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.

Interested in getting early access to our real-time standardized financial datafeed?

Learn More

Limited Data Preview

You are viewing a limited preview of Julius Baer Gruppe’s income statement 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).

Unrestricted Access to Data and Sources

pro

Remove manual data sourcing from your workflow. Upgrade to Tracenable Pro for unrestricted access to datasets and disclosures across 8,500+ companies with over 10 years of historical coverage.

Download complete datasets (CSV/XLS)

Access underlying corporate disclosures (PDF)

Trace values back to original sources

Upgrade to Tracenable Pro

Formats Included

Excel

CSV

All data fully traceable to original sources

Used by 1,000+ teams in finance, climate, and research

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

Real-Time & Standardized Financials

Access Standardized Financial Statements within Minutes of Disclosure

Tracenable is building real-time standardized financial datafeeds and APIs covering global equities. Unlike limited and inconsistent XBRL parsing, our approach aims to deliver clean, comparable, and fully traceable data seconds after publication.

Could this solution support your investment or analytical workflows?

Explore Peer Companies

All figures in millions of CHF	2024	2023
Interest income on financial instruments measured at amortised cost or FVOCI	2,508.9^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	2,593.1^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Interest expense on financial instruments measured at amortised cost	-2,131.6^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-1,751.3^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Net interest income	377.3^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	841.9^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Commission and fee income	2,456.9^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	2,156.6^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Commission expense	-252.7^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-227.1^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Net commission and fee income	2,204.3^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	1,929.5^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Net income from financial instruments measured at FVTPL	1,282.1^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	1,057.8^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Net credit losses/(recoveries) on financial instruments	-14.8^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-606.3^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Other ordinary results	12^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	16.7^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Operating income	3,860.9^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	3,239.6^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Personnel expenses	-1,789.1^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-1,709.2^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
General expenses	-772.8^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-771.8^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Depreciation of property and equipment	-100.2^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-102.6^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Amortisation and impairment of intangible assets	-144.6^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-142.2^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Operating expenses	-2,806.7^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-2,725.8^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Profit before taxes	1,054.1^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	513.8^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Income taxes	-31.9^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-60.3^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Net profit	1,022.3^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	453.4^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Of which attributable to	—	—
Shareholders of Julius Baer Group Ltd.	1,022.1^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	454^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up
Non-controlling interests	0.1^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up	-0.5^a Trace this value back to its sources Viewing source references is available to registered users. Create a Tracenable account to view up to 5 source references at no cost. Sign Up

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

Explore Peer Companies

Vontobel Holding AG

EFG International AG

Helvetia Baloise Holding AG

St Galler Kantonalbank AG

UBS Group AG

Swiss Re AG