SIX •
Financial Services •
Asset Management •
Quote as of 08/28/2026
Company Profile
IndustryAsset Management
SectorFinancial Services
ExchangeSIX
Market Capitalization15,325 mln
Float205 mln
Earnings Date02/02/2027
EPS
5.54
Strong
P / E
13.74
Fair value
Piotroski F-Score
4
/ 9
Borderline
Beneish M-Score
-2.46
Borderline
1-Year Forecast
74.38
Fairly priced
Relative Strength
60
/ 100
Outperforming
Business Description
Founded in Zurich in 1890, Julius Bär Gruppe AG is a global wealth management firm serving clients across Switzerland, Europe, the Americas, Asia, and beyond. The company helps individuals and families grow and protect their assets through personalized investment advice, managed portfolios, and access to a wide range of financial products. It also supports clients with estate planning, family office services, and connections to private markets and investment funds.
