How many stocks does Bank Julius Baer & Co. Ltd, Zurich own?

As of Q1 2026, Bank Julius Baer & Co. Ltd, Zurich holds 678 positions in their 13F portfolio.

What is Bank Julius Baer & Co. Ltd, Zurich's largest holding?

GOOGL at 6.1% of portfolio, worth $2B.

What is Bank Julius Baer & Co. Ltd, Zurich's total portfolio value?

$33.2B as of Q1 2026, tracked across 678 holdings.

Is Bank Julius Baer & Co. Ltd, Zurich a hedge fund?

Bank Julius Baer & Co. Ltd, Zurich is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Bank Julius Baer & Co. Ltd, Zurich report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Bank Julius Baer & Co. Ltd, Zurich's portfolio changed in Q1 2026?

View Bank Julius Baer & Co. Ltd, Zurich's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Bank Julius Baer & Co. Ltd, Zurich's investment strategy?

Bank Julius Baer & Co. Ltd, Zurich is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Bank Julius Baer & Co. Ltd, Zu Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Bank Julius Baer & Co. Ltd, Zurich

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$33.2B

AUM

678

Positions

Q1 2026

Filing

Rating · 2.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New6%Increased31%Decreased62%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.4 years

<1Q5%1-4Q7%1-2Y11%2Y+77%

Q1 2026 Summary

Active quarter - 83 new positions, 49 exits, 186 increased. Top move: JNJ (INCREASED, conviction 76). Portfolio: $33.2B across 678 positions.

Portfolio Allocation

Top holdings by portfolio weight

GOOGL6.11%

NVDA5.10%

MSFT4.74%

AAPL4.22%

META2.79%

SPY2.73%

AMZN2.44%

LLY2.44%

V2.08%

JNJ2.04%

Other1.97%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CIEN5Q held

CIENA CORP

Avg $61.56 · $196,440 est. P&L

Est. P&L

+805.82%

NBIS6Q held

NEBIUS GROUP N.V.

Avg $39.88 · $16.6M est. P&L

Est. P&L

+451.52%

MU25Q held

MICRON TECHNOLOGY INC

Avg $171.96 · $68.2M est. P&L

Est. P&L

+332.32%

Top Losers

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View plans

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

Top Holdings678 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
GOOGL ALPHABET INC	7.1M	$2B	6.1%	—	$113.90	+248.60%	25 qtrssince 2020-Q1	Decreased 0
NVDA NVIDIA CORPORATION	9.8M	$1.7B	5.1%	—	$115.19	+99.81%	25 qtrssince 2020-Q1	Decreased 0
MSFT MICROSOFT CORP	4.3M	$1.6B	4.7%	—	$276.22	+54.68%	25 qtrssince 2020-Q1	Decreased 0
AAPL APPLE INC	5.5M	$1.4B	4.2%	—	$159.20	+88.59%	25 qtrssince 2020-Q1	Decreased 0
META META PLATFORMS INC	1.6M	$924.5M	2.8%	—	$390.20	+58.58%	25 qtrssince 2020-Q1	Decreased 0
SPY Unit STATE STR SPDR S&P 500 ETF T	1.4M	$904.5M	2.7%	—	$422.37	+75.77%	25 qtrssince 2020-Q1	Decreased 0
AMZN AMAZON COM INC	3.9M	$810.1M	2.4%	—	$138.14	+91.21%	25 qtrssince 2020-Q1	Increased 54
LLY ELI LILLY & CO	885,763	$809M	2.4%	—	$684.05	+46.91%	25 qtrssince 2020-Q1	Increased 64
V VISA INC	2.3M	$690.2M	2.1%	—	$277.68	+17.76%	25 qtrssince 2020-Q1	Decreased 0
JNJ JOHNSON & JOHNSON	2.8M	$674.7M	2.0%	—	$184.22	+23.85%	25 qtrssince 2020-Q1	Increased 76
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