Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

16,522 m

Country

Switzerland

Sector

Finance

Dividend yield

3.52%

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	16,522 m
EPS, EUR	-
P/B ratio	2.1
P/E ratio	19.9
Dividend yield	3.52%

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 47 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	8,119
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,920
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	72
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,170
Xtrackers MSCI Europe UCITS ETF 1D	0.12%	Equity Europe	247
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	896
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,932
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	44,368
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.77%	Equity Europe Financials	99
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	4,228
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.15%	Equity Europe Social/Environmental	35
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.07%	Equity Europe Social/Environmental	123
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,923
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,148
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	193
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,695
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,665
Amundi Core MSCI Europe UCITS ETF Dist	0.12%	Equity Europe	452
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,746
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,826
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	108
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	59
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	43
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,689
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	500
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,601
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	88
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	233
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.12%	Equity Europe	10,643
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	592
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	8,992
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	882
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.15%	Equity Europe	3,332
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental Climate Change	26
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,886
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,074
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,676
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.05%	Equity Europe Covered Call Alternative Investments	18
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	591
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	1,417
Amundi MSCI Europe UCITS ETF	0.11%	Equity Europe	615
iShares MSCI Europe ex-UK UCITS ETF	0.15%	Equity Europe	1,478
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)	0.04%	Equity World Financials Social/Environmental	121
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	117
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100

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