Julius Bär Gruppe AG
Last update: Mar 23, 2026 at 13:52
About Julius Bär Gruppe AG
Julius Bär Gruppe AG is a leading Swiss multinational private banking group headquartered in Zurich, specializing in wealth management for private clients worldwide. Founded in 1890 as a family-run exchange office, it has evolved into one of the largest dedicated private banks, managing CHF 521 billion in assets as of the end of 2025, with operations across approximately 25 countries and over 7,500 employees. The group offers comprehensive services including investment advisory, discretionary mandates, structured products, securities execution, private markets access, wealth planning, family office solutions, and bespoke lending. Its open product platform enables objective, client-centric advice, emphasizing long-term relationships, confidentiality, and holistic wealth preservation across generations. Julius Bär Gruppe AG serves high-net-worth individuals through key locations in Europe, Asia, the Americas, and the Middle East, underpinned by a solid financial base and entrepreneurial culture. As the parent of Bank Julius Baer & Co. Ltd., it upholds traditional Swiss banking values while navigating global markets.
Dividend Overview
Dividend Yield
4.66%
Annual Dividend
CHF 2.60
Frequency
Annual
Payout Ratio
70.08%
FCF Payout Ratio
N/A
Stock Price
CHF 55.62
52-Week Range
CHF 45.50 – CHF 68.60
Dividend Health Score
BAER.SW's dividend appears safe and well-supported. Strengths include a 54.4% fcf payout ratio and 33.8% operating margin. The dividend has been growing at a 11.6% 5-year CAGR. As a financial company, some traditional cash flow metrics are less applicable. The score focuses on earnings-based coverage and profitability.
Based on 8 of 9 metrics
Payout & Coverage
SafeBalance Sheet
N/AProfitability
SafeDividend Track Record
Very SafeDividend History (2016–2025)
BAER.SW annual dividend per share and yield history
Earnings & Profitability
BAER.SW earnings per share and net profit margin
Key Dates
Next Ex-Dividend Date
April 13, 2026
Next Payment Date
April 16, 2025
Dividend Growth
3-Year Dividend CAGR
0.00%
5-Year Dividend CAGR
11.63%
10-Year Dividend CAGR
10.03%
3-Year Total Growth
0.00%
5-Year Total Growth
73.33%
10-Year Total Growth
160.00%
Income Calculator
Frequently Asked Questions
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How is BAER.SW's Dividend Health Score calculated?
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This page is not investment advice. The content is for informational purposes only and should not be construed as a recommendation to buy, sell, or hold any security. Always do your own research and consult a qualified financial advisor before making investment decisions.
Financial data, including dividend history, earnings, balance sheet metrics, and the Dividend Health Score, is provided for informational purposes only. Data may be delayed or differ from official filings. Past performance does not guarantee future results. Always verify with official sources before making investment decisions.
Market data provided by Twelve Data.