Bank Julius Baer & Co. Ltd, Zurich Incresed Positions in Q1 2025

Bank Julius Baer & Co. Ltd, Zurich

  • $27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
277K
+ 261.17%
$442.66 - $534.52 $123M - $148M
384K $204M
PG
Procter & Gamble CO

Consumer Defensive
836K
+ 25.95%
$158.56 - $176.26 $133M - $147M
4.06M $692M
MRK
Merck & Co., Inc.

Healthcare
1.52M
+ 136.52%
$83.01 - $101.02 $126M - $153M
2.63M $236M
MSCI
Msci Inc.

Financial Services
212K
+ 605802.88%
$541.46 - $628.34 $115M - $133M
212K $120M
APH
Amphenol Corp

Technology
1.73M
+ 714.18%
$61.62 - $78.55 $107M - $136M
1.98M $130M
PANW
Palo Alto Networks Inc

Technology
644K
+ 2511.94%
$167.82 - $208.28 $108M - $134M
670K $114M
ADP
Automatic Data Processing Inc

Industrials
317K
+ 75.46%
$286.85 - $318.64 $91M - $101M
737K $225M
SYK
Stryker Corp

Healthcare
215K
+ 45.15%
$355.18 - $399.9 $76.3M - $85.9M
690K $257M
MCHI
Ishares Msci China ETF

ETFs
1.54M
+ 35780.13%
$43.71 - $58.65 $67.4M - $90.4M
1.55M $84.1M
PGR
Progressive Corp

Financial Services
15.6K
+ 0.95%
$235.61 - $291.22 $3.68M - $4.55M
1.67M $471M
ALC
Alcon Inc

Healthcare
358K
+ 32.17%
$82.73 - $96.8 $29.6M - $34.6M
1.47M $140M
AME
Ametek Inc

Industrials
282K
+ 27.56%
$170.39 - $190.43 $48.1M - $53.7M
1.31M $225M
KO
Coca Cola CO

Consumer Defensive
115K
+ 3.51%
$60.81 - $72.32 $7.02M - $8.35M
3.4M $244M
NEE
Nextera Energy Inc

Utilities
529K
+ 219.68%
$66.96 - $76.16 $35.4M - $40.3M
770K $54.6M
IEF
Ishares Barclays

ETFs
317K
+ 13.53%
$91.17 - $95.39 $28.9M - $30.2M
2.66M $254M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
221K
+ 11.5%
$114.57 - $118.14 $25.3M - $26.1M
2.14M $253M
ABT
Abbott Laboratories

Healthcare
60.4K
+ 5.51%
$111.1 - $140.22 $6.71M - $8.47M
1.16M $153M
CME
Cme Group Inc.

Financial Services
13.3K
+ 2.11%
$225.82 - $266.54 $3M - $3.55M
643K $171M
SO
Southern CO

Utilities
226K
+ 594.12%
$80.96 - $92.96 $18.3M - $21M
264K $24.3M
ARGT
Global X Msci Argentina ETF

ETFs
250K
+ 90313.0%
$78.45 - $89.29 $19.6M - $22.3M
250K $20.2M
WAT
Waters Corp

Healthcare
45.1K
+ 13272.65%
$362.16 - $417.28 $16.3M - $18.8M
45.5K $16.8M
SCHW
Schwab Charles Corp

Financial Services
105K
+ 5.4%
$71.24 - $83.64 $7.46M - $8.76M
2.04M $160M
DUK
Duke Energy Corp

Utilities
129K
+ 576.54%
$105.87 - $121.97 $13.6M - $15.7M
151K $18.4M
VT
Vanguard Total World Stk Index

ETFs
130K
+ 83.36%
$115.08 - $123.97 $14.9M - $16.1M
285K $33.1M
MKL
Markel Corp

Financial Services
2.06K
+ 2.8%
$1660.14 - $2059.83 $3.43M - $4.25M
75.8K $142M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
209K
+ 106.55%
$53.69 - $62.68 $11.2M - $13.1M
405K $24.3M
PEG
Public Service Enterprise Group Inc

Utilities
163K
+ 557.11%
$78.2 - $90.39 $12.7M - $14.7M
192K $15.8M
SRE
Sempra Energy

Utilities
194K
+ 251.87%
$67.85 - $87.67 $13.2M - $17M
271K $19.4M
CBOE
Cboe Global Markets, Inc.

