Compare

Julius Bär Gruppe AG/€BAER

1D1W1MYTD1Y5YMAX

About Julius Bär Gruppe AG

Julius Bär Gruppe AG is a Swiss private banking group headquartered in Zurich, Switzerland. The company specializes in wealth management services, catering primarily to high-net-worth individuals. Its offerings include investment advisory, estate planning, wealth structuring, and portfolio management. Founded in 1890, Julius Bär has a significant presence in Europe, Asia, and the Americas, leveraging its longstanding experience and global reach to serve its clientele. The bank’s strategic focus on personalized services and its network of international offices are key components of its competitive strength in the private banking industry.
Ticker
€BAER
Sector
Finance
Primary listing
XGAT
Employees
7,675
Headquarters
Zurich, Switzerland
Website
www.juliusbaer.com

BAER Metrics

BasicAdvanced
€16B
13.13
€5.95
0.87
€2.82
3.61%

What the Analysts think about BAER

Analyst ratings (Buy, Hold, Sell) for Julius Bär Gruppe AG stock.
Analyst projections of the future price of Julius Bär Gruppe AG stock.

Bulls say / Bears say

Julius Baer delivered record first-half net profit and improved its adjusted cost/income ratio to 62.6% from 68.2% a year earlier, pointing to better operating leverage. The stronger cost base gives the bank more scope to convert future revenue growth into profit. (EQS News)
Assets under management reached a record CHF 547 billion, while CHF 5.7 billion of first-half net new money beat expectations and inflows came from every region. A larger client asset base can support recurring fee income if the bank sustains those inflows. (Reuters)
FINMA’s enforcement procedure on legacy matters concluded on 29 September, removing an ongoing regulatory uncertainty. Julius Baer says it has already implemented remedial measures and is continuing its 2026–2028 strategy. (EQS News)
Net new money grew at only a 2.2% annualised rate in the first half, and the bank expects de-risking to weigh on flows into 2027. That leaves a gap to its 4–5% growth target for 2028 and raises the risk that client-book clean-up delays organic growth. (Reuters)
Some of the strong first-half income came from unusually high client activity, which softened after April; the bank does not expect that activity to return to first-quarter levels in the near term. If trading and transaction activity cools, the recent margin improvement may prove difficult to maintain. (WealthBriefing, Julius Baer Group Ltd.)
Credit losses fell to CHF 23 million in H1 2026 from CHF 130 million a year earlier, when selected mortgage and private-debt exposures drove higher provisions. The sharp profit rebound therefore has a favourable comparison, and renewed credit charges could weigh on earnings. (FT.com)
Data summarised monthly by Lightyear AI. Last updated on 30 Sept 2026.

BAER Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

BAER Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.