Bank Julius Baer & Co. Ltd, Zurich Top Holdings and 13F Report (2025)

About Bank Julius Baer & Co. Ltd, Zurich

Investment Activity

Bank Julius Baer & Co. Ltd, Zurich has $33.66 billion in total holdings as of June 30, 2025.
Bank Julius Baer & Co. Ltd, Zurich owns shares of 610 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 11.78% of the portfolio was purchased this quarter.
About 3.72% of the portfolio was sold this quarter.
This quarter, Bank Julius Baer & Co. Ltd, Zurich has purchased 614 new stocks and bought additional shares in 428 stocks.
Bank Julius Baer & Co. Ltd, Zurich sold shares of 148 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

Microsoft: $2,210,980,903
NVIDIA: $1,848,883,235
Alphabet: $1,473,962,529
Meta Platforms: $1,368,243,341
Apple: $1,054,315,994

Largest New Holdings this Quarter

H2927K103 - AMRIZE LTD: $79,594,861 Holding
464286871 - iShares MSCI Hong Kong ETF: $24,031,685 Holding
V7780T103 - Royal Caribbean Cruises: $10,864,572 Holding
M7S64H106 - monday.com: $7,535,091 Holding
26603R106 - DUOLINGO INC: $5,749,276 Holding

Largest Purchases this Quarter

NVIDIA: 1,835,586 shares (about $289.98M)
Microsoft: 431,044 shares (about $214.39M)
Booking: 33,487 shares (about $193.86M)
Alphabet: 1,096,075 shares (about $193.15M)
Invesco QQQ: 269,315 shares (about $148.56M)

Largest Sales this Quarter

Oracle: 727,917 shares (about $159.13M)
Invesco S&P 500 Equal Weight ETF: 610,095 shares (about $110.88M)
Home Depot: 296,561 shares (about $108.71M)
Verisk Analytics: 298,315 shares (about $92.93M)
UnitedHealth Group: 279,815 shares (about $87.29M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$2,210,980,903	$214,390,636 ▲	10.7%	4,445,297	6.6%	Computer and Technology
NVDA NVIDIA	$1,848,883,235	$289,980,030 ▲	18.6%	11,703,510	5.5%	Computer and Technology
GOOGL Alphabet	$1,473,962,529	$193,152,431 ▲	15.1%	8,364,241	4.4%	Computer and Technology
META Meta Platforms	$1,368,243,341	$25,666,986 ▼	-1.8%	1,853,769	4.1%	Computer and Technology
AAPL Apple	$1,054,315,994	$98,091,765 ▲	10.3%	5,139,131	3.1%	Computer and Technology
V Visa	$1,008,589,810	$86,922,312 ▲	9.4%	2,840,778	3.0%	Business Services
AMZN Amazon.com	$948,834,354	$85,308,631 ▲	9.9%	4,325,257	2.8%	Retail/Wholesale
NFLX Netflix	$860,829,263	$121,187,244 ▲	16.4%	642,877	2.6%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$830,836,567	$56,676,622 ▲	7.3%	1,344,722	2.5%	Finance
PG Procter & Gamble	$721,118,069	$74,480,803 ▲	11.5%	4,526,400	2.1%	Consumer Staples
MA Mastercard	$707,670,044	$85,055,126 ▲	13.7%	1,259,427	2.1%	Business Services
LLY Eli Lilly and Company	$625,071,283	$55,897,097 ▲	9.8%	801,922	1.9%	Medical
JPM JPMorgan Chase & Co.	$607,955,777	$54,059,942 ▲	9.8%	2,097,281	1.8%	Finance
AVGO Broadcom	$574,854,369	$19,190,963 ▲	3.5%	2,085,727	1.7%	Computer and Technology
PGR Progressive	$497,741,622	$53,444,295 ▲	12.0%	1,865,338	1.5%	Finance
LINDE PLC	$421,819,264	$39,906,863 ▲	10.4%	899,071	1.3%	SHS
SPGI S&P Global	$401,363,101	$35,565,046 ▲	9.7%	761,861	1.2%	Finance
CDNS Cadence Design Systems	$390,483,599	$51,302,959 ▲	15.1%	1,267,187	1.2%	Computer and Technology
COST Costco Wholesale	$375,560,377	$126,469,976 ▲	50.8%	379,409	1.1%	Retail/Wholesale
BKNG Booking	$374,345,290	$193,859,036 ▲	107.4%	64,664	1.1%	Retail/Wholesale
HON Honeywell International	$368,734,360	$8,824,221 ▲	2.5%	1,583,504	1.1%	Multi-Sector Conglomerates
ISRG Intuitive Surgical	$335,815,156	$17,775,058 ▲	5.6%	618,049	1.0%	Medical
BRK.B Berkshire Hathaway	$315,367,577	$128,983,850 ▲	69.2%	649,274	0.9%	Finance
SYK Stryker	$303,155,344	$30,059,166 ▲	11.0%	766,260	0.9%	Medical
IEF iShares 7-10 Year Treasury Bond ETF	$296,183,506	$41,495,517 ▲	16.3%	3,092,654	0.9%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$291,787,251	$36,670,069 ▲	14.4%	2,450,141	0.9%	ETF
JNJ Johnson & Johnson	$274,890,340	$21,818,439 ▲	8.6%	1,799,703	0.8%	Medical
ORCL Oracle	$270,554,028	$159,132,312 ▼	-37.0%	1,237,592	0.8%	Computer and Technology
LAM RESEARCH CORP	$268,512,080	$94,309,702 ▲	54.1%	2,758,497	0.8%	COM NEW
KO CocaCola	$267,905,436	$27,359,222 ▲	11.4%	3,786,671	0.8%	Consumer Staples
DHR Danaher	$263,997,252	$28,208,393 ▲	12.0%	1,336,533	0.8%	Medical
ADBE Adobe	$250,689,960	$18,764,753 ▲	8.1%	647,995	0.7%	Computer and Technology
ADP Automatic Data Processing	$249,396,785	$21,981,816 ▲	9.7%	808,680	0.7%	Computer and Technology
AME AMETEK	$248,568,829	$12,253,164 ▲	5.2%	1,373,612	0.7%	Computer and Technology
MRK Merck & Co., Inc.	$242,918,647	$35,026,688 ▲	16.8%	3,068,707	0.7%	Medical
TXN Texas Instruments	$233,472,870	$74,109,553 ▼	-24.1%	1,124,520	0.7%	Computer and Technology
NDAQ Nasdaq	$230,324,202	$86,935,554 ▼	-27.4%	2,575,781	0.7%	Finance
GE GE Aerospace	$223,287,287	$27,595,544 ▲	14.1%	867,506	0.7%	Aerospace
QQQ Invesco QQQ	$221,501,088	$148,564,910 ▲	203.7%	401,532	0.7%	Finance
CME CME Group	$216,724,317	$39,424,087 ▲	22.2%	786,454	0.6%	Finance
INTU Intuit	$215,804,692	$10,540,871 ▲	5.1%	273,992	0.6%	Computer and Technology
FI Fiserv	$213,281,264	$18,503,192 ▲	9.5%	1,237,060	0.6%	Business Services
HD Home Depot	$211,880,643	$108,713,692 ▼	-33.9%	577,991	0.6%	Retail/Wholesale
AMAT Applied Materials	$210,587,998	$17,677,240 ▲	9.2%	1,150,314	0.6%	Computer and Technology
APH Amphenol	$209,618,731	$14,421,156 ▲	7.4%	2,122,721	0.6%	Computer and Technology
TT Trane Technologies	$209,478,430	$25,368,121 ▲	13.8%	479,012	0.6%	Construction
CAT Caterpillar	$208,602,710	$425,857 ▼	-0.2%	537,357	0.6%	Industrials
UBER Uber Technologies	$202,437,112	$16,195,947 ▲	8.7%	2,169,744	0.6%	Computer and Technology
XOM Exxon Mobil	$197,674,334	$18,970,418 ▲	10.6%	1,833,673	0.6%	Energy
ETN Eaton	$192,541,267	$1,936,975 ▼	-1.0%	539,361	0.6%	Industrials
