Julius Baer Gruppe Stock
Julius Baer Gruppe AG
Company data
- Sector
- Financial Services
- Industry
- Asset Management
- Country
- Switzerland
- CEO
- Stefan Bollinger
- Employees
- 7,675
- Market cap
- CHF14.6 B
- IPO
- 03/04/1995
Julius Bär Gruppe AG is a company operating in the Financial Services sector, specifically within the Asset Management industry. Founded in 1890 and headquartered in Zurich, Switzerland, the firm is listed on the SIX exchange. The company provides wealth management solutions across Switzerland, Europe, the Americas,…
Company description based on the data provider's company data, AI-assisted, created on 15/10/2026. Not investment advice.
Julius Baer Gruppe stock: price history
1D
+0.5%
1W
+0.1%
1M
-2.5%
6M
+12.5%
YTD
+13.6%
1Y
+30.7%
2Y
+31.6%
5Y
+9.1%
10Y
+77.4%
Next earnings date
Next earnings date
No date known
Volatility around earnings
~4% weaker price swings than usual
Julius Baer Gruppe stock scores
- Valuation
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- Trend
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- Quality
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- Dividend
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- Growth
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- Insider
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- Earnings
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- Revisions
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- Sentiment
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- Short Pressure
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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.
Business model & megatrends
Robust business model that benefits noticeably from at least one megatrend.
Julius Bär Group AG is an internationally active financial services provider with a focus on wealth management. The company offers a broad range of services, including investment advice, mandate management, family office services, and wealth planning. Its portfolio also encompasses structured products and securities trading for clients in Europe, America, Asia, and other regions. Founded in 1890 and headquartered in Zurich, the company serves international markets through specialized solutions and product platforms.
- Revenue model
- Mixed
- Recurring revenue
- High
- Pricing power
- Moderate
- Moat
- Wide
- Moat type
- Switching costs
- Capital intensity
- High
- Customer concentration
- Unknown
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Analyst assessment of Julius Baer Gruppe
0
STRONG BUY
1
BUY
1
HOLD
0
SELL
0
STRONG SELL
2
TOTAL · Buy
As of: 02/03/2021
Julius Baer Gruppe stock metrics
P/E
12.77
P/B
1.98
EV/EBITDA
12.01
RETURN ON EQUITY
9.1%
NET MARGIN
21.6%
DEBT/EQUITY
1.51
DIVIDEND YIELD
3.7%
AS OF
30/06/2026
Free float & liquidity
FREE FLOAT
99.6%
FLOAT SHARES
205,012,988
AVG. DAILY VOLUME (30D)
501,519
Institutional holders
Dividends & Stock splits
Dividends
Stock splits
Comparable stocks
Frequently asked questions about Julius Baer Gruppe stock
What does Julius Baer Gruppe do?
Julius Baer Gruppe AG is a company in the Financial Services sector, Asset Management industry, headquartered in Switzerland.
The CEO is Stefan Bollinger, the company employs around 7,675 people.
The IPO was on 03/04/1995; the stock trades on SIX under the ticker BAER.SW.
What do analysts say about Julius Baer Gruppe stock?
2 analysts rate the stock, the consensus is Buy (as of 02/03/2021).
This is an external assessment, not a statement by Market Jury.
When does Julius Baer Gruppe report next?
Around past earnings, price swings were roughly -4% stronger than usual.
Does Julius Baer Gruppe pay a dividend?
Yes. The last dividend was CHF 2.60 per share, ex-date 13/04/2026, paid on 15/04/2026.
The dividend yield is 3.7% (as of 30/06/2026).
Which stocks are comparable to Julius Baer Gruppe?
Comparable stocks include Vontobel Holding, BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial and Ares Management.
How can I get Julius Baer Gruppe stock analyzed?
Clicking "Analyze stock" lets five strategies assess Julius Baer Gruppe against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.
Not investment advice. Past performance is not an indicator of future results.