Julius Baer Gruppe AG
SIX:BAER
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Balance Sheet
Balance Sheet Decomposition
Julius Baer Gruppe AG
| Net Loans | 42B |
| Investments | 37.5B |
| PP&E | 649m |
| Intangibles | 2.6B |
| Other Assets | 17.5B |
| Total Deposits | 70.8B |
| Short Term Debt | 3B |
| Long Term Debt | 14.6B |
| Other Liabilities | 5.6B |
Balance Sheet
Julius Baer Gruppe AG
| Dec-2014 | Dec-2015 | Dec-2016 | Dec-2017 | Dec-2018 | Dec-2019 | Dec-2020 | Dec-2021 | Dec-2022 | Dec-2023 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | |||||||||||
| Net Loans |
33 669
|
36 381
|
38 419
|
46 624
|
45 323
|
48 427
|
47 208
|
50 417
|
44 584
|
38 907
|
|
| Investments |
28 181
|
30 580
|
33 676
|
31 027
|
30 821
|
34 061
|
36 655
|
37 730
|
39 558
|
39 028
|
|
| PP&E Net |
383
|
373
|
374
|
357
|
353
|
613
|
581
|
515
|
608
|
649
|
|
| PP&E Gross |
383
|
373
|
374
|
357
|
353
|
613
|
581
|
515
|
608
|
649
|
|
| Accumulated Depreciation |
214
|
241
|
268
|
294
|
300
|
384
|
445
|
479
|
518
|
553
|
|
| Intangible Assets |
684
|
604
|
763
|
799
|
839
|
848
|
844
|
860
|
814
|
849
|
|
| Goodwill |
1 680
|
1 713
|
2 071
|
2 073
|
2 093
|
2 018
|
1 793
|
1 801
|
1 722
|
1 716
|
|
| Long-Term Investments |
66
|
90
|
29
|
28
|
48
|
23
|
21
|
29
|
28
|
8
|
|
| Customer Acceptances Liabilities |
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
|
| Other Long-Term Assets |
15
|
24
|
29
|
29
|
16
|
16
|
20
|
28
|
45
|
24
|
|
| Other Assets |
5 149
|
4 803
|
5 424
|
5 634
|
7 953
|
6 020
|
8 483
|
9 612
|
8 796
|
7 852
|
|
| Total Assets |
82 234
N/A
|
84 116
+2%
|
96 207
+14%
|
97 918
+2%
|
102 898
+5%
|
102 035
-1%
|
109 137
+7%
|
116 306
+7%
|
105 644
-9%
|
96 786
-8%
|
|
| Liabilities | |||||||||||
| Accounts Payable |
0
|
0
|
0
|
27
|
28
|
29
|
35
|
39
|
34
|
28
|
|
| Accrued Liabilities |
492
|
530
|
620
|
728
|
767
|
746
|
688
|
769
|
843
|
1 103
|
|
| Short-Term Debt |
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
340
|
5 873
|
|
| Current Portion of Long-Term Debt |
0
|
0
|
6 989
|
10 234
|
12 103
|
8 417
|
7 711
|
12 322
|
10 349
|
8 898
|
|
| Total Deposits |
67 011
|
69 453
|
77 572
|
74 846
|
78 399
|
76 073
|
82 872
|
87 418
|
79 372
|
65 560
|
|
| Other Current Liabilities |
115
|
66
|
123
|
278
|
255
|
264
|
277
|
374
|
336
|
338
|
|
| Total Current Liabilities |
608
|
596
|
7 732
|
11 267
|
13 154
|
9 456
|
8 712
|
13 504
|
11 902
|
16 240
|
|
| Long-Term Debt |
5 459
|
5 416
|
2 669
|
3 379
|
3 104
|
7 030
|
7 183
|
4 986
|
4 209
|
5 018
|
|
| Deferred Income Tax |
138
|
42
|
78
|
60
|
75
|
69
|
75
|
85
|
66
|
57
|
|
| Minority Interest |
9
|
6
|
24
|
30
|
2
|
9
|
9
|
9
|
3
|
2
|
|
| Other Liabilities |
3 681
|
3 667
|
2 802
|
2 511
|
2 126
|
3 219
|
3 862
|
3 570
|
3 805
|
3 749
|
|
| Total Liabilities |
76 905
N/A
|
79 180
+3%
|
90 877
+15%
|
92 093
+1%
|
96 858
+5%
|
95 855
-1%
|
102 712
+7%
|
109 572
+7%
|
99 357
-9%
|
90 625
-9%
|
|
| Equity | |||||||||||
| Common Stock |
4
|
5
|
5
|
5
|
5
|
5
|
5
|
4
|
4
|
4
|
|
| Retained Earnings |
5 560
|
5 468
|
5 891
|
6 366
|
6 475
|
6 558
|
6 932
|
7 616
|
7 536
|
7 106
|
|
| Unrealized Security Profit/Loss |
109
|
23
|
0
|
0
|
0
|
165
|
245
|
165
|
428
|
289
|
|
| Treasury Stock |
179
|
219
|
263
|
276
|
309
|
363
|
405
|
686
|
353
|
67
|
|
| Other Equity |
166
|
341
|
302
|
270
|
131
|
184
|
351
|
366
|
472
|
593
|
|
| Total Equity |
5 329
N/A
|
4 936
-7%
|
5 330
+8%
|
5 825
+9%
|
6 040
+4%
|
6 180
+2%
|
6 426
+4%
|
6 734
+5%
|
6 287
-7%
|
6 161
-2%
|
|
| Total Liabilities & Equity |
82 234
N/A
|
84 116
+2%
|
96 207
+14%
|
97 918
+2%
|
102 898
+5%
|
102 035
-1%
|
109 137
+7%
|
116 306
+7%
|
105 644
-9%
|
96 786
-8%
|
|
| Shares Outstanding | |||||||||||
| Common Shares Outstanding |
219
|
219
|
217
|
218
|
218
|
217
|
215
|
209
|
207
|
205
|
|
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