Bank Julius Baer & Co. Ltd, Zurich
•CIK: 1544599•Filing: Q4 2025
Bank Julius Baer & Co. Ltd, managed by CEO Bernhard Hodler, maintains a tech-heavy portfolio with significant positions in GOOGL, MSFT, and NVDA, reflecting a focus on growth and innovation. Recent notable moves include substantial additions to AZN and DWD, highlighting a strategy of capitalizing on undervalued opportunities, while exits from ESGU and VRIG suggest a shift in sector focus.
Total AUM
$36.2B
QoQ Performance
+2.2%
Positions
570
Top 10 Concentration
38.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
MSFT
NVDA
GOOGL6.5%
MSFT5.9%
NVDA5.4%
AAPL4.5%
META3.4%
SPY2.9%
V2.7%
AMZN2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology33.3%
Other30.8%
Financial9.4%
Consumer7.8%
Healthcare7.0%
ETF2.9%
Industrial2.4%
Communication2.4%
🚪 Exited Positionssold since Q3 2025
+467 more exited positions
Changes from Q3 2025
NEW3 new positions
↑88 increased
↓107 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022