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Bank Julius Baer & Co. Ltd, Zurich: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bank Julius Baer & Co. Ltd, Zurich on SPGI, newest first. How the timeline and the estimate are built.

Bank Julius Baer & Co. Ltd, Zurich held 168,621 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,621 shares
    Change vs previous 13F -103,261 shares

    0.18% of the 13F portfolio, value $68,660,157.

    13F-HR 0001544599-26-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 271,882 shares
    Change vs previous 13F -423,407 shares

    0.35% of the 13F portfolio, value $115,442,643.

    13F-HR 0001544599-26-000005 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 695,289 shares
    Change vs previous 13F -70,979 shares

    1% of the 13F portfolio, value $363,639,711.

    13F-HR 0001544599-26-000002 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 766,268 shares
    Change vs previous 13F +4,407 shares

    1.05% of the 13F portfolio, value $372,907,047.

    13F-HR 0001544599-25-000009 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 761,861 shares
    Change vs previous 13F -5,762 shares

    1.19% of the 13F portfolio, value $401,363,101.

    13F-HR/A 0001544599-25-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 767,623 shares
    Change vs previous 13F +46,352 shares

    1.27% of the 13F portfolio, value $389,536,878.

    13F-HR/A 0001544599-25-000008 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 721,271 shares
    Change vs previous 13F +53,247 shares

    1.2% of the 13F portfolio, value $387,488,188.

    13F-HR 0001544599-25-000001 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 668,024 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $391,682,858.

    13F-HR 0001544599-24-000010 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).