Q3 2026 13F · SEC CIK 1544599

Bank Julius Baer & Co. Ltd, Zurich

Bank & trustFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $39.3B
Reported positions: 668
Top holdings a year, 3 yrs: +19.1%
Average holding period: 5.8 yrs

Bank Julius Baer & Co. Ltd, Zurich is a bank & trust that reported 668 positions worth $39.3B in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Microsoft Corp (MSFT, 6.8%), Alphabet Inc (GOOGL, 5.5%), Nvidia Corporation (NVDA, 5.4%). A portfolio copying its top holdings returned 19.1% a year over the last 3 years, against 20.4% for the S&P 500.

Bank Julius Baer & Co. Ltd, Zurich holdings largest 50 of 668 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bank Julius Baer & Co. Ltd, Zurich 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	6.8%	4.6%	5,201,423	+10.0%	$2.7B
GOOGLAlphabet Inc	5.5%	5.8%	6,257,168	+0.2%	$2.1B
NVDANvidia Corporation	5.4%	5.1%	9,322,778	-6.4%	$2.1B
AAPLApple Inc	4.8%	4.2%	5,705,753	+0.7%	$1.9B
METAMeta Platforms Inc	4.2%	3.1%	2,283,132	+6.0%	$1.7B
SPYState Str Spdr S&p 500 ETF T	3.1%	3.0%	1,587,880	+2.1%	$1.2B
AVGOBroadcom Inc	3.0%	2.9%	3,294,961	+10.5%	$1.2B
LLYEli Lilly & Co	2.7%	2.9%	914,092	+0.1%	$1.1B
AMZNAmazon Com Inc	2.4%	2.3%	3,737,070	+0.7%	$929.5M
JNJJohnson & Johnson	2.0%	1.8%	2,906,056	+6.7%	$771.0M
JPMJpmorgan Chase & Co	1.7%	1.6%	1,958,610	+1.4%	$648.6M
VVisa Inc	1.6%	1.6%	1,735,366	-1.1%	$625.8M
AMATApplied Matls Inc	1.4%	2.8%	1,106,374	-26.0%	$565.8M
TSMTaiwan Semiconductor Manufac	1.4%	1.2%	1,210,323	+25.1%	$552.1M
LRCXLam Research Corp	1.4%	2.4%	1,650,876	-23.5%	$540.7M
CSCOCisco Sys Inc	1.3%	1.8%	4,837,623	-17.8%	$520.0M
MRKMerck & Co Inc	1.2%	1.2%	3,287,708	-11.9%	$480.5M
MAMastercard Incorporated	1.2%	1.1%	831,824	-0.9%	$459.9M
COSTCostco Wholesale Corporation	1.1%	1.2%	492,084	+1.1%	$449.0M
GEGe Aerospace	1.1%	1.3%	1,428,384	+2.5%	$447.1M
CATCaterpillar Inc	1.1%	1.7%	548,242	-10.2%	$445.9M
PGProcter & Gamble Co	1.1%	1.2%	3,030,794	-0.0%	$441.7M
NFLXNetflix Inc.	1.1%	1.0%	5,980,201	+13.4%	$416.6M
WMTWalmart Inc	1.0%	1.1%	3,610,038	-1.5%	$376.9M
XOMExxonmobil Holdings Corp	0.9%	—	2,253,880	—	$366.2M
KLACKla Corp	0.9%	1.3%	1,780,926	+1.5%	$347.8M
KOCoca Cola Co	0.9%	0.8%	3,950,770	+5.1%	$340.7M
ETNEaton Corp PLC	0.8%	0.8%	761,287	-1.8%	$327.7M
WFCWells Fargo & Co	0.8%	0.7%	4,045,890	+20.9%	$324.2M
COPConocophillips	0.8%	0.7%	2,536,805	-6.9%	$317.6M
AZNAstrazeneca PLC	0.8%	1.0%	1,929,102	-1.0%	$314.4M
APHAmphenol Corp	0.8%	0.8%	3,720,515	+101.6%	$313.5M
LINLinde PLC	0.8%	0.7%	643,424	+20.6%	$305.4M
CMECme Group Inc	0.8%	0.7%	1,164,492	-0.4%	$305.1M
IEFIshares Tr	0.8%	0.8%	3,399,251	+2.2%	$304.0M
MUMicron Technology Inc	0.8%	0.7%	278,277	+11.4%	$296.4M
QQQInvesco Qqq Tr	0.8%	0.7%	398,824	+4.1%	$294.6M
ISRGIntuitive Surgical Inc	0.7%	0.7%	701,589	+1.5%	$285.5M
IEIIshares Tr	0.7%	0.7%	2,498,166	+2.2%	$283.5M
PGRProgressive Corp	0.7%	0.8%	1,354,176	+1.5%	$281.2M
UBSUbs Group AG	0.7%	0.7%	5,685,219	+1.5%	$274.3M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	535,298	+2.2%	$266.5M
BACBank of Amer Corp	0.6%	0.6%	4,558,552	+5.3%	$248.1M
ANETArista Networks Inc	0.6%	0.5%	1,129,184	+1.6%	$229.7M
PANWPalo Alto Networks Inc	0.5%	0.7%	497,413	-38.4%	$197.1M
PLTRPalantir Technologies Inc	0.5%	—	984,651	—	$184.2M
HLTHilton Worldwide Hldgs Inc	0.5%	0.5%	569,430	+3.7%	$181.8M
TTTrane Technologies PLC	0.5%	0.5%	396,562	+1.5%	$179.0M
SCHWCharles Schwab Corp (the)	0.4%	—	1,754,953	—	$172.1M
TTETotalenergies SE	0.4%	—	1,919,591	—	$165.2M

