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Bank Julius Baer & Co. Ltd, Zurich: UBS 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 UBS, newest first. How the timeline and the estimate are built.

Bank Julius Baer & Co. Ltd, Zurich held 5,601,012 UBS 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 5,601,012 shares
    Change vs previous 13F -513,151 shares

    0.72% of the 13F portfolio, value $278,081,947.

    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 6,114,163 shares
    Change vs previous 13F +409,969 shares

    0.71% of the 13F portfolio, value $235,723,053.

    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 5,704,194 shares
    Change vs previous 13F +1,176,743 shares

    0.73% of the 13F portfolio, value $264,598,604.

    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 4,527,451 shares
    Change vs previous 13F -915,904 shares

    0.52% of the 13F portfolio, value $185,490,892.

    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 5,443,355 shares
    Change vs previous 13F +936,502 shares

    0.45% of the 13F portfolio, value $151,375,619.

    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 4,506,853 shares
    Change vs previous 13F +131,014 shares

    0.45% of the 13F portfolio, value $138,848,317.

    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 4,375,839 shares
    Change vs previous 13F +3,759,134 shares

    0.41% of the 13F portfolio, value $133,890,041.

    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 616,705 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,042,315.

    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).