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 | +71.93% | 27 qtrssince 2020-Q1 | Increased 68 |
Alphabet Inc. | 6.3M | $2.1B | 5.5% | $94.56 | +195.93% | 27 qtrssince 2020-Q1 | Increased 62 |
NVIDIA Corporation | 9.3M | $2.1B | 5.4% | $39.01 | +424.56% | 27 qtrssince 2020-Q1 | Decreased 0 |
Apple Inc. | 5.7M | $1.9B | 4.8% | $165.67 | +108.02% | 27 qtrssince 2020-Q1 | Increased 59 |
Meta Platforms Inc | 2.3M | $1.7B | 4.2% | $435.06 | +41.36% | 27 qtrssince 2020-Q1 | Increased 62 |
State Street SPDR S&P 500 ETF | 1.6M | $1.2B | 3.1% | $459.81 | +64.36% | 27 qtrssince 2020-Q1 | Increased 60 |
Broadcom Inc. | 3.3M | $1.2B | 3.0% | $277.87 | +17.35% | 27 qtrssince 2020-Q1 | Increased 61 |
Eli Lilly and Company | 914,092 | $1.1B | 2.7% | $682.70 | +107.64% | 27 qtrssince 2020-Q1 | Increased 55 |
Amazon.com, Inc. | 3.7M | $929.5M | 2.4% | $154.25 | +55.82% | 27 qtrssince 2020-Q1 | Increased 55 |
Johnson & Johnson | 2.9M | $771M | 2.0% | $186.28 | +46.66% | 27 qtrssince 2020-Q1 | Increased 53 |
JPMorgan Chase & Co. | 2M | $648.6M | 1.7% | $137.32 | +145.44% | 27 qtrssince 2020-Q1 | Increased 50 |
Visa Inc. | 1.7M | $625.8M | 1.6% | $277.01 | +49.31% | 27 qtrssince 2020-Q1 | Decreased 0 |
Applied Materials, Inc. | 1.1M | $565.8M | 1.4% | $269.04 | +44.99% | 27 qtrssince 2020-Q1 | Decreased 0 |
Taiwan Semiconductor Manufacturing Co., Ltd. | 1.2M | $552.1M | 1.4% | $372.55 | +9.01% | 12 qtrssince 2023-Q4 | Increased 61 |
Lam Research Corporation | 1.7M | $540.7M | 1.4% | $113.80 | +110.12% | 8 qtrssince 2024-Q4 | Decreased 0 |
Cisco Systems, Inc. | 4.8M | $520M | 1.3% | $73.85 | +41.52% | 27 qtrssince 2020-Q1 | Decreased 0 |
Merck & Co., Inc. | 3.3M | $480.5M | 1.2% | $90.21 | +65.75% | 27 qtrssince 2020-Q1 | Decreased 0 |
Mastercard Incorporated | 831,824 | $459.9M | 1.2% | $383.35 | +66.43% | 27 qtrssince 2020-Q1 | Decreased 0 |
Costco Wholesale Corporation | 492,084 | $449M | 1.1% | $798.98 | +26.70% | 27 qtrssince 2020-Q1 | Increased 50 |
General Electric Company | 1.4M | $447.1M | 1.1% | — | — | 18 qtrssince 2022-Q2 | Increased 50 |
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: Steady Compounder. 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