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Portfolio (Quarterly) Guide ↗

Bank Julius Baer & Co. Ltd, Zurich

· CIK 0001544599
13F Portfolio $38.6B AUM 661 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 661 New
Page 34 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SEADRILL LTD 2.0 $77.0 NEW $38.50
Page 34 of 34  ·  661 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 15.9%
Communication Services 11.4%
Healthcare 11.4%
Industrials 8.0%
Consumer Defensive 4.9%
Consumer Cyclical 4.6%
Energy 2.4%
Basic Materials 1.3%
Utilities 1.3%