Julius Baer Gruppe AGXSWX:BAER -0.85%76 Dividend Yield % is 3.93% as of Jun. 25, 2026, which is 9% above its 10-year median of 3.62. GuruFocus rates XSWX:BAER with a GF Score™ of 76/100 and a GF Value™ of CHF60.80 (Fairly Valued). The stock has 7 warning signs investors should review. Among 1,115 Asset Management companies, Julius Baer Gruppe AG ranks worse than 68.43% on this metric.
As of today (2026-06-25), the Trailing Annual Dividend Yield of Julius Baer Gruppe AG is 3.93%.
Warning Sign:
Julius Baer Gruppe AG stock Dividend Yield % is close to 3-year low.
The historical rank and industry rank for Julius Baer Gruppe AG's Dividend Yield % or its related term are showing as below:
XSWX:BAER'
s Dividend Yield % Range Over the Past 10 Years
Min: 1.83 Med: 3.62 Max: 5.84
Current: 3.93
During the past 13 years, the highest Dividend Yield of Julius Baer Gruppe AG was 5.84%. The lowest was 1.83%. And the median was 3.62%.
XSWX:BAER's Dividend Yield % is ranked worse than 68.43% of 1115
companies
in the Asset Management industry
Industry Median: 6.03
vs XSWX:BAER: 3.93
During the past 5 years, the average Dividends Per Share Growth Rate was 11.90% per year.
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Julius Baer Gruppe AG was 22.40% per year. The lowest was 0.00% per year. And the median was 11.90% per year.
The growth rate is calculated with least square regression.
For more information regarding to dividend, please check our Dividend Page.
* Please note that "special dividend" is not included in the calculation of dividend per share and related fields.
Julius Baer Gruppe AG (XSWX:BAER) Dividend Yield % Explanation
Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.
Dividends may also qualify a lower tax rate for investors.
In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.
Julius Baer Gruppe AG Dividend Yield % Related Terms
Julius Baer Gruppe AG Dividend Yield % Historical Data
* Premium members only.
The historical data trend for Julius Baer Gruppe AG's Dividend Yield % 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.
XSWX:BAER vs BLK, BX, KKR: Dividend Yield % Comparison
For the Asset Management subindustry, Julius Baer Gruppe AG's Dividend Yield %, along with its competitors' market caps and Dividend Yield % 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 Dividend Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Dividend Yield % distribution charts can be found below:
* The bar in red indicates where Julius Baer Gruppe AG's Dividend Yield % falls into.
Julius Baer Gruppe AG Dividend Yield % Calculation
Dividend Yield measures how much a company pays out in dividends each year relative to its share price.
Julius Baer Gruppe AG Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
CHF 2.600000
2026-04-13
2026-04-14
2026-04-15
Cash Dividend
annually
CHF:CHF 1.000000
* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.
Julius Baer Gruppe AG's Trailing Annual Dividend Yield (%) for Today 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 (XSWX:BAER) has a Dividend Yield % of 3.93% as of Jun. 25, 2026. Dividend yield is the ratio of company dividends to the share price. View historical data on Julius Baer Gruppe AG and its competitors. This is near median its historical median of 3.62. Over the past decade, Julius Baer Gruppe AG's Dividend Yield % has ranged from 1.83 to 5.84. According to the industry distribution chart, Julius Baer Gruppe AG ranks #763 out of 1115 companies in the Asset Management industry, placing it in the top 68.4%.
Is Julius Baer Gruppe AG's Dividend Yield % too high?
Julius Baer Gruppe AG's current Dividend Yield % of 3.93% is near median its 10-year median of 3.62. Over the past 10 years, this metric has ranged from a low of 1.83 to a high of 5.84. The Asset Management industry median Dividend Yield % is 6.03. Julius Baer Gruppe AG's value of 3.93% is 34.8% below this industry median. Based on the distribution chart, Julius Baer Gruppe AG ranks #763 out of 1115 companies in the Asset Management industry, which is below the industry midpoint. Overall, Julius Baer Gruppe AG has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Julius Baer Gruppe AG's Dividend Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, Julius Baer Gruppe AG ranks #763 out of 1115 companies for Dividend Yield %. This places Julius Baer Gruppe AG in the lower half of its industry. The industry median Dividend Yield % is 6.03. Julius Baer Gruppe AG's value of 3.93% is 34.8% below this benchmark. Historically, Julius Baer Gruppe AG's own Dividend Yield % has ranged from 1.83 to 5.84 over the past decade. While the company's 10-year median is 3.62 vs. the industry median of 6.03, 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 Dividend Yield % for an Asset Management company?
The median Dividend Yield % among Asset Management companies is 6.03, based on 1,115 companies in the industry. Companies in the top quartile (top 25%) have a Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Julius Baer Gruppe AG's current Dividend Yield % of 3.93% is 34.8% 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 Dividend Yield % mean?
A high Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Dividend yield is the ratio of company dividends to the share price. View historical data on Julius Baer Gruppe AG and its competitors. For the Asset Management industry, the median Dividend Yield % is 6.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Julius Baer Gruppe AG's current Dividend Yield % is 3.93%, which is near median its own 10-year median of 3.62. 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 Fairly Valued. The stock's GF Value™ is CHF60.80, compared to a current price of CHF65.54 — trading 7.8% above its estimated fair value. The current Dividend Yield % is 3.93%, which is near median its 10-year median of 3.62 and 34.8% below the Asset Management industry median of 6.03. Julius Baer Gruppe AG's overall GF Score™ is 76/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Dividend Yield % calculated?
Dividend Yield % is calculated from a company's financial statements. For Julius Baer Gruppe AG (XSWX:BAER), the current Dividend Yield % is 3.93% as of Jun. 25, 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 CHF65.54 is trading 7.8% above its estimated GF Value™ of CHF60.80.
GuruFocus considers Julius Baer Gruppe AG to be Fairly Valued.
Key valuation signals for XSWX:BAER:
Dividend Yield %: 3.93% (near median its 10-year median of 3.62)
GF Value™: CHF60.80 vs. price of CHF65.54 (7.8% above fair value)
Industry Position: 34.8% below the Asset Management median (#763 of 1115)
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.
76GF Score
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