Bank Julius Baer & Co. Ltd, Zurich

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$36.2B

Total Positions

644

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

GOOGL6.52%

MSFT5.94%

NVDA5.45%

AAPL4.53%

META3.42%

SPY2.86%

V2.69%

AMZN2.48%

LLY2.22%

MA2.00%

Other19.34%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PLTR22Q held

Palantir Technologies Inc

Avg $29.18 · $39.3M est. P&L

Est. P&L

+519.70%

VFF5Q held

VILLAGE FARMS INTL INC

Avg $0.75 · $22,624 est. P&L

Est. P&L

+385.32%

GRAL5Q held

GRAIL INC

Avg $19.38 · $3,692 est. P&L

Est. P&L

+340.14%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 644 — sorted by value)

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
GOOGL Alphabet Inc	7.5M	$2.4B	6.5%	—	$113.90	+175.55%	24 qtrs	Decreased 0
MSFT Microsoft Corp	4.4M	$2.2B	5.9%	—	$276.22	+76.48%	24 qtrs	Decreased 0
NVDA NVIDIA Corp	10.6M	$2B	5.4%	—	$115.19	+62.80%	24 qtrs	Decreased 0
AAPL Apple Inc	6M	$1.6B	4.5%	—	$159.20	+71.37%	24 qtrs	Increased 61
META Meta Platforms Inc	1.9M	$1.2B	3.4%	—	$390.20	+70.67%	24 qtrs	Increased 60
SPY SPDR S&P 500 ETF TR	1.5M	$1B	2.9%	—	$422.37	+62.66%	24 qtrs	Increased 59
V Visa Inc	2.8M	$973.5M	2.7%	—	$277.68	+27.09%	24 qtrs	Decreased 0
AMZN Amazon.com Inc	3.9M	$899.2M	2.5%	—	$137.84	+68.70%	24 qtrs	Decreased 0
LLY Eli Lilly & Co	748,090	$804.4M	2.2%	—	$624.49	+72.61%	24 qtrs	Decreased 0
MA Mastercard Inc	1.3M	$726.6M	2.0%	—	$384.58	+49.92%	24 qtrs	Increased 54
JPM JPMORGAN CHASE & CO.	2.2M	$697.8M	1.9%	—	$137.63	+133.93%	24 qtrs	Increased 50
AVGO Broadcom Inc	1.9M	$654.4M	1.8%	—	$191.84	+82.36%	24 qtrs	Increased 57
PG Procter & Gamble Co/The	4.5M	$649.1M	1.8%	—	$159.41	-10.27%	24 qtrs	Decreased 0
NFLX Netflix Inc	6.9M	$643.7M	1.8%	—	$92.37	+1.53%	24 qtrs	Increased 80
IBM International Business Machines Corp	1.6M	$488.8M	1.3%	—	$276.49	+8.63%	24 qtrs	Increased 49
COST Costco Wholesale Corp	505,645	$436.2M	1.2%	—	$805.32	+7.35%	24 qtrs	Increased 63
PGR Progressive Corp/The	1.9M	$427.5M	1.2%	—	$176.87	+22.26%	24 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	825,882	$415.1M	1.1%	—	—	—	24 qtrs	Increased 61
GE GE AEROSPACE	1.3M	$407M	1.1%	—	$231.60	+34.63%	15 qtrs	Decreased 0
ISRG Intuitive Surgical Inc	690,727	$391.6M	1.1%	—	$350.02	+63.60%	24 qtrs	Decreased 0
JNJ Johnson & Johnson	1.8M	$369.9M	1.0%	—	$150.01	+37.93%	24 qtrs	Increased 53
SPGI S&P Global Inc	695,289	$363.6M	1.0%	—	$360.86	+46.23%	24 qtrs	Decreased 0
LIN Linde PLC	841,188	$358.9M	1.0%	—	$420.97	+1.76%	12 qtrs	Decreased 0
WMT Walmart Inc	3.2M	$353.6M	1.0%	—	$98.81	+13.27%	24 qtrs	Increased 71
BKNG Booking Holdings Inc	65,375	$351.1M	1.0%	—	$4,275.95	+26.92%	24 qtrs	Decreased 0
Showing 25 of 644 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

NFLXNetflix Inc

Q1 2024 → Q4 2025+6.9M shares+$636.5M

SPGSimon Property Group Inc

Q1 2024 → Q4 2025+22,764 shares+$4.4M

MDTMedtronic PLC

Q2 2024 → Q4 2025+683,359 shares+$68.7M

Upgrade to Pro to see all accumulation streaks

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer