Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q3 2026
Top Holdings669 positions
 Microsoft Corporation | 5.2M | $2.7B | 6.8% | $303.55 | +71.63% | 27 qtrssince 2020-Q1 | Increased 68 |
 Alphabet Inc. | 6.3M | $2.1B | 5.5% | $94.56 | +196.13% | 27 qtrssince 2020-Q1 | Increased 62 |
 NVIDIA Corporation | 9.3M | $2.1B | 5.4% | $39.01 | +429.81% | 27 qtrssince 2020-Q1 | Decreased 0 |
 Apple Inc. | 5.7M | $1.9B | 4.8% | $165.67 | +100.33% | 27 qtrssince 2020-Q1 | Increased 59 |
 Meta Platforms, Inc. | 2.3M | $1.7B | 4.2% | $435.06 | +42.75% | 27 qtrssince 2020-Q1 | Increased 62 |
 STATE STR SPDR S&P 500 ETF T | 1.6M | $1.2B | 3.1% | $459.81 | +64.06% | 27 qtrssince 2020-Q1 | Increased 60 |
 Broadcom Inc. | 3.3M | $1.2B | 3.0% | $277.87 | +19.53% | 27 qtrssince 2020-Q1 | Increased 61 |
 Eli Lilly and Company | 914,092 | $1.1B | 2.7% | $682.70 | +106.44% | 27 qtrssince 2020-Q1 | Increased 55 |
 Amazon.com, Inc. | 3.7M | $929.5M | 2.4% | $154.25 | +62.52% | 27 qtrssince 2020-Q1 | Increased 55 |
 Johnson & Johnson | 2.9M | $771M | 2.0% | $186.28 | +42.88% | 27 qtrssince 2020-Q1 | Increased 53 |
 JPMorgan Chase & Co. | 2M | $648.6M | 1.7% | $137.32 | +146.13% | 27 qtrssince 2020-Q1 | Increased 50 |
 Visa Inc. | 1.7M | $625.8M | 1.6% | $277.01 | +51.77% | 27 qtrssince 2020-Q1 | Decreased 0 |
 Applied Materials, Inc. | 1.1M | $565.8M | 1.4% | $269.04 | +41.95% | 27 qtrssince 2020-Q1 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.2M | $552.1M | 1.4% | $372.55 | +8.66% | 12 qtrssince 2023-Q4 | Increased 61 |
 Lam Research Corporation | 1.7M | $540.7M | 1.4% | $113.80 | +102.75% | 8 qtrssince 2024-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 4.8M | $520M | 1.3% | $73.85 | +39.44% | 27 qtrssince 2020-Q1 | Decreased 0 |
 Merck & Company, Inc. | 3.3M | $480.5M | 1.2% | $90.21 | +60.37% | 27 qtrssince 2020-Q1 | Decreased 0 |
 Mastercard Incorporated | 831,824 | $459.9M | 1.2% | $383.35 | +68.82% | 27 qtrssince 2020-Q1 | Decreased 0 |
 Costco Wholesale Corporation | 492,084 | $449M | 1.1% | $797.80 | +27.76% | 27 qtrssince 2020-Q1 | Increased 50 |
 GE Aerospace | 1.4M | $447.1M | 1.1% | — | — | 18 qtrssince 2022-Q2 | Increased 50 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q2 | $33,658,912,735 | 9.4049997637% |
| 2025-Q3 | $35,477,826,551 | 5.40395891668% |
| 2025-Q4 | $36,244,543,799 | 2.16111673836% |
| 2026-Q1 | $33,153,163,575 | -8.52922923004% |
| 2026-Q2 | $38,590,625,478 | 16.4010348234% |
| 2026-Q3 | $39,262,562,955 | 1.74119353775% |
Bank Julius Baer & Co. Ltd, Zurich manages $39.3B across 669 positions as of Q3 2026. Top holdings: MSFT (6.8%), GOOGL (5.5%), NVDA (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 60 new positions, 52 exits, 232 increased. Top move: MSFT (INCREASED, conviction 68). Portfolio: $39.3B across 669 positions.
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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