Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q1 2025
Top Holdings614 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.4M | $1.7B | 5.4% | $271.48 | +38.79% | 21 qtrssince 2020-Q1 | Increased 69 |
ALPHABET INC-CL A | 8M | $1.2B | 4.0% | $108.57 | +41.75% | 21 qtrssince 2020-Q1 | Increased 62 |
META PLATFORMS INC-CLASS A | 2.1M | $1.2B | 3.9% | $365.56 | +57.42% | 21 qtrssince 2020-Q1 | Increased 59 |
NVIDIA CORP | 10.9M | $1.2B | 3.8% | $111.61 | -1.76% | 21 qtrssince 2020-Q1 | Increased 61 |
APPLE INC | 5.1M | $1.1B | 3.7% | $145.80 | +51.42% | 21 qtrssince 2020-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 2.9M | $1B | 3.3% | $277.01 | +25.08% | 21 qtrssince 2020-Q1 | Increased 63 |
AMAZON.COM INC | 4.3M | $828.7M | 2.7% | $133.05 | +44.85% | 21 qtrssince 2020-Q1 | Increased 59 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.4M | $792.2M | 2.6% | $389.30 | +41.50% | 21 qtrssince 2020-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 4.5M | $758.2M | 2.5% | $157.93 | +3.47% | 21 qtrssince 2020-Q1 | Increased 72 |
MASTERCARD INC - A | 1.2M | $664.9M | 2.2% | $376.22 | +42.87% | 21 qtrssince 2020-Q1 | Increased 58 |
ELI LILLY & CO | 804,758 | $664.2M | 2.2% | $620.15 | +31.78% | 21 qtrssince 2020-Q1 | Increased 59 |
NETFLIX INC | 605,152 | $564.4M | 1.8% | $73.77 | +26.59% | 21 qtrssince 2020-Q1 | Increased 54 |
PROGRESSIVE CORP | 1.8M | $518.2M | 1.7% | $170.03 | +54.03% | 21 qtrssince 2020-Q1 | Increased 55 |
JPMORGAN CHASE & CO | 2.1M | $517.5M | 1.7% | $131.09 | +81.53% | 21 qtrssince 2020-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 909,238 | $475M | 1.5% | $443.29 | +14.10% | 21 qtrssince 2020-Q1 | Decreased 0 |
LINDE PLC | 900,137 | $418.3M | 1.4% | $419.31 | +8.40% | 9 qtrssince 2023-Q1 | Increased 54 |
S&P GLOBAL INC | 767,623 | $389.5M | 1.3% | $360.37 | +38.67% | 21 qtrssince 2020-Q1 | Increased 52 |
BROADCOM INC | 2.2M | $372.2M | 1.2% | $166.90 | -0.64% | 21 qtrssince 2020-Q1 | Decreased 0 |
HONEYWELL INTL INC | 1.7M | $361.2M | 1.2% | $151.35 | +28.88% | 21 qtrssince 2020-Q1 | Increased 52 |
HOME DEPOT INC | 962,728 | $351.7M | 1.1% | $268.83 | +30.81% | 21 qtrssince 2020-Q1 | Increased 52 |
Bank Julius Baer & Co. Ltd, Zurich manages $30.8B across 614 positions as of Q1 2025. Top holdings: MSFT (5.4%), GOOGL (4.0%), META (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 51 new positions, 69 exits, 409 increased. Top move: PG (INCREASED, conviction 72). Portfolio: $30.8B across 614 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer