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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
- 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 | -14.86% | -- |
Data delayed at least 15 minutes, as of May 27 2022 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bankinter SA | 1.50bn | 447.08m | 5.53bn | 6.18k | 12.44 | 1.11 | -- | 2.38 | 0.4818 | 1.49 | 2.43 | 5.40 | -- | -- | -- | -- | 0.4114 | 0.4918 | -- | -- | -- | -- | 19.25 | 18.47 | -- | -- | -- | 50.80 | 4.37 | 2.61 | 128.24 | -4.11 | -0.1711 | 1.81 |
| ING Bank Slaski SA | 1.34bn | 610.30m | 5.73bn | 8.51k | 9.39 | 2.29 | 8.50 | 3.11 | 20.87 | 20.87 | 62.97 | 85.75 | -- | -- | -- | -- | 1.34 | 1.07 | -- | -- | -- | -- | 33.15 | 26.75 | -- | -- | -- | 27.03 | 3.54 | 6.73 | 72.57 | 13.00 | -- | -- |
| Komercni banka, a.s. | 1.48bn | 529.56m | 5.77bn | 6.79k | 10.83 | 1.12 | 8.78 | 4.36 | 67.39 | 67.39 | 168.65 | 653.99 | -- | -- | -- | -- | 1.08 | 1.24 | -- | -- | -- | -- | 40.79 | 39.21 | -- | -- | -- | 47.72 | -2.54 | 5.85 | 56.04 | -1.45 | 8.11 | 1.83 |
| OTP Bank Nyrt | 3.25bn | 856.20m | 6.23bn | 37.42k | 6.51 | 0.8164 | 4.82 | 1.47 | 1,310.23 | 1,313.60 | 6,198.61 | 10,447.85 | -- | -- | -- | -- | 1.24 | 1.91 | -- | -- | -- | -- | 20.16 | 27.96 | -- | -- | -- | 13.96 | 14.27 | 10.13 | 79.44 | 17.63 | 33.25 | -54.95 |
| AIB Group plc | 2.09bn | 162.25m | 6.81bn | 9.00k | 42.61 | 0.4995 | 13.54 | 2.59 | 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 | -- |
| Banque Cantonale Vaudoise | 498.50m | 378.70m | 6.88bn | 1.93k | 18.13 | 1.88 | 15.25 | 6.30 | 4.41 | 4.41 | 12.71 | 42.44 | -- | -- | -- | -- | 0.6947 | 0.712 | -- | -- | -- | -- | 34.74 | 32.99 | -- | -- | -- | 87.42 | -6.61 | -4.85 | 14.48 | 4.11 | 2.09 | 2.31 |
| Qnb Finansbank AS | 1.86bn | 332.78m | 6.92bn | 12.34k | 20.79 | 4.45 | 18.52 | 4.58 | 1.68 | 1.68 | 7.64 | 7.86 | -- | -- | -- | -- | 1.62 | 1.45 | -- | -- | -- | -- | 22.02 | 20.82 | -- | -- | -- | 0.721 | 51.94 | 24.41 | 41.86 | 25.87 | 34.52 | -- |
| Bank of Ireland Group plc | 2.84bn | 1.01bn | 6.98bn | 8.70k | 6.97 | 0.6064 | 5.22 | 1.08 | 0.9116 | 0.9116 | 5.88 | 10.48 | -- | -- | -- | -- | 0.73 | 0.3324 | -- | -- | -- | -- | 16.70 | 8.44 | -- | -- | -- | 19.02 | 2.29 | -0.6444 | 226.13 | 6.42 | 2.71 | -- |
| FinecoBank Banca Fineco SpA | 304.21m | 420.45m | 8.19bn | 1.31k | 19.51 | 4.30 | 18.57 | 6.33 | 0.6696 | 0.6696 | 2.06 | 3.04 | -- | -- | -- | -- | 1.20 | 1.08 | -- | -- | -- | -- | 32.50 | 30.47 | -- | -- | -- | 63.41 | -9.96 | -0.2148 | 17.66 | 12.44 | 4.79 | 26.86 |
| Mediobanca Banca Di Credito Fnnzr SpA | 1.88bn | 944.40m | 8.46bn | 4.97k | 8.94 | 0.7426 | -- | 2.87 | 1.07 | 1.07 | 3.29 | 12.83 | -- | -- | -- | -- | 1.07 | 1.02 | -- | -- | -- | -- | 32.02 | 29.59 | -- | -- | -- | 44.52 | -6.38 | -0.9261 | 34.51 | 5.96 | -7.21 | 19.57 |
