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Julius Baer Gruppe AGXSWX:BAER +2.47%74 3-Year Share Buyback Ratio is 0.30 as of Jun. 2026, which is 50% above its 10-year median of 0.20. GuruFocus rates XSWX:BAER with a GF Score™ of 74/100 and a GF Value™ of CHF63.55 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,142 Asset Management companies, Julius Baer Gruppe AG ranks better than 66.11% on this metric.
Shares Outstanding (EOP) are shares that have been authorized, issued, and purchased by investors and are held by them.
3-Year Share Buyback Ratio measures the average annual proportion of a company's outstanding shares repurchased over the past three years. It is calculated as the annualized percentage change in shares outstanding from three years ago to the current year. A positive ratio may indicate share buybacks over the period, while a zero or negative ratio may reflect no repurchases or potential share issuance. Julius Baer Gruppe AG's current 3-Year Share Buyback Ratio was 0.30%.
The historical rank and industry rank for Julius Baer Gruppe AG's 3-Year Share Buyback Ratio or its related term are showing as below:
XSWX:BAER'
s 3-Year Share Buyback Ratio Range Over the Past 10 Years
Min: -23.1 Med: 0.2 Max: 1.6
Current: 0.3
During the past 13 years, Julius Baer Gruppe AG's highest 3-Year Share Buyback Ratio was 1.60%. The lowest was -23.10%. And the median was 0.20%.
XSWX:BAER's 3-Year Share Buyback Ratio is ranked better than 66.11% of 1142
companies
in the Asset Management industry
Industry Median: -0.8
vs XSWX:BAER: 0.30
Julius Baer Gruppe AG (XSWX:BAER) 3-Year Share Buyback Ratio Explanation
A negative number means the company might be issuing new shares. A positive number indicates that the company is buying back shares.
Be Aware
Investors usually like share buybacks. But as pointed by Warren Buffett, only if a company buys back shares at the prices below the stock's intrinsic value, it rewards remaining shareholders. If a company buys its overvalued stocks back, it destroys shareholder value.
Julius Baer Gruppe AG 3-Year Share Buyback Ratio Related Terms
XSWX:BAER vs BLK, BX, KKR: 3-Year Share Buyback Ratio Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's 3-Year Share Buyback Ratio, along with its competitors' market caps and 3-Year Share Buyback Ratio 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 3-Year Share Buyback Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's 3-Year Share Buyback Ratio distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's 3-Year Share Buyback Ratio falls into.
Julius Baer Gruppe AG 3-Year Share Buyback Ratio Calculation
This is the annualized percentage change in shares outstanding from three years ago to the current year. The annualized percentage change is calculated with expontential compound based on the latest four years of annual data on Shares Outstanding (EOP).
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average dividends per share growth rate.
What does a 3-Year Share Buyback Ratio of 0.30 mean?
Julius Baer Gruppe AG (XSWX:BAER) has a 3-Year Share Buyback Ratio of 0.30 as of Jun. 2026. The 3-Year Share Buyback Ratio measures the average annual proportion of a company's outstanding shares repurchased over the past three years. It is calculated as the annualized percentage change in shares outstanding from three years ago to the current year. View historical data for Julius Baer Gruppe AG and its competitors. This is 50% above median its historical median of 0.20. According to the industry distribution chart, Julius Baer Gruppe AG ranks #387 out of 1142 companies in the Asset Management industry, placing it in the top 33.9%.
Is Julius Baer Gruppe AG's 3-Year Share Buyback Ratio too high?
Julius Baer Gruppe AG's current 3-Year Share Buyback Ratio of 0.30 is 50% above median its 10-year median of 0.20. Based on the distribution chart, Julius Baer Gruppe AG ranks #387 out of 1142 companies in the Asset Management industry, which is above the industry midpoint. Overall, Julius Baer Gruppe AG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's 3-Year Share Buyback Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #387 out of 1142 companies for 3-Year Share Buyback Ratio. This puts Julius Baer Gruppe AG in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Share Buyback Ratio for an Asset Management company?
A good 3-Year Share Buyback Ratio depends on the Asset Management industry context. However, 3-Year Share Buyback Ratio 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 3-Year Share Buyback Ratio mean?
A high 3-Year Share Buyback Ratio can signal that a stock is expensive relative to its fundamentals. The 3-Year Share Buyback Ratio measures the average annual proportion of a company's outstanding shares repurchased over the past three years. It is calculated as the annualized percentage change in shares outstanding from three years ago to the current year. View historical data for Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current 3-Year Share Buyback Ratio is 0.30, which is 50% above median its own 10-year median of 0.20. 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 Modestly Overvalued. The stock's GF Value™ is CHF63.55, compared to a current price of CHF70.56 — trading 11% above its estimated fair value. The current 3-Year Share Buyback Ratio is 0.30, which is 50% above median its 10-year median of 0.20. 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 3-Year Share Buyback Ratio calculated?
3-Year Share Buyback Ratio is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current 3-Year Share Buyback Ratio is 0.30 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 (XSWX:BAER) Overvalued in 2026?
Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued.
The current stock price of CHF70.56 is trading 11% above its estimated GF Value™ of CHF63.55.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
3-Year Share Buyback Ratio: 0.30 (50% above median its 10-year median of 0.20)
GF Value™: CHF63.55 vs. price of CHF70.56 (11% 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.
74GF Score
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