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 $33.66 billion in total holdings as of March 31, 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 4.93% of the portfolio was purchased this quarter.About 5.93% 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 183 stocks.Bank Julius Baer & Co. Ltd, Zurich sold shares of 272 stocks and completely divested from 34 stocks this quarter.Largest Holdings Microsoft $2,210,980,903NVIDIA $1,848,883,235Alphabet $1,473,962,529Meta Platforms $1,368,243,341Apple $1,054,315,994 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 30,658 shares (about $177.48M)Invesco QQQ 255,389 shares (about $140.88M)NVIDIA 841,417 shares (about $132.92M)Berkshire Hathaway 224,450 shares (about $109.02M)Costco Wholesale 102,235 shares (about $101.20M) Largest Sales this Quarter Oracle 897,508 shares (about $196.21M)Meta Platforms 222,455 shares (about $164.19M)Home Depot 384,737 shares (about $141.04M)Invesco S&P 500 Equal Weight ETF 693,890 shares (about $126.11M)Nasdaq 1,324,083 shares (about $118.40M) 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$2,210,980,903$13,179,948 ▲0.6%4,445,2976.6%Computer and TechnologyNVDANVIDIA$1,848,883,235$132,924,378 ▲7.7%11,703,5105.5%Computer and TechnologyGOOGLAlphabet$1,473,962,529$64,233,063 ▲4.6%8,364,2414.4%Computer and TechnologyMETAMeta Platforms$1,368,243,341$164,191,209 ▼-10.7%1,853,7694.1%Computer and TechnologyAAPLApple$1,054,315,994$717,631 ▼-0.1%5,139,1313.1%Computer and TechnologyVVisa$1,008,589,810$8,449,597 ▼-0.8%2,840,7783.0%Business ServicesAMZNAmazon.com$948,834,354$5,312,060 ▼-0.6%4,325,2572.8%Retail/WholesaleNFLXNetflix$860,829,263$50,514,770 ▲6.2%642,8772.6%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$830,836,567$44,128,705 ▼-5.0%1,344,7222.5%FinancePGProcter & Gamble$721,118,069$10,414,344 ▲1.5%4,526,4002.1%Consumer StaplesMAMastercard$707,670,044$24,234,679 ▲3.5%1,259,4272.1%Business ServicesLLYEli Lilly and Company$625,071,283$2,210,567 ▼-0.4%801,9221.9%MedicalJPMJPMorgan Chase & Co.$607,955,777$4,409,625 ▼-0.7%2,097,2811.8%FinanceAVGOBroadcom$574,854,369$37,022,601 ▼-6.1%2,085,7271.7%Computer and TechnologyPGRProgressive$497,741,622$8,167,087 ▲1.7%1,865,3381.5%FinanceLINDE PLC$421,819,264$500,138 ▼-0.1%899,0711.3%SHSSPGIS&P Global$401,363,101$3,035,533 ▼-0.8%761,8611.2%FinanceCDNSCadence Design Systems$390,483,599$16,319,005 ▲4.4%1,267,1871.2%Computer and TechnologyCOSTCostco Wholesale$375,560,377$101,197,956 ▲36.9%379,4091.1%Retail/WholesaleBKNGBooking$374,345,290$177,481,719 ▲90.2%64,6641.1%Retail/WholesaleHONHoneywell International$368,734,360$28,884,157 ▼-7.3%1,583,5041.1%Multi-Sector ConglomeratesISRGIntuitive Surgical$335,815,156$12,713,780 ▼-3.6%618,0491.0%MedicalBRK.BBerkshire Hathaway$315,367,577$109,020,618 ▲52.8%649,2740.9%FinanceSYKStryker$303,155,344$1,965,094 ▲0.7%766,2600.9%MedicalIEFiShares 7-10 Year Treasury Bond ETF$296,183,506$8,331,895 ▲2.9%3,092,6540.