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CIK: 0001544599
Total reported value
$38.6B
$38.6B
644 檔
24.3%
During the Q4 2025 filing period, Bank Julius Baer & Co. Ltd, Zurich (CIK: 0001544599) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $38.6B across 644 reported positions.
Bank Julius Baer & Co. Ltd, Zurich executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 22 positions.
Showing top 200 holdings (of 644 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.52% | -0.33% | -9.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.94% | -0.18% | -0.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.45% | +0.04% | -9.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.53% | +0.01% | +3.96% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.42% | +0.36% | +1.99% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.86% | +0.26% | +7.56% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.69% | -0.52% | -2.12% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.48% | -0.14% | -11.48% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.22% | +0.41% | -5.65% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.00% | -0.72% | +0.71% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | -0.13% | +1.40% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +1.73% | +14.77% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.79% | -0.82% | -0.15% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.78% | -0.58% | +926.14% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.35% | -0.52% | +0.52% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.29% | +32.68% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.18% | -0.07% | -1.98% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.50% | +27.60% | |
| 19 | GE | General Electric | Stock-Industrials | 1.12% | +0.47% | -22.49% | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.08% | -0.25% | -0.11% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.24% | +7.75% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 1.00% | -0.17% | -9.26% | |
| 23 | LIN | Linde plc | Stock-Materials | 0.99% | -0.40% | -6.58% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.68% | +148.51% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.97% | -0.01% | -1.11% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.10% | +3.27% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.90% | -0.09% | +6.34% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.88% | -0.08% | +6.47% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.47% | +77.76% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.87% | +0.28% | +3.42% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.37% | +875.61% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | +1.58% | +5.84% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.81% | -0.33% | -1.04% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.81% | -0.35% | -23.80% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.78% | -0.17% | +4.50% | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.77% | +0.99% | -1.54% | |
| 37 | UBS | UBS Group AG | Stock-Financials | 0.73% | +0.01% | +25.99% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.34% | +6.31% | |
| 39 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.66% | +0.07% | -3.90% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.11% | -0.51% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | -0.32% | +97.59% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.61% | -0.12% | +71.42% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.60% | -0.54% | -0.43% | |
| 44 | MKL | Markel Group Inc | Stock-Financials | 0.58% | -0.09% | +13.23% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | -0.02% | +0.38% | |
| 46 | NDAQ | Nasdaq Inc | Stock-Financials | 0.56% | -0.07% | -4.23% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.21% | -22.35% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.02% | -24.15% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | +0.21% | +0.98% | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.47% | — | -6.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -9.09% | Trim |
| 2 | CSCO | Cisco Systems Inc | +0.8% | +875.61% | Add |
| 3 | WMT | Walmart Inc | +0.6% | +148.51% | Add |
| 4 | LLY | Eli Lilly & Co | +0.5% | -5.65% | Trim |
| 5 | AZNN | Astrazeneca Plc-spons Adr | +0.5% | +11190.86% | Add |
| 6 | AAPL | Apple Inc | +0.4% | +3.96% | Add |
| 7 | SNOW | Snowflake Inc | +0.4% | +40468.20% | Add |
| 8 | ABT | Abbott Laboratories | +0.3% | +77.76% | Add |
| 9 | MS | Morgan Stanley | +0.3% | +10167.01% | Add |
| 10 | EMR | Emerson Electric Co | +0.3% | +97.59% | Add |
| 11 | AVGO | Broadcom Inc | +0.3% | +14.77% | Add |
| 12 | WFC | Wells Fargo & Co | +0.3% | +71.42% | Add |
| 13 | C | Citigroup Inc | +0.2% | +241.35% | Add |
| 14 | VZ | Verizon Communications Inc | +0.2% | +351.59% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +27.60% | Add |
| 16 | FAST | Fastenal Co | +0.2% | +1039.64% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +7.56% | Add |
| 18 | COST | Costco Wholesale CORP | +0.2% | +32.68% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.2% | -0.11% | Trim |
| 20 | UBS | UBS Group AG | +0.2% | +25.99% | Add |
| 21 | AMAT | Applied Materials Inc | +0.2% | +5.84% | Add |
| 22 | FERG | Ferguson Enterprises Inc | +0.2% | +1203.01% | Add |
| 23 | MRK | Merck & Co. Inc. | +0.2% | +3.27% | Add |
| 24 | BAC | Bank Of America CORP | +0.2% | +3747.07% | Add |
| 25 | JNJ | Johnson & Johnson | +0.2% | +7.75% | Add |
| 26 | CAT | Caterpillar Inc | +0.2% | +3.42% | Add |
| 27 | LRCX | Lam Research CORP | +0.1% | -1.54% | Trim |
| 28 | AFL | Aflac Inc | -0.2% | -85.55% | Trim |
| 29 | CHD | Church & Dwight Co Inc | -0.2% | -89.80% | Trim |
| 30 | TEL | TE Connectivity plc | -0.2% | -44.70% | Trim |
| 31 | LIN | Linde plc | -0.2% | -6.58% | Trim |
| 32 | AMZN | Amazon.com Inc | -0.2% | -11.48% | Trim |
| 33 | ARM | Arm Holdings Plc-adr | -0.3% | -95.85% | Trim |
| 34 | FISV | Fiserv Inc | -0.3% | -17.50% | Trim |
| 35 | EA | Electronic Arts Inc | -0.3% | -92.13% | Trim |
| 36 | VRSK | Verisk Analytics Inc | -0.3% | -93.99% | Trim |
| 37 | APH | Amphenol Corp-cl A | -0.3% | -48.27% | Trim |
| 38 | GE | General Electric | -0.3% | -22.49% | Trim |
| 39 | MSCI | Msci Inc | -0.3% | -96.38% | Trim |
| 40 | ADBE | Adobe Inc | -0.4% | -56.40% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.4% | +1.99% | Add |
| 42 | HON | Honeywell International Inc | -0.4% | -63.41% | Trim |
| 43 | ORCL | Oracle CORP | -0.5% | -24.15% | Trim |
| 44 | NFLX | Netflix Inc | -0.5% | +926.14% | Add |
| 45 | UBER | Uber Technologies Inc | -0.5% | -23.80% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -0.17% | Trim |
| 47 | NVDA | Nvidia CORP | -0.7% | -9.81% | Trim |
| 48 | TTE | TotalEnergies SE | — | NEW | New buy |
| 49 | ESGU | Ishares Esg Aware Msci USA | — | EXIT | Sold out |
| 50 | EXE | Expand Energy CORP | — | NEW | New buy |
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 644 disclosed positions in Q4 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 GOOGL, MSFT, NVDA) accounted for 24.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $112.5M
Top Position Liquidated / Trimmed
ESGU
前期市值: $59.2M
During Q4 2025, Bank Julius Baer & Co. Ltd, Zurich's top holdings by market value included GOOGL (6.5%)、MSFT (5.9%)、NVDA (5.5%). The largest single position, GOOGL, represented 6.5% of total portfolio value.
In Q4 2025, Bank Julius Baer & Co. Ltd, Zurich made 50 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 22 holdings, and fully liquidating 1 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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