Equities
  • Price (CHF)56.30
  • Today's Change0.72 / 1.30%
  • Shares traded630.80k
  • 1 Year change+16.93%
  • Beta1.3100
Data delayed at least 15 minutes, as of Nov 22 2024 16:30 GMT.
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About the company

Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AG’s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltd’s Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.

  • Revenue in CHF (TTM)2.70bn
  • Net income in CHF374.20m
  • Incorporated2009
  • Employees7.48k
  • Location
    Julius Baer Gruppe AGBahnhofstrasse 36ZUERICH 8001SwitzerlandCHE
  • Phone+41 588881111
  • Fax+41 588885517
  • Websitehttps://www.juliusbaer.com/
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Cembra Money Bank AG457.76m161.32m2.40bn877.0014.571.9412.714.525.495.4918.0741.26--------2.012.21--------30.4032.19------70.779.485.05-6.660.5019-15.831.30
EFG International AG1.50bn300.30m3.67bn3.12k12.121.589.522.170.97040.97045.467.46--------0.77590.4562--------18.8512.77------66.65104.7816.4756.5732.32-4.6812.89
Swissquote Group Holding SA649.58m255.66m5.17bn1.13k19.835.0417.457.9617.0217.0243.2566.960.0594----572,824.602.341.7219.6220.8496.3294.5139.3631.53--7.500.907523.3029.2418.4638.2737.3015.1833.87
Julius Baer Gruppe AG2.70bn374.20m11.60bn7.48k30.921.8718.682.891.821.8219.5230.13--------0.37340.6846--------9.3318.43------63.46107.7216.67-52.19-9.206.2311.63
Data as of Nov 22 2024. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF

Institutional shareholders

25.16%Per cent of shares held by top holders
HolderShares% Held
UBS Asset Management Switzerland AGas of 14 Feb 202410.34m5.02%
The Vanguard Group, Inc.as of 06 Nov 20247.15m3.47%
Norges Bank Investment Managementas of 20 Apr 20236.39m3.10%
Massachusetts Financial Services Co.as of 31 Oct 20246.05m2.94%
T. Rowe Price International Ltd.as of 08 Nov 20243.95m1.92%
Z�rcher Kantonalbank (Investment Management)as of 30 Aug 20243.84m1.86%
Davis Selected Advisers LPas of 07 Nov 20243.83m1.86%
BlackRock Fund Advisorsas of 07 Nov 20243.78m1.83%
MFS International (UK) Ltd.as of 31 Oct 20243.37m1.64%
Harris Associates LPas of 31 Oct 20243.13m1.52%
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Data from 30 Jun 2024 - 31 Oct 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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