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51.95
0.15%
Market Trading Hours* (UTC) Opens on Monday at 08:00

Mon - Thu: 08:00 - 16:20

  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
  • Cash Flow
Trading сonditions
Spread 0.26
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.015668 %
Charges from full value of position ($-2.98)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.015668%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.006555 %
Charges from full value of position ($-1.25)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.006555%
Overnight fee time 21:00 (UTC)
Min traded quantity 1
Currency CHF
Margin 5%
Stock exchange Switzerland
Commission on trade 0%

*Information provided by Capital.com

Julius Baer Gruppe AG ESG Risk Ratings

High Medium Low Negligible

‘B’ score indicates good relative ESG performance and above average degree of transparency in reporting material ESG data publicly.

More ESG coverage

Key Stats
Prev. Close* 52.03
Open* 52.19
1-Year Change* -13.91%
Day's Range* 51.93 - 52.31
52 wk Range 42.98-64.70
Average Volume (10 days) 649.39K
Average Volume (3 months) 14.78M
Market Cap 9.48B
P/E Ratio 9.22
Shares Outstanding 204.53M
Revenue 2.02B
EPS 4.99
Dividend (Yield %) 5.64726
Beta 1.58
Next Earnings Date Feb 1, 2024

All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

  • Last Week
  • Last Month
  • Last Year
  • Last two Years
  • Max
  • Daily
  • Weekly
  • Monthly
Date Close Change Change (%) Open High Low
Mar 27, 2024 52.03 -0.04 -0.08% 52.07 52.59 51.25
Mar 26, 2024 52.25 0.68 1.32% 51.57 52.47 51.49
Mar 25, 2024 51.71 0.18 0.35% 51.53 52.11 51.45
Mar 22, 2024 51.75 0.48 0.94% 51.27 52.23 51.27
Mar 21, 2024 51.05 0.54 1.07% 50.51 52.01 49.55
Mar 20, 2024 49.48 0.04 0.08% 49.44 49.63 48.96
Mar 19, 2024 48.84 -0.61 -1.23% 49.45 49.68 48.83
Mar 18, 2024 49.49 -0.39 -0.78% 49.88 49.95 49.09
Mar 15, 2024 49.99 -0.64 -1.26% 50.63 51.23 49.99
Mar 14, 2024 50.19 -0.66 -1.30% 50.85 51.19 50.19
Mar 13, 2024 50.97 0.02 0.04% 50.95 51.29 50.71
Mar 12, 2024 50.55 0.12 0.24% 50.43 51.05 49.59
Mar 11, 2024 49.56 -0.07 -0.14% 49.63 50.47 49.12
Mar 8, 2024 49.39 0.68 1.40% 48.71 50.49 48.56
Mar 7, 2024 48.20 0.40 0.84% 47.80 48.67 47.66
Mar 6, 2024 47.83 0.29 0.61% 47.54 48.37 47.13
Mar 5, 2024 46.82 -0.64 -1.35% 47.46 47.76 46.82
Mar 4, 2024 46.99 -0.55 -1.16% 47.54 48.13 46.93
Mar 1, 2024 47.68 0.51 1.08% 47.17 47.86 46.93
Feb 29, 2024 47.06 1.13 2.46% 45.93 47.39 45.93

Julius Baer Ltd Events

Time (UTC) Country Event
Thursday, April 11, 2024

Time (UTC)

10:59

Country

CH

Event

Julius Baer Gruppe AG Annual Shareholders Meeting
Julius Baer Gruppe AG Annual Shareholders Meeting

Forecast

-

Previous

-
Monday, May 20, 2024

Time (UTC)

05:00

Country

CH

Event

Q1 2024 Julius Baer Gruppe AG Interim Management Statement Release
Q1 2024 Julius Baer Gruppe AG Interim Management Statement Release

Forecast

-

Previous

-
View all events
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Net Income Before Taxes 1083 1258.7 845.9 566.2 893.9
Net Income After Taxes 949 1082.6 698.6 465 735.3
Minority Interest 0.5 -0.7 -0.6 -0.2 0.1
Net Income Before Extra. Items 949.5 1081.9 698 464.8 735.4
Net Income 949.5 1081.9 698 464.8 735.4
Total Adjustments to Net Income 0.1 0.1
Income Available to Common Excl. Extra. Items 949.6 1082 698 464.8 735.4
Income Available to Common Incl. Extra. Items 949.6 1082 698 464.8 735.4
Diluted Net Income 949.3 1081.8 695.2 461.2 737.4
Diluted Weighted Average Shares 208.314 213.972 215.016 217.017 217.977
Diluted EPS Excluding Extraordinary Items 4.55706 5.0558 3.23324 2.12518 3.38292
Dividends per Share - Common Stock Primary Issue 2.6 2.6 1.75 1.5 1.5
Diluted Normalized EPS 4.84815 5.13097 3.99874 2.51799 3.38858
Interest Income, Bank 1248.4 758.6 825.2 1293.1 1199.5
Total Interest Expense 425.4 131.6 203.5 500.9 394.1
Net Interest Income 823 627 621.7 792.2 805.4
Net Interest Income after Loan Loss Provision 807 625.2 586.2 783 802.4
Non-Interest Income, Bank 3274.3 3509.3 3234.7 2817 2808
Non-Interest Expense, Bank -2998.3 -2875.8 -2975 -3033.8 -2716.5
Dilution Adjustment -0.3 -0.2 -2.8 -3.6 2
Loan Loss Provision 16 1.8 35.5 9.2 3
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Net Income Before Taxes 633.4 569.7 513.3 551.8 706.9
Net Income After Taxes 531.4 498.7 450.3 476.6 606
Minority Interest 0.4 0.2 0.3 -0.5 -0.2
Net Income Before Extra. Items 531.8 498.9 450.6 476.1 605.8
Net Income 531.8 498.9 450.6 476.1 605.8
Income Available to Common Excl. Extra. Items 531.8 499 450.6 476.2 605.8
Income Available to Common Incl. Extra. Items 531.8 499 450.6 476.2 605.8
Diluted Net Income 531.8 498.7 450.6 476 605.8
Diluted Weighted Average Shares 205.88 206.774 209.854 212.365 215.579
Diluted EPS Excluding Extraordinary Items 2.58306 2.41181 2.14721 2.24142 2.81011
Dividends per Share - Common Stock Primary Issue 0 2.6 0 2.6 0
Diluted Normalized EPS 2.58306 2.41181 2.14721 2.24142 2.81011
Interest Income, Bank 1217.3 806.1 442.3 391 367.6
Total Interest Expense 753 324.9 100.5 72.3 59.3
Net Interest Income 464.3 481.2 341.8 318.7 308.3
Loan Loss Provision -1.8 8.6 7.4 0.8 1
Net Interest Income after Loan Loss Provision 466.1 472.6 334.4 317.9 307.3
Non-Interest Income, Bank 1671.6 1621.4 1648.5 1680.6 1823
Non-Interest Expense, Bank -1504.3 -1524.3 -1469.6 -1446.7 -1423.4
Total Adjustments to Net Income 0.1 0.1
Dilution Adjustment -0.3 -0.2
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Total Assets 105644 116306 109137 102035 102898
Property/Plant/Equipment, Total - Net 607.7 514.6 580.5 612.9 352.8
Property/Plant/Equipment, Total - Gross 1126 993.5 1025.6 996.5 652.4
Accumulated Depreciation, Total -518.3 -479 -445.1 -383.7 -299.7
Goodwill, Net 1722.1 1800.9 1793.4 2017.7 2092.9
Intangibles, Net 814.1 859.8 844 848.4 839.3
Long Term Investments 28.3 28.9 21.2 23.3 48.1
Other Long Term Assets, Total 45.4 28.3 20.1 16.4 15.9
Other Assets, Total 7073.6 7811.4 6689.2 4002.5 5859.8
Accrued Expenses 842.5 768.9 688 746.1 767.4
Current Port. of LT Debt/Capital Leases 10641.2 12322.3 7711.4 8417.3 12103.2
Other Current Liabilities, Total 336.2 373.7 277.2 263.6 254.6
Total Liabilities 99356.5 109572 102712 95855 96858.3
Total Long Term Debt 3917 4985.7 7182.5 7029.6 3103.7
Long Term Debt 3627.7 4781 6921.6 6756.8 3103.7
Deferred Income Tax 65.6 84.5 74.5 68.8 74.9
Minority Interest 2.5 9 8.6 9.2 1.9
Other Liabilities, Total 3805.3 3569.7 3861.7 3218.6 2125.7
Total Equity 6287.2 6734.3 6425.5 6180.2 6040
Common Stock 4.3 4.4 4.5 4.5 4.5
Retained Earnings (Accumulated Deficit) 7536.1 7615.9 6932 6557.5 6475.2
Treasury Stock - Common -352.9 -685.8 -404.7 -363.2 -308.9
Other Equity, Total -472 -365.6 -350.9 -184 -130.8
Total Liabilities & Shareholders’ Equity 105644 116306 109137 102035 102898
Total Common Shares Outstanding 206.605 209.232 215.032 216.929 217.97
Accounts Payable 34.2 39.3 35.2 28.7 28.3
Capital Lease Obligations 289.3 204.7 260.9 272.8
Unrealized Gain (Loss) -428.3 165.4 244.6 165.4
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Total Assets 100210 105644 115835 116306 113578
Property/Plant/Equipment, Total - Net 647.7 607.7 548.7 514.6 548.7
Intangibles, Net 2561.8 2536.2 2611.4 2660.7 2664.2
Long Term Investments 8.5 28.3 28.7 28.9 30.6
Other Long Term Assets, Total 32.8 45.4 36.6 28.3 20.8
Other Assets, Total 7024.7 9921.6 11201.5 9934 9615.5
Accrued Expenses 896.5 842.5 569.5 768.9 591.2
Other Current Liabilities, Total 321.1 277.8 252.4 291.6 247.7
Total Liabilities 93959.8 99356.5 109751 109572 106861
Total Long Term Debt 13958.5 14051.2 13517.6 17103.3 17224.7
Long Term Debt 13958.5 14051.2 13517.6 17103.3 17224.7
Deferred Income Tax 41.5 65.6 73.2 84.5 93
Minority Interest 2 2.5 3.3 9 8.3
Other Liabilities, Total 3326.5 4187.2 4656.7 3895.8 3622.2
Total Equity 6250.4 6287.2 6084.4 6734.3 6717.3
Common Stock 4.1 4.3 4.3 4.4 4.5
Retained Earnings (Accumulated Deficit) 7186.3 7536.1 6998.4 7615.9 7295.3
Treasury Stock - Common -13 -352.9 -254.7 -685.8 -475.7
Unrealized Gain (Loss) -429.3 -428.3 -263.6 165.4 168.5
Other Equity, Total -497.7 -472 -400 -365.6 -275.3
Total Liabilities & Shareholders’ Equity 100210 105644 115835 116306 113578
Total Common Shares Outstanding 206.002 206.605 209.232 209.232 215.032
Current Port. of LT Debt/Capital Leases 255 217.7 226.6
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Net income/Starting Line 949.1 1082.7 698.6 465 735.3
Cash From Operating Activities -1793.5 2081.9 6327.4 -8894.5 9176.2
Cash From Operating Activities 93.7 95.7 100.5 100 38.5
Amortization 215.9 160.1 330.5 249.7 125.6
Deferred Taxes 9.5 -12.3 -3.7 -26.1 29.6
Non-Cash Items 212.6 281.7 222.6 204.6 205.5
Cash Taxes Paid 135 105.3 145.3 121.3 142.5
Changes in Working Capital -3274.3 474 4978.9 -9887.7 8041.7
Cash From Investing Activities -4503.8 257.2 -1162.6 1818.4 -2355.9
Capital Expenditures -196.7 -196.8 -185.5 -164.7 -177.1
Other Investing Cash Flow Items, Total -4307.1 454 -977.1 1983.1 -2178.8
Cash From Financing Activities -634.3 370.1 -808.6 -48.6 -803.7
Financing Cash Flow Items -1.4 -2.6 -2.8 -1.8 -107.6
Total Cash Dividends Paid -554.1 -385.8 -331.8 -335.7 -313.3
Issuance (Retirement) of Stock, Net -226.3 -443 -124.1 -103.9 -111.7
Issuance (Retirement) of Debt, Net 147.5 1201.5 -349.9 392.8 -271.1
Foreign Exchange Effects 44.2 27.6 140.6 62 -7.8
Net Change in Cash -6887.4 2736.8 4496.8 -7062.7 6008.8
Cash Interest Paid 517.1 86.7 321.9 746.7 451.9
Dec 2022 Jun 2022 Dec 2021 Jun 2021 Dec 2020
Net income/Starting Line 949.1 450.3 1082.7 606 698.6
Cash From Operating Activities -1793.5 5890 2081.9 -361.3 6327.4
Cash From Operating Activities 93.7 45.2 95.7 49 100.5
Amortization 215.9 73.8 160.1 69.9 330.5
Deferred Taxes 9.5 11.8 -12.3 -5 -3.7
Non-Cash Items 212.6 95.5 281.7 158.3 222.6
Cash Taxes Paid 135 88.7 105.3 68.9 145.3
Cash Interest Paid 517.1 123.7 86.7 28.5 321.9
Changes in Working Capital -3274.3 5213.4 474 -1239.5 4978.9
Cash From Investing Activities -4503.8 -3630.9 257.2 -178.5 -1162.6
Capital Expenditures -196.7 -93.8 -196.8 -94.8 -185.5
Other Investing Cash Flow Items, Total -4307.1 -3537.1 454 -83.7 -977.1
Cash From Financing Activities -634.3 -523.8 370.1 368.2 -808.6
Financing Cash Flow Items -1.4 -0.8 -2.6 -0.5 -2.8
Total Cash Dividends Paid -554.1 -554.1 -385.8 -385.8 -331.8
Issuance (Retirement) of Stock, Net -226.3 -125.4 -443 -125.8 -124.1
Issuance (Retirement) of Debt, Net 147.5 156.5 1201.5 880.3 -349.9
Foreign Exchange Effects 44.2 -96.2 27.6 -164.1 140.6
Net Change in Cash -6887.4 1639.1 2736.8 -335.7 4496.8

