Julius Bär Gruppe AG (SWX:BAER)
Switzerland · Delayed Price · Currency is CHF | Market Cap | 13.45B +13.8% |
| Revenue (ttm) | 3.76B -2.6% |
| Net Income | 763.70M -25.3% |
| EPS | 3.71 -25.3% |
| Shares Out | 205.00M |
| PE Ratio | 17.66 |
| Forward PE | 12.42 |
| Dividend | 2.60 (3.95%) |
| Ex-Dividend Date | Apr 13, 2026 |
| Volume | 484,962 |
| Average Volume | 559,058 |
| Open | 65.84 |
| Previous Close | 65.78 |
| Day's Range | 64.96 - 66.22 |
| 52-Week Range | 45.50 - 68.60 |
| Beta | 0.85 |
| RSI | 52.34 |
| Earnings Date | Feb 2, 2026 |
About Julius Bär Gruppe AG
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. [Read more]
Financial Performance
In 2025, Julius Bär Gruppe AG's revenue was 3.76 billion, a decrease of -2.60% compared to the previous year's 3.86 billion. Earnings were 763.70 million, a decrease of -25.28%.
Financial StatementsNews
Say hello to 'Bye America!': Three trades to navigate U.S. Big Tech disruption
Tom Watts, portfolio manager at Julius Baer, outlined several trades to diversify away from U.S. tech exposure.
Julius Baer's Tom Watts discusses diversifying trades and safe haven assets.
Speaking with CNBC's "Squawk Box Europe", Tom Watts, portfolio manager at Julius Baer, outlined several diversification trades amid U.S. tech volatility.
Oakmark International Small Cap Strategy Q4 2025 Portfolio Drivers & Decisions
The Oakmark International Small Cap Strategy's return was 1.64% (NET) for the reporting period. Konecranes stock price jumped as it reported earnings that exceeded market expectations. Metso delivered...
Julius Baer CEO calls for Swiss public register of rogue bankers to protect reputation
Switzerland should maintain a public register of bankers who have violated their professional duties, as it continues to rebuild its reputation following the Credit Suisse collapse, the director of Zu...
Julius Bär Gruppe AG (JBAXY) Q4 2025 Earnings Call Transcript
Julius Bär Gruppe AG (JBAXY) Q4 2025 Earnings Call Transcript
Julius Baer (JBAXY) Reports Strong Financial Performance with Record Assets
Julius Baer (JBAXY) Reports Strong Financial Performance with Record Assets
Julius Baer reports FY results
Julius Baer Posts Expected Drop in Profit
Julius Baer reported a sharp drop in profits for 2025 due to a series of previously flagged one-offs including credit write-downs and the sale of its Brazilian subsidiary.
Julius Baer reports net profit of $988 million for 2025
Swiss bank Julius Baer on Monday reported a net profit of 764 million Swiss francs ($988 million) for 2025, down 25% from 2024, but slightly above a consensus expectation of 679 million francs.
Julius Baer Draws Line Under Credit Review as Bank Posts Record Client Assets
Julius Baer said it concluded a review related to legacy credit issues as inflows of client money drove an increase in assets under management for the first 10 months of the year.
Julius Baer announces further loan loss allowances of $184 million
Julius Baer on Monday announced further loan loss allowances of 149 million Swiss francs ($184 million) that will be recognised in the financial accounts in November 2025.
Julius Baer to replace Swiss IT system with Temenos product, sources say
Julius Baer has chosen software provider Temenos to replace its ageing core banking system in the Swiss home market, four people familiar with the matter said, in a quest by the bank to update critica...
Julius Baer faces credit losses from insolvent Degag Group, report says
Swiss private bank Julius Baer is facing significant credit losses after financing real estate projects linked to Germany's now-insolvent Degag Group, the Handelsblatt newspaper reported on Monday. Th...
Julius Bär Gruppe AG (JBAXY) H1 2025 Earnings Conference Call Transcript
Julius Bär Gruppe AG (OTCPK:JBAXY) H1 2025 Earnings Conference Call July 22, 2025 2:30 AM ET Company Participants Stefan Bollinger - CEO & Member of Executive Board Conference Call Participants Oliver...
Julius Baer posts net profit of $370 million
Swiss bank Julius Baer on Tuesday reported a net profit of 295 million Swiss francs ($370 million) for the first half of 2025, down 35% year-on-year.
Julius Baer Sets Midterm Targets
The Swiss bank outlined fresh targets as it seeks to boost growth in its core wealth management business and address legacy issues.
Julius Baer announces further cost cuts of $159 million
Julius Baer will implement further efficiency measures amounting to 130 million Swiss francs ($158.96 million) by 2028, the Swiss private bank said in a strategy update on Tuesday.
Swiss private bank Julius Baer names new South East Asia market heads
Switzerland-based private bank Julius Baer said on Friday it has appointed Shui Wei Ho and Vi Sun Yang as market heads for South East Asia, effective July 1.
Julius Baer's Assets Under Management Decline
The private-banking group posted lower assets under management for the first four months of the year, but said that client activity was elevated.
CEO: Julius Baer does not expect additional major losses after $156 million writedown
Julius Baer does not expect additional major credit losses, CEO Stefan Bollinger said on Wednesday, after the Swiss bank revealed a net charge of 130 million Swiss francs ($156.36 million) in a review...
Julius Baer flags $156 million credit portfolio charge
A review of Julius Baer's credit portfolio had saddled it with a net charge of 130 million Swiss francs ($156.36 million), the Swiss bank said on Tuesday as it announced it was replacing its chief ris...
Julius Baer: Still Reasonably Valued With Buybacks On The Horizon
Following an embarrassing credit-driven loss, reputational risk was a worry of mine when I first covered Swiss private bank Julius Baer last year. Positively, there's no sign of lasting damage. Baer's...
Julius Baer told to pay $5 million for money laundering control failures, source says
Swiss private bank Julius Baer has been ordered by the country's financial regulator to pay more than 4 million Swiss francs ($4.80 million) over alleged money laundering and compliance failures, acco...
Proxy advisory firm ISS opposes Julius Baer board pay package
Institutional Shareholder Services has urged Julius Baer shareholders to reject the remuneration package of the Swiss private bank's board of directors over a proposed doubling of the chair's pay to 2...
Julius Baer pays interim CEO $6.6 million in 2024
Swiss private bank Julius Baer delivered a total pay package to its ad interim chief executive officer Nic Dreckmann of 5.8 million Swiss francs ($6.56 million) in 2024, the firm said in its annual re...