Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q4 2024
Top Holdings632 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4M | $1.8B | 5.6% | $259.60 | +62.45% | 20 qtrssince 2020-Q1 | Increased 67 |
ALPHABET INC-CL A | 7.6M | $1.6B | 4.8% | $106.22 | +79.33% | 20 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORP | 10.5M | $1.5B | 4.7% | $111.68 | +23.07% | 20 qtrssince 2020-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.1M | $1.3B | 4.0% | $364.23 | +61.82% | 20 qtrssince 2020-Q1 | Increased 61 |
APPLE INC | 4.8M | $1.3B | 4.0% | $140.60 | +76.83% | 20 qtrssince 2020-Q1 | Increased 64 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $990.2M | 3.1% | $389.30 | +49.34% | 20 qtrssince 2020-Q1 | Increased 65 |
AMAZON.COM INC | 4.1M | $960.5M | 3.0% | $128.64 | +72.03% | 20 qtrssince 2020-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 2.7M | $908.2M | 2.8% | $271.68 | +14.82% | 20 qtrssince 2020-Q1 | Increased 59 |
UNITEDHEALTH GROUP INC | 1.5M | $824.2M | 2.5% | $443.29 | +11.80% | 20 qtrssince 2020-Q1 | Increased 63 |
BROADCOM INC | 2.9M | $732M | 2.3% | $166.90 | +37.16% | 20 qtrssince 2020-Q1 | Increased 61 |
MASTERCARD INC - A | 1.1M | $640.6M | 2.0% | $364.48 | +43.15% | 20 qtrssince 2020-Q1 | Increased 54 |
ELI LILLY & CO | 745,161 | $619.8M | 1.9% | $604.38 | +26.18% | 20 qtrssince 2020-Q1 | Increased 57 |
PROCTER & GAMBLE CO/THE | 3.2M | $580.6M | 1.8% | $155.82 | +2.54% | 20 qtrssince 2020-Q1 | Increased 80 |
JPMORGAN CHASE & CO | 2.1M | $549.8M | 1.7% | $131.09 | +77.97% | 20 qtrssince 2020-Q1 | Increased 53 |
NETFLIX INC | 556,217 | $532.1M | 1.6% | $72.05 | +24.97% | 20 qtrssince 2020-Q1 | Increased 63 |
INTUITIVE SURGICAL INC | 833,606 | $466.6M | 1.4% | $328.78 | +60.28% | 20 qtrssince 2020-Q1 | Increased 52 |
PROGRESSIVE CORP | 1.6M | $424.9M | 1.3% | $159.71 | +38.24% | 20 qtrssince 2020-Q1 | Increased 57 |
ADOBE INC | 817,065 | $389.9M | 1.2% | $462.90 | -3.94% | 20 qtrssince 2020-Q1 | Increased 54 |
HONEYWELL INTL INC | 1.6M | $389.6M | 1.2% | $148.34 | +40.90% | 20 qtrssince 2020-Q1 | Increased 54 |
S&P GLOBAL INC | 721,271 | $387.5M | 1.2% | $351.42 | +40.68% | 20 qtrssince 2020-Q1 | Increased 53 |
Bank Julius Baer & Co. Ltd, Zurich manages $32.4B across 632 positions as of Q4 2024. Top holdings: MSFT (5.6%), GOOGL (4.8%), NVDA (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 147 new positions, 25 exits, 383 increased. Top move: PG (INCREASED, conviction 80). Portfolio: $32.4B across 632 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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