Julius Baer Gruppe Stock | BAER.SW | CH0102484968 | A0YBDU | October 2025

Date	Julius Baer Gruppe Price
10/24/2025	53.34 CHF
10/23/2025	53.09 CHF
10/22/2025	52.54 CHF
10/21/2025	52.50 CHF
10/20/2025	53.32 CHF
10/17/2025	52.56 CHF
10/16/2025	54.02 CHF
10/15/2025	53.50 CHF
10/14/2025	55.78 CHF
10/13/2025	56.18 CHF
10/10/2025	56.02 CHF
10/9/2025	56.04 CHF
10/8/2025	55.74 CHF
10/7/2025	55.64 CHF
10/6/2025	55.20 CHF
10/3/2025	55.34 CHF
10/2/2025	55.04 CHF
10/1/2025	54.96 CHF
9/29/2025	54.32 CHF

Date	Julius Baer Gruppe Revenue	Julius Baer Gruppe EBIT	Julius Baer Gruppe Net Income
2029e	5.49 B CHF	1.57 B CHF	1.28 B CHF
2028e	4.75 B CHF	1.52 B CHF	1.34 B CHF
2027e	4.5 B CHF	1.45 B CHF	1.24 B CHF
2026e	4.23 B CHF	1.34 B CHF	1.05 B CHF
2025e	3.95 B CHF	1.12 B CHF	868.05 M CHF
2024	6.28 B CHF	0 CHF	1.02 B CHF
2023	5.85 B CHF	0 CHF	454 M CHF
2022	4.52 B CHF	1.3 B CHF	949.6 M CHF
2021	4.27 B CHF	0 CHF	1.08 B CHF
2020	4.06 B CHF	0 CHF	698 M CHF
2019	4.11 B CHF	0 CHF	464.8 M CHF
2018	4.01 B CHF	0 CHF	735.4 M CHF
2017	3.86 B CHF	0 CHF	704.7 M CHF
2016	3.39 B CHF	0 CHF	619.4 M CHF
2015	3.15 B CHF	0 CHF	121.2 M CHF
2014	2.95 B CHF	0 CHF	366.2 M CHF
2013	2.52 B CHF	0 CHF	187.53 M CHF
2012	2.14 B CHF	0 CHF	267.96 M CHF
2011	2.05 B CHF	0 CHF	257.92 M CHF
2010	2.08 B CHF	0 CHF	351.99 M CHF
2009	1.88 B CHF	0 CHF	388.7 M CHF
2008	2.52 B CHF	0 CHF	356.94 M CHF
2007	2.46 B CHF	0 CHF	393.73 M CHF
2006	1.95 B CHF	0 CHF	290.5 M CHF

2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024

0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	34.62	0	0
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	3.97	0	0
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	38.58	0	0
287.78	281.26	332.2	331.8	371.9	366.1	359.59	386.23	382.68	373.2	373.8	356.6	352.8	612.9	580.5	514.6	607.7	648.7	659.4
0	0	0	0	0	48.5	45.21	102.65	66.01	90.3	29.4	28.2	48.1	23.3	21.2	28.9	28.3	7.8	0
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	3.24	0	0
1.83	1.8	1.75	0.58	0.68	0.59	0.52	0.68	0.68	0.6	0.76	0.8	0.84	0.85	0.84	0.86	0.81	0.85	0.91
0	0	0	1.12	1.12	1.12	1.12	1.45	1.68	1.71	2.07	2.07	2.09	2.02	1.79	1.8	1.72	1.72	1.7
5.19	0.65	1.54	3.47	10.07	578.2	15.09	15.59	15.29	23.8	28.8	28.8	15.9	16.4	20.1	28.3	45.4	24.1	17.1
2.12	2.08	2.08	2.04	2.18	2.7	2.06	2.63	2.83	2.8	3.27	3.29	3.35	3.52	3.26	3.23	6.45	3.25	3.29
2.12	2.08	2.08	2.04	2.18	2.7	2.06	2.63	2.83	2.8	3.27	3.29	3.35	3.52	3.26	3.23	45.03	3.25	3.29

