Equities
FinancialsBanks
  • Price (CHF)43.20
  • Today's Change-1.03 / -2.33%
  • Shares traded1.13m
  • 1 Year change6.96%
  • Beta1.7220
Data delayed at least 15 minutes, as of Jun 04 2020 15:48 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)1.29bn
  • Net income in CHF464.80m
  • 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
EFG International AGRumoured05 Dec 201905 Dec 2019Rumoured-6.29%--
Data delayed at least 15 minutes, as of Jun 04 2020 15:48 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 SpA2.99bn610.71m4.98bn2.99k8.122.027.361.670.76760.76763.763.090.0507----944,962.401.040.90242.161.7476.4286.9420.459.14--19.560.927874.06140.030.0517121.1212.03-1.3215.29
Commerzbank AG9.36bn205.18m5.29bn47.90k25.770.16743.860.49330.15170.18297.9323.36--------0.05570.1413--------2.866.79------17.091.22-6.40-24.3420.00-0.9994--
Raiffeisen Bank International AG5.49bn1.20bn6.17bn46.76k5.120.46043.250.84793.393.3920.4937.71--------0.86930.7859--------19.4917.03------19.435.45-2.10-3.66--6.50--
Mediobanca Banca Di Credito Fnnzr SpA2.09bn809.09m6.51bn4.90k7.900.589--2.250.85960.85963.0011.54--------0.95211.02--------27.9530.02------43.88-0.57-4.55-4.7312.11-12.0825.66
Bank VTB PAO15.44bn2.62bn6.90bn97.00k2.630.28272.060.51350.01440.01440.0740.1344--------1.240.8135--------20.2913.78--------7.065.5711.89---10.44--
Powszechna Kasa Oszczednosci Bk Plski SA3.18bn899.20m6.90bn28.06k7.680.66325.661.702.942.9413.2334.00--------1.061.11--------22.1923.56------14.3610.063.517.754.3710.33--
FinecoBank Banca Fineco SpA319.25m342.89m7.15bn1.24k20.844.4719.716.580.52090.52091.652.43--------1.141.05--------31.5728.49------59.401.631.0819.5413.9870.30--
Natixis SA-107.99bn970.81m7.83bn19.64k8.100.3679----0.28390.2464--6.25--------0.2750.3463----------8.92------53.83-2.61-4.1618.7710.1526.49--
Julius Baer Gruppe AG1.29bn464.80m9.90bn6.77k20.921.5511.922.462.112.1118.4828.49--------0.45380.5622--------11.5615.54------55.147.8010.64-36.804.8814.848.45
OTP Bank Nyrt2.92bn1.06bn9.98bn40.43k8.751.377.432.371,301.401,283.335,071.058,302.16--------1.791.97--------25.2724.20------17.3119.85-0.334130.77------
Erste Group Bank AG7.78bn1.34bn10.29bn47.51k7.650.55834.601.132.902.9019.7739.73--------0.67240.7873--------20.2022.76------34.793.632.70-19.72---1.39--
Danske Bank A/S10.11bn2.07bn11.35bn22.01k5.430.4549--0.690216.7316.73132.88199.73--------0.41070.4789--------13.2818.06------51.4216.820.84241.4531.1116.04--
Poste Italiane SpA29.90bn1.31bn11.71bn126.00k8.931.246.120.39170.93010.930121.306.700.1187----233,574.900.51840.4702--------4.372.94----0.91357.2916.652.67-4.0744.6410.89--
CaixaBank SA7.59bn1.22bn12.37bn35.57k10.140.44256.281.100.18890.18891.754.33--------0.30830.4049--------12.1214.45------46.541.58-4.31-22.9120.45-4.8812.32
Societe Generale SA-107.99bn1.65bn13.72bn138.24k8.090.2011----1.841.84--74.05--------0.20240.3206----------9.13------56.294.56-0.6776-25.462.2916.17--
Data as of Jun 04 2020. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF

Institutional shareholders

23.47%Per cent of shares held by top holders
HolderShares% Held
Harris Associates LPas of 31 Dec 201911.09m4.95%
GIC Pte Ltd. (Investment Management)as of 31 Dec 20196.92m3.09%
The Vanguard Group, Inc.as of 30 Apr 20206.51m2.91%
Massachusetts Financial Services Co.as of 30 Apr 20205.81m2.60%
UBS Asset Management Switzerland AGas of 05 May 20205.20m2.32%
T. Rowe Price International Ltd.as of 31 Mar 20203.96m1.77%
MFS International (UK) Ltd.as of 30 Apr 20203.43m1.53%
Fidelity Management & Research Co. LLCas of 31 Mar 20203.30m1.48%
Capital Research & Management Co. (Global Investors)as of 31 Mar 20203.18m1.42%
BlackRock Fund Advisorsas of 07 May 20203.12m1.39%
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Data from 31 Mar 2020 - 27 May 2020Source: FactSet Research Systems Inc.
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