Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q3 2024
Top Holdings510 positions
NVIDIA CORP | 13M | $1.9B | 6.2% | $23.44 | +416.78% | 19 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 3.7M | $1.8B | 6.1% | $247.13 | +71.41% | 19 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC-CL A | 7.6M | $1.4B | 4.8% | $87.11 | +89.07% | 19 qtrssince 2020-Q1 | Decreased 0 |
META PLATFORMS INC | 2M | $1.3B | 4.4% | $357.04 | +59.29% | 19 qtrssince 2020-Q1 | Increased 59 |
APPLE INC | 4.4M | $1.2B | 4.0% | $130.49 | +77.08% | 19 qtrssince 2020-Q1 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 1.4M | $938.7M | 3.2% | $366.02 | +53.22% | 19 qtrssince 2020-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.3M | $865.2M | 2.9% | $425.33 | +31.06% | 19 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 3.8M | $806.1M | 2.7% | $144.37 | +29.07% | 19 qtrssince 2020-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.5M | $774.4M | 2.6% | $268.42 | +0.91% | 19 qtrssince 2020-Q1 | Increased 88 |
DANAHER CORP | 1.3M | $761.1M | 2.6% | $182.31 | +50.47% | 19 qtrssince 2020-Q1 | Decreased 0 |
ELI LILLY & CO | 641,993 | $644.8M | 2.2% | $578.96 | +50.91% | 19 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $587.8M | 2.0% | $351.52 | +38.81% | 19 qtrssince 2020-Q1 | Decreased 0 |
BROADCOM INC | 2.6M | $530.7M | 1.8% | $80.25 | +111.29% | 19 qtrssince 2020-Q1 | Increased 80 |
JPMORGAN CHASE & CO | 2M | $477.7M | 1.6% | $122.68 | +64.95% | 19 qtrssince 2020-Q1 | Decreased 0 |
ADOBE INC | 747,426 | $438.3M | 1.5% | $464.60 | +11.45% | 19 qtrssince 2020-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 792,902 | $434.6M | 1.5% | $262.50 | +87.15% | 19 qtrssince 2020-Q1 | Decreased 0 |
PROGRESSIVE CORP | 1.4M | $416.3M | 1.4% | $149.41 | +56.22% | 19 qtrssince 2020-Q1 | Increased 51 |
S&P GLOBAL INC | 668,024 | $391.7M | 1.3% | $318.94 | +50.81% | 19 qtrssince 2020-Q1 | Decreased 0 |
HOME DEPOT INC | 830,670 | $383.6M | 1.3% | $245.67 | +56.68% | 19 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2M | $367.6M | 1.2% | $141.85 | +8.23% | 19 qtrssince 2020-Q1 | Decreased 0 |
Bank Julius Baer & Co. Ltd, Zurich manages $29.7B across 510 positions as of Q3 2024. Top holdings: NVDA (6.2%), MSFT (6.1%), GOOGL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 56 new positions, 36 exits, 123 increased. Top move: V (INCREASED, conviction 88). Portfolio: $29.7B across 510 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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