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 JGE1?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,006,2430.491%
General Public78,272,63338.2%
Institutions125,536,72761.3%

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


Top Shareholders

Top 25 shareholders own 50.59% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10%
Massachusetts Financial Services Company
20,558,978€1.0b-3.65%0.24%
5.09%
T. Rowe Price Group, Inc.
10,425,592€523.7m1.62%0.05%
5.09%
BlackRock, Inc.
10,423,690€523.7m-3.65%0.01%
5.05%
UBS Asset Management AG
10,336,326€519.3m0.55%0.08%
3.89%
The Vanguard Group, Inc.
7,958,578€399.8m1.42%0.01%
3.25%
Norges Bank Investment Management
6,662,065€334.7m0%0.03%
2.08%
Credit Suisse Asset Management (Switzerland) Ltd.
4,256,994€213.9m0.28%0.17%
1.84%
Davis Selected Advisers LP
3,762,016€189.0m-1.87%0.92%
1.74%
Pictet Asset Management Limited
3,563,155€179.0m-0.79%0.13%
1.68%
FMR LLC
3,442,664€172.9m-32.7%0.01%
1.35%
Harris Associates L.P.
2,767,713€139.0m-0.88%0.17%
1.35%
Dimensional Fund Advisors LP
2,756,860€138.5m-1.26%0.03%
0.88%
Vontobel Asset Management AG
1,797,684€90.3m-17.1%0.71%
0.86%
AXA Investment Managers S.A.
1,768,661€88.9m0.16%0.17%
0.82%
AllianceBernstein L.P.
1,672,200€84.0m14.8%0.03%
0.8%
ZKB Asset Management
1,640,145€82.4m0%0.22%
0.76%
JP Morgan Asset Management
1,551,119€77.9m-3.75%0.01%
0.67%
Caisse de dépôt et placement du Québec
1,364,200€68.5m0%0.08%
0.62%
Geode Capital Management, LLC
1,269,819€63.8m1.09%0.01%
0.54%
Zürcher Kantonalbank, Investment Arm
1,102,650€55.4m0%0.49%
0.5%
zCapital AG
1,027,000€51.6m-2.84%3.56%
0.48%
SEI Investments Company
985,014€49.5m16.8%0.06%
0.43%
State Street Global Advisors, Inc.
876,586€44.0m33.2%no data
0.41%
CIBC Asset Management Inc.
846,821€42.5m-5.06%0.1%
0.39%
Amundi Asset Management SAS
789,795€39.7m-18.8%0.01%
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