Julius Baer Gruppe AG

BAER

Company Profile

  • Business description

    Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the US in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

  • Contact

    Bahnhofstrasse 36
    Zurich8010
    CHE

    T: +41 588881111

    https://www.juliusbaer.com

  • Sector

    Financial Services

    Stock type

    Cyclical

  • Industry

    Asset Management

    Fiscal Year End

    31 December 2025

    Employees

    7,335

Stocks News & Analysis

stocks

Eagers international foray

Our view on CanadaOne acquisition.
stocks

Tesla: Shares down despite record deliveries

We think the positive third-quarter numbers will be largely offset by a weak fourth quarter.
stocks

ASX listed share dominates their industry

Shares are currently fairly valued with a Wide Moat rating.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,288.1053.600.58%
CAC 408,081.5424.910.31%
DAX 4024,378.8043.76-0.18%
Dow JONES (US)46,758.28238.560.51%
FTSE 1009,491.2563.520.67%
HKSE27,140.92146.20-0.54%
NASDAQ22,780.5163.54-0.28%
Nikkei 22545,769.50832.771.85%
NZX 50 Index13,514.0962.330.46%
S&P 5006,715.790.440.01%
S&P/ASX 2008,987.4050.800.57%
SSE Composite Index3,882.7820.250.52%

Market Movers