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DCA

Julius Bär Gruppe AG

eurostoxx600
BAER.SWFinancial ServicesAsset Management
64,82 CHF
+0.93%
Dernier cours
64,82 CHF
2026-06-02
Variation 24h
+0.93%
0.60 CHF
Volume
468 k
Titres échangés
Fiabilité des données
Forte
7942 points (31 ans)

Évolution du cours

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BAER.SW

Paramètres globaux

Données disponibles du 03/04/1995 au 02/06/2026

Analyse Fondamentale

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
2.98
Valuation vs Growth
Rev. Growth (TTM)
1.80%
Current Trend

Historique PER (5 ans)

Historical PE
Average (14.5x)
Current: 17.3x
Focus technique
BAER.SW
Volatilité 30j
38.47%
Écart MA50
3.73%
Écart MA200
7.44%
Écart ATH
-61.80%
Momentum 3M
-1.46%
Score de risque
N/A

Volatilité modérée. Momentum neutre.

À propos de 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.

Investir cet actif
Acheter via Saxo Banque
🏦Courtier régulé (AMF)
🌍Accès marchés globaux
📈Outils professionnels

Lien commercial. Investir comporte des risques.

Analyse Technique & Risque

Metrics Clés

CAGR5.65%
Volatilité38.47%
Max Drawdown-31.24%

Momentum : BAER.SW

Indicateur synthétique
PEURNEUTREAVIDITÉ
60
Greed

Analyse Risque

VaR (95%)-3.17%
Santé DCA
88/100

Historique récent (60 jours)

DateClôtureVolume
2026-06-0264,82 CHF467 620
2026-06-0164,22 CHF367 010
2026-05-2964,02 CHF2 115 666
2026-05-280,00 CHF512 429
2026-05-2764,26 CHF401 145
2026-05-2665,26 CHF870 302
2026-05-2263,38 CHF1 840 096
2026-05-2168,10 CHF669 612
2026-05-2067,80 CHF522 017
2026-05-1967,28 CHF347 399
2026-05-1868,04 CHF432 584
2026-05-1567,78 CHF399 453
2026-05-1367,94 CHF582 411
2026-05-1266,64 CHF475 372
2026-05-1167,14 CHF387 409
2026-05-0866,64 CHF255 767
2026-05-0765,82 CHF313 100
2026-05-0666,02 CHF693 317
2026-05-0563,86 CHF368 896
2026-05-0463,76 CHF271 820
2026-04-3064,10 CHF399 960
2026-04-2962,70 CHF684 887
2026-04-2861,52 CHF846 311
2026-04-2761,56 CHF502 292
2026-04-2461,88 CHF261 528
2026-04-2362,22 CHF703 441
2026-04-2263,22 CHF274 968
2026-04-2163,58 CHF287 550
2026-04-2063,58 CHF465 351
2026-04-1763,02 CHF440 100
2026-04-1661,88 CHF371 177
2026-04-1562,00 CHF329 697
2026-04-1461,40 CHF501 589
2026-04-1360,84 CHF563 748
2026-04-1062,28 CHF741 630
2026-04-0961,52 CHF381 853
2026-04-0861,48 CHF515 105
2026-04-0758,46 CHF570 058
2026-04-0259,74 CHF356 683
2026-04-0160,18 CHF462 833
2026-03-3158,16 CHF668 097
2026-03-3057,70 CHF384 242
2026-03-2757,38 CHF344 929
2026-03-2658,08 CHF488 728
2026-03-2558,60 CHF601 622
2026-03-2457,32 CHF539 510
2026-03-2356,92 CHF836 751
2026-03-2055,62 CHF1 291 761
2026-03-1956,58 CHF853 440
2026-03-1858,98 CHF676 216
2026-03-1759,32 CHF469 301
2026-03-1659,20 CHF325 978
2026-03-1359,40 CHF737 167
2026-03-1260,72 CHF720 571
2026-03-1161,12 CHF369 548
2026-03-1062,24 CHF376 443
2026-03-0961,52 CHF654 525
2026-03-0662,92 CHF484 471
2026-03-0563,56 CHF388 278
2026-03-0463,96 CHF359 152

Derniers Dividendes

DateMontant
2026-04-13+2,60 CHF
2025-04-14+2,60 CHF
2024-04-15+2,60 CHF
2023-04-17+2,60 CHF
2022-04-14+2,60 CHF
2021-04-16+1,75 CHF
2020-11-04+0,75 CHF
2020-05-20+0,75 CHF
2019-04-12+1,50 CHF
2018-04-13+1,40 CHF
2016-04-15+1,10 CHF
2015-04-17+1,00 CHF
2014-04-11+0,60 CHF
2013-04-12+0,60 CHF
2012-04-13+0,98 CHF
2011-04-11+0,59 CHF
2010-04-12+0,39 CHF

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