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Manager A Manager B

Bank Julius Baer & Co. Ltd, Zurich ⇄ Sumitomo Mitsui Trust Group, Inc.

60Gedeelde posities

37.4%Naamoverlap (Jaccard)

15+Alleen Bank Julius…

15+Alleen Sumitomo…

Gedeelde posities · Q2 2026

Effect	Bank Julius Baer &… gewicht	Sumitomo Mitsui… gewicht
NVDA NVIDIA Corporation	5.1%	6.7%
AAPL Apple Inc.	4.2%	5.5%
GOOGL Alphabet Inc.	5.8%	2.8%
MSFT Microsoft Corporation	4.6%	3.7%
AMZN Amazon.com, Inc.	2.3%	3.4%
AVGO Broadcom Inc.	2.9%	2.4%
META Meta Platforms, Inc.	3.1%	1.7%
LLY Eli Lilly and Company	2.9%	1.3%
AMAT Applied Materials, Inc.	2.8%	0.8%
LRCX Lam Research Corporation	2.4%	0.7%
SPY State Street SPDR S&P 500…	3.0%	0.1%
JPM JPMorgan Chase & Co.	1.6%	1.1%
MU Micron Technology, Inc.	0.7%	1.9%
JNJ Johnson & Johnson	1.8%	0.8%
GOOG Alphabet Inc.	0.1%	2.4%
CAT Caterpillar Inc.	1.7%	0.8%
CSCO Cisco Systems, Inc.	1.8%	0.6%
V Visa Inc.	1.6%	0.8%
AMD Advanced Micro Devices…	0.4%	1.6%
TSLA Tesla, Inc.	0.1%	1.8%
KLAC KLA Corporation	1.3%	0.5%
GE GE Aerospace	1.3%	0.5%
COST Costco Wholesale…	1.2%	0.6%
WMT Walmart Inc.	1.1%	0.7%
MA Mastercard Incorporated	1.1%	0.6%
MRK Merck & Co., Inc.	1.2%	0.5%
PG The Procter & Gamble…	1.2%	0.5%
BRK-B Berkshire Hathaway Inc.	0.7%	0.9%
NFLX Netflix, Inc.	1.0%	0.5%
XONA.DE Exxon Mobil Corporation	0.7%	0.7%
TSM Taiwan Semiconductor…	1.2%	0.1%
APH Amphenol Corporation	0.8%	0.4%
KO The Coca-Cola Company	0.8%	0.4%
ETN Eaton Corporation plc	0.8%	0.3%
PANW Palo Alto Networks, Inc.	0.7%	0.4%
BAC Bank of America…	0.6%	0.5%
LIN Linde plc	0.7%	0.4%
ISRG Intuitive Surgical, Inc.	0.7%	0.4%
WFC Wells Fargo & Company	0.7%	0.3%
TER Teradyne, Inc.	0.7%	0.3%
PGR The Progressive…	0.8%	0.2%
COP ConocoPhillips	0.7%	0.2%
INTC Intel Corp.	0.0%	0.8%
ABBV AbbVie Inc.	0.3%	0.6%
WDC Western Digital…	0.5%	0.3%
CME CME Group Inc.	0.7%	0.1%
QQQ Invesco QQQ Trust, Series…	0.7%	0.0%
PLTR Palantir Technologies Inc.	0.3%	0.5%
IBM International Business…	0.4%	0.4%
GEV GE Vernova Inc.	0.3%	0.4%
ANET Arista Networks, Inc.	0.5%	0.2%
QCOM QUALCOMM Incorporated	0.4%	0.3%
TXN Texas Instruments…	0.3%	0.4%
CDNS Cadence Design Systems…	0.5%	0.2%
MS Morgan Stanley	0.4%	0.3%
CVX Chevron Corporation	0.3%	0.4%
TT Trane Technologies plc	0.5%	0.1%
UNH UnitedHealth Group…	0.0%	0.6%
SCHW The Charles Schwab…	0.4%	0.2%
HD The Home Depot, Inc.	0.1%	0.5%

Opvallend Bank Julius Baer &…

AZN AstraZeneca PLC	1.0%
IEF iShares 7-10 Year…	0.8%
IEI iShares 3-7 Year…	0.7%
UBS UBS Group AG	0.7%
TTE TotalEnergies SE	0.4%
ALC Alcon Inc.	0.3%
RACE Ferrari N.V.	0.3%
MCHI iShares MSCI China ETF	0.3%
EWH	0.3%
LOGI Logitech…	0.2%
VT Vanguard Total World…	0.2%
VWOB Vanguard Emerging…	0.1%
BIZD	0.1%
HLN Haleon plc	0.1%
JNK State Street SPDR…	0.1%

Opvallend Sumitomo Mitsui Trust…

GLDM SPDR Gold MiniShares…	0.9%
IAUM iShares Gold Trust…	0.6%
SPCX Space Exploration…	0.2%
COR Cencora, Inc.	0.2%
LMT Lockheed Martin…	0.1%
NU Nu Holdings Ltd.	0.1%
RBLX Roblox Corporation	0.1%
TRV The Travelers…	0.1%
PNC The PNC Financial…	0.1%
TMUS T-Mobile US, Inc.	0.1%
QQQM Invesco NASDAQ 100 ETF	0.1%
DASH DoorDash, Inc.	0.1%
CI Cigna Corporation	0.1%
MCK McKesson Corporation	0.1%
CRCL Circle Internet Group	0.1%

Herkomst: Overlap live berekend op basis van de geparseerde common-stockposities van beide managers voor Q2 2026. Uitsluitend gerapporteerde longposities — hedges en niet-13F-activa zijn niet zichtbaar. Methodologie

Beheerders vergelijken

Bank Julius Baer & Co. Ltd, Zurich ⇄ Sumitomo Mitsui Trust Group, Inc.

Gedeelde posities · Q2 2026

Opvallend Bank Julius Baer &…

Opvallend Sumitomo Mitsui Trust…