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Swiss - Delayed Quote CHF

Julius Bär Gruppe AG (BAER.SW)

69.00 -0.70 (-1.00%)
At close: October 30 at 5:30:30 PM GMT+1
Chart Range Bar
Loading chart for BAER.SW
  • Previous Close 69.70
  • Open 69.70
  • Bid --
  • Ask --
  • Day's Range 68.54 - 69.70
  • 52 Week Range 53.08 - 78.22
  • Volume 502,929
  • Avg. Volume 432,075
  • Market Cap (intraday) 14.198B
  • Beta (5Y Monthly) 0.87
  • PE Ratio (TTM) 12.45
  • EPS (TTM) 5.54
  • Earnings Date --
  • Forward Dividend & Yield 2.60 (3.77%)
  • Ex-Dividend Date Apr 13, 2026
  • 1y Target Est 76.79

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

Recent News

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Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

BAER.SW
15.39%
MSCI WORLD (^990100-USD-STRD)
9.06%

1-Year Return

BAER.SW
34.29%
MSCI WORLD (^990100-USD-STRD)
9.89%

3-Year Return

BAER.SW
50.69%
MSCI WORLD (^990100-USD-STRD)
0.00%

5-Year Return

BAER.SW
32.91%
MSCI WORLD (^990100-USD-STRD)
53.16%

Analyst Insights

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Analyst Price Targets

56.00 Low
76.79 Average
69.00 Current
87.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • 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)

    --

Company Insights

Research Reports

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