Julius Bär Gruppe AG

Julius Bär Gruppe AG

JBAXY
Julius Bär Gruppe AGUS flagOther OTC
16.46
USD
+0.13
- -
16.87BMarket 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
2.04
2.31
2.46
2.59
3
3.09
3.13
3.37
3.61
3.72
3.76
3.79
- -
Basic EPS, GAAP
0.18
0.34
0.11
0.57
0.65
0.67
0.43
0.65
1.01
0.91
0.44
1
- -
Free Cash Flow per Basic Share
-0.9
-0.38
-2.51
9.32
-10.76
8.26
-8.35
5.71
1.76
-1.91
-1.14
1.82
- -
Dividend per Share
0.12
0.12
0.2
0.23
0.25
0.29
0.31
0.31
0.36
0.53
0.52
0.52
- -
Book Value per Share
4.89
5.09
5.01
5.38
5.63
5.95
6.05
6.45
7.12
7.24
6.92
7.38
- -
Tangible Book Value per Share
2.72
2.72
2.4
2.32
2.75
2.85
3.06
3.53
3.82
3.6
3.5
4.1
- -
Basic Weighted Avg Shares
1,071
1,092
1,093
1,087
1,084
1,090
1,085
1,075
1,070
1,042
1,028
1,027
- -
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 (%)
3.69
6.78
2.2
10.95
11.79
11.68
7.13
10.34
14.87
12.53
6.2
13.91
9.92

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
- -
- -
- -
- -
0.44
2024
- -
- -
- -
- -
1
2025
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
0.52
2024
- -
- -
- -
- -
0.52
2025
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
Stefan Bollinger
Full Time Employees
7,595
Sector
Financial Services
Industry
Asset Management
Address
Bahnhofstrasse 36 Zurich Switzerland 8010
IPO Date
Apr 26, 2010
Business
Julius Bär Gruppe AG Julius Bär Gruppe AG is a Switzerland-based private banking group focused exclusively on wealth management solutions for high-net-worth individuals, family offices, and intermediaries. The company, founded in 1890 and headquartered in Zurich, Switzerland, operates through its principal subsidiary Bank Julius Bär & Co. Ltd. and maintains a presence in approximately 25 countries across Europe, the Americas, Asia, and other regions at around 60 locations, including key financial centers such as Geneva, London, Singapore, Hong Kong, Dubai, and Mexico City. It offers a comprehensive suite of services on an open product platform, including discretionary mandates and investment advisory; securities execution and advisory; foreign exchange and precious metals trading; structured products; global custody; Lombard lending; real estate advisory and financing; wealth planning and family office services; private markets access; and alternative investments such as funds and portfolios. As of late 2025, assets under management total CHF 520 billion, with a significant portion derived from commissions and service fees, particularly from Asian markets including China, Japan, India, and Singapore. Recent strategic changes include the sale of its Brazilian wealth management business to Banco BTG Pactual in January 2025, which managed 61 billion Brazilian reais and is expected to bolster its CET1 capital ratio by 30 basis points; ongoing execution of its 2023-2025 strategy emphasizing focus on high-quality revenues, scale through organic and inorganic growth in priority markets, and innovation via digital advancements in wealth management; and sustained expansion of international footprint following the 2009 spin-off from asset management operations and the 2012 acquisition of Merrill Lynch's international wealth management business outside the US.

Company News

APIChat
  • Julius Baer brings in $3.8 bln in net new money, missing forecasts

  • 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

  • Julius Baer Sets Midterm Targets

  • Julius Baer announces further cost cuts of $159 million

  • Swiss private bank Julius Baer names new South East Asia market heads

  • Julius Baer's Assets Under Management Decline

  • CEO: Julius Baer does not expect additional major losses after $156 million writedown

  • Julius Baer flags $156 million credit portfolio charge