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.

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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	8,565
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	11,907
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	121
Amundi MSCI World Swap II UCITS ETF Dist	0.02%	Equity World	9,059
Xtrackers MSCI Europe UCITS ETF 1D	0.13%	Equity Europe	374
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.04%	Equity World	11
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,763
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	56,604
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.91%	Equity Europe Financials	95
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	117
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	2,165
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,029
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	197
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	3,255
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	6,252
Amundi Core MSCI Europe UCITS ETF Dist	0.13%	Equity Europe	428
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,783
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.13%	Equity Europe	3,204
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	159
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	63
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	24,333
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental	490
iShares MSCI All Country World UCITS ETF USD (Acc)	0.02%	Equity World	32,064
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.13%	Equity Europe	10,771
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	574
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	10,320
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	969
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.16%	Equity Europe	3,663
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.23%	Equity Europe Social/Environmental Climate Change	23
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	118
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	5,155
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,272
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.13%	Equity Europe	4,827
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	692
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	1,675
iShares MSCI Europe ex-UK UCITS ETF	0.17%	Equity Europe	1,319
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	198

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