Bank Julius Baer & Co. LTD, Zurich
Bank Julius Baer & Co. Ltd. is the principal operating company of Julius Baer Group, a leading Swiss multinational private banking and financial services firm headquartered in Zurich, Switzerland. Founded in 1890, the firm specializes in wealth management, investment advisory, real estate financing, and selective trading services with a pure private banking focus. The bank operates in around 25 countries, employs approximately 6,700–7,500 people globally (as of 2025), and serves wealthy individuals, family offices, and institutional clients seeking bespoke financial solutions.
Investment Strategy
Julius Baer focuses on pure private banking, providing comprehensive wealth management, wealth planning, and investment advice tailored to the needs of high-net-worth individuals, family offices, and institutional clients. Their strategy emphasizes client-centric, holistic advisory, building long-term relationships, and leveraging an open product platform offering both in-house and external solutions. The bank’s risk-averse, relationship-based approach seeks to create sustainable value for clients across varying market cycles while maintaining Swiss standards of confidentiality and security. Growth is driven both organically and through acquisition, maintaining a balanced international presence.
Top Holdings
Equity Positions (608)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.57% | $2.21B | 4,445,297 | $416.90 | $497.41 | +$549.9M |
N NVDA | NVIDIA CORPORATION | 5.49% | $1.85B | 11,703,510 | $94.18 | $157.99 | +$669.7M |
G GOOGL | ALPHABET INC | 4.38% | $1.47B | 8,364,241 | $142.91 | $176.23 | +$237.4M |
M META | META PLATFORMS INC | 4.07% | $1.37B | 1,853,769 | $462.35 | $738.09 | +$171.4M |
A AAPL | APPLE INC | 3.13% | $1.05B | 5,139,131 | $172.65 | $205.17 | -$84.7M |