Equities
FinancialsBanks
  • Price (CHF)38.15
  • Today's Change0.48 / 1.27%
  • Shares traded1.02m
  • 1 Year change-28.50%
  • Beta1.5437
Data delayed at least 15 minutes, as of Aug 19 2019 16:31 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-12.70%--
Data delayed at least 15 minutes, as of Aug 19 2019 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)
FinecoBank Banca Fineco SpA319.31m271.43m5.72bn1.15k21.065.6720.205.750.41090.41091.511.53--------1.021.01--------27.2726.67------79.728.99-0.381712.6623.135.23--
ING Bank Slaski SA1.25bn406.91m6.16bn8.17k15.131.7313.164.2712.5012.5044.28109.43--------1.161.12--------28.2428.44------30.7310.305.278.759.688.30-4.47
Akbank T.A.S.6.85bn893.88m6.32bn13.41k6.580.73046.511.151.051.056.509.49--------1.371.68--------16.2228.88------15.8245.6324.46-5.1713.1639.55--
Bank Pekao SA1.60bn545.18m6.43bn16.61k11.801.179.783.088.308.3031.8784.08--------1.151.38--------26.0831.21------74.028.54-1.73-7.59-3.743.89-7.90
Turkiye Garanti Bankasi AS8.19bn1.12bn6.58bn22.25k5.890.74545.250.89961.521.529.9311.98--------1.601.71--------15.4423.90------16.2345.4424.284.8913.6419.34--
Komercni banka, a.s.1.67bn645.06m6.69bn8.14k10.301.618.914.7681.0381.03176.40517.81--------1.361.50--------46.9642.38------71.9825.410.8606-0.56263.4512.872.09
Commerzbank AG9.63bn782.32m6.80bn48.64k8.690.22233.820.64690.57570.57737.7322.50--------0.16030.1208--------8.335.93------19.753.98-8.972,634.3860.96-17.36--
Raiffeisen Bank International AG5.33bn1.11bn7.02bn47.18k6.510.52994.161.063.023.0218.5237.09--------0.83640.4958--------20.0810.55------20.132.46-4.6810.2627.61-6.98-0.9767
Bank VTB PAO15.83bn2.15bn7.27bn97.00k3.380.31892.530.53710.01130.01130.0710.1195--------1.090.5529--------17.099.30------33.07-2.108.5452.3613.2011.49-1.06
AIB Group plc2.58bn831.15m7.37bn9.83k8.870.48646.962.340.28220.28221.075.15--------0.85391.16--------27.6139.57------19.69-4.64-6.56-2.04--25.10--
Mediobanca Group1.81bn893.02m8.19bn4.71k9.040.7695--2.900.9410.9412.9111.06--------1.101.02--------31.7830.27---------26.42-10.13-4.7412.11----
Julius Baer Gruppe AG1.55bn634.70m8.43bn6.77k12.921.3510.012.332.912.9116.5827.88--------0.61240.5719--------17.5215.70------53.1219.1817.274.3631.436.0020.11
ABN Amro Bank NV12.22bn2.35bn8.45bn17.95k7.180.72923.210.75332.302.3011.0122.67--------0.55940.5108--------21.4220.07------47.961.16-1.13-19.5913.7010.10--
Danske Bank A/S9.40bn1.79bn11.43bn21.46k6.380.4775--0.692714.2914.29131.24190.84--------0.34980.4233--------11.5416.68------56.692.18-3.56-29.9914.6322.0233.56
Data as of Aug 19 2019. Currency figures normalised to Julius Baer Gruppe AG's reporting currency: Swiss Franc CHF

Institutional shareholders

23.28%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 30 Jun 20197.03m3.14%
GIC Pte Ltd. (Investment Management)as of 04 Jun 20196.92m3.09%
The Vanguard Group, Inc.as of 31 Jul 20195.94m2.66%
UBS AG (Investment Management)as of 07 Aug 20195.30m2.37%
MFS International (UK) Ltd.as of 30 Jun 20193.32m1.48%
Lazard Asset Management LLCas of 30 Jun 20193.28m1.47%
Capital Research & Management Co. (Global Investors)as of 30 Jun 20193.18m1.42%
BlackRock Fund Advisorsas of 08 Aug 20193.04m1.36%
Fidelity Management & Research Co.as of 30 Jun 20193.01m1.35%
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Data from 30 Jun 2019 - 16 Aug 2019Source: FactSet Research Systems Inc.
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