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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)2.51bn
- Net income in CHF1.02bn
- Incorporated2009
- Employees7.48k
- 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 Ltd | 485.73m | 170.40m | 3.12bn | 812.00 | 17.95 | 2.37 | 15.83 | 5.67 | 5.80 | 5.80 | 18.74 | 43.83 | -- | -- | -- | -- | 2.13 | 2.15 | -- | -- | -- | -- | 30.96 | 31.73 | -- | -- | -- | 71.55 | 15.07 | 6.19 | 7.82 | 1.37 | -9.72 | 2.53 |
| EFG International AG | 1.46bn | 301.70m | 4.90bn | 3.11k | 16.77 | 2.01 | 12.53 | 2.82 | 0.9529 | 0.9529 | 5.48 | 7.94 | -- | -- | -- | -- | 0.8123 | 0.566 | -- | -- | -- | -- | 18.53 | 14.93 | -- | -- | -- | 62.41 | 5.17 | 16.52 | 5.93 | 26.27 | 5.81 | 14.87 |
| Swissquote Group Holding SA | 735.04m | 294.17m | 7.76bn | 1.12k | 25.92 | 6.67 | 22.94 | 10.55 | 19.52 | 19.52 | 48.79 | 75.84 | 0.0632 | -- | -- | 658,634.20 | 2.53 | 2.05 | 18.42 | 21.57 | 96.42 | 94.91 | 40.02 | 35.38 | -- | 8.88 | 0.9093 | 25.24 | 24.78 | 21.92 | 35.17 | 45.80 | 16.51 | 43.10 |
| Julius Baer Gruppe AG | 2.51bn | 1.02bn | 11.26bn | 7.48k | 10.99 | 1.64 | 8.91 | 2.72 | 4.97 | 4.97 | 20.11 | 33.33 | -- | -- | -- | -- | 1.01 | 0.7914 | -- | -- | -- | -- | 24.74 | 20.68 | -- | -- | -- | 59.98 | -3.25 | 14.17 | 125.13 | 17.07 | 9.03 | 11.63 |
| Holder | Shares | % Held |
|---|---|---|
| UBS Asset Management Switzerland AGas of 14 Feb 2024 | 10.34m | 5.02% |
| The Vanguard Group, Inc.as of 02 Jul 2025 | 7.48m | 3.63% |
| Pzena Investment Management LLCas of 19 Mar 2025 | 6.20m | 3.01% |
| Massachusetts Financial Services Co.as of 31 May 2025 | 5.81m | 2.82% |
| T. Rowe Price International Ltd.as of 02 Jul 2025 | 5.24m | 2.55% |
| Z�rcher Kantonalbank (Investment Management)as of 30 May 2025 | 4.14m | 2.01% |
| BlackRock Fund Advisorsas of 03 Jul 2025 | 4.00m | 1.94% |
| Davis Selected Advisers LPas of 02 Jul 2025 | 3.70m | 1.80% |
| MFS International (UK) Ltd.as of 31 May 2025 | 3.24m | 1.57% |
| Vontobel Asset Management AGas of 31 May 2025 | 3.07m | 1.49% |
