Julius Baer Gruppe AG Long-term Investment Intensity
Julius Baer Gruppe AG 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. See Julius Baer Gruppe AG (BAER) working capital ratio to evaluate short-term liquidity relative to the company's equity base.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Long-term Investment Intensity of Julius Baer Gruppe AG (2015–2024)
Long-term investment intensity of Julius Baer Gruppe AG from 2015 to 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. See BAER defensive asset coverage days to measure how many days the company can operate on defensive assets alone.
Julius Baer Gruppe AG Long-term Investment Intensity by Year (2015–2024)
Julius Baer Gruppe AG long-term investment intensity by year from 2015 to 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 the complete balance sheet picture, see total assets of Julius Baer Gruppe AG.
| 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 | — |