Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q1 2023
Top Holdings583 positions
Microsoft Corp. | 3.5M | $1B | 6.4% | $211.18 | +32.82% | 13 qtrssince 2020-Q1 | Increased 62 |
Apple Inc. | 4.1M | $682.4M | 4.3% | $118.29 | +37.17% | 13 qtrssince 2020-Q1 | Increased 60 |
Alphabet Inc. | 6.5M | $678.3M | 4.3% | $70.39 | +45.98% | 13 qtrssince 2020-Q1 | Increased 65 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.6M | $656.9M | 4.2% | $361.21 | +8.52% | 13 qtrssince 2020-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 1.1M | $498.7M | 3.2% | $407.89 | +7.94% | 13 qtrssince 2020-Q1 | Increased 62 |
NVIDIA Corp. | 1.6M | $458.1M | 2.9% | $16.51 | +67.68% | 13 qtrssince 2020-Q1 | Decreased 0 |
Visa Inc | 1.8M | $416.9M | 2.6% | $194.72 | +12.74% | 13 qtrssince 2020-Q1 | Increased 55 |
Johnson & Johnson | 2.3M | $351.4M | 2.2% | $141.63 | -0.98% | 13 qtrssince 2020-Q1 | Increased 55 |
HONEYWELL INTL INC | 1.7M | $323.2M | 2.1% | $144.81 | +21.31% | 13 qtrssince 2020-Q1 | Increased 55 |
MasterCard Incorporated | 839,681 | $305.1M | 1.9% | $309.18 | +15.12% | 13 qtrssince 2020-Q1 | Increased 49 |
Amazon.com, Inc. | 2.9M | $301M | 1.9% | $142.64 | -27.59% | 13 qtrssince 2020-Q1 | Increased 49 |
Danaher Corporation | 1.2M | $297.8M | 1.9% | $170.43 | +28.52% | 13 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 2.1M | $274.1M | 1.7% | $109.28 | +10.00% | 13 qtrssince 2020-Q1 | Increased 51 |
Home Depot Inc. | 870,181 | $256.8M | 1.6% | $240.61 | +12.04% | 13 qtrssince 2020-Q1 | Increased 50 |
Texas Instruments Inc. | 1.3M | $241M | 1.5% | $122.10 | +37.77% | 13 qtrssince 2020-Q1 | Increased 50 |
NIKE INC | 1.9M | $235.3M | 1.5% | $101.99 | +11.42% | 13 qtrssince 2020-Q1 | Increased 49 |
Thermo Fisher Scientific Inc | 402,918 | $232.2M | 1.5% | $475.73 | +19.83% | 13 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 2.3M | $227.9M | 1.4% | $97.50 | -9.96% | 13 qtrssince 2020-Q1 | Decreased 0 |
S&P Global Inc | 655,991 | $226.2M | 1.4% | $304.59 | +4.02% | 13 qtrssince 2020-Q1 | Increased 48 |
ISHARES 3-7 YEAR TREASURY BOND ETF | 1.9M | $224.9M | 1.4% | $110.28 | -4.30% | 13 qtrssince 2020-Q1 | Decreased 0 |
Bank Julius Baer & Co. Ltd, Zurich manages $15.7B across 583 positions as of Q1 2023. Top holdings: MSFT (6.4%), AAPL (4.3%), GOOGL (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 49 new positions, 38 exits, 229 increased. Top move: GOOGL (INCREASED, conviction 65). Portfolio: $15.7B across 583 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