Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q4 2025
Top Holdings644 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 7.5M | $2.4B | 6.5% | $111.61 | +181.21% | 24 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 4.4M | $2.2B | 5.9% | $273.25 | +78.40% | 24 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORP | 10.6M | $2B | 5.4% | $115.08 | +62.96% | 24 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 6M | $1.6B | 4.5% | $162.55 | +66.80% | 24 qtrssince 2020-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 1.9M | $1.2B | 3.4% | $371.41 | +79.30% | 24 qtrssince 2020-Q1 | Increased 60 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $1B | 2.9% | $422.37 | +62.66% | 24 qtrssince 2020-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 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% | $134.53 | +72.85% | 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 INC - A | 1.3M | $726.6M | 2.0% | $383.79 | +50.23% | 24 qtrssince 2020-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 2.2M | $697.8M | 1.9% | $136.91 | +135.17% | 24 qtrssince 2020-Q1 | Increased 50 |
BROADCOM INC | 1.9M | $654.4M | 1.8% | $191.45 | +82.74% | 24 qtrssince 2020-Q1 | Increased 57 |
PROCTER & GAMBLE CO/THE | 4.5M | $649.1M | 1.8% | $157.85 | -11.19% | 24 qtrssince 2020-Q1 | Decreased 0 |
NETFLIX INC | 6.9M | $643.7M | 1.8% | $92.33 | +1.57% | 24 qtrssince 2020-Q1 | Increased 80 |
INTL BUSINESS MACHINES CORP | 1.6M | $488.8M | 1.3% | $274.79 | +5.64% | 24 qtrssince 2020-Q1 | Increased 49 |
COSTCO WHOLESALE CORP | 505,645 | $436.2M | 1.2% | $797.70 | +7.63% | 24 qtrssince 2020-Q1 | Increased 63 |
PROGRESSIVE CORP | 1.9M | $427.5M | 1.2% | $172.76 | +25.17% | 24 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 825,882 | $415.1M | 1.1% | $477.44 | +5.50% | 24 qtrssince 2020-Q1 | Increased 61 |
GENERAL ELECTRIC CO COM STOCK | 1.3M | $407M | 1.1% | $231.60 | +34.63% | 15 qtrssince 2022-Q2 | Decreased 0 |
INTUITIVE SURGICAL INC | 690,727 | $391.6M | 1.1% | $340.51 | +68.17% | 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 Rating: 3/5.0.
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
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer