Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

14,724 m

Country

Switzerland

Sector

Finance

Dividend yield

3.98%

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	14,724 m
EPS, EUR	-
P/B ratio	1.8
P/E ratio	17.6
Dividend yield	3.98%

Income statement (2025)

Revenue, EUR	6,513 m
Net income, EUR	817 m
Profit margin	12.54%

What ETF is Julius Bär Gruppe AG in?

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

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,034
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,897
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,085
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	39,257
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.72%	Equity Europe Financials	97
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	4,080
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,839
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,288
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,871
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,648
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	103
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	28,162
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	79
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	541
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	782
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.14%	Equity Europe	3,280
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental Climate Change	28
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,927
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.05%	Equity Europe Covered Call Alternative Investments	16
Amundi MSCI Europe UCITS ETF Acc	0.10%	Equity Europe	600
iShares MSCI Europe ex-UK UCITS ETF	0.15%	Equity Europe	1,423
iShares MSCI World SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,550
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.54%	Equity Europe Social/Environmental	45
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.35%	Equity World Financials Social/Environmental	120
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	98
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.48%	Equity Europe Social/Environmental	200
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	47
Xtrackers MSCI Europe UCITS ETF 1D	0.11%	Equity Europe	130
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	831
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.15%	Equity Europe Social/Environmental	36
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.06%	Equity Europe Social/Environmental	119
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,136
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	126
Amundi Core MSCI Europe UCITS ETF Dist	0.12%	Equity Europe	640
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,845
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	55
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,861
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	477
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	222
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.11%	Equity Europe	10,507
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	8,265
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,681
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,523
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	758
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	1,357
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	105

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