Julius Baer Group Ltd

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JBAXY·48137C108·US·ADR·Financial Services - Asset Management

JBAXY (Julius Baer Group Ltd) is held by 3 institutional investors as of Q2 2026. Largest holders: RHUMBLINE ADVISERS ($1.3M), PNC FINANCIAL SERVICES GROUP, INC. ($13,861), First Command Advisory Services, Inc. ($138). Net institutional sentiment: Bullish.

3

Holders

(1 Elite)

$1.3M

Total Value

100% (3)

Consensus

3 buying - 0 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)52

Insider (Form 4)36

Activist (13D/13G)76

Congressional (STOCK Act)40

Holder Quality

15

★★★★★

Elite

15

★★★★

Strong

23

★★★

Solid

61

★★

Below

64

★

Weak

Held by 3 funds

1 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for JBAXY.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RHUMBLINE ADVISERS	Increased	73,749(+8.5%)	$1.3M	0.0%	+42.73%	28
PNC FINANCIAL SERVICES GROUP, INC.	Increased	804(+75.2%)	$13,861	0.0%	+40.86%	18
First Command Advisory Services, Inc.	New	8	$138	0.0%	+8.24%	17

JBAXYJulius Baer Group Ltd

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer