Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2022
Top Holdings597 positions
Microsoft Corp | 3.2M | $820.2M | 5.8% | $209.21 | +18.55% | 10 qtrssince 2020-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 1.8M | $688.3M | 4.9% | $361.21 | -1.24% | 10 qtrssince 2020-Q1 | Decreased 0 |
Alphabet Inc | 306,942 | $668.9M | 4.7% | $66.65 | +61.95% | 10 qtrssince 2020-Q1 | Decreased 0 |
Apple Inc | 4.2M | $579.7M | 4.1% | $116.48 | +14.97% | 10 qtrssince 2020-Q1 | Decreased 0 |
UnitedHealth Group Inc | 865,484 | $444.5M | 3.1% | $391.29 | +21.10% | 10 qtrssince 2020-Q1 | Increased 75 |
Johnson & Johnson | 2.1M | $380.4M | 2.7% | $141.25 | +11.43% | 10 qtrssince 2020-Q1 | Increased 86 |
Visa Inc | 1.7M | $344.6M | 2.4% | $193.85 | -1.69% | 10 qtrssince 2020-Q1 | Decreased 0 |
Danaher Corp | 1.4M | $343M | 2.4% | $170.43 | +28.88% | 10 qtrssince 2020-Q1 | Decreased 0 |
Amazon.com Inc | 2.9M | $313.3M | 2.2% | $145.08 | -26.79% | 10 qtrssince 2020-Q1 | Increased 86 |
Thermo Fisher Scientific Inc | 549,812 | $298.7M | 2.1% | $475.73 | +12.75% | 10 qtrssince 2020-Q1 | Decreased 0 |
iShares 7-10 Year Treasury Bond ETF | 2.9M | $296.3M | 2.1% | $97.50 | -8.66% | 10 qtrssince 2020-Q1 | Increased 67 |
Honeywell International Inc | 1.7M | $289.6M | 2.0% | $143.52 | +9.64% | 10 qtrssince 2020-Q1 | Increased 54 |
iShares 3-7 Year Treasury Bond ETF | 2.2M | $267.8M | 1.9% | $110.28 | -4.17% | 10 qtrssince 2020-Q1 | Increased 63 |
NVIDIA Corp | 1.7M | $262.9M | 1.9% | $16.51 | -8.56% | 10 qtrssince 2020-Q1 | Decreased 0 |
Facebook Inc | 1.6M | $260.6M | 1.8% | $241.66 | -33.91% | 10 qtrssince 2020-Q1 | Increased 50 |
Wal-Mart Stores Inc | 2.1M | $255.5M | 1.8% | $42.75 | -9.92% | 10 qtrssince 2020-Q1 | Increased 59 |
Abbott Laboratories | 2.3M | $254.3M | 1.8% | $97.52 | +2.25% | 10 qtrssince 2020-Q1 | Increased 69 |
S&P Global Inc | 745,441 | $251.3M | 1.8% | $304.56 | +0.97% | 10 qtrssince 2020-Q1 | Decreased 0 |
Mastercard Inc | 767,487 | $242.1M | 1.7% | $305.15 | +0.77% | 10 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co | 2M | $223.9M | 1.6% | $108.01 | -6.20% | 10 qtrssince 2020-Q1 | Increased 49 |
Bank Julius Baer & Co. Ltd, Zurich manages $14.2B across 597 positions as of Q2 2022. Top holdings: MSFT (5.8%), SPY (4.9%), GOOGL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 63 new positions, 43 exits, 230 increased. Top move: JNJ (INCREASED, conviction 86). Portfolio: $14.2B across 597 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
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