Aandeel JBARF JULIUS BÄR GRUPPE AG
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Onderneming Julius Bär Gruppe AG OTC Markets

Aandelen

JBARF

CH0102484968

Banken

Beurs gesloten - OTC Markets
Andere beurzen
 15:36:17 17-07-2024 		Variatie 5 dagen Verschil t.o.v. 1 jan (%)
56,62 USD -0,77% Intraday-grafiek van Julius Bär Gruppe AG +0,55% -0,35%
09/07 Franse verkiezingen: EU-banken kunnen rustig slapen Alphavalue
08/07 HSBC's Duitse vermogensbeheereenheid trekt belangstelling van BNP Paribas, UBS MT

Vakgebied

Julius Baer Gruppe AG (de Groep) is een in Zwitserland gevestigde private banking-groep die zich uitsluitend richt op het bedienen en adviseren van particuliere klanten en onafhankelijke vermogensbeheerders. De Groep is wereldwijd aanwezig met ongeveer 50 vestigingen in meer dan 25 landen en rechtsgebieden. Julius Baer Gruppe AG werd opgericht door afsplitsing van de activiteiten van Julius Baer Holding AG in twee onafhankelijke entiteiten, namelijk de Vennootschap, samen met haar dochterondernemingen, waaronder Bank Julius Baer & Co Ltd als haar belangrijkste operationele entiteit, en GAM Holding, samen met haar dochterondernemingen, waaronder GAM en de vermogensbeheeractiviteiten onder het Julius Baer-merk, waaronder de private-labelfondsenactiviteiten die voorheen deel uitmaakten van het Bank Julius Baer-segment van Julius Baer Holding Ltd vallen. De Groep verdeelt zijn activiteiten over geografische segmenten, waaronder Zwitserland, de rest van Europa, Noord- en Zuid-Amerika, Azië en Overige landen.

Aantal werknemers: 7 425

Verkoop per activiteit

CHF in miljoen2022Gewicht2023Gewicht Delta
Wealth Management
100,0 %
3 853 100,0 % 3 240 100,0 % -15,93%

Verkoop per regio

CHF in miljoen2022Gewicht2023Gewicht Delta
Switzerland
48,9 %
2 177 56,5 % 1 583 48,9 % -27,29%
Asia and Other Countries
30,1 %
1 027 26,7 % 976 30,1 % -4,97%
Europe (excluding Switzerland)
24,7 %
809 21,0 % 800 24,7 % -1,11%
Consolidation Items
-5,6 %
-231 -6,0 % -182 -5,6 % -21,21%
Americas
1,9 %
71 1,8 % 63 1,9 % -11,27%

Managers

Managers TitelLeeftijdVan
Nic Dreckmann CEO
 Chief Executive Officer 50 01-01-17
Evie Kostakis DFI
 Director of Finance/CFO 48 01-01-20
Yves Bonzon CIO
 Chief Investment Officer 59 01-01-20
Alexander C. van Leeuwen IRC
 Investor Relations Contact - 01-04-08
Antje Hembd PRN
 Corporate Officer/Principal - 01-01-16
Yvonne Suter PRN
 Corporate Officer/Principal - 01-11-19
Rajesh Manwani PRN
 Corporate Officer/Principal - -
Derek Beatty PRN
 Corporate Officer/Principal - -
Luigi Vignola PRN
 Corporate Officer/Principal 54 -
David Shick PRN
 Corporate Officer/Principal - -

Besturend

Besturend TitelLeeftijdVan
Richard M. Campbell-Breeden BRD
 Director/Board Member 62 01-01-18
Romeo Lacher CHM
 Chairman 64 10-04-19
Tomás Varela i Muiña BRD
 Director/Board Member 64 12-04-22
Jürg René Hunziker BRD
 Director/Board Member 61 13-04-23
Kathryn Shih BRD
 Director/Board Member 66 01-09-20
Olga L. Zoutendijk BRD
 Director/Board Member 63 10-04-19
Eunice Zehnder-Lai BRD
 Director/Board Member 57 10-04-19

