Julius Bär Gruppe AG/Fr. BAER
1D1W1MYTD1Y5YMAX
Capital at risk
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 15B
13.39
CHF 5.55
0.87
CHF 2.60
3.50%
Price and volume
Market cap
CHF 15B
Beta
0.87
52-week high
CHF 76.86
52-week low
CHF 51.76
Average daily volume
356K
Dividend rate
CHF 2.60
Financial strength
Dividend payout ratio (TTM)
46.96%
Profitability
Net profit margin (TTM)
26.99%
Operating margin (TTM)
36.58%
Effective tax rate (TTM)
17.37%
Revenue per employee (TTM)
CHF 550,000
Management effectiveness
Return on assets (TTM)
1.03%
Return on equity (TTM)
16.17%
Valuation
Price to earnings (TTM)
13.387
Price to revenue (TTM)
3.612
Price to book
2.07
Price to tangible book (TTM)
3.27
Price to free cash flow (TTM)
3.138
Free cash flow yield (TTM)
31.87%
Free cash flow per share (TTM)
23.666
Dividend yield (TTM)
3.50%
Forward dividend yield
3.50%
Growth
Revenue change (TTM)
13.41%
Earnings per share change (TTM)
31.74%
3-year revenue growth (CAGR)
1.70%
3-year earnings per share growth (CAGR)
3.58%
10-year earnings per share growth (CAGR)
10.58%
10-year dividend per share growth (CAGR)
8.98%
Bulls say / Bears say
Julius Baer reported record first-half 2026 net profit of CHF 673 million, up 128% year over year, with assets under management reaching a record CHF 547 billion. (Julius Baer)
Operating leverage improved materially: adjusted operating income rose 12% against the prior-year underlying period, gross margin increased to 87 basis points, and the adjusted cost/income ratio fell to 62.6%. (Financial Times)
The balance sheet provides substantial financial resilience, with the CET1 ratio rising to 18.5% and the liquidity coverage ratio reaching 344%, both comfortably above regulatory requirements. (Julius Baer)
Net new money reached CHF 5.7 billion, equivalent to only 2.2% annualised growth, while Julius Baer said implementation of its revised risk and compliance framework would continue to weigh on inflows into 2027. (Julius Baer)
Client activity softened after April, and management does not expect a return to the exceptionally high levels seen in the first quarter of 2026, creating a tougher near-term revenue comparison. (Julius Baer)
Credit losses normalised but remained CHF 23 million in the first half, while loans increased 5% and the Tier 1 leverage ratio declined to 4.7% after the March 2026 redemption of USD 350 million of AT1 capital. (Julius Baer)
Data summarised monthly by Lightyear AI. Last updated on 10 Sept 2026.
Upcoming events
No upcoming events
Funds containing BAER
AllEURGBPUSD
Fund name | Fund size | Fr. BAER weighting |
|---|---|---|
iShares STOXX Europe 600 Financial Services€EXH2 | €102M | 2.97% |
iShares MSCI Europe Financials Sector€ESIF | €1.7B | 0.51% |
iShares MSCI Europe Financials Sector£ESIF | £1.5B | 0.51% |
iShares Ageing Population€AGED | €822M | 0.50% |
Xtrackers S&P 500 Swap£XSPX | £3.1B | 0.21% |
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.