OTC · Financial - Conglomerates

Julius Baer Gruppe AG (JBARF) Stock

$91.31 +0.00% OTC: JBARF Financial Services

Julius Bär Gruppe AG engages in the provision of private banking services. Its services include discretionary mandates, investment advisory, open product and service platform, financial market services, investor services, financing, and wealth planning.

Valuation

MetricValue
Price$91.31
Market Cap$18.79B
P/E Ratio12.62
P/B Ratio1.95
P/S Ratio2.40
EPS (TTM)$7.24
52-Week High$94.47
52-Week Low$64.68
Dividend Yield3.65%

Financials & Margins

MetricValue
ROE15.62%
ROA0.98%
ROCE1.19%
Gross Margin74.71%
Operating Margin23.04%
Net Margin19.03%
Debt/Equity1.51
Current Ratio20.89

Annual Financials (USD)

Metric20212022202320242025
Revenue$4.0B$4.3B$3.2B$3.9B$5.9B
Operating Profit$1.3B$1.3B$656.0M$1.1B$938.0M
Net Profit$1.1B$950.0M$454.0M$1.0B$764.0M
EPS$5.06$4.56$2.21$4.97$3.72
Op Margin31.5%30.2%20.3%27.4%15.8%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$116.3B$105.6B$96.8B$105.1B$107.5B
Total Liabilities$109.6B$99.4B$90.6B$98.2B$100.3B
Cash$25.8B$18.9B$13.5B$13.8B$7.2B
Borrowings$16.9B$14.1B$6.1B$20.6B$8.2B

Latest News

Stocks to Watch: GM, BAE Systems, Novartis, Swatch The Wall Street Journal · Jul 21, 2026 Julius Baer first half profit more than doubles on strong inflows Private Banker International · Jul 21, 2026 Julius Baer Net Profit More Than Doubles to Record High The Wall Street Journal · Jul 21, 2026 CFOs On the Move: Week ending July 10 CFO.com · Jul 10, 2026 Comex Gold Settles 1.79% Lower at $4070.90 The Wall Street Journal · Jul 8, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$321.0M$1.9B$-929.0M$2.1B$100.0M
Investing Cash Flow$568.0M$-5.6B$-1.9B$2.6B$781.0M
Financing Cash Flow$-446.0M$-3.1B$-232.0M$-60.0M$-4.3B
Net Cash Flow$2.7B$-6.9B$-2.7B$4.6B$2.0B
Free Cash Flow$124.0M$1.7B$-1.2B$1.9B$-148.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.40
EV / EBITDA11.89
FCF Yield0.30%
Quick Ratio20.89
Interest Coverage0.91
Return 1Y32.33%
Return 3Y65.59%
Return 5Y77.58%

Ownership

Insiders Held0.25%
Institutions Held67.65%
Institutions Float Held67.81%
Institutional HolderSharesReport Date
Dodge & Cox Funds-Dodge & Cox International Stock Fund6,581,5002026-03-31
VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund2,996,0822026-04-30
MFS SERIES TRUST X-MFS International Intrinsic Value Fund2,120,9032026-05-31
VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund1,976,6452026-03-31
Dodge & Cox Funds-Dodge & Cox Global Stock Fund1,896,5002026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AMDUFAmundi S.A. $83.71 +0.00% 13.46 $17.14B 4.84%
AMIGFAdmiral Group plc $50.20 +0.00% 14.35 $15.00B 2.45%
AMIGYAdmiral Group plc $47.82 -1.95% 14.34 $14.65B 2.53%
BKIMFBankinter, S.A. $16.70 +0.00% 12.72 $15.01B 4.37%
BKNIYBankinter, S.A. $17.71 -0.23% 12.72 $15.92B 4.12%

About Julius Baer Gruppe AG

Julius Bär Gruppe AG engages in the provision of private banking services. Its services include discretionary mandates, investment advisory, open product and service platform, financial market services, investor services, financing, and wealth planning. The company was founded by Raymond Julius Baer in 2009 and is headquartered in Zurich, Switzerland.

Julius Baer Gruppe AG is headquartered in CH.

Julius Baer Gruppe AG (JBARF) stock trades at $91.31 with a market capitalization of $18.79B. The stock is valued at a price-to-earnings (P/E) ratio of 12.62, price-to-book of 1.95, price-to-sales of 2.40. Over the past 52 weeks the stock has ranged between $64.68 and $94.47, and currently trades 3.3% below its 52-week high. It pays a dividend yielding 3.65%.

On profitability, Julius Baer Gruppe AG generates a return on equity (ROE) of 15.62%, above the typical market average, return on capital employed of 1.19%, an operating margin of 23.04%, a net profit margin of 19.03%.

In its most recent fiscal year, Julius Baer Gruppe AG reported annual revenue of $5.9B, net profit of $764.0M, revenue has compounded at 10.6% a year over the last five years, profit at 1.8% a year.

The balance sheet shows a debt-to-equity ratio of 1.51, a current ratio of 20.89, total assets of $107.5B, $7.2B in cash and equivalents.

JBARF has an average daily trading volume of 2,886 shares, a beta of 0.87.

Official website: www.juliusbaer.com

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