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Julius Bär Gruppe Ag(OTC) JBARF

Market Cap$18.51BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (2009)+149%
5 Year+69%
1 Year+26%
1 Month-5%
$89.78
-0.21%
-0.19Today
Julius Bär Gruppe Ag last closing stock price
MetricPriceDate
Last closeUSD 89.972026-09-14
Julius Bär Gruppe Ag stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-4.05%USD 93.772026-09-04
1 month-4.85%USD 94.562026-08-14
3 month+6.5%USD 84.482026-06-16
Year to date+16.75%USD 77.062025-12-31
1 year+26.22%USD 71.282025-09-12
3 year+56.11%USD 57.632023-09-15
5 year+68.64%USD 53.352021-09-10
Since inception+148.94%USD 36.142009-10-14

Julius Bär Gruppe Ag Financials at a Glance

Market Cap

$18.51BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

CHF 9.74B

Net Income (TTM)

CHF 2.00B

EPS (TTM)

$7.00

P/E Ratio

12.83

Dividend

$3.33

Beta (Volatility)

0.23 (Low)

Price

$89.78

Volume

4,793

Open

$89.78

Previous Close

$89.97

Daily Range

$89.78 - $89.78

52-Week Range

$64.68 - $95.68

Estimated Earnings Date

Jul 21, 2026

JBARF News

No articles available.

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About Julius Bär Gruppe Ag

Julius Baer Gruppe AG is a prominent player in the private banking sector, specializing in wealth management and investment advisory services. Founded in 2009 and headquartered in Zurich, Switzerland, the company offers a comprehensive range of financial services tailored to high-net-worth individuals and institutional clients.

Products and Services
  • Discretionary mandates for personalized investment management
  • Investment advisory services to optimize client portfolios
  • Wealth planning and financial market services for comprehensive financial strategies
Growth Outlook
  • Revenue increased to CHF 3.09 billion in Q2 2026, reflecting strong client demand
  • Net income rose to CHF 668 million in Q2 2026, showcasing effective cost management
  • Long-term investments reached CHF 84.77 billion, indicating robust asset growth
Financial Highlights
  • Trailing twelve-month revenue of CHF 11.5 billion, demonstrating consistent growth
  • Net profit margin of 19.03% for the trailing twelve months, indicating strong profitability
  • Dividend yield of 3.51%, providing attractive returns to shareholders
Julius Baer Gruppe AG has established itself as a leader in the asset management industry, focusing on delivering tailored financial solutions. The company's recent financial performance highlights its ability to adapt to market conditions while maintaining profitability. The growth in revenue and net income reflects a strong demand for its services, positioning the company favorably for future expansion. With a solid dividend yield, Julius Baer offers potential investors an opportunity to benefit from both capital appreciation and income generation. The company's commitment to wealth management and investment advisory services continues to attract high-net-worth clients, ensuring a robust growth trajectory in the coming years.
AI Generated • Sep 10, 2026

Industry

Capital Markets

Sector

Financials

Employees

7,390

CEO

Stefan Rolf Bollinger

Website

www.juliusbaer.com

Headquarters

Zurich, ZH 8010, CH

JBARF Financials

Key Financial Metrics (TTM)

Gross Margin

74.71%

Operating Margin

23.04%

Net Income Margin

19.03%

Return on Equity

15.62%

Return on Capital

6.07%

Return on Assets

0.98%

Earnings Yield

7.79%

Dividend Yield

3.70%

Payout Ratio

46.96%

Stock Overview

Market Cap

$18.51BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

205.76M

Volume

4.79K

Avg. Volume

1.58K

Financials (TTM)

Gross Profit

CHF 8.30B

Operating Income

CHF 2.28B

EBITDA

CHF 2.11B

Operating Cash Flow

CHF 4.72B

Capital Expenditure

-CHF 531.82M

Free Cash Flow

CHF 4.19B

Cash & ST Invst.

CHF 7.44B

Total Debt

CHF 11.10B

Julius Bär Gruppe Ag Performance Analysis

Julius Bär Gruppe Ag annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20222022-12-31CHF 4,735,488,6311.4%
20232023-12-31CHF 6,504,744,46237.4%
20242024-12-31CHF 7,132,543,8019.7%
20252025-12-31CHF 7,331,849,3492.8%
Julius Bär Gruppe Ag sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q42024-12-310.4%
Q22025-06-30-7.3%
Q42025-12-3159.6%
Q22026-06-306.9%
Julius Bär Gruppe Ag annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20222022-12-31CHF 4.77-13.7%
20232023-12-31CHF 2.46-48.5%
20242024-12-31CHF 5.64129.6%
20252025-12-31CHF 4.47-20.7%
Julius Bär Gruppe Ag sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q42024-12-3125.9%
Q22025-06-30-48.0%
Q42025-12-3158.3%
Q22026-06-3042.1%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
Q2 2026YOY CHG

Revenue

CHF 3.09B

+58.8%

Gross Profit

CHF 2.38B

+22.3%

Gross Margin

77.02%

N/A

Market Cap

$18.51BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

N/A

Market Cap/Employee

$2.51M

N/A

Employees

7,390

N/A

Net Income

CHF 668.42M

+47.9%

EBITDA

CHF 852.98M

+29.2%

Quarterly Fundamentals

Name
Q2 2026YOY CHG

Total Cash

CHF 7.44B

-63.4%

Total Debt

CHF 11.10B

-50.2%

Accounts Receivable

CHF 0.00

-100.0%

Inventory

CHF 0.00

N/A

Long Term Debt

CHF 10.74B

-51.8%

Short Term Debt

CHF 356.09M

N/A

Return on Assets

0.98%

N/A

Return on Invested Capital

1.19%

N/A

Free Cash Flow

CHF 930.34M

-66.6%

Operating Cash Flow

CHF 1.08B

-62.8%

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Questions About JBARF

What is the current price of Julius Bär Gruppe Ag?

Julius Bär Gruppe Ag is trading at $89.78 per share.

What is the 52-week range for Julius Bär Gruppe Ag?

Over the past 52 weeks, Julius Bär Gruppe Ag has traded between $64.68 and $95.68.

How much debt does Julius Bär Gruppe Ag have?

As of the most recent reporting period, Julius Bär Gruppe Ag reported total debt of CHF 10.36B.

How much cash does Julius Bär Gruppe Ag have on hand?

Julius Bär Gruppe Ag does not have cash on hand data available.

What is Julius Bär Gruppe Ag’s dividend yield?

Julius Bär Gruppe Ag currently has a dividend yield of 3.70%.

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