Julius Bär Gruppe AG (JBAXY)
- Previous Close
12.26 - Open
12.45 - Bid 12.25 x 40000
- Ask 12.31 x 40000
- Day's Range
12.26 - 12.46 - 52 Week Range
10.45 - 14.68 - Volume
41,717 - Avg. Volume
142,400 - Market Cap (intraday)
12.718B - Beta (5Y Monthly) 1.08
- PE Ratio (TTM)
9.98 - EPS (TTM)
1.23 - Earnings Date Jul 22, 2025
- Forward Dividend & Yield 0.64 (5.19%)
- Ex-Dividend Date Apr 15, 2025
- 1y Target Est
12.88
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, family office services; lombard and bespoke lending solutions. It also offers open product platform solutions. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
www.juliusbaer.com7,595
Full Time Employees
December 31
Fiscal Year Ends
Sector
Industry
Recent News: JBAXY
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Performance Overview: JBAXY
Trailing total returns as of 4/24/2025, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .
YTD Return
1-Year Return
3-Year Return
5-Year Return
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Statistics: JBAXY
View MoreValuation Measures
Market Cap
12.72B
Enterprise Value
--
Trailing P/E
10.00
Forward P/E
9.19
PEG Ratio (5yr expected)
0.35
Price/Sales (ttm)
2.62
Price/Book (mrq)
1.49
Enterprise Value/Revenue
3.74
Enterprise Value/EBITDA
--
Financial Highlights
Profitability and Income Statement
Profit Margin
26.47%
Return on Assets (ttm)
1.01%
Return on Equity (ttm)
15.74%
Revenue (ttm)
3.86B
Net Income Avi to Common (ttm)
1.02B
Diluted EPS (ttm)
1.23
Balance Sheet and Cash Flow
Total Cash (mrq)
38.81B
Total Debt/Equity (mrq)
--
Levered Free Cash Flow (ttm)
--
Research Analysis: JBAXY
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View MoreJulius Baer - Unique Pure Play Private Bank
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
RatingPrice TargetJulius Baer's 2022 Could Prove To Be More Challenging
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
RatingPrice TargetJulius Baer's 2022 Could Prove To Be More Challenging
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
RatingPrice TargetJulius Baer Trading Update: Market Disappointment Creates Buying Opportunity
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
RatingPrice Target