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Julius Bär Gruppe AG (BAER.SW)

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56.92
-3.00
(-5.01%)
As of 2:57:00 PM GMT+2. Market Open.
Loading Chart for BAER.SW
  • Previous Close 59.92
  • Open 57.40
  • Bid 56.90 x --
  • Ask 56.92 x --
  • Day's Range 56.78 - 58.50
  • 52 Week Range 43.75 - 65.04
  • Volume 305,483
  • Avg. Volume 635,617
  • Market Cap (intraday) 11.661B
  • Beta (5Y Monthly) 1.08
  • PE Ratio (TTM) 11.45
  • EPS (TTM) 4.97
  • Earnings Date Feb 3, 2025
  • Forward Dividend & Yield 2.60 (4.34%)
  • Ex-Dividend Date Apr 14, 2025
  • 1y Target Est 64.19

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, family office services; lombard and bespoke lending solutions. It also offers open product platform solutions. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

www.juliusbaer.com

7,595

Full Time Employees

December 31

Fiscal Year Ends

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Performance Overview: BAER.SW

Trailing total returns as of 4/3/2025, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

BAER.SW
2.97%
MSCI WORLD (^990100-USD-STRD)
1.36%

1-Year Return

BAER.SW
14.72%
MSCI WORLD (^990100-USD-STRD)
7.79%

3-Year Return

BAER.SW
21.41%
MSCI WORLD (^990100-USD-STRD)
19.99%

5-Year Return

BAER.SW
127.56%
MSCI WORLD (^990100-USD-STRD)
103.45%

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Statistics: BAER.SW

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Valuation Measures

Annual
As of 4/2/2025
  • Market Cap

    12.28B

  • Enterprise Value

    --

  • Trailing P/E

    12.06

  • Forward P/E

    11.09

  • PEG Ratio (5yr expected)

    0.42

  • Price/Sales (ttm)

    3.16

  • Price/Book (mrq)

    1.80

  • Enterprise Value/Revenue

    4.19

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    26.47%

  • Return on Assets (ttm)

    1.01%

  • Return on Equity (ttm)

    15.74%

  • Revenue (ttm)

    3.86B

  • Net Income Avi to Common (ttm)

    1.02B

  • Diluted EPS (ttm)

    4.97

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    38.81B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    --

Research Analysis: BAER.SW

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Company Insights: BAER.SW

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