Julius Bär Gruppe AG

eurostoxx600

BAER.SW•Financial Services•Asset Management

CHF 73.30

-1.95%

Last Price

CHF 73.30

2026-07-17

24h Change

-1.95%

-1.46 CHF

Volume

485K

Shares Traded

Data Reliability

High

7975 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 7/17/2026

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

3.13

Valuation vs Growth

Rev. Growth (TTM)

1.80%

Current Trend

PE Ratio History (5 Years)

Historical PE

Average (14.7x)

Current: 19.7x

Technical focus
BAER.SW

30d volatility

38.43%

Distance to MA50

8.15%

Distance to MA200

17.97%

Distance to ATH

-56.80%

Momentum 3M

18.23%

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

CAGR6.03%

Volatility38.43%

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
2026-07-17	CHF 73.30	484,680
2026-07-16	CHF 74.76	520,707
2026-07-15	CHF 75.04	380,811
2026-07-14	CHF 74.72	374,807
2026-07-13	CHF 73.08	287,545
2026-07-10	CHF 72.76	338,014
2026-07-09	CHF 0.00	643,494
2026-07-08	CHF 72.04	629,921
2026-07-07	CHF 73.92	351,465
2026-07-06	CHF 74.42	715,433
2026-07-03	CHF 73.00	353,126
2026-07-02	CHF 71.84	561,420
2026-07-01	CHF 69.84	678,085
2026-06-30	CHF 69.80	456,503
2026-06-29	CHF 69.12	466,846
2026-06-26	CHF 68.16	429,460
2026-06-25	CHF 68.50	476,559
2026-06-24	CHF 65.54	319,880
2026-06-23	CHF 66.10	399,549
2026-06-22	CHF 66.10	250,192
2026-06-19	CHF 65.48	723,755
2026-06-18	CHF 66.38	360,659
2026-06-17	CHF 65.90	479,371
2026-06-16	CHF 66.02	401,208
2026-06-15	CHF 66.02	461,115
2026-06-12	CHF 64.70	528,037
2026-06-11	CHF 63.38	326,452
2026-06-10	CHF 63.74	431,548
2026-06-09	CHF 64.72	358,117
2026-06-08	CHF 65.42	339,312
2026-06-05	CHF 65.72	293,559
2026-06-04	CHF 65.62	519,329
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

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