Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Ninety One UK Ltd ⇄ Bank Julius Baer & Co. Ltd, Zurich
60Shared positions
22.3%Name overlap (Jaccard)
15+Only Ninety One UK…
15+Only Bank Julius…
Shared holdings · Q2 2026
Distinctively Ninety One UK Ltd
| NTES NetEase, Inc. | 1.8% |
| TKO TKO Group Holdings… | 1.4% |
| CFG Citizens Financial… | 1.2% |
| VRSN VeriSign, Inc. | 1.2% |
| SNX TD Synnex Corp | 1.0% |
| ALGN Align Technology, Inc. | 0.8% |
| DAL Delta Air Lines, Inc. | 0.8% |
| AER AerCap Holdings N.V. | 0.7% |
| FDS FactSet Research… | 0.6% |
| TRU TransUnion | 0.5% |
| KEY KeyCorp | 0.5% |
| NU Nu Holdings Ltd. | 0.4% |
| AU AngloGold Ashanti plc | 0.4% |
| BAP Credicorp Ltd. | 0.3% |
| TW Tradeweb Markets Inc. | 0.3% |
Distinctively Bank Julius Baer &…
| SPY State Street SPDR S&P… | 3.0% |
| GE GE Aerospace | 1.3% |
| WMT Walmart Inc. | 1.1% |
| ETN Eaton Corporation plc | 0.8% |
| APH Amphenol Corporation | 0.8% |
| IEF iShares 7-10 Year… | 0.8% |
| PGR The Progressive… | 0.8% |
| IEI iShares 3-7 Year… | 0.7% |
| QQQ Invesco QQQ Trust… | 0.7% |
| WFC Wells Fargo & Company | 0.7% |
| ISRG Intuitive Surgical… | 0.7% |
| PANW Palo Alto Networks… | 0.7% |
| BRK-B Berkshire Hathaway… | 0.7% |
| TER Teradyne, Inc. | 0.7% |
| BAC Bank of America… | 0.6% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology