Bank Julius Baer & Co. Ltd, Zurich Top Holdings and 13F Report (2026)

About Bank Julius Baer & Co. Ltd, Zurich

Investment Activity

Bank Julius Baer & Co. Ltd, Zurich has $38.59 billion in total holdings as of June 30, 2026.
Bank Julius Baer & Co. Ltd, Zurich owns shares of 661 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 12.99% of the portfolio was purchased this quarter.
About 9.60% of the portfolio was sold this quarter.
This quarter, Bank Julius Baer & Co. Ltd, Zurich has purchased 678 new stocks and bought additional shares in 239 stocks.
Bank Julius Baer & Co. Ltd, Zurich sold shares of 248 stocks and completely divested from 71 stocks this quarter.

Largest Holdings

Alphabet: $2,228,872,613
NVIDIA: $1,984,857,867
Microsoft: $1,760,178,082
Apple: $1,631,755,171
Meta Platforms: $1,214,009,331

Largest New Holdings this Quarter

55024U109 - Lumentum: $92,858,668 Holding
438516205 - HONEYWELL INTL INC: $42,119,064 Holding
43849R105 - HONEYWELL AEROSPACE INC: $39,619,060 Holding
084670108 - Berkshire Hathaway: $29,740,406 Holding
09175N109 - BITZERO HOLDINGS INC: $21,533,343 Holding

Largest Purchases this Quarter

Broadcom: 1,703,254 shares (about $642.15M)
KLA: 1,624,597 shares (about $481.93M)
Meta Platforms: 518,730 shares (about $292.26M)
Taiwan Semiconductor Manufacturing: 498,866 shares (about $236.28M)
Applied Materials: 320,132 shares (about $229.81M)

Largest Sales this Quarter

Alphabet: 865,668 shares (about $308.92M)
Procter & Gamble: 1,487,078 shares (about $218.59M)
International Business Machines: 713,712 shares (about $200.43M)
Analog Devices: 503,217 shares (about $199.01M)
Mastercard: 383,565 shares (about $196.82M)

