Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

15,603 m

Country

Switzerland

Sector

Finance

Dividend yield

3.68%

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	15,603 m
EPS, EUR	-
P/B ratio	2.0
P/E ratio	12.7
Dividend yield	3.68%

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	8,126
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,968
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	81
Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	1,184
Xtrackers MSCI Europe UCITS ETF 1D	0.12%	Equity Europe	481
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	917
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,788
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	45,726
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.77%	Equity Europe Financials	101
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	4,149
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	122
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,957
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,050
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	186
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,844
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,714
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	1,742
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,882
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	109
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	58
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	44
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,736
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	497
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,874
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	91
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	237
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.12%	Equity Europe	10,670
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	588
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	9,403
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	911
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.15%	Equity Europe	3,301
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental Climate Change	27
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,873
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,077
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,750
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.05%	Equity Europe Covered Call Alternative Investments	19
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	597
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	1,431
Amundi MSCI Europe UCITS ETF	0.11%	Equity Europe	615
iShares MSCI Europe ex-UK UCITS ETF	0.15%	Equity Europe	1,470
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF Dist	0.54%	Equity Europe Social/Environmental	44
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.04%	Equity World Financials Social/Environmental	125
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	119
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	101

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