Valuation: Julius Bär Gruppe AG

Capitalization 11.78B 14.85B 12.78B 11.28B 20.82B 1,317B 22.67B 140B 53.98B 629B 55.69B 54.55B 2,295B P/E ratio 2025 *
16.5x
P/E ratio 2026 * 11.1x
Enterprise value 28.23B 35.58B 30.63B 27.04B 49.89B 3,155B 54.33B 336B 129B 1,506B 133B 131B 5,499B EV / Sales 2025 *
7.28x
EV / Sales 2026 * 6.66x
Free-Float
98.95%
Yield 2025 *
4.52%
Yield 2026 * 4.66%
More valuation ratios * Estimated data
Dynamic Chart
1 day-2.74%
1 week+5.78%
Current month+6.09%
1 month+7.48%
3 months+0.91%
6 months-3.20%
Current year-1.98%
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1 week 55.06
Extreme 55.06
59.12
1 month 51.76
Extreme 51.76
59.12
Current year 45.5
Extreme 45.5
65.04
1 year 45.5
Extreme 45.5
65.04
3 years 42.98
Extreme 42.98
65.04
5 years 40.99
Extreme 40.99
67.5
10 years 24.32
Extreme 24.32
67.5
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Manager TitleAgeSince
Chief Executive Officer - 08/01/2025
Director of Finance/CFO 49 30/06/2022
Chief Investment Officer 60 31/12/2019
Director TitleAgeSince
Chairman 63 09/04/2025
Director/Board Member 58 09/04/2019
Director/Board Member 64 09/04/2019
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Change 5d. change 1-year change 3-years change Capi.($)
-2.74%+5.78%+6.09%+7.08% 15.29B
+0.28%+3.49%+23.61%+60.94% 7.06B
-3.22%+4.21%+39.93%+101.44% 6.61B
-.--%-.--% - - 1.33B
+0.29%+0.10%+8.96%+25.49% 232M
-0.94%-1.56%-12.47%-21.39% 123M
+1.50%+4.57%-9.78%-44.06% 81.3M
0.00%0.00%+33.33%+74.36% 59.43M
Average -0.60%+3.56%+12.81%+29.12% 3.85B
Weighted average by Cap. -1.99%+7.03%+17.84%+41.19%
See all sector performances

Financials

2025 *2026 *
Net sales 3.88B 4.89B 4.21B 3.71B 6.85B 433B 7.46B 46.15B 17.77B 207B 18.33B 17.95B 755B 4.21B 5.31B 4.57B 4.04B 7.45B 471B 8.11B 50.15B 19.3B 225B 19.92B 19.51B 821B
Net income 744M 938M 808M 713M 1.32B 83.19B 1.43B 8.86B 3.41B 39.72B 3.52B 3.45B 145B 1.04B 1.31B 1.12B 993M 1.83B 116B 2B 12.34B 4.75B 55.32B 4.9B 4.8B 202B
Net Debt 16.45B 20.73B 17.85B 15.75B 29.07B 1,838B 31.65B 196B 75.36B 878B 77.75B 76.16B 3,204B 16.28B 20.52B 17.66B 15.59B 28.77B 1,819B 31.33B 194B 74.58B 869B 76.94B 75.37B 3,171B
More financial data * Estimated data
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
7,335
Sector
Banks
More about the company
Date Price Change Volume
14/11/25 57.50 CHF -2.74% 535,265
13/11/25 59.12 CHF +1.69% 491,309
12/11/25 58.14 CHF +0.48% 471,948
11/11/25 57.86 CHF +3.32% 600,336
10/11/25 56.00 CHF +3.02% 670,357

Delayed Quote Swiss Exchange, November 14, 2025 at 04:31 pm

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Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
57.50CHF
Average target price
61.56CHF
Spread / Average Target
+7.06%
Consensus

Quarterly revenue - Rate of surprise