Julius Bär Gruppe AG

JBAXY·OTC Markets OTCPK·Financial Services
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17.59+0.78 (+4.64%)today
At close: Nov 4, 3:46 PM EST · May be delayed up to 15 min · USD

Prices may be delayed up to 15 min. Not investment advice. News volume: articles in the 4Search index each day.

Key statistics

Previous close16.81
Open17.41
Day range17.4017.59
52-week range13.3018.93
Off day high0.00%
Off 52-week high−7.08%
Volume609
Avg. volume (3M)92.48K
Market cap18.10B
EPS (TTM)1.40
Forward P/E11.79
P/E ratio (TTM)12.56
Dividend yield3.95% (0.6600)
Beta (5Y)0.83
Shares outstanding1.03B
Short interest—
Earnings dateJul 22, 2025
Analyst target19.50
Profit margin26.99%

Against its peers

Compare in full ›
JBAXY GBLB.BR LGI.F VZN.SW AB DBAN.F
Market cap 18.10B 9.26B 19.66B 6.82B 3.24B 337.92M
P/E (TTM) 12.6 — 28.3 26.8 10.5 —
Forward P/E 11.8 24.6 — 22.2 9.5 10.4
Price/book 2.0 0.9 8.0 5.7 2.6 0.5
Dividend yield 3.95% 6.50% 6.77% 1.71% 9.83% 4.68%
1-year change +25.73% +3.68% +32.16% +14.34% −10.99% −23.35%
Today +4.64% +0.25% −1.52% +0.58% +0.71% +4.37%

The closest companies by business and industry (Asset Management). Prices may be delayed up to 15 min.

Related companies

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The businesses closest to Julius Bär Gruppe's by what they do, from their descriptions, with the same industry weighted in.

Company Mkt cap Price Today
Groupe Bruxelles Lambert SAGBLB.BR · Asset Management 9.26B 79.00 +0.25%
Legal & General Group PlcLGI.F · Asset Management 19.66B 3.6830 −1.52%
VZ Holding AGVZN.SW · Asset Management 6.82B 173.20 +0.58%
AllianceBernstein Holding L.P.AB · Asset Management 3.24B 35.30 +0.71%
Deutsche Beteiligungs AGDBAN.F · Asset Management 337.92M 19.60 +4.37%
Vinci Compass Investments Ltd.VINP · Asset Management 575.76M 8.77 +1.74%
Scherzer & Co. AGPZS.F · Asset Management 70.24M 2.6600 −0.75%
Silvercrest Asset Management Group Inc.SAMG · Asset Management 85.65M 10.95 +1.48%

Other companies in Asset Management, closest in size first.

Company Mkt cap Price Today
Partners Group Holding AGPGHN.SW · Baar, Switzerland 17.73B 688.20 +0.47%
Blue Owl Capital Inc.OWL · New York, NY 16.69B 10.65 +3.10%
Franklin Templeton Inc.BEN · San Mateo, CAOdds 17.21B 33.87 +4.67%
TPG Inc.TPG · Fort Worth, TXOdds 19.59B 50.16 +3.66%
Pershing Square Inc.PS · New York, NY 21.13B 52.82 +13.20%
Amundi S.A.AMUN.VI · Paris, France 19.20B 94.95 +1.01%
CVC Capital Partners plcZ1W.F · New York, NY 16.02B 14.71 +3.66%
Corebridge Financial, Inc.CRBG · Houston, TXOdds 15.96B 36.24 +1.40%

Also based in Zurich, Switzerland, then elsewhere in Switzerland.

Company Mkt cap Price Today
UBS Group AGUBS · Zurich, SwitzerlandOdds 153.54B 50.67 +5.56%
ABB LtdABJ.F · Zurich, Switzerland 134.67B 74.56 −3.92%
Chubb LimitedCB · Zurich, Switzerland 142.96B 374.17 +2.08%
Zurich Insurance Group AGZFIN.F · Zurich, Switzerland 103.09B 690.20 −0.60%
Swiss Re AGSR9.F · Zurich, Switzerland 50.46B 171.10 +0.15%
Amcor plcAMCR · Zurich, Switzerland 22.40B 48.50 +3.28%
Swiss Life Holding AGSLW.F · Zurich, Switzerland 30.06B 1,075.50 0.00%
On Holding AGONON · Zurich, Switzerland 12.91B 38.62 +5.81%

The stocks whose daily moves over the past year went most closely with Julius Bär Gruppe's: the correlation of their daily returns, where 1 would be moving as one.

Company Mkt cap Price Today
UBS Group AGUBS · Correlation 0.62Odds 153.54B 50.67 +5.56%
Vontobel Holding AGVONN.SW · Correlation 0.44 5.31B 94.30 −0.11%
Amundi S.A.AMUN.VI · Correlation 0.36 19.20B 94.95 +1.01%
Amcor plcAMCR · Correlation 0.36 22.40B 48.50 +3.28%
Franklin Templeton Inc.BEN · Correlation 0.35Odds 17.21B 33.87 +4.67%
VZ Holding AGVZN.SW · Correlation 0.32 6.82B 173.20 +0.58%
Corebridge Financial, Inc.CRBG · Correlation 0.32Odds 15.96B 36.24 +1.40%

From the 4SEARCH.business instruments index: what each company does (its business description), its industry, size, headquarters and the markets it serves; and from a year of daily prices, which move together. Prices may be delayed up to 20 min.

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