Company Financials

Julius Bär Gruppe AG Financials

Swiss franc

business Julius Bär Gruppe AG Company Profile

Main Stock Listing

SIX: BAER

Market Capitalization CHF12.78 Billion as of Jan. 1, 2026

Market Cap History

Valuations Metrics as of Jan. 3, 2026

Trailing PE 14.82
Forward PE 11.92
Price to Sales TTM CHF3.43
Price to Book MRQ CHF1.90
Enterprise to Revenue 0.59
Enterprise to EBITDA

Financial Reports as of Jun. 30, 2025

Financials

Fiscal Year Ends 2024-12-31
Most Recent Quarter 2025-06-30
Profit Margin 23.22%
Operating Margin 24.49%
Return on Assets TTM 0.85%
Return on Equity TTM 13.41%

Income Statement

Revenue TTM CHF3,726,500,096
Revenue per Share TTM CHF18.14
Quarterly Revenue Growth -6.90%
Gross Profit TTM CHF3,726,500,096
EBITDA CHF0
Net Income to Common TTM CHF865,400,000
Diluted EPS TTM CHF4.21
Quarterly Earnings Growth YoY -34.70%

Balance Sheet

Total Cash MRQ CHF40,501,399,552
Total Cash per Share MRQ CHF197.13
Total Debt MRQ CHF
Total Debt to Equity MRQ 4.44
Current Ratio MRQ
Book Value per Share MRQ CHF32.79

Cash Flow

Operating Cash Flow TTM CHF4,391,000,064
Levered Free Cash Flow TTM CHF1,022,100,000

BAER Stock Info as of Jan. 3, 2026

Stock Statistics

Shares Outstanding 204,858,092
Float Shares 204,703,427
Avg 10 Volume 448,183
Avg 30 Volume None
Shares Short None
Short Ratio
Short % of Shares %
% Held by Insiders 0.37%
% Held by Institutions 70.23%

Stock Price Summary

Beta 0.80
Fifty Two Week Low CHF45.50
Fifty Two Week High CHF65.04
Fifty Two Week Change 5.26%
Day 50 MA CHF57.15
Day 200 MA CHF55.77

Dividends and Splits

Forward Annual Dividend Rate CHF10.40
Forward Annual Dividend Yield 16.67%
Trailing Annual Dividend Rate CHF2.60
Trailing Annual Dividend Yield 4.17%
Payout Ratio 61.76%
Dividend Date 2025-04-16
Ex Dividend Date 2025-04-14
Last Split Factor
Last Split Date