Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

13,362 m

Country

Switzerland

Sector

Finance

Dividend yield

4.35%

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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	13,362 m
EPS, EUR	-
P/B ratio	1.7
P/E ratio	16.1
Dividend yield	4.35%

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 50 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	7,280
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,243
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	962
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	32,641
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.91%	Equity Europe Financials	94
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.09%	Equity World Social/Environmental Climate Change	3,731
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,387
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,047
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,150
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,565
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	37
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	23,548
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	71
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	478
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	526
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.15%	Equity Europe	3,159
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental Climate Change	33
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,542
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.05%	Equity Europe Covered Call Alternative Investments	15
Amundi MSCI Europe UCITS ETF Acc	0.13%	Equity Europe	623
iShares MSCI Europe ex-UK UCITS ETF	0.16%	Equity Europe	1,297
iShares MSCI World SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,426
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.58%	Equity Europe Social/Environmental	35
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.36%	Equity World Financials Social/Environmental	121
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	95
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.53%	Equity Europe Social/Environmental	193
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	21
Xtrackers MSCI Europe UCITS ETF 1D	0.12%	Equity Europe	126
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	743
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,203
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.15%	Equity Europe Social/Environmental	34
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.07%	Equity Europe Social/Environmental	116
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,001
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	116
Amundi Core MSCI Europe UCITS ETF Dist	0.13%	Equity Europe	693
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,409
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,661
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	431
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	210
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.12%	Equity Europe	10,687
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	7,782
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.05%	Equity Europe Social/Environmental	4,480
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,385
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	713
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	1,299
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.53%	Equity Europe Social/Environmental	5
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	93

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