Julius Baer Gruppe (BAER.SW) Aandeel Koers

Julius Baer Gruppe Koers

SIX·GESLOTEN
70,00
​
Markt gesloten

In de afgelopen 19 jaar liet Julius Baer Gruppe de omzet jaarlijks met 3,9% groeien tot 5,92 Miljard CHF. De winst per aandeel is de afgelopen 19 jaar met 1,2% per jaar gegroeid. Bij Julius Baer Gruppe is de nettowinstmarge met 12,9% ten opzichte van 25,4% enkele jaren geleden gedaald. Op de huidige koers komt het dividendrendement uit op ongeveer 3,71%. De uitkeringsratio ligt rond 70% van de winst. Het dividend is de afgelopen 15 jaar met 13,5% per jaar gegroeid. Het consensus-koersdoel voor Julius Baer Gruppe op 12 maanden bedraagt 68,14 CHF, circa 2,7% onder de huidige koers. Van de 24 analisten geven 13 het aandeel een koopadvies — per saldo een Kopen-consensus.

Julius Baer Gruppe aandeelkoers

Deze data ophalen via de Eulerpool API

Julius Baer Gruppe bedrijfsmodel & aandelenanalyse

De Julius Baer Group AG is een Zwitsers particuliere bank gespecialiseerd in vermogensbeheer. Het bedrijf werd opgericht in 1890 en is inmiddels een van de toonaangevende banken in deze sector. De bank heeft haar hoofdkantoor in Zürich en beschikt over filialen in diverse regio's wereldwijd.

Veelgestelde vragen over Julius Baer Gruppe

The business model of Julius Baer Gruppe AG focuses on providing comprehensive wealth management services. As a leading Swiss private banking group, Julius Baer offers a range of financial solutions tailored to meet the individual needs of its clients. The company is committed to preserving and growing its clients' wealth over the long term by offering personalized investment advice, portfolio management, and access to a wide range of investment products. Julius Baer's strong expertise in global financial markets, combined with its client-centric approach, has positioned it as a trusted partner for individuals and institutions seeking to achieve their financial goals.

Julius Baer Gruppe AG is primarily active in the financial services industry. With its headquarters in Switzerland, the company offers a wide range of private banking and wealth management services. As one of the leading global wealth managers, Julius Baer caters to high-net-worth individuals and families, providing investment advice, asset management, and financial solutions. Its expertise and focus within the financial services sector position Julius Baer Gruppe AG as a trusted partner for clients seeking personalized and comprehensive wealth management services.

The main competitors of Julius Baer Gruppe AG in the market are Credit Suisse Group AG, UBS Group AG, and Swissquote Group Holding Ltd.

Julius Baer Gruppe AG is a renowned Swiss private banking group with a rich history and solid background. Established in 1890, the company has grown into a global leader in wealth management services. Julius Baer prides itself on providing exceptional financial solutions and personalized advice to high-net-worth individuals and institutional clients. With a strong focus on client satisfaction and long-term relationships, Julius Baer has expanded its presence across key international financial centers. Combining traditional values with innovative strategies, the company continues to adapt and thrive in the ever-evolving financial landscape, earning its reputation as a trusted partner in wealth management.

Julius Baer Gruppe AG has achieved several significant milestones in its history. The company has successfully established itself as a leading Swiss private banking group since its foundation in 1890. Over the years, Julius Baer has expanded its global presence, with a strong focus on wealth management services. The company has consistently delivered strong financial results and has been recognized for its outstanding client service. Julius Baer has also made strategic acquisitions and partnerships to further enhance its market position. With a rich heritage and commitment to excellence, Julius Baer Gruppe AG continues to be a trusted name in the financial industry.

Julius Baer Gruppe AG is primarily present in Switzerland, with its headquarters located in Zurich. As one of the leading Swiss private banking groups, the company also has a strong presence in other key financial centers worldwide. Julius Baer serves clients globally, with a particular focus on Europe, the Asia-Pacific region, and the Middle East. With a network of offices spanning over 25 countries, including major cities such as Geneva, Singapore, Dubai, and Hong Kong, Julius Baer Gruppe AG offers its high-net-worth clients a comprehensive range of advisory and wealth management services.

Julius Baer Gruppe AG represents a strong set of values and a distinctive corporate philosophy. The company is dedicated to providing exceptional financial services, focusing on personalized wealth management solutions for its clients. Julius Baer Gruppe AG places a high emphasis on integrity, professionalism, and trust in their dealings. With a commitment to long-term relationships, they strive to deliver innovative and comprehensive financial solutions tailored to individual needs. By combining extensive expertise with a global perspective, Julius Baer Gruppe AG aims to create sustainable value for their clients while adhering to the highest standards of ethics and responsibility.

Analisten hanteren momenteel een gemiddeld koersdoel van 67,60 CHF voor het aandeel Julius Baer Gruppe (mediaan: 68,14 CHF), oftewel -3,4 % ten opzichte van de laatste koers. De consensus is gebaseerd op 24 analistenratings.

24 analisten beoordelen het aandeel Julius Baer Gruppe momenteel: 13 adviseren kopen, 9 houden en 2 verkopen. Voor 2026 verwachten analisten dat Julius Baer Gruppe een omzet van 4,45 Miljard CHF en winst per aandeel van 5,99 CHF behaalt.

Omgezet tegen de huidige wisselkoers noteert het aandeel Julius Baer Gruppe op 75,02 EUR (70,00 CHF).

Het aandeel Julius Baer Gruppe (BAER.SW) is genoteerd aan 6 beurzen, waaronder: London (0QO6.L), SIX (Zürich) (BAER.SW), Frankfurt (JGE.F), München (JGE.MU), Düsseldorf (JGE.DU).

