Bank Julius Baer & Co. Ltd, Zurich
BankPosition in AXP — American Express Co
CIK 1544599
ZURICH, V8
Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$962,659
+$162,297 QoQ
Shares Held
2,846
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,114,789,927 across 8 Credit Services names. AXP ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,754,598 | $601,985,027 | |
| 2 | MA |
Mastercard Inc
|
839,622 | $431,229,859 | |
| 3 | COF |
Capital One Financial Corp
|
382,502 | $76,737,551 | |
| 4 | UPST |
Upstart Holdings, Inc.
|
85,480 | $3,028,556 | |
| 5 | AXP |
American Express Co
This page
|
2,846 | $962,659 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
16,652 | $719,033 | |
| 7 | KLAR |
Klarna Group plc
|
5,578 | $112,898 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
800 | $14,344 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,659 | 2,846 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $800,362 | 2,646 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $453,558 | 1,226 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,212,517 | 6,661 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $102,073 | 320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $86,096 | 320 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $120,496 | 406 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $102,513 | 378 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $430,219 | 1,858 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $630,245 | 2,768 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,095,564 | 5,848 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $1,683,609 | 11,285 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,211,817 | 12,697 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,392,764 | 14,506 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,799,004 | 12,176 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,113,277 | 8,252 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,711,125 | 12,344 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,224,739 | 11,897 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,238,298 | 19,794 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,337,043 | 13,950 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,304,958 | 13,950 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,049,465 | 14,490 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,896,956 | 15,689 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $1,677,383 | 16,732 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,511,776 | 15,880 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,619,227 | 18,914 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||