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 BAER N?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	986,241	0.482%
General Public	85,066,595	41.5%
Institutions	118,762,767	58%

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

Top Shareholders

Top 25 shareholders own 48.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10%	Massachusetts Financial Services Company	20,558,978	Mex$26.2b	0%	0.27%
5.09%	T. Rowe Price Group, Inc.	10,425,592	Mex$13.3b	0%	0.06%
5.09%	BlackRock, Inc.	10,423,690	Mex$13.3b	0%	0.01%
5.05%	UBS Asset Management AG	10,336,326	Mex$13.2b	0%	0.07%
3.97%	The Vanguard Group, Inc.	8,139,236	Mex$10.4b	1.91%	0.01%
3.25%	Norges Bank Investment Management	6,662,065	Mex$8.5b	0%	0.03%
1.87%	Davis Selected Advisers LP	3,839,109	Mex$4.9b	-0.16%	1.14%
1.84%	Credit Suisse Asset Management (Switzerland) Ltd.	3,774,428	Mex$4.8b	-1.13%	0.17%
1.37%	Harris Associates L.P.	2,796,973	Mex$3.6b	-2.4%	0.2%
1.35%	Dimensional Fund Advisors LP	2,770,919	Mex$3.5b	-0.47%	0.03%
1.18%	Pictet Asset Management Limited	2,408,626	Mex$3.1b	0.23%	0.1%
0.88%	ZKB Asset Management	1,802,267	Mex$2.3b	0%	0.23%
0.86%	AllianceBernstein L.P.	1,767,934	Mex$2.2b	1.85%	0.03%
0.79%	AXA Investment Managers S.A.	1,614,602	Mex$2.1b	-0.04%	0.18%
0.78%	Causeway Capital Management LLC	1,605,816	Mex$2.0b	-4.41%	0.41%
0.67%	Geode Capital Management, LLC	1,378,182	Mex$1.8b	2.03%	0.01%
0.67%	Vontobel Asset Management AG	1,373,371	Mex$1.7b	0%	0.45%
0.53%	SEI Investments Management Corporation	1,095,529	Mex$1.4b	-0.09%	0.12%
0.51%	Zürcher Kantonalbank, Investment Arm	1,043,955	Mex$1.3b	0%	0.49%
0.47%	State Street Global Advisors, Inc.	969,547	Mex$1.2b	-1.16%	no data
0.45%	Border To Coast Pensions Partnership Limited	931,449	Mex$1.2b	0%	0.27%
0.43%	FMR LLC	889,340	Mex$1.1b	0%	no data
0.4%	Caisse de dépôt et placement du Québec	811,640	Mex$1.0b	0%	0.05%
0.39%	zCapital AG	800,000	Mex$1.0b	-22.1%	2.75%
0.38%	Amundi Asset Management SAS	777,137	Mex$988.7m	4.88%	0.01%