| Powszechna Kasa Oszczednosci Bk Plski SA | 2.69bn | 1.15bn | 8.73bn | 25.66k | 7.59 | 1.09 | 6.12 | 2.20 | 4.09 | 4.09 | 14.12 | 28.58 | -- | -- | -- | -- | 1.27 | 0.7768 | -- | -- | -- | -- | 28.98 | 17.15 | -- | -- | -- | 35.15 | -10.45 | 1.18 | 290.61 | 11.14 | 17.84 | -- |
| Commerzbank AG | 7.60bn | 468.28m | 10.39bn | 38.71k | 21.16 | 0.3498 | -- | 0.9764 | 0.3819 | 0.3819 | 8.20 | 23.10 | -- | -- | -- | -- | 0.0993 | -0.0309 | -- | -- | -- | -- | 5.09 | -1.47 | -- | -- | -- | -- | -4.18 | -3.69 | 109.87 | 0.8458 | 21.87 | -- |
| Julius Baer Gruppe AG | 758.60m | 1.08bn | 10.90bn | 6.67k | 9.75 | 1.53 | 8.14 | 2.64 | 5.05 | 5.05 | 19.30 | 32.19 | -- | -- | -- | -- | 0.9604 | 0.7134 | -- | -- | -- | -- | 26.21 | 19.60 | -- | -- | -- | 50.96 | -8.07 | -6.19 | 55.01 | 11.80 | 2.62 | 16.72 |
| Erste Group Bank AG | 7.31bn | 1.92bn | 12.85bn | 44.69k | 6.64 | 0.6365 | 4.20 | 1.38 | 4.39 | 4.39 | 21.23 | 45.73 | -- | -- | -- | -- | 0.7809 | 0.7409 | -- | -- | -- | -- | 27.21 | 23.60 | -- | -- | -- | 28.18 | 0.2405 | 2.19 | 165.59 | 7.02 | -7.45 | 9.86 |
| Danske Bank A/S | 7.99bn | 1.69bn | 13.27bn | 21.85k | 7.83 | 0.5345 | -- | 0.8077 | 14.23 | 14.23 | 138.94 | 208.52 | -- | -- | -- | -- | 0.3107 | 0.3655 | -- | -- | -- | -- | 10.61 | 13.29 | -- | -- | -- | 31.44 | -10.37 | -0.6595 | 208.79 | -8.27 | 8.52 | -25.98 |
| Poste Italiane SpA | 29.77bn | 1.67bn | 13.32bn | 119.20k | 7.94 | 1.07 | 6.23 | 0.4475 | 1.25 | 1.25 | 22.31 | 9.29 | 0.106 | -- | -- | 268,301.90 | 0.5955 | 0.5359 | -- | -- | -- | -- | 5.62 | 4.04 | -- | -- | 0.8934 | 44.41 | 6.03 | -0.778 | 30.74 | 20.47 | 10.83 | -- |
Data as of May 27 2022. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF
27.25%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| T. Rowe Price International Ltd.as of 02 Nov 2021 | 11.22m | 5.07% |
| UBS Asset Management Switzerland AGas of 03 May 2022 | 7.92m | 3.58% |
| GIC Pte Ltd. (Investment Management)as of 23 Apr 2021 | 6.69m | 3.03% |
| Wellington Management International Ltd.as of 04 Feb 2022 | 6.61m | 2.99% |
| The Vanguard Group, Inc.as of 05 May 2022 | 5.64m | 2.55% |
| Fidelity Management & Research Co. LLCas of 31 Mar 2022 | 5.40m | 2.44% |
| Massachusetts Financial Services Co.as of 31 Mar 2022 | 5.24m | 2.37% |
| Pictet Asset Management SAas of 31 Jan 2022 | 3.97m | 1.80% |
| Vontobel Asset Management AGas of 30 Apr 2022 | 3.84m | 1.74% |
| Credit Suisse Asset Management (Schweiz) AGas of 29 Apr 2022 | 3.75m | 1.70% |
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Data from 31 Mar 2022 - 19 May 2022Source: FactSet Research Systems Inc.
