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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 metricsFinancials
| (EUR) | Jun 2026 | |
|---|---|---|
| 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 |
Deep Dive
Ticker symbols
| Exchange | Symbol |
|---|---|
Pnk | JBARF |
SIX | BAER.SW |
London | 0QO6.L |
München | JGE.MU |
Discover assets
Shareholders of Julius Baer also invest in the following assets



