Julius Baer Gruppe AG (XSWX:BAER) Scaled Net Operating Assets : -0.04 (As of Jun. 2024)

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What is Julius Baer Gruppe AG Scaled Net Operating Assets?

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Julius Baer Gruppe AG's operating assets for the quarter that ended in Jun. 2024 was CHF86,147 Mil. Julius Baer Gruppe AG's operating liabilities for the quarter that ended in Jun. 2024 was CHF90,403 Mil. Julius Baer Gruppe AG's Total Assets for the quarter that ended in Dec. 2023 was CHF96,786 Mil. Therefore, Julius Baer Gruppe AG's scaled net operating assets (SNOA) for the quarter that ended in Jun. 2024 was -0.04.

Julius Baer Gruppe AG Scaled Net Operating Assets Calculation

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Julius Baer Gruppe AG's Scaled Net Operating Assets (SNOA) for the fiscal year that ended in Dec. 2023 is calculated as

	Scaled Net Operating Assets (SNOA)		(A: Dec. 2023 )
=	(Operating Assets (A: Dec. 2023 )	-	Operating Liabilities (A: Dec. 2023 ))	/	Total Assets (A: Dec. 2022 )
=	(83242.7	-	86894.8)	/	105643.7
=	-0.03

where

	Operating Assets		(A: Dec. 2023 )
=	Total Assets	-	Balance Sheet Cash And Cash Equivalents
=	96786.3	-	13543.6
=	83242.7

	Operating Liabilities		(A: Dec. 2023 )
=	Total Liabilities	-	Long-Term Debt & Capital Lease Obligation	-	Short-Term Debt & Capital Lease Obligation
=	90623.1	-	3728.3	-	0
=	86894.8

Julius Baer Gruppe AG's Scaled Net Operating Assets (SNOA) for the quarter that ended in Jun. 2024 is calculated as

	Scaled Net Operating Assets (SNOA)		(Q: Jun. 2024 )
=	(Operating Assets (Q: Jun. 2024 )	-	Operating Liabilities (Q: Jun. 2024 ))	/	Total Assets (Q: Dec. 2023 )
=	(86146.6	-	90402.8)	/	96786.3
=	-0.04

where

	Operating Assets		(Q: Jun. 2024 )
=	Total Assets	-	Balance Sheet Cash And Cash Equivalents
=	100165.5	-	14018.9
=	86146.6

	Operating Liabilities		(Q: Jun. 2024 )
=	Total Liabilities	-	Long-Term Debt & Capital Lease Obligation	-	Short-Term Debt & Capital Lease Obligation
=	93992.4	-	3589.6	-	0
=	90402.8

* 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.

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Julius Baer Gruppe AG Business Description

Industry

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Traded in Other Exchanges

JBAXY:USA JBARF:USA BAERz:UK 0QO6:UK JGE1:Germany

Address

Bahnhofstrasse 36, Zurich, CHE, 8010

Website

https://www.juliusbaer.com

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.