BJ
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Bank Julius Baer & Co. Ltd, Zurich13F | |
| Bank Julius Baer & Co. Ltd, Zurich | |
| Last update 2025-05-06 | 613 Stocks (51 new) |
| Value $30.65 Bil | Turnover 6 % |
Bank Julius Baer & Co. Ltd, Zu... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 4,014,253 | 1,653,843.1 | +1.10% | 5.400 | +0.06% | 0.050 | +33.94% | +18.80% | 3,707,650.2 | Software | |
GOOGL | Alphabet Inc | 7,268,166 | 1,230,988.8 | -4.44% | 4.020 | -0.21% | 0.060 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
META | Meta Platforms Inc | 1,888,544 | 1,194,669.9 | -8.47% | 3.900 | -0.34% | 0.080 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
NVDA | NVIDIA Corp | 9,867,924 | 1,171,797.9 | -5.89% | 3.820 | -0.28% | 0.040 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
AAPL | Apple Inc | 4,660,995 | 1,134,150.9 | -3.08% | 3.700 | -0.12% | 0.030 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
V | Visa Inc | 2,595,954 | 998,004.9 | -2.42% | 3.260 | -0.07% | 0.140 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
AMZN | Amazon.com Inc | 3,936,378 | 823,962.0 | -2.82% | 2.690 | -0.08% | 0.040 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
SPY | SPDR S&P 500 ETF Trust | 1,252,990 | 792,177.4 | -18.19% | 2.580 | -0.56% | 0.120 | +16.86% | +7.34% | 643,153.0 | ||
PG | Procter & Gamble Co | 4,058,890 | 755,334.3 | +25.95% | 2.460 | +0.51% | 0.170 | -6.12% | -2.88% | 377,072.7 | Consumer Packaged Goods | |
MA | Mastercard Inc | 1,108,056 | 661,539.4 | -2.27% | 2.160 | -0.04% | 0.120 | +7.46% | +8.43% | 516,916.7 | Credit Services |
Bank Julius Baer & Co. Ltd, Zurich's Historical Top Holdings Breakdowns
Bank Julius Baer & Co. Ltd, Zurich's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.15% | 461.52 ($511.2) 548.18 | $308.55 | -39.64% | Reduce -45.36% | 827,657 | -687,072 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.70% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Reduce -31.14% | 2,016,097 | -911,632 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.56% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Reduce -18.19% | 1,252,990 | -278,677 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.54% | 442.66 ($486.15) 534.52 | $485.00 | -0.24% | Add 261.17% | 383,724 | 277,479 | |
PG | Procter & Gamble Co | 2025-03-31 | Add Add | +0.51% | 158.56 ($167.49) 176.26 | $160.83 | -3.98% | Add 25.95% | 4,058,890 | 836,305 | |
BAH | Booz Allen Hamilton Holding Corp | 2025-03-31 | Reduce Reduce | -0.49% | 102.72 ($120.53) 143.06 | $108.93 | -9.62% | Reduce -86.04% | 187,376 | -1,155,152 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.48% | 83.01 ($93.37) 101.02 | $80.93 | -13.32% | Add 136.52% | 2,626,227 | 1,515,855 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Reduce Reduce | -0.43% | 476.78 ($553.02) 610.45 | $544.47 | -1.55% | Reduce -29.78% | 585,335 | -248,271 | |
MSCI | MSCI Inc | 2025-03-31 | Add Add | +0.42% | 541.46 ($581.29) 628.34 | $587.74 | 1.11% | Add 605802.86% | 212,066 | 212,031 | |
ROK | Rockwell Automation Inc | 2025-03-31 | Reduce Reduce | -0.41% | 255.29 ($278.33) 303.75 | $347.07 | 24.70% | Reduce -89.97% | 48,274 | -432,833 |
Bank Julius Baer & Co. Ltd, Zurich Total Holding History ($B)
Bank Julius Baer & Co. Ltd, Zurich's Asset Allocation
Bank Julius Baer & Co. Ltd, Zurich Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bank Julius Baer & Co. Ltd, Zurich's Hypothetical Growth since 2025-03-31
Bank Julius Baer & Co. Ltd, Zurich's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Bank Julius Baer & Co. Ltd, Zurich's Holdings Heat Map
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Bank Julius Baer & Co. Ltd, Zurich's Holdings Bubble Chart
Bank Julius Baer & Co. Ltd, Zurich News
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