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 $30.65 billion in total holdings as of March 31, 2025.Bank Julius Baer & Co. Ltd, Zurich owns shares of 614 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 6.22% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Bank Julius Baer & Co. Ltd, Zurich has purchased 632 new stocks and bought additional shares in 151 stocks.Bank Julius Baer & Co. Ltd, Zurich sold shares of 401 stocks and completely divested from 71 stocks this quarter.Largest Holdings Microsoft $1,653,843,129Alphabet $1,230,988,776Meta Platforms $1,194,669,900NVIDIA $1,171,797,931Apple $1,134,150,893 Largest New Holdings this Quarter 464286400 - iShares MSCI Brazil ETF $22,959,845 Holding46090A879 - Invesco Variable Rate Investment Grade ETF $13,956,855 Holding892672106 - Tradeweb Markets $9,773,102 Holding311900104 - Fastenal $7,496,790 Holding142339100 - Carlisle Companies $7,459,618 Holding Largest Purchases this Quarter Berkshire Hathaway 277,479 shares (about $163.06M)Procter & Gamble 836,305 shares (about $155.63M)Merck & Co., Inc. 1,515,855 shares (about $148.01M)MSCI 212,031 shares (about $129.88M)Amphenol 1,733,901 shares (about $124.62M) Largest Sales this Quarter UnitedHealth Group 687,072 shares (about $391.51M)SPDR S&P 500 ETF Trust 278,677 shares (about $176.19M)Broadcom 911,632 shares (about $167.12M)Roper Technologies 238,983 shares (about $158.44M)Intuitive Surgical 248,271 shares (about $133.28M) 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$1,653,843,129$17,941,460 ▲1.1%4,014,2535.4%Computer and TechnologyGOOGLAlphabet$1,230,988,776$57,198,176 ▼-4.4%7,268,1664.0%Computer and TechnologyMETAMeta Platforms$1,194,669,900$110,482,725 ▼-8.5%1,888,5443.9%Computer and TechnologyNVDANVIDIA$1,171,797,931$73,333,883 ▼-5.9%9,867,9243.8%Computer and TechnologyAAPLApple$1,134,150,893$36,065,356 ▼-3.1%4,660,9953.7%Computer and TechnologyVVisa$998,004,913$24,796,402 ▼-2.4%2,595,9543.3%Business ServicesAMZNAmazon.com$823,961,982$23,909,976 ▼-2.8%3,936,3782.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$792,177,429$176,187,862 ▼-18.2%1,252,9902.6%FinancePGProcter & Gamble$755,334,335$155,631,190 ▲26.0%4,058,8902.5%Consumer StaplesMAMastercard$661,539,380$15,357,923 ▼-2.3%1,108,0562.2%Business ServicesLLYEli Lilly and Company$661,024,208$13,534,426 ▼-2.0%730,2102.2%MedicalNFLXNetflix$561,028,863$3,904,237 ▼-0.7%552,3731.8%Consumer DiscretionaryPGRProgressive$514,680,537$4,833,524 ▲0.9%1,665,0501.7%FinanceJPMJPMorgan Chase & Co.