Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q1 2025
Top Holdings614 positions
MICROSOFT CORP | 4.4M | $1.7B | 5.4% | $271.07 | +36.88% | 21 qtrssince 2020-Q1 | Increased 69 |
ALPHABET INC | 8M | $1.2B | 4.0% | $90.40 | +70.27% | 21 qtrssince 2020-Q1 | Increased 62 |
META PLATFORMS INC | 2.1M | $1.2B | 3.9% | $366.07 | +56.69% | 21 qtrssince 2020-Q1 | Increased 59 |
NVIDIA CORPORATION | 10.9M | $1.2B | 3.8% | $26.37 | +309.93% | 21 qtrssince 2020-Q1 | Increased 61 |
APPLE INC | 5.1M | $1.1B | 3.7% | $144.80 | +52.47% | 21 qtrssince 2020-Q1 | Increased 63 |
VISA INC | 2.9M | $1B | 3.3% | $277.01 | +25.08% | 21 qtrssince 2020-Q1 | Increased 63 |
AMAZON COM INC | 4.3M | $828.7M | 2.7% | $152.23 | +24.98% | 21 qtrssince 2020-Q1 | Increased 59 |
STATE STR SPDR S&P 500 ETF T | 1.4M | $792.2M | 2.6% | $386.45 | +42.39% | 21 qtrssince 2020-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 4.5M | $758.2M | 2.5% | $157.93 | +3.47% | 21 qtrssince 2020-Q1 | Increased 72 |
MASTERCARD INCORPORATED | 1.2M | $664.9M | 2.2% | $376.09 | +44.41% | 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% | $73.61 | +26.69% | 21 qtrssince 2020-Q1 | Increased 54 |
PROGRESSIVE CORP | 1.8M | $518.2M | 1.7% | $169.87 | +56.25% | 21 qtrssince 2020-Q1 | Increased 55 |
JPMORGAN CHASE & CO | 2.1M | $517.5M | 1.7% | $129.58 | +83.73% | 21 qtrssince 2020-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 909,238 | $475M | 1.5% | $433.45 | +16.14% | 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% | $338.44 | +40.28% | 21 qtrssince 2020-Q1 | Increased 52 |
BROADCOM INC | 2.2M | $372.2M | 1.2% | $95.81 | +72.77% | 21 qtrssince 2020-Q1 | Decreased 0 |
HONEYWELL INTL INC | 1.7M | $361.2M | 1.2% | $157.22 | +29.23% | 21 qtrssince 2020-Q1 | Increased 52 |
HOME DEPOT INC | 962,728 | $351.7M | 1.1% | $261.76 | +34.55% | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
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
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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