Company Julius Bär Gruppe AG

BAER

CH0102484968

Banks

Market Closed - Swiss Exchange Other stock markets 16:30:57 05/12/2025 GMT			5-day change	1st Jan Change
57.98 ^CHF	+1.43%		+1.01%	-1.16%

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Business description: 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 AGâs 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 Ltdâs Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.

Number of employees: 7,335

Sales by Activity: Julius Bär Gruppe AG

Fiscal Period: December	2020	2021	2022	2023	2024
Private Banking	3.58B	3.86B	3.85B	3.24B	3.86B

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Geographical breakdown of sales: Julius Bär Gruppe AG

Fiscal Period: December	2020	2021	2022	2023	2024
Switzerland	2.01B	2.12B	2.18B	1.58B	2.14B
Asia and Other Countries	1.01B	1.08B	1.03B	976M	1.06B
Europe (Excl. Switzerland)	699M	813M	809M	800M	813M
Americas	75M	71M	71M	63M	51M
Consolidation Items	-209M	-233M	-231M	-182M	-208M

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Executive Committee: Julius Bär Gruppe AG

Manager	Title	Age	Since
Stefan Rolf Bollinger CEO	Chief Executive Officer	-	08/01/2025
Evie Kostakis DFI	Director of Finance/CFO	49	30/06/2022
Yves Bonzon CIO	Chief Investment Officer	60	31/12/2019
Nic Dreckmann CEO	Chief Executive Officer	51	31/01/2024
Alexander C. van Leeuwen IRC	Investor Relations Contact	-	31/03/2008

See JULIUS BÄR GRUPPE AG governance

Composition of the Board of Directors: Julius Bär Gruppe AG

Director	Title	Age	Since
Richard M. Campbell-Breeden CHM	Chairman	63	09/04/2025
Eunice Zehnder-Lai BRD	Director/Board Member	58	09/04/2019
Olga L. Zoutendijk BRD	Director/Board Member	64	09/04/2019
Kathryn Shih BRD	Director/Board Member	67	31/08/2020
Tomás Varela i Muiña BRD	Director/Board Member	65	11/04/2022
Jürg René Hunziker BRD	Director/Board Member	62	12/04/2023
Bruce Fletcher BRD	Director/Board Member	-	10/04/2024
Noel Quinn CHM	Chairman	63	30/04/2025

Composition of the Board of Directors

Shareholders: Julius Bär Gruppe AG

Name	Equities	%	Valuation
UBS Asset Management Switzerland AG 10.01 %	20,628,752	10.01 %	1 405 M CHF
Dodge & Cox 5.017 %	10,334,900	5.017 %	704 M CHF
Pzena Investment Management LLC 3.01 %	6,200,119	3.01 %	422 M CHF
CPH Capital Fondsmaeglerselskab A/S 0.6372 %	1,312,571	0.6372 %	89 M CHF
zCapital AG 0.4879 %	1,005,000	0.4879 %	68 M CHF

Name	Equities	%	Valuation
Henry James International Management, Inc. 0.006713 %	69,141	0.006713 %	933 680 CHF
RhumbLine Advisers LP 0.00459 %	47,279	0.00459 %	638 456 CHF
GAMMA Investing LLC 0.000536 %	5,521	0.000536 %	74 556 CHF
Paradigm Asset Management Co. LLC 0.000155 %	1,600	0.000155 %	21 606 CHF
Hantz Financial Services, Inc. 0.000056 %	578	0.000056 %	7 805 CHF

List of JULIUS BÄR GRUPPE AG shareholders

Holdings: Julius Bär Gruppe AG

Name	Equities	%	Valuation
YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD. 21.46%	852,845,825	21.46%	2,321,744,832 $
YANGZIJIANG FINANCIAL HOLDING LTD. 24.5%	852,845,825	24.5%	699,163,007 $
YANGZIJIANG FINANCIAL HOLDING LTD. 24.5%	852,845,825	24.5%	438,669,779 $
JULIUS BÄR GRUPPE AG 0.16%	335,971	0.16%	22,880,730 $

Company details: Julius Bär Gruppe AG

Julius Bär Gruppe AG

Bahnhofstrasse 36

8001, Zurich

+41 58 888 1111

http://www.juliusbaer.com

Group companies: Julius Bär Gruppe AG

Name	Category and Sector
Julius Baer & Financial Services ( Israel ) Ltd. Julius Baer & Financial Services ( Israel ) Ltd. Provides investment advisory and wealth management services
Julius Baer & Financial Services ( Israel ) Ltd. Julius Baer & Financial Services ( Israel ) Ltd. Provides investment advisory and wealth management services
Julius Baer International Ltd. Julius Baer International Ltd. Investment ManagersFinance JBI seeks to provide holistic, tailor-made solutions to meet the needs and objectives of their clients. Core to their financial counseling is a comprehensive knowledge and understanding of their clients' objectives. Then, the firm's structured decision-making process is shaped through the expertise of their groups' financial services knowledge and interdisciplinary teams of specialists. JBI draws on a broad range of in-house services and products as well as from external specialists to add value to the individual solutions on behalf of their clients.	Investment Managers
Julius Baer International Ltd. Julius Baer International Ltd. Investment ManagersFinance JBI seeks to provide holistic, tailor-made solutions to meet the needs and objectives of their clients. Core to their financial counseling is a comprehensive knowledge and understanding of their clients' objectives. Then, the firm's structured decision-making process is shaped through the expertise of their groups' financial services knowledge and interdisciplinary teams of specialists. JBI draws on a broad range of in-house services and products as well as from external specialists to add value to the individual solutions on behalf of their clients.	Investment Managers
Trendway Investment Co.

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Private Banks

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi.($)
JULIUS BÄR GRUPPE AG	+1.43%	+1.01%	-1.26%	+6.00%	14.75B
BANCA GENERALI S.P.A.	-1.00%	-0.36%	+22.37%	+69.77%	7.24B
EFG INTERNATIONAL AG	-0.32%	+0.33%	+51.23%	+124.27%	6.92B
EDMOND DE ROTHSCHILD (SUISSE) S.A.	-.--%	-.--%	-	-	1.33B
TRUXTON CORPORATION	0.00%	+1.22%	+10.81%	+24.91%	239M
BANCA PROFILO S.P.A.	+2.63%	+2.97%	-16.35%	-21.61%	120M
PROVEN GROUP LIMITED	0.00%	-6.19%	-16.39%	-50.62%	75.24M
WIENER PRIVATBANK SE	0.00%	0.00%	+35.10%	+51.11%	59.39M
Average	+0.34%	-0.14%	+12.22%	+29.12%	3.84B
Weighted average by Cap.	+0.39%	+0.47%	+16.98%	+49.52%