Julius Baer Gruppe AG - Asset Resilience Ratio
Julius Baer Gruppe AG (BAER) has an Asset Resilience Ratio of 15.49% as of December 2024. 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. Read Julius Baer Gruppe AG total liabilities for a breakdown of total debt and financial obligations.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2023–2024)
This chart shows how Julius Baer Gruppe AG's Asset Resilience Ratio has changed over time. See BAER net assets for net asset value and shareholders' equity analysis.
Liquid Assets Composition Over Time
This chart breaks down Julius Baer Gruppe AG's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see Julius Baer Gruppe AG (BAER) market capitalisation.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | CHF0.00 | 0% |
| Short-term Investments | CHF16.28 Billion | 15.49% |
| Total Liquid Assets | CHF16.28 Billion | 15.49% |
Asset Resilience Insights
- Good Liquidity Position: Julius Baer Gruppe AG maintains a healthy 15.49% of assets in liquid form.
- This level provides good financial flexibility while maintaining productive asset deployment.
- The company has significant short-term investments, indicating active treasury management.
Julius Baer Gruppe AG Industry Peers by Asset Resilience Ratio
Compare Julius Baer Gruppe AG's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Sprott Physical Silver
TO:PSLV |
Asset Management | 99.90% |
|
Compagnie du Cambodge
PA:CBDG |
Asset Management | 0.00% |
|
Brederode SA
BR:BREB |
Asset Management | 0.01% |
|
WisdomTree Inc.
NYSE:WT |
Asset Management | 45.62% |
|
Tri Continental Closed Fund
NYSE:TY |
Asset Management | 0.00% |
|
Metrics Master Income Trust
AU:MXT |
Asset Management | 0.14% |
|
A.F.P. Habitat
SN:HABITAT |
Asset Management | 4.51% |
|
Sk Securities
KO:001510 |
Asset Management | 0.48% |
Annual Asset Resilience Ratio for Julius Baer Gruppe AG (2023–2024)
The table below shows the annual Asset Resilience Ratio data for Julius Baer Gruppe AG.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-12-31 | 15.49% | CHF16.28 Billion ≈ $20.58 Billion |
CHF105.07 Billion ≈ $132.84 Billion |
+12.73pp |
| 2023-12-31 | 2.77% | CHF2.68 Billion ≈ $3.38 Billion |
CHF96.79 Billion ≈ $122.36 Billion |
-- |
About Julius Baer Gruppe AG
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