The Julius Baer Group AG is a global private banking group headquartered in Zurich, Switzerland. It offers a wide range of services from wealth management to investment advice, primarily for wealthy private clients in Europe. The bank is divided into three main business areas: Watchmaking, International Private Banking, and Asset Management. The Watchmaking division focuses on traditional Swiss watchmaking craftsmanship and specializes in producing high-quality watches and timepieces. The International Private Banking division offers a variety of services to clients holding wealth ranging from CHF 1 million to CHF 500 million, including credit facilities, financing and investment advice, investment management, as well as wealth and estate planning. The Asset Management division provides specialized asset management services for private and institutional clients worldwide, including portfolio management, investment funds, structured products, and hedge funds. Julius Baer Group AG offers a wide range of products to meet the specific needs of each customer, including traditional banking services such as credit and deposit accounts, as well as specialized investment products such as hedge funds and private equity services. The bank also emphasizes the integration of technology into its business practices to provide an additional level of customer service and adaptability. This includes offering digital services such as online portfolios and a mobile investment app that provides customers with access to their portfolios, real-time information, and analysis tools. Julius Baer also places great importance on adhering to the highest ethical and professional standards and has established a number of internal and external committees to ensure compliance with the strictest rules and regulations. The bank operates internationally and has offices in Europe, Asia, and Latin America. In summary, the business model of Julius Baer Group AG encompasses a wide range of specialized financial services for wealthy private clients, institutional investors, and affluent retail clients worldwide. The bank offers a variety of products and services, including traditional banking services, investment products, and digital solutions tailored to the specific needs of each customer. Ensuring the highest ethical and professional standards is a central concern for the bank.

De verwachte omzet van Julius Baer Gruppe bedraagt 4,45 Miljard CHF. Deze cijfers zijn gebaseerd op huidige financiële gegevens en weerspiegelen de bedrijfsresultaten van het bedrijf.

De verwachte winst van Julius Baer Gruppe bedraagt 1,23 Miljard CHF. De nettowinst weerspiegelt de rentabiliteit van het bedrijf na aftrek van alle kosten.

De koers-winstverhouding (P/E) van Julius Baer Gruppe bedraagt momenteel 11,69. De P/E-ratio vergelijkt de huidige aandeelkoers met de winst per aandeel en helpt beleggers de waardering van het Julius Baer Gruppe-aandeel in te schatten.

De koers-omzetverhouding (P/S) van Julius Baer Gruppe bedraagt momenteel 3,24. De P/S-ratio vergelijkt de marktkapitalisatie met de jaarlijkse opbrengsten en dient als waarderingsmaatstaf voor het Julius Baer Gruppe-aandeel.

De Eulerpool Kwaliteitsscore voor Julius Baer Gruppe is 5/10.

De ISIN van Julius Baer Gruppe is CH0102484968. De ISIN (International Securities Identification Number) is een wereldwijd unieke identificatie voor wertpapieren.

De WKN van Julius Baer Gruppe is A0YBDU. De WKN (Wertpapierkennnummer) is een zescijferig Duits identificatienummer voor wertpapieren.

Het tickersymbool van Julius Baer Gruppe is BAER.SW. Onder dit beurstickersymbool wordt het Julius Baer Gruppe-aandeel op de beurs verhandeld.

Fair ValueTerminal
63,70 CHF
Over-/OnderwaarderingTerminal
Redelijk gewaardeerd
Industrie
Kapitaalmarkten
Aantal aandelen
Werknemers
Omzet per werknemer
875.103,43 CHF
Omzetgroei Ø5 jaar
EBIT-groei Ø5 jaar
Nettowinst-groei Ø5 jaar
Valuta
CHF
Beursintroductie
1 okt 2009
ISIN
CH0102484968
CUSIP
H4414N103
SEDOL
B4R2R50
Marktkapitalisatie
52-weekbereik
AAQS
5 / 10
PEG-ratio
3,34
K/W-ratio
K/We 2026
11,68
K/We 2027
11,23
K/We 2028
9,98
K/We 2029
9,38
K/O-ratio
K/Oe
3,24
EV/EBIT
31,81
Koers-Boekverhoudung
1,99
ROE (Rendement op Eigen Vermogen)
ROA (Rendement op Activa)
ROCE (Rendement op Ingebruikt Kapitaal)
ROIC (Rendement op Geïnvesteerd Kapitaal)
2,55 %
Dividend
Dividendrendement
3,71 %
Geschat dividendrendement
3,71 %
Uitkeringsratio
69,98 %
Dividendgroei Ø5J
—
Dividenden per jaar
1
Dividend betaald sinds
16 jaren
Dividend niet verlaagd sinds
4 jaren
Dividend verhoogd sinds
0 jaren
Bronbelasting
35,00 %
Laatst bijgewerkt 8 okt 2026, 09:15

Julius Baer Gruppe Ticker

DÜSSELDORF · JGE.DUFRANKFURT · JGE.FLONDON · 0QO6.LMÜNCHEN · JGE.MUOTC · JBARFSIX · BAER.SW

Julius Baer Gruppe FIGI

BAER:SW · BBG000PJ8DQ5BAER:EO · BBG000PLWJ80BAER:XC · BBG000PLWL03BAER:XE · BBG000PLWMZ3BAER:XL · BBG000PLWNY2BAER:XO · BBG000PLWPG7BAER:XS · BBG000PLWSB6BAER:E1 · BBG000PLWTX0BAER:XT · BBG000PLWV38BAER:XW · BBG000PLWVC8BAERZ:IX · BBG000PM17X0JGE:GR · BBG000PM1LH7