Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2023
Top Holdings559 positions
Microsoft Corp | 3.4M | $1.2B | 7.0% | $211.18 | +57.23% | 14 qtrssince 2020-Q1 | Decreased 0 |
Apple Inc | 4.1M | $797.6M | 4.7% | $118.29 | +61.58% | 14 qtrssince 2020-Q1 | Decreased 0 |
Alphabet Inc | 6.6M | $787.8M | 4.7% | $70.70 | +67.71% | 14 qtrssince 2020-Q1 | Increased 58 |
SPDR S&P 500 ETF Trust | 1.7M | $743.3M | 4.4% | $364.00 | +17.03% | 14 qtrssince 2020-Q1 | Increased 61 |
NVIDIA Corp | 1.4M | $589.5M | 3.5% | $16.51 | +155.39% | 14 qtrssince 2020-Q1 | Decreased 0 |
UnitedHealth Group Inc | 1M | $495.2M | 2.9% | $407.89 | +10.23% | 14 qtrssince 2020-Q1 | Decreased 0 |
Visa Inc | 2M | $475.1M | 2.8% | $197.52 | +17.30% | 14 qtrssince 2020-Q1 | Increased 58 |
Amazon.com Inc | 3.1M | $406.5M | 2.4% | $141.83 | -8.09% | 14 qtrssince 2020-Q1 | Increased 57 |
Johnson & Johnson | 2.3M | $373.3M | 2.2% | $141.63 | +6.54% | 14 qtrssince 2020-Q1 | Decreased 0 |
Honeywell International Inc | 1.7M | $350.9M | 2.1% | $144.82 | +32.39% | 14 qtrssince 2020-Q1 | Increased 53 |
Mastercard Inc | 825,437 | $324.6M | 1.9% | $309.18 | +24.78% | 14 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co | 2.1M | $299.1M | 1.8% | $109.28 | +23.74% | 14 qtrssince 2020-Q1 | Decreased 0 |
Danaher Corp | 1.2M | $285.5M | 1.7% | $170.69 | +22.33% | 14 qtrssince 2020-Q1 | Increased 49 |
Home Depot Inc/The | 870,321 | $270.4M | 1.6% | $240.62 | +18.78% | 14 qtrssince 2020-Q1 | Increased 48 |
S&P Global Inc | 636,007 | $255M | 1.5% | $304.59 | +21.26% | 14 qtrssince 2020-Q1 | Decreased 0 |
Adobe Systems Inc | 491,885 | $240.5M | 1.4% | $403.80 | +21.10% | 14 qtrssince 2020-Q1 | Decreased 0 |
Texas Instruments Inc | 1.3M | $233.5M | 1.4% | $122.15 | +34.30% | 14 qtrssince 2020-Q1 | Increased 48 |
iShares 7-10 Year Treasury Bond ETF | 2.4M | $229.6M | 1.4% | $97.13 | -11.32% | 14 qtrssince 2020-Q1 | Increased 50 |
Abbott Laboratories | 2.1M | $229.1M | 1.4% | $97.45 | +4.60% | 14 qtrssince 2020-Q1 | Decreased 0 |
iShares 3-7 Year Treasury Bond ETF | 2M | $227.8M | 1.4% | $110.07 | -5.57% | 14 qtrssince 2020-Q1 | Increased 50 |
Bank Julius Baer & Co. Ltd, Zurich manages $16.8B across 559 positions as of Q2 2023. Top holdings: MSFT (7.0%), AAPL (4.7%), GOOGL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 33 new positions, 57 exits, 146 increased. Top move: SPY (INCREASED, conviction 61). Portfolio: $16.8B across 559 positions.
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Portfolio allocation by GICS sector
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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