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Julius Bär Gruppe AG

Julius Bär Gruppe AG

73.30 CHF-1.46 (-1.95%)
XSWX:BAERMarket Closed
ListedCHF15.3BFinancial ServicesAsset Management7,390 employees

Company Profile

Legal NameJulius Bär Gruppe AG
CEOMr. Stefan Bollinger
HeadquartersBahnhofstrasse 36
Phone41 58 888 1111
Employees (FTE)7,390
SectorFinancial Services
IndustryAsset Management

Business Description

Julius Bär Gruppe AG is a leading Swiss multinational private banking group headquartered in Zurich, specializing in wealth management for private clients worldwide. Founded in 1890 as a family-run exchange office, it has evolved into one of the largest dedicated private banks, managing CHF 521 billion in assets as of the end of 2025, with operations across approximately 25 countries and over 7,500 employees. The group offers comprehensive services including investment advisory, discretionary mandates, structured products, securities execution, private markets access, wealth planning, family office solutions, and bespoke lending. Its open product platform enables objective, client-centric advice, emphasizing long-term relationships, confidentiality, and holistic wealth preservation across generations. Julius Bär Gruppe AG serves high-net-worth individuals through key locations in Europe, Asia, the Americas, and the Middle East, underpinned by a solid financial base and entrepreneurial culture. As the parent of Bank Julius Baer & Co. Ltd., it upholds traditional Swiss banking values while navigating global markets.

Profitability & Growth

Profitability

Profit Margin+20.31%
Operating Margin+33.80%
Return on Equity (TTM)+10.87%
Return on Assets (TTM)+0.72%

Recent Year-End

Revenue3.76B
Revenue / Share18.30
Gross Profit3.76B
Diluted EPS3.71
Earnings Growth YoY-17.80%
Revenue Growth YoY+1.80%

Balance Sheet Snapshot

Total Cash (MRQ)

40.48B

Total Debt (MRQ)

30.44B

Book Value / Share

35.26

Stock Statistics

Shares Outstanding205.0M
Float Shares204.2M
Avg Volume (10d)459.5K
Avg Volume (90d)444.5K
% Held by Insiders+0.25%
% Held by Institutions+67.48%

Valuation

Market Cap15.33B
Enterprise Value5.29B
Trailing P/E20.15
Forward P/E12.11
PEG Ratio12.11
Price / Sales (TTM)4.08
Price / Book (MRQ)2.12
EV / Revenue1.41

Price Summary

52-Week Low51.76
52-Week High75.42
50-Day MA67.53
200-Day MA62.43
Beta0.87

Dividends

Forward Div Rate10.40
Forward Div Yield+14.20%
Trailing Div Rate2.60
5Y Avg Div Yield+458.00%
Payout Ratio+70.08%
Dividend Date2025-04-16
Ex-Dividend Date2026-04-13