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 Insiders1,006,2430.491%
General Public83,671,35440.9%
Institutions120,138,00658.7%

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


Top Shareholders

Top 25 shareholders own 48.45% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10%
Massachusetts Financial Services Company
20,558,978CHF 1.1b0%0.25%
5.09%
T. Rowe Price Group, Inc.
10,425,592CHF 543.2m1.62%0.05%
5.09%
BlackRock, Inc.
10,423,690CHF 543.1m0%0.01%
5.05%
UBS Asset Management AG
10,336,326CHF 538.5m0.55%0.07%
3.93%
The Vanguard Group, Inc.
8,058,214CHF 419.8m1.16%0.01%
3.25%
Norges Bank Investment Management
6,662,065CHF 347.1m0%0.03%
1.88%
Davis Selected Advisers LP
3,847,862CHF 200.5m2.28%1.08%
1.74%
Credit Suisse Asset Management (Switzerland) Ltd.
3,560,888CHF 185.5m-17.5%0.16%
1.4%
Harris Associates L.P.
2,865,483CHF 149.3m-2.42%0.2%
1.33%
Dimensional Fund Advisors LP
2,718,262CHF 141.6m-2.97%0.03%
1.18%
Pictet Asset Management Limited
2,420,170CHF 126.1m0.66%0.1%
0.88%
Vontobel Asset Management AG
1,797,684CHF 93.7m-17.1%0.56%
0.87%
AllianceBernstein L.P.
1,781,047CHF 92.8m-2.25%0.03%
0.86%
AXA Investment Managers S.A.
1,768,780CHF 92.2m0.46%0.18%
0.8%
ZKB Asset Management
1,643,012CHF 85.6m0.17%0.22%
0.74%
Causeway Capital Management LLC
1,507,987CHF 78.6m-0.05%0.37%
0.63%
Geode Capital Management, LLC
1,285,082CHF 67.0m-0.83%0.01%
0.54%
SEI Investments Company
1,096,473CHF 57.1m-0.45%0.07%
0.53%
Zürcher Kantonalbank, Investment Arm
1,092,056CHF 56.9m-0.96%0.5%
0.5%
FMR LLC
1,031,902CHF 53.8m-79.8%no data
0.5%
zCapital AG
1,027,000CHF 53.5m0%3.67%
0.47%
State Street Global Advisors, Inc.
953,808CHF 49.7m0.45%no data
0.41%
CIBC Asset Management Inc.
846,173CHF 44.1m-0.08%0.1%
0.37%
JP Morgan Asset Management
765,852CHF 39.9m-3.25%0.01%
0.37%
Amundi Asset Management SAS
752,758CHF 39.2m-3.21%0.01%
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