Julius Baer Gruppe AG
SIX:BAER
US |
Johnson & Johnson
NYSE:JNJ
|
Pharmaceuticals
|
|
US |
Berkshire Hathaway Inc
NYSE:BRK.A
|
Financial Services
|
|
US |
Bank of America Corp
NYSE:BAC
|
Banking
|
|
US |
Mastercard Inc
NYSE:MA
|
Technology
|
|
US |
UnitedHealth Group Inc
NYSE:UNH
|
Health Care
|
|
US |
Exxon Mobil Corp
NYSE:XOM
|
Energy
|
|
US |
Pfizer Inc
NYSE:PFE
|
Pharmaceuticals
|
|
US |
Palantir Technologies Inc
NYSE:PLTR
|
Technology
|
|
US |
Nike Inc
NYSE:NKE
|
Textiles, Apparel & Luxury Goods
|
|
US |
Visa Inc
NYSE:V
|
Technology
|
|
CN |
Alibaba Group Holding Ltd
NYSE:BABA
|
Retail
|
|
US |
3M Co
NYSE:MMM
|
Industrial Conglomerates
|
|
US |
JPMorgan Chase & Co
NYSE:JPM
|
Banking
|
|
US |
Coca-Cola Co
NYSE:KO
|
Beverages
|
|
US |
Walmart Inc
NYSE:WMT
|
Retail
|
|
US |
Verizon Communications Inc
NYSE:VZ
|
Telecommunication
|
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
52 Week Range |
45.3
59.5
|
Price Target |
|
We'll email you a reminder when the closing price reaches CHF.
Choose the stock you wish to monitor with a price alert.
Johnson & Johnson
NYSE:JNJ
|
US | |
Berkshire Hathaway Inc
NYSE:BRK.A
|
US | |
Bank of America Corp
NYSE:BAC
|
US | |
Mastercard Inc
NYSE:MA
|
US | |
UnitedHealth Group Inc
NYSE:UNH
|
US | |
Exxon Mobil Corp
NYSE:XOM
|
US | |
Pfizer Inc
NYSE:PFE
|
US | |
Palantir Technologies Inc
NYSE:PLTR
|
US | |
Nike Inc
NYSE:NKE
|
US | |
Visa Inc
NYSE:V
|
US | |
Alibaba Group Holding Ltd
NYSE:BABA
|
CN | |
3M Co
NYSE:MMM
|
US | |
JPMorgan Chase & Co
NYSE:JPM
|
US | |
Coca-Cola Co
NYSE:KO
|
US | |
Walmart Inc
NYSE:WMT
|
US | |
Verizon Communications Inc
NYSE:VZ
|
US |
This alert will be permanently deleted.
Julius Baer Gruppe AG
Cash from Investing Activities
Julius Baer Gruppe AG
Cash from Investing Activities Peer Comparison
Competitors Analysis
Latest Figures & CAGR of Competitors
Company | Cash from Investing Activities | CAGR 3Y | CAGR 5Y | CAGR 10Y | ||
---|---|---|---|---|---|---|
J
|
Julius Baer Gruppe AG
SIX:BAER
|
Cash from Investing Activities
-CHf347.8m
|
CAGR 3-Years
N/A
|
CAGR 5-Years
28%
|
CAGR 10-Years
N/A
|
|
EFG International AG
SIX:EFGN
|
Cash from Investing Activities
-CHf1.2B
|
CAGR 3-Years
-171%
|
CAGR 5-Years
-21%
|
CAGR 10-Years
-4%
|
||
VZ Holding AG
SIX:VZN
|
Cash from Investing Activities
CHf39.6m
|
CAGR 3-Years
N/A
|
CAGR 5-Years
N/A
|
CAGR 10-Years
N/A
|
||
V
|
Vontobel Holding AG
SIX:VONN
|
Cash from Investing Activities
CHf562.1m
|
CAGR 3-Years
70%
|
CAGR 5-Years
-13%
|
CAGR 10-Years
N/A
|
|
Partners Group Holding AG
SIX:PGHN
|
Cash from Investing Activities
-CHf535.3m
|
CAGR 3-Years
-129%
|
CAGR 5-Years
-40%
|
CAGR 10-Years
-23%
|
||
Leonteq AG
SIX:LEON
|
Cash from Investing Activities
-CHf28.7m
|
CAGR 3-Years
-2%
|
CAGR 5-Years
-5%
|
CAGR 10-Years
-8%
|
Julius Baer Gruppe AG
Glance View
Nestled in the financial heart of Zurich, Julius Baer Gruppe AG stands as a bastion of private banking and wealth management, tracing its storied lineage back to 1890. From its subtler beginnings, Julius Baer has cultivated an aura of discretion and reliability, striking a balance between traditional banking tenets and modern financial innovation. The company's mainstay is its bespoke wealth management services, tailored meticulously for high-net-worth individuals. Unlike typical retail banks, Julius Baer does not just offer standard banking products but prides itself on providing personalized advisory services, asset management, and sophisticated solutions like estate planning and philanthropy advisory. These offerings cater to the unique needs of clients who seek not just wealth accumulation but also its preservation and seamless transition across generations. In this lucratively competitive arena, Julius Baer distinguishes itself through an extensive global presence, yet it remains steadfastly rooted in the Swiss tradition of secure and confidential banking. The firm boasts a diversified portfolio, managing assets not only in Europe but also across the burgeoning markets of Asia and Latin America, thereby capturing a worldly clientele seeking geographical diversification. Its revenue model pivots on various streams, including management fees, performance-related fees, and net interest income derived from the strategic utilization of clients' asset portfolios. The bank's commitment to sustainable investment strategies further demonstrates its adaptability and forward-thinking ethos. By harnessing an intricate blend of personal touch and institutional expertise, Julius Baer not only navigates the complexities of global finance but also thrives amidst ever-evolving market dynamics.
See Also
What is Julius Baer Gruppe AG's Cash from Investing Activities?
Cash from Investing Activities
-347.8m
CHF
Based on the financial report for Jun 30, 2024, Julius Baer Gruppe AG's Cash from Investing Activities amounts to -347.8m CHF.
What is Julius Baer Gruppe AG's Cash from Investing Activities growth rate?
Cash from Investing Activities CAGR 5Y
28%
Over the last year, the Cash from Investing Activities growth was 45%.