Bank Julius Baer & Co. Ltd, Zurich Top Holdings and 13F Report (2025) About Bank Julius Baer & Co. Ltd, ZurichInvestment ActivityBank Julius Baer & Co. Ltd, Zurich has $33.34 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 2.90% of the portfolio was purchased this quarter.About 12.20% 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 71 stocks.Bank Julius Baer & Co. Ltd, Zurich sold shares of 505 stocks and completely divested from 34 stocks this quarter.Largest Holdings Microsoft $2,185,392,154NVIDIA $1,823,050,821Alphabet $1,458,117,923Meta Platforms $1,360,572,576Apple $1,042,263,377 Largest New Holdings this Quarter H2927K103 - AMRIZE LTD $79,594,861 Holding464286871 - iShares MSCI Hong Kong ETF $24,031,685 HoldingV7780T103 - Royal Caribbean Cruises $10,864,572 HoldingM7S64H106 - monday.com $7,535,091 Holding26603R106 - DUOLINGO INC $5,749,276 Holding Largest Purchases this Quarter Booking 23,687 shares (about $160.97M)Invesco QQQ 192,419 shares (about $131.29M)Berkshire Hathaway 160,056 shares (about $91.33M)AMRIZE LTD 1,601,331 shares (about $79.59M)Costco Wholesale 68,351 shares (about $78.99M) Largest Sales this Quarter Meta Platforms 327,022 shares (about $284.94M)Oracle 912,034 shares (about $234.23M)Home Depot 388,740 shares (about $164.63M)Microsoft 276,735 shares (about $161.81M)Nasdaq 1,384,604 shares (about $146.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBank Julius Baer & Co. Ltd, Zurich Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,185,392,154$161,811,795 ▼-6.9%3,737,5186.6%Computer and TechnologyNVDANVIDIA$1,823,050,821$7,593,485 ▼-0.4%9,826,9925.5%Computer and TechnologyGOOGLAlphabet$1,458,117,923$48,703,982 ▼-3.2%7,033,2424.4%Computer and TechnologyMETAMeta Platforms$1,360,572,576$284,938,134 ▼-17.3%1,561,5224.1%Computer and TechnologyAAPLApple$1,042,263,377$87,161,082 ▼-7.7%4,301,2923.1%Computer and TechnologyVVisa$1,001,220,720$93,230,239 ▼-8.5%2,374,8193.0%Business ServicesAMZNAmazon.com$935,999,237$84,767,355 ▼-8.3%3,609,4902.8%Retail/WholesaleNFLXNetflix$848,663,136$12,990,960 ▼-1.5%544,0452.5%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$830,836,567$141,763,171 ▼-14.6%1,070,3582.5%FinancePGProcter & Gamble$713,294,719$44,911,932 ▼-5.9%3,818,4642.1%Consumer StaplesMAMastercard$698,434,086$29,203,862 ▼-4.0%1,063,5842.1%Business ServicesLLYEli Lilly and Company$617,447,363$53,772,206 ▼-8.0%671,7121.9%MedicalJPMJPMorgan Chase & Co.$599,347,806$55,087,180 ▼-8.4%1,749,9481.8%FinanceAVGOBroadcom$565,490,589$84,403,885 ▼-13.0%1,754,2601.7%Computer and TechnologyPGRProgressive$489,466,304$30,416,443 ▼-5.9%1,567,6341.5%FinanceLINDE PLC$418,304,052$37,475,207 ▼-8.2%747,0831.3%SHSSPGIS&P Global$394,133,811$35,641,508 ▼-8.3%636,7691.2%FinanceCDNSCadence Design Systems$387,765,669$15,459,721 ▼-3.8%1,058,4991.2%Computer and TechnologyBKNGBooking$372,839,150$160,969,688 ▲76.0%54,8641.1%Retail/WholesaleCOSTCostco Wholesale$369,802,395$78,990,117 ▲27.2%319,9941.1%Retail/WholesaleHONHoneywell International$362,743,672$60,651,818 ▼-14.3%1,324,1991.1%Multi-Sector ConglomeratesISRGIntuitive Surgical$328,397,994$39,337,069 ▼-10.7%522,7211.0%MedicalBRK.BBerkshire Hathaway$310,274,509$91,326,082 ▲41.7%543,7800.9%FinanceSYKStryker$301,035,129$22,703,067 ▼-7.0%641,8740.9%MedicalIEFiShares 7-10 Year Treasury Bond ETF$296,183,506$23,788,312 ▼-7.4%2,461,6600.