64.22CHF+0.31%Mkt Cap: 13.16B CHFP/E: 17.31Last update: 2026-06-01
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securit…
Industry Peers
Asset Management363.02BSEKP/E 46.5
220.70BSEKP/E 5.5
216.45BSEKP/E 5.4
158.99BUSDP/E 25.7
144.53BUSDP/E 30.3
89.00BUSDP/E 32.5
75.08BUSDP/E 81.4
44.10BUSDP/E 16.2
Indicators:|
Key Statistics
Company
Market Cap13.16B CHF
Enterprise Value3.09B CHF
Revenue (TTM)3.76B CHF
Gross Profit3.76B CHF
Net Income (TTM)763.70M CHF
Revenue/Share18.30 CHF
Last Price64.22 CHF
Fiscal Year EndDec 2025
MR QuarterDec 2025
Employees7.4K
CountryCH
SectorFinancial Services
IndustryAsset Management
ISINUS48137C1080
Valuation
P/E (Trailing)17.31
P/E (Forward)10.60
PEG2.74
EV/EBITDA—
EV/Revenue0.82
P/S3.49
P/B1.82
EPS (TTM)3.71
EPS (Forward)6.03
52W Range
50.7875% of range68.70
52W High68.70 CHF
52W Low50.78 CHF
Profitability
Gross Margin0.00%
Oper. Margin33.80%
EBITDA Margin0.00%
Profit Margin18.74%
ROE10.57%
ROA0.71%
Growth
Revenue Growth1.80%
Earnings Growth-18.00%
Cash Flow & Leverage
Operating CF1.23B CHF
CapEx (TTM)247.30M CHF
FCF Margin—
FCF Yield—
Net Debt-10.04B CHF
Net Debt/EBITDA—
Balance Sheet
Debt/Equity0.59
Current Ratio—
Quick Ratio—
Book Value/Sh35.26 CHF
Cash/Share197.47 CHF
Dividends
Fwd Div Rate2.600 CHF
Trail. Div Rate2.600 CHF
Div. Yield4.06%
5Y Avg Yield4.59%
Payout Ratio70.08%
Ex-Div DateApr 13, 2026
Pay DateApr 16, 2025
Analyst Consensus
Rating2.2 (Buy)
Target (Mean)69.41 CHF
Target Range56.00 CHF – 78.00 CHF
# Analysts17
Ownership
Shares Out.205.00M
Float204.24M
Insiders0.25%
Institutions67.43%
Technical
SMA 5062.86 (+2.2%)
SMA 20060.51 (+6.1%)
Beta0.89
S&P 52W Chg27.70%
Avg Vol (30d)566.86K
Avg Vol (10d)856.80K
Technical Indicators
RSI (14)47.7
MACD0.4324
MACD Signal1.0033
MACD Hist.-0.5708
BB Upper69.48 CHF
BB Middle65.67 CHF
BB Lower61.86 CHF
BB Width11.60%
ATR (14)1.984 CHF
Vol Ratio (20d)3.77x