Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q4 2021
Top Holdings826 positions
Microsoft Corp. | 3.7M | $1.3B | 6.7% | $208.07 | +55.41% | 8 qtrssince 2020-Q1 | Increased 63 |
Alphabet Inc. | 322,429 | $934.1M | 5.0% | $66.65 | +115.30% | 8 qtrssince 2020-Q1 | Increased 59 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.9M | $893.4M | 4.8% | $358.11 | +24.48% | 8 qtrssince 2020-Q1 | Increased 68 |
Apple Inc. | 4.7M | $838.7M | 4.5% | $116.48 | +48.91% | 8 qtrssince 2020-Q1 | Increased 61 |
Amazon.com, Inc. | 201,296 | $671.2M | 3.6% | $145.08 | +14.91% | 8 qtrssince 2020-Q1 | Increased 62 |
Meta Platforms Inc | 1.5M | $517.8M | 2.8% | $244.87 | +36.06% | 8 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA Corp. | 1.7M | $499.8M | 2.7% | $15.85 | +84.77% | 8 qtrssince 2020-Q1 | Increased 58 |
Thermo Fisher Scientific Inc | 683,484 | $456M | 2.4% | $470.90 | +39.74% | 8 qtrssince 2020-Q1 | Increased 56 |
Danaher Corporation | 1.3M | $431.1M | 2.3% | $167.55 | +69.82% | 8 qtrssince 2020-Q1 | Decreased 0 |
Visa Inc | 1.9M | $416M | 2.2% | $193.58 | +7.98% | 8 qtrssince 2020-Q1 | Increased 57 |
Adobe Inc | 689,246 | $390.8M | 2.1% | $406.40 | +39.53% | 8 qtrssince 2020-Q1 | Increased 57 |
S&P Global Inc | 802,350 | $378.7M | 2.0% | $291.83 | +46.90% | 8 qtrssince 2020-Q1 | Increased 58 |
HONEYWELL INTL INC | 1.6M | $330.5M | 1.8% | $142.14 | +31.40% | 8 qtrssince 2020-Q1 | Increased 52 |
LAUDER ESTEE COS INC | 852,322 | $315.5M | 1.7% | $221.02 | +55.35% | 8 qtrssince 2020-Q1 | Increased 50 |
UnitedHealth Group Inc. | 615,035 | $308.8M | 1.7% | $357.81 | +28.63% | 8 qtrssince 2020-Q1 | Increased 57 |
JPMorgan Chase & Co. | 1.9M | $306.9M | 1.6% | $107.83 | +30.36% | 8 qtrssince 2020-Q1 | Decreased 0 |
MasterCard Incorporated | 775,929 | $278.8M | 1.5% | $304.53 | +14.70% | 8 qtrssince 2020-Q1 | Increased 52 |
NIKE INC | 1.6M | $266.3M | 1.4% | $100.30 | +51.89% | 8 qtrssince 2020-Q1 | Increased 52 |
Texas Instruments Inc. | 1.4M | $260.1M | 1.4% | $119.49 | +37.74% | 8 qtrssince 2020-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 1.4M | $259.5M | 1.4% | $227.13 | -17.89% | 8 qtrssince 2020-Q1 | Increased 58 |
Bank Julius Baer & Co. Ltd, Zurich manages $18.7B across 826 positions as of Q4 2021. Top holdings: MSFT (6.7%), GOOGL (5.0%), SPY (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 116 new positions, 97 exits, 301 increased. Top move: SPY (INCREASED, conviction 68). Portfolio: $18.7B across 826 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