Bank Julius Baer & Co. Ltd, Zurich Top Holdings and 13F Report (2025) About Bank Julius Baer & Co. Ltd, ZurichInvestment ActivityBank Julius Baer & Co. Ltd, Zurich has $32.39 billion in total holdings as of December 31, 2024.Bank Julius Baer & Co. Ltd, Zurich owns shares of 632 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 17.46% of the portfolio was purchased this quarter.About 4.30% of the portfolio was sold this quarter.This quarter, Bank Julius Baer & Co. Ltd, Zurich has purchased 510 new stocks and bought additional shares in 381 stocks.Bank Julius Baer & Co. Ltd, Zurich sold shares of 97 stocks and completely divested from 27 stocks this quarter.Largest Holdings Microsoft $1,806,014,159Alphabet $1,552,299,753NVIDIA $1,520,119,688Meta Platforms $1,304,335,908Apple $1,301,965,724 Largest New Holdings this Quarter Autodesk $154,408,399 HoldingLAM RESEARCH CORP $141,302,545 HoldingBLACKROCK INC $115,587,366 HoldingHaleon $39,628,069 HoldingARISTA NETWORKS INC $22,979,963 Holding Largest Purchases this Quarter Procter & Gamble 2,973,757 shares (about $535.77M)LINDE PLC 682,176 shares (about $308.78M)Autodesk 485,032 shares (about $154.41M)Eaton 429,701 shares (about $154.01M)Accenture 402,428 shares (about $152.05M) Largest Sales this Quarter NVIDIA 2,526,214 shares (about $366.23M)KLA 277,333 shares (about $188.15M)Estée Lauder Companies 1,593,675 shares (about $131.87M)Invesco QQQ 190,105 shares (about $103.79M)Microchip Technology 980,825 shares (about $63.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBank Julius Baer & Co. Ltd, Zurich Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,806,014,159$135,556,186 ▲8.1%3,970,7055.6%Computer and TechnologyGOOGLAlphabet$1,552,299,753$2,472,574 ▼-0.2%7,605,8834.8%Computer and TechnologyNVDANVIDIA$1,520,119,688$366,234,727 ▼-19.4%10,485,4824.7%Computer and TechnologyMETAMeta Platforms$1,304,335,908$44,725,052 ▲3.6%2,063,1964.0%Computer and TechnologyAAPLApple$1,301,965,724$99,657,035 ▲8.3%4,809,2124.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$990,230,002$96,909,124 ▲10.8%1,531,6673.1%FinanceAMZNAmazon.com$960,509,370$64,781,304 ▲7.2%4,050,6053.0%Retail/WholesaleVVisa$908,163,288$68,037,157 ▲8.1%2,660,4532.8%Business ServicesUNHUnitedHealth Group$824,214,929$113,776,157 ▲16.0%1,514,7292.5%MedicalAVGOBroadcom$732,035,079$76,809,289 ▲11.7%2,927,7292.3%Computer and TechnologyMAMastercard$640,600,908$46,918,149 ▲7.9%1,133,7802.0%Business ServicesLLYEli Lilly and Company$619,840,741$85,817,333 ▲16.1%745,1611.9%MedicalPGProcter & Gamble$580,595,643$535,765,653 ▲1,195.1%3,222,5851.8%Consumer StaplesJPMJPMorgan Chase & Co.