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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)2.59bn
- Net income in CHF454.00m
- Incorporated2009
- Employees6.67k
- LocationJulius Baer Gruppe AGBahnhofstrasse 36ZUERICH 8001SwitzerlandCHE
- Phone+41 588881111
- Fax+41 588885517
- Websitehttps://www.juliusbaer.com/
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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 AG | 422.13m | 158.03m | 2.32bn | 902.00 | 14.35 | 1.81 | 12.48 | 4.49 | 5.38 | 5.38 | 17.56 | 42.60 | -- | -- | -- | -- | 2.01 | 2.21 | -- | -- | -- | -- | 30.65 | 32.19 | -- | -- | -- | 70.77 | 9.48 | 5.05 | -6.66 | 0.5019 | -15.83 | 1.30 |
| EFG International AG | 1.39bn | 284.80m | 4.20bn | 3.03k | 14.70 | 1.83 | 11.55 | 2.55 | 0.9143 | 0.9143 | 5.28 | 7.35 | -- | -- | -- | -- | 0.7384 | 0.4562 | -- | -- | -- | -- | 18.42 | 12.77 | -- | -- | -- | 66.65 | 104.78 | 16.47 | 56.57 | 32.32 | -4.68 | 12.89 |
| Swissquote Group Holding SA | 589.04m | 217.63m | 4.38bn | 1.13k | 19.63 | 4.72 | 17.13 | 7.43 | 14.55 | 14.55 | 39.38 | 60.48 | 0.0584 | -- | -- | 519,439.00 | 2.16 | 1.72 | 19.08 | 20.84 | 96.45 | 94.51 | 36.95 | 31.53 | -- | 7.05 | 0.9056 | 23.30 | 29.24 | 18.46 | 38.27 | 37.30 | 15.18 | 33.87 |
| Julius Baer Gruppe AG | 2.59bn | 454.00m | 10.51bn | 6.67k | 23.16 | 1.70 | 15.06 | 2.58 | 2.20 | 2.20 | 19.81 | 30.08 | -- | -- | -- | -- | 0.4481 | 0.6846 | -- | -- | -- | -- | 11.13 | 18.43 | -- | -- | -- | 63.46 | 107.72 | 16.67 | -52.19 | -9.20 | 6.23 | 11.63 |
| Holder | Shares | % Held |
|---|---|---|
| T. Rowe Price International Ltd.as of 23 Jan 2023 | 10.43m | 5.06% |
| UBS Asset Management Switzerland AGas of 14 Feb 2024 | 10.34m | 5.02% |
| The Vanguard Group, Inc.as of 06 Jun 2024 | 7.43m | 3.61% |
| Massachusetts Financial Services Co.as of 31 May 2024 | 6.48m | 3.15% |
| Norges Bank Investment Managementas of 20 Apr 2023 | 6.39m | 3.10% |
| Credit Suisse Asset Management (Schweiz) AGas of 29 Feb 2024 | 3.76m | 1.83% |
| Davis Selected Advisers LPas of 06 Jun 2024 | 3.76m | 1.82% |
| Z�rcher Kantonalbank (Investment Management)as of 30 Apr 2024 | 3.61m | 1.75% |
| Harris Associates LPas of 31 May 2024 | 3.50m | 1.70% |
| BlackRock Fund Advisorsas of 06 Jun 2024 | 3.40m | 1.65% |
