J

Julius Bär Gruppe
BAER

Last Price

Financial Snapshot

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Market Data

Market Cap
CHF12.78B
EV
-
Shares Outstanding
204.86M
Beta
0.84
Industry
Asset Management

Wall Street View

Analyst Rating
OUTPERFORM
Analyst Target Price
Number of Analysts
16
P/E 2025E
15.51x
P/B 2025E
1.83x

Historical 3Y Growth Rate

Revenue
EBIT
EPS
BVPS

Forecasted 3Y Growth Rate

Revenue
EBIT
EPS
BVPS

Margins & Returns

Ebit Margin 2025E
27.23%
Net Profit Margin 2025E
18.16%
ROE 2025E
11.77%
ROA 2025E
0.77%

Dividends

DPS 2025E
CHF2.60
Payout Ratio 2025E
64.68%
Div. Yield 2025E
4.16%
DPS Last 3Y CAGR

Price Dynamic

Price

%

1M

3M

6M

1Y

3Y

5Y

Peers

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About Julius Bär Gruppe AG

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J

Julius Bär Gruppe AG

BAER

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 ...

Sector

Financial Services

Industry

Asset Management

CEO

Bollinger, Stefan

Employees

7,335

IPO Date

2000-01-03

Headquarters

Bahnhofstrasse 36, Zurich, Zurich, 8010, Switzerland

📊 Stock Price & Performance

The last closing price of Julius Bär Gruppe (BAER) is CHF62.54, reflecting a +0.68% change from the prior session. Last updated: December 30, 2025 at 11:31 AM Eastern Time

Review the recent BAER stock performance trends:Past 1 Month: Julius Bär Gruppe (BAER) shares have +8.71%.Past 3 Months: The stock has +13.54%.Past 6 Months: BAER shares have +16.33%. Last updated: January 1, 2026 at 12:03 AM Eastern Time

Over the last year, Julius Bär Gruppe (BAER) has established a 52-week price range between a high of CHF65.04 and a low of CHF45.50. This metric is essential for assessing the stock's annual volatility. Last updated: January 1, 2026 at 12:03 AM Eastern Time

Julius Bär Gruppe (BAER) is considered a medium volatility stock. It has a beta of 0.84, which means it typically moves 0.84 times as much as the broader market. Over the past 52 weeks, BAER has traded within a CHF45.50 – CHF65.04 range. Last updated: January 1, 2026 at 12:03 AM Eastern Time

Based on current BAER analyst forecasts and market assumptions, the consensus price target for Julius Bär Gruppe (BAER) is CHF63.33 for 2027. Relative to the current price of CHF62.54, this implies a positive upside of +1.49%. Price targets reflect forward-looking estimates based on information available at the time and are inherently subject to change as underlying assumptions, company fundamentals, or market conditions evolve. Last updated: January 1, 2026 at 12:03 AM Eastern Time

A CHF1,000 investment in Julius Bär Gruppe 5 years ago, when the stock was trading around CHF51.55, would be worth approximately CHF1213.15 today, based solely on share price performance (excluding dividends). This represents a total return of 21.31% over the period, equivalent to a compound annual growth rate (CAGR) of 3.94%. Past performance reflects historical price movements only and does not imply future results. Last updated: January 1, 2026 at 12:03 AM Eastern Time

💰 Financial Metrics & Reports

The current Julius Bär Gruppe (BAER) market capitalization is approximately CHF12.78B, based on its latest share price and shares outstanding. Market capitalization represents the total market value of a company's equity and is calculated by multiplying the current stock price by the number of shares outstanding. As a result, Julius Bär Gruppe's market cap fluctuates with changes in its share price and share count. Last updated: January 1, 2026 at 12:03 AM Eastern Time

In the most recently reported quarter, Julius Bär Gruppe (BAER) generated CHF905.10M in revenue, representing a -6.91% year over year change. Quarterly revenue results and expectations reflect underlying demand trends, pricing dynamics, product or service mix, seasonality, and broader macroeconomic conditions. Actual results may differ from consensus estimates as new information becomes available. Last updated: January 1, 2026 at 3:33 AM Eastern Time

In the most recently reported fiscal year, Julius Bär Gruppe (BAER) generated net income of CHF1.02B, compared with CHF454.00M in the prior fiscal year, representing a +125.11% year over year change. For the upcoming fiscal year, analyst consensus currently estimates net income of CHF699.06M. Net income may be positive or negative and can fluctuate materially from year to year due to changes in operating performance, non-recurring or one-time items, accounting treatments, capital structure, and broader macroeconomic conditions. Last updated: January 1, 2026 at 3:33 AM Eastern Time

