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JULIUS BAER GRUPPE AG 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 04 October 2026.

68Reported items
106Asset managers
6,326Fund votes
2025-04-10Meeting date

Proxy season: 2024-2025

Explore JULIUS BAER GRUPPE AG in the interactive database Compare manager voting policies

How asset managers voted at the JULIUS BAER GRUPPE AG 2024-2025 meeting

Each item below shows how the 106 asset managers that disclosed a JULIUS BAER GRUPPE AG vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of JULIUS BAER GRUPPE AG’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Approve Remuneration Report (Non-Binding)

COMPENSATION

Combines 2 wordings of this item as funds reported it.

99.8% fund support · no official result

FOR 99.8%

The 61 asset managers below cast 99.8% of the shares they voted on this item FOR (34,909,591 for, 38,083 against).

FOR: 34,909,591 (99.9%)AGAINST: 38,083 (0.1%)

Largest asset managers voting on “Approve Remuneration Report (Non-Binding)” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
APG Asset Management US Inc.	433,165	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
JPMorgan	299,641	0	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	108,612	0	For
DWS	107,774	0	For
Empower	60,920	37,272	For

Showing the 25 largest of 61 asset managers. See all 61 in the interactive database.

2. Approve Fixed Remuneration of Executive Committee in the Amount of CHF 6.3 Million for Fiscal Year 2026

COMPENSATION

100% fund support · no official result

FOR 100%

The 59 asset managers below cast 100% of the shares they voted on this item FOR (34,647,222 for, 0 against).

FOR: 34,647,222 (100.0%)

Largest asset managers voting on “Approve Fixed Remuneration of Executive Committee in the Amount of CHF 6.3 Million for Fiscal Year 2026” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
APG Asset Management US Inc.	433,165	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For

Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.

3. Approve Variable Cash-Based Remuneration of Executive Committee in the Amount of CHF 14.9 Million for Fiscal Year 2024

COMPENSATION

100% fund support · no official result

FOR 100%

The 59 asset managers below cast 100% of the shares they voted on this item FOR (34,647,222 for, 0 against).

FOR: 34,647,222 (100.0%)

Largest asset managers voting on “Approve Variable Cash-Based Remuneration of Executive Committee in the Amount of CHF 14.9 Million for Fiscal Y” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
APG Asset Management US Inc.	433,165	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For

Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.

4. Approve Variable Share-Based Remuneration of Executive Committee in the Amount of CHF 13.2 Million for Fiscal Year 2025

COMPENSATION

100% fund support · no official result

FOR 100%

The 59 asset managers below cast 100% of the shares they voted on this item FOR (34,647,222 for, 0 against).

FOR: 34,647,222 (100.0%)

Largest asset managers voting on “Approve Variable Share-Based Remuneration of Executive Committee in the Amount of CHF 13.2 Million for Fiscal ” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
APG Asset Management US Inc.	433,165	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For

Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.

5. Accept Financial Statements and Statutory Reports

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 100%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,214,057 for, 0 against).

FOR: 34,214,057 (100.0%)

Largest asset managers voting on “Accept Financial Statements and Statutory Reports” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

6. Approve Allocation of Income and Dividends of CHF 2.60 per Share

CAPITAL STRUCTURE

100% fund support · no official result

FOR 100%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,214,057 for, 0 against).

FOR: 34,214,057 (100.0%)

Largest asset managers voting on “Approve Allocation of Income and Dividends of CHF 2.60 per Share” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

7. Approve Discharge of Board and Senior Management

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 100%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,214,057 for, 0 against).

FOR: 34,214,057 (100.0%)

Largest asset managers voting on “Approve Discharge of Board and Senior Management” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

8. Approve Remuneration of Board of Directors in the Amount of CHF 4.4 Million

COMPENSATION

99.9% fund support · no official result

FOR 99.9%

The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (34,213,126 for, 931 against).

FOR: 34,213,126 (100.0%)AGAINST: 931 (0.0%)

Largest asset managers voting on “Approve Remuneration of Board of Directors in the Amount of CHF 4.4 Million” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

9. Approve Sustainability Report

CORPORATE GOVERNANCEENVIRONMENT OR CLIMATEHUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCEDIVERSITY, EQUITY, AND INCLUSION

100% fund support · no official result

FOR 99.8%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,160,967 for, 0 against).

