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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)724.20m
- Net income in CHF812.90m
- Incorporated2009
- Employees6.67k
- LocationJulius Baer Gruppe AGBahnhofstrasse 36ZUERICH 8001SwitzerlandCHE
- Phone+41 588881111
- Fax+41 588885517
- Websitehttps://www.juliusbaer.com/
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Mergers & acquisitions
| Acquired company | BAER:SWX since announced | Transaction value |
|---|---|---|
| Kuoni Mueller & Partner Holding AG | 5.22% | -- |
Data delayed at least 15 minutes, as of Sep 24 2021 16:31 BST.
Peer analysis
Key Information
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AIB Group plc | 2.21bn | 171.40m | 6.81bn | 9.00k | 39.76 | 0.4661 | 12.82 | 2.45 | 0.0582 | 0.0582 | 0.9446 | 4.97 | -- | -- | -- | -- | 0.2077 | 0.6601 | -- | -- | -- | -- | 9.09 | 21.81 | -- | -- | -- | 35.00 | -10.25 | -5.49 | -349.24 | -- | 0.961 | -- |
| Komercni banka, a.s. | 1.31bn | 378.16m | 7.03bn | 7.75k | 18.48 | 1.37 | 13.80 | 5.55 | 46.82 | 46.82 | 156.99 | 632.75 | -- | -- | -- | -- | 0.7076 | 1.34 | -- | -- | -- | -- | 30.61 | 40.09 | -- | -- | -- | 45.95 | -17.09 | 4.97 | -45.27 | -8.56 | 8.09 | -17.39 |
| ING Bank Slaski SA | 1.20bn | 412.74m | 7.16bn | 8.78k | 17.35 | 1.70 | 14.86 | 4.42 | 13.49 | 13.49 | 52.99 | 137.26 | -- | -- | -- | -- | 0.9288 | 1.04 | -- | -- | -- | -- | 25.45 | 25.81 | -- | -- | -- | 12.15 | -1.21 | 7.65 | -19.36 | 3.49 | -9.15 | -- |
| Commerzbank AG | 7.82bn | -3.42bn | 7.35bn | 38.67k | -- | 0.2409 | -- | 0.6712 | -2.50 | -2.51 | 8.06 | 22.45 | -- | -- | -- | -- | -0.5719 | -0.0295 | -- | -- | -- | -- | -31.00 | -1.42 | -- | -- | -- | -- | -13.53 | -7.92 | -580.93 | -- | 28.94 | -- |
| Raiffeisen Bank International AG | 4.55bn | 1.04bn | 7.87bn | 44.97k | 7.57 | 0.5191 | 4.58 | 1.17 | 2.91 | 2.91 | 18.90 | 42.50 | -- | -- | -- | -- | 0.6731 | 0.8082 | -- | -- | -- | -- | 18.71 | 18.12 | -- | -- | -- | 14.31 | -10.99 | -1.78 | -37.44 | 13.98 | 5.82 | -- |
| Bank VTB PAO | 13.70bn | 2.37bn | 8.32bn | 97.00k | 3.52 | 0.3302 | 2.51 | 0.6034 | 0.0144 | 0.0144 | 0.0838 | 0.1534 | -- | -- | -- | -- | 1.13 | 0.8666 | -- | -- | -- | -- | 18.78 | 14.19 | -- | -- | -- | 18.05 | -4.63 | -0.8331 | -65.36 | 67.13 | 14.48 | 3.65 |
| Mediobanca Banca Di Credito Fnnzr SpA | 1.76bn | 876.06m | 9.70bn | 4.91k | 10.91 | 0.8117 | -- | 3.18 | 0.9235 | 0.9235 | 3.19 | 12.41 | -- | -- | -- | -- | 1.00 | 1.02 | -- | -- | -- | -- | 28.85 | 29.82 | -- | -- | -- | 44.95 | -27.21 | -5.79 | 34.51 | 5.96 | -- | 19.57 |
| FinecoBank Banca Fineco SpA | 281.55m | 390.61m | 10.56bn | 1.28k | 26.42 | 5.13 | 25.65 | 8.57 | 0.6043 | 0.6043 | 1.95 | 3.11 | -- | -- | -- | -- | 1.16 | 1.06 | -- | -- | -- | -- | 31.70 | 29.58 | -- | -- | -- | 41.19 | -6.58 | 0.6911 | 12.21 | 11.11 | 22.72 | -- |
| Powszechna Kasa Oszczednosci Bk Plski SA | 2.49bn | -341.01m | 12.54bn | 25.84k | -- | 1.30 | -- | 3.18 | -1.16 | -1.16 | 13.42 | 32.86 | -- | -- | -- | -- | -0.3772 | 0.7099 | -- | -- | -- | -- | -8.66 | 15.26 | -- | -- | -- | 21.00 | -6.62 | 4.09 | -163.43 | -- | 10.70 | -- |
