Julius Bär Gruppe AG

SWX:BAER Stock Report

Market Cap: CHF 11.8b

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 Insiders986,2410.482%
General Public87,598,81842.8%
Institutions116,230,54456.7%

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

Top Shareholders

Top 25 shareholders own 47.38% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10%
Massachusetts Financial Services Company
20,558,978CHF 1.2b0%0.28%
5.09%
T. Rowe Price Group, Inc.
10,425,592CHF 600.7m0%0.06%
5.09%
BlackRock, Inc.
10,423,690CHF 600.6m0%0.01%
5.05%
UBS Asset Management AG
10,336,326CHF 595.6m0%0.06%
3.98%
The Vanguard Group, Inc.
8,151,432CHF 469.7m0.25%0.01%
3.25%
Norges Bank Investment Management
6,662,065CHF 383.9m0%0.03%
1.86%
Davis Selected Advisers LP
3,815,456CHF 219.8m0.21%1.19%
1.32%
Dimensional Fund Advisors LP
2,704,257CHF 155.8m0.5%0.03%
1.26%
Harris Associates L.P.
2,576,619CHF 148.5m-0.23%0.2%
1.14%
Pictet Asset Management SA
2,339,528CHF 134.8m0.26%0.28%
1.07%
AXA Investment Managers S.A.
2,196,502CHF 126.6m1.27%0.26%
1.01%
Causeway Capital Management LLC
2,076,541CHF 119.7m0%0.55%
0.91%
AllianceBernstein L.P.
1,865,326CHF 107.5m-0.33%0.04%
0.9%
ZKB Asset Management
1,851,607CHF 106.7m2.74%0.24%
0.9%
Vontobel Asset Management AG
1,837,593CHF 105.9m33.8%0.63%
0.68%
Geode Capital Management, LLC
1,397,287CHF 80.5m0.04%0.01%
0.49%
State Street Global Advisors, Inc.
994,144CHF 57.3m1.02%no data
0.48%
SEI Investments Management Corporation
976,486CHF 56.3m-10.9%0.12%
0.47%
Zürcher Kantonalbank, Investment Arm
962,259CHF 55.4m-7.83%0.53%
0.45%
Border To Coast Pensions Partnership Limited
931,449CHF 53.7m0%0.28%
0.4%
Caisse de dépôt et placement du Québec
811,640CHF 46.8m0%0.05%
0.39%
FMR LLC
802,121CHF 46.2m0%no data
0.39%
zCapital AG
800,000CHF 46.1m0%3.04%
0.38%
Amundi Asset Management SAS
781,264CHF 45.0m-0.22%0.01%
0.37%
Strategic Advisers LLC
765,202CHF 44.1m17.6%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 06:13
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Julius Bär Gruppe AG is covered by 41 analysts. 14 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
Joachim MathaBank am Bellevue