13F Insight
DOSSIER · 13F-HR · Q3 2026

Bank Julius Baer & Co. Ltd, Zurich

$39.3B in tracked AUM across 669 positions as of Q3 2026.

BJ
CIK 0001544599 · last filed Sep 30, 2026
Total AUM
$39.3B
as of Q3 2026
Holdings
669
+8 QoQ
positions
Whale Score
65
65
tracked
Activity
588
+60 new, −52 sold
changes this Q
AI Analysis · Q3 2026

Bank Julius Baer & Co. Ltd, Zurich filed its latest 13F-HR for Q3 2026. 588 position changes this quarter — 60 new, 52 exited, 232 added, 244 trimmed.

Quarter at a glance — Q3 2026

588 material changes this filing.

ADD
MSFTMICROSOFT CORP
+475K sh
+$904M
6.8%
TRIM
AMATAPPLIED MATLS INC
-389K sh
$-508M
1.4%
ADD
METAMETA PLATFORMS INC
+128K sh
+$448M
4.2%
TRIM
LRCXLAM RESEARCH CORP
-508K sh
$-386M
1.4%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+2.3M sh
+$366M
0.9%
EXIT
XOMEXXON MOBIL CORP
-2.0M sh
$-279M
—
ADD
AAPLAPPLE INC
+41K sh
+$264M
4.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$2.7B5.2M6.8%02
GOOGL
ALPHABET INC
$2.1B6.3M5.5%03
NVDA
NVIDIA CORPORATION
$2.1B9.3M5.4%04
AAPL
APPLE INC
$1.9B5.7M4.8%05
META
META PLATFORMS INC
$1.7B2.3M4.2%06
SPY
STATE STR SPDR S&P 500 ETF T
$1.2B1.6M3.1%07
AVGO
BROADCOM INC
$1.2B3.3M3.0%08
LLY
ELI LILLY & CO
$1.1B914K2.7%09
AMZN
AMAZON COM INC
$930M3.7M2.4%10
JNJ
JOHNSON & JOHNSON
$771M2.9M2.0%

Filing history

2026Q3Sep 30
$39.3B▲ 1.7%
669 positionsView →2026Q2Jun 30
$38.6B▲ 16.4%
661 positionsView →2026Q1Mar 31
$33.2B▼ 8.5%
678 positionsView →2025Q4Dec 31
$36.2B▲ 2.2%
644 positionsView →2025Q3Sep 30
$35.5B▲ 5.4%
669 positionsLocked2025Q2Jun 30
$33.7B▲ 9.4%
610 positionsLocked2025Q1Mar 31
$30.8B▼ 5.0%
614 positionsLocked2024Q4Dec 31
$32.4B▲ 9.0%
632 positionsLocked2024Q3Sep 30
$29.7B▲ 13.7%
510 positionsLocked2024Q2Jun 30
$26.1B▲ 0.4%
490 positionsLocked2024Q1Mar 31
$26.1B▲ 10.1%
525 positionsLocked2023Q4Dec 31
$23.7B▲ 37.9%
729 positionsLocked
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