Julius Baer Gruppe (BAER.SW) Stock Price

Julius Baer Gruppe Price

SIX·CLOSED
75.86CHF+0.94 (+1.25 %)
Market closed

Over the last 19 years Julius Baer Gruppe grew revenue by 3.9% annually, reaching 5.92 B CHF. Earnings per share have grown at 1.2% per year over the last 19 years. For Julius Baer Gruppe, the net margin of 12.9% is down versus 25.4% a few years ago. At today's price the dividend yield works out to roughly 3.43%. The payout ratio is around 70% of earnings. The dividend has grown at 13.3% per year over the past 15 years. The consensus 12-month price target for Julius Baer Gruppe is 68.14 CHF, about 10.2% below where the stock trades today. Of 24 analysts, 13 rate the stock a buy — an overall Buy consensus. The stock trades about 44% above its 52-week low.

Julius Baer Gruppe stock price

Volume
Ex-Dividend
Details

Stock Price

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
8/28/202675.86 CHF
8/27/202674.92 CHF
8/26/202675.44 CHF
8/25/202674.56 CHF
8/24/202674.92 CHF
8/21/202674.48 CHF
8/20/202674.80 CHF
8/19/202675.20 CHF
8/18/202675.24 CHF
8/17/202675.80 CHF
8/14/202675.80 CHF
8/13/202674.96 CHF
8/12/202675.68 CHF
8/11/202675.64 CHF
8/10/202675.42 CHF
8/7/202675.16 CHF
8/6/202674.16 CHF
8/5/202674.02 CHF
8/4/202672.44 CHF
8/3/202671.78 CHF
7/31/202670.88 CHF
7/30/202671.10 CHF
7/29/202670.10 CHF
7/28/202670.76 CHF
7/27/202670.54 CHF
7/24/202670.56 CHF
7/23/202669.26 CHF
7/22/202670.04 CHF
7/21/202670.80 CHF
7/20/202673.72 CHF
Access this data via the Eulerpool API

Julius Baer Gruppe Revenue, EBIT, Net Income

  • 3 Years

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  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2022
4.52 B CHF
1.30 B CHF
949.60 M CHF
Jan 1, 2023
3.24 B CHF
655.90 M CHF
454.00 M CHF
Jan 1, 2024
3.90 B CHF
1.07 B CHF
1.02 B CHF
Jan 1, 2025
5.92 B CHF
937.60 M CHF
763.70 M CHF
Jan 1, 2026 (e)
4.45 B CHF
1.40 B CHF
1.23 B CHF
Jan 1, 2027 (e)
4.61 B CHF
1.41 B CHF
1.28 B CHF
Jan 1, 2028 (e)
4.87 B CHF
1.53 B CHF
1.44 B CHF
Jan 1, 2029 (e)
5.24 B CHF
1.71 B CHF
1.51 B CHF

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

Last updated Sep 1, 2026, 11:25 AM
 
REVENUEB CHF
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEB CHF
EBITB CHF
EBIT MARGIN%
NET INCOMEB CHF
NET INCOME GROWTH%
DIV.CHF
DIV. GROWTH%
SHARESM
2014201520162017201820192020202120222023202420252026e2027e2028e2029e
2.552.692.853.253.373.384.064.274.523.243.905.924.454.614.875.24
16.045.815.8614.033.540.4520.025.125.98-28.3720.3151.96-24.873.515.677.75
100.00100.00100.00100.00100.00100.00100.00100.00100.0025.10100.0067.6567.6567.6567.6567.65
2.552.692.853.253.373.384.064.274.520.813.904.013.013.123.293.55
0.650.300.861.001.020.831.231.421.300.661.070.941.401.411.531.71
25.4110.9529.9830.8730.2624.6630.2033.2328.7320.2227.4315.8231.5630.5531.4632.69
0.370.120.620.700.740.460.701.080.950.451.020.761.231.281.441.51
95.72-66.94411.5713.734.40-36.8750.4355.01-12.29-52.16125.11-25.3461.213.7412.705.01
0.601.001.101.201.401.500.751.282.602.602.602.602.603.123.74
66.6710.009.0916.677.14-50.0070.67103.1320.0019.87
218.61217.40216.90217.98217.02216.93215.03213.21206.60206.12205.94205.55205.55205.55205.55205.55
Details

