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.
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. Check how strategically is Julius Baer Gruppe AG's equity deployed to assess the company's strategic physical and investment asset allocation.
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 BAER market cap overview.
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 |
|---|---|---|
|
Maharashtra Scooters Limited
NSE:MAHSCOOTER |
Asset Management | 0.51% |
|
Nuveen Variable Rate Preferred & Income Fund
NYSE:NPFD |
Asset Management | 46.19% |
|
Industrivarden AB ser. A
ST:INDU-A |
Asset Management | 0.68% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Remgro Ltd
JSE:REM |
Asset Management | 3.61% |
|
Investco Holding AS
IS:INVES |
Asset Management | 11.35% |
|
Pinnacle Investment Management Group Ltd
AU:PNI |
Asset Management | 35.17% |
|
KBC Ancora
BR:KBCA |
Asset Management | 1.63% |
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 |
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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