Valuation: Julius Bär Gruppe AG

Capitalization 12.9B 16.57B 14.29B 12.38B 22.57B 1,523B 23.62B 152B 61.09B 730B 62.2B 60.87B 2,612B P/E ratio 2025
16.8x
P/E ratio 2026 * 11.7x
Enterprise value 29.35B 37.7B 32.51B 28.16B 51.34B 3,465B 53.73B 347B 139B 1,662B 142B 138B 5,943B EV / Sales 2025
3.31x
EV / Sales 2026 * 6.94x
Free-Float
98.95%
Yield 2025 *
4.13%
Yield 2026 * 4.33%
1 day-1.01%
1 week-4.09%
Current month-4.09%
1 month-5.84%
3 months+8.52%
6 months+10.35%
Current year+0.83%
1 week 61.04
Extreme 61.04
64.88
1 month 61.04
Extreme 61.04
68.1
Current year 61.04
Extreme 61.04
68.6
1 year 45.5
Extreme 45.5
68.6
3 years 42.98
Extreme 42.98
68.6
5 years 40.99
Extreme 40.99
68.6
10 years 24.32
Extreme 24.32
68.6
Manager TitleAgeSince
Chief Executive Officer - 08/01/2025
Director of Finance/CFO 50 30/06/2022
Chief Investment Officer 61 31/12/2019
Director TitleAgeSince
Chairman 64 09/04/2025
Director/Board Member 59 09/04/2019
Director/Board Member 65 09/04/2019
Change 5d. change 1-year change 3-years change Capi.($)
-1.01%-4.09%+0.19%+0.06% 16.57B
-0.96%-2.12%+32.00%+103.30% 7.08B
-1.25%-6.56%+1.49%+57.02% 6.77B
-2.11%-3.86%-10.50%-23.58% 124M
-0.54%-0.62%-28.22%-54.50% 66.66M
Average -1.17%-1.88%-1.01%+16.46% 6.12B
Weighted average by Cap. -1.05%-4.16%+7.73%+36.33%

Financials

2025 2026 *
Net sales 3.86B 4.96B 4.28B 3.7B 6.76B 456B 7.07B 45.65B 18.29B 219B 18.62B 18.22B 782B 4.29B 5.51B 4.75B 4.12B 7.51B 507B 7.86B 50.72B 20.32B 243B 20.69B 20.25B 869B
Net income 671M 862M 743M 643M 1.17B 79.18B 1.23B 7.93B 3.18B 37.97B 3.23B 3.16B 136B 1.07B 1.38B 1.19B 1.03B 1.88B 127B 1.96B 12.67B 5.08B 60.69B 5.17B 5.06B 217B
Net Debt 16.45B 21.13B 18.22B 15.78B 28.78B 1,942B 30.12B 194B 77.89B 931B 79.31B 77.62B 3,331B 16.88B 21.68B 18.69B 16.19B 29.53B 1,993B 30.9B 200B 79.92B 956B 81.38B 79.64B 3,418B
Logo Julius Bär Gruppe AG
Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AG’s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltd’s Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.
Employees
7,390
Sector
Banks
Date Price Change Volume
06/03/26 62.92 CHF -1.01% 484,471
05/03/26 63.56 CHF -0.63% 388,278
04/03/26 63.96 CHF +1.81% 359,152
03/03/26 62.82 CHF -2.51% 694,650
02/03/26 64.44 CHF -1.77% 760,995
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
62.92CHF
Average target price
67.74CHF
Spread / Average Target
+7.66%

Quarterly revenue - Rate of surprise