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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 company provides advice and services related to wealth and asset management. The Group has a global presence with approximately 60 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.
- Revenue in CHF (TTM)1.83bn
- Net income in CHF763.70m
- Incorporated2009
- Employees7.39k
- LocationJulius Baer Gruppe AGBahnhofstrasse 36ZUERICH 8001SwitzerlandCHE
- Phone+41 588881111
- Fax+41 588885517
- Websitehttps://www.juliusbaer.com/
Peer analysis
- Key Information
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- Per Share Data
- Efficiency
- Management Effectiveness
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- 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 Ltd | 480.58m | 179.28m | 2.99bn | 805.00 | 16.33 | 2.34 | 14.74 | 5.44 | 6.10 | 6.10 | 18.71 | 42.55 | -- | -- | -- | -- | 2.21 | 2.15 | -- | -- | -- | -- | 32.61 | 31.73 | -- | -- | -- | 71.55 | 15.07 | 6.19 | 7.82 | 1.37 | -9.72 | 2.53 |
| EFG International AG | 1.32bn | 361.20m | 5.88bn | 3.07k | 16.66 | 2.48 | 13.26 | 3.27 | 1.15 | 1.15 | 5.70 | 7.73 | -- | -- | -- | -- | 0.9649 | 0.566 | -- | -- | -- | -- | 21.12 | 14.93 | -- | -- | -- | 62.41 | 5.17 | 16.52 | 5.93 | 26.27 | 5.81 | 14.87 |
| Swissquote Group Holding SA | 771.42m | 307.81m | 6.49bn | 1.10k | 20.79 | 5.29 | 18.34 | 8.41 | 20.37 | 20.37 | 51.05 | 79.99 | 0.06 | -- | -- | 704,497.30 | 2.40 | 2.05 | 17.11 | 21.57 | 96.45 | 94.91 | 39.90 | 35.38 | -- | 11.01 | 0.911 | 25.24 | 24.78 | 21.92 | 35.17 | 45.80 | 16.51 | 43.10 |
| Julius Baer Gruppe AG | 1.83bn | 763.70m | 13.70bn | 7.39k | 17.90 | 1.89 | 13.51 | 3.14 | 3.71 | 3.71 | 21.24 | 35.26 | -- | -- | -- | -- | 0.7187 | 0.8027 | -- | -- | -- | -- | 17.50 | 20.47 | -- | -- | -- | 59.62 | -27.14 | 17.24 | -25.28 | 1.82 | 5.92 | 8.24 |
| Holder | Shares | % Held |
|---|---|---|
| UBS Asset Management Switzerland AGas of 21 Nov 2025 | 20.63m | 10.01% |
| Dodge & Coxas of 30 Oct 2025 | 10.33m | 5.02% |
| The Vanguard Group, Inc.as of 07 Jan 2026 | 7.86m | 3.82% |
| Pzena Investment Management LLCas of 19 Mar 2025 | 6.20m | 3.01% |
| BlackRock Fund Advisorsas of 09 Jan 2026 | 4.47m | 2.17% |
| Z�rcher Kantonalbank (Investment Management)as of 28 Nov 2025 | 4.04m | 1.96% |
| Davis Selected Advisers LPas of 08 Jan 2026 | 3.54m | 1.72% |
| T. Rowe Price International Ltd.as of 08 Jan 2026 | 3.27m | 1.59% |
| Vontobel Asset Management AGas of 31 Dec 2025 | 3.17m | 1.54% |
| MFS International (UK) Ltd.as of 31 Dec 2025 | 2.69m | 1.31% |
