Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Julius Bär Gruppe AG is a leading Swiss multinational private banking group headquartered in Zurich, specializing in wealth management for private clients worldwide. Founded in 1890 as a family-run exchange office, it has evolved into one of the largest dedicated private banks, managing CHF 521 billion in assets as of the end of 2025, with operations across approximately 25 countries and over 7,500 employees. The group offers comprehensive services including investment advisory, discretionary mandates, structured products, securities execution, private markets access, wealth planning, family office solutions, and bespoke lending. Its open product platform enables objective, client-centric advice, emphasizing long-term relationships, confidentiality, and holistic wealth preservation across generations. Julius Bär Gruppe AG serves high-net-worth individuals through key locations in Europe, Asia, the Americas, and the Middle East, underpinned by a solid financial base and entrepreneurial culture. As the parent of Bank Julius Baer & Co. Ltd., it upholds traditional Swiss banking values while navigating global markets.
Revenue grew 4.6%, steady but not accelerating. Free cash flow declined 47% despite revenue growth, conversion is weakening.
Free cash flow declined 47% versus the prior year, cash generation momentum has weakened.
Profitability & Returns
Revenue (TTM)
CHF 4.08B
▲ +4.6% YoY
Net Income (TTM)
CHF 764M
▼ -25.3% YoY
Op. Margin
—
ROIC
—
Cash Flow & Balance Sheet
FCF (TTM)
CHF 985M
▼ -47.4% YoY
Op. Cash Flow (TTM)
CHF 996M
▼ -53.1% YoY
Net Debt
-CHF 7.53B
Net Cash Position
Cash & Equiv.
CHF 11.82B
3Y CAGR: +1.7%
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