Julius Bär Gruppe AG (SWX: BAER)

Switzerland flag Switzerland · Delayed Price · Currency is CHF
57.62
+0.18 (0.31%)
Dec 20, 2024, 5:30 PM CET
22.28%
Market Cap 11.80B
Revenue (ttm) 3.15B
Net Income (ttm) 374.20M
Shares Out 204.82M
EPS (ttm) 1.82
PE Ratio 31.63
Forward PE 11.61
Dividend 2.60 (4.51%)
Ex-Dividend Date n/a
Volume 458,487
Open 56.80
Previous Close 57.44
Day's Range 56.68 - 57.74
52-Week Range 43.75 - 59.86
Beta 1.20
Analysts n/a
Price Target n/a
Earnings Date Feb 3, 2025

About Julius Bär Gruppe AG

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company offers investment advisory and discretionary mandates; structured products, securities execution and advisory, private markets and fund offering; wealth planning, family office services; asset servicing, and lombard lending solutions. It also provides open product platform solutions. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland. [Read more]

Sector Financials
Founded 1890
Employees 7,425
Stock Exchange SIX Swiss Exchange
Ticker Symbol BAER
Full Company Profile

Financial Performance

In 2023, Julius Bär Gruppe AG's revenue was 3.24 billion, a decrease of -15.93% compared to the previous year's 3.85 billion. Earnings were 454.00 million, a decrease of -52.19%.

Financial Statements

News

BTG, Santander Said in Talks to Buy Julius Baer’s Brazil Unit

Banco BTG Pactual SA and Banco Santander Brasil SA are among firms in talks to acquire Julius Baer Group Ltd.’s Brazil unit, according to people familiar with the matter.

2 days ago - BNN Bloomberg

Chinese money fuels hiring spree among private banks in Hong Kong

Wealth managers like UBS, Bank of Singapore and Julius Baer are expanding teams to cater to surging mainland Chinese money.

5 days ago - South China Morning Post

'We really like the U.S.,' Julius Baer portfolio manager says. Here's where she sees opportunity

Julius Baer portfolio manager reveals the investment opportunities she sees now.

18 days ago - CNBC

Julius Baer Sees 12% Asset Growth as New CEO Prepares to Lead

In 2024, Julius Baer has reported a 12% increase in assets under management, reaching 480 billion Swiss francs, thanks to substantial net new money inflows across key global markets. Between July and ...

4 weeks ago - CEOWORLD magazine

Julius Baer Assets Rise as Inflows Accelerate

The private banking group reported an increase in assets under management as inflows of money from clients in key markets accelerated from the midyear point.

4 weeks ago - The Wall Street Journal

Julius Baer Assets Rise as Inflows Accelerate

The private banking group reported an increase in assets under management as inflows of money from clients in key markets accelerated from the midyear point.

4 weeks ago - WSJ

Julius Baer posts growth in net inflows, CEO to begin Jan. 9

Julius Baer said on Thursday it had registered increased growth in net new money during the July-October period as the Swiss bank said its incoming new CEO Stefan Bollinger would start work on Jan. 9.

4 weeks ago - Reuters

Julius Baer Plans Investor Payout in 2025 After Finma Probe

Julius Baer Group Ltd. said that it expects a “significant” boost to annual profit this year, as an acceleration in client inflows signaled an improvement of confidence in the Swiss wealth manager.

4 weeks ago - BNN Bloomberg

Julius Baer Is Said to Hire Goldman Sachs to Sell Brazil Unit

Julius Baer Group Ltd. hired Goldman Sachs to seek buyers for its Brazilian unit, according to people familiar to the matter, a move that could help the Swiss bank right its footing after some high-pr...

6 weeks ago - BNN Bloomberg

Julius Baer Competitor Profile Report 2024: Insights into the Company's Strategy and Financial Performance, Including Key Data on Assets Under Management

Dublin, Nov. 08, 2024 (GLOBE NEWSWIRE) -- The "Competitor Profile: Julius Baer 2024" company profile has been added to ResearchAndMarkets.com's offering. This report provides a comprehensive analysis ...

