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Julius Baer Gruppe AG's Total Assets for the quarter that ended in Jun. 2026 was €126,595 Mil.
During the past 12 months, Julius Baer Gruppe AG's average Total Assets Growth Rate was 11.10% per year.
During the past 3 years, the average Total Assets Growth Rate was 2.20% per year.
During the past 5 years, the average Total Assets Growth Rate was 1.10% per year.
During the past 10 years, the average Total Assets Growth Rate was 3.00% per year.
During the past 13 years, Julius Baer Gruppe AG's highest 3-Year average Total Assets Growth Rate was 20.20%. The lowest was -1.70%. And the median was 3.85%.
Note:
The Net Income data used here is two times the semi-annual (Jun. 2026) data.
In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.
Total Assets is linked to total revenue through Asset Turnover.
Julius Baer Gruppe AG's Asset Turnover for the quarter that ended in Jun. 2026 is
* 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.
Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.
Julius Baer Gruppe AG Total Assets Related Terms
Julius Baer Gruppe AG Total Assets Historical Data
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The historical data trend for Julius Baer Gruppe AG's Total Assets 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.
From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.
Julius Baer Gruppe AG's Total Assets 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 (FRA:JGE1) has a Total Assets of €126,595 Mil as of Jun. 2026. The total amount of assets as recorded on a company's balance sheet. View historical data on Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Total Assets too high?
Julius Baer Gruppe AG's current Total Assets is €126,595 Mil. 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 Total Assets compare to BLK and BX?
Julius Baer Gruppe AG's Total Assets of €126,595 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 Total Assets for an Asset Management company?
A good Total Assets depends on the Asset Management industry context. However, Total Assets 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 Total Assets mean?
A high Total Assets can signal that a stock is expensive relative to its fundamentals. The total amount of assets as recorded on a company's balance sheet. View historical data on Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Total Assets is €126,595 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?
Julius Baer Gruppe AG (FRA:JGE1) has a current Total Assets of €126,595 Mil. The stock's GF Value™ is €13.34, compared to a current price of €14.70 — trading 10.2% above its estimated fair value. The current Total Assets is €126,595 Mil. 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 Total Assets calculated?
Total Assets is calculated from a company's financial statements. For Julius Baer Gruppe AG (FRA:JGE1), the current Total Assets is €126,595 Mil as of Jun. 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 €14.70 is trading 10.2% above its estimated GF Value™ of €13.34.
Key valuation signals for FRA:JGE1:
Total Assets: €126,595 Mil
GF Value™: €13.34 vs. price of €14.70 (10.2% above fair value)
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 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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