575	575	4.13	4.13	4.13	4.13	4.33	4.48	4.48	4.5	4.5	4.5	4.5	4.5	4.5	4.4	4.3	4.1	4.1
1.76	1.86	3.7	4.31	4.58	0	0	0	0	0	0	0	0	0	0	0	0	0	0
1.05	0.94	0	0	0	4.72	4.93	5.24	5.56	5.47	5.89	6.37	6.48	6.56	6.93	7.62	7.54	7.11	7.58
-0.76	-27.03	-191.2	-84.36	-81.78	-201.33	-204.71	-103.89	-165.9	-340.9	-302.1	-270.2	-130.8	-184	-350.9	-365.6	-472	-593.1	-535.3
0	0	0	0	0	-51.42	91.23	71.07	108.52	23.1	0	0	0	165.4	244.6	165.4	-428.3	-289.2	-158.5
3.38	3.35	3.51	4.23	4.5	4.47	4.82	5.21	5.51	5.15	5.59	6.1	6.35	6.54	6.83	7.42	6.64	6.23	6.89
0	0	0	0	0	0	0	0	0	0	0	27.1	28.3	28.7	35.2	39.3	34.2	28	36.2
0.29	0.41	0.37	0.31	0.35	0.32	0.36	0.45	0.49	0.53	0.62	0.73	0.77	0.75	0.69	0.77	0.84	1.1	1.11
69.15	79.85	12.66	11.14	44.83	19.66	21.88	59.63	115.45	65.6	123	277.5	254.6	263.6	277.2	373.7	336.2	337.6	291.2
0.01	0.04	0.23	0.25	0.24	0	0	0	0	0	0	0	0	0	0	0	0.34	5.87	2.59
3.38	3.48	0	2.32	2.57	0	0	0	0	0	6.99	10.23	12.1	8.42	7.71	12.32	10.35	8.9	11.01
3.74	4.01	0.62	2.89	3.21	0.34	0.38	0.51	0.61	0.6	7.73	11.27	13.15	9.46	8.71	13.5	11.9	16.24	15.04
0	0.62	2.51	1.62	1.59	3.97	3.9	5.52	5.46	5.42	2.67	3.38	3.1	7.03	7.18	4.99	4.21	5.02	5.2
80.17	75.3	83.74	85.76	121.89	83.88	85.23	142.78	137.86	41.6	77.8	59.9	74.9	68.8	74.5	84.5	65.6	56.8	45.4
0.8	0.74	0.7	0.9	1.01	3.83	2.36	1.76	3.68	3.67	2.8	2.51	2.13	3.22	3.86	3.57	3.81	3.75	4.03
0.88	1.43	3.29	2.61	2.72	7.88	6.35	7.42	9.28	9.12	5.55	5.95	5.3	10.32	11.12	8.64	8.08	8.82	9.27
4.62	5.44	3.91	5.5	5.93	8.23	6.73	7.93	9.89	9.72	13.28	17.22	18.46	19.77	19.83	22.14	19.98	25.06	24.31
8.01	8.79	7.42	9.74	10.44	12.69	11.55	13.14	15.39	14.87	18.87	23.32	24.81	26.32	26.66	29.56	26.62	31.29	31.2

2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023
0.29	0.39	0.36	0.39	0.35	0.26	0.27	0.19	0.37	0.12	0.62	0.72	0.74	0.47	0.7	1.08	0.95	0.45
109	106	115	121	160	177	169	193	209	220	141	160	165	350	432	256	309	244
-4	6	16	-13	-5	-2	-2	2	-3	-60	8	-18	30	-26	-4	-12	9	-10
-0.45	1.3	6.73	0.91	-3.87	4.44	0.3	-1.32	-1.04	-3.05	9.39	-12.62	8.04	-9.89	4.98	0.47	-3.27	-1.78
109	92	118	108	107	84	105	99	139	131	144	269	206	205	223	282	212	158
0	0	0	0	0	0	0.09	0.08	0	0.12	0	0.19	0.45	0.75	0.32	0.09	0.52	2.6
84	83	154	100	61	88	73	39	51	125	78	99	143	121	145	105	135	102
0.06	1.9	7.34	1.51	-3.26	4.96	0.84	-0.83	-0.33	-2.63	10.31	-11.5	9.18	-8.9	6.33	2.08	-1.79	-0.93
-34	-66	-103	-67	-97	-88	-81	-132	-82	-106	-173	-171	-177	-165	-186	-197	-196	-239
-0.24	-0.06	-0.28	-1.77	-2.25	-1.13	-2.24	6.68	-0.13	-1.58	0.13	4.05	-2.36	1.82	-1.16	0.26	-4.5	-1.69
-0.2	0.01	-0.18	-1.7	-2.15	-1.04	-2.16	6.82	-0.05	-1.47	0.3	4.22	-2.18	1.98	-0.98	0.45	-4.31	-1.45
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
1.53	0.75	-2	0.87	0.16	0.58	-0.07	1.62	-0.18	0.11	0.06	0.53	-0.27	0.39	-0.35	1.2	0.15	0.85
0	100	73	-39	-1	-302	286	-52	-51	-90	-92	-66	-112	-104	-124	-443	-226	-232
1.38	0.35	-1.99	1.07	0.08	0.15	0.02	1.44	-0.37	-0.21	-0.29	0.19	-0.8	-0.05	-0.81	0.37	-0.63	0.08
0	0	1	309	0	-1	0	-3	0	-1	-12	-6	-108	-2	-3	-3	-1	0
-150	-500	-72	-72	-83	-124	-196	-130	-133	-224	-246	-269	-313	-336	-332	-386	-554	-535
1.18	2.18	5.32	0.8	-5.13	4.06	-1.35	7.37	-1.04	-4.16	10.14	-7.08	6.01	-7.06	4.5	2.74	-6.89	-2.69
24	1,832	7,235	1,443	-3,352	4,870	761	-966	-414	-2,739	10,136	-11,666	8,999	-9,060	6,141	1,885	-1,990.2	-1,168.7
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

