Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

13,839 m

Country

Switzerland

Sector

Finance

Dividend yield

4.28%

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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	13,839 m
EPS, EUR	-
P/B ratio	1.8
P/E ratio	14.4
Dividend yield	4.28%

Income statement (2024)

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

What ETF is Julius Bär Gruppe AG in?

There are 48 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 Europe SRI UCITS ETF EUR (Dist)	0.53%	Equity Europe Social/Environmental	207
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,213
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,313
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	937
Xtrackers MSCI Europe UCITS ETF 1D	0.12%	Equity Europe	122
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	722
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,239
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	30,766
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.75%	Equity Europe Financials	103
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.09%	Equity World Social/Environmental Climate Change	3,717
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.15%	Equity Europe Social/Environmental	33
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.07%	Equity Europe Social/Environmental	120
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,363
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	997
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	115
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	1,885
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,005
Amundi Core MSCI Europe UCITS ETF Dist	0.12%	Equity Europe	670
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,560
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	2,284
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	89
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	53
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	36
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,265
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	412
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	22,692
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	69
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	207
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.12%	Equity Europe	10,469
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	480
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	7,551
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	403
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.15%	Equity Europe	3,106
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental Climate Change	32
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.05%	Equity Europe Social/Environmental	4,236
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,516
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,304
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	941
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	1,248
Amundi MSCI Europe UCITS ETF Acc	0.13%	Equity Europe	614
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.53%	Equity Europe Social/Environmental	5
iShares MSCI Europe ex-UK UCITS ETF	0.16%	Equity Europe	1,248
iShares MSCI World SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,435
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.59%	Equity Europe Social/Environmental	85
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.35%	Equity World Financials Social/Environmental	153
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	91
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	92

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