Openbookopenbook
Equity
Julius Baer Group Ltd(JBAXY)
USD --+0.00%
Reward54Moderate
Risk45Moderate
📊75%Data
Strong 20% profit margin · 15.7% dividend yield
JBAXY
+0.0 · +0.00%
USD · PINK
Julius Baer Group Ltd | Financial Services
Dividend King
Market Cap:17.21Bn
ℹ️
Reward Rating
54
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 JBAXY 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.

Analyst Target

Analyst consensus price target: CHF17.66.

What is Julius Baer Group Ltd?

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

JBAXY · Verdict

Moderate reward · moderate risk

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

Based on 88% data coverage

JBAXY · Verdict

What’s working & what to watch

Strengths 2

  • Profitability84/100

    26% net margin · 11% ROE

  • Valuation80/100

    P/E 12.4× · PEG 3.13

Watchouts 1

  • Growth32/100

    Rev -0.8% CAGR · earnings -1.9%

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

What is Julius Baer Group Ltd?

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 17.21B, and a P/E ratio of 15.4x.

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 (54)

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 Cap17.21B
P/E Ratio15.4128
Dividend Yield15.70%
52 Week High17.7
52 Week Low10.5967
Last AnnualDecember
IPO DateN/A
IncorporatedUSA
Shares Outstanding1B
No. of Employees7,390
IndustryAsset Management
ExchangePINK
Beta0.845
CurrencyUSD · Reports in CHF
Websitewww.juliusbaer.com
openbook

Stock research for everyday UK investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.