Julius Baer Gruppe AG (MEX:BAERN) Net Loan: MXN968,187 Mil (As of Jun. 2026)

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MEX:BAERN Julius Baer Gruppe AG MEX:BAERN
76 GF Score
Price MXN990.76
GF Value MXN838.11
! 7 Warning Signs
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What is Julius Baer Gruppe AG Net Loan?

Julius Baer Gruppe AG MEX:BAERN 76 Net Loan is MXN968,187 Mil as of Jun. 2026. GuruFocus rates MEX:BAERN with a GF Score™ of 76/100 and a GF Value™ of MXN838.11. The stock has 7 warning signs investors should review.

Julius Baer Gruppe AG's quarterly net loan declined from Jun. 2025 (MXN958,476 Mil) to Dec. 2025 (MXN951,353 Mil) but then increased from Dec. 2025 (MXN951,353 Mil) to Jun. 2026 (MXN968,187 Mil).

Julius Baer Gruppe AG's annual net loan increased from Dec. 2023 (MXN763,672 Mil) to Dec. 2024 (MXN951,353 Mil) but then declined from Dec. 2024 (MXN951,353 Mil) to Dec. 2025 (MXN968,187 Mil).

Julius Baer Gruppe AG Net Loan Historical Data

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The historical data trend for Julius Baer Gruppe AG's Net Loan 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.

Julius Baer Gruppe AG Net Loan Chart

Julius Baer Gruppe AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Net Loan
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,122,971.11 933,033.02 763,672.36 973,139.69 951,353.49

Julius Baer Gruppe AG Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 Jun26
Net Loan 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 859,950.31 973,139.69 958,476.21 951,353.49 968,187.01
MEX:BAERN
76GF Score
Julius Baer Gruppe AG MEX:BAERN
Net Loan is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Net Loan Calculation

Total loans on banks' book. These are the fund that banks have lent out. The loans contribute to banks' income. Some borrower of the loans may stop paying their payment. In this case, the loan is called non-performing loans.

Loans can be divided into residential loans, commercial loans or consumer loans. Peter Lynch loved

Frequently Asked Questions Learn more about Net Loan →
What does a Net Loan of MXN968,187 Mil mean?
Julius Baer Gruppe AG (MEX:BAERN) has a Net Loan of MXN968,187 Mil as of Jun. 2026. The total net loans as recorded on a bank's balance sheet. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Net Loan too high?
Julius Baer Gruppe AG's current Net Loan is MXN968,187 Mil. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Net Loan compare to BLK and BX?
Julius Baer Gruppe AG's Net Loan of MXN968,187 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Net Loan for an Asset Management company?
A good Net Loan depends on the Asset Management industry context. However, Net Loan should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Net Loan mean?
A high Net Loan can signal that a stock is expensive relative to its fundamentals. The total net loans as recorded on a bank's balance sheet. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Net Loan is MXN968,187 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Julius Baer Gruppe AG stock overvalued right now?
Julius Baer Gruppe AG (MEX:BAERN) has a current Net Loan of MXN968,187 Mil. The stock's GF Value™ is MXN838.11, compared to a current price of MXN990.76 — trading 18.2% above its estimated fair value. The current Net Loan is MXN968,187 Mil. Julius Baer Gruppe AG's overall GF Score™ is 76/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Loan calculated?
Net Loan is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Net Loan is MXN968,187 Mil as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Julius Baer Gruppe AG (MEX:BAERN) Overvalued in 2026?

Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued. The current stock price of MXN990.76 is trading 18.2% above its estimated GF Value™ of MXN838.11.

Key valuation signals for MEX:BAERN:

  • Net Loan: MXN968,187 Mil
  • GF Value™: MXN838.11 vs. price of MXN990.76 (18.2% above fair value)
  • GF Score™: 76/100 with 7 warning signs

No single metric tells the full story. See the MEX:BAERN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Julius Baer Gruppe AG Business Description

Address Bahnhofstrasse 36, P.O. Box, 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 US 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 globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
76GF Score

Get the complete analysis for MEX:BAERN

Net Loan is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN990.76
Price
MXN838.11
GF Value