6 weeks ago - GlobeNewsWire

Switzerland's Julius Baer looking to sell Brazilian operation, sources say

Swiss private bank Julius Baer has tapped Goldman Sachs to advise on the sale of its Brazilian operation, according to three people familiar with the matter.

6 weeks ago - Reuters

Julius Baer CIO tells rich to brace for private market 'hangover phase'

Clients should be wary of the craze for private markets because the "hangover phase" facing a sector pumped up by low rates and high fees will leave it lagging the returns of public equities, the CIO ...

2 months ago - Reuters

Bank Julius Baer: 'no magic bullet' for the ailing Chinese economy

Bhaskar Laxminarayan of Bank Julius Baer discusses his investment case in China equity amid volatile but upward outlook.

2 months ago - CNBC International TV

Risk assets will sell down if the Fed doesn't cut by 50 bps, Julius Baer researcher says

Mark Matthews, head of research Asia at Julius Baer, discusses the outlook for U.S. markets and this week's upcoming Federal Reserve meeting.

3 months ago - CNBC International TV

SCB Julius Baer Appoints Adrian Mazenauer as Deputy CEO Amid Leadership Changes

SCB Julius Baer has announced the appointment of Adrian Mazenauer as Deputy Chief Executive Officer as part of its recent management restructuring. Mazenauer, who has been with the joint venture betwe...

3 months ago - CEOWORLD magazine

Singapore charges former Citibank, Julius Baer bankers in money laundering case

By Low De Wei & Chanyaporn Chanjaroen

4 months ago - BusinessMirror

Julius Bär Gruppe AG (JBAXY) Q2 2024 Earnings Call Transcript

Julius Bär Gruppe AG (OTCPK:JBAXY) Q2 2024 Earnings Conference Call July 25, 2024 3:30 AM ET Company Participants Nic Dreckmann - Interim CEO Evangelia Kostakis - CFO Conference Call Participants Kian...

5 months ago - Seeking Alpha

Swiss private bank Julius Baer H1 profit drops 15%

Swiss private bank Julius Baer on Thursday reported a 15% drop in profit for first half of 2024, a tumultuous period that saw the exit of its CEO in the wake of the multi-million dollar Signa debacle.

5 months ago - Reuters

Swiss bank Julius Baer names Goldman Sachs exec as new CEO

Julius Baer has hired Goldman Sachs partner Stefan Bollinger to be its new chief executive, the Swiss private bank said on Tuesday.

5 months ago - Reuters

Exclusive: Regulatory concerns stopped Julius Baer, EFG takeover talks, sources say

Swiss regulatory concerns scuppered talks between private banks Julius Baer and EFG International over a potential tie-up worth some 15 billion Swiss francs ($17 billion), two sources with knowledge o...

6 months ago - Reuters

EFG International shares surge on Julius Baer takeover rumors

Shares in EFG International jumped on Thursday as rumors swirled that Swiss private bank Julius Baer could be on the verge of taking over its Zurich headquartered rival for 4.5 billion Swiss francs ($...

7 months ago - Market Watch

Julius Baer, EFG stopped takeover talks after initial approach, sources say

Swiss private bank Julius Baer held talks with EFG International about a potential takeover in recent months but the discussions have stopped, people with knowledge of the matter told Reuters.

7 months ago - Reuters

Julius Baer considering potential takeover of Swiss rival EFG, Bloomberg News reports

Switzerland's private banking group Julius Baer is exploring a potential acquisition of rival EFG International , Bloomberg News reported on Friday, citing people familiar with the matter.

7 months ago - Reuters

Julius Baer Flags Recovery in Client Activity

The private bank's assets under management stood at $514 billion at the end of April, boosted by a positive currency impact and strong stock markets which was partly offset by lower bond market valuat...

7 months ago - WSJ

Julius Baer: Shares Still Good Value After Private Debt Debacle

Shares of Julius Baer have underperformed European financials by a wide margin over the past year, following the emergence of sour loans in its private debt business. Although a big misstep for the ba...

9 months ago - Seeking Alpha