Julius Bär Gruppe AG

SWX:BAERE Stock Report

Market Cap: CHF 11.7b

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This company may still be operating, however this listing is no longer active.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
21,337,364CHF 1.2b0%0.32%
5.24%
BlackRock, Inc.
10,818,343CHF 614.0m0%0.01%
5.16%
T. Rowe Price Group, Inc.
10,659,578CHF 605.0m-1.66%0.07%
3.79%
The Vanguard Group, Inc.
7,831,487CHF 444.5m1.9%0.01%
3.22%
Norges Bank Investment Management
6,662,065CHF 378.1m0%0.04%
3.2%
UBS Asset Management AG
6,606,458CHF 375.0m0%0.07%
2.78%
FMR LLC
5,734,430CHF 325.5m1.43%0.03%
2.22%
Credit Suisse Asset Management (Switzerland)
4,587,710CHF 260.4m0.04%0.23%
2.04%
Pictet Asset Management Limited
4,207,120CHF 238.8m-0.73%0.21%
2.02%
Davis Selected Advisers LP
4,178,717CHF 237.2m0%1.45%
1.5%
Harris Associates L.P.
3,103,043CHF 176.1m-1.39%0.24%
1.43%
Dimensional Fund Advisors LP
2,958,264CHF 167.9m0.62%0.04%
0.83%
Vontobel Asset Management AG
1,723,979CHF 97.9m-14.8%0.84%
0.72%
ZKB Asset Management
1,481,487CHF 84.1m0%0.29%
0.7%
J.P. Morgan Asset Management, Inc.
1,455,728CHF 82.6m0.03%0.01%
0.66%
AXA Investment Managers S.A.
1,365,781CHF 77.5m0%0.17%
0.59%
AllianceBernstein L.P.
1,222,206CHF 69.4m0.68%0.03%
0.55%
Geode Capital Management, LLC
1,143,845CHF 64.9m2.74%0.01%
0.54%
zCapital AG
1,110,000CHF 63.0m0%4.63%
0.49%
Zürcher Kantonalbank, Investment Arm
1,022,208CHF 58.0m0%0.6%
0.43%
Fidelity International Ltd
887,307CHF 50.4m0%0.03%
0.43%
CIBC Asset Management Inc.
881,890CHF 50.1m1.63%0.13%
0.41%
Schroder Investment Management Limited
841,337CHF 47.8m0%0.04%
0.41%
Mirabaud Asset Management (Europe) S.A.
840,881CHF 47.7m0%6.63%
0.33%
State Street Global Advisors, Inc.
690,933CHF 39.2m1.43%no data