CompanyGraph
Julius Bär Gruppe AG
BAER · SIX Swiss · Switzerland
Price data from its 0QO6 listing on LSE
juliusbaer.comFinancials as of FY2025
At a glance
- Depends onMidstream position: 5 outgoing, 5 incoming connections
- ScaleMarket cap is $19.06B, above the global median of $1.15B
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Sign inWhat the company actually pays, and whether its own cash supports it.
Dividends view
Yield
3.47%Below 5Y avg (4.57%)
Annual Rate
CHF 2.60Paid annual
Payout Ratio
46.9%Sustainable
Paying Dividends
14 yr
Payback Period
28.8 yr
Last Ex-Dividend
Apr 13, 2026
Last Payment
Apr 16, 2025
The reported statements, read against the company's own industry.
Financials view
Market Capitalization
15.48BCHF19.06B · vs all stocks (USD)
Trailing P/E
13.74xvs Asset Management peers
Revenue (TTM)
4.23BCHF5.20B · vs all stocks (USD)
Profit Margin
26.99%vs Asset Management peers
Beta
0.8670xvs all stocks
52-Week Change
28.20%vs all stocks
Market Capitalization
15.48BCHF19.06B · vs all stocks (USD)
Enterprise Value
2.85BCHF3.51B · vs all stocks (USD)
Trailing P/E
13.74xvs Asset Management peers
Forward P/E
12.26xvs Asset Management peers
Price to Sales (TTM)
3.71xvs Asset Management peers
Price to Book (MRQ)
2.12xvs Asset Management peers
Enterprise to Revenue
0.6740xvs Asset Management peers
Profit Margin
26.99%vs Asset Management peers
Operating Margin
38.97%vs Asset Management peers
Return on Assets (TTM)
1.03%vs Asset Management peers
Return on Equity (TTM)
16.17%vs Asset Management peers
Revenue (TTM)
4.23BCHF5.20B · vs all stocks (USD)
Revenue per Share (TTM)
20.56CHFUpdated Aug 19, 2026Quarterly Revenue Growth
25.70%vs Asset Management peers
Gross Profit (TTM)
4.23BCHF5.20B · vs all stocks (USD)
EBITDA (TTM)
0.00CHFvs all stocks (USD)
Net Income (TTM)
1.14BCHF1.40B · vs all stocks (USD)
Quarterly Earnings Growth (YoY)
127.60%vs Asset Management peers
Operating Cash Flow (TTM)
5.16BCHF6.35B · vs all stocks (USD)
Levered Free Cash Flow (TTM)
763.70MCHF940.10M · vs all stocks (USD)
Trailing Annual Dividend Rate
2.60CHFUpdated Aug 19, 2026Trailing Annual Dividend Yield
3.47%vs all stocks
5-Year Average Dividend Yield
4.57%vs all stocks
Payout Ratio
46.93%vs Asset Management peers
Minority Interest (Equity)
1.50MCHFFY2025 · Dec 31, 2025Revenue
4.08BCHFFY2025 · Dec 31, 2025Pre-tax Income
937.60MCHFFY2025 · Dec 31, 2025Income Tax Expense
173.80MCHFFY2025 · Dec 31, 2025Net Income
763.80MCHFFY2025 · Dec 31, 2025Selling, General & Administrative
197.80MCHFFY2025 · Dec 31, 2025Other Operating Expenses
373.20MCHFFY2025 · Dec 31, 2025EPS (Basic)
3.72CHFFY2025 · Dec 31, 2025EPS (Diluted)
3.71CHFFY2025 · Dec 31, 2025Basic Shares Outstanding
205.51MSharesFY2025 · Dec 31, 2025Diluted Shares Outstanding
205.51MSharesFY2025 · Dec 31, 2025Net Income from Continuing Operations
763.80MCHFFY2025 · Dec 31, 2025Minority Interests (P&L)
-100.00KCHFFY2025 · Dec 31, 2025Operating Cash Flow
995.90MCHFFY2025 · Dec 31, 2025Free Cash Flow
748.90MCHFFY2025 · Dec 31, 2025Cash & Cash Equivalents (End of Period)
22.83BCHFFY2025 · Dec 31, 2025Starting Profit (CF Statement)
763.80MCHFFY2025 · Dec 31, 2025Other Non-cash Items
232.10MCHFFY2025 · Dec 31, 2025Capital Expenditures
-247.00MCHFFY2025 · Dec 31, 2025Net Acquisitions
78.40MCHFFY2025 · Dec 31, 2025Net Investing Cash Flow
-168.60MCHFFY2025 · Dec 31, 2025Common Dividends Paid
-535.60MCHFFY2025 · Dec 31, 2025Net Financing Cash Flow
-535.60MCHFFY2025 · Dec 31, 2025Shares Outstanding
205.00MSharesUpdated Aug 19, 2026Float Shares
205.01MSharesUpdated Aug 19, 2026% Held by Insiders
0.25%vs all stocks
% Held by Institutions
67.66%vs all stocks
Total Cash (MRQ)
46.43BCHF57.16B · vs all stocks (USD)
Total Cash per Share (MRQ)
225.66CHFUpdated Aug 19, 2026Total Debt (MRQ)
33.68BCHF41.47B · vs all stocks (USD)
Total Debt to Equity (MRQ)
0.0466xvs Asset Management peers
Book Value per Share (MRQ)
35.84CHFUpdated Aug 19, 2026Total Assets
107.49BCHF132.32B · vs all stocks (USD)
Total Liabilities
100.26BCHFFY2025 · Dec 31, 2025Cash
7.24BCHFFY2025 · Dec 31, 2025Cash & Cash Equivalents
11.82BCHFFY2025 · Dec 31, 2025Accounts Payable
75.20MCHFFY2025 · Dec 31, 2025Long-term Debt
4.29BCHFFY2025 · Dec 31, 2025Common Stock (Book)
4.10MCHFFY2025 · Dec 31, 2025Retained Earnings
7.81BCHFFY2025 · Dec 31, 2025Total Shareholders' Equity
7.23BCHF8.90B · vs all stocks (USD)
Treasury Stock
58.10MCHFFY2025 · Dec 31, 202552-Week Low
51.76CHFUpdated Aug 19, 202652-Week High
76.26CHFUpdated Aug 19, 202652-Week Change
28.20%vs all stocks
Beta
0.8670xvs all stocks
50-Day MA
70.56CHFUpdated Aug 19, 2026200-Day MA
64.49CHFUpdated Aug 19, 2026Avg 10-Day Volume
358.24KSharesUpdated Aug 19, 2026Avg 30-Day Volume
441.24KSharesUpdated Aug 19, 2026Diluted EPS (TTM)
5.54CHFUpdated Aug 19, 2026Shared structure with peers — never a ranking.
Relationships view
Structural observations derived from financial data, industry benchmarks, and supply chain position.
Supply Chain
Midstream position: 5 outgoing, 5 incoming connectionsNotable
Outgoing: 5.00Incoming: 5.00
High connectivity hub: 10 industry connectionsNotable
Total Connections: 10.00
Scale
Market cap is $19.06B, above the global median of $1.15BNotable
Market cap (USD): 19,057,645,082.613Global Median: 1,146,734,693.424
Revenue is $5.2B, above the global median of $520.53MNotable
Revenue (USD): 5,202,244,538.609Global Median: 520,528,949.311
Levered free cash flow is $940.1M, above the global median of $16.24MNotable
Levered free cash flow (USD): 940,099,426Global Median: 16,239,329.704
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