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Julius Bär Gruppe AG

BAER.SW|Financial Services|Asset Management|CHF 55.62|P/E 15.0|MCap 11.4B|SIX

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

73/ 100Safe

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

Safe
Earnings Payout Ratio
70.1%Caution
FCF Payout Ratio
54.4%Safe

Balance Sheet

N/A
Net Debt / Total Assets
N/AN/A

Profitability

Safe
Return on Equity
10.9%Caution
Operating Margin
33.8%Very Safe
Profit Margin Stability
ModerateCaution

Dividend Track Record

Very Safe
Dividend Streak
10+ yrsVery Safe
5-Year Dividend CAGR
11.6%Very Safe
Earnings Stability
GrowingVery Safe

Dividend 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

BAER.SW Dividend Calculator

Total Investment

CHF 5,562.00

Annual Income

CHF 260.00

Quarterly Income

CHF 65.00

Monthly Income

CHF 21.67

Frequently Asked Questions

What is BAER.SW's current dividend yield?
Julius Bär Gruppe AG (BAER.SW) currently has a dividend yield of 4.66%, based on a stock price of CHF 55.62 and an annual dividend of CHF 2.60.
When is BAER.SW's next dividend payment date?
BAER.SW's next ex-dividend date is 2026-04-13 and the next payment date is 2025-04-16. You must own the stock before the ex-dividend date to receive the upcoming payment.
How much does BAER.SW pay in dividends per year?
Julius Bär Gruppe AG paid CHF 2.60 per share in annual dividends in 2025. The dividends are paid annual.
Has BAER.SW been increasing its dividend?
Julius Bär Gruppe AG has grown its dividend at a 5-year CAGR of 11.63% and a 10-year CAGR of 10.03%.
Is BAER.SW's dividend safe?
Julius Bär Gruppe AG has a payout ratio of 70.08%. The payout ratio is moderate. Monitor earnings to ensure sustainability.
How is BAER.SW's Dividend Health Score calculated?
The Dividend Health Score evaluates Julius Bär Gruppe AG's dividend sustainability across four categories: Payout & Coverage (40%), Balance Sheet (20%), Profitability (20%), and Dividend Track Record (20%). Each metric is rated from "Very Safe" to "Danger" based on industry-standard thresholds, with sector-specific adjustments for financial services companies. The overall score ranges from 0 to 100.

Want to understand how we rate dividend safety? Read our full methodology

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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.