Julius BAER Gruppe AG

BAER · Financials · Switzerland Switzerland

Julius BAER Gruppe AG (BAER) is a company in the Financials sector, based in Switzerland. The stock is held in 23 ETFs we track – with its largest weight of 0.14 % in SPYE (msci-europe). Anyone holding one of these ETFs also owns a small indirect stake in Julius BAER Gruppe.

Very high ETF coverage: 23 of the 95 ETFs we cover hold Julius BAER Gruppe, spread across 8 indices. That puts the stock in more ETFs than 90.2 % of the 4,334 stocks we cover.

Held in23 ETFs
Highest weight0.14 %
Indices8
SectorFinancials
CountrySwitzerland
ISINCH0102484968

Data note 1

Held in these ETFs

Held in these ETFs
ETFIndexWeightper €1,000 in the ETF
SPYEmsci-europe0.14 %€1.40
IMEAmsci-europe0.13 %€1.30
XMEU / XIEEmsci-europe0.13 %€1.30
EXSAstoxx-6000.12 %€1.20
X600 / XESUstoxx-6000.12 %€1.20
XDWFmsci-world-financials0.12 %€1.20
XSX6 / XSX7stoxx-6000.12 %€1.20
WFINmsci-world-financials0.11 %€1.10
EXUS / EXU1msci-world-ex-usa0.07 %€0.70
SWWDmsci-world0.02 %€0.20
WIMImsci-world-imi0.02 %€0.20
SPYYmsci-acwi0.02 %€0.20
EUNLmsci-world0.02 %€0.20
IUSQmsci-acwi0.02 %€0.20
SPPWmsci-world0.02 %€0.20
XDWD / XDWLmsci-world0.02 %€0.20
SPYI / SPSAmsci-acwi-imi0.00 %€0.00

Data note 2

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Julius BAER Gruppe as of the fund's latest holdings list.

Weight in EUNL since 2019

Sep 30, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Julius BAER Gruppe had a weight of 0.02 % on Sep 30, 2019 and 0.02 % on Sep 16, 2026. Its share peaked at 0.03 % on Dec 31, 2019. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 3

How much Julius BAER Gruppe AG overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Julius BAER Gruppe — the figure counts the ETFs holding both.

Data note 4

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