Institutional manager

Bank Julius Baer & Co. Ltd, Zurich

Holds positions in 344 of the S&P 500, worth $29.5bn as reported for the quarter ended 31-mar-2026.

Positions held344of 488 index companies covered

Reported value$29.5bnS&P 500 positions only

Top ten weight39%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 344 held. The rest are smaller than every one of these.

Alphabet Inc. (Class A)GOOGL7.3m$2.07bnCommunication Services NvidiaNVDA9.8m$1.69bnInformation Technology MicrosoftMSFT4.3m$1.57bnInformation Technology Apple Inc.AAPL5.5m$1.40bnInformation Technology State Street CorporationSTT1.9m$952mFinancials Meta PlatformsMETA1.6m$925mCommunication Services AmazonAMZN3.9m$810mConsumer Discretionary Lilly (Eli)LLY885,763$809mHealth Care Visa Inc.V2.3m$690mFinancials Johnson & JohnsonJNJ2.8m$675mHealth Care Procter & GamblePG4.5m$653mConsumer Staples MastercardMA1.2m$610mFinancials JPMorgan ChaseJPM2.0m$588mFinancials WalmartWMT4.7m$585mConsumer Staples NetflixNFLX5.4m$518mCommunication Services CostcoCOST490,078$488mConsumer Staples CiscoCSCO6.1m$472mInformation Technology Lam ResearchLRCX2.2m$466mInformation Technology Caterpillar Inc.CAT660,444$463mIndustrials ConocoPhillipsCOP3.5m$457mEnergy Merck & Co.MRK3.7m$443mHealth Care CME GroupCME1.4m$403mFinancials Applied MaterialsAMAT1.2m$398mInformation Technology Berkshire HathawayBRK.B819,940$392mFinancials BroadcomAVGO1.3m$392mInformation Technology Linde plcLIN749,933$372mMaterials ExxonMobilXOM2.1m$350mEnergy Intuitive SurgicalISRG695,468$319mHealth Care Coca-Cola Company (The)KO3.9m$299mConsumer Staples IBMIBM1.2m$296mInformation Technology GE AerospaceGE1.0m$293mIndustrials Wells FargoWFC3.5m$277mFinancials Progressive CorporationPGR1.4m$275mFinancials Abbott LaboratoriesABT2.6m$264mHealth Care Emerson ElectricEMR1.8m$234mIndustrials UberUBER3.2m$230mIndustrials Bank of AmericaBAC4.4m$212mFinancials Eaton CorporationETN596,945$212mIndustrials AmphenolAPH1.7m$211mInformation Technology Analog DevicesADI609,529$192mInformation Technology KLA CorporationKLAC129,691$189mInformation Technology Charles Schwab CorporationSCHW1.9m$180mFinancials InvescoIVZ290,337$168mFinancials Trane TechnologiesTT402,660$167mIndustrials Danaher CorporationDHR855,522$162mHealth Care Hilton WorldwideHLT533,288$161mConsumer Discretionary Stryker CorporationSYK486,164$160mHealth Care AmetekAME748,801$159mIndustrials Vertex PharmaceuticalsVRTX317,406$142mHealth Care Walt Disney Company (The)DIS1.5m$140mCommunication Services Chevron CorporationCVX661,280$137mEnergy VerizonVZ2.7m$136mCommunication Services Palo Alto NetworksPANW847,222$135mInformation Technology Cadence Design SystemsCDNS466,472$129mInformation Technology Waste ManagementWM541,833$124mIndustrials Dell TechnologiesDELL741,956$122mInformation Technology EOG ResourcesEOG789,717$116mEnergy S&P GlobalSPGI271,882$115mFinancials Morgan StanleyMS687,175$112mFinancials TeradyneTER384,899$112mInformation Technology

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.