What Bank Julius Baer & Co. Ltd, Zurich bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+101.6% shares
TSM Taiwan Semiconductor Manufac+25.1% shares
WFC Wells Fargo & Co+20.9% shares
LIN Linde PLC+20.6% shares
NFLX Netflix Inc.+13.4% shares
MU Micron Technology Inc+11.4% shares
AVGO Broadcom Inc+10.5% shares
MSFT Microsoft Corp+10.0% shares

Reduced

PANW Palo Alto Networks Inc-38.4% shares
AMAT Applied Matls Inc-26.0% shares
LRCX Lam Research Corp-23.5% shares
CSCO Cisco Sys Inc-17.8% shares
MRK Merck & Co Inc-11.9% shares
CAT Caterpillar Inc-10.2% shares
COP Conocophillips-6.9% shares
NVDA Nvidia Corporation-6.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.4% /yr; S&P 500 +20.1%
3 years: +19.1% /yr; S&P 500 +20.4%
5 years: +9.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$39.3B	668
Q2 2026	$38.6B	661
Q1 2026	$33.2B	678
Q4 2025	$36.2B	644
Q3 2025	$35.5B	669
Q2 2025	$33.7B	610
Q1 2025	$30.8B	612
Q4 2024	$32.4B	632
Q3 2024	$29.7B	509
Q2 2024	$26.1B	490
Q1 2024	$26.1B	525
Q4 2023	$19.1B	512

Questions about Bank Julius Baer & Co. Ltd, Zurich's portfolio

What stocks does Bank Julius Baer & Co. Ltd, Zurich own?

Bank Julius Baer & Co. Ltd, Zurich's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 668 positions worth $39.3B. The largest are Microsoft Corp (MSFT) at 6.8%, Alphabet Inc (GOOGL) at 5.5%, Nvidia Corporation (NVDA) at 5.4%, Apple Inc (AAPL) at 4.8% and Meta Platforms Inc (META) at 4.2%.

What did Bank Julius Baer & Co. Ltd, Zurich buy last quarter?

In Q3 2026, Bank Julius Baer & Co. Ltd, Zurich added Amphenol Corp (APH) (+101.6% shares), Taiwan Semiconductor Manufac (TSM) (+25.1% shares) and Wells Fargo & Co (WFC) (+20.9% shares), compared with its Q2 2026 filing.

What did Bank Julius Baer & Co. Ltd, Zurich sell last quarter?

In Q3 2026, Bank Julius Baer & Co. Ltd, Zurich cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Teradyne Inc (TER), cut from its top 50 Western Digital Corp Com (WDC), cut from its top 50 Markel Group Inc (MKL), Palo Alto Networks Inc (PANW) (-38.4% shares), Applied Matls Inc (AMAT) (-26.0% shares) and Lam Research Corp (LRCX) (-23.5% shares), compared with its Q2 2026 filing.

How has Bank Julius Baer & Co. Ltd, Zurich's portfolio performed?

A portfolio copying Bank Julius Baer & Co. Ltd, Zurich's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.4% against +20.1%. Over 5 years: +9.9% a year against +11.6%.

When is Bank Julius Baer & Co. Ltd, Zurich's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bank Julius Baer & Co. Ltd, Zurich's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.