Julius Bär Gruppe AG/Fr.BAER
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About Julius Bär Gruppe AG
Ticker
Fr.BAER
Sector
Primary listing
XSWX
Employees
7,335
Headquarters
Zurich, Switzerland
Website
BAER Metrics
BasicAdvanced
CHF 11B
13.35
CHF 4.21
0.98
CHF 2.60
4.63%
Price and volume
Market cap
CHF 11B
Beta
0.98
52-week high
CHF 59.60
52-week low
CHF 51.76
Average daily volume
422K
Dividend rate
CHF 2.60
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)
CHF 510,000
Management effectiveness
Return on assets (TTM)
0.84%
Return on equity (TTM)
13.41%
Valuation
Price to earnings (TTM)
13.345
Price to revenue (TTM)
3.096
Price to book
1.71
Price to tangible book (TTM)
2.78
Price to free cash flow (TTM)
2.779
Free cash flow yield (TTM)
35.98%
Free cash flow per share (TTM)
20.214
Dividend yield (TTM)
4.63%
Forward dividend yield
4.63%
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
Net new money more than doubled compared to the previous year, reaching CHF7.9 billion in the first half of 2025—a sign of robust client inflows and a reinforcement of Julius Baer’s wealth management reputation. (Reuters)
Julius Baer’s net profit dropped 35% year-on-year to CHF295 million in the first half of 2025, impacted by higher loan loss provisions and charges related to the sale of its Brazilian wealth management arm. (Reuters)
A CHF130 million net credit charge in May 2025 underscored ongoing concerns over asset quality and resulted in a decline of more than 5% in the bank’s share price. (Reuters)
Assets under management decreased 6% to CHF467 billion in the first four months of 2025, pressured by a stronger franc and the sale of the Brazilian business, which may limit fee-driven revenue. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 9 Nov 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 Fr.11B as of November 12, 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 13.35 as of November 12, 2025.
Does Julius Bär Gruppe AG stock pay dividends?
Yes, the Julius Bär Gruppe AG (BAER) stock pays dividends to shareholders. As of November 12, 2025, the dividend rate is Fr.2.6 and the yield is 4.63%. 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.