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 Julius Baer Gruppe AG liquidity resilience to evaluate the company's liquid asset resilience ratio.
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. For the complete balance sheet picture, see BAER current and non-current assets.
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. Read total liabilities of Julius Baer Gruppe AG for a breakdown of total debt and financial obligations.
| 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 | — |