Julius Bär Gruppe AG

SWX:BAER Stock Report

Market Cap: CHF 11.4b

Julius Bär Gruppe Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Stefan Bollinger

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureless than a year
CEO ownershipn/a
Management average tenure2.8yrs
Board average tenure4.7yrs

Recent management updates

Recent updates

Julius Bär Gruppe (VTX:BAER) Has Announced A Dividend Of CHF2.60

Apr 02
Julius Bär Gruppe (VTX:BAER) Has Announced A Dividend Of CHF2.60

Julius Bär Gruppe (VTX:BAER) Is Paying Out A Dividend Of CHF2.60

Mar 19
Julius Bär Gruppe (VTX:BAER) Is Paying Out A Dividend Of CHF2.60
author-image

Stefan Bollinger Plans To Streamline Operations And Improve Client Experiences

Feb 09 A leaner management structure and streamlined operations could enhance efficiency and positively impact net margins.

Earnings Beat: Julius Bär Gruppe AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Feb 07
Earnings Beat: Julius Bär Gruppe AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Julius Bär Gruppe (VTX:BAER) Is Due To Pay A Dividend Of CHF2.60

Feb 06
Julius Bär Gruppe (VTX:BAER) Is Due To Pay A Dividend Of CHF2.60

Analysts Are Updating Their Julius Bär Gruppe AG (VTX:BAER) Estimates After Its Half-Yearly Results

Jul 29
Analysts Are Updating Their Julius Bär Gruppe AG (VTX:BAER) Estimates After Its Half-Yearly Results

CEO

Stefan Bollinger (50 yo)

less than a year

Tenure

Mr. Stefan Bollinger is CEO & Member of Executive Board of Bank Julius Bär & Co. AG from February 3, 2025. Mr. Bollinger serves as Member of Executive Board and Chief Executive Officer at Julius Bar Gruppe...

Leadership Team

NamePositionTenureCompensationOwnership
Nic Dreckmann
COO, Deputy CEO & Member of Executive Boardless than a yearCHF 5.81m0.049%
CHF 5.5m
Stefan Bollinger
CEO & Member of Executive Boardless than a yearno datano data
Evangelia Kostakis
CFO & Member of the Executive Board2.8yrsno data0.012%
CHF 1.3m
Christoph Hiestand
Group General Counsel & Member of the Executive Board1.3yrsno data0.012%
CHF 1.3m
Guido Ruoss
Chief Human Resources Officer & Corporate Affairs and Member of Executive Board9.8yrsno data0.010%
CHF 1.2m
Carlos Miralles
Head of Americas & Iberia and Member of Executive Board1.6yrsno data0.015%
CHF 1.7m
Oliver Bartholet
Chief Risk Officer & Member of Executive Board7.2yrsno data0.020%
CHF 2.3m
Kong Lee
Member of the Executive Board & Head of Asia Pacific5.3yrsno data0.048%
CHF 5.5m
Yves Bonzon
Co-Head of IWMS9.3yrsno data0.036%
CHF 4.1m
Nicolas de Skowronski
Co-Head of IWMS5.3yrsno data0.025%
CHF 2.8m
Luigi Vignola
Head of Markets & Member of Executive Board2.8yrsno data0.017%
CHF 2.0m
Rahul Malhotra
Head of Emerging Markets & Member of Executive Board1.3yrsno data0.023%
CHF 2.6m

2.8yrs

Average Tenure

54yo

Average Age

Experienced Management: BAER's management team is considered experienced (2.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Raymond Baer
Honorary Chairman13.1yrsCHF 5.00kno data
Olga Zoutendijk
Independent Director6.1yrsCHF 300.00k0.0050%
CHF 573.3k
Kathryn Shih
Independent Director4.7yrsCHF 273.00k0.0052%
CHF 588.2k
Bruce Fletcher
Independent Director1.1yrsCHF 239.00kno data
Tomas Muina
Independent Director3.1yrsCHF 311.00k0.0030%
CHF 338.5k
Richard Campbell-Breeden
Independent Vice Chairman7.1yrsCHF 341.00k0.012%
CHF 1.4m
Noel Quinn
Independent Non-Executive Chairmanno datano datano data
Juerg Hunziker
Independent Director2.1yrsCHF 287.00k0.0012%
CHF 133.4k
Eunice Zehnder-Lai
Independent Director6.1yrsCHF 286.00k0.0060%
CHF 679.3k

4.7yrs

Average Tenure

63yo

Average Age

Experienced Board: BAER's board of directors are considered experienced (4.7 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/11 22:08
End of Day Share Price 2025/05/09 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 37 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.

AnalystInstitution
Dieter HeinAlphaValue
Tomasz GrzelakBaader Helvea Equity Research
Roberto de Aguiar AttuchBarclays