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Julius Baer Gruppe AGXSWX:BAER +2.47%74 Equity-to-Asset is 0.06 as of Jun. 2026, which is at its 10-year median of 0.06. GuruFocus rates XSWX:BAER with a GF Score™ of 74/100 and a GF Value™ of CHF63.55 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,635 Asset Management companies, Julius Baer Gruppe AG ranks worse than 96.76% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Julius Baer Gruppe AG's Total Stockholders Equity for the quarter that ended in Jun. 2026 was CHF7,375 Mil. Julius Baer Gruppe AG's Total Assets for the quarter that ended in Jun. 2026 was CHF116,575 Mil.
Therefore, Julius Baer Gruppe AG's Equity to Asset Ratio for the quarter that ended in Jun. 2026 was 0.06.
The historical rank and industry rank for Julius Baer Gruppe AG's Equity-to-Asset or its related term are showing as below:
XSWX:BAER'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.05 Med: 0.06 Max: 0.07
Current: 0.06
During the past 13 years, the highest Equity to Asset Ratio of Julius Baer Gruppe AG was 0.07. The lowest was 0.05. And the median was 0.06.
XSWX:BAER's Equity-to-Asset is ranked worse than 96.76% of 1635
companies
in the Asset Management industry
Industry Median: 0.83
vs XSWX:BAER: 0.06
Julius Baer Gruppe AG (XSWX:BAER) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Julius Baer Gruppe AG Equity-to-Asset Related Terms
Julius Baer Gruppe AG Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's Equity-to-Asset 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.
XSWX:BAER vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Julius Baer Gruppe AG Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Julius Baer Gruppe AG's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as
* 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 (XSWX:BAER) has a Equity-to-Asset of 0.06 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Julius Baer Gruppe AG and its competitors. This is near median its historical median of 0.06. Over the past decade, Julius Baer Gruppe AG's Equity-to-Asset has ranged from 0.05 to 0.07. According to the industry distribution chart, Julius Baer Gruppe AG ranks #1582 out of 1635 companies in the Asset Management industry, placing it in the top 96.8%.
Is Julius Baer Gruppe AG's Equity-to-Asset too high?
Julius Baer Gruppe AG's current Equity-to-Asset of 0.06 is near median its 10-year median of 0.06. Over the past 10 years, this metric has ranged from a low of 0.05 to a high of 0.07. The Asset Management industry median Equity-to-Asset is 0.83. Julius Baer Gruppe AG's value of 0.06 is 92.8% below this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #1582 out of 1635 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Julius Baer Gruppe AG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #1582 out of 1635 companies for Equity-to-Asset. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Julius Baer Gruppe AG's value of 0.06 is 92.8% below this benchmark. Historically, Julius Baer Gruppe AG's own Equity-to-Asset has ranged from 0.05 to 0.07 over the past decade. While the company's 10-year median is 0.06 vs. the industry median of 0.83, Julius Baer Gruppe AG has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,635 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Equity-to-Asset of 0.06 is 92.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Equity-to-Asset is 0.06, which is near median its own 10-year median of 0.06. 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 CHF63.55, compared to a current price of CHF70.56 — trading 11% above its estimated fair value. The current Equity-to-Asset is 0.06, which is near median its 10-year median of 0.06 and 92.8% below the Asset Management industry median of 0.83. Julius Baer Gruppe AG's overall GF Score™ is 74/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Equity-to-Asset is 0.06 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 CHF70.56 is trading 11% above its estimated GF Value™ of CHF63.55.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
Equity-to-Asset: 0.06 (near median its 10-year median of 0.06)
GF Value™: CHF63.55 vs. price of CHF70.56 (11% above fair value)
Industry Position: 92.8% below the Asset Management median (#1582 of 1635)
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 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.
74GF Score
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