Julius Baer Gruppe AG logo

Julius Baer Gruppe AG

TickerBAER.SWVenueSIXSectorFinancial ServicesPrimary listingBeta0.87
CHF 70.00-1.27%
FinScore62

Julius Baer Gruppe AG is a Switzerland-based company in the Financial Services sector with a market capitalisation of $17.5B. Its FinScore is 62/100; its highest-scoring layer is Momentum (79) and its lowest is Value (46). The shares trade at 12.8x trailing earnings and are up 8% year to date.

Market cap
$17.5B
P/E (TTM)
12.8x
Dividend yield (TTM)
3.67%
ROE
15.6%

Share price performance

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About Julius Baer Gruppe AG

www.juliusbaer.com

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, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Profile
Sector
Financial Services
Industry
Asset Management
HQ
Switzerland
Fiscal year-end
December
Trading currency
CHF
Reporting currency
CHF
Fundamentals updated
90 days ago
Market
Market cap
$17.5B
Shares outstanding
205.8M
P/E (TTM)
12.8x
Dividend yield (TTM)
3.67%
Beta (issuer)
0.87
Revenue (latest FY)
CHF 5.9B

Revenue breakdown

Revenue split not available

FinScore

As of 2026-10-19
Overall62
Quality69
Growth55
Value46
Momentum79
Relative Strength67

Snapshot

Ownership

Free float
99.6%
Shares outstanding
205.8M

Holder data is not available for this company yet.

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