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Julius Baer Group shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of Julius Baer Group (JBAXY) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in Julius Baer Group

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All positions including Julius Baer Group held by Financial Gravity Companies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Julius Baer Group by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2026-06-30 $17 1 17.00

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Spdr Series Trust Uit Exchange Traded (SPMD)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPIB)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

Top funds holding Julius Baer Group

Henry James International Management
Rhumbline Advisers
GAMMA Investing
Salomon & Ludwin
Pnc Financial Services
Hantz Financial Services
Ancora Advisors
Financial Gravity Wealth
Financial Gravity Companies

View all funds holding Julius Baer Group