Julius Baer Gruppe AG (XSWX:BAER) Deferred Tax: CHF-4 Mil (TTM As of Jun. 2026)

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XSWX:BAER Julius Baer Gruppe AG XSWX:BAER
73 GF Score
Price CHF75.22
GF Value CHF63.59
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Julius Baer Gruppe AG Deferred Tax?

Julius Baer Gruppe AG XSWX:BAER -1.10% 73 Deferred Tax is CHF-4 Mil as of Jun. 2026. GuruFocus rates XSWX:BAER with a GF Score™ of 73/100 and a GF Value™ of CHF63.59 (Modestly Overvalued). The stock has 7 warning signs investors should review.

Change In Deferred Tax represents future tax liability or asset, resulting from temporary differences between book (accounting) value of assets and liabilities, and their tax value. This arises due to differences between financial accounting for shareholders and tax accounting.

Julius Baer Gruppe AG's change in deferred tax for the six months ended in Jun. 2026 was CHF1 Mil. Its change in deferred tax for the trailing twelve months (TTM) ended in Jun. 2026 was CHF-4 Mil.

Julius Baer Gruppe AG Deferred Tax Related Terms

Julius Baer Gruppe AG Deferred Tax Historical Data

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The historical data trend for Julius Baer Gruppe AG's Deferred Tax 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 Deferred Tax Chart

Julius Baer Gruppe AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Deferred Tax
Get a 7-Day Free Trial Premium Member Only Premium Member Only -12.30 9.50 -10.10 -3.30 5.70

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
Deferred Tax 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 7.10 -10.40 10.60 -4.90 0.60
XSWX:BAER
73GF Score
Julius Baer Gruppe AG XSWX:BAER
Deferred Tax is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Deferred Tax Calculation

Change In Deferred Tax represents future tax liability or asset, resulting from temporary differences between book (accounting) value of assets and liabilities, and their tax value. This arises due to differences between financial accounting for shareholders and tax accounting.

Deferred Tax for the trailing twelve months (TTM) ended in Jun. 2026 adds up the semi-annually data reported by the company within the most recent 12 months, which was CHF-4 Mil.


* 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.

Frequently Asked Questions Learn more about Deferred Tax →
What does a Deferred Tax of CHF-4 Mil mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Deferred Tax of CHF-4 Mil as of Jun. 2026. Change in Defered Tax is amount of deferred tax assets or liabilities due to temporary differences in financial and tax accounting. View historical data for Julius Baer Gruppe AG.
Is Julius Baer Gruppe AG's Deferred Tax too high?
Julius Baer Gruppe AG's current Deferred Tax is CHF-4 Mil. Overall, Julius Baer Gruppe AG has a GF Score™ of 73/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Deferred Tax compare to BLK and BX?
Julius Baer Gruppe AG's Deferred Tax of CHF-4 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 Deferred Tax for an Asset Management company?
A good Deferred Tax depends on the Asset Management industry context. However, Deferred Tax 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 Deferred Tax mean?
A high Deferred Tax can signal that a stock is expensive relative to its fundamentals. Change in Defered Tax is amount of deferred tax assets or liabilities due to temporary differences in financial and tax accounting. View historical data for Julius Baer Gruppe AG. Julius Baer Gruppe AG's current Deferred Tax is CHF-4 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?
Based on GuruFocus' analysis, Julius Baer Gruppe AG (XSWX:BAER) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF63.59, compared to a current price of CHF75.22 — trading 18.3% above its estimated fair value. The current Deferred Tax is CHF-4 Mil. Julius Baer Gruppe AG's overall GF Score™ is 73/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Deferred Tax calculated?
Deferred Tax is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Deferred Tax is CHF-4 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 (XSWX:BAER) Overvalued in 2026?

Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued. The current stock price of CHF75.22 is trading 18.3% above its estimated GF Value™ of CHF63.59. GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.

Key valuation signals for XSWX:BAER:

  • Deferred Tax: CHF-4 Mil
  • GF Value™: CHF63.59 vs. price of CHF75.22 (18.3% above fair value)
  • GF Score™: 73/100 with 7 warning signs

No single metric tells the full story. See the XSWX:BAER 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.
73GF Score

Get the complete analysis for XSWX:BAER

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

CHF75.22
Price
CHF63.59
GF Value