BAER - Julius Bär Gruppe AG Akcje - cena akcji, własność instytucjonalna, akcjonariusze (SWX)

Julius Bär Gruppe AG
CH ˙ SWX ˙ CH0102484968
59,40 CHF ↓ -1,32 (-2,17%)
2026-03-13
CENA AKCJI
Podstawowe statystyki
Właściciele instytucjonalni 93 total, 93 long only, 0 short only, 0 long/short - change of -69,10% MRQ
Cena akcji 59,40
Średnia alokacja portfela 0.4546 % - change of 11,39% MRQ
Akcje zaległe shares (source: Capital IQ)
Akcje instytucjonalne (długie) 21 012 621 - 10,25% (ex 13D/G) - change of -24,41MM shares -53,74% MRQ
Wartość instytucjonalna (długa) $ 1 422 990 USD ($1000)
Własność instytucjonalna i akcjonariusze

Julius Bär Gruppe AG (CH:BAER) posiada 93 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 21,012,621 akcji. Do największych akcjonariuszy należą 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) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

The share price as of March 13, 2026 is 59,40 / share. Previously, on March 17, 2025, the share price was 61,56 / share. This represents a decline of 3,51% over that period.

CH:BAER / Julius Bär Gruppe AG Institutional Ownership
Ocena sentymentu funduszu

Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.

Częstotliwość aktualizacji: codziennie

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Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)		 Akcje Akcje; Δ 
(%)		 Zgłoszono
Wartość
($1000)		 Wartość; Δ 
(%)		 Przydział portu
(%)
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
AT:BAER 65,64 €
GB:0QO6 59,81 CHF
IT:1BAER 68,00 €
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