What is Julius Bär Gruppe AG (JBAXY) stock price today?

Julius Bär Gruppe AG (JBAXY) is currently trading at $18.58, up 1.25% today.

What is JBAXY P/E ratio?

Julius Bär Gruppe AG's P/E ratio is 20.03. This is near the market average.

What is JBAXY return on equity (ROE)?

Julius Bär Gruppe AG's return on equity (ROE) is 10.94%, indicating how efficiently the company generates profit from shareholders' equity. This is below the typical market average of 12-15%.

What is Julius Bär Gruppe AG's market cap?

Julius Bär Gruppe AG has a market capitalization of $19.04B.

OTC · Financial - Conglomerates

Julius Bär Gruppe AG (JBAXY) Stock

$18.58 +1.25% OTC: JBAXY Financial Services

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services.

Valuation

Metric	Value
Price	$18.58
Market Cap	$19.04B
P/E Ratio	20.03
P/B Ratio	2.11
P/S Ratio	3.25
EPS (TTM)	$0.93
52-Week High	$18.62
52-Week Low	$13.07
Dividend Yield	3.55%

Financials & Margins

Metric	Value
ROE	10.94%
ROA	0.71%
ROCE	0.94%
Gross Margin	82.93%
Operating Margin	21.51%
Net Margin	16.26%
Debt/Equity	1.14
Current Ratio	16.53

Annual Financials (USD)

Metric	2021	2022	2023	2024	2025
Revenue	$4.0B	$4.3B	$3.2B	$3.9B	$5.7B
Operating Profit	$1.3B	$1.3B	$656.0M	$1.1B	$895.0M
Net Profit	$1.1B	$950.0M	$454.0M	$1.0B	$729.0M
EPS	$1.01	$0.91	$0.44	$0.99	$0.71
Op Margin	31.5%	30.2%	20.3%	27.4%	15.8%

Balance Sheet (USD)

Metric	2021	2022	2023	2024	2025
Total Assets	$116.3B	$105.6B	$96.8B	$105.1B	$107.6B
Total Liabilities	$109.6B	$99.4B	$90.6B	$98.2B	$100.4B
Cash	$25.8B	$18.9B	$13.5B	$13.8B	$7.2B
Borrowings	$16.9B	$14.1B	$6.1B	$20.6B	$8.2B

Latest News

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 Julius Baer names Standard Chartered executive as new CFO Private Banker International · Jul 6, 2026 Swiss voters likely to reject stricter neutrality proposal, poll shows Investing.com · Jun 21, 2026 Is Julius Bär Gruppe (SWX:BAER) Offering Value After Recent 1 Year Share Price Gain? Simply Wall St. · Jun 3, 2026

Cash Flow (USD)

Metric	2021	2022	2023	2024	2025
Operating Cash Flow	$321.0M	$1.9B	$-929.0M	$2.1B	$95.0M
Investing Cash Flow	$568.0M	$-5.6B	$-1.9B	$2.6B	$793.0M
Financing Cash Flow	$-446.0M	$-3.1B	$-232.0M	$-60.0M	$-4.1B
Net Cash Flow	$2.7B	$-6.9B	$-2.7B	$4.6B	$2.0B
Free Cash Flow	$124.0M	$1.7B	$-1.2B	$1.9B	$-141.0M

Valuation & Return Ratios

Metric	Value
PEG Ratio	-0.79
EV / EBITDA	15.71
FCF Yield	27.32%
Quick Ratio	16.53
Interest Coverage	1.26
Return 1Y	29.46%
Return 3Y	56.11%
Return 5Y	73.47%

Ownership

Insiders Held0.00%

Institutions Held0.02%

Institutions Float Held0.02%

Institutional Holder	Shares	Report Date
Rhumbline Advisers	67,944	2026-03-31
Henry James International Management Inc.	75,132	2026-06-30
Hantz Financial Services, Inc.	263	2026-03-31
PNC Financial Services Group, Inc.	459	2026-03-31
Financial Gravity Asset Management, Inc.	1	2026-03-31

Peer Comparison

Ticker	Price	Change	P/E	Market Cap	Div 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%
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%
KPCPYKasikornbank Public Company Limited	$28.12	+1.01%	10.87	$16.66B	10.53%

About Julius Bär Gruppe AG

Julius Bär Gruppe AG is headquartered in CH.

Julius Bär Gruppe AG (JBAXY) stock trades at $18.58 with a market capitalization of $19.04B. The stock is valued at a price-to-earnings (P/E) ratio of 20.03, price-to-book of 2.11, price-to-sales of 3.25. Over the past 52 weeks the stock has ranged between $13.07 and $18.62, and currently trades at its 52-week high. It pays a dividend yielding 3.55%.

On profitability, Julius Bär Gruppe AG generates a return on equity (ROE) of 10.94%, return on capital employed of 0.94%, an operating margin of 21.51%, a net profit margin of 16.26%.

In its most recent fiscal year, Julius Bär Gruppe AG reported annual revenue of $5.7B, net profit of $729.0M, revenue has compounded at 9.6% a year over the last five years, profit at 0.9% a year.

The balance sheet shows a debt-to-equity ratio of 1.14, a current ratio of 16.53, total assets of $107.6B, $7.2B in cash and equivalents.

JBAXY has an average daily trading volume of 151,893 shares, a beta of 0.87.

Official website: www.juliusbaer.com