BAER Stock Overview Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. More details
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Julius Bär Gruppe AG Competitors Price History & Performance
Summary of share price highs, lows and changes for Julius Bär Gruppe Historical stock prices Current Share Price CHF 57.44 52 Week High CHF 59.86 52 Week Low CHF 43.75 Beta 1.16 1 Month Change 9.62% 3 Month Change 18.19% 1 Year Change 22.11% 3 Year Change -5.46% 5 Year Change 13.92% Change since IPO 49.97%
Recent News & Updates See more updates
High number of new directors Oct 08
Analysts Are Updating Their Julius Bär Gruppe AG (VTX:BAER) Estimates After Its Half-Yearly Results Jul 29
First half 2024 earnings released: EPS: CHF2.20 (vs CHF2.58 in 1H 2023) Jul 28 Julius Bär Gruppe AG to Report Fiscal Year 2024 Final Results on Mar 17, 2025
Julius Baer Hires Urs Brudermann as Group Head Thailand Jul 24
BNP Paribas, UBS Reportedly Show Interest in HSBC’s German Wealth Unit Jul 06 BNP Paribas, UBS Reportedly Show Interest in HSBC’s German Wealth Unit Jul 05
Kenny Choy Joins as Team Head at Julius Baer Jul 04
Julius Baer Announces Executive Changes Apr 16
Upcoming dividend of CHF2.60 per share Apr 08
Full year 2023 earnings: EPS and revenues miss analyst expectations Mar 20
Julius Bär Gruppe (VTX:BAER) Has Affirmed Its Dividend Of CHF2.60 Mar 07
Julius Baer Appoints Malcolm Tay as Group Head of South-East Asia Mar 06
Julius Baer Group Ltd. Announces Board Changes Feb 03
New minor risk - Profit margin trend Feb 02 Julius Baer Group Ltd Proposes Ordinary Dividend for the Financial Year 2023, Payable on April 17, 2024
Julius Bär Gruppe AG to Report First Half, 2024 Results on Jul 25, 2024 Feb 01
Investor sentiment deteriorates as stock falls 15% Nov 24 Julius Baer Promotes Kunal Sumaya to Market Head Global NRI (Non-Resident Indians), Effective 1 January 2024
Consensus EPS estimates fall by 11% Nov 21
Anima Holding SpA (BIT:ANIM) agreed to acquire Kairos Partners SGR SpA from Julius Bär Gruppe AG (SWX:BAER) and other shareholders for €25 million. Nov 18 Anima Holding SpA (BIT:ANIM) agreed to acquire Kairos Partners SGR SpA from Kairos Investment Management SpA, Julius Bär Gruppe AG (SWX:BAER) and other shareholders for €25 million.
Julius Baer Appoints Rahul Malhotra to the Newly Restructured Executive Board Oct 11
Julius Baer Announces Management Changes Oct 10
Julius Baer Appoints Ricccardo Corzani as Head of A New Group and New Market Head for Italy Sep 12
First half 2023 earnings released: EPS: CHF2.58 (vs CHF2.15 in 1H 2022) Jul 26 Julius Bär Gruppe AG, Annual General Meeting, Apr 11, 2024
New minor risk - Shareholder dilution Jun 29
Julius Bär Gruppe AG to Report 10 Months 2023 Results on Nov 20, 2023 May 23
Upcoming dividend of CHF2.60 per share at 4.2% yield Apr 10
Investor sentiment deteriorates as stock falls 15% Mar 16
Full year 2022 earnings: EPS in line with analyst expectations despite revenue beat Feb 05 Julius Bär Gruppe AG to Report First Half, 2023 Results on Jul 24, 2023
Julius Bär Gruppe AG to Report First Half, 2023 Results on Jul 24, 2023 Feb 02
Now 20% undervalued Aug 09
First half 2022 earnings released Jul 26 Julius Bär Gruppe AG to Report Fiscal Year 2022 Final Results on Mar 20, 2023
Julius Baer India Appoints Umang Papneja as Chief Executive Officer Jul 05
Julius Bär Gruppe AG Appoints Luigi Vignola to the Executive Board Jun 29
Management of Fransad Gestion SA acquired Fransad Gestion SA from Julius Bär Gruppe AG (SWX:BAER). Jun 04
An unknown buyer acquired Fransad Gestion SA from Julius Bär Gruppe AG (SWX:BAER). Jun 03
High number of new directors May 31
High number of new directors Apr 27 Julius Bär Gruppe AG Elects Tomas Varela Muia as New Independent Member of the Board of Directors
Upcoming dividend of CHF2.60 per share Apr 07
