Bank Julius Baer & Co. Ltd, Zurich Incresed Positions in Q4 2024

Bank Julius Baer & Co. Ltd, Zurich

  • $29.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
177K
+ 15.31%
$10.4 - $12.75 $1.84M - $2.26M
1.33M $15.6M
UNH
Unitedhealth Group Inc

Healthcare
209K
+ 16.01%
$485.52 - $625.25 $102M - $131M
1.51M $766M
SRE
Sempra Energy

Utilities
30.1K
+ 64.13%
$80.81 - $94.77 $2.44M - $2.86M
77.1K $6.77M
CNM
Core & Main, Inc.

Industrials
29K
+ 14.54%
$41.91 - $55.78 $1.22M - $1.62M
229K $11.6M
FICO
Fair Isaac Corp

Technology
1.07K
+ 8.56%
$1911.01 - $2382.4 $2.05M - $2.55M
13.6K $27M
FDS
Factset Research Systems Inc

Financial Services
4.32K
+ 14.27%
$449.69 - $495.72 $1.94M - $2.14M
34.6K $16.6M
TYL
Tyler Technologies Inc

Technology
5K
+ 17.27%
$576.64 - $635.69 $2.88M - $3.18M
33.9K $19.6M
PTC
Ptc Inc.

Technology
9.89K
+ 4.99%
$175.97 - $201.89 $1.74M - $2M
208K $38.3M
KNSL
Kinsale Capital Group, Inc.

Financial Services
5.16K
+ 15.06%
$424.05 - $524.22 $2.19M - $2.71M
39.4K $18.3M
WST
West Pharmaceutical Services Inc

Healthcare
4.48K
+ 14.23%
$285.69 - $344.0 $1.28M - $1.54M
36K $11.8M
VLUE
Ishares Msci Usa Value Factor

ETFs
20.6K
+ 59.03%
$104.01 - $115.38 $2.14M - $2.38M
55.5K $5.86M
CPRT
Copart Inc

Consumer Cyclical
3.47K
+ 0.93%
$51.36 - $63.8 $178K - $221K
375K $21.5M
ROP
Roper Technologies Inc

Industrials
20.3K
+ 8.67%
$519.85 - $575.95 $10.6M - $11.7M
255K $133M
SPG
Simon Property Group Inc

Real Estate
11.2K
+ 162.11%
$167.23 - $183.84 $1.88M - $2.06M
18.1K $3.12M
T
At&T Inc.

Communication Services
64.1K
+ 11.2%
$21.22 - $23.88 $1.36M - $1.53M
636K $14.5M
MSI
Motorola Solutions, Inc.

Technology
1.43K
+ 1.48%
$449.08 - $504.6 $644K - $723K
98.3K $45.4M
IVV
Ishares Core S&P 500 ETF

ETFs
2.53K
+ 9.68%
$570.51 - $610.59 $1.44M - $1.54M
28.7K $16.9M
BSX
Boston Scientific Corp

Healthcare
1.32K
+ 0.45%
$83.62 - $91.5 $110K - $120K
291K $26M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
91.8K
+ 27.68%
$26.79 - $30.35 $2.46M - $2.79M
424K $11.5M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
65.9K
+ 107.69%
$26.65 - $29.34 $1.76M - $1.93M
127K $3.45M
IEX
Idex Corp

Industrials
8.89K
+ 14.51%
$202.75 - $236.06 $1.8M - $2.1M
70.1K $14.7M
DT
Dynatrace, Inc.

Technology
25.2K
+ 14.18%
$51.09 - $59.6 $1.29M - $1.5M
203K $11M
JNK
Spdr Bloomberg High Yield Bond

ETFs
23.3K
+ 7.42%
$94.77 - $97.36 $2.21M - $2.27M
338K $32.3M
HYG
Ishares Tr

ETFs
28.1K
+ 5.84%
$78.09 - $80.04 $2.2M - $2.25M
510K $40.1M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
6.81K
+ 13.94%
$174.04 - $205.27 $1.19M - $1.4M
55.7K $10.1M
MANH
Manhattan Associates Inc

Technology
7.07K
+ 15.79%
$263.36 - $309.78 $1.86M - $2.19M
51.9K $14M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
5.18K
+ 13.16%
$101.51 - $140.63 $525K - $728K
44.5K $5.58M
PAYX
Paychex Inc

Industrials
6.46K
+ 16.82%
$135.86 - $148.73 $878K - $961K
44.9K $6.29M
IBM
International Business Machines Corp

Technology
5.19K
+ 33.76%
$204.9 - $238.04 $1.06M - $1.24M
20.6K $4.52M
CBOE
Cboe Global Markets, Inc.

Financial Services
7.66K
+ 15.52%
$191.61 - $217.84 $1.47M - $1.67M
57K $11.1M
COIN
Coinbase Global, Inc.

Technology
1.43K
+ 15.51%
$163.17 - $343.62 $233K - $490K
10.6K $2.64M
MLM
Martin Marietta Materials Inc

Basic Materials
2.64K
+ 14.53%
$516.5 - $619.58 $1.36M - $1.64M
20.8K $10.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.1K
+ 125.97%
$44.04 - $49.49 $1.02M - $1.14M
41.4K $1.82M
VT
Vanguard Total World Stk Index

ETFs
10.8K
+ 7.42%
$117.09 - $123.07 $1.26M - $1.32M
156K $18.3M
CHKP
Check Point Software Technologies LTD

Technology
4.97K
+ 279.16%
$170.18 - $209.01 $846K - $1.04M
6.75K $1.26M
EEM
Ishares Msci Emerging Markets

ETFs
24.2K
+ 54.19%
$41.82 - $47.36 $1.01M - $1.15M
69K $2.88M
EMB
Ishares Tr

ETFs
23.5K
+ 8.31%
$88.94 - $93.46 $2.09M - $2.19M
306K $27.2M
EQIX
Equinix Inc

Real Estate
304
+ 3.23%
$865.69 - $985.0 $263K - $299K
9.7K $9.15M
PFE
Pfizer Inc

Healthcare
74.1K
+ 14.8%
$24.8 - $30.19 $1.84M - $2.24M
575K $15.2M
EWQ
Ishares Msci France ETF

ETFs
22.1K
+ 189.0%
$35.5 - $39.81 $786K - $882K
33.9K $1.22M
LNG
Cheniere Energy, Inc.

Energy
851
+ 5.37%
$181.07 - $225.92 $154K - $192K
16.7K $3.59M
RHI
Robert Half International Inc.

Industrials
6.8K
+ 8.58%
$65.55 - $76.8 $446K - $522K
86K $6.06M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.14K
+ 3.05%
$77.25 - $91.3 $166K - $196K
72.5K $6.19M
EWJ
Ishares Msci Japan ETF

ETFs
11.8K
+ 54.34%
$66.18 - $71.84 $783K - $850K
33.6K $2.26M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12.3K
+ 7.42%
$91.94 - $100.02 $1.13M - $1.23M
179K $16.5M
TAP
Molson Coors Beverage CO

Consumer Defensive
10.9K
+ 8.53%
$53.97 - $63.88 $590K - $698K
139K $7.96M
PANW
Palo Alto Networks Inc

Technology
13.7K
+ 114.62%
$181.96 - $405.9 $2.49M - $5.56M
25.7K $4.67M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
24.9K
+ 7.6%
$44.29 - $45.82 $1.1M - $1.14M
352K $15.6M
HEI
Heico Corp

Industrials
8.63K
+ 13.87%
$237.06 - $279.02 $2.05M - $2.41M
70.9K $16.8M
Activity Summary
Buys All Purchases 530 New Holdings 149 Increased Positions 381 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bank Julius Baer & Co. Ltd, Zurich Portfolio

Follow Bank Julius Baer & Co. Ltd, Zurich and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Julius Baer & Co. Ltd, Zurich, based on Form 13F filings with the SEC.

News

Stay updated on Bank Julius Baer & Co. Ltd, Zurich with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email