Aandelenklasse

StemmingAantalVrij verhandelbaarBedrijfseigen aandelenDrijvend Totaal
Aandeel A 1 206 001 780 203 828 644 ( 98,95 %) 1 186 177 ( 0,5758 %) 98,95 %

Aandeelhouders

NaamAandelen%Totale waarde
T. Rowe Price International Ltd.
5,061 %
10 425 592 5,061 % 582 M $
UBS Asset Management Switzerland AG
5,018 %
10 336 326 5,018 % 577 M $
JULIUS BÄR GRUPPE AG
4,501 %
9 271 254 4,501 % 518 M $
Norges Bank Investment Management
3,103 %
6 392 657 3,103 % 357 M $
MFS International (UK) Ltd.
1,425 %
2 935 253 1,425 % 164 M $
MFS International Singapore Pte Ltd.
1,059 %
2 181 840 1,059 % 122 M $
CPH Capital Fondsmaeglerselskab A/S
0,9393 %
1 934 960 0,9393 % 108 M $
zCapital AG
0,3883 %
800 000 0,3883 % 45 M $
State Street Global Advisors Ltd.
0,2191 %
451 409 0,2191 % 25 M $
SEI Investments (Europe) Ltd.
0,2112 %
434 974 0,2112 % 24 M $
NaamAandelen%Totale waarde
RhumbLine Advisers LP
0,002809 %
28 934 0,002809 % 323 280 $
Henry James International Management, Inc.
0,001251 %
12 888 0,001251 % 143 998 $
Paradigm Asset Management Co. LLC
0,000204 %
2 100 0,000204 % 23 463 $
GAMMA Investing LLC
0,000198 %
2 044 0,000198 % 22 838 $
PNC Investments LLC
0,000187 %
1 928 0,000187 % 21 542 $
Front Row Advisors LLC
0,000086 %
889 0,000086 % 9 933 $

Participaties

NaamAandelen%Totale waarde
YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
21.46%
 852 845 825 21.46% 1 548 051 628 $
JULIUS BÄR GRUPPE AG
4.50%
 9 271 254 4.50% 517 935 638 $
YANGZIJIANG FINANCIAL HOLDING LTD.
24.27%
 852 845 825 24.27% 220 247 434 $
DOHOME
0.37%
 12 061 109 0.37% 3 385 191 $

Bedrijfsgegevens

Julius Bär Gruppe AG

Bahnhofstrasse 36

8001, Zurich

+41 58 888 1111

http://www.juliusbaer.com
Adres Julius Bär Gruppe AG(JBARF)

Bedrijven van de groep

NaamCategorie en sector
Bank Julius Bär & Co. AG
Logo Bank Julius Bär & Co. AG

Bank Julius Bär & Co. AG

Investment ManagersFinance

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.

Investment Managers
Kairos Investment Management SpA
Logo Kairos Investment Management SpA

Kairos Investment Management SpA

Investment ManagersFinance

Kairos Investment Management SpA operates as a holding company which manages and coordinates the business activities of its subsidiaries. It holds interest in companies engaging in the asset management sector. The company was founded by Paolo Basilico in 1999 and is headquartered in Milan, Italy.

Investment Managers
Kairos Partners SGR SpA
Logo Kairos Partners SGR SpA

Kairos Partners SGR SpA

Investment ManagersFinance

Kairos Partners SGR SpA (Kairos) is an investment management firm headquartered in Milan, Italy. The firm was founded by Brera Guido Maria and Paolo Basilico in 1999. In 2024, Italy-based Anima Holding SpA (BIT: ANIM) acquired Kairos Partners SGR SpA from Kairos Investment Management SpA, a subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Kairos offers a selected range of investment services and solutions for private customers, professional operators and institutional investors.

Investment Managers
Sanam Investment Co. Ltd.
Bank Julius Bär Deutschland AG
Logo Bank Julius Bär Deutschland AG

Bank Julius Bär Deutschland AG

Investment ManagersFinance

Bank Julius Bär Deutschland AG (Julius Bär Germany) is the German wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Founded in 1989, Julius Bär Germany is headquartered in Frankfurt and provides personal wealth management advice to private clients.

Investment Managers
Julius Baer International Ltd.
Logo Julius Baer International Ltd.

Julius Baer International Ltd.

Investment ManagersFinance

Julius Baer International Ltd. (JBI) is the Great Britain-based wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. The firm was founded in 1968 and is headquartered in London. JBI provides advisory services related to asset management and financial planning for private clients.

Investment Managers
Bank Julius Baer Europe SA
Logo Bank Julius Baer Europe SA

Bank Julius Baer Europe SA

Investment ManagersFinance

Part of Julius Bär Gruppe AG, Bank Julius Baer Europe SA provides investment advice. The company is based in Luxembourg, Luxembourg. The Luxembourger company was founded in 1969. Falk Fischer has been the CEO of the company since 2000. Bank Julius Baer Europe was acquired by Julius Bär Gruppe AG from Commerzbank AG on July 04, 2016 for $85.18 million.

Investment Managers
Bank Julius Baer & Co. Ltd. (Singapore)
Logo Bank Julius Baer & Co. Ltd. (Singapore)

Bank Julius Baer & Co. Ltd. (Singapore)

Investment ManagersFinance

Bank Julius Baer & Co. Ltd. (Singapore) (Julius Baer-SG) is the Singapore-based private banking division of Bank Julius Baer & Co. AG, ultimately owned by Julius Bear Gruppe (SWX: BAER; OTCMKTS: JBAXY), a banking corporation headquartered in Switzerland. Founded in 2006, Julius Baer-SG acts as the bank's regional hub in South East Asia and is the main booking center for the Group outside Switzerland. They also provide investment advice to private clients around the world.

Investment Managers
Julius Baer (Middle East) Ltd.
Logo Julius Baer (Middle East) Ltd.

Julius Baer (Middle East) Ltd.

Regional BanksFinance

Part of Julius Bär Gruppe AG, Julius Baer (Middle East) Ltd. provides commercial banking services. The company is based in Dubai, United Arab Emirates.

Regional Banks

Sector

Financiën
Bank- en beleggingsdiensten
Bankdiensten
Banken
Particuliere banken

Verkoop per regio

Ratings voor Julius Bär Gruppe AG

Trading rating
Beleggingsrating
ESG Refinitiv
Meer adviezen

Analistenconsensus

Verkoop
Consensus
Koop
Gemiddeld advies
Accumuleren
Aantal analisten
15
Laatste slotkoers
51,36 CHF
Gemiddelde koersdoel
60,81 CHF
Spread / Gemiddelde doel
+18,39%
Consensus

Herzieningen van WPA

Bedrijfscijfers

Kwartaalomzet - Afwijkingspercentage

De agenda van het bedrijf

Sector Particuliere banken

Vaira. 1 jan. Kapi.
BANCA GENERALI S.P.A. Aandeel Banca Generali S.p.A.
+15,28% 4,83 mld.
EFG INTERNATIONAL AG Aandeel EFG International AG
+23,52% 4,55 mld.
EDMOND DE ROTHSCHILD (SUISSE) S.A. Aandeel Edmond de Rothschild (Suisse) S.A.
+3,33% 1,33 mld.
TRUXTON CORPORATION Aandeel Truxton Corporation
+1,54% 192 mln.
BANCA PROFILO S.P.A. Aandeel Banca Profilo S.p.A.
+6,90% 157 mln.
PROVEN GROUP LIMITED Aandeel PROVEN Group Limited
-18,19% 94,82 mln.
Particuliere banken
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  5. Onderneming Julius Bär Gruppe AG