Julius Bär Gruppe AG

LSE:0QO6 Stock Report

Market Cap: CHF 12.7b

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 0QO6?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders986,2410.481%
General Public93,271,68345.5%
Institutions110,600,16854%

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

Top Shareholders

Top 25 shareholders own 44.6% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10%
Massachusetts Financial Services Company
20,558,978CHF 1.3b0%0.32%
5.09%
T. Rowe Price Group, Inc.
10,425,592CHF 647.4m0%0.07%
5.09%
BlackRock, Inc.
10,423,690CHF 647.3m0%0.01%
5.05%
UBS Asset Management AG
10,336,326CHF 641.9m0%0.06%
4.03%
The Vanguard Group, Inc.
8,256,919CHF 512.8m0.41%0.01%
1.85%
Davis Selected Advisers LP
3,794,151CHF 235.6m0.05%1.31%
1.22%
Dimensional Fund Advisors LP
2,492,562CHF 154.8m0.31%0.03%
1.16%
Pictet Asset Management Limited
2,380,357CHF 147.8m-2.83%0.12%
1.07%
AXA Investment Managers S.A.
2,195,037CHF 136.3m-0.1%0.29%
1.01%
Causeway Capital Management LLC
2,071,763CHF 128.7m-0.13%0.52%
0.9%
ZKB Asset Management
1,845,132CHF 114.6m0%0.26%
0.9%
Vontobel Asset Management AG
1,837,155CHF 114.1m0%0.65%
0.85%
AllianceBernstein L.P.
1,735,782CHF 107.8m-7.19%0.04%
0.8%
Harris Associates L.P.
1,633,258CHF 101.4m-36.8%0.14%
0.72%
Norges Bank Investment Management
1,478,615CHF 91.8m0%0.01%
0.71%
Geode Capital Management, LLC
1,449,519CHF 90.0m-0.53%0.01%
0.55%
Zürcher Kantonalbank, Investment Arm
1,123,365CHF 69.8m0%0.55%
0.55%
Strategic Advisers LLC
1,119,488CHF 69.5m46.3%0.03%
0.48%
Border To Coast Pensions Partnership Limited
986,849CHF 61.3m0%0.31%
0.48%
zCapital AG
975,000CHF 60.5m21.9%3.57%
0.47%
State Street Global Advisors, Inc.
972,711CHF 60.4m-5.13%no data
0.43%
SEI Investments Management Corporation
886,216CHF 55.0m0%0.12%
0.4%
Caisse de dépôt et placement du Québec
811,640CHF 50.4m0%0.06%
0.39%
FMR LLC
802,121CHF 49.8m0%no data
0.38%
Amundi Asset Management SAS
783,894CHF 48.7m-0.04%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/19 01:07
End of Day Share Price 2025/03/19 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

Julius Bär Gruppe AG is covered by 36 analysts. 15 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
Jeremy SigeeBarclays