$514,170,863$58,202,173 ▼-10.2%1,910,7891.7%FinanceUNHUnitedHealth Group$471,615,889$391,507,680 ▼-45.4%827,6571.5%MedicalLINDE PLC$417,058,343$7,155,459 ▼-1.7%814,0131.4%SHSSPGIS&P Global$386,569,239$14,986,718 ▼-3.7%694,3521.3%Business ServicesAVGOBroadcom$369,581,568$167,116,158 ▼-31.1%2,016,0971.2%Computer and TechnologyHONHoneywell International$359,057,988$12,067,726 ▼-3.3%1,545,6091.2%Multi-Sector ConglomeratesHDHome Depot$348,696,763$11,884,091 ▼-3.3%874,5521.1%Retail/WholesaleISRGIntuitive Surgical$314,216,354$133,275,489 ▼-29.8%585,3351.0%MedicalCDNSCadence Design Systems$308,667,708$5,186,526 ▼-1.7%1,100,7001.0%Computer and TechnologyJNJJohnson & Johnson$300,559,369$967,968 ▼-0.3%1,656,8581.0%MedicalORCLOracle$299,162,717$13,927,022 ▲4.9%1,965,5091.0%Computer and TechnologyNDAQNasdaq$294,524,657$14,559,023 ▼-4.7%3,548,0061.0%FinanceTXNTexas Instruments$290,780,548$10,645,762 ▼-3.5%1,481,4680.9%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$286,649,348$34,159,222 ▲13.5%2,659,3710.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$286,024,519$29,493,522 ▲11.5%2,142,2220.9%ETFSYKStryker$281,813,119$87,662,782 ▲45.2%690,2820.9%MedicalDHRDanaher$269,180,925$33,178,272 ▼-11.0%1,193,7230.9%MedicalFIFiserv$268,844,405$14,474,072 ▲5.7%1,129,7390.9%Business ServicesKOCoca-Cola$267,186,100$9,072,238 ▲3.5%3,399,9660.9%Consumer StaplesCOSTCostco Wholesale$260,827,173$2,496,921 ▼-0.9%251,6430.9%Retail/WholesaleMRKMerck & Co., Inc.$256,427,762$148,009,789 ▲136.5%2,626,2270.8%MedicalADBEAdobe$252,517,754$91,646,577 ▼-26.6%599,4910.8%Computer and TechnologyVRSKVerisk Analytics$249,698,187$4,204,801 ▼-1.7%769,8550.8%Business ServicesADPAutomatic Data Processing$245,991,156$105,797,117 ▲75.5%737,4030.8%Business ServicesAMEAMETEK$244,424,492$52,814,707 ▲27.6%1,305,9000.8%Computer and TechnologyTMOThermo Fisher Scientific$238,341,188$3,962,632 ▼-1.6%435,5860.8%MedicalBRK.BBerkshire Hathaway$225,488,924$163,055,845 ▲261.2%383,7240.7%FinanceXOMExxon Mobil$214,319,218$3,796,518 ▼-1.7%1,657,6990.7%EnergyAJGArthur J. Gallagher & Co.$196,820,013$4,203,422 ▼-2.1%522,6000.6%FinanceCATCaterpillar$195,800,357$58,052,402 ▼-22.9%538,4540.6%IndustrialsVRTXVertex Pharmaceuticals$192,625,847$3,216,561 ▼-1.6%362,9070.6%MedicalCOPConocoPhillips$190,218,421$5,857,317 ▼-3.0%1,660,6920.6%EnergyCMECME Group$186,906,847$3,865,429 ▲2.1%643,3910.6%FinanceINTUIntuit$175,135,118$147,845 ▲0.1%260,6090.6%Computer and TechnologySCHWCharles Schwab$172,296,980$8,834,203 ▲5.4%2,043,5660.6%FinanceAMATApplied Materials$167,898,088$7,173,185 ▼-4.1%1,053,7540.5%Computer and TechnologyABTAbbott Laboratories$167,359,236$8,742,132 ▲5.5%1,155,8180.5%MedicalGEGE Aerospace$167,059,302$1,822,662 ▼-1.1%760,2930.5%IndustrialsACNAccenture$163,382,738$2,683,977 ▼-1.6%481,2040.5%Computer and TechnologyETNEaton$163,332,798$1,533,230 ▲0.9%544,7870.5%IndustrialsUBERUber Technologies$159,506,899$1,892,920 ▼-1.2%1,996,1540.5%Computer and TechnologyBKNGBooking$156,904,164$3,220,921 ▼-2.0%31,1770.5%Retail/WholesaleBMYBristol-Myers Squibb$154,713,203$803,609 ▲0.5%2,348,7790.5%MedicalMKLMarkel Group$153,282,646$4,171,891 ▲2.8%75,8350.5%Multi-Sector ConglomeratesTTTrane Technologies$152,878,391$2,259,752 ▼-1.5%421,0030.5%ConstructionDISWalt Disney$147,587,592$9,036,809 ▲6.5%1,372,7390.5%Consumer DiscretionaryLAM RESEARCH CORP$142,767,880$2,089,232 ▼-1.4%1,789,6280.5%COM NEWAPHAmphenol$142,068,120$124,618,834 ▲714.2%1,976,6840.5%Computer and TechnologyALCAlcon$138,944,795$33,822,951 ▲32.2%1,470,3160.5%MedicalUBSUBS Group$138,848,317$4,994,733 ▲3.7%4,539,1230.5%FinanceADSKAutodesk$138,051,897$999,094 ▼-0.7%481,5470.5%Computer and TechnologyMSCIMSCI$129,903,002$129,881,562 ▲605,802.9%212,0660.4%FinanceADIAnalog Devices$126,637,611$1,122,710 ▼-0.9%572,8930.