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COMPANY SUMMARY
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. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Financial Summary
| Share Statistics | JBAXY | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $18,923.6 | $3,241.5 | 85% |
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| Shares Out (Mil) | 254.4 | 82.4 | 80% |
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| Institutional Ownership | 49.6% | 76.9% | 24% |
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| Float (Mil) | 205.0 | 74.7 | 74% |
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| Beta | 0.87 | 0.94 | 52% |
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| Avg Daily Volume (000s) | 34 | 470 | 25% |
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| Price Change (52-week) |
29.6% | 76.5% | 70% |
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| Growth | JBAXY | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 3.2% | 8.4% | 28% |
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| Net Income (5yr) | 4.1% | 8.9% | 46% |
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| EPS (5yr) | 5.1% | 9.0% | 38 |
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| Dividends (5yr) | 10.6% | 1.4% | 95% |
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| Cash Flow (5yr) | (14.0%) | 0.1% | 55% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | JBAXY | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $5,230 | $1,066 | 75% |
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| Net Income (TTM) (Mil) | $1,412 | $104 | 89% |
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| EPS (TTM) | $6.867 | $1.000 | 90% |
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| Operating Cash Flow (TTM) (Mil) | $6,384 | $83 | 96% |
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| Net Cash Flow (TTM) (Mil) | $4,208 | $18 | 99% |
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| Long-Term Debt (Q1) (Mil) | $36,065 | $206 | 97% |
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| Enterprise Value (Q1) (Mil) | na | $1,572 | na |
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| Valuation | JBAXY | Industry Median |
Percentile (All Stocks) |
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| P/B | na | 2.75 | na |
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| P/E | na | 19.9 | na |
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| Dividend Yield | na | 0.9% | na |
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| PEG (5yr hist) | na | 1.4 | na |
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| Ratios | JBAXY | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | na | 74.4% | na |
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| Net Margin | 27.0% | 16.2% | 85% |
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| ROA | 1.0% | 1.8% | 46% |
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| ROE | 16.0% | 13.0% | 73% |
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| Liabilities to Assets | 93.7% | 60.0% | 91% |
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| F-Score | na | 5 | na |
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Julius Bär Gruppe AG did not pass any screens on 9/2/2026.
