profit from every CHF 100 of sales.
CHF 0CHF 100
Julius Bär Gruppe
CHF 71.18-0.86% today
+17.8% in 1 year
1-year low CHF 55.621-year high CHF 76.76
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
0%20% a year
You pay CHF 19.18 for every CHF 1 of profit it makes in a year.
CheapExpensive
of earnings would pay off all its debt.
No debt5 years
Money in, money out
What Julius Bär Gruppe sold, what it kept, and what it did with the cash.
Sales went from CHF 3.87 billion in 2022 to CHF 4.08 billion in 2025, with CHF 764 million of profit last year.
SalesProfit
Julius Bär Gruppe handed back 54% of the cash it generated last year.
CHF 536M
Free cash flow 2025CHF 985M
Bought back its own shares–
Paid as dividendsCHF 536M
Cash vs. debtCHF 11.8B vs. CHF 4.3B
Julius Bär Gruppe vs. similar companies
Julius Bär Gruppe grows in the middle of these 5 and is priced in the middle for its profits.
| Company | Profit from CHF 100 of sales | Sales growth a year | Price per CHF 1 of profit |
|---|---|---|---|
| Julius Bär Gruppe | 19.2× · Fair price | ||
 BlackRock | 34.0× · Expensive | ||
 Blackstone | 49.1× · Expensive | ||
 Investor | 8.5× · Cheap | ||
 Brookfield | 70.0× · Very expensive |
AI analysis
An AI analyst reads Julius Bär Gruppe's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of CHF | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 3,874 | 3,867 | 3,897 | 4,076 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| 950 | 454 | 1,022 | 764 | |
| 4.56 | 2.21 | 4.97 | 3.71 | |
| – | – | – | – | |
| – | – | – | – | |
| 24.5% | 11.7% | 26.2% | 18.7% |
Balance sheet
| In millions of CHF | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 105,644 | 96,786 | 105,072 | 107,489 |
| Cash | 16,039 | 13,544 | 13,783 | 11,820 |
| Total debt | 2,987 | 3,728 | 4,058 | 4,289 |
| Total liabilities | 99,354 | 90,623 | 98,243 | 100,259 |
| 6,287 | 6,161 | 6,827 | 7,228 | |
| 208 | 206 | 205 | 206 | |
| – | – | – | – | |
| 15.1% | 7.4% | 15.0% | 10.6% |
Cash flow
| In millions of CHF | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -1,794 | -929 | 2,126 | 1,232 | |
| 197 | 240 | 254 | 247 | |
| -1,990 | -1,169 | 1,872 | 985 | |
| Dividends paid | 554 | 536 | 536 | 536 |
| 226 | – | – | – | |
| – | – | – | – |
Valuation
- 19.2×
- –
- –
- 1.8×
- 3.6×
- 14.9×
- –
- 6.7%
- 5.2%
- 3.7%
Profitability
- –
- –
- 18.7%
- –
- –
- –
- –
- –
- –
- –
Growth
- +1.7%
- −6.6%
- –
- –
- −0.5%
Financial health
- –
- 0.59
- –
- –
- –
- –
- –
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Bottom 31%of 883
Bottom 25%of 880
Top 39%of 929
3.7%of the share price, paid each year
On $1,000 invested$37a year at today's yield, before tax
–per share
Raised–not every year
How safe it looks
70.1% of its profit
Room to growStretchedMore than it earns: 54.4%
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
Not enough data
Questions about Julius Bär Gruppe
Is Julius Bär Gruppe a good stock to buy?
A solid business at a fair price. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Julius Bär Gruppe AI analysis
What does Julius Bär Gruppe do?
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. It is in Asset Management, based in Zurich, Switzerland, with 7,390 employees.
Does Julius Bär Gruppe pay a dividend?
Yes. At today's price the dividend is 3.7% a year, about 70% of its yearly profit. In 2025 it paid out CHF 536 million in dividends.
Is Julius Bär Gruppe stock halal?
No. Julius Bär Gruppe does not pass our halal screen: its cash and confirmed interest-bearing investments are 81% of its market value, at or above the 33% limit. How we check
How has Julius Bär Gruppe stock done over the past year?
Up 17.8% over the past twelve months, to CHF 71.18. It traded between CHF 55.62 and CHF 76.76 and is 7.3% below its high.
Who are Julius Bär Gruppe's competitors?
The largest listed companies in the same industry are BlackRock, Blackstone, Investor and Brookfield. The peers table on this page compares their profit, growth and price with Julius Bär Gruppe's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.