BAER - Julius Bär Gruppe AG Ações - Preço das Ações, Propriedade Institucional, Acionistas (SWX)

Julius Bär Gruppe AG
CH ˙ SWX ˙ CH0102484968
65,60 CHF ↓ -0.18 (-0.27%)
2026-02-27
PREÇO DA AÇÃO
Estatísticas Básicas
Proprietários Institucionais 93 total, 93 long only, 0 short only, 0 long/short - change of -45.10% MRQ
Preço da Ação 65.60
Alocação Média no Portfólio 0.4464 % - change of 5.21% MRQ
Ações em Circulação shares (source: Capital IQ)
Ações Institucionais (Longas) 21,012,621 - 10.25% (ex 13D/G) - change of -17.37MM shares -38.07% MRQ
Valor Institucional (Longa) $ 1,422,990 USD ($1000)
Propriedade Institucional e Acionistas

Julius Bär Gruppe AG (CH:BAER) tem 93 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 21,012,621 ações. Os maiores acionistas incluem VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTRIX - Vanguard International Value Fund Investor Shares, NYVTX - Davis New York Venture Fund Class A, TROSX - T. Rowe Price Overseas Stock Fund, PRITX - T. Rowe Price International Stock Fund, IEFA - iShares Core MSCI EAFE ETF, TRIGX - T. Rowe Price International Value Equity Fund, EFA - iShares MSCI EAFE ETF, DFIV - Dimensional International Value ETF, and TRWAX - Transamerica International Equity A .

Julius Bär Gruppe AG (SWX:BAER) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

The share price as of February 27, 2026 is 65.60 / share. Previously, on March 3, 2025, the share price was 61.64 / share. This represents an increase of 6.42% over that period.

CH:BAER / Julius Bär Gruppe AG Institutional Ownership
Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

