Julius Bär Gruppe AG
Julius Bär Gruppe AG
Your view on JBARF
Overview
What the company does, where it operates, and who runs it.
About Julius Bär Gruppe AG
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Nic Dreckmann
- Headquarters
- Bahnhofstrasse 36, Zurich, CH
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Nic Dreckmann
- Headquarters
- Bahnhofstrasse 36, Zurich, CH
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally.
Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform.
Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Julius Bär Gruppe AG, and the rating behind it. JBARF last traded at $84.26, 13.4× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Julius Bär Gruppe AG. Starting points for Julius Bär Gruppe AG: P/E 13.4, EPS $5.55, beta 0.84 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Julius Bär Gruppe AG. Julius Bär Gruppe AG does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Julius Bär Gruppe AG. Trailing twelve-month EPS for Julius Bär Gruppe AG stands at $5.55. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Julius Bär Gruppe AG. Julius Bär Gruppe AG has reported as a listed company since 2012. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Julius Bär Gruppe AG valued side by side against its closest peers. Julius Bär Gruppe AG is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Julius Bär Gruppe AG, and how their positions are changing. At a $17.26B market value, institutional positions materially move Julius Bär Gruppe AG's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Julius Bär Gruppe AG executives and directors. Shares of Julius Bär Gruppe AG have traded between $55.76 and $89.50 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Julius Bär Gruppe AG. Julius Bär Gruppe AG is a $17.26B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Julius Bär Gruppe AG. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Julius Bär Gruppe AG. Coverage tracks Julius Bär Gruppe AG within Asset Management (Financial Services). Press releases and market coverage, newest first.