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Julius Bär Gruppe AG/Fr. BAER

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About Julius Bär Gruppe AG

Julius Bär Gruppe AG is a Swiss multinational private banking group that specializes in wealth management, catering primarily to private clients. Established in 1890, the company is headquartered in Zurich, Switzerland. It offers a range of financial services, including investment management, estate planning, tax advisory, and credit solutions. The firm is recognized for its focus on private banking and wealth preservation, leveraging its extensive experience in international financial markets to support its clients' needs. Julius Bär operates a significant international network with a presence in key financial markets across Europe, Asia, and the Americas, providing tailored solutions that are sensitive to the varying regulatory environments and investment landscapes.
Ticker
Fr. BAER
Sector
Finance
Primary listing
XSWX
Employees
7,675
Headquarters
Zurich, Switzerland
Website
www.juliusbaer.com

BAER Metrics

BasicAdvanced
CHF 14B
12.42
CHF 5.55
0.87
CHF 2.60
3.77%

Bulls say / Bears say

Adjusted first-half net profit rose 32% year on year to a record CHF673 million, while assets under management reached a record CHF547 billion, up 5% since year-end. That gives Julius Baer a larger base from which to earn fees. (Julius Baer)
The adjusted cost/income ratio improved to 62.6% from 68.2% a year earlier, showing better operating leverage. The bank is targeting further efficiency gains and a ratio below 67% by 2028. (EQS News)
Julius Baer plans to repurchase up to CHF600 million of its shares over a year, supported by a strong capital position. Its CET1 ratio was 18.5% at the end of June, leaving scope to return capital while funding its business. (Deutsche Börse, Julius Baer)
Net new money grew at an annualised rate of only 2.2% in the first half, and the bank expects the drag from client de-risking to persist into 2027. That makes its 4–5% growth target for 2028 dependent on a later recovery in inflows. (Reuters)
FINMA’s concluded investigation found serious failings in legacy credit-risk and anti-money-laundering controls; the bank also faces an additional CHF250 million CET1 requirement. The findings could weigh on its reputation and constrain capital flexibility even though the procedure has ended. (SWI swissinfo.ch, EQS News)
First-half earnings were boosted by exceptionally high client activity in the first quarter, but the bank observed a slowdown in April and did not expect activity to return to that level in the following months. This leaves earnings exposed if trading and client activity normalise further. (Julius Baer, Julius Baer)
Data summarised monthly by Lightyear AI. Last updated on 26 Oct 2026.

Funds containing BAER

AllEURUSDGBP
Funds
Fund name
Fund size
Fr. BAER weighting
iShares STOXX Europe 600 Financial Services€EXH2
€104M2.83%
iShares MSCI Europe Financials Sector£ESIF
€1.7B0.52%
iShares MSCI Europe Financials Sector€ESIF
€1.7B0.52%
iShares Ageing Population$AGED
$953M0.50%
iShares Ageing Population€AGED
$903M0.50%
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.