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Significant Shareholders

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.*:

Purchase positions
Sale positions
Publication date
total percentage in
voting rights
total percentage in
voting rights
MFS Investment Management9.9834 %-04.01.2014
BlackRock Inc.5.08 %0.07 %05.05.2017
Harris Associates L.P.4.95 %02.12.2016
Wellington Management Group LLP4.94%-12.07.2017
Invesco Ltd.3.34 %-09.03.2017
Julius Baer Group Ltd.3.0093 %-24.03.2017

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Alexander Van Leeuwen
  • Alexander van Leeuwen
  • Investor Relations
  • Head Investor Relations
  • Tel: +41 (0)58 888 5256
  • > Send Email

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Valeria Ancarani
  • Jan Vonder Muehll
  • Global Media Relations
  • Head Media Relations
  • Tel: +41 (0)58 888 8888
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