Azione JBAXY JULIUS BÄR GRUPPE AG
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Società Julius Bär Gruppe AG OTC Markets

Azioni

JBAXY

US48137C1080

Banche

Tempo differito OTC Markets
Altri mercati azionari
 15:34:37 23/05/2024 		Variaz. 5gg Var. 1 gen.
12,18 USD +2,53% Grafico intraday di Julius Bär Gruppe AG +1,59% +9,00%
08:32 Julius Bär: afflussi in calo dopo buco Signa da 600 milioni AW
07:29 Julius Baer riporta un debole afflusso di denaro nei primi mesi del 2024 RE

Attività

Julius Baer Gruppe AG (il Gruppo) è un gruppo bancario privato con sede in Svizzera, con un focus esclusivo sull'assistenza e la consulenza a clienti privati e gestori patrimoniali indipendenti. Il Gruppo ha una presenza globale con circa 50 sedi in più di 25 Paesi e giurisdizioni. Julius Baer Gruppe AG è stato costituito attraverso lo scorporo delle attività di Julius Baer Holding AG in due entità indipendenti, ossia la Società, insieme alle sue filiali, che comprende Banca Julius Baer & Co Ltd come principale entità operativa, e GAM Holding, insieme alle sue filiali, che comprende GAM e l'attività di gestione patrimoniale a marchio Julius Baer, che include l'attività di fondi private label che in precedenza faceva parte del segmento Banca Julius Baer Ltd. Il Gruppo diversifica le sue attività in segmenti geografici, tra cui Svizzera, Resto d'Europa, Americhe, Asia e Altri Paesi.

Numero di dipendenti: 7 425

Vendite per attività

CHF in Milioni2022Peso2023Peso Delta
Wealth Management
100,0 %
3 853 100,0 % 3 240 100,0 % -15,93%

Vendite per regione

CHF in Milioni2022Peso2023Peso Delta
Switzerland
48,9 %
2 177 56,5 % 1 583 48,9 % -27,29%
Asia and Other Countries
30,1 %
1 027 26,7 % 976 30,1 % -4,97%
Europe (excluding Switzerland)
24,7 %
809 21,0 % 800 24,7 % -1,11%
Consolidation Items
-5,6 %
-231 -6,0 % -182 -5,6 % -21,21%
Americas
1,9 %
71 1,8 % 63 1,9 % -11,27%

Dirigenti

Dirigenti TitoloEtàDa
Nic Dreckmann CEO
 Chief Executive Officer 50 01/01/17
Evie Kostakis DFI
 Director of Finance/CFO 48 01/01/20
Yves Bonzon CIO
 Chief Investment Officer 59 01/01/20
Alexander C. van Leeuwen IRC
 Investor Relations Contact - 01/04/08
Antje Hembd PRN
 Corporate Officer/Principal - 01/01/16
Yvonne Suter PRN
 Corporate Officer/Principal - -
Rajesh Manwani PRN
 Corporate Officer/Principal - -
Derek Beatty PRN
 Corporate Officer/Principal - -
Luigi Vignola PRN
 Corporate Officer/Principal 54 -
David Shick PRN
 Corporate Officer/Principal - -

Amministratori

Amministratori TitoloEtàDa
Richard M. Campbell-Breeden BRD
 Director/Board Member 62 01/01/18
Romeo Lacher CHM
 Chairman 64 10/04/19
Tomás Varela i Muiña BRD
 Director/Board Member 64 12/04/22
Jürg René Hunziker BRD
 Director/Board Member 61 13/04/23
Kathryn Shih BRD
 Director/Board Member 66 01/09/20
Olga L. Zoutendijk BRD
 Director/Board Member 63 10/04/19
Eunice Zehnder-Lai BRD
 Director/Board Member 57 10/04/19

Classe di azioni

VotoQuantitàFlottanteAutocontrolloFlottante totale
Azione A 1 206 001 780 203 828 644 ( 98,95 %) 1 186 177 ( 0,5758 %) 98,95 %

Azionisti

NomeAzioni%Valorizzazione
T. Rowe Price International Ltd.
5,061 %
10 425 592 5,061 % 564 M $
UBS Asset Management Switzerland AG
5,018 %
10 336 326 5,018 % 559 M $
JULIUS BÄR GRUPPE AG
4,501 %
9 271 254 4,501 % 501 M $
Norges Bank Investment Management
3,103 %
6 392 657 3,103 % 346 M $
MFS International (UK) Ltd.
1,554 %
3 200 846 1,554 % 173 M $
Formuepleje A/S
1,065 %
2 194 583 1,065 % 119 M $
MFS International Singapore Pte Ltd.
1,030 %
2 121 013 1,030 % 115 M $
CPH Capital Fondsmaeglerselskab A/S
0,9882 %
2 035 634 0,9882 % 110 M $
zCapital AG
0,3932 %
810 000 0,3932 % 44 M $
MFS Investment Management Canada Ltd.
0,3575 %
736 557 0,3575 % 40 M $
NomeAzioni%Valorizzazione
MFS Investment Management Canada Ltd.
0,0149 %
153 896 0,0149 % 2 M $
RhumbLine Advisers LP
0,002809 %
28 934 0,002809 % 305 485 $
Henry James International Management, Inc.
0,001278 %
13 165 0,001278 % 138 996 $
Paradigm Asset Management Co. LLC
0,000204 %
2 100 0,000204 % 22 172 $
PNC Investments LLC
0,000187 %
1 928 0,000187 % 20 356 $
GAMMA Investing LLC
0,000088 %
911 0,000088 % 9 618 $
Front Row Advisors LLC
0,000086 %
889 0,000086 % 9 386 $
Financial Gravity Asset Management, Inc.
0,000005 %
56 0,000005 % 591 $

Partecipazioni

NomeAzioni%Valorizzazione
YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
21.46%
 852 845 825 21.46% 1 100 648 708 $
JULIUS BÄR GRUPPE AG
4.50%
 9 271 254 4.50% 501 495 850 $
YANGZIJIANG FINANCIAL HOLDING LTD.
28.54%
 1 002 845 825 28.54% 231 637 329 $
DOHOME
0.37%
 12 061 109 0.37% 3 514 848 $

Coordinate società

Julius Bär Gruppe AG

Bahnhofstrasse 36

8001, Zurich

+41 58 888 1111

http://www.juliusbaer.com
Indirizzo Julius Bär Gruppe AG(JBAXY)

Società del gruppo

NomeCategoria e settore
Bank Julius Bär & Co. AG
Logo Bank Julius Bär & Co. AG

Bank Julius Bär & Co. AG

Investment ManagersFinance

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.

Investment Managers
Kairos Investment Management SpA
Logo Kairos Investment Management SpA

Kairos Investment Management SpA

Investment ManagersFinance

Kairos Investment Management SpA operates as a holding company which manages and coordinates the business activities of its subsidiaries. It holds interest in companies engaging in the asset management sector. The company was founded by Paolo Basilico in 1999 and is headquartered in Milan, Italy.

Investment Managers
Kairos Partners SGR SpA
Logo Kairos Partners SGR SpA

Kairos Partners SGR SpA

Investment ManagersFinance

Kairos Partners SGR SpA (Kairos) is an investment management firm headquartered in Milan, Italy. The firm was founded by Brera Guido Maria and Paolo Basilico in 1999. In 2024, Italy-based Anima Holding SpA (BIT: ANIM) acquired Kairos Partners SGR SpA from Kairos Investment Management SpA, a subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Kairos offers a selected range of investment services and solutions for private customers, professional operators and institutional investors.

Investment Managers
Sanam Investment Co. Ltd.
Bank Julius Bär Deutschland AG
Logo Bank Julius Bär Deutschland AG

Bank Julius Bär Deutschland AG

Investment ManagersFinance

Bank Julius Bär Deutschland AG (Julius Bär Germany) is the German wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Founded in 1989, Julius Bär Germany is headquartered in Frankfurt and provides personal wealth management advice to private clients.

Investment Managers
Julius Baer International Ltd.
Logo Julius Baer International Ltd.

Julius Baer International Ltd.

Investment ManagersFinance

Julius Baer International Ltd. (JBI) is the Great Britain-based wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. The firm was founded in 1968 and is headquartered in London. JBI provides advisory services related to asset management and financial planning for private clients.

Investment Managers
Bank Julius Baer Europe SA
Logo Bank Julius Baer Europe SA

Bank Julius Baer Europe SA

Investment ManagersFinance

Part of Julius Bär Gruppe AG, Bank Julius Baer Europe SA provides investment advice. The company is based in Luxembourg, Luxembourg. The Luxembourger company was founded in 1969. Falk Fischer has been the CEO of the company since 2000. Bank Julius Baer Europe was acquired by Julius Bär Gruppe AG from Commerzbank AG on July 04, 2016 for $85.18 million.

Investment Managers
Bank Julius Baer & Co. Ltd. (Singapore)
Logo Bank Julius Baer & Co. Ltd. (Singapore)

Bank Julius Baer & Co. Ltd. (Singapore)

Investment ManagersFinance

Bank Julius Baer & Co. Ltd. (Singapore) (Julius Baer-SG) is the Singapore-based private banking division of Bank Julius Baer & Co. AG, ultimately owned by Julius Bear Gruppe (SWX: BAER; OTCMKTS: JBAXY), a banking corporation headquartered in Switzerland. Founded in 2006, Julius Baer-SG acts as the bank's regional hub in South East Asia and is the main booking center for the Group outside Switzerland. They also provide investment advice to private clients around the world.

Investment Managers
Julius Baer (Middle East) Ltd.
Logo Julius Baer (Middle East) Ltd.

Julius Baer (Middle East) Ltd.

Regional BanksFinance

Part of Julius Bär Gruppe AG, Julius Baer (Middle East) Ltd. provides commercial banking services. The company is based in Dubai, United Arab Emirates.

Regional Banks

Settore

Finanziari
Banche
Banche
Banche
Banche private

Vendite per regione

Rating per Julius Bär Gruppe AG

Rating Trading
Rating Investimento
ESG Refinitiv
Altri rating

Consensus Analisti

Vendita
Consenso
Buy
Raccomandazione media
Accumulate
Numero di analisti
15
Ultimo prezzo di chiusura
54,28 CHF
Prezzo obiettivo medio
60,5 CHF
Differenza / Target Medio
+11,46%
Consenso

Revisioni EPS

Revisioni delle Stime

Fatturato trimestrale - Indice di sorpresa

Calendario della società

Settore Banche private

Variaz. 1 gen. Capi.
EFG INTERNATIONAL AG Azione EFG International AG
+11,48% 4 Mrd
EDMOND DE ROTHSCHILD (SUISSE) S.A. Azione Edmond de Rothschild (Suisse) S.A.
+3,33% 1,33 Mrd
TRUXTON CORPORATION Azione Truxton Corporation
-1,62% 186 Mln
BANCA PROFILO S.P.A. Azione Banca Profilo S.p.A.
+3,45% 149 Mln
PROVEN GROUP LIMITED Azione PROVEN Group Limited
-8,17% 110 Mln
Banche private
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