|
Real-time Estimate
Other stock markets
|
5-day change | 1st Jan Change | ||
| 62.56 CHF | +0.90% |
|
+1.79% | +0.35% |
| 04-13 | Swiss stocks - Factors to watch on April 13 | RE |
| 04-10 | Swiss bank Julius Baer initiates search to replace its CFO | RE |
Business description: Julius Bär Gruppe AG
Number of employees: 7,390
Sales by Activity: Julius Bär Gruppe AG
| Fiscal Period: December | 2021 (CHF) | 2022 (CHF) | 2023 (CHF) | 2024 (CHF) | 2025 (CHF) |
|---|---|---|---|---|---|
Private Banking | 3.86B | 3.85B | 3.24B | 3.86B | 3.76B |
Geographical breakdown of sales: Julius Bär Gruppe AG
| Fiscal Period: December | 2021 (CHF) | 2022 (CHF) | 2023 (CHF) | 2024 (CHF) | 2025 (CHF) |
|---|---|---|---|---|---|
Switzerland | 2.12B | 2.18B | 1.58B | 2.14B | 2.11B |
Asia and Other Countries | 1.08B | 1.03B | 976M | 1.06B | 1.15B |
Europe (Excl. Switzerland) | 813M | 809M | 800M | 813M | 844M |
Americas | 71M | 71M | 63M | 51M | -77M |
Consolidation Items | -233M | -231M | -182M | -208M | -270M |
Executive Committee: Julius Bär Gruppe AG
| Manager | Title | Age | Since |
|---|---|---|---|
| Chief Executive Officer | - | 08/01/2025 | |
Evie Kostakis
DFI | Director of Finance/CFO | 50 | 30/06/2022 |
Yves Bonzon
CIO | Chief Investment Officer | 61 | 31/12/2019 |
| Investor Relations Contact | - | 31/03/2008 | |
Antje Hembd
PRN | Corporate Officer/Principal | - | 29/03/2023 |
Composition of the Board of Directors: Julius Bär Gruppe AG
| Director | Title | Age | Since |
|---|---|---|---|
| Director/Board Member | 59 | 09/04/2019 | |
| Director/Board Member | 65 | 09/04/2019 | |
Kathryn Shih
BRD | Director/Board Member | 68 | 31/08/2020 |
| Director/Board Member | 66 | 11/04/2022 | |
| Director/Board Member | 63 | 12/04/2023 | |
Bruce Fletcher
BRD | Director/Board Member | - | 10/04/2024 |
Noel Quinn
CHM | Chairman | 64 | 30/04/2025 |
Colin Bell
BRD | Director/Board Member | 58 | 08/04/2026 |
Holdings: Julius Bär Gruppe AG
| Name | Equities | % | Valuation |
|---|---|---|---|
| 852,845,825 | 21.46% | 2 499 M $ | |
| 852,845,825 | 24.44% | 344 M $ | |
| 852,845,825 | 24.5% | 165 M $ | |
JULIUS BÄR GRUPPE AG 0.16% | 335,971 | 0.16% | 24 M $ |
Company details: Julius Bär Gruppe AG
Group companies: Julius Bär Gruppe AG
| Name | Category and Sector |
|---|---|
Julius Baer & Financial Services ( Israel ) Ltd.
 Julius Baer & Financial Services ( Israel ) Ltd. Investment ManagersFinance Provides investment advisory and wealth management services |
Investment Managers
|
Julius Baer & Financial Services ( Israel ) Ltd.
Julius Baer & Financial Services ( Israel ) Ltd. Investment ManagersFinance Provides investment advisory and wealth management services |
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
|
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. |
Private Banks
| Change | 5d. change | 1-year change | 3-years change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | +0.90% | +1.79% | +27.28% | +2.86% | 16.27B | |
| +0.36% | +4.61% | +17.34% | +88.05% | 7.44B | |
| -0.94% | +1.25% | +50.34% | +94.77% | 6.88B | |
| +2.85% | +1.43% | +20.75% | +37.60% | 256M | |
| +1.25% | +33.22% | +17.73% | -9.19% | 156M | |
| -6.15% | +1.16% | -28.24% | -50.42% | 62.13M | |
| Average | -0.29% | +5.76% | +17.53% | +27.28% | 5.18B | |
| Weighted average by Cap. | +0.37% | +1.55% | +29.79% | +43.74% |
Trader
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
This composite rating is the result of an average of rankings based on the following ratings: Returns (Composite), Profitability (Composite) and Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully read the associated descriptions.
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
Quarterly revenue - Rate of surprise
- Stock Market
- Equities
- BAER Stock
- Company Julius Bär Gruppe AG
Select your edition
All financial news and data tailored to specific country editions
MarketScreener is also available in this country: United States.
Switch edition