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Julius Baer Gruppe AG

VIE • Financial Services • Asset Management • Quote as of 09/29/2026 15:30
Julius Baer Gruppe AG stock price and volume chart

Company Profile

IndustryAsset Management
SectorFinancial Services
ExchangeVIE
Market Capitalization15,572 mln
Float205 mln
Earnings Date02/02/2027

EPS

5.89
Strong

P / E

13.99
Fair value

Piotroski F-Score

4 / 9
Borderline

Beneish M-Score

-2.46
Borderline

Relative Strength

83 / 100
Strongly outperforming

Debt / Equity

0.62
Moderate leverage

Business Description

Founded in 1890 and based in Zurich, Julius Bär Gruppe AG is a Swiss company that helps wealthy individuals and families manage and grow their money across Europe, the Americas, Asia, and beyond. The firm offers a wide range of services, including investment advice, portfolio management, financial planning, and access to private markets and funds. Clients also benefit from family office support and a broad selection of third-party financial products.

Key Fundamentals

EPS5.89
P/E13.99
ROE16.04
ROA1.04
Revenue, mln4,785
EV / Revenue1.21

Quote Details

Last 81.86
Change 6.02 (7.94%)
Open 81.58
Volume 0
Turnover 0
Average Volume 0.4286

Financial Ratios

Pre-Tax Profit Margin31
Price / Book2.12
Price / Tangible Book3.35
Price / Free Cash Flow3.21
Debt / Equity0.62
Price / Sales3.53
PEG Ratio5.09

Financial Strength

Piotroski F-Score 4 / 9
Beneish M-Score-2.46
Price to Intrinsic Value3.94
Price to Graham Number1.43
Shiller PE Ratio20.71

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week 4.71% 93 / 100   
1 Month 1.21% 74 / 100   
2 Months 10.5% 76 / 100   
6 Months 30.12% 82 / 100   



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