Julius Baer Gruppe AGMEX:BAERN 76 Shareholder Yield % is 2.36% as of Dec. 2025, which is 3% below its 10-year median of 2.44. GuruFocus rates MEX:BAERN with a GF Score™ of 76/100 and a GF Value™ of MXN918.74. The stock has 7 warning signs investors should review. Among 1,479 Asset Management companies, Julius Baer Gruppe AG ranks worse than 58.35% on this metric.
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return.
As of today, Julius Baer Gruppe AG's Shareholder Yield % was 2.36%.
Julius Baer Gruppe AG (MEX:BAERN) Shareholder Yield % Explanation
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."
Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.
Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.
Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.
Julius Baer Gruppe AG Shareholder Yield % Related Terms
Julius Baer Gruppe AG Shareholder Yield % Historical Data
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The historical data trend for Julius Baer Gruppe AG's Shareholder Yield % 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.
MEX:BAERN vs BLK, BX, KKR: Shareholder Yield % Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % 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 Shareholder Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Shareholder Yield % falls into.
* 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.
* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.
Julius Baer Gruppe AG (MEX:BAERN) has a Shareholder Yield % of 2.36% as of Dec. 2025. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Julius Baer Gruppe AG and its competitors. This is near median its historical median of 2.44. According to the industry distribution chart, Julius Baer Gruppe AG ranks #863 out of 1479 companies in the Asset Management industry, placing it in the top 58.4%.
Is Julius Baer Gruppe AG's Shareholder Yield % too high?
Julius Baer Gruppe AG's current Shareholder Yield % of 2.36% is near median its 10-year median of 2.44. The Asset Management industry median Shareholder Yield % is 4.04. Julius Baer Gruppe AG's value of 2.36% is 41.6% below this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #863 out of 1479 companies in the Asset Management industry, which is below the industry midpoint. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #863 out of 1479 companies for Shareholder Yield %. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Shareholder Yield % is 4.04. Julius Baer Gruppe AG's value of 2.36% is 41.6% below this benchmark. While the company's 10-year median is 2.44 vs. the industry median of 4.04, 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 Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.04, based on 1,479 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Shareholder Yield % of 2.36% is 41.6% 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 Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.04 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Shareholder Yield % is 2.36%, which is near median its own 10-year median of 2.44. 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 (MEX:BAERN) has a current Shareholder Yield % of 2.36%. The stock's GF Value™ is MXN918.74, compared to a current price of MXN990.76 — trading 7.8% above its estimated fair value. The current Shareholder Yield % is 2.36%, which is near median its 10-year median of 2.44 and 41.6% below the Asset Management industry median of 4.04. 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 Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Julius Baer Gruppe AG (MEX:BAERN), the current Shareholder Yield % is 2.36% 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 (MEX:BAERN) Overvalued in 2026?
Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued.
The current stock price of MXN990.76 is trading 7.8% above its estimated GF Value™ of MXN918.74.
Key valuation signals for MEX:BAERN:
Shareholder Yield %: 2.36% (near median its 10-year median of 2.44)
GF Value™: MXN918.74 vs. price of MXN990.76 (7.8% above fair value)
Industry Position: 41.6% below the Asset Management median (#863 of 1479)
No single metric tells the full story. See the MEX:BAERN 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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