EdgeMarket › What Bank Julius Baer & Co. Ltd, Zurich reported owning

What Bank Julius Baer & Co. Ltd, Zurich reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

33.2B

Positions

678

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
GOOGL
Alphabet Inc.
2.0B6.1%7.1M344.82+73.0%
NVDA
NVIDIA CORP
1.7B5.1%9.8M214.72+22.4%
MSFT
MICROSOFT CORP
1.6B4.7%4.3M483.24-4.4%
AAPL
Apple Inc.
1.4B4.2%5.5M309.35+36.9%
META
Meta Platforms, Inc.
924.5M2.8%1.6M549.90-26.5%
SPY
SPDR S&P 500 ETF TRUST
904.5M2.7%1.4M765.72+20.0%
AMZN
AMAZON COM INC
810.1M2.4%3.9M258.63+15.6%
LLY
ELI LILLY & Co
809.0M2.4%885.8K1,255.40+78.0%
V
VISA INC.
690.2M2.1%2.3M371.04+7.9%
JNJ
JOHNSON & JOHNSON
674.7M2.0%2.8M270.24+51.1%
PG
PROCTER & GAMBLE Co
652.9M2.0%4.5M144.68-9.3%
MA
Mastercard Inc
609.9M1.8%1.2M580.63-2.0%
JPM
JPMORGAN CHASE & CO
588.4M1.8%2.0M351.58+20.3%
WMT
Walmart Inc.
585.1M1.8%4.7M103.70+1.1%
NFLX
NETFLIX INC
517.5M1.6%5.4M79.59-34.4%
COST
COSTCO WHOLESALE CORP /NEW
488.3M1.5%490.1K947.74-4.7%
CSCO
CISCO SYSTEMS, INC.
471.7M1.4%6.1M111.04+65.5%
LRCX
LAM RESEARCH CORP
466.4M1.4%2.2M314.00+216.7%
CAT
CATERPILLAR INC
462.7M1.4%660.4K827.90+96.8%
COP
CONOCOPHILLIPS
456.9M1.4%3.5M134.87+42.1%
MRK
Merck & Co., Inc.
443.3M1.3%3.7M152.55+80.2%
CME
CME GROUP INC.
402.6M1.2%1.4M274.98+0.1%
AMAT
APPLIED MATERIALS INC /DE
398.1M1.2%1.2M492.32+205.9%
unmapped CUSIP 084670702392.3M1.2%819.9K
AVGO
Broadcom Inc.
392.2M1.2%1.3M368.45+26.5%
LIN
LINDE PLC
372.1M1.1%749.9K487.57+1.1%
AZN
ASTRAZENECA PLC
367.2M1.1%1.9M165.98
XOM
ExxonMobil Holdings Corp
350.0M1.1%2.1M165.11+52.1%
ISRG
INTUITIVE SURGICAL INC
319.5M1.0%695.5K378.81-21.2%
IEF
iShares 7-10 Year Treasury Bond ETF
302.0M0.9%3.2M92.82-2.8%
KO
COCA COLA CO
299.0M0.9%3.9M91.10+28.9%
IBM
INTERNATIONAL BUSINESS MACHINES CORP
295.7M0.9%1.2M235.68-2.8%
GE
GENERAL ELECTRIC CO
293.3M0.9%1.0M348.37+30.7%
WFC
WELLS FARGO & COMPANY/MN
277.3M0.8%3.5M83.84+7.3%
IEI
iShares 3-7 Year Treasury Bond ETF
275.0M0.8%2.3M116.41-2.1%
PGR
PROGRESSIVE CORP/OH/
275.0M0.8%1.4M219.28-13.2%
ABT
ABBOTT LABORATORIES
263.7M0.8%2.6M116.64-11.9%
UBS
UBS Group AG
235.7M0.7%6.1M53.29+34.1%
EMR
EMERSON ELECTRIC CO
233.6M0.7%1.8M157.26+20.1%
UBER
Uber Technologies, Inc
229.9M0.7%3.2M78.80-15.9%
BAC
BANK OF AMERICA CORP /DE/
212.5M0.6%4.4M61.69+27.6%
ETN
Eaton Corp plc
211.8M0.6%596.9K419.20+21.1%
APH
AMPHENOL CORP /DE/
211.1M0.6%1.7M157.01+44.5%
ADI
ANALOG DEVICES INC
191.9M0.6%609.5K373.09+52.4%
KLAC
KLA CORP
188.6M0.6%129.7K183.99+109.5%
MKL
MARKEL GROUP INC.
185.6M0.6%97.4K1,795.62-8.9%
SCHW
SCHWAB CHARLES CORP
179.5M0.5%1.9M112.30+17.6%
TTE
TotalEnergies SE
168.9M0.5%1.9M89.89+42.5%
QQQ
INVESCO QQQ TRUST, SERIES 1
167.6M0.5%290.3K713.44+26.1%
TT
Trane Technologies plc
166.9M0.5%402.7K453.43+6.4%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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