|
Market Closed -
Swiss Exchange
11:30:23 2026-08-28 EDT
|
5-day change | 1st Jan Change | ||
| 76.06 CHF | +0.74% |
|
+1.68% | +21.89% |
| 08-21 | China tax crackdown forces wealthy investors to assess their offshore trusts | RE |
| 08-19 | China tax crackdown forces wealthy investors to assess their offshore trusts | RE |
| Market Cap | 15.65B 19.37B 16.69B 14.29B 26.91B 1,851B 27B 186B 72.45B 935B 72.73B 71.15B 3,099B | P/E 2026 * |
12.5x | P/E 2027 * | 12.2x |
|---|---|---|---|---|---|
| Enterprise Value | 35.94B 44.48B 38.33B 32.81B 61.8B 4,251B 62B 426B 166B 2,146B 167B 163B 7,116B | EV / Sales 2026 * |
8.05x | EV / Sales 2027 * | 7.82x |
| Free-Float |
99.27% | Yield 2026 * |
3.93% | Yield 2027 * | 4.14% |
Last Transcript : Julius Bär Gruppe AG
| 1 day | +0.74% | ||
| 1 week | +1.68% | ||
| Current month | +7.31% | ||
| 1 month | +7.83% | ||
| 3 months | +18.36% | ||
| 6 months | +15.95% | ||
| Current year | +21.89% |
| 1 week | 74.08 |  | 76.86 |
| 1 month | 70.02 | | 76.86 |
| Current year | 54.3 | | 76.86 |
| 1 year | 51.76 | | 76.86 |
| 3 years | 42.98 | | 76.86 |
| 5 years | 40.99 | | 76.86 |
| 10 years | 24.32 | | 76.86 |
| Manager | Title | Age | Since |
|---|---|---|---|
| Chief Executive Officer | - | 2025-01-08 | |
Peter Burrill
DFI | Director of Finance/CFO | - | 2026-08-16 |
Victoria McLean
CMP | Compliance Officer | 54 | 2026-01-31 |
| Director | Title | Age | Since |
|---|---|---|---|
| Director/Board Member | 59 | 2019-04-09 | |
Kathryn Shih
BRD | Director/Board Member | 68 | 2020-08-31 |
| Director/Board Member | 66 | 2022-04-11 |
| Date | Insider | Type | Main position | Quantity | % Market Cap. | |
|---|---|---|---|---|---|---|
| 5/26/26 | Sell | -6,177 | 0.0030% | |||
| 11/25/25 | Buy | 500 | 0.0002% | |||
| 2/17/25 | Sell | 2,814 | 0.0014% |
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | +0.74% | +1.68% | +29.40% | +28.78% | 19.33B | |
| +0.53% | -2.71% | +32.70% | +101.12% | 8.79B | |
| -0.12% | -1.22% | +1.63% | +60.83% | 6.18B | |
| -0.29% | +1.54% | +3.18% | -15.37% | 133M | |
| +12.26% | +11.89% | -37.99% | -55.34% | 52.51M | |
| Average | +2.62% | +2.07% | +5.79% | +24.01% | 6.9B | |
| Weighted average by Cap. | +0.55% | -0.47% | +25.06% | +52.66% |
| 2026 * | 2027 * | |
|---|---|---|
| Net sales | 4.46B 5.52B 4.76B 4.07B 7.68B 528B 7.7B 52.95B 20.66B 267B 20.74B 20.29B 884B | 4.61B 5.71B 4.92B 4.21B 7.93B 546B 7.96B 54.73B 21.36B 275B 21.44B 20.97B 913B |
| Net income | 1.24B 1.53B 1.32B 1.13B 2.13B 147B 2.14B 14.7B 5.74B 74.01B 5.76B 5.63B 245B | 1.25B 1.54B 1.33B 1.14B 2.14B 147B 2.15B 14.77B 5.76B 74.36B 5.79B 5.66B 247B |
| Net Debt | 20.29B 25.11B 21.64B 18.52B 34.89B 2,400B 35B 241B 93.91B 1,211B 94.27B 92.22B 4,017B | 20.43B 25.28B 21.78B 18.65B 35.12B 2,416B 35.24B 242B 94.55B 1,220B 94.92B 92.85B 4,044B |
| Date | Price | Change | Volume |
|---|---|---|---|
| 26-08-28 | CHF 76.06 | +0.74% | 326,323 |
| 26-08-27 | CHF 75.50 | +0.08% | 415,061 |
| 26-08-26 | CHF 75.44 | +1.18% | 392,443 |
| 26-08-25 | CHF 74.56 | -1.43% | 203,755 |
| 26-08-24 | CHF 75.64 | +1.56% | 248,369 |
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