Julius Baer Gruppe AG (BAER) — Net Asset Quality Index

Latest as of June 2025: 6.4%

Julius Baer Gruppe AG (BAER) has a Net Asset Quality Index of 6.4% as of June 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of CHF104.72 Billion minus total liabilities of CHF97.98 Billion yields net assets of CHF6.74 Billion. A higher index indicates a stronger, lower-leverage balance sheet. Check financial resilience of Julius Baer Gruppe AG to evaluate the company's liquid asset resilience ratio.

Quality Index

6.4%
Equity / Total Assets

Net Assets

CHF6.74 Billion
CHF

Total Assets

CHF104.72 Billion
CHF

Total Liabilities

CHF97.98 Billion
CHF

Julius Baer Gruppe AG Net Asset Quality Index Over Time (2005–2024)

This chart shows how Julius Baer Gruppe AG's Net Asset Quality Index has evolved across 20 annual periods from 2005 to 2024. As of June 2025, the index stands at 6.4%, representing net assets of CHF6.74 Billion against total assets of CHF104.72 Billion CHF. See working capital position of Julius Baer Gruppe AG to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for Julius Baer Gruppe AG (2005–2024)

The table below presents the year-by-year Net Asset Quality Index for Julius Baer Gruppe AG from 2005 to 2024, covering 20 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see market value of Julius Baer Gruppe AG.

Year Quality Index Net Assets (CHF) Total Assets Total Liabilities Change (pp)
2024 6.5% CHF6.83 Billion CHF105.07 Billion CHF98.24 Billion ▲ +0.1 pp
2023 6.4% CHF6.16 Billion CHF96.79 Billion CHF90.62 Billion ▲ +0.4 pp
2022 6.0% CHF6.29 Billion CHF105.64 Billion CHF99.35 Billion ▲ +0.2 pp
2021 5.8% CHF6.74 Billion CHF116.31 Billion CHF109.56 Billion ▼ -0.1 pp
2020 5.9% CHF6.43 Billion CHF109.14 Billion CHF102.70 Billion ▼ -0.2 pp
2019 6.1% CHF6.19 Billion CHF102.04 Billion CHF95.85 Billion ▲ +0.2 pp
2018 5.9% CHF6.04 Billion CHF102.90 Billion CHF96.86 Billion ▼ -0.1 pp
2017 6.0% CHF5.85 Billion CHF97.92 Billion CHF92.06 Billion ▲ +0.4 pp
2016 5.6% CHF5.35 Billion CHF96.21 Billion CHF90.85 Billion ▼ -0.3 pp
2015 5.9% CHF4.94 Billion CHF84.12 Billion CHF79.17 Billion ▼ -0.6 pp
2014 6.5% CHF5.34 Billion CHF82.23 Billion CHF76.90 Billion ▼ -0.5 pp
2013 6.9% CHF5.04 Billion CHF72.52 Billion CHF67.48 Billion ▼ -1.9 pp
2012 8.9% CHF4.87 Billion CHF54.87 Billion CHF49.99 Billion ▲ +0.7 pp
2011 8.1% CHF4.31 Billion CHF52.93 Billion CHF48.62 Billion ▼ -1.5 pp
2010 9.7% CHF4.48 Billion CHF46.29 Billion CHF41.80 Billion ▼ -0.1 pp
2009 9.8% CHF4.19 Billion CHF42.73 Billion CHF38.54 Billion ▼ -4.4 pp
2008 14.2% CHF6.57 Billion CHF46.24 Billion CHF39.67 Billion ▲ +0.5 pp
2007 13.7% CHF6.43 Billion CHF46.93 Billion CHF40.50 Billion ▼ -5.4 pp
2006 19.1% CHF6.86 Billion CHF35.99 Billion CHF29.13 Billion ▼ -2.6 pp
2005 21.7% CHF6.21 Billion CHF28.65 Billion CHF22.44 Billion
pp = percentage points