Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q4 2022
Top Holdings572 positions
MICROSOFT CORP | 3.5M | $835.8M | 5.7% | $210.72 | +10.45% | 12 qtrssince 2020-Q1 | Increased 63 |
SPDR S&P 500 ETF TR | 1.7M | $664.1M | 4.5% | $361.21 | +0.98% | 12 qtrssince 2020-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 980,804 | $520M | 3.6% | $405.43 | +21.39% | 12 qtrssince 2020-Q1 | Increased 67 |
APPLE INC | 4M | $518.3M | 3.5% | $116.64 | +9.44% | 12 qtrssince 2020-Q1 | Increased 58 |
ALPHABET INC | 5.9M | $517.1M | 3.5% | $66.65 | +31.14% | 12 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.2M | $384.8M | 2.6% | $141.69 | +12.01% | 12 qtrssince 2020-Q1 | Increased 55 |
VISA INC | 1.8M | $375M | 2.6% | $194.12 | +4.01% | 12 qtrssince 2020-Q1 | Increased 55 |
HONEYWELL INTL INC | 1.6M | $352.4M | 2.4% | $143.94 | +36.12% | 12 qtrssince 2020-Q1 | Increased 53 |
DANAHER CORPORATION | 1.2M | $314.8M | 2.2% | $170.43 | +35.19% | 12 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 830,187 | $288.7M | 2.0% | $308.64 | +10.16% | 12 qtrssince 2020-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 2M | $268M | 1.8% | $108.70 | +12.97% | 12 qtrssince 2020-Q1 | Increased 51 |
HOME DEPOT INC | 848,106 | $267.9M | 1.8% | $239.85 | +19.43% | 12 qtrssince 2020-Q1 | Increased 64 |
NVIDIA CORPORATION | 1.7M | $249.7M | 1.7% | $16.51 | -11.80% | 12 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 2.5M | $243M | 1.7% | $97.50 | -13.35% | 12 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 2.9M | $241.6M | 1.7% | $143.14 | -41.32% | 12 qtrssince 2020-Q1 | Increased 50 |
ABBOTT LABS | 2.1M | $234.4M | 1.6% | $97.46 | +4.33% | 12 qtrssince 2020-Q1 | Decreased 0 |
WALMART INC | 1.6M | $232.7M | 1.6% | $42.75 | +5.90% | 12 qtrssince 2020-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 412,779 | $227.3M | 1.6% | $475.73 | +14.41% | 12 qtrssince 2020-Q1 | Decreased 0 |
ISHARES 3-7 YEAR TREASURY BOND ETF | 2M | $226.3M | 1.5% | $110.28 | -6.85% | 12 qtrssince 2020-Q1 | Decreased 0 |
NIKE INC | 1.9M | $223M | 1.5% | $101.91 | +6.08% | 12 qtrssince 2020-Q1 | Increased 56 |
Bank Julius Baer & Co. Ltd, Zurich manages $14.6B across 572 positions as of Q4 2022. Top holdings: MSFT (5.7%), SPY (4.5%), UNH (3.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 38 new positions, 36 exits, 378 increased. Top move: UNH (INCREASED, conviction 67). Portfolio: $14.6B across 572 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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