Julius Baer Gruppe AG's quarterly market cap
declined
from Dec. 2024 (CHF12,017 Mil) to Jun. 2025 (CHF10,989 Mil) but then
increased
from Jun. 2025 (CHF10,989 Mil) to Dec. 2025 (CHF12,792 Mil).
Julius Baer Gruppe AG's annual market cap
increased
from Dec. 2023 (CHF9,657 Mil) to Dec. 2024 (CHF12,017 Mil) and
increased
from Dec. 2024 (CHF12,017 Mil) to Dec. 2025 (CHF12,792 Mil).
Enterprise Value is the theoretical takeover price. It is more comprehensive than market capitalization (market cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash and cash equivalents. Julius Baer Gruppe AG's Enterprise Value for Today is CHF5,906 Mil.
Julius Baer Gruppe AG (XSWX:BAER) Market Cap Explanation
Market cap is not the real price you pay for a company. If you buy the company and become its owner, you become the owner of the cash the company has, and you also assume the companys debt. The real price you pay is the Enterprise Value.
Warren Buffett uses the ratio of total market cap of all public traded companies over GDP to measure if the market is expensive. As of April 2012, the US total market cap is about $14.7 trillion, while the US GDP is about $15 trillion. The market was modestly overvalued.
* 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.
For the Asset Management subindustry, Julius Baer Gruppe AG's Market Cap, along with its competitors' market caps and Market Cap 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 Market Cap vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Market Cap distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Market Cap falls into.
Market cap is the short version of market capitalization. It is the total market value to buy the whole company. It is equal to the share price times the number of shares outstanding.
Julius Baer Gruppe AG's Market Cap 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 Market Cap of CHF13,435 Mil as of Jun. 25, 2026. Market cap equals the total value of a company's shares: price times shares outstanding. View historical data on Julius Baer Gruppe AG and its competitors. According to the industry distribution chart, Julius Baer Gruppe AG ranks #24 out of 1666 companies in the Asset Management industry, placing it in the top 1.4%.
Is Julius Baer Gruppe AG's Market Cap too high?
Julius Baer Gruppe AG's current Market Cap is CHF13,435 Mil. Based on the distribution chart, Julius Baer Gruppe AG ranks #24 out of 1666 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Market Cap compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #24 out of 1666 companies for Market Cap. This places Julius Baer Gruppe AG in the top 1% of its industry — outperforming the majority of peers. The industry median Market Cap is 200.66. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Market Cap for an Asset Management company?
The median Market Cap among Asset Management companies is 200.66, based on 1,666 companies in the industry. Companies in the top quartile (top 25%) have a Market Cap significantly above this median, while those in the bottom quartile fall well below. However, Market Cap 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 Market Cap mean?
A high Market Cap can signal that a stock is expensive relative to its fundamentals. Market cap equals the total value of a company's shares: price times shares outstanding. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Market Cap is 200.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Market Cap is CHF13,435 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 CHF60.80, compared to a current price of CHF65.54 — trading 7.8% above its estimated fair value. The current Market Cap is CHF13,435 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 Market Cap calculated?
Market Cap is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Market Cap is CHF13,435 Mil as of Jun. 25, 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 CHF65.54 is trading 7.8% above its estimated GF Value™ of CHF60.80.
GuruFocus considers Julius Baer Gruppe AG to be Fairly Valued.
Key valuation signals for XSWX:BAER:
Market Cap: CHF13,435 Mil
GF Value™: CHF60.80 vs. price of CHF65.54 (7.8% above fair value)
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.
76GF Score
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