Julius Bär Gruppe AG

BATS-CHIXE:BAERz Stock Report

Market Cap: CHF 11.9b

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 Public88,436,71043.2%
Institutions115,392,65256.3%

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

Top Shareholders

Top 25 shareholders own 47.06% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10%
Massachusetts Financial Services Company
20,558,978CHF 1.2b0%0.27%
5.09%
T. Rowe Price Group, Inc.
10,425,592CHF 607.8m0%0.06%
5.09%
BlackRock, Inc.
10,423,690CHF 607.7m0%0.01%
5.05%
UBS Asset Management AG
10,336,326CHF 602.6m0%0.06%
3.97%
The Vanguard Group, Inc.
8,131,234CHF 474.1m1.81%0.01%
3.25%
Norges Bank Investment Management
6,662,065CHF 388.4m0%0.03%
1.88%
Davis Selected Advisers LP
3,841,715CHF 224.0m0.03%1.14%
1.35%
Dimensional Fund Advisors LP
2,766,226CHF 161.3m0.03%0.03%
1.28%
Harris Associates L.P.
2,624,973CHF 153.0m-8.4%0.19%
1.14%
Pictet Asset Management SA
2,333,528CHF 136.0m0%0.27%
1.01%
Causeway Capital Management LLC
2,076,443CHF 121.1m23.6%0.54%
0.92%
AllianceBernstein L.P.
1,885,952CHF 110.0m8.65%0.04%
0.9%
ZKB Asset Management
1,851,607CHF 107.9m2.74%0.24%
0.81%
AXA Investment Managers S.A.
1,657,554CHF 96.6m0%0.19%
0.7%
Vontobel Asset Management AG
1,432,057CHF 83.5m4.27%0.5%
0.67%
Geode Capital Management, LLC
1,377,207CHF 80.3m1.96%0.01%
0.53%
SEI Investments Management Corporation
1,075,539CHF 62.7m-1.82%0.13%
0.5%
State Street Global Advisors, Inc.
1,018,857CHF 59.4m0.09%no data
0.47%
Zürcher Kantonalbank, Investment Arm
962,259CHF 56.1m-7.83%0.52%
0.45%
Border To Coast Pensions Partnership Limited
931,449CHF 54.3m0%0.27%
0.4%
JP Morgan Asset Management
828,283CHF 48.3m0.98%0.01%
0.4%
Caisse de dépôt et placement du Québec
811,640CHF 47.3m0%0.05%
0.39%
FMR LLC
802,121CHF 46.8m0%no data
0.39%
zCapital AG
800,000CHF 46.6m0%2.99%
0.38%
Amundi Asset Management SAS
777,744CHF 45.3m0.19%0.01%