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Bank Julius Baer & Co. Ltd, Zurich
Bank Julius Baer & Co. Ltd, Zurich is an institution, managing $35.5B across 669 long positions as of Q3 2025 with 32% Technology concentration.
- Portfolio Value
- $35.5B
- Positions
- 669
- Top Holding
- MSFT at 6.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bank Julius Baer & Co. Ltd, Zurich's portfolio (38.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $2.3B | 6.50% | +$4.2M Bought | 0.06% 4.5M shares | |
Semiconductors Technology | $2.2B | 6.17% | +$5.2M Bought | 0.05% 11.7M shares | |
Internet Content & Information Communication Services | $2.0B | 5.68% | -$16.3M Sold | 0.07% 8.3M shares | |
Consumer Electronics Technology | $1.5B | 4.17% | +$170.7M Bought | 0.04% 5.8M shares | |
Internet Content & Information Communication Services | $1.3B | 3.80% | -$13.3M Sold | 0.07% 1.8M shares | |
Financial - Credit Services Financial Services | $966.9M | 2.73% | -$2.8M Sold | 0.15% 2.8M shares | |
Specialty Retail Consumer Cyclical | $965.7M | 2.72% | +$16.1M Bought | 0.04% 4.4M shares | |
ETF ETF | $940.9M | 2.65% | +$45.1M Bought | — 1.4M shares | |
Entertainment Communication Services | $802.3M | 2.26% | +$31.6M Bought | 0.16% 669.2K shares | |
Financial - Credit Services Financial Services | $717.6M | 2.02% | +$1.2M Bought | 0.14% 1.3M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bank Julius Baer & Co. Ltd, Zurich's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Bank Julius Baer & Co. Ltd, Zurich
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