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Julius Bär Gruppe AG

BAER.SWSwitzerland

11 filed reports · 198 financial concepts · 10 earnings calls · 0 media appearances

Filed reports

11 reports · Jun 2021 to Jun 2026

Each report counts once it has at least one extracted financial fact.

Report typeReportsFactsPeriods
Half YearSIX-listed company reports6462Jun 2021 to Jun 2026
AnnualSIX-listed company reports5621Dec 2021 to Dec 2025

Documents

PeriodTypePeriod endPublishedFactsSource
FY2026 Q2half yearJun 30, 2026Jun 30, 2026135Open
FY2025annualDec 31, 2025Dec 31, 2025123Open
FY2025 Q2half yearJun 30, 2025Jun 30, 2025113Open
FY2024annualDec 31, 2024Dec 31, 2024129Open
FY2024 Q2half yearJun 30, 2024Jun 30, 2024111Open
FY2023annualDec 31, 2023Dec 31, 2023118Open
FY2023 Q2half yearJun 30, 2023Jun 30, 202335Open
FY2022annualDec 31, 2022Dec 31, 2022123Open
FY2022 Q2half yearJun 30, 2022Jun 30, 202234Open
FY2021annualDec 31, 2021Dec 31, 2021128Open
FY2021 Q2half yearJun 30, 2021Jun 30, 202134Open

Financial data

198 concepts · 1,083 facts

Each concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.

IFRS156 concepts · 891 facts · Jun 2021 to Jun 2026

  • Shareholders of Julius Baer Group Ltd.16 · Dec 2021 to Jun 2026
  • Net Income13 · Dec 2021 to Jun 2026
  • Income Tax Expense (Benefit)12 · Dec 2021 to Jun 2026
  • Due from banks11 · Jun 2021 to Jun 2026
  • Due to banks11 · Jun 2021 to Jun 2026
  • Equity attributable to shareholders of Julius Baer Group Ltd.11 · Jun 2021 to Jun 2026
  • Financial assets measured at FVOCI11 · Jun 2021 to Jun 2026
  • Financial assets measured at FVTPL11 · Jun 2021 to Jun 2026
  • Financial liabilities designated at fair value11 · Jun 2021 to Jun 2026
  • Goodwill and other intangible assets11 · Jun 2021 to Jun 2026
  • Non-controlling interests11 · Jun 2021 to Jun 2026
  • Other Assets11 · Jun 2021 to Jun 2026
  • Other Liabilities11 · Jun 2021 to Jun 2026
  • Stockholders Equity11 · Jun 2021 to Jun 2026
  • Total Assets11 · Jun 2021 to Jun 2026
  • Total Liabilities11 · Jun 2021 to Jun 2026
  • Total liabilities and equity11 · Jun 2021 to Jun 2026
  • Interest Income (Expense), Net9 · Dec 2021 to Jun 2026
  • Accrued expenses and deferred income8 · Dec 2021 to Jun 2026
  • Accrued income and prepaid expenses8 · Dec 2021 to Jun 2026
  • – Accrued income, prepaid expenses, and other assets8 · Dec 2021 to Jun 2026
  • Adjustment for income tax expense8 · Dec 2021 to Jun 2026
  • Cash and Balances at Central Banks8 · Dec 2021 to Jun 2026
  • – Change in loss allowance8 · Dec 2021 to Jun 2026

APM22 concepts · 122 facts · Jun 2021 to Jun 2026

  • Adjusted cost/income ratio11 · Jun 2021 to Jun 2026
  • Adjusted net profit for the Group11 · Jun 2021 to Jun 2026
  • Adjusted EPS attributable to shareholders of Julius Baer Group Ltd. (CHF)8 · Jun 2021 to Jun 2026
  • Adjusted pre-tax margin (basis points)8 · Jun 2021 to Jun 2026
  • Adjusted profit before taxes8 · Jun 2021 to Jun 2026
  • Adjusted tax rate8 · Jun 2021 to Jun 2026
  • Shareholders of Julius Baer Group Ltd.8 · Jun 2021 to Jun 2026
  • Adjusted depreciation and amortisation7 · Jun 2021 to Jun 2026
  • Adjusted general expenses7 · Jun 2021 to Jun 2026
  • Adjusted operating expenses7 · Jun 2021 to Jun 2026
  • Adjusted personnel expenses7 · Jun 2021 to Jun 2026
  • Adjusted income taxes6 · Jun 2021 to Jun 2026
  • Adjusted expense margin (basis points)4 · Jun 2024 to Dec 2025
  • Gross margin (basis points)4 · Jun 2023 to Dec 2025
  • Adjusted operating income3 · Jun 2025 to Jun 2026
  • Adjusted other ordinary results3 · Jun 2025 to Jun 2026
  • excluding specific loss allowances3 · Jun 2024 to Jun 2025
  • Non-controlling interests3 · Jun 2023 to Jun 2025
  • Tangible book value per share (CHF)3 · Jun 2025 to Jun 2026
  • Adjusted net commission and fee income1 · Jun 2026
  • Adjusted net interest income1 · Jun 2026
  • Tangible book value per share (CHF)1 · Dec 2024

KPI20 concepts · 70 facts · Jun 2021 to Jun 2026

  • Market capitalisation (CHF m)10 · Jun 2021 to Jun 2026
  • Number of employees9 · Jun 2021 to Dec 2025
  • Number of shares issued9 · Jun 2021 to Jun 2026
  • BIS CET1 capital ratio7 · Jun 2021 to Jun 2026
  • BIS total capital ratio7 · Jun 2021 to Jun 2026
  • Number of relationship managers4 · Dec 2022 to Dec 2025
  • Assets under management3 · Jun 2024 to Dec 2025
  • Cost/income ratio3 · Dec 2021 to Dec 2023
  • Net new money (in period)3 · Jun 2024 to Dec 2025
  • Number of shares, par value CHF 0.023 · Dec 2021 to Dec 2024
  • Book value per share (CHF)2 · Dec 2025 to Jun 2026
  • Dividend payment per share2 · Dec 2023 to Jun 2026
  • CET1 capital ratio1 · Dec 2024
  • Equity (book value) per share (CHF)1 · Dec 2024
  • Net new money1 · Dec 2024
  • Number of shares outstanding1 · Jun 2026
  • remaining loan book1 · Dec 2023
  • Share price (as at 31.12.)1 · Dec 2023
  • Total capital ratio1 · Dec 2024
  • Weighted average number of shares outstanding1 · Jun 2026

Segments

Figures broken down by business line, region, product or another axis the company reports on.

No segment breakdowns.

Text from filings

Management commentary and risk factors, extracted from SEC filings only.

No commentary or risk-factor text for this company.

Earnings calls

10 calls · Jul 2023 to Jul 2026

Transcripts with management claims and analyst questions, one per fiscal period.

  • FY2026 Q2Jul 21, 2026
  • FY2026 Q1May 22, 2026
  • FY2025 Q4Feb 2, 2026
  • FY2025 Q3Nov 24, 2025
  • FY2025 Q2Jul 22, 2025
  • FY2025 Q1May 21, 2025
  • FY2024 Q4Feb 3, 2025
  • FY2024 Q3Nov 21, 2024
  • FY2024 Q2Jul 25, 2024
  • FY2023 Q2Jul 24, 2023

Executive media

Podcasts, interviews and conference appearances by the company's executives, with their claims.

No media appearances for this company.

Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.

Julius Bär Gruppe AG (BAER.SW) data · FactIQ