Bank Julius Baer & Co
TDG icon

Bank Julius Baer & Co’s TransDigm Group TDG Stock Holding History

Bank Julius Baer & Co’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$774K Hold
668
– – ﹤0.01% 400
2025
Q4 		$888K Hold
668
– – ﹤0.01% 385
2025
Q3 		$880K Buy
668
+33
+5% +$47.2K ﹤0.01% 380
2025
Q2 		$966K Buy
+635
New +$892K ﹤0.01% 339

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank Julius Baer & Co held its TransDigm Group (TDG) position steady in Q1 2026 at 668 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Bank Julius Baer & Co first reported a position in TDG in Q2 2025 and has held it in 4 quarters since. The position peaked at $966K in Q2 2025. 1,111 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Bank Julius Baer & Co held 668 shares of TransDigm Group worth $774K as of Q1 2026.
  • Bank Julius Baer & Co left its TransDigm Group share count unchanged in Q1 2026.
  • TransDigm Group made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #400 holding.
  • Bank Julius Baer & Co first reported a position in TransDigm Group in Q2 2025 and has held it in 4 quarters since.
  • Bank Julius Baer & Co's TransDigm Group position peaked at $966K in Q2 2025.
  • 1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

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