Bank Julius Baer & Co
PPLI

Bank Julius Baer & Co’s People Inc PPLI Stock Holding History

Bank Julius Baer & Co’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.5K Sell
937
-3
-0.3% -$114 ﹤0.01% 618
2025
Q4 		$36.8K Sell
940
-1
-0.1% -$35 ﹤0.01% 595
2025
Q3 		$32.1K Buy
941
+5
+0.5% +$187 ﹤0.01% 611
2025
Q2 		$35K Sell
936
-209
-18% -$7.55K ﹤0.01% 561
2025
Q1 		$43.1K Buy
1,145
+106
+10% +$3.87K ﹤0.01% 552
2024
Q4 		$40.6K Buy
+1,039
New +$41.6K ﹤0.01% 572

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank Julius Baer & Co's PPLI Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its People Inc (PPLI) stake by 0.32% in Q1 2026, selling an estimated $114 and leaving 937 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Bank Julius Baer & Co first reported a position in PPLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.1K in Q1 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Bank Julius Baer & Co held 937 shares of People Inc worth $37.5K as of Q1 2026.
  • Bank Julius Baer & Co sold 3 People Inc shares in Q1 2026, an estimated $114.
  • People Inc made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #618 holding.
  • Bank Julius Baer & Co first reported a position in People Inc in Q4 2024 and has held it in 6 quarters since.
  • Bank Julius Baer & Co's People Inc position peaked at $43.1K in Q1 2025.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.