Julius Bär Gruppe AG

BATS-CHIXE:BAERz Stock Report

Market Cap: CHF 13.2b

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 BAERz?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders986,2410.482%
General Public92,579,77745.2%
Institutions111,249,58554.3%

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

Top Shareholders

Top 25 shareholders own 44.85% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10%
Massachusetts Financial Services Company
20,558,978CHF 1.3b0%0.3%
5.09%
T. Rowe Price Group, Inc.
10,425,592CHF 670.4m0%0.06%
5.09%
BlackRock, Inc.
10,423,690CHF 670.2m0%0.01%
5.05%
UBS Asset Management AG
10,336,326CHF 664.6m0%0.07%
4.01%
The Vanguard Group, Inc.
8,222,972CHF 528.7m1.09%0.01%
1.85%
Davis Selected Advisers LP
3,798,784CHF 244.3m-0.23%1.23%
1.21%
Dimensional Fund Advisors LP
2,483,397CHF 159.7m-7.7%0.03%
1.14%
Pictet Asset Management SA
2,340,407CHF 150.5m0.29%0.31%
1.1%
Harris Associates L.P.
2,244,948CHF 144.3m-13.1%0.18%
1.07%
AXA Investment Managers S.A.
2,197,334CHF 141.3m1.27%0.28%
1.01%
Causeway Capital Management LLC
2,076,193CHF 133.5m-0.01%0.58%
0.91%
AllianceBernstein L.P.
1,866,971CHF 120.0m-0.24%0.04%
0.9%
ZKB Asset Management
1,851,607CHF 119.1m2.74%0.26%
0.9%
Vontobel Asset Management AG
1,837,155CHF 118.1m33.8%0.67%
0.72%
Norges Bank Investment Management
1,478,615CHF 95.1m0%0.01%
0.7%
Geode Capital Management, LLC
1,431,483CHF 92.0m2.37%0.01%
0.6%
Strategic Advisers LLC
1,219,333CHF 78.4m59.4%0.03%
0.5%
State Street Global Advisors, Inc.
1,023,084CHF 65.8m1.09%no data
0.48%
Border To Coast Pensions Partnership Limited
986,849CHF 63.5m5.95%0.31%
0.47%
Zürcher Kantonalbank, Investment Arm
962,259CHF 61.9m-7.83%0.55%
0.43%
SEI Investments Management Corporation
886,216CHF 57.0m-14.1%0.12%
0.4%
Caisse de dépôt et placement du Québec
811,640CHF 52.2m0%0.05%
0.39%
FMR LLC
802,121CHF 51.6m0%no data
0.39%
zCapital AG
800,000CHF 51.4m0%3.18%
0.38%
Amundi Asset Management SAS
788,117CHF 50.7m1.71%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/02 07:58
End of Day Share Price 2025/01/31 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 42 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Tomasz GrzelakBaader Helvea Equity Research
Joachim MathaBank am Bellevue