Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2025
Top Holdings610 positions
Microsoft Corp | 4.4M | $2.2B | 6.6% | $272.39 | +80.82% | 22 qtrssince 2020-Q1 | Increased 62 |
NVIDIA Corp | 11.7M | $1.8B | 5.5% | $35.81 | +340.15% | 22 qtrssince 2020-Q1 | Increased 67 |
Alphabet Inc | 8.4M | $1.5B | 4.4% | $94.11 | +86.61% | 22 qtrssince 2020-Q1 | Increased 61 |
Facebook Inc | 1.9M | $1.4B | 4.1% | $366.07 | +100.81% | 22 qtrssince 2020-Q1 | Decreased 0 |
Apple Inc | 5.1M | $1.1B | 3.1% | $144.80 | +41.02% | 22 qtrssince 2020-Q1 | Decreased 0 |
Visa Inc | 2.8M | $1B | 3.0% | $277.01 | +26.93% | 22 qtrssince 2020-Q1 | Decreased 0 |
Amazon.com Inc | 4.3M | $948.8M | 2.8% | $152.23 | +44.12% | 22 qtrssince 2020-Q1 | Decreased 0 |
Netflix Inc | 642,877 | $860.8M | 2.6% | $77.15 | +73.58% | 22 qtrssince 2020-Q1 | Increased 58 |
SPDR S&P 500 ETF Trust | 1.3M | $830.8M | 2.5% | $386.45 | +57.73% | 22 qtrssince 2020-Q1 | Decreased 0 |
Procter & Gamble Co/The | 4.5M | $721.1M | 2.1% | $157.87 | -2.63% | 22 qtrssince 2020-Q1 | Increased 55 |
Mastercard Inc | 1.3M | $707.7M | 2.1% | $382.31 | +45.88% | 22 qtrssince 2020-Q1 | Increased 56 |
Eli Lilly & Co | 801,922 | $625.1M | 1.9% | $620.15 | +24.64% | 22 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co | 2.1M | $608M | 1.8% | $129.58 | +118.48% | 22 qtrssince 2020-Q1 | Decreased 0 |
Broadcom Inc | 2.1M | $574.9M | 1.7% | $95.81 | +185.11% | 22 qtrssince 2020-Q1 | Decreased 0 |
Progressive Corp/The | 1.9M | $497.7M | 1.5% | $171.19 | +46.25% | 22 qtrssince 2020-Q1 | Increased 50 |
Linde PLC | 899,071 | $421.8M | 1.3% | $419.31 | +9.85% | 10 qtrssince 2023-Q1 | Decreased 0 |
S&P Global Inc | 761,861 | $401.4M | 1.2% | $338.44 | +45.84% | 22 qtrssince 2020-Q1 | Decreased 0 |
Cadence Design Systems Inc | 1.3M | $390.5M | 1.2% | $214.27 | +43.82% | 22 qtrssince 2020-Q1 | Increased 51 |
Costco Wholesale Corp | 379,409 | $375.6M | 1.1% | $777.18 | +26.46% | 22 qtrssince 2020-Q1 | Increased 64 |
Priceline Group Inc/The | 64,664 | $374.3M | 1.1% | $170.16 | +34.62% | 22 qtrssince 2020-Q1 | Increased 77 |
Bank Julius Baer & Co. Ltd, Zurich manages $33.7B across 610 positions as of Q2 2025. Top holdings: MSFT (6.6%), NVDA (5.5%), GOOGL (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 30 new positions, 34 exits, 183 increased. Top move: BKNG (INCREASED, conviction 77). Portfolio: $33.7B across 610 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
Verify source filings on SEC EDGAR