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
GOOGL Alphabet	$2,228,872,613	$308,920,946 â–¼	-12.2%	6,245,817	5.8%	Communication Services
NVDA NVIDIA	$1,984,857,867	$34,554,672 â–²	1.8%	9,959,078	5.1%	Technology
MSFT Microsoft	$1,760,178,082	$171,500,981 â–²	10.8%	4,726,631	4.6%	Technology
AAPL Apple	$1,631,755,171	$35,582,780 â–²	2.2%	5,665,114	4.2%	Technology
META Meta Platforms	$1,214,009,331	$292,263,352 â–²	31.7%	2,154,711	3.1%	Communication Services
SPY SPDR S&P 500 ETF Trust	$1,153,894,473	$122,186,103 â–²	11.8%	1,555,536	3.0%	ETF
AVGO Broadcom	$1,124,181,359	$642,153,336 â–²	133.2%	2,981,790	2.9%	Technology
LLY Eli Lilly and Company	$1,100,986,977	$33,135,169 â–²	3.1%	913,248	2.9%	Healthcare
AMAT Applied Materials	$1,073,793,185	$229,808,321 â–²	27.2%	1,495,836	2.8%	Technology
LAM RESEARCH CORP	$927,173,635	$22,833,888 â–¼	-2.4%	2,158,692	2.4%	COM NEW
AMZN Amazon.com	$885,674,829	$47,486,431 â–¼	-5.1%	3,711,180	2.3%	Consumer Discretionary
JNJ Johnson & Johnson	$694,518,672	$10,729,377 â–¼	-1.5%	2,722,956	1.8%	Healthcare
CSCO Cisco Systems	$692,040,127	$23,696,671 â–¼	-3.3%	5,885,971	1.8%	Technology
CAT Caterpillar	$646,540,390	$53,214,487 â–¼	-7.6%	610,219	1.7%	Industrials
JPM JPMorgan Chase & Co.	$632,845,034	$26,306,096 â–¼	-4.0%	1,931,799	1.6%	Finance
V Visa	$601,853,888	$182,562,668 â–¼	-23.3%	1,754,598	1.6%	Finance
GE GE Aerospace	$520,746,132	$131,959,040 â–²	33.9%	1,393,156	1.3%	Industrials
KLAC KLA	$520,397,621	$481,925,667 â–²	1,252.7%	1,754,288	1.3%	Technology
MRK Merck & Co., Inc.	$480,279,543	$3,827,866 â–²	0.8%	3,729,950	1.2%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$458,332,258	$236,282,316 â–²	106.4%	967,683	1.2%	Technology
COST Costco Wholesale	$456,187,542	$3,363,566 â–¼	-0.7%	486,491	1.2%	Consumer Staples
PG Procter & Gamble	$445,636,349	$218,593,961 â–¼	-32.9%	3,031,630	1.2%	Consumer Staples
MA Mastercard	$430,839,820	$196,820,802 â–¼	-31.4%	839,622	1.1%	Finance
WALMART INC	$416,413,419	$119,062,613 â–¼	-22.2%	3,665,267	1.1%	COM
NFLX Netflix	$379,234,831	$10,167,601 â–¼	-2.6%	5,273,839	1.0%	Communication Services
AZNCF AstraZeneca	$367,378,284	$15,621,532 â–²	4.4%	1,949,007	1.0%	Healthcare
ETN Eaton	$327,613,854	$75,449,337 â–²	29.9%	775,555	0.8%	Industrials
APH Amphenol	$322,487,924	$27,089,463 â–²	9.2%	1,845,527	0.8%	Technology
IEF iShares 7-10 Year Treasury Bond ETF	$315,887,456	$15,345,542 â–²	5.1%	3,325,316	0.8%	ETF
KO CocaCola	$306,750,928	$13,890,074 â–¼	-4.3%	3,759,280	0.8%	Consumer Staples
PGR Progressive	$291,709,622	$10,838,960 â–¼	-3.6%	1,333,623	0.8%	Finance
MU Micron Technology	$288,134,415	$150,522,522 â–²	109.4%	249,868	0.7%	Technology
IEI iShares 3-7 Year Treasury Bond ETF	$287,921,246	$14,888,033 â–²	5.5%	2,445,430	0.7%	ETF
COP ConocoPhillips	$283,460,395	$76,301,140 â–¼	-21.2%	2,724,062	0.7%	Energy
QQQ Invesco QQQ	$279,456,250	$67,702,856 â–²	32.0%	383,165	0.7%	ETF
XOM ExxonMobil	$279,297,397	$1,836,841 â–¼	-0.7%	2,044,050	0.7%	Energy
UBS UBS Group	$278,081,947	$25,477,187 â–¼	-8.4%	5,601,012	0.7%	Finance
WFC Wells Fargo & Company	$277,251,945	$13,502,838 â–¼	-4.6%	3,345,666	0.7%	Finance
LINDE PLC	$276,341,038	$112,111,810 â–¼	-28.9%	533,494	0.7%	SHS
ISRG Intuitive Surgical	$275,667,871	$1,614,331 â–¼	-0.6%	691,419	0.7%	Healthcare
PANW Palo Alto Networks	$274,321,545	$13,305,103 â–¼	-4.6%	808,031	0.7%	Technology
BRK.B Berkshire Hathaway	$261,870,515	$147,978,215 â–¼	-36.1%	523,896	0.7%	Finance
CME CME Group	$257,822,202	$42,424,244 â–¼	-14.1%	1,169,066	0.7%	Finance
TER Teradyne	$251,694,493	$67,748,921 â–²	36.8%	526,661	0.7%	Technology
BAC Bank of America	$246,987,161	$3,455,817 â–¼	-1.4%	4,327,936	0.6%	Finance
WDC Western Digital	$192,456,623	$191,589,560 â–²	22,096.4%	299,651	0.5%	Technology
TT Trane Technologies	$191,592,632	$5,892,276 â–¼	-3.0%	390,646	0.5%	Industrials
ARISTA NETWORKS INC	$187,205,592	$82,396,768 â–²	78.6%	1,110,977	0.5%	COM SHS
HLT Hilton Worldwide	$181,813,004	$5,191,781 â–²	2.9%	548,964	0.5%	Consumer Discretionary
MKL Markel Group	$180,985,480	$9,346,255 â–¼	-4.9%	92,601	0.5%	Finance
CDNS Cadence Design Systems	$176,635,693	$1,580,656 â–²	0.9%	470,684	0.5%	Technology