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Julius Baer Company profile

About Julius Baer Gruppe AG

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.

Financial summary

BRIEF: For the fiscal year ended 31 December 2021, Julius Baer Gruppe AG interest income decreased 8% to SF758.6M. Net interest income after loan loss provision increased 7% to SF625.2M. Net income applicable to common stockholders increased 55% to SF1.08B. Net interest income after loan loss provision reflects Other Interest or Dividend Income increase of 44% to SF39.2M.

Equity composition

10/2012, Rights Issue, 3 new shares for every 29 shares held @ CHF24.2 (Factor: 1.02362).

Industry: Private Banks

Bahnhofstrasse 36
ZUERICH
ZUERICH 8001
CH

Income Statement

  • Annual
  • Quarterly

News

A way forward: a roundup of recent central bank decisions

Five of the world’s most significant central banks delivered policy this week. We review the decisions and discuss their impact on the markets.

12:47, 22 March 2024

Bank of Japan Preview: will the BOJ end negative interest rates?

The Bank of Japan meets on Tuesday 19th of March. We preview what to expect from the BOJ decision and how it might impact the USD/JPY and Nikkei 225.

08:44, 18 March 2024

Higher CPI leaves traders unfazed as US equities continue to build momentum

The latest US CPI reading hasn’t gone how the Federal would have hoped. Consumer prices came in higher than expected in February for the third month in a row.

12:42, 15 March 2024

Four reasons why Bitcoin is surging to record highs

Bitcoin has surged to record highs. We discuss the four factors pushing Bitcoin higher and analyse the technicals of the cryptocurrency’s technicals.

10:18, 14 March 2024

China’s National People’s Congress: The markets have again been left wanting more

China’s National People’s Congress (NPC) is underway, and the markets have so far been disappointed by what’s been delivered by the country’s central government. We look at some of the significant takeaways from the event, discuss China’s current economic conditions, and analyse the China A50.

08:23, 8 March 2024
Facade on the Federal Reserve Building in Washington DC

Central Banks: which one will cut first?

Central banks dominate the calendar in March and markets try to anticipate which one will be the first one to cut

13:14, 6 March 2024

Nvidia (NVDA) confronts high expectations for Q4 results

Nvidia is arguably the hottest company on the planet. The company reports its Q4 results after the closing bell on Wednesday, the 21st of February. We preview what to expect from Nvidia’s earnings and analyse the technicals of its stock price.

12:13, 20 February 2024

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