Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q3 2022
Top Holdings570 positions
MICROSOFT CORP | 3.4M | $794.2M | 6.0% | $210.24 | +7.21% | 11 qtrssince 2020-Q1 | Increased 66 |
STATE STR SPDR S&P 500 ETF T | 1.7M | $620.5M | 4.7% | $361.21 | -6.11% | 11 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC | 6M | $573.1M | 4.4% | $66.65 | +42.17% | 11 qtrssince 2020-Q1 | Increased 93 |
APPLE INC | 3.9M | $543.4M | 4.1% | $116.48 | +16.37% | 11 qtrssince 2020-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 843,337 | $425.9M | 3.2% | $391.29 | +19.45% | 11 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.1M | $347M | 2.6% | $141.25 | +3.23% | 11 qtrssince 2020-Q1 | Decreased 0 |
DANAHER CORP DEL | 1.2M | $320.5M | 2.4% | $170.43 | +31.43% | 11 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 2.8M | $314.8M | 2.4% | $145.08 | -22.11% | 11 qtrssince 2020-Q1 | Decreased 0 |
VISA INC | 1.7M | $310.1M | 2.4% | $193.85 | -11.14% | 11 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 2.8M | $272.5M | 2.1% | $97.50 | -13.86% | 11 qtrssince 2020-Q1 | Decreased 0 |
HONEYWELL INTL INC | 1.6M | $272.4M | 2.1% | $143.52 | +5.85% | 11 qtrssince 2020-Q1 | Decreased 0 |
WALMART INC | 2.1M | $269.1M | 2.0% | $42.75 | -3.49% | 11 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 2.2M | $251.5M | 1.9% | $110.28 | -7.91% | 11 qtrssince 2020-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 477,113 | $242M | 1.8% | $475.73 | +5.32% | 11 qtrssince 2020-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 2.4M | $228.1M | 1.7% | $96.86 | -8.48% | 11 qtrssince 2020-Q1 | Increased 49 |
META PLATFORMS INC | 1.7M | $225.1M | 1.7% | $238.85 | -43.73% | 11 qtrssince 2020-Q1 | Increased 50 |
MASTERCARD INCORPORATED | 746,972 | $212.4M | 1.6% | $305.15 | -9.04% | 11 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORPORATION | 1.7M | $209M | 1.6% | $16.51 | -26.75% | 11 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.9M | $199M | 1.5% | $108.01 | -12.19% | 11 qtrssince 2020-Q1 | Decreased 0 |
S&P GLOBAL INC | 649,349 | $198.3M | 1.5% | $304.56 | -8.32% | 11 qtrssince 2020-Q1 | Decreased 0 |
Bank Julius Baer & Co. Ltd, Zurich manages $13.2B across 570 positions as of Q3 2022. Top holdings: MSFT (6.0%), SPY (4.7%), GOOGL (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 44 new positions, 71 exits, 137 increased. Top move: GOOGL (INCREASED, conviction 93). Portfolio: $13.2B across 570 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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
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