FOR: 34,160,967 (99.8%)ABSTAIN: 53,090 (0.2%)

Largest asset managers voting on “Approve Sustainability Report” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Abstain	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	315,555	8,022	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	108,612	0	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

10. Designate Marc Nater as Independent Proxy

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 100%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,214,057 for, 0 against).

FOR: 34,214,057 (100.0%)

Largest asset managers voting on “Designate Marc Nater as Independent Proxy” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

11. Elect Noel Quinn as Director and Board Chair

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,214,057 for, 0 against).

FOR: 34,214,057 (100.0%)

Largest asset managers voting on “Elect Noel Quinn as Director and Board Chair” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

12. Ratify KPMG AG as Auditors

AUDIT-RELATED

98% fund support · no official result

FOR 98%

The 58 asset managers below cast 98% of the shares they voted on this item FOR (33,515,852 for, 698,205 against).

FOR: 33,515,852 (98.0%)AGAINST: 698,205 (2.0%)

Largest asset managers voting on “Ratify KPMG AG as Auditors” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,160,140	623,844	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	108,612	0	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

13. Reappoint Bruce Fletcher as Member of the Nomination and Compensation Committee

DIRECTOR ELECTIONSCORPORATE GOVERNANCE

99.9% fund support · no official result

FOR 99.9%

The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (34,192,929 for, 21,128 against).

FOR: 34,192,929 (99.9%)AGAINST: 21,128 (0.1%)

Largest asset managers voting on “Reappoint Bruce Fletcher as Member of the Nomination and Compensation Committee” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	96,983	11,629	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

14. Reappoint Eunice Zehnder-Lai as Member of the Nomination and Compensation Committee

DIRECTOR ELECTIONSCORPORATE GOVERNANCE

99.9% fund support · no official result

FOR 99.9%

The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (34,192,929 for, 21,128 against).

FOR: 34,192,929 (99.9%)AGAINST: 21,128 (0.1%)

Largest asset managers voting on “Reappoint Eunice Zehnder-Lai as Member of the Nomination and Compensation Committee” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	96,983	11,629	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

15. Reappoint Kathryn Shih as Member of the Nomination and Compensation Committee

DIRECTOR ELECTIONSCORPORATE GOVERNANCE

99.9% fund support · no official result

FOR 99.9%

The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (34,192,929 for, 21,128 against).

FOR: 34,192,929 (99.9%)AGAINST: 21,128 (0.1%)

Largest asset managers voting on “Reappoint Kathryn Shih as Member of the Nomination and Compensation Committee” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	96,983	11,629	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

16. Reappoint Richard Campbell-Breeden as Member of the Nomination and Compensation Committee

DIRECTOR ELECTIONSCORPORATE GOVERNANCE

99.4% fund support · no official result

FOR 98%

The 58 asset managers below cast 99.4% of the shares they voted on this item FOR (33,653,258 for, 186,090 against).

FOR: 33,653,258 (98.4%)AGAINST: 186,090 (0.5%)ABSTAIN: 374,709 (1.1%)

Largest asset managers voting on “Reappoint Richard Campbell-Breeden as Member of the Nomination and Compensation Committee” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Abstain	Vote
MFS	9,820,382	0	0	For
Vanguard	6,783,984	0	0	For
T. Rowe Price	5,336,581	0	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	0	For
Dimensional	1,455,900	0	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	0	For
AllianceBernstein	1,107,384	0	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	0	For
DAVIS SERIES INC	753,224	0	0	For
Fidelity	702,536	0	0	For
Davis Fundamental ETF Trust	541,534	0	0	For
Transamerica	529,058	0	0	For
Columbia Threadneedle	0	0	374,709	Abstain
Brighthouse	323,577	0	0	For
Equitable	184,653	23,955	0	For
Northwestern Mutual	194,327	0	0	For
American Century	138,229	0	0	For
Pacific Life	122,797	0	0	For
Goldman Sachs	115,760	0	0	For
AQR	0	115,650	0	Against
Northern Trust	96,983	11,629	0	For
DWS	107,774	0	0	For
Empower	98,192	0	0	For
Brinker Capital Destinations Trust	77,443	0	0	For
Principal	68,702	0	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

17. Reelect Bruce Fletcher as Director

DIRECTOR ELECTIONS

99.9% fund support · no official result

FOR 99.9%

The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (34,192,929 for, 21,128 against).

