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

Bank Julius Baer & Co. Ltd, Zurich

  • $27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-912K
- 31.14%
$167.43 - $244.7 $153M - $223M
2.02M $338M
NVDA
Nvidia Corp

Technology
-618K
- 5.89%
$106.98 - $149.43 $66.1M - $92.3M
9.87M $1.07B
UNH
Unitedhealth Group Inc

Healthcare
-687K
- 45.36%
$461.52 - $548.18 $317M - $377M
828K $433M
GOOGL
Alphabet Inc.

Communication Services
-338K
- 4.44%
$154.33 - $206.19 $52.1M - $69.6M
7.27M $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-279K
- 18.19%
$551.42 - $612.93 $154M - $171M
1.25M $701M
AAPL
Apple Inc.

Technology
-148K
- 3.08%
$209.68 - $247.1 $31.1M - $36.6M
4.66M $1.04B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.16M
- 86.04%
$102.72 - $143.06 $119M - $165M
187K $19.6M
ISRG
Intuitive Surgical Inc

Healthcare
-248K
- 29.78%
$476.63 - $610.45 $118M - $152M
585K $290M
AMZN
Amazon Com Inc

Consumer Cyclical
-114K
- 2.82%
$190.26 - $242.06 $21.7M - $27.6M
3.94M $749M
ADBE
Adobe Inc.

Technology
-218K
- 26.63%
$377.84 - $464.11 $82.2M - $101M
599K $230M
ROK
Rockwell Automation, Inc

Industrials
-433K
- 89.97%
$255.29 - $303.75 $110M - $131M
48.3K $12.5M
ROP
Roper Technologies Inc

Industrials
-239K
- 93.73%
$502.71 - $593.81 $120M - $142M
16K $9.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-160K
- 70.71%
$507.05 - $563.67 $81M - $90.1M
66.2K $34M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-115K
- 97.52%
$634.14 - $744.83 $73.1M - $85.9M
2.94K $1.86M
CAT
Caterpillar Inc

Industrials
-160K
- 22.87%
$326.75 - $407.63 $52.2M - $65.1M
538K $178M
IWM
Ishares Russell 2000 ETF

ETFs
-333K
- 98.25%
$198.1 - $229.79 $65.9M - $76.4M
5.93K $1.18M
DHR
Danaher Corp

Healthcare
-147K
- 10.97%
$201.62 - $250.59 $29.7M - $36.9M
1.19M $245M
CDNS
Cadence Design Systems Inc

Technology
-18.5K
- 1.65%
$233.96 - $324.52 $4.33M - $6M
1.1M $280M
JPM
Jpmorgan Chase & CO

Financial Services
-216K
- 10.17%
$225.19 - $279.95 $48.7M - $60.6M
1.91M $469M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-101K
- 18.65%
$165.25 - $224.62 $16.7M - $22.7M
441K $73.2M
HON
Honeywell International Inc

Industrials
-51.9K
- 3.25%
$202.75 - $226.52 $10.5M - $11.8M
1.55M $327M
WMT
Walmart Inc.

Consumer Defensive
-324K
- 22.68%
$84.5 - $105.05 $27.4M - $34.1M
1.11M $97.1M
HD
Home Depot, Inc.

Consumer Cyclical
-29.8K
- 3.3%
$347.25 - $424.87 $10.4M - $12.7M
875K $321M
EFV
Msci Eafe Value ETF

ETFs
-585K
- 99.42%
$51.88 - $60.73 $30.3M - $35.5M
3.4K $200K
CRM
Salesforce, Inc.

Technology
-29.4K
- 9.33%
$268.36 - $359.95 $7.88M - $10.6M
285K $76.6M
AMAT
Applied Materials Inc

Technology
-45K
- 4.1%
$145.06 - $195.51 $6.53M - $8.8M
1.05M $153M
ACN
Accenture PLC

Technology
-7.91K
- 1.62%
$300.91 - $398.25 $2.38M - $3.15M
481K $150M
NDAQ
Nasdaq, Inc.

Financial Services
-175K
- 4.71%
$72.17 - $83.76 $12.7M - $14.7M
3.55M $269M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-178K
- 99.39%
$90.0 - $96.32 $16M - $17.1M
1.09K $100K
TT
Trane Technologies PLC

Industrials
-6.22K
- 1.46%
$332.0 - $400.86 $2.07M - $2.49M
421K $142M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-640
- 2.01%
$4295.4 - $5141.88 $2.75M - $3.29M
31.2K $144M
IR
Ingersoll Rand Inc.

Industrials
-133K
- 37.45%
$79.44 - $94.23 $10.5M - $12.5M
221K $17.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
-162K
- 18.15%
$106.22 - $111.09 $17.2M - $18M
731K $81.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7.24K
- 1.64%
$497.6 - $606.74 $3.6M - $4.39M
436K $217M
IBB
Ishares Biotechnology ETF

ETFs
-98.5K
- 95.72%
$127.9 - $140.56 $12.6M - $13.8M
4.41K $563K
PTC
Ptc Inc.

Technology
-44.9K
- 21.57%
$153.3 - $193.48 $6.88M - $8.69M
163K $25.3M
MSI
Motorola Solutions, Inc.

Technology
-23.9K
- 24.31%
$411.73 - $482.1 $9.83M - $11.5M
74.4K $32.6M
URTH
Ishares Msci World ETF

ETFs
-80.9K
- 43.81%
$151.24 - $164.09 $12.2M - $13.3M
104K $15.9M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-27.5K
- 69.65%
$416.48 - $494.72 $11.4M - $13.6M
12K $5.83M
NOW
Service Now, Inc.

Technology
-2.05K
- 5.15%
$783.83 - $1170.39 $1.61M - $2.4M
37.8K $30.1M
ICLR
Icon PLC

Healthcare
-54.6K
- 74.18%
$174.99 - $222.58 $9.56M - $12.2M
19K $3.33M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-5.55K
- 1.11%
$221.78 - $273.45 $1.23M - $1.52M
497K $113M
HLI
Houlihan Lokey, Inc.

Financial Services
-58K
- 57.72%
$154.43 - $187.4 $8.96M - $10.9M
42.5K $6.86M
TXN
Texas Instruments Inc

Technology
-54.2K
- 3.53%
N/A
1.48M $288M
TYL
Tyler Technologies Inc

Technology
-18.1K
- 53.44%
$553.41 - $646.74 $10M - $11.7M
15.8K $9.18M
UPS
United Parcel Service Inc

Industrials
-12.1K
- 2.17%
$109.66 - $136.26 $1.32M - $1.64M
544K $59.8M
ACWI
Ishares Msci Acwi ETF

ETFs
-82.7K
- 20.05%
$115.16 - $124.13 $9.52M - $10.3M
330K $38.4M
MDB
Mongo Db, Inc.

Technology
-36.3K
- 58.24%
$175.4 - $298.52 $6.37M - $10.8M
26K $4.57M
HUBS
Hubspot Inc

Technology
-11.4K
- 49.82%
$571.29 - $819.71 $6.5M - $9.33M
11.5K $6.54M
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
Track This Portfolio

Track Bank Julius Baer & Co. Ltd, Zurich Portfolio

Follow Bank Julius Baer & Co. Ltd, Zurich and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Julius Baer & Co. Ltd, Zurich, based on Form 13F filings with the SEC.

News

Stay updated on Bank Julius Baer & Co. Ltd, Zurich with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email