DOSSIER · 13F-HR · Q1 2026

Bank Julius Baer & Co. Ltd, Zurich

Bank Julius Baer & , Zurich's family office based in London, UK — $33.2B in tracked AUM across 678 positions as of Q1 2026.

BJ

Bank Julius Baer & , Zurich·London, UK·Family Office

CIK 0001544599 · last filed Mar 31, 2026

Total AUM

$33.2B

▼ 19.4%

vs prior

Holdings

678

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

Top sector

Tech

5% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for Bank Julius Baer & Co. Ltd, Zurich for the period ending September 30, 2025, here is a comprehensive institutional investment analysis.

1. Portfolio Overview

Bank Julius Baer & Co. Ltd manages a substantial, diversified equity portfolio valued at approximately $35.48 billion, representing a growth of +5.4% from the previous quarter's $33.66 billion. The portfolio consists of 669 individual holdings, indicating a strategy that balanc...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ALPHABET INC

$2.0B7.1M6.1%

02

NVIDIA CORPORATION

$1.7B9.8M5.1%

03

MICROSOFT CORP

$1.6B4.3M4.7%

04

APPLE INC

$1.4B5.5M4.2%

05

META PLATFORMS INC

$925M1.6M2.8%

06

STATE STR SPDR S&P 500 ETF T

$905M1.4M2.7%

07

AMAZON COM INC

$810M3.9M2.4%

08

ELI LILLY & CO

$809M886K2.4%

09

VISA INC

$690M2.3M2.1%

10

JOHNSON & JOHNSON

$675M2.8M2.0%

Filing history

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