Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q4 2025
Top Holdings644 positions
ALPHABET INC | 7.5M | $2.4B | 6.5% | $94.11 | +231.94% | 24 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 4.4M | $2.2B | 5.9% | $272.83 | +76.14% | 24 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORPORATION | 10.6M | $2B | 5.4% | $36.16 | +414.53% | 24 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 6M | $1.6B | 4.5% | $161.69 | +67.68% | 24 qtrssince 2020-Q1 | Increased 61 |
META PLATFORMS INC | 1.9M | $1.2B | 3.4% | $371.77 | +77.10% | 24 qtrssince 2020-Q1 | Increased 60 |
SPDR S&P 500 ETF TR | 1.5M | $1B | 2.9% | $419.00 | +61.49% | 24 qtrssince 2020-Q1 | Increased 59 |
VISA INC | 2.8M | $973.5M | 2.7% | $277.01 | +25.85% | 24 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 3.9M | $899.2M | 2.5% | $153.35 | +50.52% | 24 qtrssince 2020-Q1 | Decreased 0 |
ELI LILLY & CO | 748,090 | $804.4M | 2.2% | $620.15 | +72.46% | 24 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.3M | $726.6M | 2.0% | $383.93 | +47.97% | 24 qtrssince 2020-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 2.2M | $697.8M | 1.9% | $135.33 | +134.77% | 24 qtrssince 2020-Q1 | Increased 50 |
BROADCOM INC | 1.9M | $654.4M | 1.8% | $127.78 | +169.38% | 24 qtrssince 2020-Q1 | Increased 57 |
PROCTER AND GAMBLE CO | 4.5M | $649.1M | 1.8% | $157.85 | -11.19% | 24 qtrssince 2020-Q1 | Decreased 0 |
NETFLIX INC | 6.9M | $643.7M | 1.8% | $79.21 | +18.37% | 24 qtrssince 2020-Q1 | Increased 80 |
INTERNATIONAL BUSINESS MACHS | 1.6M | $488.8M | 1.3% | $274.79 | +5.64% | 24 qtrssince 2020-Q1 | Increased 49 |
COSTCO WHSL CORP NEW | 505,645 | $436.2M | 1.2% | $797.70 | +7.63% | 24 qtrssince 2020-Q1 | Increased 63 |
PROGRESSIVE CORP | 1.9M | $427.5M | 1.2% | $172.70 | +23.81% | 24 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 825,882 | $415.1M | 1.1% | $479.76 | +4.77% | 24 qtrssince 2020-Q1 | Increased 61 |
GENERAL ELECTRIC CO | 1.3M | $407M | 1.1% | $233.61 | +31.30% | 15 qtrssince 2022-Q2 | Decreased 0 |
INTUITIVE SURGICAL INC | 690,727 | $391.6M | 1.1% | $293.45 | +93.00% | 24 qtrssince 2020-Q1 | Decreased 0 |
Bank Julius Baer & Co. Ltd, Zurich manages $36.2B across 644 positions as of Q4 2025. Top holdings: GOOGL (6.5%), MSFT (5.9%), NVDA (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 54 new positions, 79 exits, 190 increased. Top move: NFLX (INCREASED, conviction 80). Portfolio: $36.2B across 644 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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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
Verify source filings on SEC EDGAR