Equities
FinancialsBanks
  • Price (CHF)40.75
  • Today's Change0.75 / 1.88%
  • Shares traded722.45k
  • 1 Year change-0.44%
  • Beta1.8140
Data delayed at least 15 minutes, as of Aug 03 2020 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)1.08bn
  • Net income in CHF612.50m
  • Incorporated2009
  • Employees6.73k
  • 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
EFG International AGRumoured05 Dec 201905 Dec 2019Rumoured-11.61%--
Data delayed at least 15 minutes, as of Aug 03 2020 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)
Banca Mediolanum SpA4.35bn585.44m5.02bn2.99k8.502.157.741.150.74070.74075.512.920.072----1,381,626.000.96960.90241.961.7483.6986.9413.479.14--29.120.932274.06140.030.0517121.1212.03-1.3215.29
Raiffeisen Bank International AG5.47bn1.20bn5.15bn46.76k4.290.38592.720.71073.393.3920.4937.71--------0.86930.7859--------19.4917.03------19.435.45-2.10-3.66--6.50--
Commerzbank AG9.32bn204.26m5.86bn47.90k28.670.18624.290.54870.15170.18297.9323.36--------0.05570.1413--------2.866.79------17.091.22-6.40-24.3420.00-0.9994--
Bank VTB PAO13.52bn2.29bn6.14bn97.00k2.680.28742.090.5220.01440.01440.0740.1344--------1.240.8135--------20.2913.78--------7.065.5711.89---10.44--
Mediobanca Banca Di Credito Fnnzr SpA1.86bn645.49m6.46bn4.90k9.890.6046--2.310.6850.6852.9111.21--------0.76590.9977--------23.1329.52---------23.53-7.17-27.050.3586----
Powszechna Kasa Oszczednosci Bk Plski SA3.16bn894.42m6.62bn28.06k7.400.63965.461.642.942.9413.2334.00--------1.061.11--------22.1923.56------14.3610.063.517.754.3710.33--
Natixis SA-107.50bn966.46m6.97bn19.64k7.240.3289----0.28390.2464--6.25--------0.2750.3463----------8.92------53.83-2.61-4.1618.7710.1526.49--
FinecoBank Banca Fineco SpA317.82m341.35m8.04bn1.24k23.565.0622.297.440.52090.52091.652.43--------1.141.05--------31.5728.49------59.401.631.0819.5413.9870.30--
Erste Group Bank AG7.55bn996.69m8.73bn47.55k8.700.47114.750.9682.172.1719.6840.12--------0.5240.7873--------16.0122.76------34.793.632.70-19.72---1.39--
Julius Baer Gruppe AG1.08bn612.50m8.95bn6.73k14.081.399.392.342.842.8417.7028.85--------0.5810.5622--------16.0315.54------55.147.8010.64-36.804.8814.848.45
OTP Bank Nyrt2.91bn1.06bn9.09bn40.43k7.981.256.782.161,301.401,283.335,071.058,302.16--------1.791.97--------25.2724.20------17.3119.85-0.334130.77------
Poste Italiane SpA29.31bn1.21bn10.88bn126.00k8.971.145.810.37140.86410.864120.976.820.1131----230,031.300.46660.4702--------4.132.94----0.912657.2916.652.67-4.0744.6410.89--
CaixaBank SA7.55bn1.21bn11.70bn35.57k9.640.42045.971.040.18890.18891.754.33--------0.30830.4049--------12.1214.45------46.541.58-4.31-22.9120.45-4.8812.32
Societe Generale SA-107.50bn1.64bn11.91bn138.24k7.050.1754----1.841.84--74.05--------0.20240.3206----------9.13------56.294.56-0.6776-25.462.2916.17--
Danske Bank A/S10.11bn1.21bn12.65bn22.19k10.340.5266--0.83999.839.83122.23192.94--------0.23180.4789--------8.7118.06------51.4216.820.84241.4531.1116.04--
Data as of Aug 03 2020. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF

Institutional shareholders

22.86%Per cent of shares held by top holders
HolderShares% Held
T. Rowe Price International Ltd.as of 19 Jun 20207.14m3.19%
GIC Pte Ltd. (Investment Management)as of 31 Dec 20196.92m3.09%
Harris Associates LPas of 07 Jul 20206.65m2.97%
The Vanguard Group, Inc.as of 30 Jun 20206.40m2.86%
Massachusetts Financial Services Co.as of 30 Jun 20205.83m2.61%
UBS Asset Management Switzerland AGas of 07 Jul 20205.27m2.35%
MFS International (UK) Ltd.as of 31 May 20203.77m1.68%
BlackRock Fund Advisorsas of 09 Jul 20203.12m1.39%
Capital Research & Management Co. (Global Investors)as of 30 Jun 20203.10m1.39%
Credit Suisse Asset Management (Schweiz) AGas of 29 May 20202.98m1.33%
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Data from 31 Mar 2020 - 30 Jul 2020Source: FactSet Research Systems Inc.
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