Julius Baer Group Ltd.-Un ADRJBAXY
13F holders, Q2 2025 (June 30)9holders
1new positions
1sold out
$13.46avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Henry James International Management Inc. ($1.0M), Rhumbline Advisers ($626K) and GAMMA Investing LLC ($64K).
- Company
- Julius Baer Group Ltd.-Un ADR
- CUSIP
- 48137C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $245 |
| Exits | 1 | $323K |
All 13F filers, Q1 2025 → Q2 2025: 18 shares bought and 26,720 shares sold, net −26,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Henry James International Management Inc. | 0.34% | No change | 76,141 | $1.0M |
| Rhumbline Advisers | 0.00% | Reduce -1.9% | 46,537 | $626K |
| GAMMA Investing LLC | 0.00% | Reduce -20.2% | 4,782 | $64K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 1,600 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -40.6% | 1,175 | $16K |
| Hantz Financial Services, Inc. | 0.00% | No change | 578 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -80.5% | 65 | $874 |
| Brooklyn Investment Group | 0.00% | Reduce -32.5% | 27 | $364 |
| Salomon & Ludwin, LLC | 0.00% | New | 18 | $245 |
"% 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.