Julius Baer Gruppe Gross margin	Julius Baer Gruppe Profit margin	Julius Baer Gruppe EBIT margin	Julius Baer Gruppe Profit margin
2029e	85.2 %	28.6 %	23.27 %
2028e	85.2 %	31.97 %	28.19 %
2027e	85.2 %	32.25 %	27.6 %
2026e	85.2 %	31.58 %	24.82 %
2025e	85.2 %	28.27 %	21.99 %
2024	85.2 %	0 %	16.27 %
2023	85.2 %	0 %	7.77 %
2022	85.2 %	28.72 %	21 %
2021	85.2 %	0 %	25.35 %
2020	85.2 %	0 %	17.19 %
2019	85.2 %	0 %	11.31 %
2018	85.2 %	0 %	18.35 %
2017	85.2 %	0 %	18.25 %
2016	85.2 %	0 %	18.25 %
2015	85.2 %	0 %	3.85 %
2014	85.2 %	0 %	12.42 %
2013	85.2 %	0 %	7.44 %
2012	85.2 %	0 %	12.53 %
2011	85.2 %	0 %	12.58 %
2010	85.2 %	0 %	16.96 %
2009	85.2 %	0 %	20.63 %
2008	85.2 %	0 %	14.18 %
2007	85.2 %	0 %	16.02 %
2006	85.2 %	0 %	14.89 %

Date	Julius Baer Gruppe Sales per Share	Julius Baer Gruppe EBIT per share	Julius Baer Gruppe Earnings per Share
2029e	26.71 CHF	7.64 CHF	6.21 CHF
2028e	23.13 CHF	7.4 CHF	6.52 CHF
2027e	21.92 CHF	7.07 CHF	6.05 CHF
2026e	20.59 CHF	6.5 CHF	5.11 CHF
2025e	19.22 CHF	5.43 CHF	4.23 CHF
2024	30.58 CHF	0 CHF	4.98 CHF
2023	28.43 CHF	0 CHF	2.21 CHF
2022	21.71 CHF	6.24 CHF	4.56 CHF
2021	19.95 CHF	0 CHF	5.06 CHF
2020	18.88 CHF	0 CHF	3.25 CHF
2019	18.94 CHF	0 CHF	2.14 CHF
2018	18.38 CHF	0 CHF	3.37 CHF
2017	17.8 CHF	0 CHF	3.25 CHF
2016	15.61 CHF	0 CHF	2.85 CHF
2015	14.42 CHF	0 CHF	0.55 CHF
2014	13.5 CHF	0 CHF	1.68 CHF
2013	11.76 CHF	0 CHF	0.88 CHF
2012	10.56 CHF	0 CHF	1.32 CHF
2011	9.87 CHF	0 CHF	1.24 CHF
2010	9.84 CHF	0 CHF	1.67 CHF
2009	8.9 CHF	0 CHF	1.84 CHF
2008	12 CHF	0 CHF	1.7 CHF
2007	11.62 CHF	0 CHF	1.86 CHF
2006	9.23 CHF	0 CHF	1.37 CHF

Date	Julius Baer Gruppe Dividend
2029e	2.25 CHF
2028e	2.43 CHF
2027e	2.2 CHF
2026e	1.79 CHF
2021e	0.64 CHF
2025	2.6 CHF
2024	2.6 CHF
2023	2.6 CHF
2022	2.6 CHF
2021e	0.64 CHF
2020	0.75 CHF
2019	1.5 CHF
2018	1.4 CHF
2017	1.2 CHF
2016	1.1 CHF
2015	1 CHF
2014	0.6 CHF
2013	0.6 CHF
2012	0.59 CHF
2011	0.59 CHF
2010	0.39 CHF

Date	Julius Baer Gruppe Payout ratio
2029e	36.21 %
2028e	37.29 %
2027e	36.35 %
2026e	35 %
2025e	40.51 %
2024	33.54 %
2023	30.96 %
2022	57.02 %
2021	12.65 %
2020	23.22 %
2019	70.42 %
2018	41.42 %
2017	36.92 %
2016	38.6 %
2015	181.82 %
2014	35.71 %
2013	69.77 %
2012	44.41 %
2011	47.27 %
2010	23.4 %
2009	30.96 %
2008	30.96 %
2007	30.96 %
2006	30.96 %

