Valuation: Julius Bär Gruppe AG

Capitalization 13.89B 17.66B 15.2B 13.26B 24.3B 1,694B 24.71B 167B 64.51B 804B 66.28B 64.86B 2,802B P/E ratio 2026 *
12.7x
P/E ratio 2027 * 11.4x
Enterprise value 30.77B 39.11B 33.65B 29.36B 53.82B 3,752B 54.71B 369B 143B 1,781B 147B 144B 6,206B EV / Sales 2026 *
7.08x
EV / Sales 2027 * 6.72x
Free-Float
98.95%
Yield 2026 *
4.06%
Yield 2027 * 4.54%
1 day-0.85%
1 week+2.98%
Current month+5.74%
1 month+10.39%
3 months+6.01%
6 months+17.88%
Current year+8.62%
1 week 65.94
Extreme 65.94
68.66
1 month 60.8
Extreme 60.8
68.66
Current year 54.3
Extreme 54.3
68.66
1 year 50.78
Extreme 50.78
68.66
3 years 42.98
Extreme 42.98
68.66
5 years 40.99
Extreme 40.99
68.66
10 years 24.32
Extreme 24.32
68.66
Manager TitleAgeSince
Chief Executive Officer - 08/01/2025
Director of Finance/CFO 50 30/06/2022
Compliance Officer 54 31/01/2026
Director TitleAgeSince
Director/Board Member 59 09/04/2019
Director/Board Member 68 31/08/2020
Director/Board Member 66 11/04/2022
Change 5d. change 1-year change 3-years change Capi.($)
-0.24%+2.98%+14.11%+8.90% 17.78B
-3.01%-0.79%-1.14%+85.61% 7.73B
+0.82%+1.89%+27.62%+110.48% 6.53B
-2.91%-8.96%-7.70%-22.51% 132M
0.00%+1.85%+30.95%+62.96% 64.26M
+12.87%+14.00%-29.35%-54.15% 63.82M
Average +1.08%+2.46%+5.75%+31.88% 5.38B
Weighted average by Cap. -1.09%+2.39%+13.05%+47.63%

Financials

2026 *2027 *
Net sales 4.35B 5.53B 4.76B 4.15B 7.6B 530B 7.73B 52.16B 20.18B 252B 20.74B 20.29B 877B 4.59B 5.84B 5.02B 4.38B 8.03B 560B 8.17B 55.11B 21.33B 266B 21.91B 21.44B 926B
Net income 1.07B 1.36B 1.17B 1.02B 1.87B 131B 1.9B 12.85B 4.97B 61.98B 5.11B 5B 216B 1.16B 1.48B 1.27B 1.11B 2.04B 142B 2.07B 13.97B 5.41B 67.42B 5.55B 5.44B 235B
Net Debt 16.88B 21.45B 18.46B 16.1B 29.52B 2,058B 30.01B 202B 78.35B 977B 80.5B 78.77B 3,404B 16.99B 21.59B 18.58B 16.21B 29.72B 2,072B 30.21B 204B 78.87B 983B 81.04B 79.3B 3,426B
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
15/05/26 67.78 CHF -0.24% 399,136
13/05/26 67.94 CHF +1.95% 582,411
12/05/26 66.64 CHF -0.74% 474,141
11/05/26 67.14 CHF +0.75% 387,409
08/05/26 66.64 CHF +1.25% 255,767
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
67.94CHF
Average target price
68.41CHF
Spread / Average Target
+0.69%

Quarterly revenue - Rate of surprise