JULIUS BAER GRP. ADR/1/5 (JGE1) — Long-term Investment Intensity

Latest as of December 2025: 31.1%

JULIUS BAER GRP. ADR/1/5 (JGE1) has a Long-term Investment Intensity of 31.1% as of December 2025. Long-term investments of €33.39 Billion represent 31.1% of total assets of €107.49 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions.

LT Investment Intensity

31.1%
LT Investments / Total Assets

Long-term Investments

€33.39 Billion
EUR

Total Assets

€107.49 Billion
EUR

Country

Germany
F

JULIUS BAER GRP. ADR/1/5 Long-term Investment Intensity (2021–2025)

This chart shows how JULIUS BAER GRP. ADR/1/5's Long-term Investment Intensity has evolved across 5 annual periods from 2021 to 2025. As of December 2025, the intensity stands at 31.1%, reflecting long-term investments of €33.39 Billion against total assets of €107.49 Billion EUR. For the complete balance sheet picture, see JGE1 total asset value.

Annual Long-term Investment Intensity for JULIUS BAER GRP. ADR/1/5 (2021–2025)

The table below presents the year-by-year Long-term Investment Intensity for JULIUS BAER GRP. ADR/1/5 from 2021 to 2025, covering 5 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read how much debt does JULIUS BAER GRP. ADR/1/5 carry for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (EUR) Total Assets Change (pp)
2025 31.1% €33.39 Billion €107.49 Billion ▼ -1.9 pp
2024 32.9% €34.62 Billion €105.07 Billion ▼ -1.3 pp
2023 34.3% €33.18 Billion €96.79 Billion ▲ +2.6 pp
2022 31.7% €33.46 Billion €105.64 Billion ▲ +5.5 pp
2021 26.1% €30.39 Billion €116.31 Billion
pp = percentage points