Share ownership Julius Bär Gruppe AG

BAER

CH0102484968

Banks

Market Closed - Swiss Exchange Other stock markets 16:30:50 11/03/2026 GMT			5-day change	1st Jan Change
61.12 ^CHF	-1.80%		-4.44%	-2.05%

03-09	G-7 Ready to Tap Oil Reserves if Needed -- -2-	DJ
03-09	European Midday Briefing : Stocks Fall as Oil Price Surge Rattles Investors	DJ

Share class: Julius Bär Gruppe AG

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	206,001,780	203,828,644 ( 98.95 %)	1,143,688 ( 0.5552 %)	98.95 %

Major shareholders: Julius Bär Gruppe AG

Name	Equities	%	Valuation
UBS Asset Management Switzerland AG 10.01 %	20,628,752	10.01 %	1 760 M CHF
Dodge & Cox 5.017 %	10,334,900	5.017 %	882 M CHF
Pzena Investment Management LLC 3.01 %	6,200,119	3.01 %	529 M CHF
Zürcher Kantonalbank (Investment Management) 3.002 %	6,183,758	3.002 %	527 M CHF
zCapital AG 0.4723 %	973,000	0.4723 %	83 M CHF
CPH Capital Fondsmaeglerselskab A/S 0.374 %	770,356	0.374 %	66 M CHF
Privatbank Von Graffenried AG 0.2372 %	488,683	0.2372 %	42 M CHF
Baloise Asset Management AG 0.174 %	358,507	0.174 %	31 M CHF
Sjunde AP-fonden 0.1642 %	338,335	0.1642 %	29 M CHF
JULIUS BÄR GRUPPE AG 0.1631 %	335,971	0.1631 %	29 M CHF
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Name	Equities	%	Valuation
Henry James International Management, Inc. 0.006713 %	69,141	0.006713 %	1 M CHF
RhumbLine Advisers LP 0.006364 %	65,545	0.006364 %	1 M CHF
GAMMA Investing LLC 0.000584 %	6,016	0.000584 %	102 633 CHF
Paradigm Asset Management Co. LLC 0.000155 %	1,600	0.000155 %	27 296 CHF
Hantz Financial Services, Inc. 0.000056 %	578	0.000056 %	9 861 CHF
Salomon & Ludwin LLC 0.00005 %	515	0.00005 %	8 786 CHF
PNC Wealth Management LLC 0.000045 %	466	0.000045 %	7 950 CHF
Ancora Private Wealth Advisors LLC 0.000007 %	68	0.000007 %	1 160 CHF
Signature Equity Partners LLC 0.000003 %	35	0.000003 %	597 CHF
Financial Gravity Asset Management, Inc. 0 %	1	0 %	17 CHF

Breakdown by shareholder type

Institutional	25.26%
Individuals	0.24%
Julius Bär Gruppe AG	0.16%
Unknown	74.34%

Based on 1000 largest holdings

Geographical origin of shareholders

Switzerland	15.6%
United States	8.19%
Denmark	0.41%
United Kingdom	0.3%
Individuals	0.24%
Sweden	0.21%
Germany	0.19%
Ireland	0.11%
Liechtenstein	0.1%
New Zealand	0.07%
Canada	0.05%
Norway	0.04%
Finland	0.03%
South Africa	0.02%
Netherlands	0.02%
Japan	0.02%
Australia	0.02%
Italy	0.01%
Luxembourg	0.01%
Hong Kong	0.01%
Estonia	0.01%
Austria	0.01%

Based on 1000 largest holdings

Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AGâ€™s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltdâ€™s Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.

Employees

7,390

Sector

Banks

Calendar

03-16 - Earnings release - Annual 2025

More about the company