OTC Markets OTCPK - Delayed Quote USD

Julius Bär Gruppe AG (JBAXY)

13.75
+0.04
+(0.29%)
At close: May 16 at 4:00:00 PM EDT
Loading Chart for JBAXY
  • Previous Close 13.71
  • Open 13.73
  • Bid 13.72 x 40000
  • Ask 13.75 x 40000
  • Day's Range 13.64 - 13.74
  • 52 Week Range 10.62 - 14.68
  • Volume 13,599
  • Avg. Volume 167,551
  • Market Cap (intraday) 14.129B
  • Beta (5Y Monthly) 1.00
  • PE Ratio (TTM) 11.65
  • EPS (TTM) 1.18
  • Earnings Date Jul 22, 2025
  • Forward Dividend & Yield 0.64 (4.64%)
  • Ex-Dividend Date Apr 15, 2025
  • 1y Target Est 13.90

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: JBAXY

Trailing total returns as of 5/16/2025, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

JBAXY
6.18%
MSCI WORLD (^990100-USD-STRD)
3.88%

1-Year Return

JBAXY
13.64%
MSCI WORLD (^990100-USD-STRD)
11.26%

3-Year Return

JBAXY
61.02%
MSCI WORLD (^990100-USD-STRD)
0.00%

5-Year Return

JBAXY
140.96%
MSCI WORLD (^990100-USD-STRD)
92.36%

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Statistics: JBAXY

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Valuation Measures

Annual
As of 5/16/2025
  • Market Cap

    14.13B

  • Enterprise Value

    --

  • Trailing P/E

    11.64

  • Forward P/E

    10.64

  • PEG Ratio (5yr expected)

    0.40

  • Price/Sales (ttm)

    3.05

  • Price/Book (mrq)

    1.74

  • Enterprise Value/Revenue

    4.07

  • 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)

    1.18

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    38.81B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    --

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