Date	EPS Estimate	EPS Actual	Quarterly report
6/30/2025	2.03 CHF	1.98 CHF (-2.7 %)	2025 Q2
12/31/2024	2.3 CHF	2.86 CHF (24.62 %)	2024 Q4
6/30/2024	2.45 CHF	2.23 CHF (-8.91 %)	2024 Q2
12/31/2023	1.57 CHF	-0.34 CHF (-121.6 %)	2023 Q4
6/30/2023	2.76 CHF	2.63 CHF (-4.85 %)	2023 Q2
12/31/2022	2.56 CHF	2.77 CHF (8.19 %)	2022 Q4
6/30/2022	2.3 CHF	2.27 CHF (-1.09 %)	2022 Q2
12/31/2021	2.49 CHF	2.38 CHF (-4.37 %)	2021 Q4
6/30/2021	3.09 CHF	2.81 CHF (-8.93 %)	2021 Q2
12/31/2020	2.05 CHF	2.01 CHF (-2.09 %)	2020 Q4
6/30/2020	2.53 CHF	2.43 CHF (-3.94 %)	2020 Q2
12/31/2019	1.89 CHF	1.73 CHF (-8.45 %)	2019 Q4
6/30/2019	1.83 CHF	1.79 CHF (-2.32 %)	2019 Q2
12/31/2018	1.65 CHF	1.52 CHF (-8.01 %)	2018 Q4
6/30/2018	2.24 CHF	2.2 CHF (-1.63 %)	2018 Q2
12/31/2017	1.82 CHF	1.82 CHF (0.02 %)	2017 Q4
6/30/2017	1.71 CHF	1.84 CHF (7.38 %)	2017 Q2
12/31/2016	1.32 CHF	1.39 CHF (5.64 %)	2016 Q4
6/30/2016	1.63 CHF	1.84 CHF (12.75 %)	2016 Q2
12/31/2015	1.53 CHF	1.45 CHF (-5.23 %)	2015 Q4
6/30/2015	1.58 CHF	1.76 CHF (11.68 %)	2015 Q2
6/30/2014	1.17 CHF	1.22 CHF (4.01 %)	2014 Q2
12/31/2013	1.22 CHF	1.02 CHF (-16.67 %)	2013 Q4
6/30/2013	1.13 CHF	1.23 CHF (8.97 %)	2013 Q2
12/31/2012	1.08 CHF	1.05 CHF (-3.19 %)	2012 Q4
6/30/2012	1.06 CHF	1.11 CHF (5.18 %)	2012 Q2
12/31/2011	1.11 CHF	0.99 CHF (-11.13 %)	2011 Q4
6/30/2011	1.03 CHF	1.18 CHF (14.98 %)	2011 Q2
12/31/2010	1.02 CHF	1.15 CHF (12.24 %)	2010 Q4
6/30/2010	1.28 CHF	1.15 CHF (-9.62 %)	2010 Q2

%	Name	Stocks	Change	Date
5.49492 %	BlackRock Institutional Trust Company, N.A.	11,286,808	0	12/31/2024
5.03218 %	UBS Asset Management (Switzerland)	10,336,326	0	12/31/2024
4.96770 %	T. Rowe Price Associates, Inc.	10,203,872	-221,720	5/28/2025
4.60857 %	MFS Investment Management	9,466,201	-12,877,692	7/9/2025
3.27758 %	The Vanguard Group, Inc.	6,732,290	1,683	7/31/2025
3.07613 %	Dodge & Cox	6,318,517	6,318,517	7/11/2025
3.01849 %	Pzena Investment Management, LLC	6,200,119	5,752,605	3/19/2025
2.03149 %	Zürcher Kantonalbank (Asset Management)	4,172,765	26,156	6/30/2025
2.00898 %	UBS Fund Management (Switzerland) AG	4,126,535	25,489	7/31/2025
1.87918 %	Davis Selected Advisers, L.P.	3,859,916	2,548	7/31/2025
1.69076 %	BlackRock Advisors (UK) Limited	3,472,897	17,465	7/31/2025
1.50164 %	Vontobel Asset Management AG	3,084,440	-24,631	6/30/2025
1.44900 %	Pictet Asset Management Ltd.	2,976,309	2,384	6/30/2025
1.26631 %	T. Rowe Price International Ltd	2,601,066	1,592	7/31/2025
1.09740 %	Dimensional Fund Advisors, L.P.	2,254,106	20,934	7/31/2025
0.93010 %	Harris Associates L.P.	1,910,457	39,000	6/30/2025
0.85184 %	UBS Asset Management Switzerland AG	1,749,722	9,428	7/31/2025
0.82415 %	Norges Bank Investment Management (NBIM)	1,692,845	212,826	12/31/2024
0.80908 %	BlackRock Investment Management (UK) Ltd.	1,661,892	-16,732	6/30/2025
0.75146 %	Arga Investment Management, LP	1,543,526	316,287	6/30/2025
0.72134 %	Geode Capital Management, L.L.C.	1,481,667	27,632	6/30/2025
0.67794 %	AXA Investment Managers Paris	1,392,522	-31,576	6/30/2025
0.63893 %	AllianceBernstein L.P.	1,312,389	-12,013	6/30/2025
0.50388 %	zCapital AG	1,035,000	0	6/30/2025
0.43009 %	Baillie Gifford & Co.	883,434	-77,023	3/31/2025
0.40640 %	California State Teachers Retirement System	834,759	47,076	6/30/2024
0.38535 %	Banque Cantonale Vaudoise	791,516	7,567	6/30/2025
0.38319 %	Allianz Global Investors GmbH	787,095	61,631	6/30/2025
0.37071 %	Beutel, Goodman & Company Ltd.	761,454	590	5/31/2025
0.36201 %	State Street Global Advisors (US)	743,579	731	7/31/2025
0.33950 %	Lazard Asset Management, L.L.C.	697,340	0	7/31/2025
0.33649 %	UBS Asset Management (UK) Ltd.	691,162	-46,993	7/31/2025
0.33037 %	Charles Schwab Investment Management, Inc.	678,590	1,365	7/31/2025
0.30552 %	Amundi Asset Management, SAS	627,555	6,810	7/31/2025
0.30446 %	GAM Investment Management (Switzerland) AG	625,379	0	5/31/2025
0.27099 %	Thompson, Siegel & Walmsley LLC	556,635	1,200	6/30/2025
0.26466 %	MFS Institutional Advisors, Inc	543,617	-54,697	6/30/2025
0.25115 %	Eurizon Capital SGR S.p.A.	515,872	-23,250	6/30/2025
0.24790 %	State Street Global Advisors (UK) Ltd.	509,200	4,384	7/31/2025
0.24210 %	Dimensional Fund Advisors, Ltd.	497,285	19,561	6/30/2025
0.23419 %	Privatbank Von Graffenried AG	481,043	12,000	4/30/2025
0.23344 %	Mirabaud Asset Management AG	479,500	0	4/30/2025
0.23332 %	Coronation Fund Managers Limited	479,251	274,635	6/30/2025
0.22518 %	APG Asset Management N.V.	462,539	462,539	12/31/2024
0.21424 %	1832 Asset Management L.P.	440,060	1,030	4/30/2025
0.21310 %	Causeway Capital Management LLC	437,717	-1,100,718	6/30/2025
0.21176 %	Macquarie Investment Management	434,974	0	5/31/2024
0.20946 %	Van Lanschot Kempen Investment Management NV	430,231	-91,268	6/30/2025
0.20523 %	Aviva Investors Global Services Limited	421,551	-2,855	6/30/2025
0.19712 %	DWS Investment GmbH	404,887	6,691	7/31/2025
0.19592 %	CIBC Private Wealth Management	402,432	-2,538	4/30/2025
0.17923 %	Leith Wheeler Investment Counsel Ltd.	368,139	-7,706	3/31/2025
0.17612 %	Barrow Hanley Global Investors	361,749	-417	6/30/2025
0.17454 %	Nuveen LLC	358,518	14,148	6/30/2025
0.17281 %	Northern Trust Global Investments Limited	354,965	57,022	6/30/2025
0.17185 %	Florida State Board of Administration	352,984	129,261	3/31/2025
0.17132 %	California Public Employees' Retirement System	351,892	-157,127	6/30/2024
0.16469 %	MFS Investment Management Canada Limited	338,280	10,496	3/31/2025
0.15241 %	Deka Investment GmbH	313,049	10,004	6/30/2025
0.14465 %	BlackRock Asset Management Deutschland AG	297,112	2,036	7/31/2025
0.14030 %	JP Morgan Asset Management	288,176	-4,602	7/31/2025
0.13653 %	HSBC Global Asset Management (UK) Limited	280,449	15,644	6/30/2025
0.12818 %	Fidelity Investments Canada ULC	263,297	-53,249	3/31/2025
0.11974 %	Schroder Investment Management (Switzerland) AG	245,947	-22,822	6/30/2025
0.11440 %	Principal Global Investors (Equity)	234,991	-89,769	6/30/2025
0.11269 %	DWS International GmbH	231,473	11,655	4/30/2025
0.10440 %	DWS Investments UK Limited	214,441	20,273	7/31/2025
0.10193 %	Aargauische Kantonalbank	209,363	0	6/30/2025
0.10095 %	Northern Trust Investments, Inc.	207,351	1,024	7/31/2025
0.09863 %	American Century Investment Management, Inc.	202,583	14,618	7/31/2025
0.09600 %	Eaton Vance Management	197,197	-119,476	5/31/2025
0.09364 %	Legal & General Investment Management Ltd.	192,342	2,400	7/31/2025
0.09273 %	Vanguard Global Advisers LLC	190,471	354	6/30/2025
0.08955 %	Kornitzer Capital Management Inc.	183,937	0	3/31/2025
0.08495 %	Basellandschaftliche Kantonalbank	174,484	5,541	5/31/2025
0.07924 %	BlackRock Asset Management Canada Limited	162,754	9,502	7/31/2025
0.07692 %	Valiant Bank AG	157,995	-154,905	5/31/2025
0.07207 %	BNP Paribas Asset Management UK Limited	148,037	14,315	6/30/2025
0.07079 %	Robeco Institutional Asset Management B.V.	145,396	0	6/30/2025
0.07048 %	T. Rowe Price Investment Management, Inc.	144,779	-41,795	6/30/2025
0.06438 %	Vanguard Investments Australia Ltd.	132,231	-352	6/30/2025
0.06434 %	Mediolanum International Funds Limited	132,161	132,161	3/31/2025
0.06219 %	Lombard Odier Asset Management (USA) Corp.	127,732	-23,707	5/31/2025
0.06165 %	Swiss Rock Asset Management AG	126,638	12,032	6/30/2025
0.06124 %	Migros Bank Asset Management	125,795	4,650	4/30/2025
0.05645 %	Swiss Life Asset Management	115,947	-4,902	5/31/2025
0.05598 %	Finreon AG	114,976	19	5/31/2025
0.05492 %	Anima SGR S.p.A.	112,812	-202,516	1/31/2025
0.05189 %	St. Galler Kantonalbank AG	106,580	0	5/31/2025
0.05082 %	BCGE Asset Management	104,391	-315	3/31/2025
0.05057 %	Banque Lombard Odier & Cie SA	103,871	19,615	6/30/2025
0.04944 %	DBX Advisors LLC.	101,554	-1,023	7/31/2025
0.04870 %	LLB Swiss Investment AG	100,042	2,049	6/30/2025
0.04852 %	Dreckmann (Nic)	99,661	-365	12/31/2024
0.04831 %	Kong Eng (Jimmy Lee)	99,226	-24,781	12/31/2024
0.04625 %	AXA Investment Managers UK Ltd.	95,001	-35,586	6/30/2025
0.04416 %	EARNEST Partners, LLC	90,712	-92	7/31/2025
0.04021 %	Berner Kantonalbank AG	82,600	1,400	4/30/2025
0.03982 %	BMO Asset Management Inc.	81,802	0	7/31/2025
0.03957 %	Lansförsäkringar Fondförvaltning AB	81,282	0	6/30/2025

Name	Relationship	Two-week correlation	One-month correlation	Three-Month Correlation	Six-Month Correlation	One Year Correlation	Two-Year Correlation
Razer	SupplierCustomer		0,28	-0,79	-0,38	-0,69	0,35
Catalyst Media Group	SupplierCustomer		0,05	-0,56	-0,79	-0,81	-0,64
BlackRock	SupplierCustomer	0,47	0,07	0,88	0,91	0,91	0,93
NS Tool	SupplierCustomer	0,47	-0,24	0,68	0,52	0,30	0,67
Kingfish	SupplierCustomer	0,37	0,02	-0,48	0,55	0,72
Aun Consulting	SupplierCustomer	0,14	-0,08	-0,16	0,76	0,70	0,20
Crealogix Holding	SupplierCustomer	-0,01	-0,24	0,37	0,88	0,86	0,57
Surya Esa Perkasa	SupplierCustomer	-0,07	-0,24	0,42	0,15	-0,37	0,68
Temenos	SupplierCustomer	-0,18	0,04	-0,09	0,78	0,76	0,24
Quabit Inmobiliaria SA	SupplierCustomer	-0,23	-0,21	-0,51	-0,64	-0,54

What values and corporate philosophy does Julius Baer Gruppe represent?

Julius Baer Gruppe AG represents a strong set of values and a distinctive corporate philosophy. The company is dedicated to providing exceptional financial services, focusing on personalized wealth management solutions for its clients. Julius Baer Gruppe AG places a high emphasis on integrity, professionalism, and trust in their dealings. With a commitment to long-term relationships, they strive to deliver innovative and comprehensive financial solutions tailored to individual needs. By combining extensive expertise with a global perspective, Julius Baer Gruppe AG aims to create sustainable value for their clients while adhering to the highest standards of ethics and responsibility.

In which countries and regions is Julius Baer Gruppe primarily present?

Julius Baer Gruppe AG is primarily present in Switzerland, with its headquarters located in Zurich. As one of the leading Swiss private banking groups, the company also has a strong presence in other key financial centers worldwide. Julius Baer serves clients globally, with a particular focus on Europe, the Asia-Pacific region, and the Middle East. With a network of offices spanning over 25 countries, including major cities such as Geneva, Singapore, Dubai, and Hong Kong, Julius Baer Gruppe AG offers its high-net-worth clients a comprehensive range of advisory and wealth management services.

What significant milestones has the company Julius Baer Gruppe achieved?

Julius Baer Gruppe AG has achieved several significant milestones in its history. The company has successfully established itself as a leading Swiss private banking group since its foundation in 1890. Over the years, Julius Baer has expanded its global presence, with a strong focus on wealth management services. The company has consistently delivered strong financial results and has been recognized for its outstanding client service. Julius Baer has also made strategic acquisitions and partnerships to further enhance its market position. With a rich heritage and commitment to excellence, Julius Baer Gruppe AG continues to be a trusted name in the financial industry.

What is the history and background of the company Julius Baer Gruppe?

Julius Baer Gruppe AG is a renowned Swiss private banking group with a rich history and solid background. Established in 1890, the company has grown into a global leader in wealth management services. Julius Baer prides itself on providing exceptional financial solutions and personalized advice to high-net-worth individuals and institutional clients. With a strong focus on client satisfaction and long-term relationships, Julius Baer has expanded its presence across key international financial centers. Combining traditional values with innovative strategies, the company continues to adapt and thrive in the ever-evolving financial landscape, earning its reputation as a trusted partner in wealth management.

Who are the main competitors of Julius Baer Gruppe in the market?

The main competitors of Julius Baer Gruppe AG in the market are Credit Suisse Group AG, UBS Group AG, and Swissquote Group Holding Ltd.

In which industries is Julius Baer Gruppe primarily active?

Julius Baer Gruppe AG is primarily active in the financial services industry. With its headquarters in Switzerland, the company offers a wide range of private banking and wealth management services. As one of the leading global wealth managers, Julius Baer caters to high-net-worth individuals and families, providing investment advice, asset management, and financial solutions. Its expertise and focus within the financial services sector position Julius Baer Gruppe AG as a trusted partner for clients seeking personalized and comprehensive wealth management services.

What is the business model of Julius Baer Gruppe?

The business model of Julius Baer Gruppe AG focuses on providing comprehensive wealth management services. As a leading Swiss private banking group, Julius Baer offers a range of financial solutions tailored to meet the individual needs of its clients. The company is committed to preserving and growing its clients' wealth over the long term by offering personalized investment advice, portfolio management, and access to a wide range of investment products. Julius Baer's strong expertise in global financial markets, combined with its client-centric approach, has positioned it as a trusted partner for individuals and institutions seeking to achieve their financial goals.

What is the P/E ratio of Julius Baer Gruppe 2025?

