Julius Bär Gruppe AG

BATS-CHIXE:BAERz Stock Report

Market Cap: CHF 13.2b

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 tenure2.6yrs
Board average tenure4.4yrs

Recent management updates

Recent updates


CEO

Stefan Bollinger (50 yo)

less than a year

Tenure

Mr. Stefan Bollinger serves as Chief Executive Officer since January 2025 at Julius Bar Gruppe AG. He serves as Chief Executive Officer and Member of Executive Board at Bank Julius Baer & Co. Ltd. since Ja...


Leadership Team

NamePositionTenureCompensationOwnership
Stefan Bollinger
Chief Executive Officerless than a yearno datano data
Evangelia Kostakis
CFO & Member of the Executive Board2.6yrsno data0.012%
CHF 1.6m
Christoph Hiestand
Group General Counsel & Member of the Executive Board1.1yrsno datano data
Guido Ruoss
Chief Human Resources Officer & Corporate Affairs and Member of Executive Board9.5yrsno datano data
Carlos Miralles
Head of Americas & Iberia and Member of Executive Board1.3yrsno datano data
Oliver Bartholet
Chief Risk Officer & Member of Executive Board6.9yrsno data0.032%
CHF 4.3m
Kong Lee
Member of the Executive Board & Head of Asia Pacific5.1yrsno data0.061%
CHF 8.0m
Yves Bonzon
Co-Head of IWMS9.1yrsno data0.042%
CHF 5.5m
Nicolas de Skowronski
Co-Head of IWMS5.1yrsno data0.028%
CHF 3.7m
Luigi Vignola
Head of Markets & Member of Executive Board2.6yrsno data0.024%
CHF 3.2m
Rahul Malhotra
Head of Emerging Markets & Member of Executive Board1.1yrsno datano data
Sonia Gossi
Head of Switzerland & Europe & Member of Executive Board1.1yrsno datano data

2.6yrs

Average Tenure

54yo

Average Age

Experienced Management: BAERz's management team is considered experienced (2.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kenny Choy
Team Head for Greater China Markets & Executive Directorless than a yearno datano data
Raymond Baer
Honorary Chairman12.8yrsCHF 5.00kno data
Romeo Lacher
Independent Non-Executive Chairman5.8yrsCHF 654.00k0.025%
CHF 3.3m
Olga Zoutendijk
Independent Director5.8yrsCHF 258.00k0.0050%
CHF 663.8k
Kathryn Shih
Independent Director4.4yrsCHF 293.00k0.0042%
CHF 558.4k
Bruce Fletcher
Independent Directorless than a yearno datano data
Tomas Muina
Independent Director2.8yrsCHF 306.00k0.0021%
CHF 270.0k
Richard Campbell-Breeden
Independent Vice Chairman6.8yrsCHF 299.00k0.010%
CHF 1.4m
Juerg Hunziker
Independent Director1.8yrsCHF 199.00k0.00024%
CHF 31.6k
Eunice Zehnder-Lai
Independent Director5.8yrsCHF 290.00k0.0050%
CHF 663.8k
Andrea Sambo
Independent Directorless than a yearno datano data

4.4yrs

Average Tenure

63yo

Average Age

Experienced Board: BAERz's board of directors are considered experienced (4.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/02 07:58
End of Day Share Price 2025/01/31 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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 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 42 analysts. 13 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
Joachim MathaBank am Bellevue