JBAXY Company Profile and Key Details

PNK : JBAXY

Julius Bär Gruppe AG

$11.44

-0.18-1.55%

At Close 4:00 PM

Profile Key Stats Analyst Ratings Ownership Ratios Financials Dividend & splits Sentiment Forecast

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Price Chart

Stock Price Today

Julius Bär Gruppe AG (JBAXY) stock declined over -0.60%, trading at $18.23 on OTC, down from the previous close of $18.34. The stock opened at $18.34, fluctuating between $18.22 and $18.34 in the recent session.

Stock Snapshot

18.34

Prev. Close

18.76B

Market Cap

18.22

Day Low

13.11

P/E Ratio

1.391

EPS (TTM)

7.11

Cash Flow per Share

18.34

Open

1.03B

Number of Shares

18.34

Day High

99.45%

Free Float in %

30.08

Book Value

346

Volume

Relevant Articles

SEC Fillings

Current Report (8-k)

Filing Date	Accepted Date

Annual Report (10-k)

Filing Date	Accepted Date

Stock Price History Chart

Date	Open	High	Low	Close	Volume
Sep 11, 2026	18.34	18.35	18.20	18.23	26.34K
Sep 10, 2026	18.28	18.52	18.28	18.34	25.44K
Sep 09, 2026	18.41	18.41	18.21	18.22	28.17K
Sep 08, 2026	18.60	18.72	18.57	18.62	24.43K
Sep 04, 2026	18.50	18.50	18.43	18.44	34.76K
Sep 03, 2026	18.53	18.59	18.43	18.57	29.95K
Sep 02, 2026	18.23	18.37	18.22	18.35	33.01K
Sep 01, 2026	18.25	18.40	18.25	18.31	24.8K
Aug 31, 2026	18.72	18.73	18.52	18.56	24.18K
Aug 28, 2026	18.93	18.93	18.69	18.74	33.52K
Aug 27, 2026	18.70	18.77	18.64	18.73	74.11K
Aug 26, 2026	18.62	18.68	18.62	18.66	29.43K
Aug 25, 2026	18.64	18.70	18.51	18.59	23.21K
Aug 24, 2026	18.68	18.82	18.68	18.79	27.76K
Aug 21, 2026	18.55	18.59	18.51	18.56	39.49K
Aug 20, 2026	18.70	18.72	18.58	18.58	34.94K
Aug 19, 2026	18.56	18.60	18.39	18.58	31.09K
Aug 18, 2026	18.55	18.58	18.41	18.44	36.96K
Aug 17, 2026	18.70	18.77	18.57	18.61	38.16K
Aug 14, 2026	18.55	18.64	18.53	18.58	31.61K

Contact Details

Zurich, ZH 8010

Switzerland

https://www.juliusbaer.com 415 888 81111

About Company

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Stock Peers

PGPHF

Partners Group Holding AG$1,365.00 QUCT

Queen City Investments, Inc.$1,325.00 SFNXF

Sofina Société Anonyme$245.20 UGLDF

VelocityShares 3x Long Gold ETN Linked to the S&P GSCI Gold Index ER$167.50 SFFFF

-7.842-6.78%

Peugeot Invest Société anonyme$107.90 WNDLF

Wendel$104.00 ISRPF

0.72+0.71%

iShares Public Limited Company - iShares $ Corp Bond UCITS ETF$101.43 VGDDF

Vanguard Funds Public Limited Company - Vanguard FTSE Developed World UCITS ETF$100.28 UCPLF

United Corporations Limited$86.05 ONEXF

-1.49-2.09%

Onex Corporation$69.93

Company Overview

Julius Bär Gruppe AG (OTC:JBAXY) closed at $18.23 USD, losing -$0.11 (-0.60%) from the previous close of $18.34. The stock is currently within 5% of its 52-week high $13.07 and $18.93. With a market capitalization of about $18.76 billion, Julius Bär Gruppe AG is classified as a large-cap and shows market-like volatility (beta ~0.87). Key stats such as the average daily volume over the past year has been around 56.99 thousand shares, volume is running light vs its 52-week average. Headquartered in Zurich, ZH, Julius Bär Gruppe AG operates in the Financial Services sector and the Asset Management industry. Led by CEO Stefan Bollinger, the company employs approximately 7,390 people and listed since April 26, 2010. Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

Technical Performance

Average 10-day trading volume of 28.87 thousand shares is below the 3-month average of 56.49 thousand, indicating normal recent market interest.

Valuation Metrics

Julius Bär Gruppe AG trades at a P/E ratio of 13.29, slightly below the S&P 500 average, with a price-to-sales ratio of 2.54 and a price-to-book ratio of 2.08 suggesting the stock is closer to book value. The P/FCF stands at 123.71, also above market averages.

Dividend & Fair Value

Julius Bär Gruppe AG last paid a dividend of 0.66 per share, this equals a trailing yield of roughly inf%. Dividend and splits history remains an important factor for investors monitoring long-term returns. A discounted cash flow model estimates fair value at around $9.79. This means the shares are trading above this model’s fair value.

Earnings & Analyst Outlook

Julius Bär Gruppe AG earnings surprise history is a mixed track record. The quarter that ended July 21, 2026, missed forecasts by 1.64%. The prior quarter beat by 26.89%. Over the last six quarters, Apple has recorded several small beats. These include -204.73% in February 01, 2024.

Financial & Profitability Overview

Over the trailing twelve months, Julius Bär Gruppe AG generated $5.85B in revenue, or $28.43 per share. Gross margin was 47.76%, operating margin 0.23%, and net profit margin 7.77%. Returns are modest, with ROA at 0.47% and ROE at 7.37%.
On valuation metrics, Julius Bär Gruppe AG trades at a P/E of 13.29, P/S of 2.54 and P/B of 2.08. The current ratio is 20.89 and quick ratio is 20.89. Debt-to-equity is 1.51, supported by a cash flow-to-debt ratio of 0.04.

Quarterly Financial Highlights

For the quarter ended Dec 31, 2023, Julius Bär Gruppe AG posted revenue of $5.85B, down slightly from $3.87B in the prior quarter. Gross profit was $2.79B (margin 47.76%). Operating income was $13.60M (margin 0.2%). Net income was$454.00M (EPS $2.21).
The company ended the quarter with - $9.68B in cash and short-term investments, a total debt of $6.05B, and net debt of - $7.49B. Total assets were $96.79B, with equity of $6.16B. Financials further reflected stability, with operating cash flow of $2.28B, free cash flow of $2.04B, and capital expenditures of - $239.60M.

Price Forecast & Outlook

Our AI price prediction model suggests that Julius Bär Gruppe AG stock has strong potential for upside but may face short-term weakness followed by gains in the medium and long term.

Key Takeaways

Valuation shows Julius Bär Gruppe AG trading at a premium to the broader market with a P/E of 13.29.

Frequently Asked Questions

What is the current Julius Bär Gruppe AG (JBAXY) stock price?

Julius Bär Gruppe AG (OTC: JBAXY) stock price is $18.23 in the last trading session. During the trading session, JBAXY stock reached the peak price of $18.34 while $18.22 was the lowest point it dropped to. The percentage change in JBAXY stock occurred in the recent session was -0.6% while the dollar amount for the price change in JBAXY stock was - $0.11.

JBAXY's industry and sector of operation?

The OTC listed JBAXY is part of Asset Management industry that operates in the broader Financial Services sector. Julius Bär Gruppe AG designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Who are the executives of JBAXY?

No Data

How JBAXY did perform over past 52-week?

JBAXY's closing price is 17.57% higher than its 52-week low of $13.07 where as its distance from 52-week high of $18.93 is -21.21%.

How many employees does JBAXY have?

Number of JBAXY employees currently stands at 7,390.

Link for JBAXY official website?

Official Website of JBAXY is: https://www.juliusbaer.com

How do I contact JBAXY?

JBAXY could be contacted at phone 415 888 81111 and can also be accessed through its website. JBAXY operates from Bahnhofstrasse 36, Zurich, ZH 8010, Switzerland.

How many shares of JBAXY are traded daily?

JBAXY stock volume for the day was 346 shares. The average number of JBAXY shares traded daily for last 3 months was 56.99K.

What is the market cap of JBAXY currently?

The market value of JBAXY currently stands at $18.76B with its latest stock price at $18.23 and 1.03B of its shares outstanding.

Employees	7390
Beta	0.87
Sales or Revenue	$5.85B
5Y Sales Change%	0.02%
Fiscal Year Ends	December
Sector	Financial Services
Industry	Asset Management

JBAXY Company Profile and Key Details

Julius Bär Gruppe AG

Price Chart

Stock Price Today

Stock Snapshot

Relevant Articles

SEC Fillings

Current Report (8-k)

Annual Report (10-k)

Stock Price History Chart

Contact Details

About Company

Company Information

Stock Peers

Company Overview

Technical Performance

Valuation Metrics

Dividend & Fair Value

Earnings & Analyst Outlook

Financial & Profitability Overview

Quarterly Financial Highlights

Price Forecast & Outlook

Key Takeaways

Frequently Asked Questions

Earnings & Analyst Outlook

Company Overview

Valuation Metrics

Technical Performance

Financial & Profitability Overview

Quarterly Financial Highlights

Dividend & Fair Value

Key Takeaways

Price Forecast & Outlook