Julius Baer Gruppe (BAER.SW) Akcia Kurs

Julius Baer Gruppe Kurs

SIX·ZATVORENÉ
73,78
​
Trh je zatvorený

Za posledných 19 rokov vzrástli tržby Julius Baer Gruppe o 3,9 % ročne a dosiahli 5,92 Miliarda CHF. Zisk na akciu rástol o 1,2 % ročne za posledných 19 rokov. Pri Julius Baer Gruppe je čistá marža 12,9 % klesla oproti 25,4 % pred niekoľkými rokmi. Pri dnešnej cene je dividendový výnos približne 3,52 %. Výplatný pomer je okolo 70 % zisku. Dividenda rástla o 13,5 % ročne za posledných 15 rokov. Konsenzuálna 12-mesačná cieľová cena pre Julius Baer Gruppe je 68,14 CHF, asi pod cenu o 7,6 %. Z 24 analytikov 13 odporúča nákup — celkový konsenzus je Kúpiť.

Cena akcie Julius Baer Gruppe

Tieto dáta cez Eulerpool API

Akcia Julius Baer Gruppe a analýza akcií

Skupina Julius Baer AG je švajčiarska súkromná banka špecializujúca sa na správu majetku. Bola založená v roku 1890 a dnes patrí medzi popredné banky v tomto sektore. Banka má sídlo v Zürichu a pobočky po celom svete.

Často kladené otázky o akcii 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.

Analytici aktuálne stanovujú priemernú cieľovú cenu 67,60 CHF pre akciu Julius Baer Gruppe (medián: 68,14 CHF), teda -6,9 % voči poslednej cene. Konsenzus vychádza z 24 hodnotení.

24 analytikov aktuálne hodnotí akciu Julius Baer Gruppe: 13 odporúča kúpiť, 9 držať a 2 predať. Na 2026 analytici očakávajú, že Julius Baer Gruppe dosiahne tržby 4,45 Miliarda CHF a zisk na akciu 6,00 CHF.

Pri aktuálnom kurze sa akcia Julius Baer Gruppe obchoduje za 79,16 EUR (73,78 CHF).

Akcia Julius Baer Gruppe (BAER.SW) je kótovaná na 6 burzách, okrem iného: 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.

Tržby očakávané od Julius Baer Gruppe sú 4,45 Miliarda CHF. Táto hodnota je založená na aktuálnych finančných údajoch a odráža obchodnú výkonnosť spoločnosti.

Zisk očakávané od Julius Baer Gruppe je 1,23 Miliarda CHF. Čistý zisk odráža ziskovosť spoločnosti po odpočítaní všetkých nákladov.

Pomer ceny k zisku (P/E) Julius Baer Gruppe je v súčasnosti 12,30. P/E pomer porovnáva aktuálnu cenu akcie s ziskom na akciu a pomáha investorom pochopiť ocenenie akcie Julius Baer Gruppe.

Pomer ceny k tržbám (P/S) Julius Baer Gruppe je v súčasnosti 3,41. P/S pomer porovnáva tržnú kapitalizáciu s ročnými tržbami a slúži ako metryka ocenenia akcie Julius Baer Gruppe.

Skóre kvality AlleAktien pre Julius Baer Gruppe je 5/10.

ISIN Julius Baer Gruppe je CH0102484968. ISIN (Medzinárodné číslo identifikácie cenného papiera) je globálne jedinečný identifikátor cenných papierov.

WKN Julius Baer Gruppe je A0YBDU. WKN (Wertpapierkennnummer) je šesťmiestny nemecký identifikačný kód cenného papiera.

Ticker Julius Baer Gruppe je BAER.SW. Tento burzovný symbol sa používa na obchodovanie akcií Julius Baer Gruppe na burze.

Spravodlivá hodnotaTerminal
76,73 CHF
Nadhodnotenie/podhodnotenieTerminal
Spravodlivo ohodnotená
Sektor
Priemysel
Kapitálové trhy
Počet akcií
Zamestnanci
Tržby na zamestnanca
875 103,43 CHF
Rast tržieb Ø5 rokov
Rast EBIT Ø5 rokov
Rast čistého zisku Ø5 rokov
Webová stránka juliusbaer.com
Mena
CHF
Počiatočná verejná ponuka
1. 10. 2009
ISIN
CH0102484968
CUSIP
H4414N103
SEDOL
B4R2R50
Trhová kapitalizácia
52-týždňový rozsah
AAQS
5 / 10
Rast tržieb (10R) > 5 %
Rast tržieb (3R) > 5 %
Rast EBIT (10R) > 5 %
EBIT-rast (3R) > 5 %
Čisté zadlženie < 4x EBIT
Kontinuita zisku (10J)
EBIT-Drawdown (10J) < 50 %
Vlastný kapitál (ROE) > 15 %
ROCE > 15 %
Očakávaný výnos > 10 %
PEG
3,82
P/E pomer
P/E e 2026
12,30
P/E e 2027
11,86
P/E e 2028
10,51
P/E e 2029
10,04
P/S
P/S e
3,41
EV/EBIT
32,64
KBV
2,10
ROE (Rentabilita vlastného kapitálu)
ROA (Rentabilita aktív)
ROCE (Rentabilita použitého kapitálu)
ROIC (Rentabilita investovaného kapitálu)
2,55 %
Hrubá marža
67,65 %
EBIT marža
15,83 %
Čistá marža
12,89 %
EPS (Zisk na akciu)
3,72 CHF
Čistý dlh / EBIT
16,47
Pomer dlhu k vlastnému imania
3,14
Dividenda
Dividendový výnos
3,52 %
Odhadovaný dividendový výnos
3,52 %
Pomer výplaty dividend
69,98 %
Rast dividend Ø5Y
—
Dividend za rok
1
Dividenda vyplácaná od
16 rokov
Dividenda neznížená od
4 rokov
Dividenda zvýšená od
0 rokov
Sráž. daň z dividend
35,00 %
Posledne aktualizované 5. 10. 2026, 16:07

Julius Baer Gruppe Ticker

DÜSSELDORF · JGE.DUFRANKFURT · JGE.FLONDON · 0QO6.LMNÍCHOV · 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

Ďalšie kľúčové údaje a analýzy Julius Baer Gruppe v podrobnom prieskume

Naša analýza akcií spoločnosti Julius Baer Gruppe obsahuje dôležité finančné ukazovatele, ako sú tržby, zisk, P/E pomer, P/S pomer, EBIT, ako aj informácie o dividende. Okrem toho skúmame aspekty, ako sú akcie, trhová kapitalizácia, dlhy, vlastné imanie a záväzky spoločnosti Julius Baer Gruppe. Ak hľadáte podrobnejšie informácie k týmto témam, na našich podstránkach vám ponúkame podrobné analýzy: