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Julius Bär Gruppe AG (JBAXY)

18.43 -0.15 (-0.81%)
At close: September 4 at 4:00:00 PM EDT
Chart Range Bar
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  • Previous Close 18.58
  • Open 18.50
  • Bid 18.43 x 453900
  • Ask 18.45 x 164100
  • Day's Range 18.43 - 18.50
  • 52 Week Range 13.07 - 18.93
  • Volume 2,297
  • Avg. Volume 58,569
  • Market Cap (intraday) 18.961B
  • Beta (5Y Monthly) 0.87
  • PE Ratio (TTM) 13.55
  • EPS (TTM) 1.36
  • Earnings Date --
  • Forward Dividend & Yield 0.66 (3.58%)
  • Ex-Dividend Date Apr 14, 2026
  • 1y Target Est 19.50

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 9/4/2026, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

JBAXY
22.89%
MSCI WORLD (^990100-USD-STRD)
11.86%

1-Year Return

JBAXY
36.89%
MSCI WORLD (^990100-USD-STRD)
19.91%

3-Year Return

JBAXY
55.37%
MSCI WORLD (^990100-USD-STRD)
0.00%

5-Year Return

JBAXY
71.38%
MSCI WORLD (^990100-USD-STRD)
57.61%

Analyst Insights

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Analyst Price Targets

19.49
19.50 Average
18.43 Current
19.50 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 3/3/2021
Analyst HSBC
Rating Action Upgrade
Rating Buy
Price Action --
Price Target --

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (5yr expected)

  • 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)

    1.36

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    46.43B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    --

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