Bank Julius Baer & Co. Ltd, Zurich quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Bank Julius Baer & Co. Ltd, Zurich opened 2 positions, added to 11, reduced 5, sold out of 6 and left 8 unchanged. The largest increase in value was TSM (+$301,882,054); the largest decrease was FUTU (-$3,973,758).
- RIO: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 61,055; Shares 2026-06-30 57,100.
- BP: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 18,957; Shares 2026-06-30 17,641.
- INFY: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 24,445; Shares 2026-06-30 8,984.
- IBN: Country of operation —; Class ADR; Shares 2026-03-31 121,212; Shares 2026-06-30 115,046.
Two Form 13F-HR filings compared (SEC CIK 1544599): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BAMCO INC /NY/ | United States | $33.128B | 326 |
| PFA Pension, Forsikringsaktieselskab | Denmark | $33.244B | 381 |
| Lido Advisors, LLC | United States | $32.690B | 3,257 |
| Gotham Asset Management, LLC | United States | $32.652B | 1,749 |
| Mastercard Foundation Asset Management Corp | Canada | $33.657B | 3 |
| TD Waterhouse Canada Inc. | Canada | $33.708B | 2,307 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | United States | $32.419B | 465 |
| Asset Management One Co., Ltd. | Japan | $33.911B | 911 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | United States | $34.047B | 1,193 |
| PARNASSUS INVESTMENTS, LLC | United States | $34.147B | 135 |