Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

16,516 m

Country

Switzerland

Sector

Finance

Dividend yield

3.48%

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	16,516 m
EPS, EUR	-
P/B ratio	2.1
P/E ratio	13.5
Dividend yield	3.48%

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 37 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	8,148
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	10,457
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	88
Amundi MSCI World Swap II UCITS ETF Dist	0.02%	Equity World	8,649
Xtrackers MSCI Europe UCITS ETF 1D	0.13%	Equity Europe	394
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,682
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	49,047
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.98%	Equity Europe Financials	102
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.16%	Equity Europe Social/Environmental	35
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.07%	Equity Europe Social/Environmental	120
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,949
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,075
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	188
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,866
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,861
Amundi Core MSCI Europe UCITS ETF Dist	0.12%	Equity Europe	459
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,722
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	3,024
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	112
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	59
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	23,250
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	498
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	30,793
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.12%	Equity Europe	10,808
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	596
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	9,668
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	949
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.16%	Equity Europe	3,403
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental Climate Change	26
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	5,030
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,139
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,861
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.05%	Equity Europe Covered Call Alternative Investments	26
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	662
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	1,468
iShares MSCI Europe ex-UK UCITS ETF	0.16%	Equity Europe	1,529
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	122

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