Frequência de Atualização: Diariamente

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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2025-09-25 NP TIER - T. Rowe Price International Equity Research ETF 205 14
2025-09-26 NP DAACX - Diversified Equity Fund 264 18
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,468 0.00 4,159 4.34
2025-09-25 NP VTRIX - Vanguard International Value Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,594,605 32.08 107,898 37.82
2025-09-26 NP DWLD - Davis Select Worldwide ETF 248,824 0.00 16,916 5.40
2025-09-25 NP BBIN - JPMorgan BetaBuilders International Equity ETF 59,902 3.13 4,053 7.62
2025-09-26 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 9,063 -21.98 616 -17.76
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47,004 0.00 3,180 4.33
2025-09-26 NP FHLFX - Fidelity Series International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,108 2.45 481 6.90
2025-09-24 NP CRBN - iShares MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,483 99.69 303 108.97
2025-09-26 NP RTIYX - Multifactor International Equity Fund Class Y 857 0.00 58 3.64
2025-09-26 NP FSGEX - Fidelity Series Global ex U.S. Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 378,684 0.08 25,623 4.43
2025-09-26 NP DGFAX - Davis Global Fund Class A 453,864 -1.56 30,855 3.75
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66,248 0.00 4,483 4.33
2025-09-25 NP VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 442,776 4.81 29,960 9.36
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va International Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,364 0.00 1,446 4.33
2025-09-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 96,223 5.10 6,511 9.65
2025-09-26 NP NYVTX - Davis New York Venture Fund Class A 1,562,940 0.00 106,255 5.39
2025-09-24 NP TOK - iShares MSCI Kokusai ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 676 0.00 46 4.65
2025-09-24 NP IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,349,623 3.02 91,321 7.49
2025-09-25 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 108,399 0.90 7,371 5.91
2025-09-24 NP DAINX - Dunham International Stock Fund Class A 1,207 82
2025-09-17 NP GIIAX - Nationwide International Index Fund Class A 8,523 -6.57 573 -2.55
2025-09-25 NP VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 164,234 12.86 11,113 17.76
2025-09-26 NP EPIN - Harbor International Equity ETF 920 63
2025-09-26 NP SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 227 -40.42 15 -37.50
2025-09-24 NP INTF - iShares Edge MSCI Multifactor Intl ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,251 7.51 2,182 12.19
2025-09-25 NP TOUS - T. Rowe Price International Equity ETF 83,097 17.33 5,623 22.43
2025-09-26 NP SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 10,692 2.66 727 8.20
2025-09-25 NP TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,648 3.23 248 8.77
2025-09-26 NP FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,076 10.57 2,712 15.36
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38,336 0.00 2,594 4.30
2025-09-24 NP SFNNX - Schwab Fundamental International Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,425 0.00 1,450 4.32
2025-09-25 NP IQDF - FlexShares International Quality Dividend Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,298 2.33 1,720 7.43
2025-09-24 NP ACWX - iShares MSCI ACWI ex U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,890 0.00 3,037 4.33
2025-09-24 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 177,176 -0.14 11,988 4.20
2025-09-25 NP Dfa Investment Trust Co - The Dfa International Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 495,321 2.81 33,516 7.27
2025-09-25 NP ESGG - FlexShares STOXX Global ESG Impact Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 363 0.00 25 4.35
2025-09-25 NP IQDY - FlexShares International Quality Dividend Dynamic Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,165 234.36 555 251.27
2025-09-25 NP RPGAX - T. Rowe Price Global Allocation Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,691 -26.68 317 -23.43
2025-09-24 NP IEUR - iShares Core MSCI Europe ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 102,179 14.17 6,914 19.13
2025-09-24 NP EFV - iShares MSCI EAFE Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 382,913 64.78 25,910 71.95
2025-09-29 NP AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 139 0.00 9 0.00
2025-09-25 NP GAOAX - JPMorgan Global Allocation Fund Class A 1,831 1.10 124 5.13
2025-09-25 NP WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3,622 -2.61 245 1.66
2025-09-24 NP GLOF - iShares Edge MSCI Multifactor Global ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,102 8.89 75 13.85
2025-09-25 NP TROSX - T. Rowe Price Overseas Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,449,479 -28.61 98,078 -25.51
2025-09-26 NP DIISX - BNY Mellon International Stock Index Fund Investor Shares 3,469 -3.96 236 1.29
2025-09-25 NP DFSI - Dimensional International Sustainability Core 1 ETF 12,878 10.92 876 16.36
2025-09-26 NP EDIAX - Eaton Vance Global Income Builder Fund Class A 0 -100.00 0 -100.00
2025-09-26 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 1,407 12.29 95 17.28
2025-09-24 NP EFA - iShares MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 706,453 1.08 47,802 5.47
2025-09-26 NP FXINX - Fidelity Flex International Focused Index Fund 393 27
2025-09-25 NP DADIX - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 9,334 632
2025-09-24 NP PINZX - Overseas Fund (f/k/a International Value Fund I) Institutional Class 199,282 -27.11 13,484 -23.94
2025-09-24 NP EFG - iShares MSCI EAFE Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 98,874 -33.70 6,690 -30.82
2025-09-25 NP VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 498,286 7.93 33,716 12.62
2025-09-26 NP DRFAX - Davis Research Fund Class A 27,290 0.00 1,855 5.40
2025-09-26 NP DFNL - Davis Select Financial ETF 172,006 2.66 11,694 8.20
2025-09-26 NP TCIEX - TIAA-CREF International Equity Index Fund Institutional Class 344,534 4.28 23,313 8.81
2025-09-25 NP DFIV - Dimensional International Value ETF 543,196 29.25 36,938 35.66
2025-09-26 NP FSGGX - Fidelity Global ex U.S. Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89,767 7.19 6,074 11.86
2025-09-25 NP DFIC - Dimensional International Core Equity 2 ETF 155,388 5.25 10,566 10.47
2025-09-25 NP DFALX - Large Cap International Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 92,739 0.00 6,275 4.36
2025-09-29 NP PXF - Invesco FTSE RAFI Developed Markets ex-U.S. ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,077 -9.20 1,156 -5.64
2025-09-26 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 14,827 -32.68 1,008 -29.08
2025-09-26 NP DILAX - Davis International Fund Class A 139,590 -1.41 9,490 3.90
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,427 0.00 2,871 4.33
2025-09-24 NP SWISX - Schwab International Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 126,444 -0.75 8,556 3.56
2025-09-25 NP PIEQX - T. Rowe Price International Equity Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,433 16.35 1,247 21.42
2025-09-24 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 275,555 8.43 18,645 13.14
2025-09-25 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 481,122 0.00 32,555 4.34
2025-09-25 NP PRITX - T. Rowe Price International Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,444,562 -23.17 97,745 -19.84
2025-09-22 NP TRWAX - Transamerica International Equity A 515,154 -0.90 35,022 4.44
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 142,240 5.60 9,625 10.18
2025-09-26 NP RTNAX - Tax-Managed International Equity Fund Class A 153,420 0.00 10,320 4.32
2025-09-29 NP CAMIX - Cambiar International Equity Fund Investor Class Shares 36,000 -2.70 2,436 2.05
2025-09-24 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58,517 -2.33 3,960 1.90
2025-09-25 NP MFWTX - MFS Global Total Return Fund A 61,338 -0.96 4,126 3.30
2025-09-25 NP TRIGX - T. Rowe Price International Value Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,026,662 2.88 69,468 7.35
2025-09-26 NP AAIEX - American Beacon International Equity Fund Institutional Class 0 -100.00 0 -100.00
2025-09-25 NP DFAI - Dimensional International Core Equity Market ETF 118,911 8.44 8,086 13.82
2025-09-26 NP RINYX - International Developed Markets Fund Class Y 51,203 0.00 3,444 4.33
2025-09-25 NP PQDMX - PGIM QMA International Developed Markets Index Fund Class R6 446 0.00 30 7.14
2025-09-26 NP FITFX - Fidelity Flex International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,576 -3.38 1,392 0.87
2025-09-25 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,953,113 2.60 199,820 7.06
2025-09-25 NP DVRAX - MFS Global Alternative Strategy Fund A 0 -100.00 0 -100.00
2025-09-25 NP DXIV - Dimensional International Vector Equity ETF 1,420 14.06 97 20.00
2025-09-24 NP EUFN - iShares MSCI Europe Financials ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 291,486 19.43 19,723 24.62
2025-09-25 NP HFXI - IQ 50 Percent Hedged FTSE International ETF 10,620 -0.73 722 4.18
2025-09-25 NP MWEFX - MFS Global Equity Fund A 128,026 -3.11 8,612 1.04
2025-09-26 NP FNIDX - Fidelity International Sustainability Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,064 4.64 478 9.15
2025-09-23 NP GCINX - Green Century MSCI International Index Fund Individual Investor Class 7,024 -2.25 475 2.15
2025-09-25 NP BBEU - JPMorgan BetaBuilders Europe ETF 68,501 -7.75 4,635 -3.74
2025-09-26 NP DINT - Davis Select International ETF 147,668 -1.82 10,039 3.47
2025-09-26 NP FIONX - Fidelity SAI International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81,514 -1.78 5,516 2.49
Other Listings
GB:0QO6 66,04 CHF
IT:1BAER 72,50 €
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