0QO6 - Julius Bär Gruppe AG Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (LSE)

Julius Bär Gruppe AG
GB ˙ LSE ˙ CH0102484968
58,21 CHF ↓ -0,79 (-1,33%)
2026-03-19
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 92 total, 92 long only, 0 short only, 0 long/short - change of -69,23% MRQ
Del pris 58,21
Gennemsnitlig porteføljeallokering 0.4587 % - change of 12,10% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 21.004.098 - 10,25% (ex 13D/G) - change of -24,31MM shares -53,64% MRQ
Institutionel værdi (lang) $ 1.422.417 USD ($1000)
Institutionelt ejerskab og aktionærer

Julius Bär Gruppe AG (GB:0QO6) har 92 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 21,004,098 aktier. Største aktionærer omfatter 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 (LSE:0QO6) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 19, 2026 is 58,21 / share. Previously, on March 21, 2025, the share price was 62,32 / share. This represents a decline of 6,59% over that period.

GB:0QO6 / Julius Bär Gruppe AG Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
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 TIER - T. Rowe Price International Equity Research ETF 205 14
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
2025-09-26 NP DAACX - Diversified Equity Fund 264 18
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
2025-09-25 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
2025-09-26 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 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 DADIX - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 9.334 632
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
2025-09-24 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 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
2025-09-26 NP DRFAX - Davis Research Fund Class A 27.290 0,00 1.855 5,40
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
2025-09-26 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 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
2025-09-25 NP DFIC - Dimensional International Core Equity 2 ETF 155.388 5,25 10.566 10,47
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
2025-09-25 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
2025-09-24 NP DAINX - Dunham International Stock Fund Class A 1.207 82
2025-09-26 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 14.827 -32,68 1.008 -29,08
2025-09-25 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 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
2025-09-26 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
2025-09-24 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
2025-09-26 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
2025-09-25 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
2025-09-26 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
2025-09-22 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
2025-09-25 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 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
2025-09-24 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
2025-09-25 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
2025-09-24 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 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
2025-09-25 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
2025-09-26 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
2025-09-25 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
2025-09-23 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
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
Other Listings
CH:BAER 55,62 CHF
AT:BAER 61,24 €
IT:1BAER 68,00 €
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