Logo
DCA

Julius Bär Gruppe AG

eurostoxx600
BAER.SW•Financial Services•Asset Management
73,30 CHF
-1.95%
Ultimo Prezzo
73,30 CHF
2026-07-17
Variazione 24h
-1.95%
-1.46 CHF
Volume
484.680
Azioni scambiate
Affidabilità Dati
Alta
7975 punti (31 anni)

Evoluzione del prezzo

Avvia una simulazione con questo asset

BAER.SW

Parametri globali

Dati disponibili dal 03/04/1995 al 17/07/2026

Analisi 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
3.13
Valuation vs Growth
Rev. Growth (TTM)
1.80%
Current Trend

Storico P/E (5 anni)

Historical PE
Average (14.7x)
Current: 19.7x
Focus tecnico
BAER.SW
Volatilità 30g
38.43%
Distanza da MA50
8.15%
Distanza da MA200
17.97%
Distanza da ATH
-56.80%
Momentum 3M
18.23%
Punteggio rischio
N/A

Volatilità moderata. Momentum neutro.

Su 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.

Visita il sito ↗
Investire in questo asset
Compra su Saxo Bank
🏦Broker regolamentato
🌍Accesso ai mercati globali
📈Strumenti Pro

Link pubblicitario. Capitale a rischio.

Analisi Tecnica e Rischio

Metriche Chiave

CAGR6.03%
Volatilità38.43%
Max Drawdown-31.24%

Momentum : BAER.SW

Indicateur synthétique
PEURNEUTREAVIDITÉ
70
Greed

Analisi Rischio

VaR (95%)-3.17%
Salute DCA
88/100

Storia Recente (60 giorni)

DataChiusuraVolume
2026-07-1773,30 CHF484.680
2026-07-1674,76 CHF520.707
2026-07-1575,04 CHF380.811
2026-07-1474,72 CHF374.807
2026-07-1373,08 CHF287.545
2026-07-1072,76 CHF338.014
2026-07-090,00 CHF643.494
2026-07-0872,04 CHF629.921
2026-07-0773,92 CHF351.465
2026-07-0674,42 CHF715.433
2026-07-0373,00 CHF353.126
2026-07-0271,84 CHF561.420
2026-07-0169,84 CHF678.085
2026-06-3069,80 CHF456.503
2026-06-2969,12 CHF466.846
2026-06-2668,16 CHF429.460
2026-06-2568,50 CHF476.559
2026-06-2465,54 CHF319.880
2026-06-2366,10 CHF399.549
2026-06-2266,10 CHF250.192
2026-06-1965,48 CHF723.755
2026-06-1866,38 CHF360.659
2026-06-1765,90 CHF479.371
2026-06-1666,02 CHF401.208
2026-06-1566,02 CHF461.115
2026-06-1264,70 CHF528.037
2026-06-1163,38 CHF326.452
2026-06-1063,74 CHF431.548
2026-06-0964,72 CHF358.117
2026-06-0865,42 CHF339.312
2026-06-0565,72 CHF293.559
2026-06-0465,62 CHF519.329
2026-06-0364,72 CHF514.083
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

Dividendi Recenti

DataImporto
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

Asset Correlati

Banco BBVA Argentina S.A.BBAR.BAFinancial ServicesInvestor AB (publ)INVE-B.STFinancial ServicesBerkshire Hathaway Inc.BRK-BFinancial ServicesVisa Inc.VISA.NEFinancial ServicesJPMorgan Chase & Co.JPMFinancial ServicesBerkshire Hathaway Inc.BRHF.FFinancial Services