Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

16,411 m

Country

Switzerland

Sector

Finance

Dividend yield

3.49%

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.

Show more Show less

Finance Investment Services Switzerland

Financials

Key metrics

Market capitalisation, EUR	16,411 m
EPS, EUR	-
P/B ratio	2.1
P/E ratio	13.4
Dividend yield	3.49%

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 39 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	8,534
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	11,612
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	114
Amundi MSCI World Swap II UCITS ETF Dist	0.02%	Equity World	9,041
Xtrackers MSCI Europe UCITS ETF 1D	0.13%	Equity Europe	391
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.04%	Equity World	13
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,900
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	55,102
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.91%	Equity Europe Financials	97
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.16%	Equity Europe Social/Environmental	34
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.07%	Equity Europe Social/Environmental	119
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	2,094
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,041
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	199
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	3,093
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	6,196
Amundi Core MSCI Europe UCITS ETF Dist	0.13%	Equity Europe	459
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,782
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.13%	Equity Europe	3,041
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	117
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	62
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	24,335
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental	477
iShares MSCI All Country World UCITS ETF USD (Acc)	0.02%	Equity World	32,223
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.13%	Equity Europe	10,451
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	579
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	9,982
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	968
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.16%	Equity Europe	3,300
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.23%	Equity Europe Social/Environmental Climate Change	36
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	87
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	4,962
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,321
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.13%	Equity Europe	4,705
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	679
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	1,626
iShares MSCI Europe ex-UK UCITS ETF	0.17%	Equity Europe	1,295
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	156

Change your settings