$549,819,437$34,874,562 ▲6.8%2,127,0831.7%FinanceNFLXNetflix$532,142,179$130,250,303 ▲32.4%556,2171.6%Consumer DiscretionaryISRGIntuitive Surgical$466,619,968$22,784,504 ▲5.1%833,6061.4%MedicalPGRProgressive$424,890,314$58,175,820 ▲15.9%1,649,4131.3%FinanceADBEAdobe$389,916,369$33,232,835 ▲9.3%817,0651.2%Computer and TechnologyHONHoneywell International$389,589,089$33,430,815 ▲9.4%1,597,5561.2%Multi-Sector ConglomeratesSPGIS&P Global$387,488,188$28,605,869 ▲8.0%721,2711.2%Business ServicesHDHome Depot$377,658,407$30,771,987 ▲8.9%904,3581.2%Retail/WholesaleLINDE PLC$374,780,170$308,783,239 ▲467.9%827,9791.2%SHSCDNSCadence Design Systems$363,523,301$10,179,153 ▲2.9%1,119,1951.1%Computer and TechnologyORCLOracle$333,521,563$20,598,161 ▲6.6%1,874,0081.0%Computer and TechnologyDHRDanaher$332,928,828$15,714,874 ▲5.0%1,340,8571.0%MedicalTXNTexas Instruments$310,371,559$26,099,040 ▲9.2%1,535,7061.0%Computer and TechnologyNDAQNasdaq$309,359,736$27,450,522 ▲9.7%3,723,3921.0%FinanceCATCaterpillar$273,525,202$29,823,732 ▲12.2%698,0990.8%Industrial ProductsJNJJohnson & Johnson$258,806,134$52,041,832 ▼-16.7%1,662,1940.8%MedicalCOSTCostco Wholesale$251,385,216$20,758,783 ▲9.0%254,0520.8%Retail/WholesaleTMOThermo Fisher Scientific$248,293,566$1,690,510 ▲0.7%442,8280.8%MedicalIEIiShares 3-7 Year Treasury Bond ETF$244,998,618$21,661,420 ▲9.7%1,921,3260.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$238,974,278$21,557,930 ▲9.9%2,342,4610.7%ETFFIFiserv$234,871,143$13,632,825 ▲6.2%1,068,9160.7%Business ServicesVRSKVerisk Analytics$231,532,470$24,135,816 ▲11.6%782,8190.7%Business ServicesKOCoca-Cola$220,465,653$23,965,326 ▲12.2%3,284,5210.7%Consumer StaplesAMEAMETEK$197,589,014$17,229,042 ▲9.6%1,023,7240.6%Computer and TechnologyETNEaton$193,421,290$154,006,818 ▲390.7%539,6730.6%Industrial ProductsXOMExxon Mobil$193,061,619$22,780,979 ▲13.4%1,687,0640.6%Oils/EnergyAMATApplied Materials$192,969,299$12,968,132 ▲7.2%1,098,7740.6%Computer and TechnologyACNAccenture$184,803,373$152,052,102 ▲464.3%489,1090.6%Computer and TechnologySYKStryker$184,721,198$19,571,456 ▲11.9%475,5580.6%MedicalBAHBooz Allen Hamilton$184,346,948$19,435,462 ▲11.8%1,342,5280.6%Business ServicesCOPConocoPhillips$182,197,216$15,400,289 ▲9.2%1,711,8290.6%Oils/EnergyINTUIntuit$176,649,777$6,454,366 ▲3.8%260,3890.5%Computer and TechnologyBKNGBooking$169,597,694$13,416,645 ▲8.6%31,8170.5%Retail/WholesaleTTTrane Technologies$167,977,487$137,722,541 ▲455.2%427,2260.5%ConstructionAJGArthur J. Gallagher & Co.$162,931,101$14,081,231 ▲9.5%533,7610.5%FinanceVRTXVertex Pharmaceuticals$159,023,824$14,361,696 ▲9.9%368,9670.5%MedicalCMECME Group$157,390,827$15,171,678 ▲10.7%630,0850.5%FinanceADSKAutodesk$154,408,399$154,408,399 ▲New Holding485,0320.5%Computer and TechnologyDISWalt Disney$153,935,372$9,077,352 ▲6.3%1,288,6860.5%Consumer DiscretionarySCHWCharles Schwab$152,394,035$11,102,962 ▲7.9%1,938,7860.5%FinanceROKRockwell Automation$148,072,918$9,831,579 ▲7.1%481,1070.5%Computer and TechnologyROPRoper Technologies$142,783,466$11,396,042 ▲8.7%254,9570.4%Computer and TechnologyWMTWalmart$142,542,793$27,633,023 ▼-16.2%1,430,4820.4%Retail/WholesaleLAM RESEARCH CORP$141,302,545$141,302,545 ▲New Holding1,815,8170.4%COM NEWBMYBristol-Myers Squibb$140,533,464$7,568,041 ▲5.7%2,336,5790.4%MedicalGEGeneral Electric$138,367,700$137,494,742 ▲15,750.4%768,5880.4%TransportationMKLMarkel Group$135,667,453$8,983,686 ▲7.1%73,7710.4%Multi-Sector ConglomeratesUBSUBS Group$133,890,041$115,020,366 ▲609.6%4,375,8390.4%FinanceABTAbbott Laboratories$133,691,266$7,017,357 ▲5.5%1,095,4430.4%MedicalHLTHilton Worldwide$133,487,433$128,797,213 ▲2,746.1%502,0770.4%Consumer DiscretionaryADPAutomatic Data Processing$132,429,474$120,707,179 ▲1,029.7%420,2570.4%Business ServicesADIAnalog Devices$132,292,910$8,284,959 ▲6.7%577,9720.4%Computer and TechnologyUBERUber Technologies$131,371,663$116,275,951 ▲770.3%2,019,8430.4%Computer and TechnologyVOOVanguard S&P 500 ETF$130,915,764$10,216,971 ▲8.5%226,0440.4%ETFEAElectronic Arts$121,163,854$22,933,724 ▲23.3%775,0850.4%Consumer DiscretionaryUNPUnion Pacific$118,613,098$6,160,474 ▲5.5%482,5410.4%TransportationMRKMerck & Co., Inc.$117,278,939$11,792,724 ▲11.2%1,110,3720.4%MedicalBLACKROCK INC$115,587,366$115,587,366 ▲New Holding105,9510.4%COMTSMTaiwan Semiconductor Manufacturing$114,860,130$108,571,818 ▲1,726.6%541,7410.4%Computer and TechnologyCRMSalesforce$114,759,703$1,789,844 ▼-1.5%314,6870.4%Computer and TechnologyARM HOLDINGS PLC$107,774,314$105,434,716 ▲4,506.5%808,9530.3%SPONSORED ADSRACEFerrari$107,770,303$85,352,152 ▲380.7%243,3060.3%Auto/Tires/TrucksTIPiShares TIPS Bond ETF$105,032,111$6,827,600 ▲7.0%893,2560.3%ETFPEPPepsiCo$100,454,693$6,929,666 ▲7.4%621,3850.3%Consumer StaplesIDXXIDEXX Laboratories$99,129,965$6,893,098 ▲7.5%223,8410.3%MedicalTE CONNECTIVITY PLC$98,978,926$69,697,668 ▲238.0%646,6920.3%ORD SHSEMREmerson Electric$98,225,932$9,940,549 ▲11.3%744,5490.3%Industrial ProductsRSGRepublic Services$95,883,663$3,101,347 ▲3.3%443,9650.3%Business ServicesWMWaste Management$95,308,174$7,801,776 ▲8.9%444,0350.3%Business ServicesEOGEOG Resources$94,467,491$5,513,259 ▼-5.5%730,3110.3%Oils/EnergyALCAlcon$94,391,078$76,537,230 ▲428.7%1,112,4010.3%MedicalZTSZoetis$90,566,995$2,190,918 ▲2.5%524,0350.3%MedicalREGNRegeneron Pharmaceuticals$90,452,094$7,869,822 ▲9.5%118,2800.3%MedicalPSAPublic Storage$83,089,767$34,116,481 ▲69.7%262,2980.3%FinanceIWMiShares Russell 2000 ETF$82,553,235$81,735,150 ▲9,991.0%338,5540.3%FinanceNKENIKE$81,202,226$4,234,709 ▼-5.0%1,002,7390.3%Consumer DiscretionaryHBANHuntington Bancshares$79,760,634$4,047,510 ▲5.3%4,605,3150.2%FinanceUSBU.S. Bancorp$79,570,099$22,861,350 ▲40.3%1,556,6800.2%FinanceCVXChevron$79,567,250$7,652,924 ▲10.6%516,7400.2%Oils/EnergyKDPKeurig Dr Pepper$78,097,356$4,142,277 ▲5.6%2,292,4810.2%Consumer StaplesMDTMedtronic$75,994,452$48,287,279 ▲174.3%894,0860.2%MedicalINFYInfosys$75,470,381$71,202,539 ▲1,668.3%3,228,2110.2%Computer and TechnologyQQQInvesco QQQ$74,558,883$103,788,005 ▼-58.2%136,5670.2%FinanceUPSUnited Parcel Service$74,302,650$4,712,556 ▲6.8%555,9270.2%TransportationMARMarriott International$71,681,131$71,480,934 ▲35,705.3%241,6860.2%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$70,073,777$69,858,550 ▲32,458.1%362,3720.2%ETFNXPINXP Semiconductors$63,374,319$41,090,585 ▲184.4%286,3880.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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