Julius Baer Gruppe (BAER.SW) Stock Price

Julius Baer Gruppe Price

🇨🇭SIX·CLOSED
66.02CHF
Market closed
Today +/-
Today %

Julius Baer Gruppe (BAER.SW) Stock | ISIN CH0102484968 | WKN A0YBDU. The current Julius Baer Gruppe stock price is 66.02 CHF (2026). Revenue is 4.38 B CHF. Net income is 1.1 B CHF. The P/E ratio is 12.31. Market capitalization is 13.57 B CHF. Julius Baer Gruppe operates in the Finance sector.

Over the last 19 years Julius Baer Gruppe grew revenue by 6.2% annually, reaching 6.09 B CHF. Earnings per share have grown at 5.4% per year over the last 19 years. For Julius Baer Gruppe, the net margin of 12.5% is down versus 25.4% a few years ago. At today's price the dividend yield works out to roughly 3.94%. The payout ratio is around 41% of earnings. The dividend has grown at 13.3% per year over the past 15 years.

Julius Baer Gruppe stock price

Ex-Dividend
Details

Stock Price

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How to Read This Chart

This chart tracks the historical stock price of Julius Baer Gruppe over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Julius Baer Gruppe stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Julius Baer Gruppe's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Julius Baer Gruppe Stock Price History
DateJulius Baer Gruppe Price
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Julius Baer Gruppe Revenue, EBIT, Net Income

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Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2006
1.95 B CHF
0 CHF
290.5 M CHF
Jan 1, 2007
2.46 B CHF
0 CHF
393.73 M CHF
Jan 1, 2008
2.52 B CHF
0 CHF
356.94 M CHF
Jan 1, 2009
1.88 B CHF
0 CHF
388.7 M CHF
Jan 1, 2010
2.08 B CHF
0 CHF
351.99 M CHF
Jan 1, 2011
2.05 B CHF
0 CHF
257.92 M CHF
Jan 1, 2012
2.14 B CHF
0 CHF
267.96 M CHF
Jan 1, 2013
2.52 B CHF
0 CHF
187.53 M CHF
Jan 1, 2014
2.95 B CHF
0 CHF
366.2 M CHF
Jan 1, 2015
3.15 B CHF
0 CHF
121.2 M CHF
Jan 1, 2016
3.39 B CHF
0 CHF
619.4 M CHF
Jan 1, 2017
3.86 B CHF
0 CHF
704.7 M CHF
Jan 1, 2018
4.01 B CHF
0 CHF
735.4 M CHF
Jan 1, 2019
4.11 B CHF
0 CHF
464.8 M CHF
Jan 1, 2020
4.06 B CHF
0 CHF
698 M CHF

Julius Baer Gruppe Income Statement, Balance Sheet, Cash Flow Statement

Last updated Jun 16, 2026, 7:37 AM
 
REVENUE (B CHF)
REVENUE GROWTH (%)
GROSS MARGIN (%)
GROSS INCOME (B CHF)
NET INCOME (B CHF)
NET INCOME GROWTH (%)
DIV. (CHF)
DIV. GROWTH (%)
SHARES (M)
DOCUMENTS
20222023202420252026e2027e2028e2029e
4.525.856.286.094.384.644.935.28
5.9829.267.46-3.06-28.086.036.147.2
85.2165.9261.3463.2887.9982.9978.1972.93
3.853.853.853.853.853.853.853.85
0.950.451.020.761.11.281.391.26
-12.29-52.16125.11-25.3444.4316.068.68-9.35
2.62.62.62.62.62.262.52-
103.13––––-13.0811.5–
208.31205.64205.4205.51205.51205.51205.51205.51
––––––––
Details

Income Statement Key Figures

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Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Julius Baer Gruppe generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Julius Baer Gruppe retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Julius Baer Gruppe's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Julius Baer Gruppe has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Julius Baer Gruppe's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Julius Baer Gruppe stock margins

The Julius Baer Gruppe margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Julius Baer Gruppe. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Julius Baer Gruppe.

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Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2006
85.2 %
0 %
14.89 %
Jan 1, 2007
85.2 %
0 %
16.02 %
Jan 1, 2008
85.2 %
0 %
14.18 %
Jan 1, 2009
85.2 %
0 %
20.63 %
Jan 1, 2010
85.2 %
0 %
16.96 %
Jan 1, 2011
85.2 %
0 %
12.58 %
Jan 1, 2012
85.2 %
0 %
12.53 %
Jan 1, 2013
85.2 %
0 %
7.44 %
Jan 1, 2014
85.2 %
0 %
12.42 %
Jan 1, 2015
85.2 %
0 %
3.85 %
Jan 1, 2016
85.2 %
0 %
18.25 %
Jan 1, 2017
85.2 %
0 %
18.25 %
Jan 1, 2018
85.2 %
0 %
18.35 %
Jan 1, 2019
85.2 %
0 %
11.31 %
Jan 1, 2020
85.2 %
0 %
17.19 %

Julius Baer Gruppe Stock Revenue, EBIT, Earnings per Share

The Julius Baer Gruppe earnings per share therefore indicates how much revenue Julius Baer Gruppe has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2006
9.23 CHF
0 CHF
1.37 CHF
Jan 1, 2007
11.62 CHF
0 CHF
1.86 CHF
Jan 1, 2008
12 CHF
0 CHF
1.7 CHF
Jan 1, 2009
8.9 CHF
0 CHF
1.84 CHF
Jan 1, 2010
9.84 CHF
0 CHF
1.67 CHF
Jan 1, 2011
9.87 CHF
0 CHF
1.24 CHF
Jan 1, 2012
10.56 CHF
0 CHF
1.32 CHF
Jan 1, 2013
11.76 CHF
0 CHF
0.88 CHF
Jan 1, 2014
13.5 CHF
0 CHF
1.68 CHF
Jan 1, 2015
14.42 CHF
0 CHF
0.55 CHF
Jan 1, 2016
15.61 CHF
0 CHF
2.85 CHF
Jan 1, 2017
17.8 CHF
0 CHF
3.25 CHF
Jan 1, 2018
18.38 CHF
0 CHF
3.37 CHF
Jan 1, 2019
18.94 CHF
0 CHF
2.14 CHF
Jan 1, 2020
18.88 CHF
0 CHF
3.25 CHF

Julius Baer Gruppe business model & stock analysis

The Julius Baer Group AG is a Swiss private bank specializing in wealth management. It was founded in 1890 and is now one of the leading banks in this sector. The bank is headquartered in Zurich and has branches in various parts of the world.

Julius Baer Gruppe SWOT Analysis

Strengths

Julius Baer Gruppe AG is a leading financial institution with a strong global presence and a long history of expertise in wealth management.

The company has a robust and loyal client base, comprising high-net-worth individuals and institutional investors.

Julius Baer has a well-established brand reputation for offering personalized and innovative financial solutions to its clients.

Weaknesses

Julius Baer Gruppe AG heavily relies on the performance of global financial markets, making it susceptible to market fluctuations and economic downturns.

The company's dependence on a few key markets and currencies exposes it to geopolitical risks and exchange rate fluctuations.

Limited product diversification compared to some competitors, focusing mainly on wealth management services rather than a broader range of financial services.

Opportunities

The growing demand for wealth management services, particularly in emerging markets, presents an opportunity for Julius Baer to expand its client base.

Strategic partnerships and acquisitions can provide Julius Baer with access to new markets and innovative technologies, enhancing its competitive advantage.

The company can capitalize on the increasing trend towards sustainable and socially responsible investing by offering tailored products in this segment.

Threats

Intense competition in the financial industry poses a threat to Julius Baer's market share and profitability.

Regulatory changes and compliance requirements can increase operating costs and impact the company's business operations.

Global economic uncertainties and volatile financial markets can adversely affect Julius Baer's financial performance and client confidence.

Julius Baer Gruppe Eulerpool Fair Value

Julius Baer Gruppe historical P/E ratio, EBIT multiple, and P/S ratio

Julius Baer Gruppe annual returns

Details

Annual Return

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What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Julius Baer Gruppe shares outstanding

The number of shares was Julius Baer Gruppe in 2025 — This indicates how many shares 205.514 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details
Date
Number of stocks
Jan 1, 2006
211.51 M base_Shares
Jan 1, 2007
211.51 M base_Shares
Jan 1, 2008
209.76 M base_Shares
Jan 1, 2009
211.56 M base_Shares
Jan 1, 2010
210.86 M base_Shares
Jan 1, 2011
207.62 M base_Shares
Jan 1, 2012
202.46 M base_Shares
Jan 1, 2013
214.24 M base_Shares
Jan 1, 2014
218.45 M base_Shares
Jan 1, 2015
218.61 M base_Shares
Jan 1, 2016
217.41 M base_Shares
Jan 1, 2017
216.9 M base_Shares
Jan 1, 2018
217.98 M base_Shares
Jan 1, 2019
217.02 M base_Shares
Jan 1, 2020
215.02 M base_Shares

Julius Baer Gruppe Dividend History

17 years of dividend payments

YearAnnual DividendYoY ChangePayments
20262.6CHFYTD—1×
Apr 13, 20262.6CHF 0.0%1/1
20252.6CHF 0.0%1×
Apr 14, 20252.6CHF 0.0%1/1
20242.6CHF 0.0%1×
20232.6CHF 0.0%1×
20222.6CHF↑ 306.3%1×
20210.64CHF↓ 14.7%1×
20200.75CHF↓ 50.0%2×
20191.5CHF↑ 7.1%1×
20181.4CHF↑ 16.7%1×
20171.2CHF↑ 9.1%1×

Julius Baer Gruppe dividend history and estimates

In 2025, Julius Baer Gruppe paid a dividend amounting to 2.6 CHF. Dividend means that Julius Baer Gruppe distributes a portion of its profits to its owners.

