Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q1 2022
Top Holdings577 positions
MICROSOFT CORP | 3.8M | $1.2B | 7.0% | $209.21 | +41.98% | 9 qtrssince 2020-Q1 | Increased 63 |
SPDR S&P 500 ETF TRUST | 2M | $890.7M | 5.3% | $361.21 | +17.72% | 9 qtrssince 2020-Q1 | Increased 65 |
ALPHABET INC-CL A | 307,810 | $856.1M | 5.1% | $66.65 | +106.70% | 9 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 4.5M | $785.6M | 4.7% | $116.48 | +46.61% | 9 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 180,982 | $590M | 3.5% | $145.08 | +12.35% | 9 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORP | 1.8M | $492.5M | 2.9% | $16.51 | +64.56% | 9 qtrssince 2020-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 1.9M | $431.4M | 2.6% | $193.85 | +10.52% | 9 qtrssince 2020-Q1 | Increased 54 |
THERMO FISHER SCIENTIFIC INC | 714,277 | $421.9M | 2.5% | $475.73 | +22.51% | 9 qtrssince 2020-Q1 | Increased 56 |
DANAHER CORP | 1.4M | $397.6M | 2.4% | $170.43 | +48.97% | 9 qtrssince 2020-Q1 | Increased 55 |
S&P GLOBAL INC | 950,889 | $390M | 2.3% | $304.56 | +22.58% | 9 qtrssince 2020-Q1 | Increased 63 |
FACEBOOK INC-CLASS A | 1.6M | $347.1M | 2.1% | $244.52 | -9.93% | 9 qtrssince 2020-Q1 | Increased 54 |
ADOBE INC | 723,640 | $329.7M | 2.0% | $408.74 | +11.47% | 9 qtrssince 2020-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 632,109 | $322.4M | 1.9% | $360.81 | +29.93% | 9 qtrssince 2020-Q1 | Increased 50 |
HONEYWELL INTERNATIONAL INC | 1.6M | $320M | 1.9% | $143.35 | +22.26% | 9 qtrssince 2020-Q1 | Increased 51 |
MASTERCARD INC - A | 787,188 | $281.3M | 1.7% | $305.15 | +14.00% | 9 qtrssince 2020-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 2M | $268.8M | 1.6% | $108.07 | +12.65% | 9 qtrssince 2020-Q1 | Increased 49 |
WALMART INC | 1.7M | $250.3M | 1.5% | $43.82 | +7.27% | 9 qtrssince 2020-Q1 | Increased 78 |
ISHARES 7-10 YEAR TREASURY B | 2.2M | $238.4M | 1.4% | $100.08 | -6.85% | 9 qtrssince 2020-Q1 | Increased 51 |
TEXAS INSTRUMENTS INC | 1.3M | $231.9M | 1.4% | $119.49 | +34.98% | 9 qtrssince 2020-Q1 | Decreased 0 |
NIKE INC -CL B | 1.6M | $221.2M | 1.3% | $100.95 | +22.12% | 9 qtrssince 2020-Q1 | Increased 50 |
Bank Julius Baer & Co. Ltd, Zurich manages $16.7B across 577 positions as of Q1 2022. Top holdings: MSFT (7.0%), SPY (5.3%), GOOGL (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 39 new positions, 288 exits, 195 increased. Top move: WMT (INCREASED, conviction 78). Portfolio: $16.7B across 577 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR