Julius Bär Gruppe AG

ISIN CH0102484968

 | 

WKN A0YBDU

Market cap (in EUR)
14 336 M
Country
Suisse
Sector
Finances
Dividend yield
4,08%
 

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 14 336 M
EPS, EUR -
P/B ratio 1,8
P/E ratio 17,2
Dividend yield 4,08%

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
7,718
UBS Core MSCI World UCITS ETF USD acc 0,02%
Equity
World
8,165
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,01%
Equity
World
Multi-Asset Strategy
1,028
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,02%
Equity
World
36,199
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) 2,72%
Equity
Europe
Financials
96
UBS MSCI World Socially Responsible UCITS ETF USD dis 0,08%
Equity
World
Social/Environmental
Climate Change
3,913
UBS Core MSCI World UCITS ETF USD dis 0,02%
Equity
World
1,747
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,04%
Equity
World
Dividend
2,148
Vanguard FTSE Developed World UCITS ETF Acc 0,02%
Equity
World
5,550
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0,01%
Equity
World
Social/Environmental
1,606
UBS Core MSCI World UCITS ETF hGBP dis 0,02%
Equity
World
98
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
26,143
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
77
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,02%
Equity
World
Social/Environmental
515
UBS Core MSCI World UCITS ETF hEUR acc 0,02%
Equity
World
726
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 0,14%
Equity
Europe
3,119
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0,20%
Equity
Europe
Social/Environmental
Climate Change
30
Vanguard FTSE Developed World UCITS ETF Distributing 0,02%
Equity
World
3,724
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
578
iShares MSCI Europe ex-UK UCITS ETF 0,15%
Equity
Europe
1,325
iShares MSCI World SRI UCITS ETF USD (Dist) 0,08%
Equity
World
Social/Environmental
1,488
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
96
iShares MSCI Europe SRI UCITS ETF EUR (Dist) 0,48%
Equity
Europe
Social/Environmental
193
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist) 0,05%
Equity
Europe
Covered Call
Alternative Investments
31
Xtrackers MSCI Europe UCITS ETF 1D 0,11%
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
784
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
116
iShares MSCI World Screened UCITS ETF USD (Dist) 0,02%
Equity
World
Social/Environmental
1,094
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0,06%
Equity
World
Social/Environmental
Climate Change
121
Amundi Core MSCI Europe UCITS ETF Dist 0,12%
Equity
Europe
691
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0,11%
Equity
Europe
2,457
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
20,846
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0,13%
Equity
Europe
Social/Environmental
443
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,00%
Equity
World
Multi-Asset Strategy
217
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0,11%
Equity
Europe
10,567
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,04%
Equity
World
Dividend
7,965
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0,03%
Equity
Europe
Social/Environmental
4,468
Vanguard FTSE Developed Europe UCITS ETF Distributing 0,11%
Equity
Europe
4,361
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,00%
Equity
World
Social/Environmental
731
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0,14%
Equity
Europe
1,327
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
97
— 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.