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  • Max

Dividend
Dividend (Estimate)
Details
Date
Dividend
Dividend (Estimate)
Jan 1, 2010
0.4 CHF
0 CHF
Jan 1, 2011
0.6 CHF
0 CHF
Jan 1, 2012
0.6 CHF
0 CHF
Jan 1, 2013
0.6 CHF
0 CHF
Jan 1, 2014
0.6 CHF
0 CHF
Jan 1, 2015
1 CHF
0 CHF
Jan 1, 2016
1.1 CHF
0 CHF
Jan 1, 2017
1.2 CHF
0 CHF
Jan 1, 2018
1.4 CHF
0 CHF
Jan 1, 2019
1.5 CHF
0 CHF
Jan 1, 2020
0.75 CHF
0 CHF
Invalid Date
0.64 CHF
0.64 CHF
Jan 1, 2022
2.6 CHF
0 CHF
Jan 1, 2023
2.6 CHF
0 CHF
Jan 1, 2024
2.6 CHF
0 CHF

Julius Baer Gruppe dividend payout ratio

In 2025, Julius Baer Gruppe had a payout ratio of 40.51%. The payout ratio indicates the percentage of the company's profits that Julius Baer Gruppe distributes as dividends.

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Payout ratio
Details
Date
Payout ratio
Jan 1, 2006
30.96 %
Jan 1, 2007
30.96 %
Jan 1, 2008
30.96 %
Jan 1, 2009
30.96 %
Jan 1, 2010
23.4 %
Jan 1, 2011
47.27 %
Jan 1, 2012
44.41 %
Jan 1, 2013
69.77 %
Jan 1, 2014
35.71 %
Jan 1, 2015
181.82 %
Jan 1, 2016
38.6 %
Jan 1, 2017
36.92 %
Jan 1, 2018
41.42 %
Jan 1, 2019
70.42 %
Jan 1, 2020
23.22 %
Price targets and forecasts for Julius Baer Gruppe are not yet available.

Julius Baer Gruppe Earnings Estimates

Julius Baer Gruppe Earnings Estimates

DateEPS estimateRevenue EstimateQuarterly report
1/31/20241.69CHF1.95 BCHF2023 Q4
2/2/20232.52CHF1.86 BCHF2022 Q4
7/25/20222.3CHF1.92 BCHF2022 Q2
2/2/20222.49CHF1.89 BCHF2021 Q4
7/21/20213.09CHF2.01 BCHF2021 Q2
2/1/20212.05CHF1.74 BCHF2020 Q4
7/20/20202.53CHF1.85 BCHF2020 Q2
2/3/20201.89CHF1.7 BCHF2019 Q4
7/22/20191.83CHF1.71 BCHF2019 Q2
2/4/20191.65CHF1.64 BCHF2018 Q4

EESG©

Eulerpool ESG Scorecard© for the Julius Baer Gruppe stock

69/100
72
Environment
58
Social
77
Governance
E

Environment

20
Scope 1 - Direct Emissions2,736
Scope 2 - Indirect emissions from purchased energy4,143
Scope 3 - Indirect emissions within the value chain9,126
Total CO₂ emissions6,879
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather—
Pesticides—
Palm Oil—
Tobacco
Genetically modified organisms
Climate concept—
Sustainable forestry—
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees42.7
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content
Alcohol
Weapons—
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept—
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Julius Baer Gruppe shareholder structure

% Name
5.492%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
5.02951%
UBS Asset Management (Switzerland)
UBS Asset Management (Switzerland)
4.96506%
T. Rowe Price Associates, Inc.
T. Rowe Price Associates, Inc.
4.60612%
MFS Investment Management
MFS Investment Management
3.27584%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
3.0745%
Dodge & Cox
Dodge & Cox
3.01689%
Pzena Investment Management, LLC
Pzena Investment Management, LLC
2.03041%
Zürcher Kantonalbank (Asset Management)
Zürcher Kantonalbank (Asset Management)
2.00791%
UBS Fund Management (Switzerland) AG
UBS Fund Management (Switzerland) AG
1.87818%
Davis Selected Advisers, L.P.
Davis Selected Advisers, L.P.
...

Julius Baer Gruppe Executives and Management Board

RC

Mr. Richard Campbell-Breeden

(63)

Non-Executive Independent Vice Chairman of the Board

Compensation341,000 CHF
TM

Mr. Tomas Muina

(65)

Non-Executive Independent Director

Compensation311,000 CHF
OZ

Ms. Olga Zoutendijk

(64)

Non-Executive Independent Director

Compensation300,000 CHF
JH

Mr. Juerg Hunziker

(62)

Non-Executive Independent Director

Compensation287,000 CHF
EZ

Mrs. Eunice Zehnder-Lai

(58)

Non-Executive Independent Director

Compensation286,000 CHF

Julius Baer Gruppe Supply Chain

Frequently asked questions about 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.

All fundamentals and in-depth analysis of Julius Baer Gruppe

Our stock analysis for Julius Baer Gruppe Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Julius Baer Gruppe Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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