Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Bank Julius Baer & Co. Ltd, Zurich manages $36.2B across 644 positions as of Q4 2025. Top holdings: GOOGL (6.5%), MSFT (5.9%), NVDA (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 54 new positions, 79 exits, 190 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $36.2B across 644 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile