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. Check JGE1 capex plus investments ratio to assess the company's total reinvestment commitment from operating cash flow.

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. Explore how well can JULIUS BAER GRP. ADR/1/5 service its debt to assess how comfortably operating cash covers total debt obligations.

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. For market capitalisation and broader financial context, see JGE1 market cap.

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