Julius Baer Gruppe AG

Julius Baer Gruppe AG

JBARF
Julius Baer Gruppe AGUS flagOther OTC
87.66
USD
-2.65
- -
18.04BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
Revenue per Share
10.2
11.55
12.3
12.94
14.99
15.47
15.63
16.84
18.06
18.6
18.81
18.97
- -
Basic EPS, GAAP
0.88
1.68
0.55
2.85
3.25
3.37
2.14
3.25
5.06
4.56
2.21
4.98
- -
Free Cash Flow per Basic Share
-4.51
-1.9
-12.53
46.62
-53.79
41.29
-41.75
28.56
8.81
-9.55
-5.68
9.11
- -
Dividend per Share
0.61
0.61
1.02
1.13
1.24
1.44
1.55
1.54
1.8
2.66
2.6
2.61
- -
Book Value per Share
23.09
24.28
22.58
24.51
26.73
27.71
28.59
29.88
32.19
30.43
30.08
33.33
35.26
Tangible Book Value per Share
13.34
13.51
11.98
11.48
13.55
14.26
15.33
17.62
19.47
18.16
17.56
20.55
22.39
Basic Weighted Avg Shares
214
218
219
217
217
218
217
215
214
208
206
205
- -
Sales/Revenue/Turnover
2,186
2,523
2,689
2,813
3,251
3,372
3,392
3,621
3,865
3,874
3,867
3,897
4,076
Operating Margin (%)
11.65
18.64
5.16
26.75
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
192
209
219
141
160
164
350
431
256
310
245
245
250
Net Income, GAAP
188
366
121
619
705
735
465
698
1,082
950
454
1,022
764
Effective Tax Rate (%)
26.24
21.86
11.74
17.33
19.24
17.74
17.87
17.41
13.99
12.37
11.74
3.03
18.54
Profit Margin (%)
8.58
14.52
4.51
22.02
21.68
21.81
13.7
19.27
27.99
24.51
11.74
26.23
18.74
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
725
1,060
1,153
1,214
1,777
1,503
2,166
1,739
2,849
2,987
3,728
4,058
4,289
Total Equity
5,039
5,338
4,942
5,354
5,854
6,042
6,189
6,434
6,743
6,290
6,163
6,829
7,230
Return on Invested Capital (%)
3.33
5.96
1.93
9.68
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
3.85
7.06
2.36
12.07
12.64
12.4
7.61
11.07
16.44
14.58
7.29
15.74
10.87

Capital Structure

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
4%
2.55%
5.87%
Free Cash Flow
-185.45%
-124.75%
-47.39%
Net Income, GAAP
53.3%
18.09%
-25.28%
Sales/Revenue/Turnover
4.34%
2.43%
4.58%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
3,867
2024
- -
- -
- -
- -
3,897
2025
- -
- -
- -
- -
4,076

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
2.21
2024
- -
- -
- -
- -
4.98
2025
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
2.6
2024
- -
- -
- -
- -
2.61
2025
- -
- -
- -
- -
- -

Company Description

CEO
Stefan Bollinger
Full Time Employees
7,390
Sector
Financial Services
Industry
Asset Management
Address
Bahnhofstrasse 36 Zurich ZH Switzerland 8010
IPO Date
Feb 22, 2012
Business
Julius Baer Gruppe AG is a Swiss multinational private banking and wealth management group headquartered in Zurich, Switzerland, and founded in 1890. The company specializes in serving private clients and independent asset managers through an extensive range of services including investment advisory and discretionary mandates; structured products, securities execution and advisory; private markets and fund offerings; wealth planning and family office services; lombard and bespoke lending solutions; real estate financing; selective trading services; open product platform solutions; foreign exchange; and precious metals. Julius Baer operates in approximately 25 countries across Europe, the Americas, Asia, and the Middle East with around 60 locations and over 7,500 employees, managing CHF 520 billion in assets as of October 2025. In recent developments, the group received in-principle approval for a new advisory office in Abu Dhabi to expand its Gulf presence, announced plans for a Milan branch opening in early 2025 and a Lisbon expansion, expects to close the sale of its Brazil operations in the first quarter of 2025, appointed former HSBC CEO Noel Quinn as Chairman effective May 2025 following the annual general meeting, named Victoria McLean as Chief Compliance Officer effective February 2026, reduced the size of its Executive Board from 15 to 5 members under CEO Stefan Bollinger, and announced plans to cut over 400 jobs primarily in Switzerland as part of cost-cutting and de-risking initiatives including a CHF 700 million reduction in certain loan book positions.

Company News

  • Swiss bank Julius Baer announces $723 million share buyback program

  • Julius Baer seriously breached risk and money laundering rules, Swiss regulator says

  • Treasury's ramped-up bond buybacks soften the U.S. dollar and boost the gold price – Julius Baer

  • Julius Baer beats net new money forecast, says de-risking impact to persist

  • Julius Baer Net Profit More Than Doubles to Record High

  • Julius Baer appoints Peter Burrill as CFO

  • Julius Baer Expects Client Activity to Slow After Strong Start

  • Exclusive: Swiss bank Julius Baer initiates search to replace its CFO, sources say

  • Accumulate more gold at current levels: Julius Baer CIO

  • Julius Baer CEO tops highest pay at UBS

  • Julius Baer CEO calls for Swiss public register of rogue bankers to protect reputation

  • Julius Bär Gruppe AG (JBAXY) Q4 2025 Earnings Call Transcript

  • Julius Baer Posts Expected Drop in Profit

  • Julius Baer reports net profit of $988 million for 2025

  • Julius Baer Draws Line Under Credit Review as Bank Posts Record Client Assets

  • Julius Baer announces further loan loss allowances of $184 million

  • Julius Baer to replace Swiss IT system with Temenos product, sources say

  • Julius Baer faces credit losses from insolvent Degag Group, report says

  • Julius Bär Gruppe AG (JBAXY) H1 2025 Earnings Conference Call Transcript

  • Julius Baer posts net profit of $370 million