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$125,992,753$55,045,081 ▲77.6%643,5200.4%ETFEAElectronic Arts$125,764,223$4,371,688 ▲3.6%802,9980.4%Consumer DiscretionaryPANWPalo Alto Networks$125,743,176$120,929,008 ▲2,511.9%670,0670.4%Computer and TechnologyHLTHilton Worldwide$123,400,747$1,379,580 ▼-1.1%496,5260.4%Consumer DiscretionaryUNPUnion Pacific$122,699,631$2,054,323 ▼-1.6%474,5950.4%TransportationBLACKROCK INC$117,011,957$8,449,264 ▲7.8%114,1970.4%COMRSGRepublic Services$113,329,578$4,138,976 ▼-3.5%428,3220.4%Business ServicesWMTWalmart$109,634,915$32,155,573 ▼-22.7%1,106,0740.4%Retail/WholesaleTE CONNECTIVITY PLC$107,025,890$7,711,653 ▲7.8%696,9070.3%ORD SHSRACEFerrari$106,203,806$1,009,546 ▲1.0%245,6410.3%Auto/Tires/TrucksWMWaste Management$104,897,509$5,863,906 ▼-5.3%420,5270.3%Business ServicesPEPPepsiCo$103,594,405$3,543,566 ▲3.5%643,3930.3%Consumer StaplesEOGEOG Resources$100,337,119$200,715 ▼-0.2%728,8530.3%EnergyIDXXIDEXX Laboratories$99,025,850$3,137,831 ▼-3.1%216,9660.3%MedicalMCHIiShares MSCI China ETF$95,014,065$94,749,255 ▲35,780.1%1,545,3570.3%ETFARM HOLDINGS PLC$92,510,583$2,190,664 ▼-2.3%790,2400.3%SPONSORED ADSZTSZoetis$91,971,992$890,642 ▼-1.0%519,0090.3%MedicalTIPiShares TIPS Bond ETF$91,793,832$20,359,317 ▼-18.2%731,1020.3%ETFEMREmerson Electric$91,016,795$3,039,250 ▲3.5%770,2700.3%IndustrialsKDPKeurig Dr Pepper$88,788,821$4,744,363 ▲5.6%2,421,8930.3%Consumer StaplesCVXChevron$88,275,464$5,014,369 ▼-5.4%488,9650.3%EnergyPSAPublic Storage$87,109,840$3,151,888 ▲3.8%272,1450.3%FinanceMDTMedtronic$85,448,594$760,671 ▼-0.9%886,1970.3%MedicalCRMSalesforce$85,262,580$8,772,816 ▼-9.3%285,3290.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$80,005,755$18,336,536 ▼-18.6%440,7300.3%Computer and TechnologyHBANHuntington Bancshares$79,024,061$4,845,698 ▲6.5%4,906,1570.3%FinanceUSBU.S. Bancorp$72,783,227$1,489,283 ▲2.1%1,589,1980.2%FinanceNKENIKE$69,931,503$388,447 ▲0.6%1,008,3400.2%Consumer DiscretionaryAFLAflac$69,191,942$1,248,008 ▲1.8%569,8320.2%FinanceQQQInvesco QQQ$68,529,356$2,254,647 ▼-3.2%132,2170.2%FinanceINFYInfosys$66,370,837$2,934,524 ▲4.6%3,377,5460.2%Computer and TechnologyUPSUnited Parcel Service$64,413,473$1,427,734 ▼-2.2%543,8720.2%TransportationMARMarriott International$64,141,426$2,429,305 ▲3.9%251,2000.2%Consumer DiscretionaryELVElevance Health$61,511,876$371,398 ▼-0.6%131,1730.2%MedicalShowing 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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