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Market Closed -
Other stock markets
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5-day change | 1st Jan Change | ||
| 65.90 CHF | -0.18% |
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+3.39% | +5.61% |
| 11/06 | A Rebound With Strings Attached |  |
| 11/06 | India sees $3 billion debt fundraising rush as yields slump after RBI moves, bankers say | RE |
Business description: Julius Bär Gruppe AG
Number of employees: 7,390
Sales by Activity: Julius Bär Gruppe AG
| Fiscal Period: December | 2021 (CHF) | 2022 (CHF) | 2023 (CHF) | 2024 (CHF) | 2025 (CHF) |
|---|---|---|---|---|---|
Private Banking | 385.79Cr | 385.34Cr | 323.95Cr | 386.08Cr | 376.04Cr |
Geographical breakdown of sales: Julius Bär Gruppe AG
| Fiscal Period: December | 2021 (CHF) | 2022 (CHF) | 2023 (CHF) | 2024 (CHF) | 2025 (CHF) |
|---|---|---|---|---|---|
Switzerland | 212.1Cr | 217.7Cr | 158.3Cr | 214.4Cr | 210.8Cr |
Asia and Other Countries | 108.5Cr | 102.7Cr | 98Cr | 106Cr | 115.4Cr |
Europe (Excl. Switzerland) | 81Cr | 81Cr | 80Cr | 81Cr | 84Cr |
Americas | 7.1Cr | 7.1Cr | 6.3Cr | 5.1Cr | -7.7Cr |
Consolidation Items | -23Cr | -23Cr | -18Cr | -21Cr | -27Cr |
Executive Committee: Julius Bär Gruppe AG
| Manager | Title | Age | Since |
|---|---|---|---|
| Chief Executive Officer | - | 09/01/2025 | |
Evie Kostakis
DFI | Director of Finance/CFO | 50 | 01/07/2022 |
Victoria McLean
CMP | Compliance Officer | 54 | 01/02/2026 |
Jean Nabaa
COO | Chief Operating Officer | - | 13/04/2026 |
Yves Bonzon
CIO | Chief Investment Officer | 61 | 01/01/2020 |
Composition of the Board of Directors: Julius Bär Gruppe AG
| Director | Title | Age | Since |
|---|---|---|---|
| Director/Board Member | 59 | 10/04/2019 | |
Kathryn Shih
BRD | Director/Board Member | 68 | 01/09/2020 |
| Director/Board Member | 66 | 12/04/2022 | |
| Director/Board Member | 63 | 13/04/2023 | |
Bruce Fletcher
BRD | Director/Board Member | - | 11/04/2024 |
Noel Quinn
CHM | Chairman | 64 | 01/05/2025 |
Colin Bell
BRD | Director/Board Member | 58 | 09/04/2026 |
Urban Angehrn
BRD | Director/Board Member | 61 | 09/04/2026 |
Holdings: Julius Bär Gruppe AG
| Name | Stocks | % | Valuation |
|---|---|---|---|
| 85,28,45,825 | 21.46% | 2 434 M $ | |
| 85,28,45,825 | 24.44% | 415 M $ | |
| 85,28,45,825 | 24.5% | 160 M $ | |
JULIUS BÄR GRUPPE AG 0.16% | 3,35,971 | 0.16% | 28 M $ |
Company details: Julius Bär Gruppe AG
Group companies: Julius Bär Gruppe AG
| Name | Category and Sector |
|---|---|
Julius Baer & Financial Services ( Israel ) Ltd.
 Julius Baer & Financial Services ( Israel ) Ltd. Investment ManagersFinance Provides investment advisory and wealth management services |
Investment Managers
|
Julius Baer & Financial Services ( Israel ) Ltd.
Julius Baer & Financial Services ( Israel ) Ltd. Investment ManagersFinance Provides investment advisory and wealth management services |
Investment Managers
|
Julius Baer International Ltd.
 Julius Baer International Ltd. Investment ManagersFinance JBI seeks to provide holistic, tailor-made solutions to meet the needs and objectives of their clients. Core to their financial counseling is a comprehensive knowledge and understanding of their clients' objectives. Then, the firm's structured decision-making process is shaped through the expertise of their groups' financial services knowledge and interdisciplinary teams of specialists. JBI draws on a broad range of in-house services and products as well as from external specialists to add value to the individual solutions on behalf of their clients. |
Investment Managers
|
Julius Baer International Ltd.
Julius Baer International Ltd. Investment ManagersFinance JBI seeks to provide holistic, tailor-made solutions to meet the needs and objectives of their clients. Core to their financial counseling is a comprehensive knowledge and understanding of their clients' objectives. Then, the firm's structured decision-making process is shaped through the expertise of their groups' financial services knowledge and interdisciplinary teams of specialists. JBI draws on a broad range of in-house services and products as well as from external specialists to add value to the individual solutions on behalf of their clients. |
Investment Managers
|
Trendway Investment Co. |
Private Banks
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -0.18% | +3.39% | +26.25% | +15.05% | 1.71TCr | |
| 0.00% | +13.24% | +36.98% | +109.78% | 857.82Cr | |
| +1.32% | +4.84% | +20.37% | +83.70% | 626.89Cr | |
| +0.10% | -1.64% | +21.39% | +59.83% | 28Cr | |
| 0.00% | +0.87% | -2.98% | -21.63% | 12Cr | |
| -2.37% | -3.84% | -30.18% | -53.14% | 5.85Cr | |
| Average | -0.19% | +2.43% | +11.97% | +32.26% | 539.35Cr | |
| Weighted average by Cap. | +0.16% | +5.15% | +27.70% | +53.58% |
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Quarterly revenue - Rate of surprise
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