Julius Baer Gruppe AG

Julius Baer Gruppe AG - ROEverified

JBARF

Price:

$91.49

Market Cap:

$15.34B

Julius Bär Gruppe AG engages in the provision of private banking services. Its services include discretionary mandates, investment advisory, open product and service platform, financial market services, investor services, financing, and wealth planning. The company was founded by Raymond Julius Baer in 2009 and is headquartered in Zurich, Switzerland.

Industry

Financial - Conglomerates

IPO Date

2012-02-22

Stock Exchange

OTC

Ticker

JBARF

The ROE as of August 2026 (TTM) for Julius Baer Gruppe AG (JBARF) is 15.62%

According to Julius Baer Gruppe AG’s latest financial reports and current stock price. The company's current ROE is 15.62%. This represents a change of 120.58% compared to the average of 7.08% of the last 4 quarters.

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

How has JBARF ROE performed in the past?

The mean historical ROE of Julius Baer Gruppe AG over the last ten years is 11.84%. The current 15.62% ROE has changed 31.99% with respect to the historical average. Over the past ten years (40 quarters), JBARF's ROE was at its highest in in the June 2026 quarter at 9.12%. 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 Baer Gruppe AG (JBARF) ROE by Quarter and Year

Discovering the peaks and valleys of Julius Baer 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 Baer Gruppe AG (JBARF) Average ROE

How has JBARF ROE performed in the past?

The current ROE of Julius Baer 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 Baer Gruppe AG (JBARF) ROE vs. Peers

How is JBARF’s ROE compared to its peers?

Julius Baer Gruppe AG’s ROE is less than Amundi S.A. (13.13%), less than SBI Holdings, Inc. (28.41%), less than L E Lundbergföretagen AB (publ) (10.92%), less than Bankinter, S.A. (17.70%), less than Bankinter, S.A. (17.70%), less than Admiral Group plc (51.59%), less than National Bank of Greece S.A. (12.55%), less than Admiral Group plc (51.59%), less than PT Bank Negara Indonesia (Persero) Tbk (18.43%), less than Kasikornbank Public Company Limited (8.79%),

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