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5-day change | 1st Jan Change | ||
58.02 CHF | -0.41% | -2.98% | -1.09% |
01-07 | Easing Inflation Boosts Swiss Equities; Julius Baer Group Shares Rise | MT |
01-07 | Julius Baer: sale of wealth management business in Brazil | CF |
Business description: Julius Bär Gruppe AG
Number of employees: 7,484
Sales by Activity: Julius Bär Gruppe AG
Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Private Banking | 3.38B | 3.58B | 3.86B | 3.85B | 3.24B |
Geographical breakdown of sales: Julius Bär Gruppe AG
Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
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 |
Managers: Julius Bär Gruppe AG
Director | Title | Age | Since |
---|---|---|---|
Nic Dreckmann
CEO | Chief Executive Officer | 51 | 31/01/2024 |
Evie Kostakis
DFI | Director of Finance/CFO | 49 | 30/06/2022 |
Yves Bonzon
CIO | Chief Investment Officer | 60 | 31/12/2019 |
Investor Relations Contact | - | 31/03/2008 | |
Antje Hembd
PRN | Corporate Officer/Principal | - | 29/03/2023 |
Members of the board: Julius Bär Gruppe AG
Manager | Title | Age | Since |
---|---|---|---|
Director/Board Member | 63 | 31/12/2017 | |
Romeo Lacher
CHM | Chairman | 64 | 09/04/2019 |
Director/Board Member | 58 | 09/04/2019 | |
Director/Board Member | 63 | 09/04/2019 | |
Kathryn Shih
BRD | Director/Board Member | 67 | 31/08/2020 |
Director/Board Member | 65 | 11/04/2022 | |
Director/Board Member | 62 | 12/04/2023 | |
Bruce Fletcher
BRD | Director/Board Member | - | 10/04/2024 |
Holdings: Julius Bär Gruppe AG
Name | Equities | % | Valuation |
---|---|---|---|
852,845,825 | 21.46% | 1,869,233,365 $ | |
852,845,825 | 24.27% | 259,444,228 $ |
Company details: Julius Bär Gruppe AG
Group companies: Julius Bär Gruppe AG
Name | Category and Sector |
---|---|
Al Qamar Ltd.
Al Qamar Ltd. Financial ConglomeratesFinance Part of Julius Bär Gruppe AG, Al Qamar Ltd. is a British company that provides investment services. The company is based in Saint Peter Port, UK. |
Financial Conglomerates
|
Cluster Glades Ltd.
| |
Knoble Investments Ltd.
| |
Corporate Conservation Ltd.
Corporate Conservation Ltd. Financial ConglomeratesFinance Part of Julius Bär Gruppe AG, Corporate Conservation Ltd. is a British company that provides investment services. The company is based in Saint Peter Port, UK. |
Financial Conglomerates
|
Barossa Ltd.
|
Private Banks
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% |
Quarterly revenue - Rate of surprise
- Stock Market
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- BAER Stock
- Company Julius Bär Gruppe AG
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