Bank Julius Baer & Co. Ltd, Zurich Portfolio Holdings

Bank Julius Baer & Co. Ltd, Zurich

  • $27 Billion
  • Q1 2025

Bank Julius Baer & Co. Ltd, Zurich has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $27 Billion distributed in 617 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.51B, Alphabet Inc. with a value of $1.12B, Meta Platforms, Inc. with a value of $1.09B, Nvidia Corp with a value of $1.07B, and Apple Inc. with a value of $1.04B.

Examining the 13F form we can see an decrease of $2.06B in the current position value, from $29.1B to 27B. Also it can be appreciated an additional of 51 stocks purchases and 2 closed positions.

Below you can find more details about Bank Julius Baer & Co. Ltd, Zurich portfolio as well as his latest detailed transactions.

Portfolio value $27 Billion
Technology: $7.03 Billion
Financial Services: $4.55 Billion
Healthcare: $3.69 Billion
Communication Services: $3.12 Billion
Industrials: $2.41 Billion
ETFs: $2.05 Billion
Consumer Cyclical: $1.79 Billion
Consumer Defensive: $1.51 Billion
Other: $890 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$82.9M
$31,000 0.0% of portfolio
17,695
Q1 2025 Reduced 2.36%
$245M
$1,000 0.0% of portfolio
752
Q1 2025 Reduced 2.34%
$221M
$3,000 0.0% of portfolio
1,237
Q1 2025 Reduced 4.26%
$125M
$4,000 0.0% of portfolio
6,943
Q1 2025 Reduced 2.39%
$59M
$34,000 0.0% of portfolio
37,708
Q1 2025 New
$245M
$437,000 0.0% of portfolio
143,336
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 617
  • Current Value $27 Billion
  • Prior Value $29.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 51 stocks
  • Additional Purchases 151 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 401 stocks
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