Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2020
Top Holdings687 positions
Microsoft Corp | 2.9M | $585.6M | 6.7% | $192.63 | +0.23% | 2 qtrssince 2020-Q1 | Increased 99 |
Alphabet Inc | 233,338 | $375.1M | 4.3% | $57.55 | +22.04% | 2 qtrssince 2020-Q1 | Decreased 0 |
Amazon.com Inc | 119,517 | $331.4M | 3.8% | $132.23 | +4.32% | 2 qtrssince 2020-Q1 | Increased 92 |
Johnson & Johnson | 2.2M | $309.8M | 3.6% | $110.16 | +7.53% | 2 qtrssince 2020-Q1 | Increased 60 |
Apple Inc | 88,965 | $309M | 3.6% | $85.72 | +2.93% | 2 qtrssince 2020-Q1 | Increased 92 |
Visa Inc | 1.5M | $283.9M | 3.3% | $184.30 | +0.17% | 2 qtrssince 2020-Q1 | Increased 91 |
Facebook Inc | 1.2M | $276.3M | 3.2% | $224.10 | +0.37% | 2 qtrssince 2020-Q1 | Increased 91 |
SPDR S&P 500 ETF Trust | 13,246 | $246.6M | 2.8% | $235.74 | +20.16% | 2 qtrssince 2020-Q1 | Decreased 0 |
Adobe Systems Inc | 517,596 | $225.3M | 2.6% | $334.54 | +30.12% | 2 qtrssince 2020-Q1 | Increased 61 |
Mastercard Inc | 786,735 | $207.7M | 2.4% | $285.03 | +0.10% | 2 qtrssince 2020-Q1 | Increased 85 |
Intel Corp | 3.2M | $189.5M | 2.2% | $47.97 | +11.18% | 2 qtrssince 2020-Q1 | Decreased 0 |
Danaher Corp | 987,608 | $177.8M | 2.0% | $152.18 | +0.01% | 2 qtrssince 2020-Q1 | Increased 84 |
Merck & Co Inc | 2.2M | $170.3M | 2.0% | $60.76 | 0.00% | 2 qtrssince 2020-Q1 | Increased 77 |
Honeywell International Inc | 1.2M | $169.8M | 2.0% | $126.04 | 0.00% | 2 qtrssince 2020-Q1 | Increased 77 |
salesforce.com Inc | 825,553 | $154.7M | 1.8% | $184.14 | 0.00% | 1 qtr | New 69 |
Cisco Systems Inc/Delaware | 2.6M | $123.9M | 1.4% | $34.12 | +14.28% | 2 qtrssince 2020-Q1 | Increased 61 |
JPMorgan Chase & Co | 1.2M | $113.5M | 1.3% | $79.92 | +0.01% | 2 qtrssince 2020-Q1 | Increased 76 |
Texas Instruments Inc | 880,017 | $110.9M | 1.3% | $95.11 | +12.31% | 2 qtrssince 2020-Q1 | Increased 76 |
S&P Global Inc | 335,477 | $110.5M | 1.3% | $227.86 | +29.83% | 2 qtrssince 2020-Q1 | Increased 53 |
Cadence Design Systems Inc | 1.1M | $106.2M | 1.2% | $95.92 | +0.04% | 2 qtrssince 2020-Q1 | Increased 76 |
Bank Julius Baer & Co. Ltd, Zurich manages $8.7B across 687 positions as of Q2 2020. Top holdings: MSFT (6.7%), GOOGL (4.3%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 134 new positions, 83 exits, 226 increased. Top move: MSFT (INCREASED, conviction 99). Portfolio: $8.7B across 687 positions.
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Position Outcomes
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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