Julius Baer Group Ltd.-Un ADRJBAXY
13F holders, Q3 2025 (September 30)7holders −2
0new positions
1sold out
$13.82avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were Henry James International Management Inc. ($955K), Rhumbline Advisers ($654K) and GAMMA Investing LLC ($76K).
- Company
- Julius Baer Group Ltd.-Un ADR
- CUSIP
- 48137C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $364 |
All 13F filers, Q2 2025 → Q3 2025: 1,978 shares bought and 7,637 shares sold, net −5,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Henry James International Management Inc. | 0.29% | Reduce -9.2% | 69,141 | $955K |
| Rhumbline Advisers | 0.00% | Add +1.6% | 47,279 | $654K |
| GAMMA Investing LLC | 0.00% | Add +15.4% | 5,521 | $76K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 1,600 | $22K |
| Hantz Financial Services, Inc. | 0.00% | No change | 578 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -51.9% | 565 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Add +2761.1% | 515 | $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.