Julius Baer Gruppe AG (XSWX:BAER) Interest Income: CHF1,698 Mil (TTM As of Jun. 2026)

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XSWX:BAER Julius Baer Gruppe AG XSWX:BAER
74 GF Score
Price CHF70.56
GF Value CHF63.31
Valuation Fairly Valued
! 7 Warning Signs
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What is Julius Baer Gruppe AG Interest Income?

Julius Baer Gruppe AG XSWX:BAER +2.47% 74 Interest Income is CHF1,698 Mil as of Jun. 2026. GuruFocus rates XSWX:BAER with a GF Score™ of 74/100 and a GF Value™ of CHF63.31 (Fairly Valued). The stock has 7 warning signs investors should review.

Interest Income is the interest earned on cash temporarily held in savings accounts, certificates of deposits, or other investments. Julius Baer Gruppe AG's interest income for the six months ended in Jun. 2026 was CHF844 Mil. Its interest income for the trailing twelve months (TTM) ended in Jun. 2026 was CHF1,698 Mil.

Julius Baer Gruppe AG Interest Income Historical Data

* Premium members only.

The historical data trend for Julius Baer Gruppe AG's Interest Income 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 Interest Income Chart

Julius Baer Gruppe AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Interest Income
Get a 7-Day Free Trial Premium Member Only Premium Member Only 758.50 1,248.30 2,593.10 2,508.80 1,827.90

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
Interest Income 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 1,327.80 1,181.00 973.80 854.10 844.00
XSWX:BAER
74GF Score
Julius Baer Gruppe AG XSWX:BAER
Interest Income is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Interest Income Calculation

Interest Income is the interest earned on cash temporarily held in savings accounts, certificates of deposits, or other investments.

Interest Income 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 CHF1,698 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 Interest Income →
What does a Interest Income of CHF1,698 Mil mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Interest Income of CHF1,698 Mil as of Jun. 2026. Interest Income is the amount a company receives on savings accounts and certificates of deposits. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Interest Income too high?
Julius Baer Gruppe AG's current Interest Income is CHF1,698 Mil. Overall, Julius Baer Gruppe AG has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Interest Income compare to BLK and BX?
Julius Baer Gruppe AG's Interest Income of CHF1,698 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 Interest Income for an Asset Management company?
A good Interest Income depends on the Asset Management industry context. However, Interest Income 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 Interest Income mean?
A high Interest Income can signal that a stock is expensive relative to its fundamentals. Interest Income is the amount a company receives on savings accounts and certificates of deposits. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Interest Income is CHF1,698 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 Fairly Valued. The stock's GF Value™ is CHF63.31, compared to a current price of CHF70.56 — trading 11.5% above its estimated fair value. The current Interest Income is CHF1,698 Mil. 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 Interest Income calculated?
Interest Income is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Interest Income is CHF1,698 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 CHF70.56 is trading 11.5% above its estimated GF Value™ of CHF63.31. GuruFocus considers Julius Baer Gruppe AG to be Fairly Valued.

Key valuation signals for XSWX:BAER:

  • Interest Income: CHF1,698 Mil
  • GF Value™: CHF63.31 vs. price of CHF70.56 (11.5% above fair value)
  • GF Score™: 74/100 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.
74GF Score

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

CHF70.56
Price
CHF63.31
GF Value