Julius Baer Gruppe AG Asset Resilience Ratio
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 debt and liabilities for a breakdown of total debt and financial obligations.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio of Julius Baer Gruppe AG (2023–2024)
Asset resilience ratio of Julius Baer Gruppe AG from 2023 to 2024. This chart shows how Julius Baer Gruppe AG's Asset Resilience Ratio has changed over time. See Julius Baer Gruppe AG (BAER) FCF generation index to measure how efficiently the company converts operating cash flow to free cash.
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 the complete balance sheet picture, see BAER asset base.
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 |
|---|---|---|
|
IGM Financial Inc.
TO:IGM |
Asset Management | 12.70% |
|
Bajaj Holdings & Investment Limited
NSE:BAJAJHLDNG |
Asset Management | 1.12% |
|
HDFC Asset Management Company Limited
NSE:HDFCAMC |
Asset Management | 0.30% |
|
Argo Investments Ltd
AU:ARG |
Asset Management | 0.46% |
|
Sprott Physical Gold Trust
TO:PHYS |
Asset Management | 99.78% |
|
Sprott Physical Silver
TO:PSLV |
Asset Management | 99.90% |
|
Compagnie du Cambodge
PA:CBDG |
Asset Management | 0.00% |
|
Australian Foundation Investment Company Ltd
AU:AFI |
Asset Management | 0.01% |
Julius Baer Gruppe AG Asset Resilience Ratio by Year (2023–2024)
Julius Baer Gruppe AG asset resilience ratio by year from 2023 to 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