Investor sentiment deteriorated over the past week Mar 07
Now 21% undervalued after recent price drop Feb 12
Full year 2021 earnings: Revenues in line with analyst expectations Feb 03
Julius Bär Gruppe AG (SWX:BAER) announces an Equity Buyback for CHF 400 million worth of its shares. Feb 03 Julius Baer Group Ltd. Proposes Dividend for the Full Year 2021, Payable on 20 April 2022
Now 22% undervalued after recent price drop Jan 24
Head Global India & Developed Markets Torsten Linke has left the company Sep 07
Consensus EPS estimates increase to CHF5.21 Jul 28
First half 2021 earnings released: EPS CHF2.81 (vs CHF2.28 in 1H 2020) Jul 23
Consensus EPS estimates increase to CHF4.59 May 21
Independent Vice Chairman of the Board Charles Gerald Stonehill has left the company Apr 15
Upcoming dividend of CHF1.75 per share Apr 10
New 90-day high: CHF56.64 Feb 24
Julius Bär Gruppe AG Announces That Charles Stonehill, Chairman Has Decided Not to Stand for Re-Election Feb 16
Full year 2020 earnings released: EPS CHF3.25 (vs CHF2.14 in FY 2019) Feb 02
Revenue and earnings beat expectations Feb 02
Julius Bär Gruppe AG to Report First Half, 2021 Results on Jul 20, 2021 Feb 01
New 90-day high: CHF55.70 Jan 21
New 90-day high: CHF54.24 Jan 06 Shareholder Returns BAER CH Capital Markets CH Market 7D -2.9% -1.6% -0.5% 1Y 22.1% 9.3% 2.8%
See full shareholder returns
Return vs Market: BAER exceeded the Swiss Market which returned 2.8% over the past year.
Price Volatility Is BAER's price volatile compared to industry and market? BAER volatility BAER Average Weekly Movement 3.3% Capital Markets Industry Average Movement 3.1% Market Average Movement 3.3% 10% most volatile stocks in CH Market 7.4% 10% least volatile stocks in CH Market 1.6%
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 (3%) has been stable over the past year.
About the Company Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company offers investment advisory and discretionary mandates; structured products, securities execution and advisory, private markets and fund offering; wealth planning, family office services; asset servicing, and lombard lending solutions. It also provides open product platform solutions.
Show more Julius Bär Gruppe AG Fundamentals Summary How do Julius Bär Gruppe's earnings and revenue compare to its market cap? BAER fundamental statistics Market cap CHF 11.76b Earnings (TTM ) CHF 374.20m Revenue (TTM ) CHF 3.15b
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) BAER income statement (TTM ) Revenue CHF 3.15b Cost of Revenue CHF 0 Gross Profit CHF 3.15b Other Expenses CHF 2.78b Earnings CHF 374.20m
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 03, 2025
Earnings per share (EPS) 1.83 Gross Margin 100.00% Net Profit Margin 11.86% Debt/Equity Ratio 403.5%
How did BAER perform over the long term?
See historical performance and comparison Dividends
4.5% Current Dividend Yield
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2024/12/19 21:56 End of Day Share Price 2024/12/19 00:00 Earnings 2024/06/30 Annual Earnings 2023/12/31
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 Income statement Cash flow statement Balance sheet Analyst Consensus Estimates +3 years Forecast financials Analyst price targets Market Prices 30 years Stock prices Dividends, Splits and Actions Ownership 10 years Top shareholders Insider trading Management 10 years Leadership team Board of directors Key Developments 10 years
* 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 here .
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 .
Analyst Sources Julius Bär Gruppe AG is covered by 41 analysts. 14 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 Dieter Hein AlphaValue Tomasz Grzelak Baader Helvea Equity Research Joachim Matha Bank am Bellevue
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