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Added to YB: 2025-02-12

Pitch date: 2024-12-31

BAER.SW [bullish]

Julius Bär Gruppe AG

+7.89%

current return

Author Info

No bio for this author

Company Info

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

Market Cap

CHF 11.7B

Pitch Price

CHF 56.36

Price Target

N/A

Dividend

4.53%

EV/EBITDA

N/A

P/E

11.54

EV/Sales

N/A

Sector

Capital Markets

Category

growth

Show full summary:
Oakmark International Small Cap Strategy Portfolio Holding: Julius Bär Gruppe AG

BAER.SW: Swiss private bank seeing 4.2% net asset growth from new hires & improved productivity. Gross margins stabilizing. New CEO joining Jan 9, expected to boost growth & efficiency. Attractively priced with potential for improved financials due to new management & stabilizing interest rate impact.

Read full article (1 min)