Share ownership Julius Bär Gruppe AG

BAER

CH0102484968

Banks

Real-time Estimate Cboe Europe Other stock markets 01:01:48 10/07/2026 pm IST			5-day change	1st Jan Change
71.70 ^CHF	+0.11%		-1.78%	+14.90%

08/07	BofA: Julius Baer to See Recovery in Inflows for Rest of FY26; Price Objective, Forecasts Up	MT
08/07	Hong Kong Drops to Fourth in Julius Baer Global Lifestyle Index	MT

Share class: Julius Bär Gruppe AG

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	20,60,01,780	20,44,87,846 ( 99.27 %)	10,06,012 ( 0.4884 %)	99.27 %

Major shareholders: Julius Bär Gruppe AG

Name	Stocks	%	Valuation
UBS Asset Management Switzerland AG 10.01 %	2,06,28,752	10.01 %	1 690 M CHF
Dodge & Cox 5.017 %	1,03,34,900	5.017 %	847 M CHF
Pzena Investment Management LLC 3.01 %	62,00,119	3.01 %	508 M CHF
Swisscanto Fondsleitung AG 2.99 %	61,59,453	2.99 %	505 M CHF
zCapital AG 0.4806 %	9,90,000	0.4806 %	81 M CHF
Mirabaud Asset Management (Suisse) SA 0.2214 %	4,56,100	0.2214 %	37 M CHF
Privatbank Von Graffenried AG 0.2207 %	4,54,683	0.2207 %	37 M CHF
Baloise Asset Management AG 0.1825 %	3,75,882	0.1825 %	31 M CHF
Valiant Bank AG 0.1676 %	3,45,329	0.1676 %	28 M CHF
Sjunde AP-fonden 0.1642 %	3,38,335	0.1642 %	28 M CHF
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Name	Stocks	%	Valuation
Henry James International Management, Inc. 0.007267 %	74,849	0.007267 %	1 M CHF
RhumbLine Advisers LP 0.006596 %	67,944	0.006596 %	1 M CHF
GAMMA Investing LLC 0.001017 %	10,473	0.001017 %	171 621 CHF
Salomon & Ludwin LLC 0.00005 %	515	0.00005 %	8 439 CHF
PNC Wealth Management LLC 0.000045 %	459	0.000045 %	7 522 CHF
Hantz Financial Services, Inc. 0.000026 %	263	0.000026 %	4 310 CHF
Ancora Private Wealth Advisors LLC 0.000002 %	23	0.000002 %	377 CHF
Financial Gravity Asset Management, Inc. 0 %	1	0 %	16 CHF

Breakdown by shareholder type

Institutional	25.14%
Individuals	0.24%
Julius Bär Gruppe AG	0.16%
Unknown	74.46%

Based on 1000 largest holdings

Geographical origin of shareholders

Switzerland	15.86%
United States	8.21%
Individuals	0.24%
United Kingdom	0.23%
Sweden	0.22%
Germany	0.15%
Ireland	0.12%
Liechtenstein	0.1%
Denmark	0.09%
New Zealand	0.07%
Canada	0.07%
Australia	0.05%
Netherlands	0.03%
Japan	0.02%
Luxembourg	0.02%
Italy	0.01%
Finland	0.01%
Norway	0.01%
Hong Kong	0.01%
South Africa	0.01%
Austria	0.01%

Based on 1000 largest holdings

Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The company provides advice and services related to wealth and asset management. The Group has a global presence with approximately 60 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AGâ€™s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltdâ€™s Bank Julius Baer segment.

Employees

7,390

Sector

Banks

Calendar

21/07 - Earnings release - Q2 2026

More about the company