Acción JBAXY JULIUS BÄR GRUPPE AG
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Empresa Julius Bär Gruppe AG OTC Markets

Acciones

JBAXY

US48137C1080

Bancos

Mercado cerrado - OTC Markets
Otros sitios de cotización
 21:59:59 24/05/2024 		Varia. Cinco días. Varia. 1 de enero.
12,01 USD -0,99 % Gráfico intradía de Julius Bär Gruppe AG +0,59 % +7,57 %
24/05 Julius Baer y EFG interrumpen las conversaciones de adquisición tras el acercamiento inicial, según fuentes RE
24/05 JULIUS BAER MANTUVO CONVERSACIONES DE ADQUISICIÓN CON EFG EN LOS ÚLTIMOS MESES,... RE

Resumen de negocios

Julius Baer Gruppe AG (el Grupo) es un grupo de banca privada con sede en Suiza, centrado exclusivamente en la prestación de servicios y el asesoramiento a clientes privados y gestores patrimoniales independientes. El Grupo tiene una presencia global con aproximadamente 50 sedes en más de 25 países y jurisdicciones. Julius Baer Gruppe AG se constituyó mediante la escisión de los negocios de Julius Baer Holding AG en dos entidades independientes, a saber, la Sociedad, junto con sus filiales, que comprende Bank Julius Baer & Co Ltd como principal entidad operativa, y GAM Holding, junto con sus filiales, que comprende GAM y el negocio de gestión de activos de la marca Julius Baer, que incluye el negocio de fondos privados que anteriormente formaba parte del segmento Bank Julius Baer Holding Ltd de Julius Baer. El Grupo diversifica sus operaciones en segmentos geográficos, que incluyen Suiza, el resto de Europa, América y Asia y Otros Países.

Número de empleados: 7 425

Ventas por actividad

CHF en millones2022Peso2023Peso Delta
Wealth Management
100,0 %
3 853 100,0 % 3 240 100,0 % -15,93 %

Ventas por región

CHF en millones2022Peso2023Peso 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 %

Directores

Directores PuestoEdadDesde
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 - -

Administradores

Administradores PuestoEdadDesde
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

Clase de acciones

VoteQuantityFlotanteAutocontrolTotal Float
Acción A 1 206 001 780 203 828 644 ( 98,95 %) 1 186 177 ( 0,5758 %) 98,95 %

Accionistas

NombreAcciones%Valoración
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.
0,3573 %
736 000 0,3573 % 40 M $
NombreAcciones%Valoración
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 $

Participaciones

NombreAcciones%Valoración
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 $

Información de la empresa

Julius Bär Gruppe AG

Bahnhofstrasse 36

8001, Zurich

+41 58 888 1111

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

Empresas del grupo

NombreCategoría y sector
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

Sector

Finanzas
Servicios bancarios y de inversión
Servicios bancarios
Bancos
Bancos privados

Ventas por región

Notaciones para Julius Bär Gruppe AG

Calificación trading
Calificación Inversor
ESG Refinitiv
Más Ratings

Consenso de los analistas

Venta
Consenso
Compra
Recomendación promedio
ACUMULAR
Numero de análisis
15
Último precio de cierre
55,86 CHF
Precio objetivo promedio
61,55 CHF
Diferencia / Objetivo Promedio
+10,19 %
Consenso

Revisiones del BPA

Revisiones de las previsiones

Ganancias trimestrales - Tasa de sorpresa

La agenda de la empresa

Sector Bancos privados

Varia. 1 de ene. Capi.
BANCA GENERALI S.P.A. Acción Banca Generali S.p.A.
+16,77 % 4857,52 M
EFG INTERNATIONAL AG Acción EFG International AG
+13,33 % 4041,16 M
EDMOND DE ROTHSCHILD (SUISSE) S.A. Acción Edmond de Rothschild (Suisse) S.A.
+3,33 % 1334,26 M
TRUXTON CORPORATION Acción Truxton Corporation
-2,31 % 185 M
BANCA PROFILO S.P.A. Acción Banca Profilo S.p.A.
+2,96 % 150 M
PROVEN GROUP LIMITED Acción PROVEN Group Limited
-7,96 % 110 M
Bancos privados
  1. Bolsa de valores
  2. Acciones
  3. Acción BAER
  4. Acción JBAXY
  5. Empresa Julius Bär Gruppe AG
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