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Julius Baer Gruppe AG (BAER.SW)
CHF73.56
+0.48 (+0.66%)
CH SIX Financial Services Asset Management
Address
Bahnhofstrasse 36 8010
Zurich, ZH, CH
Zurich, ZH, CH
CEO
Stefan Rolf Bollinger
Website
juliusbaer.com
IPO
1995-04-03
ISIN CH0102484968
Also trades on
London Stock Exchange · 0QO6.L (CHF)
Other OTC · JBARF (USD)
Other OTC · JBAXY (USD)
Swiss Exchange · BAER.SW (CHF)
Description
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
CHF73.56
+0.48 (+0.66%)
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Volume Profile
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Liquidity & share structure
Average Volume
510.7K
Beta
0.88
Float Shares
204.24M
Free Float %
99.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.91% | -1.48% | -0.12% | -2.41% | +11.53% | -2.68% | +18.29% | +14.12% | +3.93% | +44.94% | +457.67% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (2 ratings, all time)
Buy
Price Targets & DCF
Current price
73.56
DCF (Unlevered)
29.33
-60.1%
DCF (Levered)
39.48
-46.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
53% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 5 | 0 |
| Buy | 5 | +2 |
| Hold | 8 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
0.38
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+52.0% ★ Q4'25: -1.6% (vs Q4'23)
-
EPS growth Asset Management: +22.7%-25.4% Q4'25: +700.0% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%-37.4% Q4'25: -30.9% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+15.8% Q4'25: +19.6% (vs Q4'23)
-
ROIC Asset Management: +6.5%— Q4'25: +22.9% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+0.1% Q4'25: -0.3% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×7.94× ★ Q4'25: 3.09× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 15 Rev. Ana. 12 EPS Ana. |
Dec 2027 15 Rev. Ana. 12 EPS Ana. |
Dec 2028 12 Rev. Ana. 8 EPS Ana. |
Dec 2029 11 Rev. Ana. 6 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.79B
est: 1.82B (-1.6%)
|
1.75B
est: 1.83B (-4.3%)
|
1.75B
est: 1.78B (-1.7%)
|
2.19B
est: 2.22B (-1.2%)
|
2.55B
est: 2.58B (-1.4%)
|
2.69B
est: 2.73B (-1.1%)
|
2.85B
est: 2.81B (+1.6%)
|
3.25B
est: 3.23B (+0.8%)
|
3.37B
est: 3.43B (-1.7%)
|
3.38B
est: 3.37B (+0.2%)
|
4.06B
est: 3.58B (+13.5%)
|
4.27B
est: 3.85B (+10.9%)
|
4.52B
est: 3.79B (+19.3%)
|
3.24B
est: 3.15B (+2.7%)
|
3.90B
est: 3.92B (-0.6%)
|
5.92B
est: 3.86B (+53.4%)
|
4.36B
4.25B – 4.46B
+12.9% YoY
|
4.55B
4.40B – 4.68B
+4.3% YoY
|
4.83B
4.82B – 4.85B
+6.3% YoY
|
5.31B
5.16B – 5.45B
+9.9% YoY
|
| EBITDA |
602.80M
est: 774.45M (-22.2%)
|
504.90M
est: 661.07M (-23.6%)
|
553.82M
est: 582.22M (-4.9%)
|
-610.69M
est: 789.17M (-177.4%)
|
-856.40M
est: 631.02M (-235.7%)
|
-515.10M
est: 876.68M (-158.8%)
|
1.85B
est: 489.99M (+277.9%)
|
—
est: 1.21B (-100.0%)
|
—
est: 1.40B (-100.0%)
|
—
est: 1.43B (-100.0%)
|
—
est: 1.45B (-100.0%)
|
—
est: 1.41B (-100.0%)
|
—
est: 1.49B (-100.0%)
|
758.60M
est: 257.90M (+194.1%)
|
—
est: 329.37M (-100.0%)
|
1.03B
est: 315.69M (+227.5%)
|
356.29M
347.64M – 364.26M
+12.9% YoY
|
371.72M
359.59M – 382.66M
+4.3% YoY
|
395.18M
393.76M – 396.60M
+6.3% YoY
|
434.42M
422.02M – 445.71M
+9.9% YoY
|
| EBIT |
442.42M
est: 521.35M (-15.1%)
|
327.18M
est: 436.39M (-25.0%)
|
384.20M
est: 309.20M (+24.3%)
|
-192.43M
est: 458.74M (-141.9%)
|
-208.60M
est: 299.29M (-169.7%)
|
-219.30M
est: 509.03M (-143.1%)
|
1.71B
est: 138.12M (+1,138.9%)
|
-160.50M
est: 864.24M (-118.6%)
|
-164.10M
est: 995.47M (-116.5%)
|
-349.70M
est: 879.07M (-139.8%)
|
-431.00M
est: 578.46M (-174.5%)
|
-255.80M
est: 561.57M (-145.6%)
|
-309.60M
est: 594.04M (-152.1%)
|
513.80M
est: 86.28M (+495.5%)
|
-244.80M
est: 110.19M (-322.2%)
|
937.60M
est: 105.61M (+787.8%)
|
119.19M
116.30M – 121.86M
+12.9% YoY
|
124.35M
120.29M – 128.01M
+4.3% YoY
|
132.20M
131.72M – 132.67M
+6.3% YoY
|
145.33M
141.18M – 149.10M
+9.9% YoY
|
| Net Income |
352.77M
est: 426.99M (-17.4%)
|
258.14M
est: 353.70M (-27.0%)
|
297.36M
est: 250.13M (+18.9%)
|
187.53M
est: 365.18M (-48.6%)
|
366.20M
est: 220.41M (+66.1%)
|
121.20M
