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CH0102484968
A0YBDU
JBARF

Julius Baer

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Forecast

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  • Julius Bär disappoints despite record profit – shares fall

    Julius Bär reported an IFRS net profit of CHF 673m in the first half of 2026 and an all‑time high in assets under management of CHF 547bn, but remained well below its 4–5% 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 company‑specific “sell the news” reaction and pushed the share price sharply lower. » More on de.investing.com


  • Julius Bär posts record group profit thanks to record-high assets under management

    Julius Bär 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 Bär appoints Peter Burrill as CFO effective August 17

    Peter Burrill will become CFO of Julius Bär 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 metrics
In 2026, Julius Baer has already paid +2,82 in dividends. The last payout was in April.

Financials

In the last quarter, Julius Baer had revenue of +3,35 Mrd and net profit of +724,14 Mio
(EUR) Jun 2026
YoY
Revenue +3,35 Mrd -
Gross profit +2,58 Mrd -
Net profit +724,14 Mio -
EBITDA +924,08 Mio -

Fundamentals

Metric Value
Market capitalization
+16,60 Mrd
Number of shares
205,76 Mio
52-week high/low
+81,58 - +55,52
Dividend yield
+3,51%
Dividends TTM
+2,82
Beta
0,87
P/E ratio
+13,63
PEG ratio
+0,43
P/B ratio
+2,11
P/S ratio
+2,60

Company profile

Die Julius Bär Gruppe AG bietet Vermögensverwaltungslösungen in der Schweiz, Europa, Nord- und Südamerika, Asien und international an. Die Lösungen umfassen Vermögensverwaltungsmandate, Anlageberatungsmandate, Wertschriftenausführung 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 Bär Gruppe AG wurde im Jahr 1890 gegründet und hat ihren Hauptsitz in Zürich, Schweiz.

Name
Julius Baer
CEO
Stefan Bollinger
Headquarters Zurich, zh
Switzerland
Website
Sector
Financials
Industry
Banks
IPO
01/03/2000
Employees 7.390

Ticker symbols

Exchange Symbol
Pnk
JBARF
SIX
BAER.SW
London
0QO6.L
München
JGE.MU

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