Equities
FinancialsBanks
  • Price (CHF)43.58
  • Today's Change-0.17 / -0.39%
  • Shares traded937.33k
  • 1 Year change-0.34%
  • Beta1.5397
Data delayed at least 15 minutes, as of Oct 23 2019 16:30 BST.
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Profile data is unavailable for this security.

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)1.55bn
  • Net income in CHF634.70m
  • Incorporated2009
  • Employees6.77k
  • 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:VTX since
announced
Transaction
value
NSC Asesores SA de CVDeal completed04 Mar 201904 Mar 2019Deal completed-0.27%--
Data delayed at least 15 minutes, as of Oct 23 2019 16:30 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)
Turkiye Garanti Bankasi AS7.95bn1.09bn6.67bn22.25k6.150.77795.480.93881.521.529.9311.98--------1.601.71--------15.4423.90------16.2345.4424.284.8913.6419.34--
ING Bank Slaski SA1.29bn419.51m6.68bn8.17k15.921.8213.844.4912.5012.5044.28109.43--------1.161.12--------28.2428.44------30.7310.305.278.759.688.30-4.47
FinecoBank Banca Fineco SpA323.98m275.40m6.82bn1.15k24.776.6723.766.760.41090.41091.511.53--------1.021.01--------27.2726.67------79.728.99-0.381712.6623.135.23--
Bank Pekao SA1.65bn562.07m7.35bn16.61k13.081.2910.843.418.308.3031.8784.08--------1.151.38--------26.0831.21------74.028.54-1.73-7.59-3.743.89-7.90
Commerzbank AG9.78bn793.77m7.64bn48.64k9.620.24634.240.71680.57570.57737.7322.50--------0.16030.1208--------8.335.93------19.753.98-8.972,634.3860.96-17.36--
Raiffeisen Bank International AG5.40bn1.13bn7.93bn47.18k7.260.59074.641.183.023.0218.5237.09--------0.83640.4958--------20.0810.55------20.132.46-4.6810.2627.61-6.98-0.9767
ABN Amro Bank NV12.40bn2.38bn8.76bn17.95k7.340.74563.280.77022.302.3011.0122.67--------0.55940.5108--------21.4220.07------47.961.16-1.13-19.5913.7010.10--
Bank VTB PAO16.71bn2.26bn8.80bn97.00k3.880.36572.900.61620.01130.01130.0710.1195--------1.090.5529--------17.099.30------33.07-2.108.5452.3613.2011.49-1.06
AIB Group plc2.62bn843.31m9.32bn9.83k11.060.6068.682.910.28220.28221.075.15--------0.85391.16--------27.6139.57------19.69-4.64-6.56-2.04--25.10--
Julius Baer Gruppe AG1.55bn634.70m9.79bn6.77k15.011.5711.622.702.912.9116.5827.88--------0.61240.5719--------17.5215.70------53.1219.1817.274.3631.436.0020.11
Mediobanca Group2.08bn906.09m10.31bn4.81k11.240.9386--3.550.93990.93992.9511.25--------1.101.02--------31.3030.02------43.88-0.57-4.55-4.7312.11-12.0825.66
Qnb Finansbank AS3.38bn462.92m10.32bn12.81k22.293.9419.554.810.81110.81113.764.59--------1.631.39--------21.5718.94------1.4050.7124.1845.2028.092.16--
Powszechna Kasa Oszczednosci Bk Plski SA3.15bn1.07bn12.44bn28.06k11.681.229.383.133.303.3012.3431.71--------1.321.15--------26.7823.64------15.086.181.5020.522.98-0.835512.14
Danske Bank A/S9.52bn1.81bn12.53bn21.46k6.900.5167--0.749514.2914.29131.24190.84--------0.34980.4233--------11.5416.68------56.692.18-3.56-29.9914.6322.0233.56
OTP Bank Nyrt2.76bn1.14bn12.68bn36.79k10.401.909.143.331,302.261,302.264,338.227,115.44--------2.231.30--------30.0314.86------34.4213.72-7.0013.1937.7311.948.47
Data as of Oct 23 2019. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF

Institutional shareholders

22.50%Per cent of shares held by top holders
HolderShares% Held
Harris Associates LPas of 31 Dec 201811.09m4.95%
Massachusetts Financial Services Co.as of 31 Aug 20197.04m3.15%
GIC Pte Ltd. (Investment Management)as of 04 Jun 20196.92m3.09%
The Vanguard Group, Inc.as of 30 Sep 20196.01m2.69%
UBS Asset Management Switzerland AGas of 02 Oct 20193.55m1.58%
MFS International (UK) Ltd.as of 31 Aug 20193.34m1.49%
Fidelity Management & Research Co.as of 31 Aug 20193.23m1.45%
Capital Research & Management Co. (Global Investors)as of 30 Sep 20193.18m1.42%
Lazard Asset Management LLCas of 30 Sep 20193.02m1.35%
BlackRock Fund Advisorsas of 03 Oct 20192.96m1.32%
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Data from 30 Jun 2019 - 15 Oct 2019Source: FactSet Research Systems Inc.
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