Julius Baer Group Ltd.-Un ADRJBAXY
13F holders, Q4 2024 (December 31)8holders
0new positions
0sold out
$12.89avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Henry James International Management Inc. ($980K), Rhumbline Advisers ($491K) and Sterling Capital Management LLC ($373K).
- Company
- Julius Baer Group Ltd.-Un ADR
- CUSIP
- 48137C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 66,399 shares bought and 787 shares sold, net +65,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Henry James International Management Inc. | 0.35% | Add +498.7% | 76,141 | $980K |
| Rhumbline Advisers | 0.00% | Add +0.8% | 38,125 | $491K |
| Sterling Capital Management LLC | 0.01% | Reduce -2.0% | 28,786 | $373K |
| GAMMA Investing LLC | 0.01% | Add +92.0% | 5,162 | $66K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.6% | 1,981 | $26K |
| Paradigm Asset Management Co. LLC | 0.01% | Reduce -11.1% | 1,600 | $21K |
| Hantz Financial Services, Inc. | 0.00% | No change | 578 | $7K |
| First Horizon Advisors, Inc. | 0.00% | No change | 289 | $4K |
"% 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.