The Julius Baer Gruppe P/E ratio is 12.62.

What is the P/S ratio of Julius Baer Gruppe 2025?

The Julius Baer Gruppe P/S ratio is 2.78.

What is the Quality Investing of Julius Baer Gruppe?

The Quality Investing for Julius Baer Gruppe is 5/10.

What is the revenue of Julius Baer Gruppe 2025?

The expected Julius Baer Gruppe revenue is 3.95 B CHF.

How high is the profit of Julius Baer Gruppe 2025?

The expected Julius Baer Gruppe profit is 868.05 M CHF.

What is the business model of Julius Baer Gruppe

The Julius Baer Group AG is a global private banking group headquartered in Zurich, Switzerland. It offers a wide range of services from wealth management to investment advice, primarily for wealthy private clients in Europe. The bank is divided into three main business areas: Watchmaking, International Private Banking, and Asset Management. The Watchmaking division focuses on traditional Swiss watchmaking craftsmanship and specializes in producing high-quality watches and timepieces. The International Private Banking division offers a variety of services to clients holding wealth ranging from CHF 1 million to CHF 500 million, including credit facilities, financing and investment advice, investment management, as well as wealth and estate planning. The Asset Management division provides specialized asset management services for private and institutional clients worldwide, including portfolio management, investment funds, structured products, and hedge funds. Julius Baer Group AG offers a wide range of products to meet the specific needs of each customer, including traditional banking services such as credit and deposit accounts, as well as specialized investment products such as hedge funds and private equity services. The bank also emphasizes the integration of technology into its business practices to provide an additional level of customer service and adaptability. This includes offering digital services such as online portfolios and a mobile investment app that provides customers with access to their portfolios, real-time information, and analysis tools. Julius Baer also places great importance on adhering to the highest ethical and professional standards and has established a number of internal and external committees to ensure compliance with the strictest rules and regulations. The bank operates internationally and has offices in Europe, Asia, and Latin America. In summary, the business model of Julius Baer Group AG encompasses a wide range of specialized financial services for wealthy private clients, institutional investors, and affluent retail clients worldwide. The bank offers a variety of products and services, including traditional banking services, investment products, and digital solutions tailored to the specific needs of each customer. Ensuring the highest ethical and professional standards is a central concern for the bank.

What is the Julius Baer Gruppe dividend?

Julius Baer Gruppe pays a dividend of 2.6 CHF distributed over 1 payouts per year.

How often does Julius Baer Gruppe pay dividends?

Julius Baer Gruppe pays out a dividend 1 times a year.

What is the Julius Baer Gruppe ISIN?

The ISIN of Julius Baer Gruppe is CH0102484968.

What is the Julius Baer Gruppe WKN?

The WKN of Julius Baer Gruppe is A0YBDU.

What is the Julius Baer Gruppe ticker?

The ticker of Julius Baer Gruppe is BAER.SW.

How much dividend does Julius Baer Gruppe pay?

Over the past 12 months, Julius Baer Gruppe paid a dividend of 2.6 CHF . This corresponds to a dividend yield of about 4.87 %. For the coming 12 months, Julius Baer Gruppe is expected to pay a dividend of 1.79 CHF.

What is the dividend yield of Julius Baer Gruppe?

The current dividend yield of Julius Baer Gruppe is 4.87 %.

When does Julius Baer Gruppe pay dividends?

Julius Baer Gruppe pays a quarterly dividend. This is distributed in the months of May, May, May, May.

How secure is the dividend of Julius Baer Gruppe?

Julius Baer Gruppe paid dividends every year for the past 20 years.

What is the dividend of Julius Baer Gruppe?

For the upcoming 12 months, dividends amounting to 1.79 CHF are expected. This corresponds to a dividend yield of 3.35 %.

In which sector is Julius Baer Gruppe located?

Julius Baer Gruppe is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Julius Baer Gruppe kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Julius Baer Gruppe from 4/16/2025 amounting to 2.6 CHF, you needed to have the stock in your portfolio before the ex-date on 4/14/2025.

When did Julius Baer Gruppe pay the last dividend?

The last dividend was paid out on 4/16/2025.

What was the dividend of Julius Baer Gruppe in the year 2024?

In the year 2024, Julius Baer Gruppe distributed 2.6 CHF as dividends.

In which currency does Julius Baer Gruppe pay out the dividend?

The dividends of Julius Baer Gruppe are distributed in CHF.

