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Equibles

Bank Julius Baer & Co. Ltd, Zurich

Bank
Location
ZURICH, V8
Portfolio Value
Mid $4,845,810,962
Diversification
Diversified
Filing Date
Global Rank
#121 / 8,232 ▲ 6
Top Industry
Internet Content & Information 9.8%
3Y Alpha vs SPY
-5.6%
Period ended 3 months ago
Filed May 5, 2026 · 41d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+50.7%
SPY
+74.2%
Annualised alpha
-5.7%
Max drawdown
−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

575 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.4%
−0.4 pts
Top 5
24.1%
−3.0 pts
Top 10
36.3%
−3.6 pts
HHI
211
Jun 2023 → Mar 2026 · range 194 – 435
Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 29.4% $9,355,539,401
Financial Services 15.2% $4,845,810,962
Healthcare 12.7% $4,037,753,892
Communication Services 12.0% $3,829,498,054
Industrials 7.8% $2,473,526,582
Consumer Defensive 6.7% $2,141,150,977
Consumer Cyclical 4.8% $1,522,030,554
Energy 4.3% $1,384,548,323
Unclassified 3.7% $1,173,230,506
Basic Materials 2.0% $646,191,364
Utilities 1.0% $310,235,965
Real Estate 0.4% $125,078,793

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
BAC +3,039,632 4,388,492 $213,938,985
CSCO +2,002,552 6,087,517 $472,330,444
COP +2,000,437 3,457,318 $456,365,976
WMT +1,541,413 4,713,255 $585,763,331
WFC +1,147,391 3,508,608 $279,320,282
JNJ +977,595 2,765,022 $675,881,977
ANET +618,654 621,991 $76,368,054
APH +606,150 1,690,500 $213,594,675
KO +594,852 3,929,505 $298,838,855
LRCX +577,350 2,211,855 $472,584,939
CME +560,151 1,361,434 $402,099,531
MRK +536,891 3,700,222 $445,099,704
TJX +515,027 529,833 $84,614,330
UBS +409,969 6,114,163 $238,880,348
NEE +320,461 1,147,383 $106,568,933
SCHW +305,368 1,914,767 $179,949,802
TER +290,045 384,899 $114,107,157
WAB +276,925 277,619 $69,379,764
HWM +264,121 280,234 $64,582,727
SOFI +229,849 230,649 $3,662,706
LOGI +216,202 940,518 $85,700,000
TTE +138,637 1,881,590 $171,187,058
LLY +137,673 885,763 $814,698,234
ALC +118,115 1,599,496 $120,522,023
CAT +110,565 660,444 $467,898,156

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
INFY −3,574,611 24,445 $330,251
NFLX −1,451,667 5,415,235 $520,674,845
GLW −1,296,136 116,458 $15,834,794
NDAQ −1,094,392 1,001,237 $84,995,008
NKE −890,693 208,303 $11,002,564
NVDA −794,884 9,785,699 $1,706,625,905
AVGO −610,242 1,278,536 $395,719,677
C −516,863 516,516 $58,578,079
AAPL −497,920 5,541,578 $1,406,397,080
PGR −491,898 1,383,176 $274,200,810
V −485,463 2,286,827 $691,170,592
ACN −444,671 44,919 $8,906,988
GOOGL −431,636 7,111,485 $2,044,978,626
DHR −430,572 855,522 $162,206,971
SPGI −423,407 271,882 $115,642,289
IBM −419,256 1,225,059 $296,942,051
DELL −411,893 741,956 $121,777,238
ADP −403,541 406,457 $82,583,933
UBER −370,872 3,214,190 $231,196,686
UNH −326,379 40,820 $11,045,483
SYK −321,368 486,164 $159,748,628
CDNS −300,408 466,472 $129,618,574
UPS −291,692 318,610 $31,344,851
ORCL −284,790 618,784 $91,029,314
GE −279,395 1,040,125 $295,156,271

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
AZN 1,866,132 $368,038,553
SCCO 403,722 $69,464,407
CCJ 83,218 $9,038,306
MTSI 30,501 $6,773,357
CRS 15,292 $6,027,341
AMKR 127,933 $5,760,822
MP 107,039 $5,165,702
DVN 87,467 $4,401,339
ALNY 13,281 $4,394,284
TEM 93,625 $4,233,722
NU 293,439 $4,216,718
KT 195,541 $4,194,354
CEG 14,867 $4,151,609
FUTU 29,879 $4,086,252
MTZ 7,496 $2,411,763
BKR 30,530 $1,863,856
CASY 2,480 $1,805,092
TPL 3,562 $1,690,382
HAL 38,539 $1,502,635
TRGP 5,977 $1,498,613
ATI 8,769 $1,275,538
STXS 540,529 $994,573
COTY 449,999 $904,497
CTRA 22,564 $792,898
HST 35,810 $686,119

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
WAY 49,770 $1,629,967
WSO 3,948 $1,330,278
ERIE 4,360 $1,249,794
IT 4,181 $1,054,782
PAYC 6,615 $1,054,166
MANH 5,588 $968,456
NTES 6,900 $949,578
PONY 54,000 $783,000
RL 1,662 $587,699
PM 3,029 $485,851
NGD 38,669 $336,806
DRI 1,530 $281,550
CSIQ 5,650 $134,300
STZ 813 $112,161
FTV 1,560 $86,127
WDAY 400 $85,912
MTB 361 $72,734
IMO 769 $66,372
GNTX 2,852 $66,366
HUM 255 $65,313
INGR 588 $64,832
MKC 943 $64,227
UMC 8,107 $63,721
SKM 2,970 $60,974
CPT 516 $56,801

