Julius Baer Gruppe AG
JGE1
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
CHET: +41 588881111
Sector
Financial Services
Stock type
Cyclical
Industry
Asset Management
Fiscal Year End
31 December 2025
Employees
7,335
Stocks News & Analysis
stocks
The best way to get rich and retire early
This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
stocks
Investors overly negative on cheap ASX share
We cut our fair value by 26% but the market has overreacted.
stocks
Overvalued US AI play reports earnings
Strong earnings with high projected growth but price is too rich.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,096.20 | 77.60 | 0.86% |
| CAC 40 | 8,108.82 | 12.25 | -0.15% |
| DAX 40 | 24,322.69 | 38.72 | 0.16% |
| Dow JONES (US) | 48,355.34 | 7.34 | -0.02% |
| FTSE 100 | 9,889.93 | 23.96 | 0.24% |
| HKSE | 25,774.14 | 27.63 | -0.11% |
| NASDAQ | 23,406.46 | 22.37 | -0.10% |
| Nikkei 225 | 50,412.87 | 10.48 | 0.02% |
| NZX 50 Index | 13,517.73 | 9.43 | 0.07% |
| S&P 500 | 6,878.13 | 0.36 | -0.01% |
| S&P/ASX 200 | 8,795.70 | 78.80 | 0.90% |
| SSE Composite Index | 3,919.98 | 2.61 | 0.07% |