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CIK: 0001544599
Total reported value
$38.6B
$38.6B
610 檔
20.6%
In Q2 2025, Bank Julius Baer & Co. Ltd, Zurich's U.S. equity holdings reached a combined market value of $38.6B, distributed across 610 disclosed stock positions.
During Q2 2025, Bank Julius Baer & Co. Ltd, Zurich performed routine portfolio adjustments (1 new buys, 22 additions, 27 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 610 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.57% | -0.18% | +0.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.49% | +0.04% | +7.75% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.38% | -0.33% | +4.56% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.07% | +0.36% | -10.71% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.01% | -0.07% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.00% | -0.52% | -0.83% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | -0.14% | -0.56% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 2.56% | -0.58% | +6.23% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.47% | +0.26% | -5.04% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.14% | -0.82% | +1.47% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.10% | -0.72% | +3.55% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.86% | +0.41% | -0.35% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | -0.13% | -0.72% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | +1.73% | -6.05% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 1.48% | -0.07% | +1.67% | |
| 16 | LIN | Linde plc | Stock-Materials | 1.25% | -0.40% | -0.12% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 1.19% | -0.17% | -0.75% | |
| 18 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.16% | +0.07% | +4.36% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.29% | +36.88% | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.11% | -0.01% | +90.15% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.10% | -0.27% | EXIT | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.00% | -0.25% | -3.65% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.50% | +52.83% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 0.90% | -0.17% | +0.65% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.88% | -0.09% | +2.89% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.87% | -0.08% | +1.20% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.24% | -1.13% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.02% | -42.04% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.80% | +0.99% | +40.13% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | -0.11% | +1.01% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.78% | -0.33% | +1.22% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.74% | -0.11% | -1.65% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.74% | -0.02% | -0.14% | |
| 34 | AME | Ametek Inc | Stock-Industrials | 0.74% | -0.23% | -3.72% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.10% | +7.10% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.69% | +0.27% | -31.18% | |
| 37 | NDAQ | Nasdaq Inc | Stock-Financials | 0.68% | -0.07% | -33.95% | |
| 38 | GE | General Electric | Stock-Industrials | 0.66% | +0.47% | +3.65% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.21% | +174.75% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.64% | -0.54% | +10.28% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.64% | -0.28% | -4.55% | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.63% | -0.17% | +0.91% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | — | -39.96% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | +1.58% | -0.78% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.62% | +0.20% | -1.85% | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.62% | — | +3.58% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.28% | -9.66% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.60% | -0.35% | -1.12% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.34% | +1.45% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.57% | +0.21% | -10.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +7.75% | Add |
| 2 | MSFT | Microsoft CORP | +1.2% | +0.60% | Add |
| 3 | NFLX | Netflix Inc | +0.7% | +6.23% | Add |
| 4 | BKNG | Booking Holdings Inc | +0.6% | +90.15% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | -6.05% | Trim |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +174.75% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.56% | Add |
| 8 | LRCX | Lam Research CORP | +0.3% | +40.13% | Add |
| 9 | COST | Costco Wholesale CORP | +0.3% | +36.88% | Add |
| 10 | AMRZ | Amrize Ltd | +0.2% | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +52.83% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -10.71% | Trim |
| 13 | CHD | Church & Dwight Co Inc | +0.2% | +615.98% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.2% | -1.85% | Trim |
| 15 | CDNS | Cadence Design Sys Inc | +0.2% | +4.36% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.2% | +25.14% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | -0.56% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -0.72% | Trim |
| 19 | GE | General Electric | +0.1% | +3.65% | Add |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | -0.21% | Trim |
| 21 | NOW | Servicenow Inc | +0.1% | +81.04% | Add |
| 22 | TT | Trane Technologies plc | +0.1% | +3.58% | Add |
| 23 | UBER | Uber Technologies Inc | +0.1% | -1.12% | Trim |
| 24 | AMAT | Applied Materials Inc | +0.1% | -0.78% | Trim |
| 25 | RACE | Ferrari N.V. | +0.1% | +35.07% | Add |
| 26 | INTU | Intuit Inc | +0.1% | -4.55% | Trim |
| 27 | DIS | Walt Disney Co/the | +0.1% | -0.76% | Trim |
| 28 | HLT | Hilton Worldwide Holdings In | +0.1% | +6.82% | Add |
| 29 | ETN | Eaton Corporation plc | 0% | -10.27% | Trim |
| 30 | ADSK | Autodesk Inc | 0% | +1.79% | Add |
| 31 | MA | Mastercard Inc - A | -0.1% | +3.55% | Add |
| 32 | AMD | Advanced Micro Devices | -0.1% | -87.74% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -5.04% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | -0.1% | +4.57% | Add |
| 35 | XYL | Xylem Inc | -0.1% | -75.22% | Trim |
| 36 | WBD | Warner Bros Discovery Inc | -0.2% | -99.84% | Trim |
| 37 | SCHW | Schwab (charles) CORP | -0.2% | -34.33% | Trim |
| 38 | ORCL | Oracle CORP | -0.2% | -42.04% | Trim |
| 39 | FISV | Fiserv Inc | -0.2% | +0.91% | Add |
| 40 | TXN | Texas Instruments Inc | -0.3% | -31.18% | Trim |
| 41 | NDAQ | Nasdaq Inc | -0.3% | -33.95% | Trim |
| 42 | PEP | Pepsico Inc | -0.3% | -82.02% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.3% | -0.35% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.3% | +1.47% | Add |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | -21.61% | Trim |
| 46 | VRSK | Verisk Analytics Inc | -0.4% | -44.05% | Trim |
| 47 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -95.40% | Trim |
| 48 | HD | Home Depot Inc | -0.5% | -39.96% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | -0.07% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -1% | -39.75% | 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 610 disclosed positions in Q2 2025.
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, NVDA, GOOGL) accounted for 20.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMRZ
市值: $79.6M
Top Position Liquidated / Trimmed
META
前期市值: $1.2B
During Q2 2025, Bank Julius Baer & Co. Ltd, Zurich's top holdings by market value included MSFT (6.6%)、NVDA (5.5%)、GOOGL (4.4%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q2 2025, Bank Julius Baer & Co. Ltd, Zurich made 50 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 27 holdings, and fully liquidating 0 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.
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