FOR: 34,192,929 (99.9%)AGAINST: 21,128 (0.1%)

Largest asset managers voting on “Reelect Bruce Fletcher as Director” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	96,983	11,629	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

18. Reelect Eunice Zehnder-Lai as Director

DIRECTOR ELECTIONS

99.9% fund support · no official result

FOR 99.9%

The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (34,192,929 for, 21,128 against).

FOR: 34,192,929 (99.9%)AGAINST: 21,128 (0.1%)

Largest asset managers voting on “Reelect Eunice Zehnder-Lai as Director” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	96,983	11,629	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

19. Reelect Juerg Hunziker as Director

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,214,057 for, 0 against).

FOR: 34,214,057 (100.0%)

Largest asset managers voting on “Reelect Juerg Hunziker as Director” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

20. Reelect Kathryn Shih as Director

DIRECTOR ELECTIONS

99.9% fund support · no official result

FOR 99.9%

The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (34,192,929 for, 21,128 against).

FOR: 34,192,929 (99.9%)AGAINST: 21,128 (0.1%)

Largest asset managers voting on “Reelect Kathryn Shih as Director” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
Equitable	208,608	0	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	115,650	0	For
Northern Trust	96,983	11,629	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

21. Reelect Olga Zoutendijk as Director

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,214,057 for, 0 against).

FOR: 34,214,057 (100.0%)

Largest asset managers voting on “Reelect Olga Zoutendijk as Director” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

22. Reelect Richard Campbell-Breeden as Director

DIRECTOR ELECTIONS

99.4% fund support · no official result

FOR 99.4%

The 58 asset managers below cast 99.4% of the shares they voted on this item FOR (34,027,967 for, 186,090 against).

FOR: 34,027,967 (99.5%)AGAINST: 186,090 (0.5%)

Largest asset managers voting on “Reelect Richard Campbell-Breeden as Director” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Vote
MFS	9,820,382	0	For
Vanguard	6,783,984	0	For
T. Rowe Price	5,336,581	0	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	For
Dimensional	1,455,900	0	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	0	For
AllianceBernstein	1,107,384	0	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	0	For
DAVIS SERIES INC	753,224	0	For
Fidelity	702,536	0	For
Davis Fundamental ETF Trust	541,534	0	For
Transamerica	529,058	0	For
Columbia Threadneedle	374,709	0	For
Brighthouse	323,577	0	For
Equitable	184,653	23,955	For
Northwestern Mutual	194,327	0	For
American Century	138,229	0	For
Pacific Life	122,797	0	For
Goldman Sachs	115,760	0	For
AQR	0	115,650	Against
Northern Trust	96,983	11,629	For
DWS	107,774	0	For
Empower	98,192	0	For
Brinker Capital Destinations Trust	77,443	0	For
Principal	68,702	0	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

23. Reelect Tomas Muina as Director

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 58 asset managers below cast 100% of the shares they voted on this item FOR (34,214,057 for, 0 against).

FOR: 34,214,057 (100.0%)

Largest asset managers voting on “Reelect Tomas Muina as Director” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
MFS	9,820,382	For
Vanguard	6,783,984	For
T. Rowe Price	5,336,581	For
DAVIS NEW YORK VENTURE FUND INC	2,220,994	For
Dimensional	1,455,900	For
CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036	For
AllianceBernstein	1,107,384	For
HARRIS ASSOCIATES INVESTMENT TRUST	941,384	For
DAVIS SERIES INC	753,224	For
Fidelity	702,536	For
Davis Fundamental ETF Trust	541,534	For
Transamerica	529,058	For
Columbia Threadneedle	374,709	For
Brighthouse	323,577	For
Equitable	208,608	For
Northwestern Mutual	194,327	For
American Century	138,229	For
Pacific Life	122,797	For
Goldman Sachs	115,760	For
AQR	115,650	For
Northern Trust	108,612	For
DWS	107,774	For
Empower	98,192	For
Brinker Capital Destinations Trust	77,443	For
Principal	68,702	For

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

24. Transact Other Business (Voting)

CORPORATE GOVERNANCE

11% fund support · no official result

10%AGAINST 89%

The 58 asset managers below cast 11% of the shares they voted on this item FOR (3,591,491 for, 30,556,438 against).

