Julius Baer Gruppe AG

Common Name

Julius Baer Gruppe

Country

Switzerland

Sector

Financial Services

Industry

Asset Management

Employees

7,390

Ticker

BAER

Exchange

SIX SWISS EXCHANGE

Website

www.juliusbaer.com

Description

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 ex... 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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Limited Data Preview

You are viewing a limited preview of Julius Baer Gruppe’s balance sheet data. The reported financial values are complete. The full dataset, available for download, additionally includes structured metadata for each line item, such as line item role (line item, subtotal, total) and financial classification (e.g., assets, liabilities, equity, revenue, expenses).

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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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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 Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	9,680.2^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Due from banks	5,523.7^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	3,848.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Receivables from securities financing transactions	5,732.2^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	1,774.9^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Lombard loans	33,093.7^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	30,665.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Mortgages	8,508.9^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	8,241.9^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Financial assets measured at FVTPL	14,680.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	12,180.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Derivative financial instruments	3,767^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	2,297.9^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Financial assets designated at fair value	179.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	188.9^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Financial assets measured at FVOCI	10,697.7^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	12,922.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Other financial assets measured at amortised cost	5,295.6^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	5,590.2^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Property and equipment	659.4^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	648.7^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Goodwill and other intangible assets	2,616.7^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	2,565^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Accrued income and prepaid expenses	849.3^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	769.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Deferred tax assets	17.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	24.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Other assets	5,219^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	5,388.7^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Total assets	105,071.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	96,786.3^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Liabilities and equity	—	—
Due to banks	5,228.8^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	2,323.8^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Payables from securities financing transactions	2,592.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	5,873.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Due to customers	68,700^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	63,235.8^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Financial liabilities measured at FVTPL	778.6^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	795.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Derivative financial instruments	2,963.3^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	2,757.3^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Financial liabilities designated at fair value	12,156.2^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	10,187.4^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Debt issued	3,721.9^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	3,409.2^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Accrued expenses and deferred income	1,107.2^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	1,103.3^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Current tax liabilities	199.9^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	248.4^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Deferred tax liabilities	45.4^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	56.8^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Provisions	51.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	34.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Other liabilities	697.3^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	598^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Total liabilities	98,242.6^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	90,623.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Share capital	4.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	4.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Retained earnings	7,578.8^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	7,106.1^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Other components of equity	-693.7^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	-882.4^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Treasury shares	-61.8^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	-66.6^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Equity attributable to shareholders of Julius Baer Group Ltd.	6,827.4^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	6,161.3^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Non-controlling interests	1.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	1.9^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Total equity	6,828.8^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	6,163.2^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial
Total liabilities and equity	105,071.5^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial	96,786.3^a Trace this value back to its sources Source traceability is available with an active trial or subscription. Start your 30-day free trial to view source references. No credit card required. Start Free Trial

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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