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 $39.26 billion in total holdings as of September 30, 2026.
Bank Julius Baer & Co. Ltd, Zurich owns shares of 669 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 6.33% of the portfolio was purchased this quarter.
About 5.07% of the portfolio was sold this quarter.
This quarter, Bank Julius Baer & Co. Ltd, Zurich has purchased 661 new stocks and bought additional shares in 232 stocks.
Bank Julius Baer & Co. Ltd, Zurich sold shares of 244 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

Microsoft: $2,663,938,673
Alphabet: $2,149,428,090
NVIDIA: $2,126,933,703
Apple: $1,896,178,678
Meta Platforms: $1,661,845,250

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $366,203,869 Holding
872590104 - T-Mobile US: $99,440,019 Holding
69374H709 - Pacer Global Cash Cows Dividend ETF: $11,040,899 Holding
58155Q103 - McKesson: $6,157,506 Holding
77926X320 - ROUNDHILL ETF TRUST: $5,923,118 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 2,253,880 shares (about $366.20M)
Microsoft: 474,792 shares (about $243.17M)
Amphenol: 1,874,988 shares (about $157.99M)
Taiwan Semiconductor Manufacturing: 242,640 shares (about $110.69M)
Broadcom: 313,171 shares (about $110.17M)

Largest Sales this Quarter

Applied Materials: 389,462 shares (about $199.17M)
LAM RESEARCH CORP: 507,816 shares (about $166.33M)
NVIDIA: 636,300 shares (about $145.17M)
Palo Alto Networks: 310,618 shares (about $123.05M)
Cisco Systems: 1,048,348 shares (about $112.70M)