FOR: 3,591,491 (10.5%)AGAINST: 30,556,438 (89.3%)ABSTAIN: 66,128 (0.2%)

Largest asset managers voting on “Transact Other Business (Voting)” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Abstain	Vote
MFS	0	9,820,382	0	Against
Vanguard	0	6,783,984	0	Against
T. Rowe Price	0	5,336,581	0	Against
DAVIS NEW YORK VENTURE FUND INC	2,220,994	0	0	For
Dimensional	0	1,455,900	0	Against
CAUSEWAY CAPITAL MANAGEMENT TRUST	0	1,273,036	0	Against
AllianceBernstein	0	1,107,384	0	Against
HARRIS ASSOCIATES INVESTMENT TRUST	0	941,384	0	Against
DAVIS SERIES INC	753,224	0	0	For
Fidelity	0	702,536	0	Against
Davis Fundamental ETF Trust	541,534	0	0	For
Transamerica	0	529,058	0	Against
Columbia Threadneedle	0	374,709	0	Against
Brighthouse	0	323,577	0	Against
Equitable	0	166,862	41,746	Against
Northwestern Mutual	0	194,327	0	Against
American Century	0	138,229	0	Against
Pacific Life	0	122,797	0	Against
Goldman Sachs	0	115,760	0	Against
AQR	0	115,650	0	Against
Northern Trust	0	108,612	0	Against
DWS	0	107,774	0	Against
Empower	0	98,192	0	Against
Brinker Capital Destinations Trust	0	77,443	0	Against
Principal	0	68,702	0	Against

Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.

25. RE-ELECTION TO THE BOARD OF DIRECTOR: MR. BRUCE FLETCHER

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 70%NOT VOTED 30%

The 36 asset managers below cast 100% of the shares they voted on this item FOR (6,650,913 for, 0 against).

FOR: 6,650,913 (70.4%)NOT VOTED: 2,798,927 (29.6%)

Largest asset managers voting on “RE-ELECTION TO THE BOARD OF DIRECTOR: MR. BRUCE FLETCHER” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
SEI	0	Not Voted
Six Circles Trust	423,422	For
Adviser Managed Trust	0	Not Voted
Principal	0	Not Voted
Russell Investments	0	Not Voted
Jackson National	206,754	For
Brinker Capital Destinations Trust	0	Not Voted
BUFFALO FUNDS	183,937	For
Neuberger Berman	0	Not Voted
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
Empower	39,100	For
SEI Exchange Traded Funds	0	Not Voted
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Advisors' Inner Circle Fund III	19,526	For
Allianz	19,247	For

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

26. RE-ELECTION TO THE BOARD OF DIRECTOR: MRS. EUNICE ZEHNDER-LAI

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 70%NOT VOTED 30%

The 36 asset managers below cast 100% of the shares they voted on this item FOR (6,650,913 for, 0 against).

FOR: 6,650,913 (70.4%)NOT VOTED: 2,798,927 (29.6%)

Largest asset managers voting on “RE-ELECTION TO THE BOARD OF DIRECTOR: MRS. EUNICE ZEHNDER-LAI” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
SEI	0	Not Voted
Six Circles Trust	423,422	For
Adviser Managed Trust	0	Not Voted
Principal	0	Not Voted
Russell Investments	0	Not Voted
Jackson National	206,754	For
Brinker Capital Destinations Trust	0	Not Voted
BUFFALO FUNDS	183,937	For
Neuberger Berman	0	Not Voted
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
Empower	39,100	For
SEI Exchange Traded Funds	0	Not Voted
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Advisors' Inner Circle Fund III	19,526	For
Allianz	19,247	For

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

27. RE-ELECTION TO THE BOARD OF DIRECTOR: MR. JUERG HUNZIKER

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 70%NOT VOTED 30%

The 36 asset managers below cast 100% of the shares they voted on this item FOR (6,650,913 for, 0 against).

FOR: 6,650,913 (70.4%)NOT VOTED: 2,798,927 (29.6%)

Largest asset managers voting on “RE-ELECTION TO THE BOARD OF DIRECTOR: MR. JUERG HUNZIKER” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
SEI	0	Not Voted
Six Circles Trust	423,422	For
Adviser Managed Trust	0	Not Voted
Principal	0	Not Voted
Russell Investments	0	Not Voted
Jackson National	206,754	For
Brinker Capital Destinations Trust	0	Not Voted
BUFFALO FUNDS	183,937	For
Neuberger Berman	0	Not Voted
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
Empower	39,100	For
SEI Exchange Traded Funds	0	Not Voted
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Advisors' Inner Circle Fund III	19,526	For
Allianz	19,247	For

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

28. RE-ELECTION TO THE BOARD OF DIRECTOR: MRS. KATHRYN SHIH

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 70%NOT VOTED 30%

The 36 asset managers below cast 100% of the shares they voted on this item FOR (6,650,913 for, 0 against).

