Bank Julius Baer & Co
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Bank Julius Baer & Co’s Procter & Gamble PG Stock Holding History

Bank Julius Baer & Co’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$446M Sell
3,031,630
-1,487,078
-33% -$216M 1.15% 22
2026
Q1 		$653M Sell
4,518,708
-6,955
-0.2% -$1.05M 1.97% 11
2025
Q4 		$649M Sell
4,525,663
-6,575
-0.1% -$969K 1.79% 13
2025
Q3 		$696M Buy
4,532,238
+5,838
+0.1% +$912K 1.96% 11
2025
Q2 		$721M Buy
4,526,400
+65,370
+1% +$10.7M 2.14% 10
2025
Q1 		$758M Buy
4,461,030
+1,238,445
+38% +$207M 2.46% 9
2024
Q4 		$581M Buy
3,222,585
+2,973,757
+1,195% +$506M 1.79% 13
2024
Q3 		$49M Sell
248,828
-15,125
-6% -$2.57M 0.16% 89
2024
Q2 		$47.3M Sell
263,953
-30,418
-10% -$4.97M 0.18% 83
2024
Q1 		$47.6M Buy
294,371
+24,191
+9% +$3.79M 0.18% 92
2023
Q4 		$44.6M Buy
270,180
+12,196
+5% +$1.81M 0.19% 96
2023
Q3 		$37.6M Buy
257,984
+4,903
+2% +$749K 0.22% 88
2023
Q2 		$38.4M Sell
253,081
-421
-0.2% -$63.5K 0.23% 87
2023
Q1 		$37.7M Buy
253,502
+14,184
+6% +$2.03M 0.24% 95
2022
Q4 		$36.3M Buy
239,318
+3,854
+2% +$540K 0.25% 88
2022
Q3 		$29.7M Sell
235,464
-32,512
-12% -$4.62M 0.23% 91
2022
Q2 		$38.5M Sell
267,976
-8,408
-3% -$1.26M 0.27% 75
2022
Q1 		$42.2M Sell
276,384
-1,086
-0.4% -$170K 0.25% 72
2021
Q4 		$45.4M Sell
277,470
-5,158
-2% -$766K 0.24% 78
2021
Q3 		$39.5M Sell
282,628
-62,143
-18% -$8.81M 0.25% 78
2021
Q2 		$46.5M Sell
344,771
-573,209
-62% -$77.6M 0.3% 72
2021
Q1 		$124M Sell
917,980
-210,617
-19% -$27.5M 0.93% 28
2020
Q4 		$157M Buy
1,128,597
+156,391
+16% +$21.9M 1.29% 19
2020
Q3 		$135M Buy
972,206
+110,391
+13% +$14.7M 1.32% 17
2020
Q2 		$103M Buy
861,815
+57,169
+7% +$6.67M 1.19% 21
2020
Q1 		$88.5M Buy
+804,646
New +$96.6M 2.05% 7

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bank Julius Baer & Co reduced its Procter & Gamble (PG) stake by 33% in Q2 2026, selling an estimated $216M and leaving 3,031,630 shares worth $446M. The position accounts for 1.15% of the portfolio, ranked #22.

Bank Julius Baer & Co first reported a position in PG in Q1 2020 and has held it in 26 quarters since. The position peaked at $758M in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Bank Julius Baer & Co held 3,031,630 shares of Procter & Gamble worth $446M as of Q2 2026.
  • Bank Julius Baer & Co sold 1,487,078 Procter & Gamble shares in Q2 2026, an estimated $216M.
  • Procter & Gamble made up 1.15% of Bank Julius Baer & Co's portfolio in Q2 2026, its #22 holding.
  • Bank Julius Baer & Co first reported a position in Procter & Gamble in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Procter & Gamble position peaked at $758M in Q1 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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