Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2026
Top Holdings661 positions
 ALPHABET INC | 6.2M | $2.2B | 5.8% | $94.11 | +279.49% | 26 qtrssince 2020-Q1 | Decreased 0 |
 NVIDIA CORPORATION | 10M | $2B | 5.1% | $39.01 | +412.32% | 26 qtrssince 2020-Q1 | Increased 63 |
 MICROSOFT CORP | 4.7M | $1.8B | 4.6% | $282.52 | +31.78% | 26 qtrssince 2020-Q1 | Increased 65 |
 APPLE INC | 5.7M | $1.6B | 4.2% | $164.47 | +75.78% | 26 qtrssince 2020-Q1 | Increased 60 |
 META PLATFORMS INC | 2.2M | $1.2B | 3.1% | $417.77 | +34.73% | 26 qtrssince 2020-Q1 | Increased 75 |
 STATE STR SPDR S&P 500 ETF T | 1.6M | $1.2B | 3.0% | $453.51 | +64.26% | 26 qtrssince 2020-Q1 | Increased 61 |
 BROADCOM INC | 3M | $1.1B | 2.9% | $270.17 | +39.56% | 26 qtrssince 2020-Q1 | Increased 88 |
 ELI LILLY & CO | 913,248 | $1.1B | 2.9% | $682.26 | +75.55% | 26 qtrssince 2020-Q1 | Increased 56 |
 APPLIED MATLS INC | 1.5M | $1.1B | 2.8% | $269.04 | +168.44% | 26 qtrssince 2020-Q1 | Increased 68 |
 LAM RESEARCH CORP | 2.2M | $927.2M | 2.4% | $113.80 | +280.39% | 7 qtrssince 2024-Q4 | Decreased 0 |
 AMAZON COM INC | 3.7M | $885.7M | 2.3% | $153.59 | +55.18% | 26 qtrssince 2020-Q1 | Decreased 0 |
 JOHNSON & JOHNSON | 2.7M | $694.5M | 1.8% | $181.01 | +39.62% | 26 qtrssince 2020-Q1 | Decreased 0 |
 CISCO SYS INC | 5.9M | $692M | 1.8% | $73.85 | +57.85% | 26 qtrssince 2020-Q1 | Decreased 0 |
 CATERPILLAR INC | 610,219 | $646.5M | 1.7% | $369.82 | +186.73% | 26 qtrssince 2020-Q1 | Decreased 0 |
 JPMORGAN CHASE & CO | 1.9M | $632.8M | 1.6% | $134.66 | +140.79% | 26 qtrssince 2020-Q1 | Decreased 0 |
 VISA INC | 1.8M | $601.9M | 1.6% | $277.01 | +23.63% | 26 qtrssince 2020-Q1 | Decreased 0 |
 GE AEROSPACE | 1.4M | $520.7M | 1.3% | — | — | 17 qtrssince 2022-Q2 | Increased 64 |
 KLA CORP | 1.8M | $520.4M | 1.3% | $174.10 | +73.10% | 23 qtrssince 2020-Q4 | Increased 80 |
 MERCK & CO INC | 3.7M | $480.3M | 1.2% | $90.21 | +41.61% | 26 qtrssince 2020-Q1 | Increased 50 |
 TAIWAN SEMICONDUCTOR MANUFAC | 967,683 | $458.3M | 1.2% | $351.58 | +35.47% | 11 qtrssince 2023-Q4 | Increased 79 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $30,765,424,622 | -5.00982341733% |
| 2025-Q2 | $33,658,912,735 | 9.4049997637% |
| 2025-Q3 | $35,477,826,551 | 5.40395891668% |
| 2025-Q4 | $36,244,543,799 | 2.16111673836% |
| 2026-Q1 | $33,153,163,575 | -8.52922923004% |
| 2026-Q2 | $38,590,625,478 | 16.4010348234% |
Bank Julius Baer & Co. Ltd, Zurich manages $38.6B across 661 positions as of Q2 2026. Top holdings: GOOGL (5.8%), NVDA (5.1%), MSFT (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 53 new positions, 70 exits, 239 increased. Top move: AVGO (INCREASED, conviction 88). Portfolio: $38.6B across 661 positions.
Top holdings by portfolio weight
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