FOR: 6,650,913 (70.4%)NOT VOTED: 2,798,927 (29.6%)

Largest asset managers voting on “RE-ELECTION TO THE BOARD OF DIRECTOR: MRS. KATHRYN SHIH” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
SEI	0	Not Voted
Six Circles Trust	423,422	For
Adviser Managed Trust	0	Not Voted
Principal	0	Not Voted
Russell Investments	0	Not Voted
Jackson National	206,754	For
Brinker Capital Destinations Trust	0	Not Voted
BUFFALO FUNDS	183,937	For
Neuberger Berman	0	Not Voted
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
Empower	39,100	For
SEI Exchange Traded Funds	0	Not Voted
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Advisors' Inner Circle Fund III	19,526	For
Allianz	19,247	For

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

29. RE-ELECTION TO THE BOARD OF DIRECTOR: MS. OLGA ZOUTENDIJK

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 70%NOT VOTED 30%

The 36 asset managers below cast 100% of the shares they voted on this item FOR (6,650,913 for, 0 against).

FOR: 6,650,913 (70.4%)NOT VOTED: 2,798,927 (29.6%)

Largest asset managers voting on “RE-ELECTION TO THE BOARD OF DIRECTOR: MS. OLGA ZOUTENDIJK” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
SEI	0	Not Voted
Six Circles Trust	423,422	For
Adviser Managed Trust	0	Not Voted
Principal	0	Not Voted
Russell Investments	0	Not Voted
Jackson National	206,754	For
Brinker Capital Destinations Trust	0	Not Voted
BUFFALO FUNDS	183,937	For
Neuberger Berman	0	Not Voted
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
Empower	39,100	For
SEI Exchange Traded Funds	0	Not Voted
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Advisors' Inner Circle Fund III	19,526	For
Allianz	19,247	For

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

30. RE-ELECTION TO THE BOARD OF DIRECTOR: MR. RICHARD CAMPBELL-BREEDEN

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 70%NOT VOTED 30%

The 36 asset managers below cast 100% of the shares they voted on this item FOR (6,650,913 for, 0 against).

FOR: 6,650,913 (70.4%)NOT VOTED: 2,798,927 (29.6%)

Largest asset managers voting on “RE-ELECTION TO THE BOARD OF DIRECTOR: MR. RICHARD CAMPBELL-BREEDEN” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
SEI	0	Not Voted
Six Circles Trust	423,422	For
Adviser Managed Trust	0	Not Voted
Principal	0	Not Voted
Russell Investments	0	Not Voted
Jackson National	206,754	For
Brinker Capital Destinations Trust	0	Not Voted
BUFFALO FUNDS	183,937	For
Neuberger Berman	0	Not Voted
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
Empower	39,100	For
SEI Exchange Traded Funds	0	Not Voted
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Advisors' Inner Circle Fund III	19,526	For
Allianz	19,247	For

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

31. RE-ELECTION TO THE BOARD OF DIRECTOR: MR. TOMAS VARELA MUINA

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 70%NOT VOTED 30%

The 36 asset managers below cast 100% of the shares they voted on this item FOR (6,650,913 for, 0 against).

FOR: 6,650,913 (70.4%)NOT VOTED: 2,798,927 (29.6%)

Largest asset managers voting on “RE-ELECTION TO THE BOARD OF DIRECTOR: MR. TOMAS VARELA MUINA” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
SEI	0	Not Voted
Six Circles Trust	423,422	For
Adviser Managed Trust	0	Not Voted
Principal	0	Not Voted
Russell Investments	0	Not Voted
Jackson National	206,754	For
Brinker Capital Destinations Trust	0	Not Voted
BUFFALO FUNDS	183,937	For
Neuberger Berman	0	Not Voted
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
Empower	39,100	For
SEI Exchange Traded Funds	0	Not Voted
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Advisors' Inner Circle Fund III	19,526	For
Allianz	19,247	For

Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.