ABT Abbott Laboratories	$189,633,277	$32,461,379 ▲	20.7%	1,394,534	0.6%	Medical
PANW Palo Alto Networks	$188,659,253	$51,536,742 ▲	37.6%	921,908	0.6%	Computer and Technology
DIS Walt Disney	$184,360,427	$14,131,787 ▲	8.3%	1,486,699	0.5%	Consumer Discretionary
AJG Arthur J. Gallagher & Co.	$181,680,880	$14,386,191 ▲	8.6%	567,540	0.5%	Finance
VRTX Vertex Pharmaceuticals	$174,240,426	$12,674,386 ▲	7.8%	391,376	0.5%	Medical
UNH UnitedHealth Group	$170,907,272	$87,292,355 ▼	-33.8%	547,842	0.5%	Medical
MKL Markel Group	$169,986,491	$18,517,434 ▲	12.2%	85,106	0.5%	Multi-Sector Conglomerates
ADSK Autodesk	$166,578,324	$17,505,868 ▲	11.7%	538,096	0.5%	Computer and Technology
COP ConocoPhillips	$164,631,000	$15,607,478 ▲	10.5%	1,834,619	0.5%	Energy
ACN Accenture	$161,986,738	$18,182,481 ▲	12.6%	542,047	0.5%	Computer and Technology
HLT Hilton Worldwide	$154,921,624	$22,676,972 ▲	17.1%	581,669	0.5%	Consumer Discretionary
TMO Thermo Fisher Scientific	$152,685,089	$23,929,725 ▼	-13.5%	376,568	0.5%	Medical
UBS UBS Group	$151,375,619	$25,146,014 ▲	19.9%	5,443,355	0.4%	Finance
ADI Analog Devices	$148,083,575	$11,723,668 ▲	8.6%	622,148	0.4%	Computer and Technology
VRSK Verisk Analytics	$146,884,717	$92,925,127 ▼	-38.7%	471,540	0.4%	Business Services
RACE Ferrari	$143,881,473	$40,120,738 ▲	38.7%	340,622	0.4%	Auto/Tires/Trucks
EA Electronic Arts	$140,219,761	$11,984,954 ▲	9.3%	878,047	0.4%	Consumer Discretionary
ARM HOLDINGS PLC	$139,850,048	$12,036,686 ▲	9.4%	864,660	0.4%	SPONSORED ADS
BLACKROCK INC	$137,607,592	$17,816,051 ▲	14.9%	131,181	0.4%	COM
ALC Alcon	$132,518,055	$23,480,768 ▲	21.5%	1,786,943	0.4%	Medical
SCHW Charles Schwab	$132,186,521	$54,268,464 ▼	-29.1%	1,448,778	0.4%	Finance
MSCI MSCI	$127,725,696	$5,418,484 ▲	4.4%	221,461	0.4%	Finance
TE CONNECTIVITY PLC	$127,565,444	$10,023,438 ▲	8.5%	756,336	0.4%	ORD SHS
IDXX IDEXX Laboratories	$125,108,303	$8,740,735 ▲	7.5%	233,263	0.4%	Medical
BMY Bristol Myers Squibb	$123,431,619	$14,706,655 ▲	13.5%	2,666,486	0.4%	Medical
WMT Walmart	$120,904,018	$12,752,079 ▲	11.8%	1,236,490	0.4%	Retail/Wholesale
UNP Union Pacific	$120,058,177	$10,863,448 ▲	9.9%	521,811	0.4%	Transportation
WM Waste Management	$113,280,375	$17,082,540 ▲	17.8%	495,203	0.3%	Business Services
EMR Emerson Electric	$111,431,836	$8,731,778 ▲	8.5%	835,760	0.3%	Industrials
RSG Republic Services	$109,689,853	$4,061,418 ▲	3.8%	444,791	0.3%	Business Services
ZTS Zoetis	$107,151,328	$26,231,812 ▲	32.4%	687,257	0.3%	Medical
TSM Taiwan Semiconductor Manufacturing	$105,783,518	$5,973,688 ▲	6.0%	467,108	0.3%	Computer and Technology
MCHI iShares MSCI China ETF	$98,907,734	$13,758,578 ▲	16.2%	1,795,059	0.3%	ETF
TIP iShares TIPS Bond ETF	$95,224,508	$14,774,075 ▲	18.4%	865,363	0.3%	ETF
EOG EOG Resources	$94,821,026	$7,642,956 ▲	8.8%	792,752	0.3%	Energy
HBAN Huntington Bancshares	$88,542,219	$6,315,033 ▲	7.7%	5,282,949	0.3%	Finance
PSA Public Storage	$88,371,536	$8,518,852 ▲	10.7%	301,178	0.3%	Finance
KDP Keurig Dr Pepper	$87,771,826	$7,704,038 ▲	9.6%	2,654,925	0.3%	Consumer Staples
MDT Medtronic	$84,264,593	$7,014,829 ▲	9.1%	966,670	0.3%	Medical
CVX Chevron	$80,799,098	$10,797,856 ▲	15.4%	564,389	0.2%	Energy
AMRIZE LTD	$79,594,861	$79,594,861 ▲	New Holding	1,924,419	0.2%	SHS
MAR Marriott International	$77,887,997	$9,277,447 ▲	13.5%	285,167	0.2%	Consumer Discretionary
NKE NIKE	$76,854,407	$5,221,937 ▲	7.3%	1,081,847	0.2%	Consumer Discretionary
NOW ServiceNow	$74,702,671	$35,859,585 ▲	92.3%	72,662	0.2%	Computer and Technology
CHD Church & Dwight	$72,209,375	$62,256,991 ▲	625.5%	751,320	0.2%	Consumer Staples
NXPI NXP Semiconductors	$70,748,424	$5,654,307 ▲	8.7%	323,806	0.2%	Computer and Technology
USB U.S. Bancorp	$69,881,075	$2,035,124 ▼	-2.8%	1,544,226	0.2%	Finance
INFY American Noble Gas	$69,219,747	$6,633,815 ▲	10.6%	3,735,550	0.2%	Computer and Technology
AFL Aflac	$64,989,102	$4,896,561 ▲	8.1%	616,264	0.2%	Finance
CRM Salesforce	$64,863,208	$12,943,246 ▼	-16.6%	237,864	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Bank Julius Baer & Co. Ltd, Zurich Top Holdings and 13F Report (2025)

About Bank Julius Baer & Co. Ltd, Zurich

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bank Julius Baer & Co. Ltd, Zurich Top Holdings and 13F Report (2025)

About Bank Julius Baer & Co. Ltd, Zurich

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBank Julius Baer & Co. Ltd, Zurich

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools