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 | +245.22% | 26 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA Corporation | 10M | $2B | 5.1% | $39.01 | +452.09% | 26 qtrssince 2020-Q1 | Increased 63 |
Microsoft Corporation | 4.7M | $1.8B | 4.6% | $282.52 | +87.95% | 26 qtrssince 2020-Q1 | Increased 65 |
Apple Inc. | 5.7M | $1.6B | 4.2% | $164.47 | +109.05% | 26 qtrssince 2020-Q1 | Increased 60 |
Meta Platforms Inc | 2.2M | $1.2B | 3.1% | $417.77 | +46.61% | 26 qtrssince 2020-Q1 | Increased 75 |
State Street SPDR S&P 500 ETF | 1.6M | $1.2B | 3.0% | $453.51 | +70.30% | 26 qtrssince 2020-Q1 | Increased 61 |
Broadcom Inc. | 3M | $1.1B | 2.9% | $270.17 | +30.22% | 26 qtrssince 2020-Q1 | Increased 88 |
Eli Lilly and Company | 913,248 | $1.1B | 2.9% | $682.26 | +88.83% | 26 qtrssince 2020-Q1 | Increased 56 |
Applied Materials, Inc. | 1.5M | $1.1B | 2.8% | $269.04 | +54.62% | 26 qtrssince 2020-Q1 | Increased 68 |
Lam Research Corporation | 2.2M | $927.2M | 2.4% | $113.80 | +123.05% | 7 qtrssince 2024-Q4 | Decreased 0 |
Amazon.com, Inc. | 3.7M | $885.7M | 2.3% | $153.59 | +65.77% | 26 qtrssince 2020-Q1 | Decreased 0 |
Johnson & Johnson | 2.7M | $694.5M | 1.8% | $181.01 | +49.74% | 26 qtrssince 2020-Q1 | Decreased 0 |
Cisco Systems, Inc. | 5.9M | $692M | 1.8% | $73.85 | +49.35% | 26 qtrssince 2020-Q1 | Decreased 0 |
Caterpillar Inc. | 610,219 | $646.5M | 1.7% | $369.82 | +92.90% | 26 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.9M | $632.8M | 1.6% | $134.66 | +151.97% | 26 qtrssince 2020-Q1 | Decreased 0 |
Visa Inc. | 1.8M | $601.9M | 1.6% | $277.01 | +44.62% | 26 qtrssince 2020-Q1 | Decreased 0 |
General Electric Company | 1.4M | $520.7M | 1.3% | — | — | 17 qtrssince 2022-Q2 | Increased 64 |
KLA Corporation | 1.8M | $520.4M | 1.3% | $174.10 | -8.81% | 23 qtrssince 2020-Q4 | Increased 80 |
Merck & Co., Inc. | 3.7M | $480.3M | 1.2% | $90.21 | +56.22% | 26 qtrssince 2020-Q1 | Increased 50 |
Taiwan Semiconductor Manufacturing Co., Ltd. | 967,683 | $458.3M | 1.2% | $351.58 | +25.01% | 11 qtrssince 2023-Q4 | Increased 79 |
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: Steady Compounder. 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.
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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