Julius Baer Gruppe AG (BAER) — Long-term Investment Intensity
Julius Baer Gruppe AG (BAER) has a Long-term Investment Intensity of 26.8% as of June 2025. Long-term investments of CHF28.02 Billion represent 26.8% of total assets of CHF104.72 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check BAER cash reinvestment to operating cash ratio to assess the company's total reinvestment commitment from operating cash flow.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Julius Baer Gruppe AG Long-term Investment Intensity (2015–2024)
This chart shows how Julius Baer Gruppe AG's Long-term Investment Intensity has evolved across 10 annual periods from 2015 to 2024. As of June 2025, the intensity stands at 26.8%, reflecting long-term investments of CHF28.02 Billion against total assets of CHF104.72 Billion CHF. Explore BAER cash flow to debt ratio to assess how comfortably operating cash covers total debt obligations.
Annual Long-term Investment Intensity for Julius Baer Gruppe AG (2015–2024)
The table below presents the year-by-year Long-term Investment Intensity for Julius Baer Gruppe AG from 2015 to 2024, covering 10 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 BAER market cap overview.
| Year | LT Investment Intensity | LT Investments (CHF) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2024 | 32.9% | CHF34.62 Billion | CHF105.07 Billion | ▼ -1.3 pp |
| 2023 | 34.3% | CHF33.19 Billion | CHF96.79 Billion | ▲ +2.6 pp |
| 2022 | 31.7% | CHF33.46 Billion | CHF105.64 Billion | ▲ +5.5 pp |
| 2021 | 26.1% | CHF30.39 Billion | CHF116.31 Billion | ▼ -1.4 pp |
| 2020 | 27.6% | CHF30.08 Billion | CHF109.14 Billion | ▼ -0.8 pp |
| 2019 | 28.3% | CHF28.90 Billion | CHF102.04 Billion | ▲ +3.6 pp |
| 2018 | 24.8% | CHF25.48 Billion | CHF102.90 Billion | ▼ -3.1 pp |
| 2017 | 27.8% | CHF27.27 Billion | CHF97.92 Billion | ▼ -2.2 pp |
| 2016 | 30.0% | CHF28.90 Billion | CHF96.21 Billion | ▲ +12.7 pp |
| 2015 | 17.3% | CHF14.56 Billion | CHF84.12 Billion | — |