Julius Baer Group Stock – Fundamental Analysis
Fundamental Data & Ratios (Balance sheet update: 3/25/2026)
| Balance Sheet | Total Assets | 107,489,000,000.00 | ROE | 6.72 % |
| Balance Sheet | Total Equity | 7,228,200,000.00 | ROA | 0.71 % |
| Cashflow | Capital Expenditures | -247,300,000.00 | P/FCF | -98.51 |
| Cashflow | Free Cash Flow | -147,500,000.00 | – | – |
| Cashflow | Operating Cash Flow | 99,800,000.00 | P/CF | 145.59 |
| Income | Earnings per Share (diluted) | 3.73 | Div. Yield | 3.67 % |
| Income | Net Income | 763,700,000.00 | P/E | 19.00 |
| Income | Shares Outstanding | 204,996,000.00 | P/B | 2.01 |
| Income | Total Revenue | 5,922,700,000.00 | P/S | 2.45 |
Ratios calculated on: 10/14/2026
Company Description
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 AGs 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 Ltds Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.
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Finanzoo GmbH assumes no liability for the accuracy of the information provided! All information is provided without guarantee. Sources: www.bundesanzeiger.de, www.sec.gov, www.juliusbaer.com
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