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Equity
Julius Bär Gruppe AG(JBARF)
USD --+0.00%
Reward51Moderate
Risk45Moderate
📊75%Data
Strong 20% profit margin · 2.9% dividend yield
JBARF
+0.0 · +0.00%
USD · PINK
Julius Bär Gruppe AG | Financial Services
Deep Value
Market Cap:16.12Bn
ℹ️
Reward Rating
51
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
45
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on JBARF to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Julius Bär Gruppe AG?

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

JBARF · Verdict

Moderate reward · moderate risk

JBARF stands out on profitability and valuation, but watch the growth signal.

Based on 88% data coverage

JBARF · Verdict

What’s working & what to watch

Strengths 2

  • Profitability84/100

    26% net margin · 11% ROE

  • Valuation82/100

    P/E 10.8× · PEG 2.64

Watchouts 1

  • Growth23/100

    Rev -0.8% CAGR · earnings -1.9%

Model-based scoring. For information only — not financial advice.

What is Julius Bär Gruppe AG?

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, family office services; lombard and bespoke lending solutions. The company is listed on the PINK in USA, operating in the Financial Services sector, with a market capitalisation of 16.12B, and a P/E ratio of 14.5x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Risk profile appears balanced versus broad market conditions.
💸 Valuation
Currently trading below intrinsic value estimates, suggesting upside potential.

OpenBook Logo Analysis

Reward: Moderate (51)

The scoring profile indicates limited reward potential at this time, with profitability and valuation offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap16.12B
P/E Ratio14.4899
Dividend Yield2.92%
52 Week High89.495
52 Week Low50.2815
Last AnnualDecember
IPO DateN/A
IncorporatedUSA
Shares Outstanding205M
No. of Employees7,390
IndustryAsset Management
ExchangePINK
Beta0.845
CurrencyUSD · Reports in CHF
Websitewww.juliusbaer.com
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