Julius Bär Gruppe (BAER) Stock Overview
Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 4/6 |
| Dividends | 6/6 |
Rewards
Risk Analysis
No risks detected for BAER from our risk checks.
BAER Community Fair Values
Create NarrativeSee what 49 others think this stock is worth. Follow their fair value or set your own to get alerts.
Julius Bär Gruppe AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 59.74 |
| 52 Week High | CHF 68.60 |
| 52 Week Low | CHF 45.50 |
| Beta | 0.85 |
| 1 Month Change | -5.05% |
| 3 Month Change | -9.18% |
| 1 Year Change | 16.63% |
| 3 Year Change | -2.89% |
| 5 Year Change | -2.58% |
| Change since IPO | 55.98% |
Recent News & Updates
Shareholder Returns
| BAER | CH Capital Markets | CH Market | |
|---|---|---|---|
| 7D | 4.1% | 5.8% | 3.1% |
| 1Y | 16.6% | 19.7% | 12.0% |
Return vs Industry: BAER underperformed the Swiss Capital Markets industry which returned 19.7% over the past year.
Return vs Market: BAER exceeded the Swiss Market which returned 12% over the past year.
Price Volatility
| BAER volatility | |
|---|---|
| BAER Average Weekly Movement | 3.7% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 4.4% |
| 10% most volatile stocks in CH Market | 8.2% |
| 10% least volatile stocks in CH Market | 2.3% |
Stable Share Price: BAER has not had significant price volatility in the past 3 months compared to the Swiss market.
Volatility Over Time: BAER's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1890 | 7,390 | Stefan Bollinger | www.juliusbaer.com |
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 Fundamentals Summary
| BAER fundamental statistics | |
|---|---|
| Market cap | CHF 12.25b |
| Earnings (TTM) | CHF 763.70m |
| Revenue (TTM) | CHF 3.76b |
Is BAER overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BAER income statement (TTM) | |
|---|---|
| Revenue | CHF 3.76b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 3.76b |
| Other Expenses | CHF 3.00b |
| Earnings | CHF 763.70m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
Jul 21, 2026
| Earnings per share (EPS) | 3.73 |
| Gross Margin | 100.00% |
| Net Profit Margin | 20.31% |
| Debt/Equity Ratio | 416.8% |
How did BAER perform over the long term?
See historical performance and comparisonDividends
Does BAER pay a reliable dividends?
See BAER dividend history and benchmarks| Julius Bär Gruppe dividend dates | |
|---|---|
| Ex Dividend Date | Apr 13 2026 |
| Dividend Pay Date | Apr 15 2026 |
| Days until Ex dividend | 8 days |
| Days until Dividend pay date | 10 days |
Does BAER pay a reliable dividends?
See BAER dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/05 10:23 |
| End of Day Share Price | 2026/04/02 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Julius Bär Gruppe AG is covered by 31 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tomasz Grzelak | Baader Helvea Equity Research |
| Flora Benhakoun Bocahut | Barclays |
| Roberto de Aguiar Attuch | Barclays |