Julius Baer Group Ltd.-Un ADRJBAXY

13F holders, Q1 2024 (March 31)
7holders
$11.56avg. 13F price*

At the end of Q1 2024, 7 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings. The largest holders were Rhumbline Advisers ($334K), Henry James International Management Inc. ($152K) and Paradigm Asset Management Co. LLC ($24K).

Company
Julius Baer Group Ltd.-Un ADR
CUSIP
48137C108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 7Q1 2024Q2 2024: 9Q2 2024Q3 2024: 8Q3 2024Q4 2024: 8Q4 2024Q1 2025: 9Q1 2025Q2 2025: 9Q2 2025Q3 2025: 7Q3 2025Q4 2025: 10Q4 2025Q1 2026: 8Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$10K
Exits0$0

Ownership 7 holders

Rhumbline Advisers 0.00% Add +34.3% 28,934 $334K
Henry James International Management Inc. 0.05% Add +1.3% 13,165 $152K
Paradigm Asset Management Co. LLC 0.01% No change 2,100 $24K
PNC Financial Services Group, Inc. 0.00% Reduce -22.4% 1,928 $22K
GAMMA Investing LLC 0.00% Add +58.7% 911 $11K
Front Row Advisors LLC 0.00% New 889 $10K
Hantz Financial Services, Inc. 0.00% No change 578 $7K

"% of holder's portfolio" is JBAXY's weight in each manager's 13F, not the share of Julius Baer Group Ltd.-Un ADR the manager owns.