| Qnb Finansbank AS | 2.19bn | 303.32m | 13.31bn | 12.20k | 43.87 | 6.13 | 36.17 | 8.13 | 0.859 | 0.859 | 4.63 | 6.15 | -- | -- | -- | -- | 1.19 | 1.50 | -- | -- | -- | -- | 18.55 | 21.32 | -- | -- | -- | 0.8929 | -7.50 | 17.75 | -3.85 | 32.89 | 21.84 | -- |
| Danske Bank A/S | 8.79bn | 1.32bn | 13.32bn | 21.93k | 10.07 | 0.5217 | -- | 0.7149 | 10.52 | 10.52 | 149.16 | 202.99 | -- | -- | -- | -- | 0.236 | 0.4167 | -- | -- | -- | -- | 7.43 | 15.61 | -- | -- | -- | 38.43 | -7.83 | 1.11 | -71.73 | -20.25 | 4.98 | -24.21 |
| Julius Baer Gruppe AG | 724.20m | 812.90m | 13.48bn | 6.67k | 16.20 | 1.95 | 10.79 | 3.23 | 3.76 | 3.76 | 19.39 | 31.24 | -- | -- | -- | -- | 0.7365 | 0.653 | -- | -- | -- | -- | 19.50 | 18.02 | -- | -- | -- | 49.49 | -36.18 | -0.5248 | 50.17 | 41.93 | 11.86 | 9.73 |
| OTP Bank Nyrt | 2.99bn | 1.19bn | 15.27bn | 37.81k | 12.05 | 1.85 | 10.14 | 3.56 | 1,484.63 | 1,523.69 | 5,411.50 | 9,653.62 | -- | -- | -- | -- | 1.69 | 1.94 | -- | -- | -- | -- | 27.82 | 26.79 | -- | -- | -- | 11.93 | 9.12 | 4.03 | -39.12 | 31.90 | 22.00 | -- |
| Standard Chartered PLC | 9.74bn | 1.14bn | 16.83bn | 83.60k | 15.36 | 0.3615 | 9.15 | 1.18 | 0.2806 | 0.2806 | 3.53 | 12.27 | -- | -- | -- | -- | 0.2098 | 0.1601 | -- | -- | -- | -- | 10.48 | 7.08 | -- | -- | -- | 47.11 | -25.72 | -3.40 | -82.26 | -- | 57.75 | -8.07 |
| Poste Italiane SpA | 36.51bn | 1.55bn | 16.97bn | 122.32k | 10.87 | 1.25 | 8.32 | 0.4647 | 1.10 | 1.10 | 25.89 | 9.61 | 0.1284 | -- | -- | 298,600.80 | 0.5468 | 0.4933 | -- | -- | -- | -- | 4.26 | 3.39 | -- | -- | 0.8637 | 50.91 | -9.32 | -0.8116 | -10.06 | 16.94 | 6.83 | 7.41 |
| Erste Group Bank AG | 6.92bn | 1.38bn | 17.37bn | 45.12k | 12.48 | 0.835 | 6.89 | 1.94 | 2.98 | 2.98 | 19.39 | 44.61 | -- | -- | -- | -- | 0.6349 | 0.7221 | -- | -- | -- | -- | 21.82 | 21.99 | -- | -- | -- | 33.12 | -7.95 | 0.5507 | -51.49 | -7.14 | -6.60 | 24.57 |
Data as of Sep 24 2021. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF
27.39%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Wellington Management International Ltd.as of 02 Aug 2021 | 10.96m | 4.95% |
| T. Rowe Price International Ltd.as of 31 Dec 2020 | 7.14m | 3.23% |
| UBS Asset Management Switzerland AGas of 31 Aug 2021 | 7.00m | 3.17% |
| GIC Pte Ltd. (Investment Management)as of 23 Apr 2021 | 6.69m | 3.03% |
| Wellington Management Co. LLPas of 31 Aug 2021 | 5.58m | 2.52% |
| The Vanguard Group, Inc.as of 03 Sep 2021 | 5.49m | 2.48% |
| Massachusetts Financial Services Co.as of 31 Jul 2021 | 5.39m | 2.44% |
| Fidelity Management & Research Co. LLCas of 31 Jul 2021 | 5.03m | 2.27% |
| BlackRock Fund Advisorsas of 02 Sep 2021 | 3.67m | 1.66% |
| Harris Associates LPas of 30 Jul 2021 | 3.63m | 1.64% |
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Data from 30 Jun 2021 - 14 Sep 2021Source: FactSet Research Systems Inc.
