Equities
FinancialsBanks
  • Price (CHF)60.88
  • Today's Change-0.06 / -0.10%
  • Shares traded315.84k
  • 1 Year change+61.23%
  • Beta1.6448
Data delayed at least 15 minutes, as of Sep 24 2021 16:31 BST.
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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
  • Location
    Julius Baer Gruppe AGBahnhofstrasse 36ZUERICH 8001SwitzerlandCHE
  • Phone+41 588881111
  • Fax+41 588885517
  • Websitehttps://www.juliusbaer.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
BAER:SWX since
announced
Transaction
value
Kuoni Mueller & Partner Holding AGAnnounced21 Jul 202121 Jul 2021Announced5.22%--
Data delayed at least 15 minutes, as of Sep 24 2021 16:31 BST.

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)
AIB Group plc2.21bn171.40m6.81bn9.00k39.760.466112.822.450.05820.05820.94464.97--------0.20770.6601--------9.0921.81------35.00-10.25-5.49-349.24--0.961--
Komercni banka, a.s.1.31bn378.16m7.03bn7.75k18.481.3713.805.5546.8246.82156.99632.75--------0.70761.34--------30.6140.09------45.95-17.094.97-45.27-8.568.09-17.39
ING Bank Slaski SA1.20bn412.74m7.16bn8.78k17.351.7014.864.4213.4913.4952.99137.26--------0.92881.04--------25.4525.81------12.15-1.217.65-19.363.49-9.15--
Commerzbank AG7.82bn-3.42bn7.35bn38.67k--0.2409--0.6712-2.50-2.518.0622.45---------0.5719-0.0295---------31.00-1.42---------13.53-7.92-580.93--28.94--
Raiffeisen Bank International AG4.55bn1.04bn7.87bn44.97k7.570.51914.581.172.912.9118.9042.50--------0.67310.8082--------18.7118.12------14.31-10.99-1.78-37.4413.985.82--
Bank VTB PAO13.70bn2.37bn8.32bn97.00k3.520.33022.510.60340.01440.01440.08380.1534--------1.130.8666--------18.7814.19------18.05-4.63-0.8331-65.3667.1314.483.65
Mediobanca Banca Di Credito Fnnzr SpA1.76bn876.06m9.70bn4.91k10.910.8117--3.180.92350.92353.1912.41--------1.001.02--------28.8529.82------44.95-27.21-5.7934.515.96--19.57
FinecoBank Banca Fineco SpA281.55m390.61m10.56bn1.28k26.425.1325.658.570.60430.60431.953.11--------1.161.06--------31.7029.58------41.19-6.580.691112.2111.1122.72--
Powszechna Kasa Oszczednosci Bk Plski SA2.49bn-341.01m12.54bn25.84k--1.30--3.18-1.16-1.1613.4232.86---------0.37720.7099---------8.6615.26------21.00-6.624.09-163.43--10.70--
Qnb Finansbank AS2.19bn303.32m13.31bn12.20k43.876.1336.178.130.8590.8594.636.15--------1.191.50--------18.5521.32------0.8929-7.5017.75-3.8532.8921.84--
Danske Bank A/S8.79bn1.32bn13.32bn21.93k10.070.5217--0.714910.5210.52149.16202.99--------0.2360.4167--------7.4315.61------38.43-7.831.11-71.73-20.254.98-24.21
Julius Baer Gruppe AG724.20m812.90m13.48bn6.67k16.201.9510.793.233.763.7619.3931.24--------0.73650.653--------19.5018.02------49.49-36.18-0.524850.1741.9311.869.73
OTP Bank Nyrt2.99bn1.19bn15.27bn37.81k12.051.8510.143.561,484.631,523.695,411.509,653.62--------1.691.94--------27.8226.79------11.939.124.03-39.1231.9022.00--
Standard Chartered PLC9.74bn1.14bn16.83bn83.60k15.360.36159.151.180.28060.28063.5312.27--------0.20980.1601--------10.487.08------47.11-25.72-3.40-82.26--57.75-8.07
Poste Italiane SpA36.51bn1.55bn16.97bn122.32k10.871.258.320.46471.101.1025.899.610.1284----298,600.800.54680.4933--------4.263.39----0.863750.91-9.32-0.8116-10.0616.946.837.41
Erste Group Bank AG6.92bn1.38bn17.37bn45.12k12.480.8356.891.942.982.9819.3944.61--------0.63490.7221--------21.8221.99------33.12-7.950.5507-51.49-7.14-6.6024.57
Data as of Sep 24 2021. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF

Institutional shareholders

27.39%Per cent of shares held by top holders
HolderShares% Held
Wellington Management International Ltd.as of 02 Aug 202110.96m4.95%
T. Rowe Price International Ltd.as of 31 Dec 20207.14m3.23%
UBS Asset Management Switzerland AGas of 31 Aug 20217.00m3.17%
GIC Pte Ltd. (Investment Management)as of 23 Apr 20216.69m3.03%
Wellington Management Co. LLPas of 31 Aug 20215.58m2.52%
The Vanguard Group, Inc.as of 03 Sep 20215.49m2.48%
Massachusetts Financial Services Co.as of 31 Jul 20215.39m2.44%
Fidelity Management & Research Co. LLCas of 31 Jul 20215.03m2.27%
BlackRock Fund Advisorsas of 02 Sep 20213.67m1.66%
Harris Associates LPas of 30 Jul 20213.63m1.64%
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Data from 30 Jun 2021 - 14 Sep 2021Source: FactSet Research Systems Inc.
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