32. CONSULTATIVE VOTE ON THE REMUNERATION REPORT 2024

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 99.8%

The 30 asset managers below cast 100% of the shares they voted on this item FOR (14,143,279 for, 0 against).

FOR: 14,143,279 (99.8%)NOT VOTED: 22,500 (0.2%)

Largest asset managers voting on “CONSULTATIVE VOTE ON THE REMUNERATION REPORT 2024” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	10,800,580	For
Bridge Builder Trust	1,024,746	For
1832 Asset Management L.P.	459,061	For
Six Circles Trust	423,422	For
LAKEWOOD CAPITAL MANAGEMENT, LP	281,477	For
Jackson National	206,754	For
BUFFALO FUNDS	183,937	For
South Dakota Investment Council	172,130	For
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
Northern Trust	41,041	For
ADVISORS' INNER CIRCLE FUND	40,000	For
Foresight Global Investors, Inc.	35,419	For
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
Gabelli	0	Not Voted
LYRICAL ASSET MANAGEMENT LP	20,408	For
LKCM Funds	19,807	For
Allianz	19,247	For
MASTER INVESTMENT PORTFOLIO	13,632	For
WILSHIRE MUTUAL FUNDS INC	13,397	For
Korea Investment CORP	9,907	For
GREEN CENTURY FUNDS	7,432	For

Showing the 25 largest of 30 asset managers. See all 30 in the interactive database.

33. APPROVAL OF THE COMPENSATION OF THE BOARD OF DIRECTORS AND OF THE EXECUTIVE BOARD: COMPENSATION OF THE BOARD OF DIRECTORS

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 21 asset managers below cast 100% of the shares they voted on this item FOR (6,636,177 for, 0 against).

FOR: 6,636,177 (100.0%)

Largest asset managers voting on “APPROVAL OF THE COMPENSATION OF THE BOARD OF DIRECTORS AND OF THE EXECUTIVE BOARD: COMPENSATION OF THE BOARD O” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Six Circles Trust	423,422	For
Jackson National	206,754	For
BUFFALO FUNDS	183,937	For
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
Coronation Fund Managers Ltd.	54,861	For
ADVISORS' INNER CIRCLE FUND	40,000	For
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Allianz	19,247	For
MASTER INVESTMENT PORTFOLIO	13,632	For
WILSHIRE MUTUAL FUNDS INC	13,397	For
GREEN CENTURY FUNDS	7,432	For
TIMOTHY PLAN	4,897	For
Ultimus Managers Trust	1,341	For
RBB FUND, INC.	691	For

34. COMPENSATION OF THE EXECUTIVE BOARD: AGGREGATE AMOUNT OF VARIABLE CASH-BASED COMPENSATION ELEMENTS FOR THE COMPLETED FINANCIAL YEAR 2024

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 21 asset managers below cast 100% of the shares they voted on this item FOR (6,636,177 for, 0 against).

FOR: 6,636,177 (100.0%)

Largest asset managers voting on “COMPENSATION OF THE EXECUTIVE BOARD: AGGREGATE AMOUNT OF VARIABLE CASH-BASED COMPENSATION ELEMENTS FOR THE COM” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Six Circles Trust	423,422	For
Jackson National	206,754	For
BUFFALO FUNDS	183,937	For
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
Coronation Fund Managers Ltd.	54,861	For
ADVISORS' INNER CIRCLE FUND	40,000	For
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Allianz	19,247	For
MASTER INVESTMENT PORTFOLIO	13,632	For
WILSHIRE MUTUAL FUNDS INC	13,397	For
GREEN CENTURY FUNDS	7,432	For
TIMOTHY PLAN	4,897	For
Ultimus Managers Trust	1,341	For
RBB FUND, INC.	691	For

35. COMPENSATION OF THE EXECUTIVE BOARD: AGGREGATE AMOUNT OF VARIABLE SHARE-BASED COMPENSATION ELEMENTS TO BE ALLOCATED IN THE CURRENT FINANCIAL YEAR 2025

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 21 asset managers below cast 100% of the shares they voted on this item FOR (6,636,177 for, 0 against).

