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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 BAERE?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,067,226	0.517%
General Public	80,167,053	38.8%
Institutions	125,370,595	60.7%

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

Top Shareholders

Top 25 shareholders own 50.02% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.3%	Massachusetts Financial Services Company	21,337,364	CHF 1.2b	0%	0.32%
5.24%	BlackRock, Inc.	10,818,343	CHF 614.0m	0%	0.01%
5.16%	T. Rowe Price Group, Inc.	10,659,578	CHF 605.0m	-1.66%	0.07%
3.79%	The Vanguard Group, Inc.	7,831,487	CHF 444.5m	1.9%	0.01%
3.22%	Norges Bank Investment Management	6,662,065	CHF 378.1m	0%	0.04%
3.2%	UBS Asset Management AG	6,606,458	CHF 375.0m	0%	0.07%
2.78%	FMR LLC	5,734,430	CHF 325.5m	1.43%	0.03%
2.22%	Credit Suisse Asset Management (Switzerland)	4,587,710	CHF 260.4m	0.04%	0.23%
2.04%	Pictet Asset Management Limited	4,207,120	CHF 238.8m	-0.73%	0.21%
2.02%	Davis Selected Advisers LP	4,178,717	CHF 237.2m	0%	1.45%
1.5%	Harris Associates L.P.	3,103,043	CHF 176.1m	-1.39%	0.24%
1.43%	Dimensional Fund Advisors LP	2,958,264	CHF 167.9m	0.62%	0.04%
0.83%	Vontobel Asset Management AG	1,723,979	CHF 97.9m	-14.8%	0.84%
0.72%	ZKB Asset Management	1,481,487	CHF 84.1m	0%	0.29%
0.7%	J.P. Morgan Asset Management, Inc.	1,455,728	CHF 82.6m	0.03%	0.01%
0.66%	AXA Investment Managers S.A.	1,365,781	CHF 77.5m	0%	0.17%
0.59%	AllianceBernstein L.P.	1,222,206	CHF 69.4m	0.68%	0.03%
0.55%	Geode Capital Management, LLC	1,143,845	CHF 64.9m	2.74%	0.01%
0.54%	zCapital AG	1,110,000	CHF 63.0m	0%	4.63%
0.49%	Zürcher Kantonalbank, Investment Arm	1,022,208	CHF 58.0m	0%	0.6%
0.43%	Fidelity International Ltd	887,307	CHF 50.4m	0%	0.03%
0.43%	CIBC Asset Management Inc.	881,890	CHF 50.1m	1.63%	0.13%
0.41%	Schroder Investment Management Limited	841,337	CHF 47.8m	0%	0.04%
0.41%	Mirabaud Asset Management (Europe) S.A.	840,881	CHF 47.7m	0%	6.63%
0.33%	State Street Global Advisors, Inc.	690,933	CHF 39.2m	1.43%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/05/28 12:04
End of Day Share Price	2023/02/28 00:00
Earnings	2022/12/31
Annual Earnings	2022/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Dieter Hein	AlphaValue
Tomasz Grzelak	Baader Helvea Equity Research
Joachim Matha	Bank am Bellevue