Income Statement Key Figures

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.
  • 3 Years

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  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2021
100.00 %
33.25 %
25.35 %
Jan 1, 2022
100.00 %
28.72 %
21.00 %
Jan 1, 2023
25.11 %
20.25 %
14.01 %
Jan 1, 2024
100.00 %
27.45 %
26.23 %
Jan 1, 2025
67.65 %
15.83 %
12.89 %
Jan 1, 2026 (e)
67.65 %
31.57 %
27.65 %
Jan 1, 2027 (e)
67.65 %
30.55 %
27.71 %
Jan 1, 2028 (e)
67.65 %
31.46 %
29.57 %

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.
  • 3 Years

  • 5 Years

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  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2021
20.02 CHF
6.66 CHF
5.07 CHF
Jan 1, 2022
21.89 CHF
6.29 CHF
4.60 CHF
Jan 1, 2023
15.72 CHF
3.18 CHF
2.20 CHF
Jan 1, 2024
18.92 CHF
5.19 CHF
4.96 CHF
Jan 1, 2025
28.81 CHF
4.56 CHF
3.72 CHF
Jan 1, 2026 (e)
21.65 CHF
6.83 CHF
5.99 CHF
Jan 1, 2027 (e)
22.41 CHF
6.85 CHF
6.21 CHF
Jan 1, 2028 (e)
23.68 CHF
7.45 CHF
7.00 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

Details

Fair Value Estimate

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

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

Julius Baer Gruppe annual returns

Details

Annual Return

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 of Julius Baer Gruppe was 205.55 M in 2025. This indicates how many shares Julius Baer Gruppe is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
  • 3 Years

  • 5 Years

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  • 25 Years

  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2021
213.21 M Stocks
Jan 1, 2022
206.60 M Stocks
Jan 1, 2023
206.12 M Stocks
Jan 1, 2024
205.94 M Stocks
Jan 1, 2025
205.55 M Stocks
Jan 1, 2026 (e)
205.55 M Stocks
Jan 1, 2027 (e)
205.55 M Stocks
Jan 1, 2028 (e)
205.55 M Stocks

Julius Baer Gruppe Dividend History

17 years of dividend payments

YearAnnual DividendYoY ChangePayments
20262.60CHFYTD
Apr 13, 20262.60CHF 0.0%1/1
20252.60CHF 0.0%
Apr 14, 20252.60CHF 0.0%1/1
20242.60CHF 0.0%
20232.60CHF 0.0%
20222.60CHF 306.3%
20210.64CHF 14.7%
20200.75CHF 50.0%
20191.50CHF 7.1%
20181.40CHF 16.7%
20171.20CHF 9.1%

Julius Baer Gruppe dividend history and estimates

In 2025, Julius Baer Gruppe paid a dividend amounting to 2.60 CHF. Dividend means that Julius Baer Gruppe distributes a portion of its profits to its owners.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Dividend
Dividend (Estimate)
Details
Date
Dividend
Dividend (Estimate)
Jan 1, 2021 (e)
0.64 CHF
0.64 CHF
Jan 1, 2022
2.60 CHF
0.00 CHF
Jan 1, 2023
2.60 CHF
0.00 CHF
Jan 1, 2024
2.60 CHF
0.00 CHF
Jan 1, 2025
2.60 CHF
0.00 CHF
Jan 1, 2026
2.60 CHF
0.00 CHF
Jan 1, 2027 (e)
0.00 CHF
3.12 CHF
Jan 1, 2028 (e)
0.00 CHF
3.74 CHF

Julius Baer Gruppe dividend payout ratio

In 2025, Julius Baer Gruppe had a payout ratio of 69.98%. The payout ratio indicates the percentage of the company's profits that Julius Baer Gruppe distributes as dividends.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2021
12.61 %
Jan 1, 2022
56.57 %
Jan 1, 2023
118.04 %
Jan 1, 2024
52.39 %
Jan 1, 2025
69.98 %
Jan 1, 2026 (e)
43.44 %
Jan 1, 2027 (e)
50.23 %
Jan 1, 2028 (e)
53.47 %

