Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2026
Top Holdings661 positions
ALPHABET INC | 6.2M | $2.2B | 5.8% | $94.11 | +261.91%as of Oct 16 | 26 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORPORATION | 10M | $2B | 5.1% | $39.01 | +448.88%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 4.7M | $1.8B | 4.6% | $282.52 | +87.26%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 65 |
APPLE INC | 5.7M | $1.6B | 4.2% | $164.47 | +108.83%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 60 |
META PLATFORMS INC | 2.2M | $1.2B | 3.1% | $417.77 | +69.79%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 75 |
STATE STR SPDR S&P 500 ETF T | 1.6M | $1.2B | 3.0% | $453.51 | +68.30%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 61 |
BROADCOM INC | 3M | $1.1B | 2.9% | $270.17 | +21.68%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 88 |
ELI LILLY & CO | 913,248 | $1.1B | 2.9% | $682.26 | +84.24%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 56 |
APPLIED MATLS INC | 1.5M | $1.1B | 2.8% | $269.33 | +51.97%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 68 |
LAM RESEARCH CORP | 2.2M | $927.2M | 2.4% | $113.80 | +131.94%as of Oct 16 | 7 qtrssince 2024-Q4 | Decreased 0 |
AMAZON COM INC | 3.7M | $885.7M | 2.3% | $153.59 | +62.77%as of Oct 16 | 26 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.7M | $694.5M | 1.8% | $181.01 | +41.19%as of Oct 16 | 26 qtrssince 2020-Q1 | Decreased 0 |
CISCO SYS INC | 5.9M | $692M | 1.8% | $74.13 | +44.86%as of Oct 16 | 26 qtrssince 2020-Q1 | Decreased 0 |
CATERPILLAR INC | 610,219 | $646.5M | 1.7% | $370.70 | +97.13%as of Oct 16 | 26 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.9M | $632.8M | 1.6% | $135.33 | +151.03%as of Oct 16 | 26 qtrssince 2020-Q1 | Decreased 0 |
VISA INC | 1.8M | $601.9M | 1.6% | $277.01 | +45.34%as of Oct 16 | 26 qtrssince 2020-Q1 | Decreased 0 |
GE AEROSPACE | 1.4M | $520.7M | 1.3% | $268.86 | +16.73%as of Oct 16 | 17 qtrssince 2022-Q2 | Increased 64 |
KLA CORP | 1.8M | $520.4M | 1.3% | $174.10 | -4.80%as of Oct 16 | 23 qtrssince 2020-Q4 | Increased 80 |
MERCK & CO INC | 3.7M | $480.3M | 1.2% | $90.21 | +61.79%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 50 |
TAIWAN SEMICONDUCTOR MANUFAC | 967,683 | $458.3M | 1.2% | $351.58 | +17.36%as of Oct 16 | 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 - 53 new positions, 70 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
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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