Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

13,708 m

Country

Switzerland

Sector

Finance

Dividend yield

4.23%

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	13,708 m
EPS, EUR	-
P/B ratio	1.7
P/E ratio	16.6
Dividend yield	4.23%

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 49 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	7,587
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,993
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,008
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	35,326
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.72%	Equity Europe Financials	95
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	3,856
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,717
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,117
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,453
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,583
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	130
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	38
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	25,679
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	76
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	506
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	709
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.14%	Equity Europe	3,074
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental Climate Change	29
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,652
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	0.10%	Equity Europe	571
iShares MSCI Europe ex-UK UCITS ETF	0.15%	Equity Europe	1,306
iShares MSCI World SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,472
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.54%	Equity Europe Social/Environmental	35
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.35%	Equity World Financials Social/Environmental	123
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	95
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.48%	Equity Europe Social/Environmental	190
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	30
Xtrackers MSCI Europe UCITS ETF 1D	0.11%	Equity Europe	124
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	773
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)	0.06%	Equity Europe Social/Environmental	114
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,070
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	119
Amundi Core MSCI Europe UCITS ETF Dist	0.12%	Equity Europe	683
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,427
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	20,489
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	435
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	216
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.11%	Equity Europe	10,437
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	7,895
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,417
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,309
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	720
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	1,308
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.48%	Equity Europe Social/Environmental	6
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	96

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