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$291,787,251$3,450,513 ▲1.2%2,450,1410.9%ETFJNJJohnson & Johnson$274,890,340$3,131,059 ▼-1.1%1,799,7030.8%MedicalORCLOracle$270,554,028$196,207,154 ▼-42.0%1,237,5920.8%Computer and TechnologyLAM RESEARCH CORP$268,512,080$76,891,976 ▲40.1%2,758,4970.8%COM NEWKOCocaCola$267,905,436$2,675,467 ▲1.0%3,786,6710.8%Consumer StaplesDHRDanaher$263,997,252$3,181,320 ▲1.2%1,336,5330.8%MedicalADBEAdobe$250,689,960$4,203,345 ▼-1.6%647,9950.7%Computer and TechnologyADPAutomatic Data Processing$249,396,785$361,136 ▼-0.1%808,6800.7%Computer and TechnologyAMEAMETEK$248,568,829$9,595,766 ▼-3.7%1,373,6120.7%Computer and TechnologyMRKMerck & Co., Inc.$242,918,647$16,109,284 ▲7.1%3,068,7070.7%MedicalTXNTexas Instruments$233,472,870$105,757,073 ▼-31.2%1,124,5200.7%Computer and TechnologyNDAQNasdaq$230,324,202$118,398,404 ▼-34.0%2,575,7810.7%FinanceGEGE Aerospace$223,287,287$7,872,785 ▲3.7%867,5060.7%AerospaceQQQInvesco QQQ$221,501,088$140,882,772 ▲174.8%401,5320.7%FinanceCMECME Group$216,724,317$20,203,525 ▲10.3%786,4540.6%FinanceINTUIntuit$215,804,692$10,296,705 ▼-4.6%273,9920.6%Computer and TechnologyFIFiserv$213,281,264$1,914,266 ▲0.9%1,237,0600.6%Business ServicesHDHome Depot$211,880,643$141,037,357 ▼-40.0%577,9910.6%Retail/WholesaleAMATApplied Materials$210,587,998$1,656,051 ▼-0.8%1,150,3140.6%Computer and TechnologyAPHAmphenol$209,618,731$3,948,322 ▼-1.8%2,122,7210.6%Computer and TechnologyTTTrane Technologies$209,478,430$7,246,285 ▲3.6%479,0120.6%ConstructionCATCaterpillar$208,602,710$22,302,944 ▼-9.7%537,3570.6%IndustrialsUBERUber Technologies$202,437,112$2,291,261 ▼-1.1%2,169,7440.6%Computer and TechnologyXOMExxon Mobil$197,674,334$2,829,274 ▲1.5%1,833,6730.6%EnergyETNEaton$192,541,267$22,028,542 ▼-10.3%539,3610.6%IndustrialsABTAbbott Laboratories$189,633,277$15,802,206 ▲9.1%1,394,5340.6%MedicalPANWPalo Alto Networks$188,659,253$37,901,170 ▲25.1%921,9080.6%Computer and TechnologyDISWalt Disney$184,360,427$1,420,743 ▼-0.8%1,486,6990.5%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$181,680,880$1,760,340 ▼-1.0%567,5400.5%FinanceVRTXVertex Pharmaceuticals$174,240,426$2,962,803 ▼-1.7%391,3760.5%MedicalUNHUnitedHealth Group$170,907,272$112,742,733 ▼-39.7%547,8420.5%MedicalMKLMarkel Group$169,986,491$5,794,313 ▲3.5%85,1060.5%Multi-Sector ConglomeratesADSKAutodesk$166,578,324$2,932,246 ▲1.8%538,0960.5%Computer and TechnologyCOPConocoPhillips$164,631,000$1,139,645 ▲0.7%1,834,6190.5%EnergyACNAccenture$161,986,738$3,045,804 ▲1.9%542,0470.5%Computer and TechnologyHLTHilton Worldwide$154,921,624$9,891,595 ▲6.8%581,6690.5%Consumer DiscretionaryTMOThermo