Julius Bär Gruppe AG

SWX:BAER Stock Report

Market Cap: CHF 11.3b

Julius Bär Gruppe Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BAER?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,122,9470.548%
General Public86,677,40842.3%
Institutions117,057,73757.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 47.07% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10%
Massachusetts Financial Services Company
20,558,978CHF 1.1b0%0.3%
5.09%
T. Rowe Price Group, Inc.
10,423,690CHF 572.7m-0.02%0.06%
5.09%
BlackRock, Inc.
10,423,690CHF 572.7m0%0.01%
5.05%
UBS Asset Management AG
10,341,289CHF 568.2m0.05%0.06%
4.06%
The Vanguard Group, Inc.
8,324,441CHF 457.3m1.13%0.01%
3.03%
Pzena Investment Management, Inc.
6,200,119CHF 340.6m16,100%0.75%
1.82%
Davis Selected Advisers LP
3,735,031CHF 205.2m-1.51%1.22%
1.23%
Dimensional Fund Advisors LP
2,510,772CHF 137.9m1.11%0.03%
1.16%
Pictet Asset Management Limited
2,380,357CHF 130.8m-2.83%0.11%
1.07%
AXA Investment Managers S.A.
2,195,037CHF 120.6m-0.1%0.27%
1%
Causeway Capital Management LLC
2,055,528CHF 112.9m-0.91%0.48%
0.9%
ZKB Asset Management
1,845,132CHF 101.4m0%0.24%
0.9%
Vontobel Asset Management AG
1,837,155CHF 100.9m0%0.6%
0.82%
AllianceBernstein L.P.
1,675,545CHF 92.1m-3.47%0.03%
0.8%
Harris Associates L.P.
1,633,258CHF 89.7m-36.8%0.14%
0.72%
Norges Bank Investment Management
1,478,615CHF 81.2m0%0.01%
0.71%
Geode Capital Management, LLC
1,463,874CHF 80.4m0.46%0.01%
0.55%
Zürcher Kantonalbank, Investment Arm
1,123,365CHF 61.7m0%0.5%
0.48%
Border To Coast Pensions Partnership Limited
986,849CHF 54.2m0%0.29%
0.48%
State Street Global Advisors, Inc.
985,513CHF 54.1m-3.88%no data
0.48%
zCapital AG
975,000CHF 53.6m21.9%3.2%
0.43%
SEI Investments Management Corporation
877,377CHF 48.2m0%0.1%
0.4%
Caisse de dépôt et placement du Québec
811,640CHF 44.6m0%0.05%
0.39%
FMR LLC
802,121CHF 44.1m0%no data
0.38%
Strategic Advisers LLC
780,595CHF 42.9m-30.3%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/02 07:48
End of Day Share Price 2025/05/02 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Julius Bär Gruppe AG is covered by 37 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Tomasz GrzelakBaader Helvea Equity Research
Roberto de Aguiar AttuchBarclays