Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2026
Top Holdings661 positions
ALPHABET INC | 6.2M | $2.2B | 5.8% | $110.50 | +201.00% | 26 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORPORATION | 10M | $2B | 5.1% | $116.29 | +87.77% | 26 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 4.7M | $1.8B | 4.6% | $282.52 | +74.30% | 26 qtrssince 2020-Q1 | Increased 65 |
APPLE INC | 5.7M | $1.6B | 4.2% | $165.31 | +97.55% | 26 qtrssince 2020-Q1 | Increased 60 |
META PLATFORMS INC | 2.2M | $1.2B | 3.1% | $417.60 | +56.53% | 26 qtrssince 2020-Q1 | Increased 75 |
STATE STR SPDR S&P 500 ETF T | 1.6M | $1.2B | 3.0% | $456.72 | +65.93% | 26 qtrssince 2020-Q1 | Increased 61 |
BROADCOM INC | 3M | $1.1B | 2.9% | $297.16 | +21.43% | 26 qtrssince 2020-Q1 | Increased 88 |
ELI LILLY & CO | 913,248 | $1.1B | 2.9% | $682.26 | +64.78% | 26 qtrssince 2020-Q1 | Increased 56 |
APPLIED MATLS INC | 1.5M | $1.1B | 2.8% | $269.33 | +68.57% | 26 qtrssince 2020-Q1 | Increased 68 |
LAM RESEARCH CORP | 2.2M | $927.2M | 2.4% | $114.45 | +175.97% | 26 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 3.7M | $885.7M | 2.3% | $134.85 | +87.18% | 26 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.7M | $694.5M | 1.8% | $181.01 | +47.15% | 26 qtrssince 2020-Q1 | Decreased 0 |
CISCO SYS INC | 5.9M | $692M | 1.8% | $74.13 | +44.93% | 26 qtrssince 2020-Q1 | Decreased 0 |
CATERPILLAR INC | 610,219 | $646.5M | 1.7% | $370.70 | +117.16% | 26 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.9M | $632.8M | 1.6% | $136.91 | +159.08% | 26 qtrssince 2020-Q1 | Decreased 0 |
VISA INC | 1.8M | $601.9M | 1.6% | $277.01 | +32.56% | 26 qtrssince 2020-Q1 | Decreased 0 |
GE AEROSPACE | 1.4M | $520.7M | 1.3% | $267.49 | +21.65% | 17 qtrssince 2022-Q2 | Increased 64 |
KLA CORP | 1.8M | $520.4M | 1.3% | $288.97 | -36.70% | 23 qtrssince 2020-Q4 | Increased 80 |
MERCK & CO INC | 3.7M | $480.3M | 1.2% | $91.68 | +57.84% | 26 qtrssince 2020-Q1 | Increased 50 |
TAIWAN SEMICONDUCTOR MANUFAC | 967,683 | $458.3M | 1.2% | $353.47 | +21.10% | 11 qtrssince 2023-Q4 | Increased 79 |
Bank Julius Baer & Co. Ltd, Zurich manages $38.6B across 661 positions as of Q2 2026. Top holdings: GOOGL (5.8%), NVDA (5.1%), MSFT (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 54 new positions, 71 exits, 239 increased. Top move: AVGO (INCREASED, conviction 88). Portfolio: $38.6B across 661 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR