70.32
+3.56%
Close of 9 Nov 2026, in CHF
Search any instrument
Reference data, closing prices and charts across 45,000 companies, plus crypto, commodities and currencies.
About Julius Baer Gruppe
Its shares trade on SIX under the ticker BAER.SW. It has been listed since 1 October 2009. In the fiscal year to 31 December 2025, it reported revenue before interest expense of CHF 5.92bn and net income of CHF 763.7m. At that date it held total assets of CHF 107.49bn and shareholders' equity of CHF 7.23bn.
Julius Bär Gruppe AG engages in the provision of private banking services. The company is headquartered in Zurich, Zuerich. The company went IPO on 2009-10-01. 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.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 1 Oct 2009
- Employees
- 6,768
- Website
- juliusbaer.com ↗
Leadership
Pay as last reported
- Mr. Raymond BaerHonorary Chairman of the Board, since 2009CHF 87,399
- Mr. Stefan BollingerChief Executive Officer, Member of the Executive Board
- Mr. Richard Campbell-BreedenNon-Executive Independent Vice Chairman of the BoardCHF 341,000
- Ms. Evangelia KostakisChief Financial Officer, Member of the Executive Board
- Mr. Guido RuossChief Human Resources Officer, Head - Corporate Affairs, Member of the Executive Board
- Hr. Yves BonzonCo-Head of Investment and Wealth Management Solutions, Chief Investment Officer, Member of the Executive Board
- Mr. Ivan IvanicChief Risk Officer, Member of the Executive Board
- Mr. Christoph HiestandGroup General Counsel, Member of the Executive Board
- Mr. Nicolas De SkowronskiCo-Head of Investment and Wealth Management Solutions, Head of Wealth Management Solutions, Member of the Executive Board
- Mr. Thomas FrauenlobHead - Intermediaries and Family Offices, Member of the Executive Board
- Ms. Sonia GoessiHead - Switzerland and Europe, Member of the Executive Board
- Mr. Kong Eng LeeHead - Asia Pacific, Member of Executive Board
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 69
- Environment
- 72
- Social
- 58
- Governance
- 77
- Direct emissions (scope 1)
- 2,736 t
- Energy emissions (scope 2)
- 4,143 t
- Value chain emissions (scope 3)
- 9,126 t
- Women in the workforce
- 42.7%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Julius Baer Gruppe AG is a leading financial institution with a strong global presence and a long history of expertise in wealth management.
- The company has a robust and loyal client base, comprising high-net-worth individuals and institutional investors.
- Julius Baer has a well-established brand reputation for offering personalized and innovative financial solutions to its clients.
Weaknesses
- Julius Baer Gruppe AG heavily relies on the performance of global financial markets, making it susceptible to market fluctuations and economic downturns.
- The company's dependence on a few key markets and currencies exposes it to geopolitical risks and exchange rate fluctuations.
- Limited product diversification compared to some competitors, focusing mainly on wealth management services rather than a broader range of financial services.
Opportunities
- The growing demand for wealth management services, particularly in emerging markets, presents an opportunity for Julius Baer to expand its client base.
- Strategic partnerships and acquisitions can provide Julius Baer with access to new markets and innovative technologies, enhancing its competitive advantage.
- The company can capitalize on the increasing trend towards sustainable and socially responsible investing by offering tailored products in this segment.
Threats
- Intense competition in the financial industry poses a threat to Julius Baer's market share and profitability.
- Regulatory changes and compliance requirements can increase operating costs and impact the company's business operations.
- Global economic uncertainties and volatile financial markets can adversely affect Julius Baer's financial performance and client confidence.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
Nothing here is investment advice. Prices can be delayed or wrong, so check with the exchange before relying on them. Data for this page. How we cover markets.