Julius Bär Gruppe AG (SWX:BAER)
Switzerland · Delayed Price · Currency is CHF | Market Cap | 12.85B +33.3% |
| Revenue (ttm) | 3.76B -2.6% |
| Net Income | 763.70M -25.3% |
| EPS | 3.71 -25.3% |
| Shares Out | 205.00M |
| PE Ratio | 16.88 |
| Forward PE | 11.88 |
| Dividend | 2.60 (4.15%) |
| Ex-Dividend Date | Apr 13, 2026 |
| Volume | 400,664 |
| Average Volume | 496,278 |
| Open | 61.92 |
| Previous Close | 62.70 |
| Day's Range | 61.82 - 64.22 |
| 52-Week Range | 50.78 - 68.60 |
| Beta | 0.88 |
| RSI | 56.24 |
| Earnings Date | Jul 21, 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, 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. [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
Exclusive: Swiss bank Julius Baer initiates search to replace its CFO, sources say
Julius Baer is considering replacing its chief financial officer, two people familiar with discussions said, a step that would round off a shake-up in the private bank's top management since it r...
Accumulate more gold at current levels: Julius Baer CIO
Julius Baer's Bhaskar Laxminarayan argues that despite gold's dollar pricing, currency debasement dynamics are reinforcing rather than undermining its appeal, with the metal continuing to serve as an ...
Julius Baer CEO tops highest pay at UBS
Julius Baer CEO Stefan Bollinger was awarded a total compensation of 23.96 million Swiss francs ($30.31 million) for 2025, a sum that includes replacement awards for forfeited variable pay of a pr...
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 Earnings Call Transcript: H2 2025
Record assets under management and strong net new money drove a 17% rise in pre-tax profit, with improved cost efficiency and robust capital ratios. Asia led regional growth, while ongoing regulatory review and IT investments shape the outlook.
Julius Bär Gruppe AG Earnings Call Transcript: H2 2025
Record AUM and strong net new money drove a 17% rise in pre-tax profit, with cost discipline and capital strength supporting improved financial ratios. Strategic transformation and efficiency programs are on track, with growth momentum in key regions and a clear path to midterm targets.
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 Bär Gruppe AG Transcript: Trading Update
Strong operating results with record assets under management and improved cost efficiency were reported. The credit review is complete, with CHF 149 million in provisions for legacy real estate loans, and a strengthened risk framework is in place. Net new money growth is slightly below target, but hiring and efficiency initiatives support future growth.
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 Earnings Call Transcript: H1 2025
Half-year 2025 results show doubled net new money and 11% growth in underlying net profit year-on-year, despite a 35% drop in IFRS net profit from one-off items. Cost efficiency improved, and the company remains on track for CHF 130 million in cost savings.
Julius Bär Gruppe AG Earnings Call Transcript: H1 2025
Underlying net profit grew 11% year-on-year, with net new money inflows more than doubling and cost-saving measures delivering results. AUM declined 3% due to currency effects and the Brazil sale, while the CET1 ratio improved to 15.6%. Guidance for net new money and cost-income ratio remains unchanged.
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 Bär Gruppe AG Transcript: Strategy Update
Leadership outlined a transformation plan focused on core wealth management, disciplined risk and cost management, and digital innovation. New medium-term targets include 4-5% net new money growth, a cost-to-income ratio below 67%, and a return on CET1 above 30%.
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.
Julius Bär Gruppe AG Transcript: Trading Update
Credit portfolio review is nearly complete, with no significant new risks identified and provisions spread across several clients. Financial performance shows improved margins and capital ratios, while de-risking and cost initiatives continue. Management is refocusing on core wealth management and will provide a strategy update on June 3rd.
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 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...