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	$2,663,938,673	$243,167,451 ▲	10.0%	5,201,423	6.8%	Technology
GOOGL Alphabet	$2,149,428,090	$3,899,233 ▲	0.2%	6,257,168	5.5%	Communication Services
NVDA NVIDIA	$2,126,933,703	$145,167,880 ▼	-6.4%	9,322,778	5.4%	Technology
AAPL Apple	$1,896,178,678	$13,505,458 ▲	0.7%	5,705,753	4.8%	Technology
META Meta Platforms	$1,661,845,250	$93,475,029 ▲	6.0%	2,283,132	4.2%	Communication Services
SPY SPDR S&P 500 ETF Trust	$1,213,144,012	$24,710,891 ▲	2.1%	1,587,880	3.1%	ETF
AVGO Broadcom	$1,159,139,009	$110,170,871 ▲	10.5%	3,294,961	3.0%	Technology
LLY Eli Lilly and Company	$1,061,853,692	$980,431 ▲	0.1%	914,092	2.7%	Healthcare
AMZN Amazon.com	$929,542,782	$6,439,768 ▲	0.7%	3,737,070	2.4%	Consumer Discretionary
JNJ Johnson & Johnson	$770,977,741	$48,576,498 ▲	6.7%	2,906,056	2.0%	Healthcare
JPM JPMorgan Chase & Co.	$648,592,077	$8,878,440 ▲	1.4%	1,958,610	1.7%	Finance
V Visa	$625,752,486	$6,934,832 ▼	-1.1%	1,735,366	1.6%	Finance
AMAT Applied Materials	$565,807,093	$199,173,482 ▼	-26.0%	1,106,374	1.4%	Technology
TSM Taiwan Semiconductor Manufacturing	$552,115,840	$110,685,650 ▲	25.1%	1,210,323	1.4%	Technology
LAM RESEARCH CORP	$540,733,992	$166,331,919 ▼	-23.5%	1,650,876	1.4%	COM NEW
CSCO Cisco Systems	$520,043,708	$112,697,244 ▼	-17.8%	4,837,623	1.3%	Technology
MRK Merck & Co., Inc.	$480,529,520	$64,637,838 ▼	-11.9%	3,287,708	1.2%	Healthcare
MA Mastercard	$459,863,869	$4,311,030 ▼	-0.9%	831,824	1.2%	Finance
COST Costco Wholesale	$448,973,199	$5,103,005 ▲	1.1%	492,084	1.1%	Consumer Staples
GE GE Aerospace	$447,081,680	$11,026,302 ▲	2.5%	1,428,384	1.1%	Industrials
CAT Caterpillar	$445,948,243	$50,413,019 ▼	-10.2%	548,242	1.1%	Industrials
PG Procter & Gamble	$441,716,787	$121,841 ▼	0.0%	3,030,794	1.1%	Consumer Staples
NFLX Netflix	$416,645,946	$49,212,872 ▲	13.4%	5,980,201	1.1%	Communication Services
WALMART INC	$376,934,718	$5,766,623 ▼	-1.5%	3,610,038	1.0%	COM
EXXONMOBIL HOLDINGS CORP	$366,203,869	$366,203,869 ▲	New Holding	2,253,880	0.9%	COM SHS
KLAC KLA	$347,786,863	$5,201,983 ▲	1.5%	1,780,926	0.9%	Technology
KO Coca-Cola	$340,662,483	$16,511,581 ▲	5.1%	3,950,770	0.9%	Consumer Staples
ETN Eaton	$327,659,906	$6,140,984 ▼	-1.8%	761,287	0.8%	Industrials
WFC Wells Fargo & Company	$324,227,673	$56,114,229 ▲	20.9%	4,045,890	0.8%	Finance
COP ConocoPhillips	$317,646,835	$23,447,444 ▼	-6.9%	2,536,805	0.8%	Energy
AZNCF AstraZeneca	$314,402,569	$3,244,091 ▼	-1.0%	1,929,102	0.8%	Healthcare
APH Amphenol	$313,497,393	$157,989,915 ▲	101.6%	3,720,515	0.8%	Technology
LINDE PLC	$305,400,550	$52,178,163 ▲	20.6%	643,424	0.8%	SHS
CME CME Group	$305,091,007	$1,198,365 ▼	-0.4%	1,164,492	0.8%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$304,007,690	$6,612,283 ▲	2.2%	3,399,251	0.8%	ETF
MU Micron Technology	$296,393,002	$30,258,443 ▲	11.4%	278,277	0.8%	Technology
QQQ Invesco QQQ	$294,622,215	$11,567,732 ▲	4.1%	398,824	0.8%	ETF
ISRG Intuitive Surgical	$285,499,160	$4,138,501 ▲	1.5%	701,589	0.7%	Healthcare
IEI iShares 3-7 Year Treasury Bond ETF	$283,502,947	$5,984,715 ▲	2.2%	2,498,166	0.7%	ETF
PGR Progressive	$281,236,858	$4,268,471 ▲	1.5%	1,354,176	0.7%	Finance
UBS UBS Group	$274,343,820	$4,063,462 ▲	1.5%	5,685,219	0.7%	Finance
BRK.B Berkshire Hathaway	$266,466,259	$5,675,807 ▲	2.2%	535,298	0.7%	Finance
BAC Bank of America	$248,131,709	$12,552,921 ▲	5.3%	4,558,552	0.6%	Finance
ARISTA NETWORKS INC	$229,700,578	$3,703,700 ▲	1.6%	1,129,184	0.6%	COM SHS
PANW Palo Alto Networks	$197,051,700	$123,052,282 ▼	-38.4%	497,413	0.5%	Technology
PALANTIR TECHNOLOGIES INC	$184,160,527	$867,451 ▲	0.5%	984,651	0.5%	CL A
HLT Hilton Worldwide	$181,776,526	$6,533,267 ▲	3.7%	569,430	0.5%	Consumer Discretionary
TT Trane Technologies	$179,020,115	$2,670,662 ▲	1.5%	396,562	0.5%	Industrials
SCHW Charles Schwab	$172,055,464	$1,155,106 ▲	0.7%	1,754,953	0.4%	Finance
TOTALENERGIES SE	$165,185,633	$1,747,296 ▲	1.1%	1,919,591	0.4%	ACT
