Shareholdings in companies that are domiciled in Switzerland and have at least a portion of their shares listed in Switzerland must be reported to the company in question and the SIX Swiss Exchange if the shareholdings exceed, fall below or reach certain thresholds. The thresholds are 3%, 5%, 10%, 15%, 20%, 25%, 33 1/3%, 50% and 66 2/3% of the voting rights.
Based on notifications received by Julius Baer Group Ltd. each of the following shareholders holds more than 3% of the voting rights in Julius Baer Group Ltd.:
| Shareholder(s)/group | Purchase positions | Sale positions | Publication date |
| total percentage in voting rights | total percentage in voting rights | ||
| MFS Investment Management | 9.9834% | 04.01.2014 | |
| BlackRock Inc. | 5.06% | 0.004% | 30.06.2021 |
| UBS Fund Management (Switzerland) AG | 5.02% | 14.02.2024 | |
| T. Rowe Price Associates Inc. | 4.933% | 03.06.2025 | |
| Julius Baer Group Ltd. | 3.608% | 3.445% | 25.02.2025 |
| Pzena Investment Management, LCC | 3.01% | 26.03.2025 |