Julius Baer Group Ltd (BAERN) Ownership - Who Owns Julius Baer Group Ltd?
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Julius Baer Group Ltd (BAERN) Ownership Overview
- 17.81% Mutual Funds
- <0.01% Other Institutional Investors
- 17.03% ETFs
- 65.15% Public Companies and Individual Investors
The ownership structure of Julius Baer Group Ltd (MX:BAERN) stock is a mix of institutional, retail, and individual investors. Approximately 34.85% of the company’s stock is owned by Institutional Investors, and 65.15% is owned by Public Companies and Individual Investors.
The ownership structure of Julius Baer Group Ltd (MX:BAERN) stock is a mix of institutional, retail, and individual investors. Approximately 34.85% of the company’s stock is owned by Institutional Investors, and 65.15% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| May 27, 2026 | Unnamed Swiss Director (e) | CHF407,713 | |
| Nov 24, 2025 | Unnamed Swiss Director (n) | CHF27,637 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Ubs | 9,831,263 | Institution | 4.77% | 524,212,774 |
| Ishares | 9,579,623 | Institution | 4.65% | 510,795,078 |
| Dodge & Cox Funds | 8,478,000 | Institution | 4.12% | 452,055,438 |
| Vanguard | 7,573,996 | Institution | 3.68% | 403,853,041 |
| Mfs Series Trust X | 4,163,931 | Institution | 2.02% | 222,024,965 |
| Vanguard Star Funds | 3,023,374 | Institution | 1.47% | 161,209,325 |
| Mfs Series Trust X | 2,335,920 | Institution | 1.13% | 124,553,590 |
| Davis New York Venture Fund Inc | 2,189,274 | Institution | 1.06% | 116,734,279 |
| Vanguard Tax-managed Funds | 1,999,523 | Institution | 0.97% | 106,616,566 |
| Vanguard Trustees' Equity Fund | 1,774,797 | Institution | 0.86% | 94,633,951 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Dodge & Cox Funds | 8,478,000 | Institution | 4.12% | 452,055,438 |
| Mfs Series Trust X | 4,163,931 | Institution | 2.02% | 222,024,965 |
| Vanguard Star Funds | 3,023,374 | Institution | 1.47% | 161,209,325 |
| Mfs Series Trust X | 2,335,920 | Institution | 1.13% | 124,553,590 |
| Davis New York Venture Fund Inc | 2,189,274 | Institution | 1.06% | 116,734,279 |
| Vanguard Tax-managed Funds | 1,999,523 | Institution | 0.97% | 106,616,566 |
| Vanguard Trustees' Equity Fund | 1,774,797 | Institution | 0.86% | 94,633,951 |
| Dfa Investment Dimensions Group Inc | 1,163,853 | Institution | 0.56% | 62,057,806 |
| Vanguard International Equity Index Funds | 1,161,228 | Institution | 0.56% | 61,917,838 |
| Bridge Builder Trust | 1,027,082 | Institution | 0.50% | 54,765,039 |
FAQ
What percentage of Julius Baer Group Ltd (MX:BAERN) stock is held by institutional investors?
According to the latest TipRanks data, approximately 34.85% of Julius Baer Group Ltd (MX:BAERN) stock is held by institutional investors: 17.81% by mutual funds, 17.03% by ETFs and <0.01% by other institutional investors.
What percentage of Julius Baer Group Ltd (MX:BAERN) stock is held by retail investors?
According to the latest TipRanks data, approximately 65.15% of Julius Baer Group Ltd (MX:BAERN) stock is held by public companies and individual investors.
Who owns the most shares of Julius Baer Group Ltd (MX:BAERN)?
UBS owns the most shares of Julius Baer Group Ltd (MX:BAERN).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.
