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Company / strategic investorRegistered location :8001 Zürich

Julius Bär Gruppe AGDeclared Swiss shareholdings

Julius Bär Gruppe AG: 2 Swiss companies with a declared holding, including Julius Bär Gruppe AG, Charles Vögele Holding AG. Latest filing: 25.02.2025.

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Estimated value (CHF)
…
Swiss companies held
2
Largest position
3,61 %
Julius Bär Gruppe AG
12-month trend
Not determinable
0 rate rises · 0 rate falls
Latest filing
25.02.2025
Active since 2011

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Julius Bär Gruppe AG

3,61 %25.02.2025

Charles Vögele Holding AG

1,84 %27.09.2013
How to read these figures?

Rates come from the 30 official filings published by SIX Exchange Regulation. A filing is only required when a threshold is crossed (3, 5, 10, 15, 20, 25, 33⅓, 50, 66⅔%): the actual position may have changed since.

Estimated value = shares held per the latest filing × latest CHF closing price. It is an indicative order of magnitude: the position may have changed without a new threshold being crossed, and holdings without a share count or a CHF price are not valued. Each company's mini-chart traces the successive declared rates.

This profile shows only what the declarant published. No external data is added to it.

Group structure

Shareholding disclosures are often filed jointly by several entities of the same group. The registry links them together: "Controls" lists the group entities declared alongside this shareholder, "Controlled by" the head entities. The figure is the number of joint disclosures, followed by the date of the most recent one.

Show group structure2 controls

Controls

Group entities linked to this shareholder in joint disclosures.

This mapping reflects observed disclosures; it does not necessarily indicate permanent legal control.

Disclosure behaviour

Upward and downward threshold crossings show direction, without measuring daily trades below legal thresholds.

90 days · Upward crossings

0

visible history: 24

90 days · Downward crossings

0

visible history: 5

First disclosure: 25.08.2011Last disclosure: 25.02.2025

Nature of disclosed positions

Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.

Equity holdings
29
Rights / derivatives
18
Sale positions
64
Securities lending
16

Latest shareholding disclosures

PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.608%Voting rights acquired25.02.2025
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.825%Voting rights acquired20.02.2018
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.334%Voting rights acquired15.02.2018
Show 27 older disclosures
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.966%Voting rights acquired08.12.2017
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.095%Voting rights acquired30.11.2017
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.998%Voting rights acquired24.11.2017
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.009%Voting rights acquired24.03.2017
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.991%Voting rights acquired15.03.2017
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.006%Voting rights acquired10.03.2017
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.986%Voting rights acquired04.03.2017
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.02%Voting rights acquired18.01.2017
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.971%Voting rights acquired16.12.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.024%Voting rights acquired21.09.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.947%Voting rights acquired20.09.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.008%Voting rights acquired17.09.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.89%Voting rights acquired05.07.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.012%Voting rights acquired02.07.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.967%Voting rights acquired09.06.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.028%Voting rights acquired08.06.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

2.76%Voting rights acquired19.02.2016
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Single shareholder

3.03%Voting rights acquired11.02.2016
SaleShareholdings

Charles Vögele Holding AG

Julius Bär Gruppe AG · Single shareholder

1.84%Voting rights sold27.09.2013
SaleShareholdings

Charles Vögele Holding AG

Julius Bär Gruppe AG · Single shareholder

5.24%Voting rights sold23.04.2013
PurchaseShareholdings

Charles Vögele Holding AG

Julius Bär Gruppe AG · Single shareholder

3.668%Voting rights acquired23.03.2013
SaleShareholdings

Charles Vögele Holding AG

Julius Bär Gruppe AG · Single shareholder

5.13%Voting rights sold14.03.2013
SaleShareholdings

Charles Vögele Holding AG

Julius Bär Gruppe AG · Single shareholder

4.86%Voting rights sold19.02.2013
SaleShareholdings

Charles Vögele Holding AG

Julius Bär Gruppe AG · Single shareholder

5.25%Voting rights sold15.02.2013
Below thresholdShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Group of shareholders

3%Below threshold26.06.2012
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Group of shareholders

5.02%Voting rights acquired07.02.2012
PurchaseShareholdings

Julius Bär Gruppe AG

Julius Bär Gruppe AG · Group of shareholders

3.02%Voting rights acquired25.08.2011

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    These figures aggregate public disclosures. They are not investment advice.

    Common questions

    Which Swiss companies are in Julius Bär Gruppe AG’s disclosed portfolio?

    Julius Bär Gruppe AG, Charles Vögele Holding AG.

    What is Julius Bär Gruppe AG’s latest disclosure?

    The latest available disclosure was published on 25.02.2025 and concerns Julius Bär Gruppe AG. Threshold disclosures do not describe every purchase or sale.

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    Recent insider purchases

    What are insiders doing at companies disclosed by this shareholder?

    All purchases this week

    Insider barometer

    Compare insider purchases and sales across the Swiss stock exchange over 30 days.

    View the Swiss barometer

    These signals are not investment advice.