Julius Bär Gruppe AG/€BAER
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09:10
12:45
16:25
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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
Primary listing
XGAT
Employees
7,335
Headquarters
Zurich, Switzerland
Website
BAER Metrics
BasicAdvanced
€12B
12.77
€4.54
0.98
€2.81
4.84%
Price and volume
Market cap
€12B
Beta
0.98
52-week high
€68.90
52-week low
€48.53
Average daily volume
370K
Dividend rate
€2.81
Financial strength
Dividend payout ratio (TTM)
61.89%
Profitability
Net profit margin (TTM)
23.22%
Operating margin (TTM)
27.66%
Effective tax rate (TTM)
1.90%
Revenue per employee (TTM)
€549,970
Management effectiveness
Return on assets (TTM)
0.84%
Return on equity (TTM)
13.41%
Valuation
Price to earnings (TTM)
12.772
Price to revenue (TTM)
2.963
Price to book
1.65
Price to tangible book (TTM)
2.68
Price to free cash flow (TTM)
2.66
Free cash flow yield (TTM)
37.60%
Free cash flow per share (TTM)
21.799
Dividend yield (TTM)
4.84%
Forward dividend yield
4.84%
Growth
Revenue change (TTM)
18.13%
Earnings per share change (TTM)
131.11%
3-year revenue growth (CAGR)
-0.03%
3-year earnings per share growth (CAGR)
-1.38%
10-year earnings per share growth (CAGR)
15.05%
10-year dividend per share growth (CAGR)
10.03%
Bulls say / Bears say
Julius Baer more than doubled its net new money inflows to 7.9 billion CHF in H1 2025, driving assets under management up to 483 billion CHF and underscoring strong client demand. (Reuters)
The bank is on track to achieve its gross cost savings target of 130 million CHF by end-2025 and has announced an additional 159 million CHF in cuts by 2028, aiming to lower its cost-to-income ratio below 67%. (Reuters)
The appointment of former HSBC chief Noel Quinn as chairman in May 2025 alongside CEO Stefan Bollinger’s strategic overhaul enhances leadership depth and governance oversight. (Reuters)
Net profit declined 35% year-on-year to 295 million CHF in H1 2025, pressured by higher loan loss allowances and a financial charge from the sale of its Brazilian wealth management unit. (Reuters)
A 130 million CHF credit charge in Q1 2025 and a 6% drop in assets under management to 467 billion CHF reflect credit portfolio vulnerabilities, divestiture impacts, and adverse currency movements. (Reuters)
FINMA has ordered Julius Baer to pay over 4 million CHF for failures in anti-money laundering and compliance controls, highlighting ongoing regulatory and reputational risks. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 7 Oct 2025.
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.
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Capital at risk
Upcoming events
No upcoming events
FAQs
What’s the current market cap for Julius Bär Gruppe AG stock?
Julius Bär Gruppe AG (BAER) has a market cap of €12B as of October 16, 2025.
What is the P/E ratio for Julius Bär Gruppe AG stock?
The price to earnings (P/E) ratio for Julius Bär Gruppe AG (BAER) stock is 12.77 as of October 16, 2025.
Does Julius Bär Gruppe AG stock pay dividends?
Yes, the Julius Bär Gruppe AG (BAER) stock pays dividends to shareholders. As of October 16, 2025, the dividend rate is €2.80527 and the yield is 4.84%. Julius Bär Gruppe AG has a payout ratio of 61.89% on a trailing twelve-month basis.
When is the next Julius Bär Gruppe AG dividend payment date?
The next Julius Bär Gruppe AG (BAER) dividend payment date is unconfirmed.
What is the beta indicator for Julius Bär Gruppe AG?
Julius Bär Gruppe AG (BAER) has a beta rating of 0.98. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.