Julius Baer Gruppe

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

14,780 m

Country

Switzerland

Sector

Finance

Dividend yield

3.97%

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Overview

Description

Julius Bär Gruppe AG engages in the provision of private banking services. Its services include discretionary mandates, investment advisory, open product and service platform, financial market services, investor services, financing, and wealth planning. The company was founded by Raymond Julius Baer in 2009 and is headquartered in Zurich, Switzerland.

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Finance Investment Services Switzerland

Financials

Key metrics

Market capitalisation, EUR	14,780 m
EPS, EUR	-
P/B ratio	2.0
P/E ratio	15.5
Dividend yield	3.97%

Income statement (2024)

Revenue, EUR	6,599 m
Net income, EUR	1,074 m
Profit margin	16.27%

What ETF is Julius Baer Gruppe in?

There are 49 ETFs which contain Julius Baer Gruppe. All of these ETFs are listed in the table below. The ETF with the largest weighting of Julius Baer Gruppe is the iShares STOXX Europe 600 Financial Services UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,183
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,466
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	937
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	30,482
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.59%	Equity Europe Financials	86
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	3,870
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,359
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	1,832
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,048
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,744
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	36
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	23,085
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	70
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	495
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	403
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.14%	Equity Europe	3,310
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.19%	Equity Europe Social/Environmental Climate Change	34
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,571
Amundi MSCI Europe UCITS ETF Acc	0.12%	Equity Europe	635
iShares MSCI Europe ex-UK UCITS ETF	0.15%	Equity Europe	1,328
iShares MSCI World SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,451
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.54%	Equity Europe Social/Environmental	88
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.32%	Equity World Financials Social/Environmental	535
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	94
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.48%	Equity Europe Social/Environmental	225
Xtrackers MSCI Europe UCITS ETF 1D	0.11%	Equity Europe	141
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	724
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,635
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.14%	Equity Europe Social/Environmental	35
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.06%	Equity Europe Social/Environmental	130
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,006
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	117
Amundi Core MSCI Europe UCITS ETF Dist	0.11%	Equity Europe	694
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,350
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,682
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	467
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	205
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.11%	Equity Europe	11,067
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	7,664
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	4,495
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,579
Amundi MSCI Europe Growth UCITS ETF Dist	0.09%	Equity Europe Growth	82
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	989
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	1,283
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.48%	Equity Europe Social/Environmental	5
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	93

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