Julius Bär Gruppe AG (SWX:BAER)
Switzerland · Delayed Price · Currency is CHF 74.48
-0.32 (-0.43%)
Aug 21, 2026, 5:31 PM CET
Julius Bär Gruppe AG Income Statement
Financials in millions CHF. Fiscal year is January - December.
Millions CHF. Fiscal year is Jan - Dec.
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Interest Income on Loans | 1,698 | 1,828 | 2,509 | 2,593 | 1,248 | 758.6 |
Total Interest Income | 1,698 | 1,828 | 2,509 | 2,593 | 1,248 | 758.6 |
Interest Paid on Deposits | 1,516 | 1,703 | 2,132 | 1,751 | 425.4 | 131.6 |
Net Interest Income | 182.5 | 124.6 | 377.3 | 841.8 | 822.9 | 627 |
Net Interest Income Growth | -19.46% | -66.98% | -55.18% | 2.30% | 31.24% | 0.85% |
Gain (Loss) on Sale of Assets | -99.4 | -99.4 | -16.5 | - | - | - |
Gain (Loss) on Sale of Investments | 1.7 | 1.7 | 1.9 | 1 | 2.1 | 9.4 |
Gain (Loss) on Sale of Equity Investments | - | - | - | -19.8 | - | - |
Other Non-Interest Income | 4,247 | 3,946 | 3,513 | 3,023 | 3,044 | 3,223 |
Total Non-Interest Income | 4,150 | 3,848 | 3,498 | 3,004 | 3,047 | 3,233 |
Non-Interest Income Growth | 14.09% | 10.01% | 16.46% | -1.40% | -5.76% | 7.87% |
Revenues Before Loan Losses | 4,332 | 3,973 | 3,876 | 3,846 | 3,869 | 3,860 |
Provision for Loan Losses | 106 | 212.5 | 14.8 | 606.3 | 16 | 1.8 |
| 4,226 | 3,760 | 3,861 | 3,240 | 3,853 | 3,858 | |
Revenue Growth | 13.41% | -2.60% | 19.18% | -15.93% | -0.12% | 7.67% |
Salaries and Employee Benefits | 1,780 | 1,759 | 1,703 | 1,621 | 1,597 | 1,567 |
Occupancy Expenses | 92.5 | 96.4 | 99.7 | 102.6 | 93.7 | 95.7 |
Amortization of Goodwill & Intangibles | 148.5 | 148.3 | 140.8 | 133.4 | 146.8 | 141.4 |
Selling, General & Administrative | 807.9 | 802.8 | 841.1 | 860.4 | 863.4 | 775.9 |
Other Non-Interest Expense | -0.2 | -0.1 | - | -0.1 | - | - |
Total Non-Interest Expense | 2,829 | 2,806 | 2,785 | 2,717 | 2,701 | 2,580 |
EBT Excluding Unusual Items | 1,398 | 954.2 | 1,076 | 522.6 | 1,152 | 1,278 |
Asset Writedown | -5.4 | -5.4 | -3.8 | -8.8 | -30.2 | -18.7 |
Other Unusual Items | -11.2 | -11.2 | -17.9 | - | - | - |
Pretax Income | 1,381 | 937.6 | 1,054 | 513.8 | 1,083 | 1,259 |
Income Tax Expense | 239.9 | 173.8 | 31.9 | 60.3 | 134 | 176.1 |
Earnings From Continuing Operations | 1,141 | 763.8 | 1,022 | 453.5 | 949.1 | 1,083 |
Minority Interest in Earnings | -0.5 | -0.1 | -0.1 | 0.5 | 0.5 | -0.7 |
Net Income | 1,141 | 763.7 | 1,022 | 454 | 949.6 | 1,082 |
Net Income to Common | 1,141 | 763.7 | 1,022 | 454 | 949.6 | 1,082 |
Net Income Growth | 31.80% | -25.28% | 125.13% | -52.19% | -12.24% | 55.01% |
Basic Shares Outstanding | 206 | 206 | 205 | 206 | 208 | 214 |
Diluted Shares Outstanding | 206 | 206 | 205 | 206 | 208 | 214 |
Shares Change | 0.09% | 0.05% | -0.11% | -1.29% | -2.64% | -0.98% |
EPS (Basic) | 5.55 | 3.72 | 4.98 | 2.21 | 4.56 | 5.06 |
EPS (Diluted) | 5.55 | 3.71 | 4.97 | 2.21 | 4.56 | 5.06 |
EPS Growth | 31.74% | -25.31% | 125.26% | -51.55% | -9.87% | 56.53% |
Additional Metrics
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Dividend Per Share | 2.600 | 2.600 | 2.600 | 2.600 | 2.600 | 2.600 |
Dividend Growth | 0% | 0% | 0% | 0% | 0% | 48.57% |
Effective Tax Rate | 17.37% | 18.54% | 3.03% | 11.74% | 12.37% | 13.99% |