Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q3 2025
Top Holdings669 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.5M | $2.3B | 6.5% | $273.25 | +87.98% | 23 qtrssince 2020-Q1 | Increased 62 |
NVIDIA CORP | 11.7M | $2.2B | 6.2% | $115.08 | +58.01% | 23 qtrssince 2020-Q1 | Increased 62 |
ALPHABET INC-CL A | 8.3M | $2B | 5.7% | $111.61 | +118.53% | 23 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 5.8M | $1.5B | 4.2% | $158.25 | +60.32% | 23 qtrssince 2020-Q1 | Increased 66 |
META PLATFORMS INC-CLASS A | 1.8M | $1.3B | 3.8% | $365.56 | +103.19% | 23 qtrssince 2020-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $134.53 | +65.15% | 23 qtrssince 2020-Q1 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.4M | $940.9M | 2.7% | $402.36 | +64.46% | 23 qtrssince 2020-Q1 | Increased 57 |
NETFLIX INC | 669,198 | $802.3M | 2.3% | $78.92 | +52.87% | 23 qtrssince 2020-Q1 | Increased 57 |
MASTERCARD INC - A | 1.3M | $717.6M | 2.0% | $382.42 | +48.15% | 23 qtrssince 2020-Q1 | Increased 54 |
PROCTER & GAMBLE CO/THE | 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% | $134.32 | +132.84% | 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% | $168.05 | +94.75% | 23 qtrssince 2020-Q1 | Decreased 0 |
GENERAL ELECTRIC CO COM STOCK | 1.7M | $512.1M | 1.4% | $231.60 | +26.64% | 14 qtrssince 2022-Q2 | Increased 79 |
PROGRESSIVE CORP | 1.9M | $472.3M | 1.3% | $172.76 | +32.96% | 23 qtrssince 2020-Q1 | Increased 51 |
INTL BUSINESS MACHINES CORP | 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% | $361.12 | +35.79% | 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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 92 new positions, 33 exits, 246 increased. Top move: IBM (INCREASED, conviction 80). Portfolio: $35.5B across 669 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