Based on the latest available data, Julius Bär Gruppe (BAER) is currently trading at a last twelve months (LTM) P/E ratio of 14.86x. The P/E ratio reflects how much investors are willing to pay today for a dollar of earnings and can vary meaningfully over time due to changes in profitability, growth expectations, margin outlook, and earnings volatility. Last updated: January 1, 2026 at 3:33 AM Eastern Time

📅 Earnings & Dividends

Julius Bär Gruppe (BAER) is currently scheduled to report its next earnings results on February 1, 2026. Earnings dates are subject to change and may be updated by the company with limited notice. Investors typically monitor upcoming earnings releases closely, as they can result in increased volatility depending on reported results, forward guidance, and management commentary. Last updated: January 1, 2026 at 12:03 AM Eastern Time

In the most recently reported quarter, Julius Bär Gruppe (BAER) revenue was CHF905.10M. Earnings per share (EPS) for the quarter were CHF0.72. Revenue and EPS surprises may be positive or negative and can influence near-term stock performance depending on expectations, forward guidance, and broader market and sector conditions. For a detailed history of analyst expectations versus reported results, view the full estimates vs. actuals track record here: 👉 Estimates vs. Actuals Last updated: January 1, 2026 at 3:33 AM Eastern Time

Julius Bär Gruppe (BAER) does not currently pay a dividend. Over the last twelve months (LTM), the company paid CHF0.00 per share in dividends, and no dividend payments are currently expected over the next twelve months (NTM). Companies that do not pay dividends typically prioritize reinvesting cash into growth initiatives, capital expenditures, debt reduction, or strategic investments, though dividend policy may change in the future. Last updated: January 1, 2026 at 3:33 AM Eastern Time

📈 Analyst Information

Analyst assessments of whether Julius Bär Gruppe (BAER) consensus price target is overvalued or undervalued are generally expressed relative to consensus valuation frameworks and price targets, rather than as an absolute judgment.Current share price: CHF62.54Consensus price target: CHF63.33Implied return: +1.49% An implied return above current levels indicates that, on average, analysts view the stock as trading below their estimated fair value. Conversely, an implied return below current levels suggests the stock may be fully valued or priced above consensus expectations. This content is for informational purposes only and does not constitute investment advice. Last updated: January 1, 2026 at 3:33 AM Eastern Time

Based on the latest available analyst coverage, Julius Bär Gruppe (BAER) currently carries a Outperform consensus rating. Analysts' average BAER price target is CHF63.33. Relative to the current share price of CHF62.54, this suggests a potential price change of approximately +1.49%. Analyst views are forward-looking estimates and should not be considered investment advice. Last updated: January 1, 2026 at 3:33 AM Eastern Time

Like other publicly traded stocks, Julius Bär Gruppe (BAER) shares are bought and sold on stock exchanges such as SWX and other supported markets, depending on the listing. The most common way to buy shares is through an online brokerage account. To get started, you typically need to: Open an account with a licensed stock brokerComplete the broker's verification processFund your accountPlace a buy order for Julius Bär Gruppe (BAER) shares Trading involves risk, and investors should consider their financial objectives and risk tolerance before investing.

ℹ️ Company Information

At the top right of this page, you'll see a star icon labeled Add to watchlist. Click it to add BAER to your watchlist.

Julius Bär Gruppe trades under the ticker symbol BAER on the SWX stock exchange. The ticker BAER is used to identify the company's common stock across trading platforms, market data providers, and regulatory filings.

As of the most recently reported period, Julius Bär Gruppe (BAER) employs approximately 7,335 people worldwide. Reported employee figures may fluctuate over time due to hiring activity, restructuring, automation initiatives, or changes in business strategy. Headcount data is typically disclosed in company filings and reflects full-time employees unless otherwise stated. Last updated: January 1, 2026 at 12:03 AM Eastern Time

Julius Bär Gruppe (BAER) operates in a highly competitive market with companies that often have different business models, geographic exposure, and end markets. While no two companies are identical, the following firms are generally considered the closest Julius Bär Gruppe (BAER) stock peers based on overlapping products, services, and competitive dynamics:EFG International (EFGN)Schroders (SDR)Partners Group Holding (PGHN)Vontobel Holding (VONN)EQT (EQT)DWS Group GmbH & Co. KGaA (DWS)UBS Group (UBSG)Quilter (QLT)KBC Group NV (KBC)Amundi (AMUN) These peers may differ in size, business mix, financial profile, and strategic focus, but they are commonly referenced due to overlapping markets, customer segments, or competitive positioning relative to Julius Bär Gruppe.

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Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.

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