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Julius Baer Gruppe AG (Julius Baer Gruppe AG) Retained Earnings : $8,217 Mil (As of Dec. 2023)


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What is Julius Baer Gruppe AG Retained Earnings?

Retained earnings is the accumulated portion of net income that is not distributed to shareholders. Julius Baer Gruppe AG's retained earnings for the quarter that ended in Dec. 2023 was $8,217 Mil.

Julius Baer Gruppe AG's quarterly retained earnings declined from Dec. 2022 ($8,089 Mil) to Jun. 2023 ($7,981 Mil) but then increased from Jun. 2023 ($7,981 Mil) to Dec. 2023 ($8,217 Mil).

Julius Baer Gruppe AG's annual retained earnings declined from Dec. 2021 ($8,269 Mil) to Dec. 2022 ($8,089 Mil) but then increased from Dec. 2022 ($8,089 Mil) to Dec. 2023 ($8,217 Mil).


Julius Baer Gruppe AG Retained Earnings Historical Data

The historical data trend for Julius Baer Gruppe AG's Retained Earnings can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

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Julius Baer Gruppe AG Retained Earnings Chart

Julius Baer Gruppe AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Retained Earnings
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6,673.52 7,802.68 8,269.06 8,089.31 8,217.04

Julius Baer Gruppe AG Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Retained Earnings Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 8,269.06 7,213.36 8,089.31 7,981.23 8,217.04

Julius Baer Gruppe AG Retained Earnings Calculation

Retained Earnings is the accumulated portion of net income that is not distributed to shareholders. Because the net income was not distributed to shareholders, shareholders' equity is increased by the same amount.

Of course, if a company loses, it is called retained losses, or accumulated losses.


Julius Baer Gruppe AG  (OTCPK:JBAXY) Retained Earnings Explanation

Historically profitable companies sometimes have negative retained earnings. This is because they have cumulatively paid out more to shareholders than they reported in profits.

For example, in 2011, Microsoft had negative retained earnings. This does not mean the company lost more money than it made over the years. It just means it paid out more money than it earned.

If a company has negative retained earnings, investors should check the 10-year financial results. They should not assume that negative retained earnings prove a company has generally lost money in the past.

Of course, many companies with negative retained earnings have indeed lost money in the past.

Retained Earnings: Warren Buffett's Secret.

One of the most important indicators of durable competitive advantage. Net earnings can be paid out as dividends, used to buy back shares or retained for growth.

If the company loses more than it has accumulated, retained earnings is negative.

If a company isn't adding to its retained earnings, it isn't growing its net worth.

Rate of growth of retained earnings is good indicator whether it's benefiting from a competitive advantage.

Microsoft is negative because it chose to buyback stock and pay dividends.

The more earnings retained, the faster it grows and increases growth rate for future earnings.


Julius Baer Gruppe AG (Julius Baer Gruppe AG) Business Description

Address
Bahnhofstrasse 36, Zurich, CHE, 8010
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

Julius Baer Gruppe AG (Julius Baer Gruppe AG) Headlines

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