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Julius Baer Gruppe AG

Common Name

Julius Baer Gruppe

Country

Switzerland

Sector

Financial Services

Industry

Asset Management

Employees

7,335

Ticker

BAER

Exchange

SIX SWISS EXCHANGE

Website

www.juliusbaer.com

Description

Julius Baer Group Ltd. is a leading Swiss private banking and financial services firm specializing in global wealth management. Established in 1890 and headquartered in Zurich, the company focuses on ... Show more

Income Statement Balance Sheet Group Entities

Julius Baer Gruppe's Financial Statements Preview

Below are the financial statements of Julius Baer Gruppe, including the income statement and balance sheet for the company's latest fiscal year. All figures are accurate, verifiable, and fully traceable to the original annual filing where disclosed.

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All figures in millions of CHF	2024 as of 2024-12-31	2023 as of 2023-12-31
Assets	—	—
Cash and balances at central banks	8,231.6^a	9,680.2^a
Due from banks	5,523.7^a	3,848.1^a
Receivables from securities financing transactions	5,732.2^a	1,774.9^a
Lombard loans	33,093.7^a	30,665.5^a
Mortgages	8,508.9^a	8,241.9^a
Financial assets measured at FVTPL	14,680.5^a	12,180.5^a
Derivative financial instruments	3,767^a	2,297.9^a
Financial assets designated at fair value	179.1^a	188.9^a
Financial assets measured at FVOCI	10,697.7^a	12,922.5^a
Other financial assets measured at amortised cost	5,295.6^a	5,590.2^a
Property and equipment	659.4^a	648.7^a
Goodwill and other intangible assets	2,616.7^a	2,565^a
Accrued income and prepaid expenses	849.3^a	769.1^a
Deferred tax assets	17.1^a	24.1^a
Other assets	5,219^a	5,388.7^a
Total assets	105,071.5^a	96,786.3^a
Liabilities and equity	—	—
Due to banks	5,228.8^a	2,323.8^a
Payables from securities financing transactions	2,592.5^a	5,873.1^a
Due to customers	68,700^a	63,235.8^a
Financial liabilities measured at FVTPL	778.6^a	795.5^a
Derivative financial instruments	2,963.3^a	2,757.3^a
Financial liabilities designated at fair value	12,156.2^a	10,187.4^a
Debt issued	3,721.9^a	3,409.2^a
Accrued expenses and deferred income	1,107.2^a	1,103.3^a
Current tax liabilities	199.9^a	248.4^a
Deferred tax liabilities	45.4^a	56.8^a
Provisions	51.5^a	34.5^a
Other liabilities	697.3^a	598^a
Total liabilities	98,242.6^a	90,623.1^a
Share capital	4.1^a	4.1^a
Retained earnings	7,578.8^a	7,106.1^a
Other components of equity	-693.7^a	-882.4^a
Treasury shares	-61.8^a	-66.6^a
Equity attributable to shareholders of Julius Baer Group Ltd.	6,827.4^a	6,161.3^a
Non-controlling interests	1.5^a	1.9^a
Total equity	6,828.8^a	6,163.2^a
Total liabilities and equity	105,071.5^a	96,786.3^a

Verified Sources Behind Julius Baer Gruppe’s Financial Fundamentals Data

Every figure on this dashboard has a transparent audit trail. With Tracenable, each data point is traceable back to its original source, viewable directly inside our platform. Explore Julius Baer Gruppe’s data sources below and access millions more through our Disclosure Search.

a. Julius Baer Gruppe's Annual Report 2024

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Julius Baer Gruppe AG

Julius Baer Gruppe's Financial Statements Preview

Julius Baer Gruppe's Financial Statements Preview

Verified Sources Behind Julius Baer Gruppe’s Financial Fundamentals Data

Access Standardized Financial Statements within Minutes of Disclosure

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