Bank Julius Baer & Co
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Bank Julius Baer & Co’s MSCI MSCI Stock Holding History

Bank Julius Baer & Co’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
2,575
-941
-27% -$549K ﹤0.01% 358
2026
Q1 		$1.9M Sell
3,516
-4,368
-55% -$2.46M 0.01% 321
2025
Q4 		$4.52M Sell
7,884
-209,788
-96% -$118M 0.01% 242
2025
Q3 		$124M Sell
217,672
-3,789
-2% -$2.14M 0.35% 70
2025
Q2 		$128M Sell
221,461
-9,540
-4% -$5.28M 0.38% 72
2025
Q1 		$130M Buy
231,001
+230,966
+659,903% +$134M 0.42% 65
2024
Q4 		$22.9K Buy
35
+3
+9% +$1.8K ﹤0.01% 591
2024
Q3 		$22.2K Sell
32
-362
-92% -$196K ﹤0.01% 487
2024
Q2 		$211K Sell
394
-2,160
-85% -$1.07M ﹤0.01% 344
2024
Q1 		$1.35M Sell
2,554
-2,634
-51% -$1.48M 0.01% 247
2023
Q4 		$2.93M Buy
5,188
+2,103
+68% +$1.09M 0.01% 225
2023
Q3 		$1.58M Buy
3,085
+182
+6% +$95.6K 0.01% 220
2023
Q2 		$1.36M Sell
2,903
-1,535
-35% -$749K 0.01% 241
2023
Q1 		$2.48M Sell
4,438
-503
-10% -$266K 0.02% 199
2022
Q4 		$2.3M Sell
4,941
-53
-1% -$24.7K 0.02% 201
2022
Q3 		$2.11M Sell
4,994
-2,658
-35% -$1.22M 0.02% 193
2022
Q2 		$3.15M Buy
7,652
+1,490
+24% +$649K 0.02% 187
2022
Q1 		$3.1M Buy
6,162
+2,367
+62% +$1.23M 0.02% 193
2021
Q4 		$2.33M Buy
3,795
+200
+6% +$125K 0.01% 259
2021
Q3 		$2.19M Buy
3,595
+1
+0% +$611 0.01% 248
2021
Q2 		$1.92M Sell
3,594
-1
-0% -$477 0.01% 287
2021
Q1 		$1.51M Buy
3,595
+1
+0% +$420 0.01% 294
2020
Q4 		$1.6M Sell
3,594
-1
-0% -$392 0.01% 284
2020
Q3 		$1.28M Sell
3,595
-1,350
-27% -$490K 0.01% 269
2020
Q2 		$1.65M Hold
4,945
– – 0.02% 222
2020
Q1 		$1.43M Buy
+4,945
New +$1.4M 0.03% 189

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank Julius Baer & Co's MSCI Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its MSCI (MSCI) stake by 27% in Q2 2026, selling an estimated $549K and leaving 2,575 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Bank Julius Baer & Co first reported a position in MSCI in Q1 2020 and has held it in 26 quarters since. The position peaked at $130M in Q1 2025. 1,083 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bank Julius Baer & Co held 2,575 shares of MSCI worth $1.44M as of Q2 2026.
  • Bank Julius Baer & Co sold 941 MSCI shares in Q2 2026, an estimated $549K.
  • MSCI made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #358 holding.
  • Bank Julius Baer & Co first reported a position in MSCI in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's MSCI position peaked at $130M in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.