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$291,787,251$28,723,922 ▼-9.0%1,950,2380.9%ETFJNJJohnson & Johnson$273,349,312$25,180,647 ▼-8.4%1,517,1040.8%MedicalORCLOracle$270,554,028$234,229,073 ▼-46.4%1,053,4750.8%Computer and TechnologyLAM RESEARCH CORP$266,421,989$61,791,391 ▲30.2%2,330,0340.8%COM NEWKOCocaCola$266,233,740$19,100,912 ▼-6.7%3,172,3650.8%Consumer StaplesDHRDanaher$260,136,321$18,470,504 ▼-6.6%1,114,5840.8%MedicalADBEAdobe$249,602,975$21,047,878 ▼-7.8%552,8700.7%Computer and TechnologyADPAutomatic Data Processing$246,974,642$19,368,882 ▼-7.3%683,7780.7%Computer and TechnologyAMEAMETEK$246,547,147$29,750,620 ▼-10.8%1,165,2860.7%Computer and TechnologyMRKMerck & Co., Inc.$241,871,709$1,818,985 ▼-0.7%2,606,6240.7%MedicalTXNTexas Instruments$231,995,335$135,173,254 ▼-36.8%936,0650.7%Computer and TechnologyNDAQNasdaq$228,569,696$146,287,428 ▼-39.0%2,163,4020.7%FinanceQQQInvesco QQQ$221,501,088$131,288,637 ▲145.5%324,6360.7%FinanceGEGE Aerospace$221,425,326$8,369,468 ▼-3.6%732,6020.7%AerospaceINTUIntuit$214,297,730$28,171,410 ▼-11.6%230,3300.6%Computer and TechnologyFIFiserv$213,281,264$13,372,662 ▼-5.9%1,063,0840.6%Business ServicesCMECME Group$211,448,273$3,603,257 ▲1.7%654,5450.6%FinanceAMATApplied Materials$209,088,965$18,585,042 ▼-8.2%967,7360.6%Computer and TechnologyAPHAmphenol$208,054,019$19,659,533 ▼-8.6%1,806,0280.6%Computer and TechnologyCATCaterpillar$207,112,428$40,388,638 ▼-16.3%450,5860.6%IndustrialsHDHome Depot$205,735,614$164,626,775 ▼-44.5%485,8120.6%Retail/WholesaleTTTrane Technologies$201,753,145$7,373,010 ▼-3.5%406,1600.6%ConstructionUBERUber Technologies$200,972,789$18,378,362 ▼-8.4%1,828,9060.6%Computer and TechnologyXOMExxon Mobil$197,674,334$11,803,663 ▼-5.6%1,564,2910.6%EnergyETNEaton$191,157,712$38,344,358 ▼-16.7%453,7660.6%IndustrialsPANWPalo Alto Networks$186,134,766$25,151,275 ▲15.6%774,7550.6%Computer and TechnologyABTAbbott Laboratories$184,800,830$2,704,618 ▲1.5%1,172,9850.6%MedicalDISWalt Disney$184,360,427$15,503,225 ▼-7.8%1,266,2570.6%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$180,146,285$15,876,495 ▼-8.1%480,2730.5%FinanceVRTXVertex Pharmaceuticals$171,845,239$16,048,588 ▼-8.5%331,9100.5%MedicalMKLMarkel Group$169,986,491$5,557,883 ▼-3.2%73,4340.5%Multi-Sector ConglomeratesUNHUnitedHealth Group$169,982,817$133,850,900 ▼-44.1%463,0410.5%MedicalADSKAutodesk$165,222,530$9,893,162 ▼-5.6%454,3420.5%Computer and TechnologyCOPConocoPhillips$164,631,000$12,216,566 ▼-6.9%1,545,9720.5%EnergyACNAccenture$157,070,960$9,491,782 ▼-5.7%453,7820.5%Computer and TechnologyHLTHilton Worldwide$153,707,596$1,840,795 ▼-1.2%490,6500.5%Consumer DiscretionaryTMOThermo Fisher Scientific$151,672,564$58,587,500 ▼-27.9%314,2130.5%MedicalUBSUBS Group$151,375,619$1,692,301 ▼-1.1%4,488,9390.5%FinanceADIAnalog Devices$146,894,989$13,331,487 ▼-8.3%525,2260.4%Computer and TechnologyVRSKVerisk Analytics$145,807,553$135,442,099 ▼-48.2%399,1140.4%Business ServicesRACEFerrari$142,768,773$19,973,841 ▲16.3%285,5970.4%Auto/Tires/TrucksEAElectronic Arts$140,219,761$8,796,037 ▼-5.9%755,5990.4%Consumer DiscretionaryARM HOLDINGS PLC$138,720,618$10,961,348 ▼-7.3%732,3700.4%SPONSORED ADSBLACKROCK INC$132,821,268$3,599,353 ▼-2.6%111,1840.4%COMALCAlcon$132,518,055$2,895,515 ▲2.2%1,503,1600.4%MedicalSCHWCharles Schwab$132,186,521$85,287,679 ▼-39.2%1,242,1330.4%FinanceTE CONNECTIVITY PLC$127,565,444$9,186,987 ▼-6.7%650,0890.4%ORD SHSMSCIMSCI$126,673,012$15,469,998 ▼-10.9%188,9860.4%FinanceIDXXIDEXX Laboratories$124,096,329$11,296,121 ▼-8.3%198,8640.4%MedicalBMYBristol Myers Squibb$123,431,619$3,136,148 ▼-2.5%2,290,5800.4%MedicalWMTWalmart$120,904,018$14,732,638 ▼-10.9%985,9340.4%Retail/WholesaleUNPUnion Pacific$119,171,753$9,646,252 ▼-7.5%439,0560.4%TransportationEMREmerson Electric$111,431,836$7,161,775 ▼-6.0%723,7540.3%IndustrialsWMWaste Management$109,141,217$320,618 ▲0.3%421,7660.3%Business ServicesRSGRepublic Services$108,171,090$16,256,035 ▼-13.1%372,3630.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$105,276,771$12,074,332 ▼-10.3%395,3830.3%Computer and TechnologyZTSZoetis$103,710,384$12,458,404 ▲13.7%589,8680.3%MedicalMCHIiShares MSCI China ETF$98,907,734$8,067,608 ▼-7.5%1,428,8130.3%ETFTIPiShares TIPS Bond ETF$95,224,508$5,847,683 ▼-5.8%688,8030.3%ETFEOGEOG Resources$94,821,026$5,428,020 ▼-5.4%689,3890.3%EnergyHBANHuntington Bancshares$88,542,219$6,063,336 ▼-6.4%4,591,7180.3%FinancePSAPublic Storage$88,371,536$2,972,816 ▼-3.3%263,2880.3%FinanceKDPKeurig Dr Pepper$87,771,826$4,100,367 ▼-4.5%2,313,8010.3%Consumer StaplesMDTMedtronic$84,264,593$5,151,909 ▼-5.8%835,1370.3%MedicalAMRIZE LTD$79,594,861$79,594,861 ▲New Holding1,601,3310.2%SHSCVXChevron$78,315,959$1,208,567 ▼-1.5%481,5340.2%EnergyNKENIKE$76,854,407$7,518,634 ▼-8.9%918,4850.2%Consumer DiscretionaryMARMarriott International$74,987,485$2,454,275 ▼-3.2%243,2390.2%Consumer DiscretionaryNOWServiceNow$73,382,351$29,289,220 ▲66.4%62,8790.2%Computer and TechnologyCHDChurch & Dwight$71,665,907$60,228,873 ▲526.6%648,8700.2%Consumer StaplesNXPINXP Semiconductors$70,748,424$4,421,477 ▼-5.9%280,4030.2%Computer and TechnologyUSBU.S. Bancorp$69,881,075$12,914,377 ▼-15.6%1,341,3160.2%FinanceINFYAmerican Noble Gas$69,219,747$2,743,604 ▼-3.8%3,248,7770.2%Computer and TechnologyAFLAflac$64,989,102$6,087,170 ▼-8.6%521,0300.2%FinanceCRMSalesforce$63,590,695$29,933,574 ▼-32.0%194,0060.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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