Portfolio Positions

Export CSV View 13F filing
70 positions · $4,845,810,962 total · Financial Services only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 70 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
V
Visa Inc.
Financial Services 		2,286,827 $691,170,592 14.26%
MA
Mastercard Inc
Financial Services 		1,223,187 $611,177,616 12.61%
JPM
Jpmorgan Chase & Co
Financial Services 		2,012,100 $591,879,336 12.21%
CME
Cme Group Inc.
Financial Services 		1,361,434 $402,099,531 8.30%
BRK-B
Berkshire Hathaway Inc
Financial Services 		819,940 $392,915,248 8.11%
WFC
Wells Fargo & Company/Mn
Financial Services 		3,508,608 $279,320,282 5.76%
PGR
Progressive Corp/Oh/
Financial Services 		1,383,176 $274,200,810 5.66%
UBS
UBS Group AG
Financial Services 		6,114,163 $238,880,348 4.93%
BAC
Bank Of America Corp /De/
Financial Services 		4,388,492 $213,938,985 4.41%
MKL
Markel Group Inc.
Financial Services 		97,383 $186,397,869 3.85%
SCHW
Schwab Charles Corp
Financial Services 		1,914,767 $179,949,802 3.71%
SPGI
S&P Global Inc.
Financial Services 		271,882 $115,642,289 2.39%
MS
Morgan Stanley
Financial Services 		687,175 $113,088,389 2.33%
AJG
Arthur J. Gallagher & Co.
Financial Services 		508,446 $110,119,234 2.27%
NDAQ
Nasdaq, Inc.
Financial Services 		1,001,237 $84,995,008 1.75%
HBAN
Huntington Bancshares Inc /Md/
Financial Services 		5,331,176 $83,432,904 1.72%
USB
US Bancorp De
Financial Services 		1,270,116 $66,058,733 1.36%
C
Citigroup Inc
Financial Services 		516,516 $58,578,079 1.21%
BLK
BlackRock, Inc.
Financial Services 		21,969 $21,127,806 0.44%
RY
Royal Bank Of Canada
Financial Services 		86,736 $14,032,150 0.29%
MRSH
Marsh & Mclennan Companies, Inc.
Financial Services 		79,705 $13,824,832 0.29%
CBOE
Cboe Global Markets, Inc.
Financial Services 		44,599 $12,535,440 0.26%
IBKR
Interactive Brokers Group, Inc.
Financial Services 		120,620 $8,089,983 0.17%
AFL
Aflac Inc
Financial Services 		68,995 $7,569,441 0.16%
HIG
Hartford Insurance Group, Inc.
Financial Services 		42,756 $5,781,893 0.12%
DB
Deutsche Bank Aktiengesellschaft
Financial Services 		193,942 $5,775,592 0.12%
HOOD
Robinhood Markets, Inc.
Financial Services 		73,032 $5,061,117 0.10%
HDB
Hdfc Bank Ltd
Financial Services 		191,519 $4,764,992 0.10%
GS
Goldman Sachs Group Inc
Financial Services 		5,297 $4,481,209 0.09%
NU
Nu Holdings Ltd.
Financial Services 		293,439 $4,216,718 0.09%
FUTU
Futu Holdings Ltd
Financial Services 		29,879 $4,086,252 0.08%
SOFI
SoFi Technologies, Inc.
Financial Services 		230,649 $3,662,706 0.08%
IBN
Icici Bank Ltd
Financial Services 		121,212 $3,139,390 0.06%
ACGL
Arch Capital Group Ltd.
Financial Services 		32,571 $3,126,490 0.06%
WTW
Willis Towers Watson PLC
Financial Services 		9,464 $2,751,184 0.06%
RJF
Raymond James Financial Inc
Financial Services 		18,905 $2,737,254 0.06%
WRB
Berkley W R Corp
Financial Services 		34,298 $2,273,271 0.05%
UPST
Upstart Holdings, Inc.
Financial Services 		83,941 $2,153,086 0.04%
KB
KB Financial Group Inc.
Financial Services 		21,330 $2,127,240 0.04%
BNY
Bank of New York Mellon Corp
Financial Services 		17,040 $2,021,455 0.04%
MSCI
MSCI Inc.
Financial Services 		3,516 $1,895,159 0.04%
HLI
Houlihan Lokey, Inc.
Financial Services 		11,220 $1,611,416 0.03%
COIN
Coinbase Global, Inc.
Financial Services 		8,750 $1,527,837 0.03%
KNSL
Kinsale Capital Group, Inc.
Financial Services 		3,803 $1,299,332 0.03%
RF
Regions Financial Corp
Financial Services 		41,559 $1,085,521 0.02%
FITB
Fifth Third Bancorp
Financial Services 		21,943 $1,019,471 0.02%
PYPL
PayPal Holdings, Inc.
Financial Services 		20,569 $930,335 0.02%
AXP
American Express Co
Financial Services 		2,646 $800,362 0.02%
ICE
Intercontinental Exchange, Inc.
Financial Services 		4,398 $691,717 0.01%
CB
Chubb Ltd
Financial Services 		1,924 $627,089 0.01%

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