Julius Bär Gruppe AG

BATS-CHIXE:BAERz Stock Report

Market Cap: CHF 11.9b

Julius Bär Gruppe Balance Sheet Health

Financial Health criteria checks 4/6

Julius Bär Gruppe has total assets of CHF100.2B and total equity of CHF6.2B. Total deposits are CHF66.1B, and total loans are CHF42.0B.

Key information

16.2x

Asset to equity ratio

n/a

Net interest margin

Total deposits

CHF 66.12b

Loan to deposit ratio

Appropriate

Bad loans

2.1%

Allowance for bad loans

Low

Current ratio

Low

Cash & equivalents

CHF 32.83b

Recent financial health updates

No updates

Recent updates

Financial Position Analysis


Debt to Equity History and Analysis


Balance Sheet


Financial Institutions Analysis

Asset Level: BAERz's Assets to Equity ratio (16.2x) is moderate.

Allowance for Bad Loans: BAERz has a low allowance for bad loans (84%).

Low Risk Liabilities: 70% of BAERz's liabilities are made up of primarily low risk sources of funding.

Loan Level: BAERz has an appropriate level of Loans to Assets ratio (42%).

Low Risk Deposits: BAERz's Loans to Deposits ratio (63%) is appropriate.

Level of Bad Loans: BAERz has a high level of bad loans (2.1%).


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