FOR: 6,636,177 (100.0%)

Largest asset managers voting on “COMPENSATION OF THE EXECUTIVE BOARD: AGGREGATE AMOUNT OF VARIABLE SHARE-BASED COMPENSATION ELEMENTS TO BE ALLO” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Six Circles Trust	423,422	For
Jackson National	206,754	For
BUFFALO FUNDS	183,937	For
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
Coronation Fund Managers Ltd.	54,861	For
ADVISORS' INNER CIRCLE FUND	40,000	For
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Allianz	19,247	For
MASTER INVESTMENT PORTFOLIO	13,632	For
WILSHIRE MUTUAL FUNDS INC	13,397	For
GREEN CENTURY FUNDS	7,432	For
TIMOTHY PLAN	4,897	For
Ultimus Managers Trust	1,341	For
RBB FUND, INC.	691	For

36. COMPENSATION OF THE EXECUTIVE BOARD: MAXIMUM AGGREGATE AMOUNT OF FIXED COMPENSATION FOR THE NEXT FINANCIAL YEAR 2026

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 21 asset managers below cast 100% of the shares they voted on this item FOR (6,636,177 for, 0 against).

FOR: 6,636,177 (100.0%)

Largest asset managers voting on “COMPENSATION OF THE EXECUTIVE BOARD: MAXIMUM AGGREGATE AMOUNT OF FIXED COMPENSATION FOR THE NEXT FINANCIAL YEA” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Six Circles Trust	423,422	For
Jackson National	206,754	For
BUFFALO FUNDS	183,937	For
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
Coronation Fund Managers Ltd.	54,861	For
ADVISORS' INNER CIRCLE FUND	40,000	For
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Allianz	19,247	For
MASTER INVESTMENT PORTFOLIO	13,632	For
WILSHIRE MUTUAL FUNDS INC	13,397	For
GREEN CENTURY FUNDS	7,432	For
TIMOTHY PLAN	4,897	For
Ultimus Managers Trust	1,341	For
RBB FUND, INC.	691	For

37. ADHOC

OTHER

5% fund support · no official result

AGAINST 24%ABSTAIN 75%

The 20 asset managers below cast 5% of the shares they voted on this item FOR (85,141 for, 1,549,154 against).

FOR: 85,141 (1.3%)AGAINST: 1,549,154 (23.5%)ABSTAIN: 4,947,021 (75.2%)

Largest asset managers voting on “ADHOC” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Against	Abstain	Vote
BlackRock	0	0	4,264,691	Abstain
Bridge Builder Trust	0	1,013,144	11,602	Against
Six Circles Trust	0	0	423,422	Abstain
Jackson National	0	206,754	0	Against
BUFFALO FUNDS	0	0	183,937	Abstain
JPMorgan	0	129,911	0	Against
CULLEN FUNDS TRUST	85,141	0	0	For
John Hancock	0	60,572	0	Against
ADVISORS' INNER CIRCLE FUND	0	40,000	0	Against
ADVISORS SERIES TRUST	0	32,618	0	Against
Northern Lights Fund Trust IV	0	0	26,228	Abstain
ETF Series Solutions	0	22,852	0	Against
LKCM Funds	0	19,807	0	Against
Allianz	0	3,861	15,386	Abstain
MASTER INVESTMENT PORTFOLIO	0	0	13,632	Abstain
WILSHIRE MUTUAL FUNDS INC	0	13,397	0	Against
GREEN CENTURY FUNDS	0	0	7,432	Abstain
TIMOTHY PLAN	0	4,897	0	Against
Ultimus Managers Trust	0	1,341	0	Against
RBB FUND, INC.	0	0	691	Abstain

38. APPROPRIATION OF DISPOSABLE PROFIT

CAPITAL STRUCTURE

100% fund support · no official result

FOR 100%

The 20 asset managers below cast 100% of the shares they voted on this item FOR (6,581,316 for, 0 against).

FOR: 6,581,316 (100.0%)

Largest asset managers voting on “APPROPRIATION OF DISPOSABLE PROFIT” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Six Circles Trust	423,422	For
Jackson National	206,754	For
BUFFALO FUNDS	183,937	For
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Allianz	19,247	For
MASTER INVESTMENT PORTFOLIO	13,632	For
WILSHIRE MUTUAL FUNDS INC	13,397	For
GREEN CENTURY FUNDS	7,432	For
TIMOTHY PLAN	4,897	For
Ultimus Managers Trust	1,341	For
RBB FUND, INC.	691	For

39. DISCHARGE OF THE MEMBERS OF THE BOARD OF DIRECTORS AND OF THE EXECUTIVE BOARD

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 99.8%

The 20 asset managers below cast 100% of the shares they voted on this item FOR (6,573,884 for, 0 against).