Fisher Scientific$152,685,089$42,097,388 ▼-21.6%376,5680.5%MedicalUBSUBS Group$151,375,619$26,043,418 ▲20.8%5,443,3550.4%FinanceADIAnalog Devices$148,083,575$1,732,785 ▼-1.2%622,1480.4%Computer and TechnologyVRSKVerisk Analytics$146,884,717$115,646,873 ▼-44.1%471,5400.4%Business ServicesRACEFerrari$143,881,473$37,357,345 ▲35.1%340,6220.4%Auto/Tires/TrucksEAElectronic Arts$140,219,761$1,147,409 ▲0.8%878,0470.4%Consumer DiscretionaryARM HOLDINGS PLC$139,850,048$296,955 ▼-0.2%864,6600.4%SPONSORED ADSBLACKROCK INC$137,607,592$5,829,239 ▲4.4%131,1810.4%COMALCAlcon$132,518,055$24,221,321 ▲22.4%1,786,9430.4%MedicalSCHWCharles Schwab$132,186,521$69,107,739 ▼-34.3%1,448,7780.4%FinanceMSCIMSCI$127,725,696$5,502,112 ▼-4.1%221,4610.4%FinanceTE CONNECTIVITY PLC$127,565,444$47,563 ▲0.0%756,3360.4%ORD SHSIDXXIDEXX Laboratories$125,108,303$1,956,569 ▼-1.5%233,2630.4%MedicalBMYBristol Myers Squibb$123,431,619$5,397,645 ▲4.6%2,666,4860.4%MedicalWMTWalmart$120,904,018$1,214,526 ▼-1.0%1,236,4900.4%Retail/WholesaleUNPUnion Pacific$120,058,177$88,581 ▼-0.1%521,8110.4%TransportationWMWaste Management$113,280,375$7,697,391 ▲7.3%495,2030.3%Business ServicesEMREmerson Electric$111,431,836$378,524 ▲0.3%835,7600.3%IndustrialsRSGRepublic Services$109,689,853$6,753,165 ▼-5.8%444,7910.3%Business ServicesZTSZoetis$107,151,328$18,447,771 ▲20.8%687,2570.3%MedicalTSMTaiwan Semiconductor Manufacturing$105,783,518$3,642,233 ▼-3.3%467,1080.3%Computer and TechnologyMCHIiShares MSCI China ETF$98,907,734$2,671,082 ▲2.8%1,795,0590.3%ETFTIPiShares TIPS Bond ETF$95,224,508$4,298,381 ▲4.7%865,3630.3%ETFEOGEOG Resources$94,821,026$775,790 ▲0.8%792,7520.3%EnergyHBANHuntington Bancshares$88,542,219$186,388 ▼-0.2%5,282,9490.3%FinancePSAPublic Storage$88,371,536$2,411,909 ▲2.8%301,1780.3%FinanceKDPKeurig Dr Pepper$87,771,826$1,520,231 ▲1.8%2,654,9250.3%Consumer StaplesMDTMedtronic$84,264,593$653,688 ▲0.8%966,6700.3%MedicalCVXChevron$80,799,098$4,130,226 ▲5.4%564,3890.2%EnergyAMRIZE LTD$79,594,861$79,594,861 ▲New Holding1,924,4190.2%SHSMARMarriott International$77,887,997$2,886,450 ▲3.8%285,1670.2%Consumer DiscretionaryNKENIKE$76,854,407$1,476,211 ▼-1.9%1,081,8470.2%Consumer DiscretionaryNOWServiceNow$74,702,671$33,439,474 ▲81.0%72,6620.2%Computer and TechnologyCHDChurch & Dwight$72,209,375$62,123,975 ▲616.0%751,3200.2%Consumer StaplesNXPINXP Semiconductors$70,748,424$358,979 ▲0.5%323,8060.2%Computer and TechnologyUSBU.S. Bancorp$69,881,075$8,118,097 ▼-10.4%1,544,2260.2%FinanceINFYAmerican Noble Gas$69,219,747$1,710,171 ▲2.5%3,735,5500.2%Computer and TechnologyAFLAflac$64,989,102$843,547 ▼-1.3%616,2640.2%FinanceCRMSalesforce$64,863,208$22,385,148 ▼-25.7%237,8640.2%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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