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CIK: 0001544599
Total reported value
$38.6B
$38.6B
632 檔
19.4%
According to the latest 13F quarterly dataset, Bank Julius Baer & Co. Ltd, Zurich managed an equity portfolio of $38.6B at the end of Q4 2024, spanning 632 distinct U.S. exchange-listed positions.
In Q4 2024, Bank Julius Baer & Co. Ltd, Zurich displayed an active expansion posture, initiating 4 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 632 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.18% | +8.11% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.79% | -0.33% | -0.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.69% | +0.04% | -19.41% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.03% | +0.36% | +3.55% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.02% | +0.01% | +8.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.06% | +0.26% | +10.85% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | -0.14% | +7.23% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.80% | -0.52% | +8.10% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.54% | — | +16.01% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.26% | +1.73% | +11.72% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.98% | -0.72% | +7.90% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.91% | +0.41% | +16.07% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.79% | -0.82% | +1195.11% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | -0.13% | +6.77% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.64% | -0.58% | +32.41% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.44% | -0.25% | +5.13% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.31% | -0.07% | +15.86% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.20% | -0.11% | +9.32% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.20% | -0.27% | EXIT | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 1.20% | -0.17% | +7.97% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | — | +8.87% | |
| 22 | LIN | Linde plc | Stock-Materials | 1.16% | -0.40% | +467.88% | |
| 23 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.12% | +0.07% | +2.88% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.03% | -0.02% | +6.58% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.03% | -0.33% | +4.95% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.96% | +0.27% | +9.18% | |
| 27 | NDAQ | Nasdaq Inc | Stock-Financials | 0.96% | -0.07% | +9.74% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.84% | +0.28% | +12.24% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.24% | -16.74% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.29% | +9.00% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.05% | +0.69% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.08% | +9.70% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.74% | -0.09% | +9.92% | |
| 34 | FISV | Fiserv Inc | Stock-Other | 0.73% | -0.17% | +6.16% | |
| 35 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.71% | — | +11.64% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.68% | -0.11% | +12.20% | |
| 37 | AME | Ametek Inc | Stock-Industrials | 0.61% | -0.23% | +9.55% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | +0.21% | +390.74% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.34% | +13.38% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | +1.58% | +7.20% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.02% | +464.26% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.57% | -0.17% | +11.85% | |
| 43 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.57% | — | +11.79% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.56% | -0.65% | +9.23% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.55% | -0.28% | +3.79% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.52% | -0.01% | +8.59% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.52% | — | +455.21% | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.50% | -0.03% | +9.46% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.49% | -0.02% | +9.93% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.49% | -0.54% | +10.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1.6% | +1195.11% | Add |
| 2 | LIN | Linde plc | +0.9% | +467.88% | Add |
| 3 | NFLX | Netflix Inc | +0.5% | +32.41% | Add |
| 4 | ETN | Eaton Corporation plc | +0.5% | +390.74% | Add |
| 5 | ACN | Accenture plc | +0.5% | +464.26% | Add |
| 6 | ADSK | Autodesk Inc | +0.5% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +0.5% | +11.72% | Add |
| 8 | TT | Trane Technologies plc | +0.4% | +455.21% | Add |
| 9 | LRCX | Lam Research CORP | +0.4% | NEW | New buy |
| 10 | GE | General Electric | +0.4% | +15750.44% | Add |
| 11 | HLT | Hilton Worldwide Holdings In | +0.4% | +2746.08% | Add |
| 12 | ADP | Automatic Data Processing | +0.4% | +1029.72% | Add |
| 13 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 14 | UBS | UBS Group AG | +0.4% | +609.55% | Add |
| 15 | UBER | Uber Technologies Inc | +0.3% | +770.26% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1726.57% | Add |
| 17 | ARM | Arm Holdings Plc-adr | +0.3% | +4506.53% | Add |
| 18 | AMZN | Amazon.com Inc | +0.3% | +7.23% | Add |
| 19 | RACE | Ferrari N.V. | +0.3% | +380.73% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | +0.3% | +9991.03% | Add |
| 21 | ALC | Alcon Inc. | +0.2% | +428.69% | Add |
| 22 | MAR | Marriott International -cl A | +0.2% | +35705.33% | Add |
| 23 | INFY | Infosys Ltd-sp Adr | +0.2% | +1668.35% | Add |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +32458.13% | Add |
| 25 | TEL | TE Connectivity plc | +0.2% | +238.03% | Add |
| 26 | V | Visa Inc-class A Shares | +0.2% | +8.10% | Add |
| 27 | LOGI | Logitech International S.A. | +0.2% | +700.15% | Add |
| 28 | MDT | Medtronic plc | +0.1% | +174.28% | Add |
| 29 | HLN | Haleon Plc-adr | +0.1% | NEW | New buy |
| 30 | NXPI | NXP Semiconductors N.V. | +0.1% | +184.40% | Add |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +6.77% | Add |
| 32 | AAPL | Apple Inc | +0.1% | +8.29% | Add |
| 33 | HON | Honeywell International Inc | 0% | +9.39% | Add |
| 34 | MA | Mastercard Inc - A | — | +7.90% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -0.16% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +10.85% | Add |
| 37 | AMAT | Applied Materials Inc | -0.2% | +7.20% | Add |
| 38 | CNC | Centene CORP | -0.2% | -98.19% | Trim |
| 39 | ADBE | Adobe Inc | -0.3% | +9.32% | Add |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.3% | +0.69% | Add |
| 41 | MCHP | Microchip Technology Inc | -0.3% | -98.47% | Trim |
| 42 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | +16.01% | Add |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -58.19% | Trim |
| 45 | JNJ | Johnson & Johnson | -0.4% | -16.74% | Trim |
| 46 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | Sold out |
| 47 | EL | Estee Lauder Companies-cl A | -0.6% | -97.03% | Trim |
| 48 | KLAC | Kla CORP | -0.9% | -86.01% | Trim |
| 49 | DHR | Danaher CORP | -1.5% | +4.95% | Add |
| 50 | NVDA | Nvidia CORP | -1.6% | -19.41% | Trim |
According to official SEC Form 13F filings, Bank Julius Baer & Co. Ltd, Zurich reported a total U.S. public equity portfolio value of $38.6B across 632 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, NVDA) accounted for 19.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
ADSK
市值: $154.4M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $154.1M
During Q4 2024, Bank Julius Baer & Co. Ltd, Zurich's top holdings by market value included MSFT (5.6%)、GOOGL (4.8%)、NVDA (4.7%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q4 2024, Bank Julius Baer & Co. Ltd, Zurich made 50 total portfolio adjustments, initiating 4 new buys, adding to 36 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
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