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 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.

Number of employees: 7,484

Sales by Activity: Julius Bär Gruppe AG

Fiscal Period: December20192020202120222023

Private Banking

3.38B 3.58B 3.86B 3.85B 3.24B
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Geographical breakdown of sales: Julius Bär Gruppe AG

Fiscal Period: December20192020202120222023

Switzerland

1.83B 2.01B 2.12B 2.18B 1.58B

Asia and Other Countries

893M 1.01B 1.08B 1.03B 976M

Europe (Excl. Switzerland)

700M 699M 813M 809M 800M

Americas

113M 75M 71M 71M 63M

Consolidation Items

-154M -209M -233M -231M -182M
See all geographic segments

Managers: Julius Bär Gruppe AG

Director TitleAgeSince
Chief Executive Officer 51 31/01/2024
Director of Finance/CFO 49 30/06/2022
Chief Investment Officer 60 31/12/2019
Investor Relations Contact - 31/03/2008
Corporate Officer/Principal - 29/03/2023
See JULIUS BÄR GRUPPE AG governance

Members of the board: Julius Bär Gruppe AG

Manager TitleAgeSince
Director/Board Member 63 31/12/2017
Chairman 64 09/04/2019
Director/Board Member 58 09/04/2019
Director/Board Member 63 09/04/2019
Director/Board Member 67 31/08/2020
Director/Board Member 65 11/04/2022
Director/Board Member 62 12/04/2023
Director/Board Member - 10/04/2024
Composition of the Board of Directors

Shareholders: Julius Bär Gruppe AG

NameEquities%Valuation
UBS Asset Management Switzerland AG
5.018 %
10,336,326 5.018 % 669 M CHF
Norges Bank Investment Management
3.103 %
6,392,657 3.103 % 414 M CHF
MFS International (UK) Ltd.
1.614 %
3,324,540 1.614 % 215 M CHF
MFS International Singapore Pte Ltd.
1.222 %
2,517,346 1.222 % 163 M CHF
CPH Capital Fondsmaeglerselskab A/S
1.031 %
2,123,942 1.031 % 137 M CHF
NameEquities%Valuation
RhumbLine Advisers LP
0.003671 %
37,813 0.003671 % 489 527 CHF
Sterling Capital Management LLC
0.002852 %
29,373 0.002852 % 380 263 CHF
Henry James International Management, Inc.
0.001235 %
12,717 0.001235 % 164 634 CHF
GAMMA Investing LLC
0.000501 %
5,162 0.000501 % 66 827 CHF
Paradigm Asset Management Co. LLC
0.000175 %
1,800 0.000175 % 23 303 CHF
List of JULIUS BÄR GRUPPE AG shareholders

Holdings: Julius Bär Gruppe AG

NameEquities%Valuation
852,845,82521.46%1,869,233,365 $
852,845,82524.27%259,444,228 $

Company details: Julius Bär Gruppe AG

Julius Bär Gruppe AG

Bahnhofstrasse 36

8001, Zurich

+41 58 888 1111

http://www.juliusbaer.com
address Julius Bär Gruppe AG(BAER)

Group companies: Julius Bär Gruppe AG

NameCategory and Sector
Financial Conglomerates
Cluster Glades Ltd.
Knoble Investments Ltd.
Financial Conglomerates
Barossa Ltd.
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Private Banks

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Change 5d. change 1-year change 3-years change Capi. ($)
-0.41%-2.98%+22.38%-7.70%13B
0.00%+2.43%+35.70%+22.66%5.44B
0.00%-3.89%+18.42%+71.01%4.26B
-.--%-.--% - - 1.33B
+0.87%+2.78%+13.85%+4.23%212M
0.00%+0.79%-7.07%-10.56%129M
+4.26%+0.51%-5.37%-43.71%96.72M
Average +0.67%-0.45%+12.98%+5.99% 3.5B
Weighted average by Cap. -0.19%-1.71%+24.42%+13.87%
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Trading Rating
Investor Rating
ESG MSCI
AA
surperformance-ratings-light-chart JULIUS-BAR-GRUPPE-AGMore Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
58.02CHF
Average target price
63.54CHF
Spread / Average Target
+9.51%
Consensus

Quarterly revenue - Rate of surprise

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