est: 396.44M (-69.4%)
|
619.40M
est: 120.51M (+414.0%)
|
704.80M
est: 711.40M (-0.9%)
|
735.40M
est: 791.41M (-7.1%)
|
464.80M
est: 723.20M (-35.7%)
|
698.00M
est: 474.86M (+47.0%)
|
1.08B
est: 461.00M (+134.7%)
|
949.60M
est: 1.03B (-7.9%)
|
454.00M
est: 374.20M (+21.3%)
|
1.02B
est: 934.96M (+9.3%)
|
763.70M
est: 870.45M (-12.3%)
|
1.13B
1.06B – 1.24B
+30.1% YoY
|
1.19B
1.06B – 1.38B
+4.8% YoY
|
1.31B
1.16B – 1.62B
+10.0% YoY
|
1.54B
1.48B – 1.59B
+17.6% YoY
|
| SGA |
376.01M
est: 1.43B (-73.7%)
|
444.25M
est: 1.58B (-72.0%)
|
297.75M
est: 1.58B (-81.1%)
|
433.25M
est: 1.89B (-77.1%)
|
1.90B
est: 2.56B (-25.8%)
|
2.40B
est: 2.54B (-5.6%)
|
2.00B
est: 593.49M (+236.4%)
|
2.25B
est: 2.84B (-20.9%)
|
2.35B
est: 3.11B (-24.4%)
|
2.55B
est: 2.67B (-4.7%)
|
497.40M
est: 3.11B (-84.0%)
|
174.30M
est: 3.02B (-94.2%)
|
196.80M
est: 3.19B (-93.8%)
|
2.58B
est: 790.17M (+227.0%)
|
205.60M
est: 1.01B (-79.6%)
|
1.88B
est: 967.22M (+94.6%)
|
1.09B
1.07B – 1.12B
+12.9% YoY
|
1.14B
1.10B – 1.17B
+4.3% YoY
|
1.21B
1.21B – 1.22B
+6.3% YoY
|
1.33B
1.29B – 1.37B
+9.9% YoY
|
| EPS |
1.67
est: 2.40 (-30.4%)
|
1.24
est: 2.19 (-43.4%)
|
1.33
est: 2.12 (-37.1%)
|
0.88
est: 2.24 (-60.7%)
|
1.68
est: 2.68 (-37.3%)
|
0.55
est: 3.28 (-83.2%)
|
2.85
est: 3.05 (-6.7%)
|
3.25
est: 3.66 (-11.3%)
|
3.37
est: 3.84 (-12.2%)
|
2.14
est: 3.58 (-40.2%)
|
3.25
est: 4.42 (-26.4%)
|
5.06
est: 5.46 (-7.3%)
|
4.56
est: 4.97 (-8.3%)
|
2.21
est: 1.82 (+21.3%)
|
4.97
est: 4.56 (+9.1%)
|
3.72
est: 4.02 (-7.5%)
|
5.58
5.17 – 6.03
+38.8% YoY
|
6.01
5.13 – 6.70
+7.8% YoY
|
6.90
5.65 – 7.89
+14.7% YoY
|
7.48
7.20 – 7.73
+8.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-28 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-20 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-19 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-18 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-15 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-13 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-12 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-11 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-08 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-07 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-06 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-05 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-04 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B- | 2/5 | 3/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B- | 3/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B- | 3/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B- | 3/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
6.83B
OE per share TTM
33.23
Owner's Yield
52.03%
Maintenance CapEx ratio
31.82%
Maint CapEx / Avg PPE
14.5%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
126.7K
Shares Outstanding
205.00M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Nic Dreckmann | Chief Operating Officer, Deputy Chief Executive Officer & Member of Executive Board | 6M | male |
| Stefan Bollinger | Chief Executive Officer & Member of Executive Board | 3M | male |
| Christoph Hiestand | Group General Counsel & Member of the Executive Board | — | male |
| Cindy Leggett-Flynn | Head of Group Communications | — | female |
| Evangelia Kostakis | Chief Financial Officer & Member of the Executive Board | — | female |
| Frank Keller | Head of Business Development - Japan, Emerging Asia & Intermediaries | — | male |
| Georg Hess | Head of Public Affairs | — | male |
| Guido Ruoss | Chief Human Resources Officer & Corporate Affairs and Member of Executive Board | — | male |
| Kong Lee | Member of the Executive Board & Head of Asia Pacific | — | male |
| Luigi Vignola | Head of Markets & Member of Executive Board | — | male |
| Nicolas de Skowronski | Co-Head of IWMS, Head Wealth Management Solutions & Member of Executive Board | — | male |
| Rahul Malhotra | Head of Emerging Markets & Member of Executive Board | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for BAER.SW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