SCHW Charles Schwab	$160,199,593	$15,769,887 â–¼	-9.0%	1,743,171	0.4%	Finance
VRTX Vertex Pharmaceuticals	$158,920,807	$977,795 â–²	0.6%	319,371	0.4%	Healthcare
TOTALENERGIES SE	$147,800,801	$1,377,087 â–²	0.9%	1,899,286	0.4%	ACT
MS Morgan Stanley	$147,219,545	$3,064,661 â–²	2.1%	701,784	0.4%	Finance
EMR Emerson Electric	$146,413,696	$112,865,018 â–¼	-43.5%	1,022,920	0.4%	Industrials
IBM International Business Machines	$143,599,947	$200,429,464 â–¼	-58.3%	511,347	0.4%	Technology
QCOM Qualcomm	$142,278,984	$137,285,603 â–²	2,749.4%	764,937	0.4%	Technology
SNOW Snowflake	$138,759,772	$10,209,810 â–¼	-6.9%	546,161	0.4%	Technology
AMD Advanced Micro Devices	$137,048,562	$39,196,696 â–²	40.1%	237,600	0.4%	Technology
UBER Uber Technologies	$132,203,958	$100,532,269 â–¼	-43.2%	1,825,795	0.3%	Industrials
DELL Dell Technologies	$130,651,425	$187,549,251 â–¼	-58.9%	304,643	0.3%	Technology
TXN Texas Instruments	$127,059,273	$97,513,308 â–²	330.0%	429,562	0.3%	Technology
ABT Abbott Laboratories	$126,054,316	$107,597,952 â–¼	-46.1%	1,387,458	0.3%	Healthcare
DIS Walt Disney	$125,109,410	$16,362,745 â–¼	-11.6%	1,293,136	0.3%	Communication Services
ALC Alcon	$120,549,426	$12,322,719 â–²	11.4%	1,781,615	0.3%	Healthcare
SYK Stryker	$117,962,675	$36,491,667 â–¼	-23.6%	371,302	0.3%	Healthcare
VZ Verizon Communications	$117,069,142	$1,280,692 â–²	1.1%	2,743,239	0.3%	Communication Services
AJG Arthur J. Gallagher & Co.	$115,129,287	$1,398,250 â–¼	-1.2%	502,345	0.3%	Finance
GE VERNOVA INC	$115,122,557	$92,970,956 â–²	419.7%	99,071	0.3%	COM
ABBV AbbVie	$114,993,382	$83,469,809 â–²	264.8%	455,927	0.3%	Healthcare
TJX TJX Companies	$114,399,504	$34,131,161 â–²	42.5%	755,125	0.3%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$114,068,276	$74,787,058 â–²	190.4%	980,013	0.3%	CL A
RACE Ferrari	$111,754,716	$6,170,369 â–¼	-5.2%	301,611	0.3%	Consumer Discretionary
FAST Fastenal	$110,633,379	$4,137,991 â–²	3.9%	2,307,986	0.3%	Industrials
GILD Gilead Sciences	$107,362,384	$105,478,026 â–²	5,597.6%	849,164	0.3%	Healthcare
NEE NextEra Energy	$106,499,268	$5,589,352 â–²	5.5%	1,210,936	0.3%	Utilities
EOG EOG Resources	$105,114,937	$2,316,272 â–²	2.3%	807,511	0.3%	Energy
MCHI iShares MSCI China ETF	$104,772,406	$9,939,168 â–¼	-8.7%	2,060,215	0.3%	ETF
MAR Marriott International	$103,735,984	$8,780,120 â–¼	-7.8%	279,977	0.3%	Consumer Discretionary
FIX Comfort Systems USA	$103,718,928	$94,298,199 â–²	1,001.0%	52,483	0.3%	Industrials
PSA Public Storage	$102,743,878	$1,621,898 â–²	1.6%	321,554	0.3%	Real Estate
AMRIZE LTD	$102,550,519	$5,727,294 â–¼	-5.3%	1,932,424	0.3%	SHS
CVX Chevron	$101,692,878	$7,979,115 â–¼	-7.3%	613,169	0.3%	Energy
EWH iShares MSCI Hong Kong ETF	$99,556,701	$38,912,060 â–²	64.2%	4,732,065	0.3%	ETF
ORCL Oracle	$96,919,836	$6,131,730 â–²	6.8%	660,576	0.3%	Technology
AME AMETEK	$96,754,273	$83,905,672 â–¼	-46.4%	401,028	0.3%	Technology
HBAN Huntington Bancshares	$95,237,642	$576,365 â–²	0.6%	5,363,636	0.2%	Finance
LITE Lumentum	$92,858,668	$92,858,668 â–²	New Holding	107,897	0.2%	Technology
ADP Automatic Data Processing	$88,513,593	$2,672,379 â–¼	-2.9%	394,545	0.2%	Industrials
KDP Keurig Dr Pepper	$85,318,462	$1,479,400 â–¼	-1.7%	2,594,560	0.2%	Consumer Staples
APPLOVIN CORP	$85,068,111	$75,291,909 â–²	770.2%	166,130	0.2%	COM CL A
FERGUSON ENTERPRISES INC	$84,721,238	$50,173 â–²	0.1%	356,291	0.2%	COMMON STOCK NEW
LOGI Logitech International	$80,889,361	$7,564,777 â–¼	-8.6%	860,083	0.2%	Technology
MDT Medtronic	$80,700,169	$2,369,743 â–²	3.0%	1,024,935	0.2%	Healthcare
WAB Wabtec	$78,783,118	$3,961,808 â–²	5.3%	292,319	0.2%	Industrials
HWM Howmet Aerospace	$78,271,683	$2,892,675 â–²	3.8%	290,988	0.2%	Industrials
TE CONNECTIVITY PLC	$77,489,079	$1,787,680 â–¼	-2.3%	386,431	0.2%	ORD SHS
COF Capital One Financial	$76,887,844	$76,454,862 â–²	17,657.8%	382,502	0.2%	Finance
USB U.S. Bancorp	$76,602,609	$343,135 â–¼	-0.4%	1,264,452	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Bank Julius Baer & Co. Ltd, Zurich Top Holdings and 13F Report (2026)

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 (2026)

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