Bank Julius Baer & Co. Ltd, Zurich

CIK
1544599
City
ZURICH
State / Country
V8

Top Portfolio Positions

574 positions · $31,451,680,125 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GOOGL
Alphabet Inc.
Communication Services
7,111,485 $2,044,978,626 6.50%
NVDA
Nvidia Corp
Technology
9,785,699 $1,706,625,905 5.43%
MSFT
Microsoft Corp
Technology
4,266,097 $1,579,181,126 5.02%
AAPL
Apple Inc.
Technology
5,541,578 $1,406,397,080 4.47%
META
Meta Platforms, Inc.
Communication Services
1,635,981 $935,993,809 2.98%
SPY
Spdr S&P 500 Etf Trust
1,390,820 $904,505,878 2.88%
LLY
ELI LILLY & Co
Healthcare
885,763 $814,698,234 2.59%
AMZN
Amazon Com Inc
Consumer Cyclical
3,910,159 $814,368,814 2.59%
V
Visa Inc.
Financial Services
2,286,827 $691,170,592 2.20%
JNJ
Johnson & Johnson
Healthcare
2,765,022 $675,881,977 2.15%

Portfolio Trend

25 quarters · across all stocks

Holdings in PPLT

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2026-03-31 $948,718 5,323
2025-12-31 $982,858 5,272
2025-09-30 $717,972 5,025
2025-06-30 $592,479 4,822
2024-09-30 $76,330 850
2024-06-30 $80,310 878
2021-12-31 $31,914 355
2021-09-30 $32,021 355
2021-06-30 $35,993 359
2021-03-31 $40,962 368
2020-09-30 $29,816 355
2020-06-30 $27,750 355