Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

13,329 m

Country

Switzerland

Sector

Finance

Dividend yield

4.31%

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	13,329 m
EPS, EUR	-
P/B ratio	1.8
P/E ratio	14.3
Dividend yield	4.31%

Income statement (2024)

Revenue, EUR	6,599 m
Net income, EUR	1,074 m
Profit margin	16.27%

What ETF is Julius Bär Gruppe AG in?

There are 48 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 Europe SRI UCITS ETF EUR (Dist)	0.46%	Equity Europe Social/Environmental	226
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,443
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	4,889
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	861
Xtrackers MSCI Europe UCITS ETF 1D	0.11%	Equity Europe	125
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	651
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	26,195
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.39%	Equity Europe Financials	78
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	4,000
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.13%	Equity Europe Social/Environmental	31
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.06%	Equity Europe Social/Environmental	127
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,259
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	879
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	132
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	1,375
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,746
Amundi Core MSCI Europe UCITS ETF Dist	0.10%	Equity Europe	509
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,684
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.10%	Equity Europe	1,948
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	91
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	53
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	35
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	18,763
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.12%	Equity Europe Social/Environmental	470
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	21,156
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	64
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	186
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.11%	Equity Europe	10,056
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	488
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	6,303
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	285
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.14%	Equity Europe	3,181
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.18%	Equity Europe Social/Environmental Climate Change	26
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.09%	Equity Europe Social/Environmental	4,111
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,524
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.10%	Equity Europe	4,105
Amundi MSCI Europe Growth UCITS ETF Dist	0.07%	Equity Europe Growth	76
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	959
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	1,029
Amundi MSCI Europe UCITS ETF Acc	0.11%	Equity Europe	739
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.46%	Equity Europe Social/Environmental	9
iShares MSCI Europe ex-UK UCITS ETF	0.14%	Equity Europe	1,256
iShares MSCI World SRI UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	1,442
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.46%	Equity Europe Social/Environmental	94
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.19%	Equity World Financials Social/Environmental	540
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	87
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84

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