Dashboard
1
Weak Capital Buffers- the bank has a low Capital Adequacy Ratio of 0% signifying inadequate buffers against its risk based assets
- Weak Capital Buffers- the bank has a low Capital Adequacy Ratio of 0% signifying inadequate buffers against its risk based assets
- A high ratio signifies bank has weaker due diligence systems when giving out loans
2
Negative results in Jun 25
3
With ROA of 0.90%, it has a Expensive valuation with a 1.62 Price to Book Value
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
4.58%
0%
4.58%
6 Months
12.74%
0%
12.74%
1 Year
1.96%
0%
1.96%
2 Years
34.78%
0%
34.78%
3 Years
12.45%
0%
12.45%
4 Years
1.93%
0%
1.93%
5 Years
22.49%
0%
22.49%
Julius Bär Gruppe AG for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
10.90%
EBIT Growth (5y)
29.44%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
52.25%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
0
ROE (avg)
0
Valuation key factors
Factor
Value
P/E Ratio
11
Industry P/E
Price to Book Value
1.62
EV to EBIT
15.48
EV to EBITDA
11.95
EV to Capital Employed
1.50
EV to Sales
5.04
PEG Ratio
0.09
Dividend Yield
4.90%
ROCE (Latest)
9.66%
ROE (Latest)
15.17%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
Mildly Bullish
Mildly Bullish
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
About Julius Bär Gruppe AG 
Julius Bär Gruppe AG
Finance
Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AG’s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltd’s Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.
Company Coordinates 
Company Details
Bahnhofstrasse 36 , ZUERICH None : 8001
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