JULIUS BAER GROUP LTD UN ADR
JBAXY·48137C108·US·adr·Financial Services - Asset Management
JBAXY (JULIUS BAER GROUP LTD UN ADR) is held by 2 institutional investors as of Q1 2026. Largest holders: RHUMBLINE ADVISERS ($1M), PNC FINANCIAL SERVICES GROUP, INC. ($6,770). Net institutional sentiment: Mixed.
2
Holders
Avg rating(1 Elite)
$1M
Total Value
50% (2)
Fund Consensus
1 buying - 1 selling
Smart Money Verdict39Weak MomentumSingle Source
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See how JBAXY's score breaks down across 4 SEC sources
Held by 2 funds
1 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 67,944(+3.7%) | $1M | 0.0% | +34.85% | 26 | |
Decreased | 459(-1.5%) | $6,770 | 0.0% | +67.38% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer