Julius Bär Gruppe AG

Julius Bär Gruppe AG - ROEverified

JBARF

Price:

$84.48

Market Cap:

$13.42B

Julius Bär Gruppe AG (JBARF) is a dedicated provider of comprehensive wealth management services, operating across a significant global footprint that includes Switzerland, Europe, the Americas, and Asia. The company offers a diverse portfolio of financial services tailored to individual client needs. These encompass active portfolio management through discretionary mandates, expert investment advice, brokerage and execution for securities, as well as trading in foreign exchange and precious metals. Further offerings include specialized financing options like Lombard lending, structured product solutions, global asset custody, and comprehensive wealth planning. Additionally, the firm extends...[Read more]

Industry

Asset Management

IPO Date

2012-02-22

Stock Exchange

OTC

Ticker

JBARF

The ROE as of June 2026 (TTM) for Julius Bär Gruppe AG (JBARF) is 10.94%

According to Julius Bär Gruppe AG’s latest financial reports and current stock price. The company's current ROE is 10.94%. This represents a change of 64.86% compared to the average of 6.63% of the last 4 quarters.

Julius Bär Gruppe AG (JBARF) Historical ROE (quarterly & annually)

How has JBARF ROE performed in the past?

The mean historical ROE of Julius Bär Gruppe AG over the last ten years is 11.84%. The current 10.94% ROE has changed -7.59% with respect to the historical average. Over the past ten years (40 quarters), JBARF's ROE was at its highest in in the June 2021 quarter at 9.02%. The ROE was at its lowest in in the December 2023 quarter at -1.26%.

Quarterly (TTM)
Annual

Average

11.84%

Median

11.86%

Minimum

7.37%

Maximum

16.07%

Julius Bär Gruppe AG (JBARF) ROE by Quarter and Year

Discovering the peaks and valleys of Julius Bär Gruppe AG ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 373.22%

Maximum Annual ROE = 16.07%

Minimum Annual Increase = -51.21%

Minimum Annual ROE = 7.37%

Quarterly (TTM)
Annual
YearROEChange
202510.57%-29.42%
202414.97%103.17%
20237.37%-51.21%
202215.10%-5.99%
202116.07%47.91%
202010.86%44.44%
20197.52%-38.23%
201812.18%0.62%
201712.10%4.13%
201611.62%373.22%

Julius Bär Gruppe AG (JBARF) Average ROE

How has JBARF ROE performed in the past?

The current ROE of Julius Bär Gruppe AG (JBARF) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

10.97%

5-year avg

12.82%

10-year avg

11.84%

Julius Bär Gruppe AG (JBARF) ROE vs. Peers

How is JBARF’s ROE compared to its peers?

Julius Bär Gruppe AG’s ROE is less than Amundi S.A. (12.92%), less than SBI Holdings, Inc. (26.86%), less than L E Lundbergföretagen AB (publ) (10.92%), less than Bankinter, S.A. (17.37%), less than Bankinter, S.A. (17.37%), less than Admiral Group plc (51.59%), less than National Bank of Greece S.A. (12.62%), less than Admiral Group plc (51.59%), less than PT Bank Negara Indonesia (Persero) Tbk (18.43%), less than Kasikornbank Public Company Limited (8.67%),

Build a custom stock screener for Julius Bär Gruppe AG (JBARF) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Julius Bär Gruppe AG using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Julius Bär Gruppe AG (JBARF) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Julius Bär Gruppe AG or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Julius Bär Gruppe AG's ROE?

How is the ROE calculated for Julius Bär Gruppe AG (JBARF)?

What is the highest ROE for Julius Bär Gruppe AG (JBARF)?

What is the 3-year average ROE for Julius Bär Gruppe AG (JBARF)?

What is the 5-year average ROE for Julius Bär Gruppe AG (JBARF)?

How does the current ROE for Julius Bär Gruppe AG (JBARF) compare to its historical average?