Company Julius Bär Gruppe AG

Equities

BAER

CH0102484968

Banks

Real-time Estimate Cboe Europe 05:09:46 2024-03-19 am EDT 5-day change 1st Jan Change
49.48 CHF -0.61% Intraday chart for Julius Bär Gruppe AG -2.90% +5.11%

Business Summary

Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AG's businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltd's Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.

Number of employees: 7,425

Sales per Business

CHF in Million2022Weight2023Weight Delta
Wealth Management
100.0 %
3,853 100.0 % 3,240 100.0 % -15.93%

Sales per region

CHF in Million2022Weight2023Weight Delta
Switzerland
48.9 %
2,177 56.5 % 1,583 48.9 % -27.29%
Asia and Other Countries
30.1 %
1,027 26.7 % 976 30.1 % -4.97%
Europe (excluding Switzerland)
24.7 %
809 21.0 % 800 24.7 % -1.11%
Consolidation Items
-5.6 %
-231 -6.0 % -182 -5.6 % -21.21%
Americas
1.9 %
71 1.8 % 63 1.9 % -11.27%

Managers

Managers TitleAgeSince
Chief Executive Officer 50 16-12-31
Director of Finance/CFO 48 19-12-31
Chief Investment Officer 59 19-12-31
Investor Relations Contact - 08-03-31
Corporate Officer/Principal - 15-12-31
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Officer/Principal 54 -
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 62 17-12-31
Chairman 64 19-04-09
Director/Board Member 64 22-04-11
Director/Board Member 60 12-04-10
Director/Board Member 61 23-04-12
Director/Board Member 66 20-08-31
Director/Board Member 69 21-04-14
Director/Board Member 63 19-04-09
Director/Board Member 57 19-04-09

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 206,001,780 203,459,573 ( 98.77 %) 1,186,177 ( 0.5758 %) 98.77 %

Shareholders

NameEquities%Valuation
T. Rowe Price International Ltd.
5.061 %
10,425,592 5.061 % 560 M CHF
UBS Asset Management Switzerland AG
5.018 %
10,336,326 5.018 % 555 M CHF
9,271,254 4.501 % 498 M CHF
Norges Bank Investment Management
3.103 %
6,392,657 3.103 % 343 M CHF
MFS International (UK) Ltd.
1.567 %
3,228,075 1.567 % 173 M CHF
Formuepleje A/S
1.065 %
2,194,583 1.065 % 118 M CHF
MFS International Singapore Pte. Ltd.
1.007 %
2,075,337 1.007 % 111 M CHF
CPH Capital Fondsmaeglerselskab A/S
0.8052 %
1,658,796 0.8052 % 89 M CHF
zCapital AG
0.4126 %
850,000 0.4126 % 46 M CHF
MFS Investment Management Canada Ltd.
0.3674 %
756,863 0.3674 % 41 M CHF
NameEquities%Valuation
MFS Investment Management Canada Ltd.
0.0149 %
153,896 0.0149 % 2 M CHF
RhumbLine Advisers LP
0.002092 %
21,547 0.002092 % 231 393 CHF
Henry James International Management, Inc.
0.001262 %
12,996 0.001262 % 139 564 CHF
PNC Investments LLC
0.000241 %
2,485 0.000241 % 26 686 CHF
Paradigm Asset Management Co. LLC
0.000204 %
2,100 0.000204 % 22 552 CHF
GAMMA Investing LLC
0.000056 %
574 0.000056 % 6 164 CHF

Holdings

NameEquities%Valuation
852,845,825 21.46% 1,109,978,841 $
9,271,254 4.50% 497,808,024 $
1,002,845,825 25.38% 257,310,182 $
11,536,719 0.37% 3,860,071 $

Company contact information

Julius Bär Gruppe AG

Bahnhofstrasse 36

8001, Zurich

+41 58 888 1111

http://www.juliusbaer.com
address Julius Bär Gruppe AG(BAER)

Group companies

NameCategory and Sector
Investment Managers
Investment Managers
Investment Managers
Sanam Investment Co. Ltd.
Investment Managers
Investment Managers
Investment Managers
Investment Managers
Regional Banks

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
49.78 CHF
Average target price
57.45 CHF
Spread / Average Target
+15.40%
Consensus

Quarterly revenue - Rate of surprise