Julius Baer Gruppe AG (FRA:JGE1) Moat Score: 5/10 (As of Jul. 20, 2026)

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FRA:JGE1 Julius Baer Gruppe AG FRA:JGE1
74 GF Score
Price €15.30
GF Value €12.83
! 7 Warning Signs
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What is Julius Baer Gruppe AG Moat Score?

Julius Baer Gruppe AG FRA:JGE1 -1.92% 74 Moat Score is 5 as of Jul. 20, 2026. GuruFocus rates FRA:JGE1 with a GF Score™ of 74/100 and a GF Value™ of €12.83. The stock has 7 warning signs investors should review. Among 1,694 Asset Management companies, Julius Baer Gruppe AG ranks better than 98.05% on this metric.

Julius Baer Gruppe AG has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Julius Baer Gruppe AG has Narrow Moat: Julius Baer Gruppe AG has a solid narrow moat due to its strong brand in wealth management and customer loyalty. The company benefits from regulatory barriers and economies of scale, but intense competition in the financial services sector limits its moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Julius Baer Gruppe AG might have Narrow Moat - Solid narrow moat.

Julius Baer Gruppe AG  (FRA:JGE1) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Julius Baer Gruppe AG Moat Score Related Terms

FRA:JGE1 vs BLK, BX, KKR: Moat Score Comparison

For the Asset Management subindustry, Julius Baer Gruppe AG's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Moat Score distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's Moat Score falls into.


FRA:JGE1
74GF Score
Julius Baer Gruppe AG FRA:JGE1
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Julius Baer Gruppe AG (FRA:JGE1) has a Moat Score of 5 as of Jul. 20, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Julius Baer Gruppe AG ranks #33 out of 1694 companies in the Asset Management industry, placing it in the top 1.9%.
Is Julius Baer Gruppe AG's Moat Score too high?
Julius Baer Gruppe AG's current Moat Score is 5. Based on the distribution chart, Julius Baer Gruppe AG ranks #33 out of 1694 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 74/100, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Moat Score compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #33 out of 1694 companies for Moat Score. This places Julius Baer Gruppe AG in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score 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 Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Julius Baer Gruppe AG's current Moat Score is 5. 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?
Julius Baer Gruppe AG (FRA:JGE1) has a current Moat Score of 5. The stock's GF Value™ is €12.83, compared to a current price of €15.30 — trading 19.3% above its estimated fair value. The current Moat Score is 5. 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 Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Julius Baer Gruppe AG (FRA:JGE1), the current Moat Score is 5 as of Jul. 20, 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 (FRA:JGE1) Overvalued in 2026?

Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued. The current stock price of €15.30 is trading 19.3% above its estimated GF Value™ of €12.83.

Key valuation signals for FRA:JGE1:

  • Moat Score: 5
  • GF Value™: €12.83 vs. price of €15.30 (19.3% above fair value)
  • GF Score™: 74/100 with 7 warning signs

No single metric tells the full story. See the FRA:JGE1 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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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€15.30
Price
€12.83
GF Value