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Julius BĂ€r disappoints despite record profit â shares fall
Julius BĂ€r reported an IFRS net profit of CHF 673m in the first half of 2026 and an allâtime high in assets under management of CHF 547bn, but remained well below its 4â5% target with annualized net new money growth of 2.2%. Management signaled that the unusually high client activity in the first quarter is not expected to recur in the short term, and the cautious outlook heightened investor concerns. Against the backdrop of a positive market environment, this triggered a clear companyâspecific âsell the newsâ reaction and pushed the share price sharply lower. » More on de.investing.com
Julius BĂ€r posts record group profit thanks to record-high assets under management
Julius BÀr reports a record group profit of CHF 673 million for H1 2026 and earnings per share of CHF 3.27, supported by an all-time high in assets under management of CHF 547 billion. Operating income rose 26% to CHF 2,276 million, the adjusted cost/income ratio improved to 62.6% and the CET1 ratio climbed to 18.5%. Net new money inflows amounted to CHF 5.7 billion, the balance sheet remained very liquid with an LCR of 344%; the group confirms its medium-term targets and is focused on accelerated organic growth. » More on de.investing.com
Julius BĂ€r appoints Peter Burrill as CFO effective August 17
Peter Burrill will become CFO of Julius BÀr and a member of the executive board effective August 17. He is joining from Standard Chartered, where he most recently served as interim head of finance, and brings prior experience from Deutsche Bank and KPMG. He succeeds Evie Kostakis, who is stepping down after an orderly handover; CEO Bollinger thanked her for her many years of service. The stock traded slightly firmer at CHF 72.68. » More on finanzen.net
Historical dividends Dividends
All dividend metrics All metricsFinancials
| (EUR) | June 2026 | |
|---|---|---|
| Revenue | 3.35B | - |
| Gross profit | 2.58B | - |
| Net profit | 724.14M | - |
| EBITDA | 924.08M | - |
Fundamentals
| Metric | Value |
|---|---|
Market capitalization | âŹ16.5B |
Number of shares | 205.76M |
52-week high/low | âŹ82.23 - âŹ55.59 |
Dividend yield | 3.52% |
Dividends TTM | âŹ2.82 |
Beta | 0.87 |
P/E ratio | 13.36 |
PEG ratio | 0.42 |
P/B ratio | 2.07 |
P/S ratio | 2.55 |
Company profile
Die Julius BĂ€r Gruppe AG bietet Vermögensverwaltungslösungen in der Schweiz, Europa, Nord- und SĂŒdamerika, Asien und international an. Die Lösungen umfassen Vermögensverwaltungsmandate, Anlageberatungsmandate, WertschriftenausfĂŒhrung und -beratung, Devisen und Edelmetalle, Family Office Services, Lombardkredite, strukturierte Produkte, Global Custody, Immobilienberatung und -finanzierung sowie Vermögensplanung. Sie betreibt zudem eine offene Produkt- und Dienstleistungsplattform. Die Julius BĂ€r Gruppe AG wurde im Jahr 1890 gegrĂŒndet und hat ihren Hauptsitz in ZĂŒrich, Schweiz.
| Name | Julius Baer |
| CEO | Stefan Bollinger |
| Headquarters | Zurich,
zh Switzerland |
| Website | |
| Sector | Financials |
| Industry | Banks |
| IPO | 01/03/2000 |
| Employees | 7,390 |
Deep Dive
Ticker symbols
| Exchange | Symbol |
|---|---|
Pnk | JBARF |
SIX | BAER.SW |
London | 0QO6.L |
MĂŒnchen | JGE.MU |
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Shareholders of Julius Baer also invest in the following assets