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Julius Bär

VTX:BAER · CH0102484968
Capital MarketsSmall

360° View

32
Price/Sales64
Price/Earnings59
Price/Book48
Dividend Yield73
Revenue Growth75
Profit Growth93
Capital Growth76
TSR 52w74
Leverage91
Liquidity20
Refinancing66
Combined40
Analyst Opinions39
Pro Holdings50
Opinion Changes76
Market Pulse59

Profile

CountrySwitzerland
IndustryCapital Markets
SizeSmall
TypePublic Company
ExchangeSWX
Employees6,392
Websitejuliusbaer.com
ISINCH0102484968
Last UpdateApr 2, 2026
Index & Theme
BankingFinance

Description

Julius Bär Gruppe AG.is a premier Swiss private banking group specializing in wealth management services. The company has built a strong reputation for providing tailored financial solutions to a diverse clientele, including high-net-worth individual…

Analysis

Julius Bär's 360° View rank of 32 places it below its peer average — better than 32% of its true peers.

It's a growth standout (100) and reasonably valued (67). On safety it is carrying more balance-sheet risk (35), and the market shows favorable sentiment (71). Taken together, its Combined rank of 40 reads as below its peer average.

360° rank · history

1007550250
32
2023202420252026

All-time high

59

Jan 2023

All-time low

15

Jan 2025

Average rank

31

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
64
56
72
58
Price/Earnings
59
43
76
67
Price/Book
48
40
50
44
Dividend Yield
73
44
56
60
Value (overall)
67
35
81
65

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
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