Bank Julius Baer & Co. Ltd, Zurich

Bank
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 SCHW

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Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $179,949,802 1,914,767
2025-12-31 $160,795,054 1,609,399
2025-09-30 $141,549,645 1,482,661
2025-06-30 $132,186,504 1,448,778
2025-03-31 $172,701,805 2,206,206
2024-12-31 $143,489,551 1,938,786
2024-09-30 $116,498,048 1,797,532
2024-06-30 $87,948,793 1,193,497
2024-03-31 $93,172,545 1,287,981
2023-12-31 $62,616,806 910,128
2023-09-30 $55,331,568 1,007,861
2023-06-30 $54,735,422 965,692
2023-03-31 $53,758,013 1,026,308
2022-12-31 $89,047,485 1,069,511
2022-09-30 $70,604,297 982,389
2022-06-30 $62,566,269 990,286
2022-03-31 $74,887,851 888,244
2021-12-31 $63,265,991 752,271
2021-09-30 $54,261,356 744,939
2021-06-30 $52,415,991 719,901
2021-03-31 $47,581,074 729,995
2020-09-30 $28,313,092 781,482
2020-06-30 $29,572,333 876,477
2020-03-31 $32,151,209 956,312