Share ownership Julius Bär Gruppe AG

BAER

CH0102484968

Banks

Market Closed - Swiss Exchange Other stock markets 16:30:57 05/12/2025 GMT			5-day change	1st Jan Change
57.98 ^CHF	+1.43%		+1.01%	-1.16%

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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 %	1 405 M CHF
Dodge & Cox 5.017 %	10,334,900	5.017 %	704 M CHF
Pzena Investment Management LLC 3.01 %	6,200,119	3.01 %	422 M CHF
CPH Capital Fondsmaeglerselskab A/S 0.6372 %	1,312,571	0.6372 %	89 M CHF
zCapital AG 0.4879 %	1,005,000	0.4879 %	68 M CHF
Eurizon Capital SGR SpA 0.3087 %	636,020	0.3087 %	43 M CHF
Privatbank Von Graffenried AG 0.2323 %	478,593	0.2323 %	33 M CHF
Baloise Asset Management AG 0.1917 %	394,948	0.1917 %	27 M CHF
JULIUS BÄR GRUPPE AG 0.1631 %	335,971	0.1631 %	23 M CHF
State Street Global Advisors Ltd. 0.15 %	309,082	0.15 %	21 M CHF
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Name	Equities	%	Valuation
Henry James International Management, Inc. 0.006713 %	69,141	0.006713 %	933 680 CHF
RhumbLine Advisers LP 0.00459 %	47,279	0.00459 %	638 456 CHF
GAMMA Investing LLC 0.000536 %	5,521	0.000536 %	74 556 CHF
Paradigm Asset Management Co. LLC 0.000155 %	1,600	0.000155 %	21 606 CHF
Hantz Financial Services, Inc. 0.000056 %	578	0.000056 %	7 805 CHF
PNC Wealth Management LLC 0.000055 %	565	0.000055 %	7 630 CHF
Salomon & Ludwin LLC 0.00005 %	515	0.00005 %	6 955 CHF

Breakdown by shareholder type

Institutional	22.56%
Individuals	0.24%
Julius Bär Gruppe AG	0.16%
Unknown	77.04%

Based on 1000 largest holdings

Geographical origin of shareholders

Switzerland	12.45%
United States	8.18%
Denmark	0.66%
Italy	0.32%
United Kingdom	0.31%
Individuals	0.24%
Germany	0.16%
Ireland	0.14%
Sweden	0.13%
Liechtenstein	0.07%
New Zealand	0.06%
Canada	0.05%
Norway	0.04%
Australia	0.03%
Luxembourg	0.03%
Finland	0.03%
Japan	0.02%
Hong Kong	0.01%
South Africa	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 AGâs 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 Ltdâs Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.

Employees

7,335

Sector

Banks

Calendar

02-02 - Q4 2025 Earnings Release

More about the company