Equities
  • Price (CHF)49.26
  • Today's Change1.54 / 3.23%
  • Shares traded591.43k
  • 1 Year change-18.61%
  • Beta1.5400
Data delayed at least 15 minutes, as of May 27 2022 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)758.60m
  • Net income in CHF1.08bn
  • 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 AGDeal completed21 Jul 202121 Jul 2021Deal completed-14.86%--
Data delayed at least 15 minutes, as of May 27 2022 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)
Bankinter SA1.50bn447.08m5.53bn6.18k12.441.11--2.380.48181.492.435.40--------0.41140.4918--------19.2518.47------50.804.372.61128.24-4.11-0.17111.81
ING Bank Slaski SA1.34bn610.30m5.73bn8.51k9.392.298.503.1120.8720.8762.9785.75--------1.341.07--------33.1526.75------27.033.546.7372.5713.00----
Komercni banka, a.s.1.48bn529.56m5.77bn6.79k10.831.128.784.3667.3967.39168.65653.99--------1.081.24--------40.7939.21------47.72-2.545.8556.04-1.458.111.83
OTP Bank Nyrt3.25bn856.20m6.23bn37.42k6.510.81644.821.471,310.231,313.606,198.6110,447.85--------1.241.91--------20.1627.96------13.9614.2710.1379.4417.6333.25-54.95
AIB Group plc2.09bn162.25m6.81bn9.00k42.610.499513.542.590.05820.05820.94464.97--------0.20770.6601--------9.0921.81------35.00-10.25-5.49-349.24--0.961--
Banque Cantonale Vaudoise498.50m378.70m6.88bn1.93k18.131.8815.256.304.414.4112.7142.44--------0.69470.712--------34.7432.99------87.42-6.61-4.8514.484.112.092.31
Qnb Finansbank AS1.86bn332.78m6.92bn12.34k20.794.4518.524.581.681.687.647.86--------1.621.45--------22.0220.82------0.72151.9424.4141.8625.8734.52--
Bank of Ireland Group plc2.84bn1.01bn6.98bn8.70k6.970.60645.221.080.91160.91165.8810.48--------0.730.3324--------16.708.44------19.022.29-0.6444226.136.422.71--
FinecoBank Banca Fineco SpA304.21m420.45m8.19bn1.31k19.514.3018.576.330.66960.66962.063.04--------1.201.08--------32.5030.47------63.41-9.96-0.214817.6612.444.7926.86
Mediobanca Banca Di Credito Fnnzr SpA1.88bn944.40m8.46bn4.97k8.940.7426--2.871.071.073.2912.83--------1.071.02--------32.0229.59------44.52-6.38-0.926134.515.96-7.2119.57
Powszechna Kasa Oszczednosci Bk Plski SA2.69bn1.15bn8.73bn25.66k7.591.096.122.204.094.0914.1228.58--------1.270.7768--------28.9817.15------35.15-10.451.18290.6111.1417.84--
Commerzbank AG7.60bn468.28m10.39bn38.71k21.160.3498--0.97640.38190.38198.2023.10--------0.0993-0.0309--------5.09-1.47---------4.18-3.69109.870.845821.87--
Julius Baer Gruppe AG758.60m1.08bn10.90bn6.67k9.751.538.142.645.055.0519.3032.19--------0.96040.7134--------26.2119.60------50.96-8.07-6.1955.0111.802.6216.72
Erste Group Bank AG7.31bn1.92bn12.85bn44.69k6.640.63654.201.384.394.3921.2345.73--------0.78090.7409--------27.2123.60------28.180.24052.19165.597.02-7.459.86
Danske Bank A/S7.99bn1.69bn13.27bn21.85k7.830.5345--0.807714.2314.23138.94208.52--------0.31070.3655--------10.6113.29------31.44-10.37-0.6595208.79-8.278.52-25.98
Poste Italiane SpA29.77bn1.67bn13.32bn119.20k7.941.076.230.44751.251.2522.319.290.106----268,301.900.59550.5359--------5.624.04----0.893444.416.03-0.77830.7420.4710.83--
Data as of May 27 2022. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF

Institutional shareholders

27.25%Per cent of shares held by top holders
HolderShares% Held
T. Rowe Price International Ltd.as of 02 Nov 202111.22m5.07%
UBS Asset Management Switzerland AGas of 03 May 20227.92m3.58%
GIC Pte Ltd. (Investment Management)as of 23 Apr 20216.69m3.03%
Wellington Management International Ltd.as of 04 Feb 20226.61m2.99%
The Vanguard Group, Inc.as of 05 May 20225.64m2.55%
Fidelity Management & Research Co. LLCas of 31 Mar 20225.40m2.44%
Massachusetts Financial Services Co.as of 31 Mar 20225.24m2.37%
Pictet Asset Management SAas of 31 Jan 20223.97m1.80%
Vontobel Asset Management AGas of 30 Apr 20223.84m1.74%
Credit Suisse Asset Management (Schweiz) AGas of 29 Apr 20223.75m1.70%
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Data from 31 Mar 2022 - 19 May 2022Source: FactSet Research Systems Inc.
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