Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q3 2025
Top Holdings669 positions
MICROSOFT CORP | 4.5M | $2.3B | 6.5% | $272.83 | +88.30% | 23 qtrssince 2020-Q1 | Increased 62 |
NVIDIA CORPORATION | 11.7M | $2.2B | 6.2% | $36.16 | +414.72% | 23 qtrssince 2020-Q1 | Increased 62 |
ALPHABET INC | 8.3M | $2B | 5.7% | $94.11 | +157.64% | 23 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 5.8M | $1.5B | 4.2% | $157.36 | +61.22% | 23 qtrssince 2020-Q1 | Increased 66 |
META PLATFORMS INC | 1.8M | $1.3B | 3.8% | $366.07 | +99.93% | 23 qtrssince 2020-Q1 | Decreased 0 |
VISA INC | 2.8M | $966.9M | 2.7% | $277.01 | +22.26% | 23 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 4.4M | $965.7M | 2.7% | $153.35 | +43.18% | 23 qtrssince 2020-Q1 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 1.4M | $940.9M | 2.7% | $399.52 | +64.97% | 23 qtrssince 2020-Q1 | Increased 57 |
NETFLIX INC. | 669,198 | $802.3M | 2.3% | $78.83 | +52.10% | 23 qtrssince 2020-Q1 | Increased 57 |
MASTERCARD INCORPORATED | 1.3M | $717.6M | 2.0% | $382.62 | +47.74% | 23 qtrssince 2020-Q1 | Increased 54 |
PROCTER & GAMBLE CO | 4.5M | $696.4M | 2.0% | $157.85 | -5.44% | 23 qtrssince 2020-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 2.1M | $673.4M | 1.9% | $132.77 | +133.11% | 23 qtrssince 2020-Q1 | Increased 51 |
ELI LILLY & CO | 792,885 | $604.9M | 1.7% | $620.15 | +22.26% | 23 qtrssince 2020-Q1 | Decreased 0 |
BROADCOM INC | 1.6M | $542.8M | 1.5% | $95.81 | +241.81% | 23 qtrssince 2020-Q1 | Decreased 0 |
GE AEROSPACE | 1.7M | $512.1M | 1.4% | $233.61 | +28.08% | 14 qtrssince 2022-Q2 | Increased 79 |
PROGRESSIVE CORP | 1.9M | $472.3M | 1.3% | $172.70 | +34.21% | 23 qtrssince 2020-Q1 | Increased 51 |
INTERNATIONAL BUSINESS MACHS | 1.6M | $461.6M | 1.3% | $274.70 | +0.11% | 23 qtrssince 2020-Q1 | Increased 80 |
UBER TECHNOLOGIES INC | 4.7M | $460.9M | 1.3% | $81.82 | +21.69% | 23 qtrssince 2020-Q1 | Increased 79 |
LINDE PLC | 900,451 | $427.7M | 1.2% | $419.39 | +13.20% | 11 qtrssince 2023-Q1 | Increased 49 |
S&P GLOBAL INC | 766,268 | $372.9M | 1.1% | $339.12 | +34.58% | 23 qtrssince 2020-Q1 | Increased 49 |
Bank Julius Baer & Co. Ltd, Zurich manages $35.5B across 669 positions as of Q3 2025. Top holdings: MSFT (6.5%), NVDA (6.2%), GOOGL (5.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 92 new positions, 33 exits, 246 increased. Top move: IBM (INCREASED, conviction 80). Portfolio: $35.5B across 669 positions.
Top holdings by portfolio weight
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
Verify source filings on SEC EDGAR