Added to YB: 2026-02-06
Pitch date: 2026-02-03
BAER.SW [neutral]
Julius Bär Gruppe AG
-3.39%
current return
Author Info
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Company Info
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.
Market Cap
CHF 13.8B
Pitch Price
CHF 67.76
Price Target
N/A
Dividend
3.87%
EV/EBITDA
N/A
P/E
18.11
EV/Sales
N/A
Sector
Capital Markets
Category
turnaround
Julius Baer (BAER Switzerland): stable inflows, cleaner earnings, capital strength back in focus
BAER.SW (update): AuM CHF 521bn (+4.7% YoY), net inflows CHF 14.4bn (2.9% of AuM) driven by Asia/Europe/Middle East. Cleaner earnings profile: adj revenue CHF 3.86bn, underlying margins stable at 82bp, cost/income ratio improved to 67.6% vs 70.9%. CET1 17.4%, div CHF 2.60/share.
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