Julius Baer Group Ltd.-Un ADRJBAXY
13F holders, Q1 2025 (March 31)9holders +1
1new positions
0sold out
$13.75avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Henry James International Management Inc. ($1.0M), Rhumbline Advisers ($652K) and Sterling Capital Management LLC ($323K).
- Company
- Julius Baer Group Ltd.-Un ADR
- CUSIP
- 48137C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $549 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 10,206 shares bought and 5,243 shares sold, net +4,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Henry James International Management Inc. | 0.36% | No change | 76,141 | $1.0M |
| Rhumbline Advisers | 0.00% | Add +24.4% | 47,417 | $652K |
| Sterling Capital Management LLC | 0.01% | Reduce -18.2% | 23,547 | $323K |
| GAMMA Investing LLC | 0.01% | Add +16.1% | 5,992 | $82K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 1,977 | $27K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 1,600 | $22K |
| Hantz Financial Services, Inc. | 0.00% | No change | 578 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Add +15.2% | 333 | $5K |
| Brooklyn Investment Group | 0.00% | New | 40 | $549 |
"% 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.