2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025e	2026e	2027e	2028e	2029e
1.95	2.46	2.52	1.88	2.08	2.05	2.14	2.52	2.95	3.15	3.39	3.86	4.01	4.11	4.06	4.27	4.52	5.85	6.28	3.95	4.23	4.5	4.75	5.49
-	25.94	2.48	-25.22	10.20	-1.25	4.34	17.87	16.98	6.89	7.71	13.73	3.81	2.57	-1.24	5.12	5.98	29.26	7.46	-37.14	7.14	6.43	5.55	15.45
197.49	156.82	153.02	204.62	185.69	188.04	180.22	152.90	130.70	122.28	113.52	99.82	96.16	93.75	94.92	90.30	85.21	65.92	61.34	97.59	91.09	85.58	81.08	70.23
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	3.85	0	0	0	0	0	0	0
0.29	0.39	0.36	0.39	0.35	0.26	0.27	0.19	0.37	0.12	0.62	0.7	0.74	0.46	0.7	1.08	0.95	0.45	1.02	0.87	1.05	1.24	1.34	1.28
-	35.52	-9.41	8.99	-9.54	-26.78	3.89	-29.96	95.72	-66.94	411.57	13.73	4.40	-36.87	50.43	55.01	-12.29	-52.16	125.11	-15.07	20.85	18.40	7.81	-4.71
-	-	-	-	0.39	0.59	0.59	0.60	0.60	1.00	1.10	1.20	1.40	1.50	0.75	1.28	2.60	2.60	2.60	2.60	1.79	2.20	2.43	2.25
0	0	0	0	0	51.28	0	1.69	0	66.67	10	9.09	16.67	7.14	-50	70.67	103.13	0	0	0	-31.15	22.91	10.45	-7.41
211.51	211.51	209.76	211.56	210.86	207.62	202.46	214.24	218.45	218.61	217.41	216.9	217.98	217.02	215.02	213.97	208.31	205.64	205.4	0	0	0	0	0
-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

Scope 1 - Direct Emissions	2,736
Scope 2 - Indirect emissions from purchased energy	4,143
Scope 3 - Indirect emissions within the value chain	9,126
Total CO₂ emissions	6,879
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Percentage of female employees	42.7
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

Stock Exchange	Julius Baer Gruppe Ticker
DÜSSELDORF	JGE.DU
FRANKFURT	JGE.F
LONDON	0QO6.L
MUNICH	JGE.MU
PNK	JBARF
SIX	BAER.SW

Julius Baer Gruppe Ticker	Julius Baer Gruppe FIGI
BAER:SW	BBG000PJ8DQ5
BAER:EO	BBG000PLWJ80
BAER:XC	BBG000PLWL03
BAER:XE	BBG000PLWMZ3
BAER:XL	BBG000PLWNY2
BAER:XO	BBG000PLWPG7
BAER:XS	BBG000PLWSB6
BAER:E1	BBG000PLWTX0
BAER:XT	BBG000PLWV38
BAER:XW	BBG000PLWVC8
BAERZ:IX	BBG000PM17X0
JGE:GR	BBG000PM1LH7
JGE:GF	BBG000PM1LS5
JGE:GS	BBG000PM1N01
JGE:GM	BBG000PM1N92
JGE:GB	BBG000PM1NV7
JBARF:US	BBG000PMYKK9
JBARF:UV	BBG000PMYSH6
BAERZ:TQ	BBG000PN38K8
BAERZ:EB	BBG000PN77D4
BAERGBP:EO	BBG000PS98R4
BAERGBP:E1	BBG000PS9JB7
BAERGBP:XT	BBG000PS9KQ8
BAERGBP:XW	BBG000PS9KW1
BAEREUR:EO	BBG000PSGZD1
BAEREUR:XO	BBG000PSH626
BAEREUR:E1	BBG000PSH7R7
BAEREUR:XT	BBG000PSH8V0
BAEREUR:XW	BBG000PSH8Y7
BAERUSD:EO	BBG000PSWZ25
BAERUSD:E1	BBG000PSX8G9
BAERUSD:XT	BBG000PSX8Y9
BAERUSD:XW	BBG000PSX968
BAER:EU	BBG000Q8D0Y1
BAERZ:S1	BBG001MBXL50
BAER:XV	BBG00591WQ49
BAERGBP:XV	BBG00591WW46
BAEREUR:XV	BBG00591WW73
BAERUSD:XV	BBG00591WWV6
BAERZ:QX	BBG005HVCVL6
BAERZ:L3	BBG006T9JG81
JGED:L3	BBG006T9JGB7
BAERZ:B3	BBG006TBGKN3
JGED:B3	BBG006TBGKS8
BAEREUR:EU	BBG00725LB66
BAER:BW	BBG00874XK69
BAERZ:PO	BBG008GZCCY0
JGED:PO	BBG008H00RX7
JGE:GZ	BBG00FZMF2N3
BAER:SE	BBG00HCY7SK3
BAER:XM	BBG00J9W0NL4
BAERGBP:EU	BBG00JLVWFC4
BAER:XX	BBG00JN7TBY4
BAERGBP:XX	BBG00JN7THZ0
0QO6:LO	BBG00JQ4V2D8
BAERN:MM	BBG00L7CRX34
BAERN:MF	BBG00L7CRX43
BAERN:MU	BBG00L7CRX52
BAERCHF:T2	BBG00N0VLHC6
BAERCHF:WT	BBG00NR935D1
BAERUSD:EP	BBG00R87FQ93
BAERUSD:EZ	BBG00R87FQC9
BAERUSD:EU	BBG00R87FQF6
BAERZ:L1	BBG00Y7BFN97
JGED:L1	BBG00Y91V6K3
JGE:LA	BBG018H91R11
JGE:LU	BBG018J2PRX3

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Julius Baer Gruppe Stock BAER.SW

Price

Price

TickerBAER.SW

ISINCH0102484968

WKNA0YBDU

Julius Baer Gruppe stock price

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Ticker
BAER.SW

ISIN
CH0102484968

WKN
A0YBDU