QCOM Qualcomm	$164,793,592	$23,998,911 ▲	17.0%	895,323	0.4%	Technology
MKL Markel Group	$163,121,845	$3,996,981 ▲	2.5%	94,927	0.4%	Finance
EMR Emerson Electric	$162,673,362	$3,579,655 ▲	2.3%	1,045,936	0.4%	Industrials
ADP Automatic Data Processing	$160,631,123	$58,656,011 ▲	57.5%	621,487	0.4%	Industrials
VRTX Vertex Pharmaceuticals	$159,151,680	$8,066,909 ▼	-4.8%	303,964	0.4%	Healthcare
GILD Gilead Sciences	$155,187,791	$28,270,855 ▲	22.3%	1,038,316	0.4%	Healthcare
ABBV AbbVie	$142,236,950	$22,868,262 ▲	19.2%	543,272	0.4%	Healthcare
AMD Advanced Micro Devices	$142,227,706	$3,011,763 ▼	-2.1%	232,673	0.4%	Technology
AME AMETEK	$139,775,766	$40,207,059 ▲	40.4%	562,968	0.4%	Technology
DIS Walt Disney	$139,515,227	$3,736,617 ▲	2.8%	1,328,723	0.4%	Communication Services
CDNS Cadence Design Systems	$138,922,351	$16,055,780 ▼	-10.4%	421,921	0.4%	Technology
WDC Western Digital	$138,344,412	$2,221,836 ▲	1.6%	304,542	0.4%	Technology
MS Morgan Stanley	$137,771,402	$5,081,216 ▲	3.8%	728,658	0.4%	Finance
ABT Abbott Laboratories	$134,666,514	$2,470,216 ▼	-1.8%	1,362,466	0.3%	Healthcare
TXN Texas Instruments	$129,563,806	$9,123,540 ▲	7.6%	462,102	0.3%	Technology
UBER Uber Technologies	$127,723,068	$2,661,588 ▲	2.1%	1,864,652	0.3%	Industrials
CVX Chevron	$125,177,501	$61,419 ▲	0.0%	613,470	0.3%	Energy
DELL Dell Technologies	$124,464,740	$39,503,432 ▼	-24.1%	231,248	0.3%	Technology
MCD McDonald's	$121,391,780	$71,118,954 ▲	141.5%	524,341	0.3%	Consumer Discretionary
ALC Alcon	$119,005,046	$3,815,023 ▲	3.3%	1,840,621	0.3%	Healthcare
FAST Fastenal	$115,130,240	$614,163 ▲	0.5%	2,320,364	0.3%	Industrials
AJG Arthur J. Gallagher & Co.	$114,944,694	$388,130 ▲	0.3%	504,047	0.3%	Finance
TER Teradyne	$114,502,253	$96,952,275 ▼	-45.9%	285,186	0.3%	Technology
EOG EOG Resources	$113,897,288	$2,373,795 ▲	2.1%	824,699	0.3%	Energy
RACE Ferrari	$112,916,727	$5,565,640 ▼	-4.7%	287,443	0.3%	Consumer Discretionary
MCHI iShares MSCI China ETF	$108,253,181	$867,492 ▲	0.8%	2,076,858	0.3%	ETF
EWH iShares MSCI Hong Kong ETF	$106,584,649	$1,540,304 ▲	1.5%	4,801,453	0.3%	ETF
SNOW Snowflake	$105,474,602	$78,926,922 ▼	-42.8%	312,395	0.3%	Technology
LITE Lumentum	$105,144,714	$293,475 ▲	0.3%	108,199	0.3%	Technology
TJX TJX Companies	$103,010,932	$2,791,996 ▲	2.8%	776,162	0.3%	Consumer Discretionary
MAR Marriott International	$101,648,816	$2,197,695 ▲	2.2%	286,164	0.3%	Consumer Discretionary
NXPI NXP Semiconductors	$99,914,113	$63,216,443 ▲	172.3%	420,951	0.3%	Technology
TMUS T-Mobile US	$99,440,019	$99,440,019 ▲	New Holding	609,865	0.3%	Communication Services
NOW ServiceNow	$98,234,524	$95,814,377 ▲	3,959.0%	736,917	0.3%	Technology
SYK Stryker	$96,075,158	$6,387,533 ▼	-6.2%	348,155	0.2%	Healthcare
VZ Verizon Communications	$95,798,420	$30,087,151 ▼	-23.9%	2,087,594	0.2%	Communication Services
NEE NextEra Energy	$93,503,254	$1,759,289 ▲	1.9%	1,234,157	0.2%	Utilities
ORCL Oracle	$92,975,289	$2,247,001 ▲	2.5%	676,936	0.2%	Technology
PSA Public Storage	$92,949,355	$1,841,959 ▲	2.0%	328,055	0.2%	Real Estate
MDT Medtronic	$89,535,231	$944,481 ▲	1.1%	1,035,862	0.2%	Healthcare
NDAQ Nasdaq	$88,890,336	$4,620,214 ▲	5.5%	966,378	0.2%	Finance
WAT Waters	$87,376,875	$81,952,293 ▲	1,510.8%	198,542	0.2%	Healthcare
GE VERNOVA INC	$86,249,775	$8,148,655 ▼	-8.6%	90,519	0.2%	COM
FIX Comfort Systems USA	$86,244,154	$694,075 ▼	-0.8%	52,064	0.2%	Industrials
MCO Moody's	$85,013,791	$84,707,135 ▲	27,622.8%	187,129	0.2%	Finance
SCCO Southern Copper	$84,532,211	$218,438 ▲	0.3%	417,170	0.2%	Materials
WAB Wabtec	$84,314,629	$120,105 ▲	0.1%	292,736	0.2%	Industrials
HBAN Huntington Bancshares	$84,164,568	$2,301,465 ▲	2.8%	5,514,427	0.2%	Finance
KDP Keurig Dr Pepper	$81,838,742	$2,794,851 ▲	3.5%	2,686,299	0.2%	Consumer Staples
COF Capital One Financial	$80,406,966	$6,328,317 ▲	8.5%	415,178	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