FOR: 6,573,884 (99.9%)ABSTAIN: 7,432 (0.1%)

Largest asset managers voting on “DISCHARGE OF THE MEMBERS OF THE BOARD OF DIRECTORS AND OF THE EXECUTIVE BOARD” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Abstain	Vote
BlackRock	4,264,691	0	For
Bridge Builder Trust	1,024,746	0	For
Six Circles Trust	423,422	0	For
Jackson National	206,754	0	For
BUFFALO FUNDS	183,937	0	For
JPMorgan	129,911	0	For
CULLEN FUNDS TRUST	85,141	0	For
John Hancock	60,572	0	For
ADVISORS' INNER CIRCLE FUND	40,000	0	For
ADVISORS SERIES TRUST	32,618	0	For
Northern Lights Fund Trust IV	26,228	0	For
ETF Series Solutions	22,852	0	For
LKCM Funds	19,807	0	For
Allianz	19,247	0	For
MASTER INVESTMENT PORTFOLIO	13,632	0	For
WILSHIRE MUTUAL FUNDS INC	13,397	0	For
GREEN CENTURY FUNDS	0	7,432	Abstain
TIMOTHY PLAN	4,897	0	For
Ultimus Managers Trust	1,341	0	For
RBB FUND, INC.	691	0	For

40. ELECTION OF THE INDEPENDENT REPRESENTATIVE, DR. MARC NATER

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 100%

The 20 asset managers below cast 100% of the shares they voted on this item FOR (6,581,316 for, 0 against).

FOR: 6,581,316 (100.0%)

Largest asset managers voting on “ELECTION OF THE INDEPENDENT REPRESENTATIVE, DR. MARC NATER” at JULIUS BAER GRUPPE AG, 2024-2025
Asset manager	For	Vote
BlackRock	4,264,691	For
Bridge Builder Trust	1,024,746	For
Six Circles Trust	423,422	For
Jackson National	206,754	For
BUFFALO FUNDS	183,937	For
JPMorgan	129,911	For
CULLEN FUNDS TRUST	85,141	For
John Hancock	60,572	For
ADVISORS' INNER CIRCLE FUND	40,000	For
ADVISORS SERIES TRUST	32,618	For
Northern Lights Fund Trust IV	26,228	For
ETF Series Solutions	22,852	For
LKCM Funds	19,807	For
Allianz	19,247	For
MASTER INVESTMENT PORTFOLIO	13,632	For
WILSHIRE MUTUAL FUNDS INC	13,397	For
GREEN CENTURY FUNDS	7,432	For
TIMOTHY PLAN	4,897	For
Ultimus Managers Trust	1,341	For
RBB FUND, INC.	691	For

Showing the 40 reported items with the widest manager coverage, of 68 in total. View every item.

Largest JULIUS BAER GRUPPE AG shareholders voting in 2024-2025

Ranked by the number of JULIUS BAER GRUPPE AG shares each manager voted on the most widely held ballot item of the 2024-2025 meeting.

Top JULIUS BAER GRUPPE AG shareholders by shares voted, 2024-2025
#	Asset manager	Shares voted
1	MFS	9,820,382
2	Vanguard	6,783,984
3	T. Rowe Price	5,336,581
4	DAVIS NEW YORK VENTURE FUND INC	2,220,994
5	Dimensional	1,455,900
6	CAUSEWAY CAPITAL MANAGEMENT TRUST	1,273,036
7	AllianceBernstein	1,107,384
8	HARRIS ASSOCIATES INVESTMENT TRUST	941,384
9	DAVIS SERIES INC	753,224
10	Fidelity	702,536

Shown as share counts, not percentages: no shares-outstanding figure has been matched to JULIUS BAER GRUPPE AG for the 2024-2025 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At JULIUS BAER GRUPPE AG's shareholder meeting held 2025-04-10, in the 2024-2025 proxy season, 106 asset managers reported how they voted in their SEC Form N-PX filings, covering 6,326 separate fund positions. Their filings are grouped here into 68 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — Approve Remuneration Report (Non-Binding) — the reporting funds cast 99.8% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

JULIUS BAER GRUPPE AG proxy season coverage: 2024-2025 (this page).