Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2024
Top Holdings490 positions
Microsoft Corp. | 3.8M | $1.9B | 7.1% | $247.13 | +77.72% | 18 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA Corp. | 13.5M | $1.8B | 7.1% | $23.44 | +425.68% | 18 qtrssince 2020-Q1 | Increased 100 |
Alphabet Inc. | 8M | $1.6B | 6.0% | $87.11 | +107.38% | 18 qtrssince 2020-Q1 | Decreased 0 |
Meta Platforms Inc | 2M | $1.1B | 4.1% | $355.55 | +40.76% | 18 qtrssince 2020-Q1 | Increased 85 |
Apple Inc. | 4.7M | $1.1B | 4.1% | $130.49 | +59.89% | 18 qtrssince 2020-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.5M | $893.5M | 3.4% | $366.02 | +44.89% | 18 qtrssince 2020-Q1 | Decreased 0 |
Amazon.com, Inc. | 3.9M | $827.1M | 3.2% | $144.37 | +33.86% | 18 qtrssince 2020-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 1.3M | $737.9M | 2.8% | $425.33 | +13.75% | 18 qtrssince 2020-Q1 | Decreased 0 |
Eli Lilly & Co. | 686,197 | $672M | 2.6% | $578.96 | +54.01% | 18 qtrssince 2020-Q1 | Decreased 0 |
MasterCard Incorporated | 1.1M | $523.2M | 2.0% | $351.52 | +23.83% | 18 qtrssince 2020-Q1 | Decreased 0 |
Broadcom Inc | 300,102 | $516.5M | 2.0% | $80.25 | +96.02% | 18 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 2.1M | $471.9M | 1.8% | $122.68 | +57.35% | 18 qtrssince 2020-Q1 | Decreased 0 |
Adobe Inc | 758,039 | $455.9M | 1.7% | $464.60 | +19.57% | 18 qtrssince 2020-Q1 | Decreased 0 |
Intuitive Surgical Inc. | 845,445 | $406.5M | 1.6% | $262.50 | +69.46% | 18 qtrssince 2020-Q1 | Decreased 0 |
Danaher Corporation | 1.3M | $367.4M | 1.4% | $182.31 | +35.09% | 18 qtrssince 2020-Q1 | Decreased 0 |
HONEYWELL INTL INC | 1.5M | $356.2M | 1.4% | $148.28 | +36.03% | 18 qtrssince 2020-Q1 | Decreased 0 |
S&P Global Inc | 703,394 | $342.1M | 1.3% | $318.94 | +29.96% | 18 qtrssince 2020-Q1 | Decreased 0 |
Home Depot Inc. | 890,088 | $334.9M | 1.3% | $245.67 | +32.31% | 18 qtrssince 2020-Q1 | Increased 51 |
Johnson & Johnson | 2.1M | $331M | 1.3% | $141.85 | -3.13% | 18 qtrssince 2020-Q1 | Decreased 0 |
Texas Instruments Inc. | 1.5M | $310M | 1.2% | $127.70 | +43.22% | 18 qtrssince 2020-Q1 | Decreased 0 |
Bank Julius Baer & Co. Ltd, Zurich manages $26.1B across 490 positions as of Q2 2024. Top holdings: MSFT (7.1%), NVDA (7.1%), GOOGL (6.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 45 new positions, 80 exits, 66 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $26.1B across 490 positions.
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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
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