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%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/10/22 05:12
End of Day Share Price	2024/07/25 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 41 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Dieter Hein	AlphaValue
Tomasz Grzelak	Baader Helvea Equity Research
Joachim Matha	Bank am Bellevue