Current Julius Baer Gruppe forecasts and price targets in September 2026

Analyst Price Targets 2026
Δ MOM Price Target
4.87 %
Buy
54.17 % (13)
Hold
37.50 % (9)
Sell
8.33 % (2)
12M Price Target
68.14
Last Price
75.82
Currency
CHF
12M Return Potential
-10.13 %
LTM Return
0 %

Julius Baer Gruppe Analyst Rating Actions

DateFirmActionRatingReliability
3/2/2021
HSBC
HSBC
UpgradeHoldBuy
8/17/2012
Citigroup
Citigroup
DowngradeBuyNeutral48

Eulerpool Reliability Score (0–100): measures how often a firm’s bullish or bearish calls were directionally correct three months later, blended with the average return following its calls. Every rating we record is stored permanently and scores update continuously; firms with fewer than 3 measured calls are not scored yet.

Julius Baer Gruppe Earnings Estimates & Surprises

DateEPS estimateEPS ActualRevenue EstimatePrice reactionQuarterly report
1/31/20241.69CHF-1.95 BCHF-2023 Q4
2/2/20232.52CHF-1.86 BCHF-2022 Q4
7/25/20222.30CHF-1.92 BCHF-2022 Q2
2/2/20222.49CHF-1.89 BCHF-2021 Q4
7/21/20213.09CHF-2.01 BCHF-2021 Q2
2/1/20212.05CHF-1.74 BCHF-2020 Q4
7/20/20202.53CHF-1.85 BCHF-2020 Q2
2/3/20201.89CHF-1.70 BCHF-2019 Q4
7/22/20191.83CHF-1.71 BCHF-2019 Q2
2/4/20191.65CHF-1.64 BCHF-2018 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
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.
3.07450%
Dodge & Cox
Dodge & Cox
2.03041%
Zürcher Kantonalbank (Asset Management)
Zürcher Kantonalbank (Asset Management)
2.00791%
UBS Fund Management (Switzerland) AG
UBS Fund Management (Switzerland) AG
...

Julius Baer Gruppe Beneficial Ownership Filings (SEC 13D/G)

Free Float
99.6%
Float Shares
-
Shares Outstanding
-

Julius Baer Gruppe Executives and Management Board

23 members · avg. age 58 · 26 % women

Management

SB

Mr. Stefan Bollinger (51)

Chief Executive Officer, Member of the Executive Board

EK

Ms. Evangelia Kostakis (49)

Chief Financial Officer, Member of the Executive Board

GR

Mr. Guido Ruoss (49)

Chief Human Resources Officer, Head - Corporate Affairs, Member of the Executive Board

HB

Hr. Yves Bonzon (60)

Co-Head of Investment and Wealth Management Solutions, Chief Investment Officer, Member of the Executive Board

II

Mr. Ivan Ivanic

Chief Risk Officer, Member of the Executive Board

AL

Mr. Alexander Van Leeuwen

Head - Investor Relations

Board of Directors

RC

Mr. Richard Campbell-Breeden (63)

Non-Executive Independent Vice Chairman of the Board

341,000.00 CHF
TM

Mr. Tomas Muina (65)

Non-Executive Independent Director

311,000.00 CHF
OZ

Ms. Olga Zoutendijk (64)

Non-Executive Independent Director

300,000.00 CHF
JH

Mr. Juerg Hunziker (62)

Non-Executive Independent Director

287,000.00 CHF
EZ

Mrs. Eunice Zehnder-Lai (58)

Non-Executive Independent Director

286,000.00 CHF
KS

Ms. Kathryn Shih (67)

