Julius Baer Group Ltd
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, family office services; lombard and bespoke lending solutions. It also offers open product plat… Read more
Julius Baer Group Ltd - Asset Resilience Ratio
Julius Baer Group Ltd (JBAXY) has an Asset Resilience Ratio of -23.99% as of December 2023. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2015–2023)
This chart shows how Julius Baer Group Ltd's Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.
Liquid Assets Composition Over Time
This chart breaks down Julius Baer Group Ltd's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 0% |
| Short-term Investments | $-23.22 Billion | -23.99% |
| Total Liquid Assets | $-23.22 Billion | -23.99% |
Asset Resilience Insights
- Limited Liquidity: Julius Baer Group Ltd maintains only -23.99% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company primarily holds liquidity in cash and equivalents rather than short-term investments.
Julius Baer Group Ltd Industry Peers by Asset Resilience Ratio
Compare Julius Baer Group Ltd's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Bexil Cp
PINK:BXLC |
Asset Management | 79.25% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
BlackRock Capital Allocation Trust
NYSE:BCAT |
Asset Management | 0.01% |
|
Big Tech 50 R&D-Limited Partnership
TA:BIGT |
Asset Management | 6.93% |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532 |
Asset Management | 5.10% |
|
Shaanxi International Trust Co Ltd
SHE:000563 |
Asset Management | 10.77% |
|
Sichuan Shuangma Cement Co Ltd
SHE:000935 |
Asset Management | 0.22% |
|
Sk Securities
KO:001510 |
Asset Management | 0.48% |
Annual Asset Resilience Ratio for Julius Baer Group Ltd (2015–2023)
The table below shows the annual Asset Resilience Ratio data for Julius Baer Group Ltd.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2023-12-31 | 2.77% | $2.68 Billion | $96.79 Billion | -- |
| 2018-12-31 | 0.00% | $0.00 | $102.90 Billion | -- |
| 2017-12-31 | 0.00% | $0.00 | $97.92 Billion | -- |
| 2016-12-31 | 0.00% | $0.00 | $96.21 Billion | -- |
| 2015-12-31 | 0.00% | $0.00 | $84.12 Billion | -- |