Julius Baer Gruppe AG (XSWX:BAER) Total Stockholders Equity: CHF7,228 Mil (As of Dec. 2025)

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XSWX:BAER Julius Baer Gruppe AG XSWX:BAER
74 GF Score
Price CHF73.30
GF Value CHF61.48
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Julius Baer Gruppe AG Total Stockholders Equity?

Julius Baer Gruppe AG XSWX:BAER -1.95% 74 Total Stockholders Equity is CHF7,228 Mil as of Dec. 2025. GuruFocus rates XSWX:BAER with a GF Score™ of 74/100 and a GF Value™ of CHF61.48 (Modestly Overvalued). The stock has 7 warning signs investors should review.

Julius Baer Gruppe AG's Total Stockholders Equity for the quarter that ended in Dec. 2025 was CHF7,228 Mil. It refers to the net assets owned by shareholders. It does not include minority interest.

Total Stockholders Equity is used to calculate Book Value per Share. Julius Baer Gruppe AG's Book Value per Share for the quarter that ended in Dec. 2025 was CHF35.26. The ratio of a company's debt over equity can be used to measure how leveraged this company is. Julius Baer Gruppe AG's Debt-to-Equity for the quarter that ended in Dec. 2025 was 0.59.

Julius Baer Gruppe AG  (XSWX:BAER) Total Stockholders Equity Explanation

1. Total Stockholders Equity is used to calculate Book Value per Share.

Julius Baer Gruppe AG's Book Value per Share for the quarter that ended in Dec. 2025 is

Book Value per Share=(Total Stockholders Equity-Preferred Stock)/Shares Outstanding (EOP)
=(7228.2-0)/204.996
=35.26

2. The ratio of a company's debt over equity can be used to measure how leveraged this company is.

Julius Baer Gruppe AG's Debt-to-Equity for the quarter that ended in Dec. 2025 is

Debt-to-Equity=Total Debt / Total Stockholders Equity
=(Short-Term Debt & Capital Lease Obligation + Long-Term Debt & Capital Lease Obligation) / Total Stockholders Equity
=(0 + 4288.91) / 7228.2
=0.59

* 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 Total Stockholders Equity Related Terms

Julius Baer Gruppe AG Total Stockholders Equity Historical Data

* Premium members only.

The historical data trend for Julius Baer Gruppe AG's Total Stockholders Equity 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.

Julius Baer Gruppe AG Total Stockholders Equity Chart

Julius Baer Gruppe AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Total Stockholders Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6,734.40 6,287.20 6,161.30 6,827.40 7,228.20

Julius Baer Gruppe AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Total Stockholders Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6,161.30 6,171.40 6,827.40 6,736.70 7,228.20
XSWX:BAER
74GF Score
Julius Baer Gruppe AG XSWX:BAER
Total Stockholders Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Total Stockholders Equity of CHF7,228 Mil mean?
Julius Baer Gruppe AG (XSWX:BAER) has a Total Stockholders Equity of CHF7,228 Mil as of Dec. 2025. The total amount of shareholder's equity as recorded on a company's balance sheet. View historical data for Julius Baer Gruppe AG and its competitors.
Is Julius Baer Gruppe AG's Total Stockholders Equity too high?
Julius Baer Gruppe AG's current Total Stockholders Equity is CHF7,228 Mil. 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 Total Stockholders Equity compare to BLK and BX?
Julius Baer Gruppe AG's Total Stockholders Equity of CHF7,228 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 Stockholders Equity for an Asset Management company?
A good Total Stockholders Equity depends on the Asset Management industry context. However, Total Stockholders Equity 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 Stockholders Equity mean?
A high Total Stockholders Equity can signal that a stock is expensive relative to its fundamentals. The total amount of shareholder's equity as recorded on a company's balance sheet. View historical data for Julius Baer Gruppe AG and its competitors. Julius Baer Gruppe AG's current Total Stockholders Equity is CHF7,228 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?
Based on GuruFocus' analysis, Julius Baer Gruppe AG (XSWX:BAER) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF61.48, compared to a current price of CHF73.30 — trading 19.2% above its estimated fair value. The current Total Stockholders Equity is CHF7,228 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 Stockholders Equity calculated?
Total Stockholders Equity is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Total Stockholders Equity is CHF7,228 Mil 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 (XSWX:BAER) Overvalued in 2026?

Based on GuruFocus' analysis, Julius Baer Gruppe AG stock appears to be overvalued. The current stock price of CHF73.30 is trading 19.2% above its estimated GF Value™ of CHF61.48. GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.

Key valuation signals for XSWX:BAER:

  • Total Stockholders Equity: CHF7,228 Mil
  • GF Value™: CHF61.48 vs. price of CHF73.30 (19.2% above fair value)
  • GF Score™: 74/100 with 7 warning signs

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 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

Get the complete analysis for XSWX:BAER

Total Stockholders Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF73.30
Price
CHF61.48
GF Value