Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q1 2026
Top Holdings678 positions
ALPHABET INC | 7.1M | $2B | 6.1% | $94.11 | +205.18% | 25 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORPORATION | 9.8M | $1.7B | 5.1% | $36.16 | +381.18% | 25 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 4.3M | $1.6B | 4.7% | $272.83 | +35.13% | 25 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 5.5M | $1.4B | 4.2% | $161.69 | +56.68% | 25 qtrssince 2020-Q1 | Decreased 0 |
META PLATFORMS INC | 1.6M | $924.5M | 2.8% | $371.77 | +53.63% | 25 qtrssince 2020-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.4M | $904.5M | 2.7% | $419.00 | +54.43% | 25 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 3.9M | $810.1M | 2.4% | $153.59 | +35.60% | 25 qtrssince 2020-Q1 | Increased 54 |
ELI LILLY & CO | 885,763 | $809M | 2.4% | $666.27 | +37.61% | 25 qtrssince 2020-Q1 | Increased 64 |
VISA INC | 2.3M | $690.2M | 2.1% | $277.01 | +8.68% | 25 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.8M | $674.7M | 2.0% | $181.01 | +33.61% | 25 qtrssince 2020-Q1 | Increased 76 |
PROCTER & GAMBLE CO | 4.5M | $652.9M | 2.0% | $157.85 | -9.85% | 25 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.2M | $609.9M | 1.8% | $383.93 | +29.70% | 25 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2M | $588.4M | 1.8% | $135.33 | +115.29% | 25 qtrssince 2020-Q1 | Decreased 0 |
WALMART INC | 4.7M | $585.1M | 1.8% | $106.56 | +16.13% | 25 qtrssince 2020-Q1 | Increased 68 |
NETFLIX INC. | 5.4M | $517.5M | 1.6% | $79.21 | +21.39% | 25 qtrssince 2020-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 490,078 | $488.3M | 1.5% | $797.70 | +24.53% | 25 qtrssince 2020-Q1 | Decreased 0 |
CISCO SYS INC | 6.1M | $471.7M | 1.4% | $74.13 | +3.71% | 25 qtrssince 2020-Q1 | Increased 68 |
LAM RESEARCH CORP | 2.2M | $466.4M | 1.4% | $113.80 | +87.42% | 6 qtrssince 2024-Q4 | Increased 64 |
CATERPILLAR INC | 660,444 | $462.7M | 1.4% | $370.70 | +90.40% | 25 qtrssince 2020-Q1 | Increased 59 |
CONOCOPHILLIPS | 3.5M | $456.9M | 1.4% | $112.37 | +15.83% | 25 qtrssince 2020-Q1 | Increased 79 |
Bank Julius Baer & Co. Ltd, Zurich manages $33.2B across 678 positions as of Q1 2026. Top holdings: GOOGL (6.1%), NVDA (5.1%), MSFT (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 83 new positions, 49 exits, 186 increased. Top move: COP (INCREASED, conviction 79). Portfolio: $33.2B across 678 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