Julius Bär Gruppe AG

ISIN CH0102484968

 | 

WKN A0YBDU

Market cap (in EUR)
14 156 M
Country
Suisse
Sector
Finances
Dividend yield
4,14%
 

Overview

Description

Julius Bär Gruppe AG fournit des services de banque privée. Ses services comprennent les mandats discrétionnaires, le conseil en investissement, une plateforme ouverte de produits et de services, des services de marchés financiers, des services aux investisseurs, le financement et la planification patrimoniale. La société a été fondée par Raymond Julius Baer en 2009 et son siège social se trouve à Zurich, en Suisse.
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Finances Services d'investissement Suisse

Financials

Key metrics

Market capitalisation, EUR 14 156 M
EPS, EUR -
P/B ratio 1,8
P/E ratio 16,9
Dividend yield 4,14%

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
8,027
UBS Core MSCI World UCITS ETF USD acc 0.02%
Equity
World
8,914
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.01%
Equity
World
Multi-Asset Strategy
1,099
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.02%
Equity
World
39,274
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) 2.72%
Equity
Europe
Financials
97
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.08%
Equity
World
Social/Environmental
Climate Change
4,071
UBS Core MSCI World UCITS ETF USD dis 0.02%
Equity
World
1,841
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.04%
Equity
World
Dividend
2,286
Vanguard FTSE Developed World UCITS ETF Acc 0.02%
Equity
World
5,872
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.01%
Equity
World
Social/Environmental
1,648
UBS Core MSCI World UCITS ETF hGBP dis 0.02%
Equity
World
102
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
41
iShares MSCI ACWI UCITS ETF USD (Acc) 0.02%
Equity
World
28,177
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
79
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.02%
Equity
World
Social/Environmental
542
UBS Core MSCI World UCITS ETF hEUR acc 0.02%
Equity
World
797
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 0.14%
Equity
Europe
3,296
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0.20%
Equity
Europe
Social/Environmental
Climate Change
28
Vanguard FTSE Developed World UCITS ETF Distributing 0.02%
Equity
World
3,927
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc) 0.05%
Equity
Europe
Covered Call
Alternative Investments
16
Amundi MSCI Europe UCITS ETF Acc 0.10%
Equity
Europe
600
iShares MSCI Europe ex-UK UCITS ETF 0.15%
Equity
Europe
1,424
iShares MSCI World SRI UCITS ETF USD (Dist) 0.08%
Equity
World
Social/Environmental
1,548
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D) 0.54%
Equity
Europe
Social/Environmental
45
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.35%
Equity
World
Financials
Social/Environmental
119
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
98
iShares MSCI Europe SRI UCITS ETF EUR (Dist) 0.48%
Equity
Europe
Social/Environmental
200
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist) 0.05%
Equity
Europe
Covered Call
Alternative Investments
49
Xtrackers MSCI Europe UCITS ETF 1D 0.11%
Equity
Europe
130
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
832
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.15%
Equity
Europe
Social/Environmental
36
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist) 0.06%
Equity
Europe
Social/Environmental
120
iShares MSCI World Screened UCITS ETF USD (Dist) 0.02%
Equity
World
Social/Environmental
1,135
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.06%
Equity
World
Social/Environmental
Climate Change
126
Amundi Core MSCI Europe UCITS ETF Dist 0.12%
Equity
Europe
640
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.11%
Equity
Europe
2,850
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.01%
Equity
World
Social/Environmental
56
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.02%
Equity
World
21,871
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0.13%
Equity
Europe
Social/Environmental
478
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
223
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0.11%
Equity
Europe
10,495
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.04%
Equity
World
Dividend
8,259
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0.03%
Equity
Europe
Social/Environmental
4,683
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.11%
Equity
Europe
4,524
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.00%
Equity
World
Social/Environmental
757
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0.14%
Equity
Europe
1,364
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist) 0.48%
Equity
Europe
Social/Environmental
5
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
106
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.