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    Trade Julius Baer Ltd - BAER CFD

    44.83
    0.27%
    1.01
    Low: 44.83
    High: 45.82
    Market Trading Hours* (UTC) Opens on Monday at 08:00

    Mon - Fri: 08:00 - 16:20

    • Summary
    • Historical Data
    • Events
    • Income Statement
    • Balance Sheet
    • Cash Flow
    • Ownership
    Trading Conditions
    Spread 1.01
    Long position overnight fee

    Long position overnight fee

    Margin. Your investment $1,000.00
    Overnight fee -0.015657 %
    Charges from full value of position ($-2.97)
    Trade size with leverage ~ $20,000.00
    Money from leverage ~ $19,000.00
    Go to platform
    		-0.015657%
    Short position overnight fee

    Short position overnight fee

    Margin. Your investment $1,000.00
    Overnight fee -0.006565 %
    Charges from full value of position ($-1.25)
    Trade size with leverage ~ $20,000.00
    Money from leverage ~ $19,000.00
    Go to platform
    		-0.006565%
    Overnight fee time 22:00 (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* 44.71
    Open* 44.88
    1-Year Change* -17.36%
    Day's Range* 44.83 - 45.82
    52 wk Range 47.41-64.70
    Average Volume (10 days) 953.93K
    Average Volume (3 months) 10.63M
    Market Cap 9.92B
    P/E Ratio 9.64
    Shares Outstanding 204.53M
    Revenue 2.02B
    EPS 4.99
    Dividend (Yield %) 5.39979
    Beta 1.68
    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
    Dec 8, 2023 44.83 -0.11 -0.24% 44.94 45.84 44.37
    Dec 7, 2023 44.71 0.16 0.36% 44.55 45.03 43.83
    Dec 6, 2023 45.12 -0.61 -1.33% 45.73 45.94 45.12
    Dec 5, 2023 45.23 1.85 4.26% 43.38 45.34 43.38
    Dec 4, 2023 43.85 -0.67 -1.50% 44.52 44.58 43.72
    Dec 1, 2023 44.30 -0.04 -0.09% 44.34 44.72 43.53
    Nov 30, 2023 44.20 1.06 2.46% 43.14 44.38 43.14
    Nov 29, 2023 43.31 -0.25 -0.57% 43.56 43.91 43.00
    Nov 28, 2023 43.44 -0.74 -1.67% 44.18 45.02 42.88
    Nov 27, 2023 45.82 0.28 0.61% 45.54 47.22 44.86
    Nov 24, 2023 46.44 -0.57 -1.21% 47.01 47.67 46.43
    Nov 23, 2023 47.06 -1.10 -2.28% 48.16 48.26 47.01
    Nov 22, 2023 47.93 0.00 0.00% 47.93 48.74 47.93
    Nov 21, 2023 47.98 0.05 0.10% 47.93 49.25 46.93
    Nov 20, 2023 49.24 -2.21 -4.30% 51.45 51.89 47.35
    Nov 17, 2023 54.68 -0.92 -1.65% 55.60 56.12 54.68
    Nov 16, 2023 54.68 -0.42 -0.76% 55.10 55.92 54.24
    Nov 15, 2023 55.32 1.71 3.19% 53.61 55.64 53.55
    Nov 14, 2023 53.87 1.34 2.55% 52.53 53.99 52.03
    Nov 13, 2023 52.43 0.48 0.92% 51.95 53.13 51.67

    Julius Baer Ltd Events

    Time (UTC) Country Event
    Thursday, February 1, 2024

    Time (UTC)

    06:00

    Country

    CH

    Event

    Full Year 2023 Julius Baer Gruppe AG Earnings Release
    Full Year 2023 Julius Baer Gruppe AG Earnings Release

    Forecast

    -

    Previous

    -

    Time (UTC)

    10:59

    Country

    CH

    Event

    Full Year 2023 Julius Baer Gruppe AG Earnings Presentation
    Full Year 2023 Julius Baer Gruppe AG Earnings Presentation

    Forecast

    -

    Previous

    -
    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

    -
    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
    Investor Name Investor Type Percent Outstanding Shares Held Shares change Holdings Date Turnover Rating
    MFS Investment Management Investment Advisor/Hedge Fund 10.8465 22343893 0 2023-08-07 LOW
    BlackRock Institutional Trust Company, N.A. Investment Advisor 5.479 11286808 0 2023-08-07 LOW
    T. Rowe Price Associates, Inc. Investment Advisor 5.1745 10659578 0 2023-08-07 LOW
    UBS Asset Management (Switzerland) Investment Advisor 5.0011 10302318 0 2023-08-07 LOW
    The Vanguard Group, Inc. Investment Advisor/Hedge Fund 2.9268 6029303 -172141 2023-09-30 LOW
    Davis Selected Advisers, L.P. Investment Advisor/Hedge Fund 1.9937 4107004 -89740 2023-09-30 LOW
    Credit Suisse Funds AG Investment Advisor/Hedge Fund 1.7758 3658244 -128733 2023-09-30 LOW
    Pictet Asset Management Ltd. Investment Advisor/Hedge Fund 1.7451 3594892 -11580 2023-06-30 LOW
    Zürcher Kantonalbank (Asset Management) Bank and Trust 1.6743 3449129 -48986 2023-09-30 LOW
    BlackRock Advisors (UK) Limited Investment Advisor/Hedge Fund 1.5339 3159813 -42406 2023-09-30 LOW
    Harris Associates L.P. Investment Advisor/Hedge Fund 1.3585 2798575 -55800 2023-08-31 LOW
    Dimensional Fund Advisors, L.P. Investment Advisor/Hedge Fund 1.3544 2790094 1892 2023-09-30 LOW
    FMR Investment Management (U.K.) Limited Investment Advisor 1.2855 2648240 28040 2023-08-31 LOW
    Bank Vontobel AG (Private Banking) Bank and Trust 0.9484 1953749 10000 2023-07-31 LOW
    Fidelity Management & Research Company LLC Investment Advisor 0.67 1380116 -149 2023-08-31 LOW
    Caisse de Depot et Placement du Quebec Pension Fund 0.6622 1364200 1074100 2022-12-31 LOW
    AllianceBernstein L.P. Investment Advisor/Hedge Fund 0.6499 1338801 -20780 2023-09-30 LOW
    Geode Capital Management, L.L.C. Investment Advisor/Hedge Fund 0.5914 1218369 28 2023-09-30 LOW
    UBS Asset Management Switzerland AG Investment Advisor 0.554 1141250 16275 2023-06-30 LOW
    JPMorgan Asset Management U.K. Limited Investment Advisor/Hedge Fund 0.5456 1123943 16027 2023-09-30 LOW

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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
    8001

    Income Statement

    • Annual
    • Quarterly

    News

    December RBA preview: no move expected at the final meeting of 2023

    The RBA meets on Tuesday, 5th of December, 2023, at 2.30 PM (AEDT). We preview what to expect from this month’s decision.

    14:47, 4 December 2023

    CPI drops more than expected in Europe, Spain’s IBEX 35 looking to break pre-COVID highs

    CPI drops more than expected in Europe, Spain’s IBEX 35 looking to break pre-COVID highs

    12:39, 30 November 2023

    Euro Zone CPI expected to continue dropping; economists warn about cutting too soon

    EZ PI expected to drop further but speed of decline

    08:16, 29 November 2023

    A weaker Dollar drives gold higher

    Gold prices have returned above $US2000 per ounce. We run through the factors driving gold and the commodity’s key technicals.

    13:49, 28 November 2023

    Q3 US Earnings Recap: Profits surprise to the upside, but outlook remains uncertain

    US earnings for the third quarter were far better than expected. However, uncertainty about the outlook for company profits continues. We review the quarterly earnings and look ahead to what the markets expect from S&P 500 companies going forward.

    13:20, 28 November 2023

    RBNZ Preview: Rates expected to remain unchanged at final meeting of 2023

    The RBNZ meets for the final time this year on Wednesday, 29th of November, 2023. We preview what to expect and how it could impact the New Zealand Dollar.

    13:04, 28 November 2023

    Crude prices slide on OPEC+ uncertainty

    Crude prices have chopped sideways amid signs of turmoil within OPEC+. We look at the fundamentals of the oil market and the technical levels of WTI.

    12:55, 28 November 2023

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