Julius Bär Gruppe AG
Research Julius Bär Gruppe AG (BAER.SW) on Bullrun: market cap CHF 14.95B, P/E 13.1, dividend yield 3.7%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerBAER.SW
- ExchangeSW
- CountrySwitzerland
- SectorFinancial Services
- IndustryAsset Management
- CurrencyCHF
- Market capCHF 14.95B
- P/E13.1
- Dividend yield3.7%
- Financial periodFY2025
- RevenueCHF 4.08B
- Revenue growth4.6%
- Net incomeCHF 763.70M
- Free cash flowCHF 984.80M
Valuation Snapshot
latest market cap is CHF 14.95B; P/E is 13.1; dividend yield is 3.7%.
Peer valuation comparison
Latest P/E is 13.11x versus a Financial Services sector median of 13.41x (2.2% below).
Latest dividend yield is 3.66% versus a Financial Services sector median of 3.66%.
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | CHF 4.08B | CHF 763.70M | CHF 984.80M | n/a | 3.71 | CHF 11.82B | CHF 4.29B | CHF 7.23B |
| FY2024 | CHF 3.90B | CHF 1.02B | CHF 1.87B | n/a | 4.97 | CHF 13.78B | CHF 4.06B | CHF 6.83B |
| FY2023 | CHF 3.87B | CHF 454.00M | -CHF 1.17B | n/a | 2.21 | CHF 13.54B | CHF 3.73B | CHF 6.16B |
| FY2022 | CHF 3.87B | CHF 949.60M | -CHF 1.99B | n/a | 4.56 | CHF 16.04B | CHF 2.99B | CHF 6.29B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-04 | CHF 14.95B | 13.1 | 3.6% | 2.6 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 2.6 CHF, yield 3.7%.
| Year | Dividends/share |
|---|---|
| FY2025 | 2.6 CHF |
| FY2024 | 2.6 CHF |
| FY2023 | 2.6 CHF |
| FY2022 | 2.6 CHF |
About Julius Bär Gruppe AG
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.
ETFs that hold Julius Bär Gruppe AG
Julius Bär Gruppe AG is one of the ten largest holdings of 4 ETFs that investors in Europe can buy, most traded first:
| ETF | Weight | TER |
|---|---|---|
| UBS SMIM ETF CHF dis | 5.53% | 0.25% |
| UBS SPI Mid ETF CHF dis | 4.13% | 0.25% |
| iShares SMIM ETF (CH) | 5.83% | 0.45% |
| iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 3.08% | 0.46% |
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Frequently asked questions
What is Julius Bär Gruppe AG's market cap?
Julius Bär Gruppe AG's market capitalization is CHF 14.95B.
What is Julius Bär Gruppe AG's P/E ratio?
Julius Bär Gruppe AG's price-to-earnings (P/E) ratio is 13.1.
Does Julius Bär Gruppe AG pay a dividend?
Julius Bär Gruppe AG has a dividend yield of 3.7%.
What does Julius Bär Gruppe AG do?
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.