Non-Executive Independent Director

273,000.00 CHF

Julius Baer Gruppe Supply Chain

Julius Baer Gruppe Supply Chain

Correlation: how closely stock prices move together

Same directionNo relationOpposite
12 companies
#NameTrend
1
BlackRock
Supplier·Customer·Capital Markets·US
0.47
0.07
0.88
0.91
0.91
0.93
2
Sun Life Financial
Supplier·Customer·Insurance·CA
-0.48
-0.49
0.75
0.76
0.26
0.77
3
Yangzijiang Shipbuilding
Supplier·Customer·Machinery·CN
-0.50
-0.48
0.68
0.41
0.49
0.73
4
Surya Esa Perkasa
Supplier·Customer·Thrifts & Mortgage Finance·ID
-0.07
-0.24
0.42
0.15
-0.37
0.68
5
NS Tool
Supplier·Customer·Machinery·JP
0.47
-0.24
0.68
0.52
0.30
0.67
#NameTrend
1
Kingfish
Supplier·Customer·Food Products·NL
0.37
0.02
-0.48
0.55
0.72
2
Quabit Inmobiliaria SA
Supplier·Customer·Real Estate Management & Development·ES
-0.23
-0.21
-0.51
-0.64
-0.54
3
Catalyst Media Group
Supplier·Customer·Media·GB
0.05
-0.56
-0.79
-0.81
-0.64
4
Aun Consulting
Supplier·Customer·Media·JP
0.14
-0.08
-0.16
0.76
0.70
0.20
5
Temenos
Supplier·Software·CH
-0.18
0.04
-0.09
0.78
0.76
0.24

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.

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.

Analysts currently set an average price target of 67.60 CHF for the Julius Baer Gruppe stock (median: 68.14 CHF), implying -10.8 % versus the latest price. The consensus is based on 24 analyst ratings.

24 analysts currently rate the Julius Baer Gruppe stock: 13 recommend buying, 9 holding and 2 selling. For 2026, analysts expect Julius Baer Gruppe to generate revenue of 4.45 B CHF and earnings per share of 5.98 CHF.

Converted at the current exchange rate, the Julius Baer Gruppe share trades at 80.80 EUR (75.86 CHF).

The Julius Baer Gruppe share (BAER.SW) is listed on 6 stock exchanges, including: Frankfurt (JGE.F), München (JGE.MU), Düsseldorf (JGE.DU), London (0QO6.L), SIX (Zürich) (BAER.SW).

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.

The expected revenue of Julius Baer Gruppe is 4.45 B CHF. This figure is based on current financial data and reflects the company's business performance.

The expected profit of Julius Baer Gruppe is 1.23 B CHF. The net profit reflects the company's profitability after deducting all expenses.

The price-to-earnings ratio (P/E) of Julius Baer Gruppe is currently 12.68. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Julius Baer Gruppe stock.

The price-to-sales ratio (P/S) of Julius Baer Gruppe is currently 3.50. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Julius Baer Gruppe stock.

The Eulerpool Quality Score for Julius Baer Gruppe is 5/10.

The ISIN of Julius Baer Gruppe is CH0102484968. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The WKN of Julius Baer Gruppe is A0YBDU. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.

The ticker of Julius Baer Gruppe is BAER.SW. The ticker symbol is used to trade Julius Baer Gruppe shares on the stock exchange.

Over the past 12 months, Julius Baer Gruppe paid a dividend of 2.60 CHF . This corresponds to a dividend yield of about 3.43 %. For the coming 12 months, Julius Baer Gruppe is expected to pay a dividend of 3.12 CHF.

The current dividend yield of Julius Baer Gruppe is 3.43 %.

Julius Baer Gruppe pays a dividend, distributed in the months of , , , .

Julius Baer Gruppe paid dividends every year for the past 16 years.

For the upcoming 12 months, dividends amounting to 3.12 CHF are expected. This corresponds to a dividend yield of 4.11 %.

Julius Baer Gruppe is assigned to the 'Finance' sector.

To receive the latest dividend of Julius Baer Gruppe from amounting to 2.6 CHF, you needed to have the stock in your portfolio before the ex-date on .

The last dividend was paid out on .

In the year 2025, Julius Baer Gruppe distributed 2.6 CHF as dividends.

The dividends of Julius Baer Gruppe are distributed in CHF.