SEC 13F Intelligence

JULIUS BAER GROUP LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

CUSIP 48137C108

Julius Baer Group Ltd Fsponsored Adr 1 Adr Reps 0.2 Ord Shs has 8 institutional holders in Filings Flow’s 13F database, together reporting 152.4K shares worth $2M as of Q1 2026. The largest reported holders are Henry James International Management Inc., Rhumbline Advisers, and Gamma Investing LLC.

Institutional Holders
8
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 8Q4 ’18Q1 ’19: 10Q2 ’19: 10Q2 ’19Q3 ’19: 9Q2 ’21: 9Q2 ’21Q4 ’21: 7Q4 ’22: 4Q4 ’22Q4 ’25: 10Q1 ’26: 8Q1 ’26Q2 ’26: 2filingsflow.com
Total reported value
Q4 ’18: $13MQ4 ’18Q1 ’19: $23MQ2 ’19: $27MQ2 ’19Q3 ’19: $28MQ2 ’21: $50MQ2 ’21Q4 ’21: $6MQ4 ’22: $3MQ4 ’22Q4 ’25: $2MQ1 ’26: $2MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Henry James International Management Inc.$334M AUM0.39%$1M75.1KQ2 2026
GAMMA Investing LLC$2.7B AUM0.01%$180,55510.5KQ2 2026
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.01%$24,9921.6KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M67.9KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$7,694515Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$54735Q4 2025OLDER
Ancora Advisors LLC$4.7B AUM0.00%$33923Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6,770459Q1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$151Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.