{
 "as_of": "2026-11-06",
 "cmr": "ch-cm-kg/SIX/BAER",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# JULIUS BAER N (SIX: BAER) — research page\n\nAs of 2026-11-06 · ch-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is JULIUS BAER N, listed on SIX under ticker BAER, with ISIN CH0102484968 and LEI 5299007MF0604ZGJER92. Its security type is Corporate and its jurisdiction is Switzerland (Zefix-registered corporation). Its segment is not on the record. Its sector is not on the record, as the SIX feed returns an empty ICB industry for this line. Its status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 7 filings in the window 2025-11-06 to 2026-11-06, across 5 filing days. The median gap between filing days is 14.0 days. The latest filing is dated 2026-10-30 and is of type corporate_news, 7 days before the record date of 2026-11-06. On SIX, the median cadence gap is 29.5 days, the median filings count is 0, and the median latency is 14 days, across 607 issuers. Sector peer figures are not on the record for CH.\n\n## Auditor\n\nThe auditor of record is Ernst & Young AG. Its location is not on the record. Auditor changes are not on the record, as this register has no lifecycle type map yet.\n\n## Events and halts\n\nListing, delisting, name change, domicile change and segment move are not on the record, as this register has no lifecycle type map yet. The halt flag shows the issuer as listed, not halted.\n\n## Orderability\n\nFor Privatkundinnen und -kunden, the outcome is ACM-200 and is determinable. For professionelle Kunden, the outcome is ACM-200 and is determinable. For institutionelle Kunden, the outcome is ACM-200 and is determinable. The rule version is acm-68000/ch/finsa-product-duties/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe field has not been read, so the research houses named on the issuer's investor-relations page are not on the record.\n\n## Open research\n\nThe field has not been read, so openly published research notes are not on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed. No issuer years are sealed, the market earliest sealed date is not on the record, and the live record began date is not on the record.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (identity.exchange)\n- https://www.zefix.ch/en/search/entity/list?name=JULIUS%20BAER%20%7C%20Julius%20B%C3%A4r%20Gruppe%20AG (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.ch-cm-kg.ai/events/SIX/BAER (the disclosure lines)\n- https://www.ser-ag.com/sheldon/official_notices/v2/find.json ; https://www.bxswiss.com/suspensions (the halt flag)\n- https://vpr.hkma.gov.hk/statics/assets/doc/100301/ar_25/ar_25_eng.pdf (the auditor)\n- https://mcp.ch-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.ch-cm-kg.ai/record/SIX/BAER (the record)\n",
 "market": "CH",
 "node": "ch-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": null,
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "the CH vintage is not sealed; the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false
  },
  "auditor": {
   "auditor": {
    "read_by": "read by ChatGPT (batch)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://vpr.hkma.gov.hk/statics/assets/doc/100301/ar_25/ar_25_eng.pdf",
    "state": "filled",
    "value": "Ernst & Young AG"
   },
   "auditor_firm_id": {
    "market": "CH",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "CH",
    "state": "not_on_record"
   },
   "changes": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "ch-cm-kg/SIX/BAER",
  "coverage": {
   "note": "the coverage field has not been read for this issuer",
   "state": "not_read"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 607,
     "median_cadence_gap_days": 29.5,
     "median_filings": 0,
     "median_latency_days": 14,
     "name": "SIX"
    },
    "sector": {
     "market": "CH",
     "state": "not_on_record"
    }
   },
   "by_type": {
    "ad_hoc": 1,
    "corporate_news": 5,
    "register_mutation": 1
   },
   "cadence_median_gap_days": 14,
   "filing_days": 5,
   "filings": 7,
   "latency_days": 7,
   "latest": [
    {
     "category": "corporate-news",
     "date": "2026-10-30",
     "source": "https://www.eqs-news.com/news/corporate-news/julius-baer-lanciert-neues-aktienrueckkaufprogramm/fcf39541-e33d-47b4-995d-e9613bccf87d_de",
     "title": "Julius Bär lanciert neues Aktienrückkaufprogramm",
     "type": "corporate_news"
    },
    {
     "category": "corporate",
     "date": "2026-10-30",
     "source": "https://www.eqs-news.com/de/news/corporate/julius-baer-lanciert-neues-aktienrueckkaufprogramm/fcf39541-e33d-47b4-995d-e9613bccf87d_de",
     "title": "Julius Bär lanciert neues Aktienrückkaufprogramm",
     "type": "corporate_news"
    },
    {
     "category": "corporate-news",
     "date": "2026-10-06",
     "source": "https://www.eqs-news.com/news/corporate-news/der-verwaltungsrat-von-julius-baer-gibt-die-nominierung-von-zwei-neuen-mitgliedern-bekannt/248f0133-c9e6-4cad-8a3a-503e51653e49_de",
     "title": "Der Verwaltungsrat von Julius Bär gibt die Nominierung ...",
     "type": "corporate_news"
    },
    {
     "category": "HR02",
     "date": "2026-10-02",
     "source": "https://www.shab.ch/#!/search/publications/detail/26b75bb5-c14a-4682-9061-a2396ed05b2c",
     "title": "HR02 Change Julius Bär Gruppe AG, Zürich",
     "type": "register_mutation"
    },
    {
     "category": "insiderinformationen-ad-hoc-mitteilung",
     "date": "2026-10-02",
     "source": "https://www.eqs-news.com/news/insiderinformationen-ad-hoc-mitteilung/julius-baer-kuendigt-chf-600-millionen-aktienrueckkauf-und-ueberarbeitete-ausschuettungspolitik-an/bf1986cd-0feb-42f4-bd8a-fa34ac73af3e_de",
     "title": "Julius Bär kündigt CHF 600 Millionen Aktienrückkauf und ...",
     "type": "corporate_news"
    }
   ],
   "latest_filing_date": "2026-10-30",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.ch-cm-kg.ai/events/SIX/BAER",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "sourced",
    "value": "SIX"
   },
   "isin": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "confirmed",
    "value": "CH0102484968"
   },
   "jurisdiction": {
    "read_by": "Zefix federal commercial register index (zefix.ch public web API, name-exact + corporation legal form) (legal form)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.zefix.ch/en/search/entity/list?name=JULIUS%20BAER%20%7C%20Julius%20B%C3%A4r%20Gruppe%20AG",
    "state": "sourced",
    "value": "Switzerland (Zefix-registered corporation)"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-09",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN CH0102484968)",
    "state": "sourced",
    "value": "5299007MF0604ZGJER92"
   },
   "name": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "sourced",
    "value": "JULIUS BAER N"
   },
   "sector": {
    "market": "CH",
    "reason": "the SIX feed returns an empty ICB industry for this line",
    "state": "not_on_record"
   },
   "security_type": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "CH",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "SIX Swiss Exchange share explorer feed (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html (feed six-group.com/fqs/ref.json, PortalSegment=EQ)",
    "state": "sourced",
    "value": "BAER"
   },
   "website": {
    "market": "CH",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "CH",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "CH",
  "node": "ch-cm-kg",
  "numbers_hash": "sha256:bca519727fb443731314002f8e4d5fe59cb5161cf3ec8ff2ae159f6e83e486ef",
  "open_research": {
   "rows": [],
   "state": "not_read"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Privatkundinnen und -kunden",
    "professionelle Kunden",
    "institutionelle Kunden"
   ],
   "outcomes": {
    "Privatkundinnen und -kunden": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "institutionelle Kunden": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "professionelle Kunden": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.ch-cm-kg.ai/book/aio.json",
    "door": "https://mcp.ch-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/ch/finsa-product-duties/r1",
   "section": "ch.aio.v8"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.ch-cm-kg.ai/record/SIX/BAER",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-09",
   "source": "https://www.ser-ag.com/sheldon/official_notices/v2/find.json ; https://www.bxswiss.com/suspensions",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:bca519727fb443731314002f8e4d5fe59cb5161cf3ec8ff2ae159f6e83e486ef",
 "path": "/ch/SIX/BAER",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is JULIUS BAER N, listed on SIX under ticker BAER, with ISIN CH0102484968 and LEI 5299007MF0604ZGJER92. Its security type is Corporate and its jurisdiction is Switzerland (Zefix-registered corporation). Its segment is not on the record. Its sector is not on the record, as the SIX feed returns an empty ICB industry for this line. Its status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 7 filings in the window 2025-11-06 to 2026-11-06, across 5 filing days. The median gap between filing days is 14.0 days. The latest filing is dated 2026-10-30 and is of type corporate_news, 7 days before the record date of 2026-11-06. On SIX, the median cadence gap is 29.5 days, the median filings count is 0, and the median latency is 14 days, across 607 issuers. Sector peer figures are not on the record for CH.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Ernst & Young AG. Its location is not on the record. Auditor changes are not on the record, as this register has no lifecycle type map yet.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "Listing, delisting, name change, domicile change and segment move are not on the record, as this register has no lifecycle type map yet. The halt flag shows the issuer as listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "For Privatkundinnen und -kunden, the outcome is ACM-200 and is determinable. For professionelle Kunden, the outcome is ACM-200 and is determinable. For institutionelle Kunden, the outcome is ACM-200 and is determinable. The rule version is acm-68000/ch/finsa-product-duties/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The field has not been read, so the research houses named on the issuer's investor-relations page are not on the record.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "The field has not been read, so openly published research notes are not on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed. No issuer years are sealed, the market earliest sealed date is not on the record, and the live record began date is not on the record.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.six-group.com/en/products-services/the-swiss-stock-exchange/market-data/shares/share-explorer.html"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://www.zefix.ch/en/search/entity/list?name=JULIUS%20BAER%20%7C%20Julius%20B%C3%A4r%20Gruppe%20AG"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.ch-cm-kg.ai/events/SIX/BAER"
  },
  {
   "for": "the halt flag",
   "source": "https://www.ser-ag.com/sheldon/official_notices/v2/find.json ; https://www.bxswiss.com/suspensions"
  },
  {
   "for": "the auditor",
   "source": "https://vpr.hkma.gov.hk/statics/assets/doc/100301/ar_25/ar_25_eng.pdf"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.ch-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.ch-cm-kg.ai/record/SIX/BAER"
  }
 ],
 "title": "JULIUS BAER N (BAER) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}