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	8,173
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	10,692
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	102
Amundi MSCI World Swap II UCITS ETF Dist	0.02%	Equity World	8,606
Xtrackers MSCI Europe UCITS ETF 1D	0.13%	Equity Europe	400
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.04%	Equity World	8
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,690
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	51,203
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.87%	Equity Europe Financials	100
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	116
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,968
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,003
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	189
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,972
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,912
Amundi Core MSCI Europe UCITS ETF Dist	0.13%	Equity Europe	451
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,713
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	3,019
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	111
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	60
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	23,550
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	483
iShares MSCI All Country World UCITS ETF USD (Acc)	0.02%	Equity World	31,511
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.13%	Equity Europe	10,541
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	553
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	9,897
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	961
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.16%	Equity Europe	3,364
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental Climate Change	26
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	9
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	4,894
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,156
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,759
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.05%	Equity Europe Covered Call Alternative Investments	25
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	675
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	1,455
iShares MSCI Europe ex-UK UCITS ETF	0.16%	Equity Europe	1,501
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	123

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