Julius Bär Gruppe Ag logo

Julius Bär Gruppe Ag(OTC) JBAXY

Market Cap$17.38BMarket 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)+260%
5 Year+53%
1 Year+32%
1 Month-4%
$17.03
+0.80%
+0.14Today
Julius Bär Gruppe Ag last closing stock price
MetricPriceDate
Last closeUSD 17.032026-10-15
Julius Bär Gruppe Ag stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week+0.06%USD 17.022026-10-08
1 month-3.87%USD 17.722026-09-15
3 month-5.96%USD 18.112026-07-17
Year to date+13.76%USD 14.972025-12-31
1 year+32.01%USD 12.902025-10-15
3 year+53.92%USD 11.062023-10-16
5 year+53.23%USD 11.112021-10-15
Since inception+260.46%USD 4.692009-12-23

Julius Bär Gruppe Ag Financials at a Glance

Market Cap

$17.38BMarket 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 9.80B

Net Income (TTM)

CHF 2.02B

EPS (TTM)

$1.40

P/E Ratio

12.04

Dividend

$0.66

Beta (Volatility)

0.93 (Low)

Price

$17.03

Volume

110,601

Open

$17.03

Previous Close

$17.03

Daily Range

$16.82 - $17.06

52-Week Range

$13.07 - $18.93

Estimated Earnings Date

Feb 4, 2027

JBAXY News

No articles available.

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About Julius Bär Gruppe Ag

Julius Bär Gruppe AG is a leading Swiss wealth management firm, providing comprehensive financial services to clients globally. Established in 1890 and headquartered in Zurich, the company specializes in investment advisory, discretionary mandates, and wealth planning.

Products and Services
  • Investment advisory and discretionary mandates
  • Structured products and securities execution
  • Wealth planning and family office services
Growth Outlook
  • Revenue of CHF 3.17 billion in Q2 2026, a significant increase
  • Net income of CHF 686.66 million, reflecting strong profitability
  • Consistent growth in assets under management, enhancing market position
Financial Highlights
  • Trailing twelve months (TTM) revenue of CHF 11.5 billion
  • TTM net profit margin of 19.03%, indicating efficient operations
  • Dividend yield of 3.65%, showcasing commitment to shareholder returns
Julius Bär Gruppe AG has established itself as a prominent player in the asset management industry, with a robust portfolio of services tailored to meet the diverse needs of its clientele. The company's recent financial performance demonstrates resilience and growth potential, particularly in its revenue and net income figures. The strong net profit margin indicates effective cost management and operational efficiency, while the attractive dividend yield reflects a commitment to returning value to shareholders. With a focus on expanding its global footprint and enhancing its service offerings, Julius Bär Gruppe AG is well-positioned for continued success in the wealth management sector.
AI Generated • Sep 24, 2026

Industry

Capital Markets

Sector

Financials

Employees

7,390

CEO

Stefan Rolf Bollinger

Website

www.juliusbaer.com

Headquarters

Zurich, ZH 8010, CH

JBAXY 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

5.79%

Return on Assets

0.98%

Earnings Yield

8.31%

Dividend Yield

3.93%

Payout Ratio

46.96%

Stock Overview

Market Cap

$17.38BMarket 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

1.03B

Volume

110.60K

Avg. Volume

86.79K

Financials (TTM)

Gross Profit

CHF 8.24B

Operating Income

CHF 2.30B

EBITDA

CHF 1.36B

Operating Cash Flow

CHF 4.82B

Capital Expenditure

-CHF 542.22M

Free Cash Flow

CHF 4.28B

Cash & ST Invst.

CHF 7.45B

Total Debt

CHF 11.12B

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%
Q42025-12-3158.2%
Q22026-06-3010.8%
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 0.95-13.7%
20232023-12-31CHF 0.49-48.5%
20242024-12-31CHF 1.13129.6%
20252025-12-31CHF 0.89-20.7%
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%
Q42025-12-3156.9%
Q22026-06-3047.8%

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 3.17B

+63.1%

Gross Profit

CHF 2.44B

+25.6%

Gross Margin

77.02%

N/A

Market Cap

$17.38BMarket 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

$2.35M

N/A

Employees

7,390

N/A

Net Income

CHF 686.66M

+51.9%

EBITDA

CHF 876.10M

+32.7%

Quarterly Fundamentals

Name
Q2 2026YOY CHG

Total Cash

CHF 7.45B

-63.3%

Total Debt

CHF 11.12B

-50.1%

Accounts Receivable

CHF 0.00

-100.0%

Inventory

CHF 0.00

N/A

Long Term Debt

CHF 10.76B

-51.7%

Short Term Debt

CHF 356.83M

N/A

Return on Assets

0.98%

N/A

Return on Invested Capital

1.19%

N/A

Free Cash Flow

CHF 955.72M

-65.7%

Operating Cash Flow

CHF 1.11B

-61.8%

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Questions About JBAXY

What is the current price of Julius Bär Gruppe Ag?

Julius Bär Gruppe Ag is trading at $17.03 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 $13.07 and $18.93.

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 3.93%.

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