Julius Bär Gruppe AG (BAER.SW)

Switzerland · Finance & Insurance · CHF

Key financials

ROE: 10.81%; 2025 (actual)
ROA: 0.72%; 2025 (actual)
Gross Margin: -
Net Margin: -
Total Assets: CHF 107.49B; 2025 (actual)
Net Income: CHF 0.76B; 2025 (actual)
Valuation: CHF 12.30B; 2025 (actual)
Stock Price: CHF 59.78; 2025 (actual)

Historical & projected performance

Reported figures and Equlion model projections for the next 5 years.

Metric	2025 (actual)	2026	2027	2028	2029	2030
ROE	10.81%	25.95%	20.6%	17.08%	14.59%	12.68%
Sector average	4.76%	39.15%	10.07%	7.78%	6.46%	5.52%
ROA	0.72%	1.99%	1.95%	1.91%	1.87%	1.83%
Sector average	0.18%	-0.02%	-0.73%	-0.95%	-1.15%	-1.32%
Total Assets	CHF 107.49B	CHF 109.65B	CHF 111.80B	CHF 113.96B

Amounts in CHF (billions); stock price per share. Values that are missing or fail Equlion's automated data-quality checks are shown as “-”. Stock price and valuation carry no data date: they are the Equlion model's estimate for 2025. Projections are model estimates, not investment advice.

Want the full financial forecast report for Julius Bär Gruppe AG? It covers the balance sheet, income statement and Equlion model projections.

Net Income	CHF 0.76B	CHF 2.16B	CHF 2.16B	CHF 2.16B	CHF 2.16B	CHF 2.15B
Sector average	CHF 1.14B	CHF 1.20B	CHF 1.21B	CHF 1.22B	CHF 1.21B	CHF 1.21B

Valuation	CHF 12.30B	CHF 12.49B	CHF 12.69B	CHF 12.90B	CHF 13.11B	CHF 13.34B
Sector average	CHF 2.58B	CHF 6.08B	CHF 6.18B	CHF 6.28B	CHF 6.38B	CHF 6.49B

Stock Price	CHF 59.78	CHF 60.70	CHF 61.67	CHF 62.67	CHF 63.72	CHF 64.82
Sector average	CHF 732.51	CHF 670.18	CHF 680.80	CHF 691.93	CHF 703.58	CHF 715.63