Financial Services
46.9K
+ 82.27%
$190.84 - $226.29 $8.95M - $10.6M
104K $23.5M
BMY
Bristol Myers Squibb CO

Healthcare
12.2K
+ 0.52%
$53.9 - $63.11 $658K - $770K
2.35M $143M
CHD
Church & Dwight CO Inc

Consumer Defensive
91.3K
+ 747.81%
$101.42 - $113.2 $9.26M - $10.3M
104K $11.4M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
129K
+ 5.65%
$30.38 - $34.94 $3.93M - $4.52M
2.42M $82.9M
FTV
Fortive Corp

Technology
123K
+ 2408.44%
$71.82 - $82.98 $8.83M - $10.2M
128K $9.37M
EEMA
Ishares Msci Emerging Markets

ETFs
106K
+ 58.47%
$69.51 - $77.24 $7.34M - $8.15M
286K $21.2M
FISV
Fiserv Inc

Technology
60.8K
+ 5.69%
N/A
1.13M $141M
OTIS
Otis Worldwide Corp

Industrials
70.3K
+ 1867.97%
$90.77 - $104.01 $6.38M - $7.31M
74K $7.64M
UBS
Ubs Group Ag

Financial Services
163K
+ 3.73%
$30.28 - $35.78 $4.94M - $5.84M
4.54M $139M
CTVA
Corteva, Inc.

Basic Materials
75.8K
+ 44.81%
$55.94 - $66.15 $4.24M - $5.01M
245K $15.4M
AFL
Aflac Inc

Financial Services
10.3K
+ 1.84%
$100.99 - $111.19 $1.04M - $1.14M
570K $63.4M
DT
Dynatrace, Inc.

Technology
139K
+ 68.63%
$47.15 - $62.42 $6.56M - $8.69M
342K $16.1M
PAYX
Paychex Inc

Industrials
28K
+ 62.38%
$136.06 - $154.52 $3.81M - $4.33M
72.9K $11.2M
ZS
Zscaler, Inc.

Technology
24.3K
+ 522.85%
$181.66 - $216.87 $4.41M - $5.26M
28.9K $5.73M
PFE
Pfizer Inc

Healthcare
209K
+ 36.37%
$25.01 - $27.13 $5.23M - $5.67M
784K $19.9M
DOV
Dover Corp

Industrials
26.1K
+ 1952.06%
$174.65 - $206.43 $4.56M - $5.39M
27.4K $4.82M
ALLE
Allegion PLC

Industrials
34.1K
+ 2273.85%
$123.79 - $135.5 $4.22M - $4.62M
35.6K $4.64M
LQD
Ishares Iboxx $ Investment Gra

ETFs
38.3K
+ 65.11%
$105.1 - $109.61 $4.02M - $4.19M
97K $10.5M
ROL
Rollins Inc

Consumer Cyclical
7.51K
+ 1.61%
$45.65 - $54.03 $343K - $405K
473K $25.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
19.4K
+ 2748.37%
$132.75 - $177.12 $2.58M - $3.44M
20.1K $3.07M
PSA
Public Storage

Real Estate
9.85K
+ 3.75%
$288.99 - $313.98 $2.85M - $3.09M
272K $81.5M
Activity Summary
Buys All Purchases 202 New Holdings 51 Increased Positions 151 Sells All Sells 403 Reductions 401 Sold out 2 Options Calls 0 Puts 0
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