Julius Baer Gruppe AGXSWX:BAER -0.67%74 5-Year Yield-on-Cost % is 6.12 as of Jul. 08, 2026, which is 4% below its 10-year median of 6.35. GuruFocus rates XSWX:BAER with a GF Score™ of 74/100 and a GF Value™ of CHF61.25 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,112 Asset Management companies, Julius Baer Gruppe AG ranks worse than 50.72% on this metric.
Julius Baer Gruppe AG's yield on cost for the quarter that ended in Dec. 2025 was 6.12.
The historical rank and industry rank for Julius Baer Gruppe AG's 5-Year Yield-on-Cost % or its related term are showing as below:
XSWX:BAER'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.21 Med: 6.35 Max: 10.25
Current: 6.12
During the past 13 years, Julius Baer Gruppe AG's highest Yield on Cost was 10.25. The lowest was 3.21. And the median was 6.35.
XSWX:BAER's 5-Year Yield-on-Cost % is ranked worse than 50.72% of 1112
companies
in the Asset Management industry
Industry Median: 6.39
vs XSWX:BAER: 6.12
Julius Baer Gruppe AG (XSWX:BAER) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Julius Baer Gruppe AG 5-Year Yield-on-Cost % Related Terms
XSWX:BAER vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's 5-Year Yield-on-Cost % falls into.
Julius Baer Gruppe AG 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Julius Baer Gruppe AG (XSWX:BAER) has a 5-Year Yield-on-Cost % of 6.12 as of Jul. 08, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Julius Baer Gruppe AG and its competitors. This is near median its historical median of 6.35. Over the past decade, Julius Baer Gruppe AG's 5-Year Yield-on-Cost % has ranged from 3.21 to 10.25. According to the industry distribution chart, Julius Baer Gruppe AG ranks #564 out of 1112 companies in the Asset Management industry, placing it in the top 50.7%.
Is Julius Baer Gruppe AG's 5-Year Yield-on-Cost % too high?
Julius Baer Gruppe AG's current 5-Year Yield-on-Cost % of 6.12 is near median its 10-year median of 6.35. Over the past 10 years, this metric has ranged from a low of 3.21 to a high of 10.25. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Julius Baer Gruppe AG's value of 6.12 is 4.2% below this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #564 out of 1112 companies in the Asset Management industry, which is below 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 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #564 out of 1112 companies for 5-Year Yield-on-Cost %. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. Julius Baer Gruppe AG's value of 6.12 is 4.2% below this benchmark. Historically, Julius Baer Gruppe AG's own 5-Year Yield-on-Cost % has ranged from 3.21 to 10.25 over the past decade. While the company's 10-year median is 6.35 vs. the industry median of 6.39, 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.39, based on 1,112 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current 5-Year Yield-on-Cost % of 6.12 is 4.2% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current 5-Year Yield-on-Cost % is 6.12, which is near median its own 10-year median of 6.35. 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 CHF61.25, compared to a current price of CHF73.92 — trading 20.7% above its estimated fair value. The current 5-Year Yield-on-Cost % is 6.12, which is near median its 10-year median of 6.35 and 4.2% below the Asset Management industry median of 6.39. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current 5-Year Yield-on-Cost % is 6.12 as of Jul. 08, 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 CHF73.92 is trading 20.7% above its estimated GF Value™ of CHF61.25.
GuruFocus considers Julius Baer Gruppe AG to be Modestly Overvalued.
Key valuation signals for XSWX:BAER:
5-Year Yield-on-Cost %: 6.12 (near median its 10-year median of 6.35)
GF Value™: CHF61.25 vs. price of CHF73.92 (20.7% above fair value)
Industry Position: 4.2% below the Asset Management median (#564 of 1112)
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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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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