Julius Bär Gruppe AG

ISIN CH0102484968

WKN A0YBDU

Market cap (in EUR)

14,768 m

Country

Switzerland

Sector

Finance

Dividend yield

3.95%

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	14,768 m
EPS, EUR	-
P/B ratio	1.9
P/E ratio	17.7
Dividend yield	3.95%

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	9,172
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,024
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,132
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	41,813
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	2.80%	Equity Europe Financials	98
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.09%	Equity World Social/Environmental Climate Change	4,150
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,828
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,435
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,491
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,691
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	139
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	43
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,094
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	83
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	585
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	940
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.15%	Equity Europe	3,360
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental Climate Change	21
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,998
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	610
iShares MSCI Europe ex-UK UCITS ETF	0.16%	Equity Europe	1,482
iShares MSCI World SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,579
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.53%	Equity Europe Social/Environmental	46
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.37%	Equity World Financials Social/Environmental	125
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	99
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.50%	Equity Europe Social/Environmental	204
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity Europe Covered Call Alternative Investments	62
Xtrackers MSCI Europe UCITS ETF 1D	0.12%	Equity Europe	129
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	871
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,806
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	122
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,136
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	457
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	2,961
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	58
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,340
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	487
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	229
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.12%	Equity Europe	10,702
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	8,665
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,928
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,615
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	814
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	1,404
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	111

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