Julius Baer Gruppe AG (XSWX:BAER) Marketable Securities: CHF0 Mil (As of Dec. 2025)


XSWX:BAER Julius Baer Gruppe AG XSWX:BAER
72 GF Score
Price CHF73.92
GF Value CHF61.25
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Julius Baer Gruppe AG Marketable Securities?

Julius Baer Gruppe AG XSWX:BAER -0.67% 72 Marketable Securities is CHF0 Mil as of Dec. 2025. GuruFocus rates XSWX:BAER with a GF Score™ of 72/100 and a GF Value™ of CHF61.25 (Modestly Overvalued). The stock has 7 warning signs investors should review.

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price. Julius Baer Gruppe AG's Marketable Securities for the quarter that ended in Dec. 2025 was CHF0 Mil.

Julius Baer Gruppe AG  (XSWX:BAER) Marketable Securities Explanation

Marketable Securities are very liquid as they tend to have maturities of less than one year. Furthermore, the rate at which these securities can be bought or sold has little effect on their prices.

Please note, GuruFocus' Marketable Securities also includes "Other Short Term Investment".

Julius Baer Gruppe AG Marketable Securities Related Terms

Julius Baer Gruppe AG Marketable Securities Historical Data

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The historical data trend for Julius Baer Gruppe AG's Marketable Securities 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 Marketable Securities Chart

Julius Baer Gruppe AG Annual Data
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Julius Baer Gruppe AG Semi-Annual Data
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XSWX:BAER
72GF Score
Julius Baer Gruppe AG XSWX:BAER
Marketable Securities is just one metric. See GF Score™, valuation, warning signs, and more.
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Julius Baer Gruppe AG Marketable Securities Calculation

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price.

Frequently Asked Questions Learn more about Marketable Securities →
What does a Marketable Securities of CHF0 Mil mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Marketable Securities of CHF0 Mil as of Dec. 2025. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Marketable Securities too high?
Julius Baer Gruppe AG's current Marketable Securities is CHF0 Mil. Overall, Julius Baer Gruppe AG has a GF Score™ of 72/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Marketable Securities compare to BLK and BX?
Julius Baer Gruppe AG's Marketable Securities of CHF0 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 Marketable Securities for an Asset Management company?
A good Marketable Securities depends on the Asset Management industry context. However, Marketable Securities 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 Marketable Securities mean?
A high Marketable Securities can signal that a stock is expensive relative to its fundamentals. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Marketable Securities is CHF0 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 CHF61.25, compared to a current price of CHF73.92 — trading 20.7% above its estimated fair value. The current Marketable Securities is CHF0 Mil. Julius Baer Gruppe AG's overall GF Score™ is 72/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Marketable Securities calculated?
Marketable Securities is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Marketable Securities is CHF0 Mil as of Dec. 2025. 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 CHF73.92 is trading 20.7% above its estimated GF Value™ of CHF61.25. GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.

Key valuation signals for XSWX:BAER:

  • Marketable Securities: CHF0 Mil
  • GF Value™: CHF61.25 vs. price of CHF73.92 (20.7% above fair value)
  • GF Score™: 72/100 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.
72GF Score

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

CHF73.92
Price
CHF61.25
GF Value