Julius Bär Gruppe AG

eurostoxx600

BAER.SW•Financial Services•Asset Management

CHF 64.72

-0.15%

Last Price

CHF 64.72

2026-06-03

24h Change

-0.15%

-0.10 CHF

Volume

514K

Shares Traded

Data Reliability

High

7943 points (31 years)

Price History

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BAER.SW

Global parameters

Start *

End *

DCA amount / asset *

Frequency *

Currency *

Reinvest dividends

Available data from 4/3/1995 to 6/3/2026

Fundamental Analysis

New

CAGR (5y)

1.71%

Revenue Growth

Net Margin

18.74%

Profitability

ROE

10.57%

Return on Equity

Debt / EBITDA

0.00

Solvency

PEG Ratio

2.80

Valuation vs Growth

Rev. Growth (TTM)

1.80%

Current Trend

PE Ratio History (5 Years)

Historical PE

Average (14.5x)

Current: 17.4x

Technical focus
BAER.SW

30d volatility

38.47%

Distance to MA50

3.39%

Distance to MA200

7.22%

Distance to ATH

-61.86%

Momentum 3M

-1.34%

Risk score

N/A

Volatility moderate. Momentum neutral.

About 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, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

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Technical Analysis & Risk

Key Metrics

CAGR5.64%

Volatility38.47%

Max Drawdown-31.24%

Momentum : BAER.SW

Indicateur synthétique

Greed

Risk Analysis

VaR (95%)-3.17%

DCA Health

88/100

Recent History (60 days)

Date	Close	Volume
2026-06-03	CHF 64.72	514,083
2026-06-02	CHF 64.82	467,620
2026-06-01	CHF 64.22	367,010
2026-05-29	CHF 64.02	2,115,666
2026-05-28	CHF 0.00	512,429
2026-05-27	CHF 64.26	401,145
2026-05-26	CHF 65.26	870,302
2026-05-22	CHF 63.38	1,840,096
2026-05-21	CHF 68.10	669,612
2026-05-20	CHF 67.80	522,017
2026-05-19	CHF 67.28	347,399
2026-05-18	CHF 68.04	432,584
2026-05-15	CHF 67.78	399,453
2026-05-13	CHF 67.94	582,411
2026-05-12	CHF 66.64	475,372
2026-05-11	CHF 67.14	387,409
2026-05-08	CHF 66.64	255,767
2026-05-07	CHF 65.82	313,100
2026-05-06	CHF 66.02	693,317
2026-05-05	CHF 63.86	368,896
2026-05-04	CHF 63.76	271,820
2026-04-30	CHF 64.10	399,960
2026-04-29	CHF 62.70	684,887
2026-04-28	CHF 61.52	846,311
2026-04-27	CHF 61.56	502,292
2026-04-24	CHF 61.88	261,528
2026-04-23	CHF 62.22	703,441
2026-04-22	CHF 63.22	274,968
2026-04-21	CHF 63.58	287,550
2026-04-20	CHF 63.58	465,351
2026-04-17	CHF 63.02	440,100
2026-04-16	CHF 61.88	371,177
2026-04-15	CHF 62.00	329,697
2026-04-14	CHF 61.40	501,589
2026-04-13	CHF 60.84	563,748
2026-04-10	CHF 62.28	741,630
2026-04-09	CHF 61.52	381,853
2026-04-08	CHF 61.48	515,105
2026-04-07	CHF 58.46	570,058
2026-04-02	CHF 59.74	356,683
2026-04-01	CHF 60.18	462,833
2026-03-31	CHF 58.16	668,097
2026-03-30	CHF 57.70	384,242
2026-03-27	CHF 57.38	344,929
2026-03-26	CHF 58.08	488,728
2026-03-25	CHF 58.60	601,622
2026-03-24	CHF 57.32	539,510
2026-03-23	CHF 56.92	836,751
2026-03-20	CHF 55.62	1,291,761
2026-03-19	CHF 56.58	853,440
2026-03-18	CHF 58.98	676,216
2026-03-17	CHF 59.32	469,301
2026-03-16	CHF 59.20	325,978
2026-03-13	CHF 59.40	737,167
2026-03-12	CHF 60.72	720,571
2026-03-11	CHF 61.12	369,548
2026-03-10	CHF 62.24	376,443
2026-03-09	CHF 61.52	654,525
2026-03-06	CHF 62.92	484,471
2026-03-05	CHF 63.56	388,278

Recent Dividends

Date	Amount
2026-04-13	+CHF 2.60
2025-04-14	+CHF 2.60
2024-04-15	+CHF 2.60
2023-04-17	+CHF 2.60
2022-04-14	+CHF 2.60
2021-04-16	+CHF 1.75
2020-11-04	+CHF 0.75
2020-05-20	+CHF 0.75
2019-04-12	+CHF 1.50
2018-04-13	+CHF 1.40
2016-04-15	+CHF 1.10
2015-04-17	+CHF 1.00
2014-04-11	+CHF 0.60
2013-04-12	+CHF 0.60
2012-04-13	+CHF 0.98
2011-04-11	+CHF 0.59
2010-04-12	+CHF 0.39