Julius Bär Gruppe AG

SWX:BAERE Stock Report

Market Cap: CHF11.7b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

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 TypeNumber of SharesOwnership Percentage
Individual Insiders1,067,2260.517%
General Public80,167,05338.8%
Institutions125,370,59560.7%

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

Top Shareholders

Top 25 shareholders own 50.02% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.3%
Massachusetts Financial Services Company
21,337,364CHF1.2b0%0.32%
5.24%
BlackRock, Inc.
10,818,343CHF614.0m0%0.01%
5.16%
T. Rowe Price Group, Inc.
10,659,578CHF605.0m-1.66%0.07%
3.79%
The Vanguard Group, Inc.
7,831,487CHF444.5m1.9%0.01%
3.22%
Norges Bank Investment Management
6,662,065CHF378.1m0%0.04%
3.2%
UBS Asset Management AG
6,606,458CHF375.0m0%0.07%
2.78%
FMR LLC
5,734,430CHF325.5m1.43%0.03%
2.22%
Credit Suisse Asset Management (Switzerland)
4,587,710CHF260.4m0.04%0.23%
2.04%
Pictet Asset Management Limited
4,207,120CHF238.8m-0.73%0.21%
2.02%
Davis Selected Advisers LP
4,178,717CHF237.2m0%1.45%
1.5%
Harris Associates L.P.
3,103,043CHF176.1m-1.39%0.24%
1.43%
Dimensional Fund Advisors LP
2,958,264CHF167.9m0.62%0.04%
0.83%
Vontobel Asset Management AG
1,723,979CHF97.9m-14.8%0.84%
0.72%
ZKB Asset Management
1,481,487CHF84.1m0%0.29%
0.7%
J.P. Morgan Asset Management, Inc.
1,455,728CHF82.6m0.03%0.01%
0.66%
AXA Investment Managers S.A.
1,365,781CHF77.5m0%0.17%
0.59%
AllianceBernstein L.P.
1,222,206CHF69.4m0.68%0.03%
0.55%
Geode Capital Management, LLC
1,143,845CHF64.9m2.74%0.01%
0.54%
zCapital AG
1,110,000CHF63.0m0%4.63%
0.49%
Zürcher Kantonalbank, Investment Arm
1,022,208CHF58.0m0%0.6%
0.43%
Fidelity International Ltd
887,307CHF50.4m0%0.03%
0.43%
CIBC Asset Management Inc.
881,890CHF50.1m1.63%0.13%
0.41%
Schroder Investment Management Limited
841,337CHF47.8m0%0.04%
0.41%
Mirabaud Asset Management (Europe) S.A.
840,881CHF47.7m0%6.63%
0.33%
State Street Global Advisors, Inc.
690,933CHF39.2m1.43%no data
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