Julius Baer Gruppe AG logo

Julius Baer Gruppe AG - Registered Shares

XSWX:BAER (Switzerland)   Registered Shares
CHF 54.04 (-1.75%) May 28
24.45
P/B:
1.80
Market Cap:
CHF 11.07B ($ 12.12B)
Enterprise V:
CHF 1.25B ($ 1.37B)
Volume:
478.57K
Avg Vol (2M):
593.39K
Also Trade In:
Volume:
478.57K
Avg Vol (2M):
593.39K

Business Description

Julius Baer Gruppe AG logo
Julius Baer Gruppe AG
NAICS : 523930
ISIN : CH0102484968

Share Class Description:

XSWX:BAER: Registered Shares
Description
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.

Financials (Next Earnings Date:2024-05-31 Est.)

XSWX:BAER's 30-Y Financials
Income Statement Breakdown FY
No Enough Data
Balance Sheet Breakdown
No Enough Data
Cashflow Statement Breakdown
No Enough Data

Historical Operating Revenue by Business Segment

Historical Operating Revenue by Geographic Region

5-Step DuPont Analysis as of
No Enough Data

Guru Trades

See Details
To

Insider Trades

See Details
To

Peter Lynch Chart

Y-axis scale:
Interactive Chart
To

Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Julius Baer Gruppe AG Executives

Details

Valuation Chart

Year:

Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil CHF) 3,867.1
EPS (TTM) (CHF) 2.21
Beta 1
Volatility % 29.14
14-Day RSI 56.46
14-Day ATR (CHF) 1.215343
20-Day SMA (CHF) 53.22
12-1 Month Momentum % -13.48
52-Week Range (CHF) 42.98 - 63.4
Shares Outstanding (Mil) 204.82

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 4
Positive ROA
Positive CFROA
Higher ROA yoy
CFROA > ROA
Lower Leverage yoy
Higher Current Ratio yoy
Less Shares Outstanding yoy
Higher Gross Margin yoy
Higher Asset Turnover yoy

Julius Baer Gruppe AG Filings

Filing Date Document Date Form
No Filing Data

Julius Baer Gruppe AG Stock Events

Financials Calendars
Event Date Price(CHF)
No Event Data

Julius Baer Gruppe AG Frequently Asked Questions

What is Julius Baer Gruppe AG(XSWX:BAER)'s stock price today?
The current price of XSWX:BAER is CHF54.04. The 52 week high of XSWX:BAER is CHF63.40 and 52 week low is CHF42.98.
When is next earnings date of Julius Baer Gruppe AG(XSWX:BAER)?
The next earnings date of Julius Baer Gruppe AG(XSWX:BAER) is 2024-05-31 Est..
Does Julius Baer Gruppe AG(XSWX:BAER) pay dividends? If so, how much?
The  Dividend Yield %  of Julius Baer Gruppe AG(XSWX:BAER) is 4.81% (As of Today), Highest Dividend Payout Ratio of Julius Baer Gruppe AG(XSWX:BAER) was 1.82. The lowest was 0.35. And the median was 0.46. The  Forward Dividend Yield % of Julius Baer Gruppe AG(XSWX:BAER) is 4.81%. For more information regarding to dividend, please check our Dividend Page.

Press Release

Subject Date
No Press Release