Bank Julius Baer & Co. Ltd, Zurich Portfolio Holdings
Bank Julius Baer & Co. Ltd, Zurich
- $23.9 Billion
- Q2 2024
Bank Julius Baer & Co. Ltd, Zurich has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $23.9 Billion distributed in 490 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.71B, Nvidia Corp with a value of $1.67B, Alphabet Inc. with a value of $1.46B, Meta Platforms, Inc. with a value of $998M, and Apple Inc. with a value of $981M.
Examining the 13F form we can see an decrease of $2.09B in the current position value, from $26B to 23.9B.
Below you can find more details about Bank Julius Baer & Co. Ltd, Zurich portfolio as well as his latest detailed transactions.
Portfolio value
$23.9 Billion
Technology: $8.19 Billion
Healthcare: $3.72 Billion
Communication Services: $2.95 Billion
Financial Services: $2.55 Billion
ETFs: $1.87 Billion
Industrials: $1.6 Billion
Consumer Cyclical: $1.5 Billion
Consumer Defensive: $831 Million
Other: $725 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 490
- Current Value $23.9 Billion
- Prior Value $26 Billion
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 45 stocks
- Additional Purchases 66 stocks
- Sold out of 0 stocks
- Reduced holdings in 373 stocks