Bank Julius Baer & Co. Ltd, Zurich
Bank Julius Baer & Co. Ltd, Zurich reported 669 stocks worth $39.3B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are MSFT (6.8%), GOOGL (5.5%) and NVDA (5.4%). Compared with Q2 2026, the fund opened new positions in XOM and TMUS, added to MSFT, GOOGL and AAPL, trimmed NVDA, V and AMAT and sold out of XOM, AIBZ and TEM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $2.7B | 6.8% | 5.2M | +475K (+10%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $2.1B | 5.5% | 6.3M | +11K (+0%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $2.1B | 5.4% | 9.3M | −636K (−6%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $1.9B | 4.8% | 5.7M | +41K (+1%) | 8 of 8 | |
| 5 |  META Meta Platforms Inc | $1.7B | 4.2% | 2.3M | +128K (+6%) | 8 of 8 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $1.2B | 3.1% | 1.6M | +32K (+2%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $1.2B | 3.0% | 3.3M | +313K (+11%) | 8 of 8 | |
| 8 |  LLY Eli Lilly & Co | $1.1B | 2.7% | 914K | No change | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $930M | 2.4% | 3.7M | +26K (+1%) | 8 of 8 | |
| 10 |  JNJ Johnson & Johnson | $771M | 2.0% | 2.9M | +183K (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $279M | 2M |
 AIBZ Bitzero Holdings Inc | $21.5M | 2.8M |
 TEM Tempus AI Inc | $6.8M | 118K |
 MTUM Ishares Msci USA Momntum | $2.1M | 6,240 |
 RBA RB Global Inc | $1.5M | 13K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Bank Julius Baer & Co. Ltd, Zurich 13F FAQ
What does Bank Julius Baer & Co. Ltd, Zurich own?
Bank Julius Baer & Co. Ltd, Zurich reported 669 stocks worth $39.3B in its 13F filing for Q3 2026, filed Oct 29, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Bank Julius Baer & Co. Ltd, Zurich buy and sell in Q3 2026?
Compared with Q2 2026: 60 new positions, 224 added to, 240 trimmed and 52 sold out. New positions include XOM and TMUS. It sold all of XOM, AIBZ and TEM.
When will Bank Julius Baer & Co. Ltd, Zurich file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bank Julius Baer & Co. Ltd, Zurich's portfolio worth?
The Q3 2026 filing reports $39.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.