Julius Bär Gruppe AG

Julius Bär Gruppe AGverified

JBAXY

Price:

$12.72

Market Cap:

$10.96B

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Industry

Asset Management

IPO Date

2010-04-26

Stock Exchange

PNK

Ticker

JBAXY

The ROE as of April 2025 (TTM) for Julius Bär Gruppe AG (JBAXY) is 5.76%

According to Julius Bär Gruppe AG’s latest financial reports and current stock price. The company's current ROE is 5.76%. This represents a change of 58.07% compared to the average of 3.64% of the last 4 quarters.

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

How has JBAXY ROE performed in the past?

The mean historical ROE of Julius Bär Gruppe AG over the last ten years is 11.02%. The current 5.76% ROE has changed -47.78% with respect to the historical average. Over the past ten years (40 quarters), JBAXY'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

11.02%

Median

11.86%

Minimum

2.46%

Maximum

16.07%

Julius Bär Gruppe AG (JBAXY) 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 = -64.27%

Minimum Annual ROE = 2.46%

Quarterly (TTM)
Annual
YearROEChange
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%
20152.46%-64.27%

Julius Bär Gruppe AG (JBAXY) Average ROE

How has JBAXY ROE performed in the past?

The current ROE of Julius Bär Gruppe AG (JBAXY) 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

12.48%

5-year avg

12.87%

10-year avg

11.02%

Julius Bär Gruppe AG (JBAXY) ROE vs. Peers

How is JBAXY’s ROE compared to its peers?

Julius Bär Gruppe AG’s ROE is less than Deutsche Börse AG (24.37%), less than Svenska Handelsbanken AB (publ) (13.80%), less than KBC Group NV (15.02%), less than SGS SA (78.57%), less than ASSA ABLOY AB (publ) (14.31%),

CompanyROEMarket cap
24.37%$57.04B
13.80%$24.56B
15.02%$75.73B
78.57%$18.11B
14.31%$32.80B

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