StockDriftsStockDriftsTop 50 Bank Julius Baer & Co. Ltd, Zurich Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.78% | 6.25M | $2.23B | -12.17%(-865.67K) | $135.20(+154.96%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.14% | 9.96M | $1.98B | +1.77%(+173.38K) | $77.10(+193.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.56% | 4.73M | $1.76B | +10.80%(+460.53K) | $394.76(+23.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.23% | 5.67M | $1.63B | +2.23%(+123.54K) | $190.17(+60.58%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.15% | 2.15M | $1.21B | +31.71%(+518.73K) | $456.57(+27.10%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.99% | 1.56M | $1.15B | +11.84%(+164.72K) | $457.65(+69.42%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.91% | 2.98M | $1.12B | +133.22%(+1.70M) | $254.60(+54.66%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.85% | 913.2K | $1.10B | +3.10%(+27.48K) | $760.00(+55.18%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.78% | 1.50M | $1.07B | +27.23%(+320.13K) | $248.22(+114.25%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.4% | 2.16M | $927.2M | -2.40%(-53.16K) | $110.53(+205.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.62% | +79.91% | +11.41% | +71.65% |
| Top 20 Holdings Unweighted | +19.54% | +70.80% | +9.94% | +60.64% |
Bank Julius Baer & Co. Ltd, Zurich reports $38.59B in US-listed equity holdings across 661 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.8%), NVDA (5.1%) and MSFT (4.6%). The top 20 holdings account for 52.69% of reported assets. Its disclosed equity book has returned +79.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bank Julius Baer & Co. Ltd, Zurich’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1544599). View Bank Julius Baer & Co. Ltd, Zurich’s 13F filings on SEC