Julius BAER Gruppe AG
BAER · Financials · 
Switzerland
Julius BAER Gruppe AG (BAER) is a Swiss company in the Financials sector. The stock has its largest weight in ZPD3 (S&P Global Dividend Aristocrats), at 0.66%. Anyone who holds an ETF containing Julius BAER Gruppe also has an indirect stake in the company.
Data and Charts: Julius BAER Gruppe
Key Data for Julius BAER Gruppe
Alysly Data Analysis: Julius BAER Gruppe
What ETF Is Julius BAER Gruppe In?
Julius BAER Gruppe has very high ETF coverage and is held by 24 of the 104 ETFs we track, which together follow 9 indices. That puts the stock in more ETFs than 90.5% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| ZPD3 | S&P Global Dividend Aristocrats | 0.66% | €6.62 |
| SPYE | MSCI Europe | 0.13% | €1.32 |
| XMEU / XIEE | MSCI Europe | 0.13% | €1.26 |
| IMEA | MSCI Europe | 0.12% | €1.20 |
| XDWF | MSCI World Financials | 0.12% | €1.19 |
| X600 / XESU | STOXX Europe 600 | 0.12% | €1.15 |
| XSX6 / XSX7 | STOXX Europe 600 | 0.11% | €1.15 |
| EXSA | STOXX Europe 600 | 0.11% | €1.10 |
| WFIN | MSCI World Financials | 0.11% | €1.08 |
| EXUS / EXU1 | MSCI World ex USA | 0.07% | €0.71 |
| SWWD | MSCI World | 0.02% | €0.23 |
| SPPW | MSCI World | 0.02% | €0.23 |
| EUNL | MSCI World | 0.02% | €0.20 |
| IUSQ | MSCI ACWI | 0.02% | €0.20 |
| XDWD / XDWL | MSCI World | 0.02% | €0.19 |
| WIMI | MSCI World IMI | 0.02% | €0.18 |
| SPYY | MSCI ACWI | 0.02% | €0.17 |
| SPYI / SPSA | MSCI ACWI IMI | < 0.01% | < €0.05 |
The last column shows how much of €1,000 in one of these funds goes to Julius BAER Gruppe, based on each fund's latest holdings list.
US-listed ETFs holding Julius BAER Gruppe (weight per latest SEC filing): VXUS 0.04%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Julius BAER Gruppe Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Julius BAER Gruppe had a weight of 0.02% on Sep 30, 2019 and 0.02% on Oct 30, 2026. The fund tracks the MSCI World. Its share peaked at 0.03% on Dec 31, 2019. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Julius BAER Gruppe overlaps with the rest of a portfolio.
Stocks With ETF Exposure Similar to Julius BAER Gruppe
| Stock | Shared ETFs | r |
|---|---|---|
| Julius BAER Gruppe | – | – |
| Swiss Life Holding | 23 | – |
| UBS Group | 23 | – |
 Legal and General Group | 24 | – |
 Partners Group Holding | 24 | – |
| Aviva | 23 | – |
| London Stock Exchange Group | 23 | – |
| Investor | 23 | – |
| Wise Group | 23 | – |
These stocks reach a portfolio through largely the same funds as Julius BAER Gruppe. “Shared ETFs” counts the funds that hold both.
