Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

14,162 m

Country

Switzerland

Sector

Finance

Dividend yield

4.10%

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	14,162 m
EPS, EUR	-
P/B ratio	1.8
P/E ratio	17.1
Dividend yield	4.10%

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)
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,057
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,012
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,118
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	41,124
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.80%	Equity Europe Financials	97
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.09%	Equity World Social/Environmental Climate Change	4,104
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,843
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,369
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,450
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,651
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	103
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	28,661
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	82
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	581
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	797
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.15%	Equity Europe	3,317
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental Climate Change	20
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,970
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.05%	Equity Europe Covered Call Alternative Investments	17
Amundi MSCI Europe UCITS ETF Acc	0.11%	Equity Europe	595
iShares MSCI Europe ex-UK UCITS ETF	0.16%	Equity Europe	1,452
iShares MSCI World SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,580
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.53%	Equity Europe Social/Environmental	44
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.37%	Equity World Financials Social/Environmental	122
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	98
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.50%	Equity Europe Social/Environmental	202
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	59
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	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	861
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,755
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	121
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,129
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	181
Amundi Core MSCI Europe UCITS ETF Dist	0.12%	Equity Europe	446
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	2,930
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	57
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,083
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	481
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	226
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.12%	Equity Europe	10,603
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	8,586
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,880
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,559
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	812
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	1,385
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.50%	Equity Europe Social/Environmental	6
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	110

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