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Company / strategic investorRegistered location :ZürichGroup :Julius Bär Gruppe AG

Julius Bär Invest AGDeclared Swiss shareholdings

Julius Bär Invest AG: 1 Swiss companies with a declared holding, including creINVEST AG. Latest filing: 30.07.2009.

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Estimated value (CHF)
…
Swiss companies held
1
Largest position
49,75 %
creINVEST AG
12-month trend
Not determinable
0 rate rises · 0 rate falls
Latest filing
30.07.2009
Active since 2005

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

creINVEST AG

49,75 %30.07.2009
How to read these figures?

Rates come from the 8 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.

Disclosure behaviour

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

90 days · Upward crossings

0

visible history: 6

90 days · Downward crossings

0

visible history: 0

First disclosure: 27.04.2005Last disclosure: 30.07.2009

Nature of disclosed positions

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

Equity holdings
7
Rights / derivatives
1

Latest shareholding disclosures

PurchaseShareholdings

creINVEST AG

Julius Bär Invest AG · Group of shareholders

49.75%Voting rights acquired30.07.2009
PurchaseShareholdings

creINVEST AG

Julius Bär Invest AG · Group of shareholders

50.004%Voting rights acquired04.07.2009
PurchaseShareholdings

creINVEST AG

Julius Bär Invest AG · Group of shareholders

41.19%Voting rights acquired02.07.2009
Show 5 older disclosures
Below thresholdShareholdings

GAM Holding AG

Julius Bär Invest AG · Group of shareholders

5%Below threshold01.12.2005
Below thresholdShareholdings

GAM Holding AG

Julius Bär Invest AG · Group of shareholders

5%Below threshold01.12.2005
PurchaseShareholdings

GAM Holding AG

Julius Bär Invest AG · Group of shareholders

7.82%Voting rights acquired17.10.2005
PurchaseShareholdings

GAM Holding AG

Julius Bär Invest AG · Group of shareholders

13.81%Voting rights acquired09.05.2005
PurchaseShareholdings

GAM Holding AG

Julius Bär Invest AG · Group of shareholders

7%Voting rights acquired27.04.2005

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Management purchases in this portfolio

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

    Common questions

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

    creINVEST AG.

    What is Julius Bär Invest AG’s latest disclosure?

    The latest available disclosure was published on 30.07.2009 and concerns creINVEST AG. Threshold disclosures do not describe every purchase or sale.

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    Recent insider purchases

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    Insider barometer

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    These signals are not investment advice.