Yahoo
Swiss - Delayed Quote CHF

Julius Bär Gruppe AG (BAER.SW)

75.72 -0.34 (-0.45%)
As of 12:10:31 PM GMT+2. Market Open.
Chart Range Bar
Loading chart for BAER.SW
  • Previous Close 76.06
  • Open 76.00
  • Bid 75.70 x --
  • Ask 75.72 x --
  • Day's Range 75.70 - 76.26
  • 52 Week Range 51.76 - 76.86
  • Volume 53,264
  • Avg. Volume 429,148
  • Market Cap (intraday) 15.58B
  • Beta (5Y Monthly) 0.87
  • PE Ratio (TTM) 13.67
  • EPS (TTM) 5.54
  • Earnings Date --
  • Forward Dividend & Yield 2.60 (3.42%)
  • Ex-Dividend Date Apr 13, 2026
  • 1y Target Est 74.38

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

www.juliusbaer.com

7,675

Full Time Employees

December 31

Fiscal Year Ends

Asset Management

Industry

Performance Overview

Trailing total returns as of 8/31/2026, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

BAER.SW
26.63%
MSCI WORLD (^990100-USD-STRD)
11.78%

1-Year Return

BAER.SW
36.95%
MSCI WORLD (^990100-USD-STRD)
19.29%

3-Year Return

BAER.SW
46.70%
MSCI WORLD (^990100-USD-STRD)
66.59%

5-Year Return

BAER.SW
52.82%
MSCI WORLD (^990100-USD-STRD)
58.38%

Analyst Insights

View More

Analyst Price Targets

56.00 Low
74.38 Average
75.72 Current
82.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Statistics

View More

Valuation Measures

Annual
As of 8/27/2026
  • Market Cap

    15.54B

  • Enterprise Value

    --

  • Trailing P/E

    13.63

  • Forward P/E

    12.06

  • PEG Ratio (5yr expected)

    1.07

  • Price/Sales (ttm)

    3.50

  • Price/Book (mrq)

    2.11

  • Enterprise Value/Revenue

    1.46

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    26.99%

  • Return on Assets (ttm)

    1.03%

  • Return on Equity (ttm)

    16.17%

  • Revenue (ttm)

    4.23B

  • Net Income Avi to Common (ttm)

    1.14B

  • Diluted EPS (ttm)

    5.54

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    46.43B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    --

Compare

Select to analyze similar companies using key performance metrics; select up to 4 stocks.

People Also Watch

Mobilize your Website
View Site in Mobile | Classic
Share by: