JULIUS BAER GRP. ADR/1/5 Strategic Asset Allocation Index
JULIUS BAER GRP. ADR/1/5 strategic asset allocation index. JULIUS BAER GRP. ADR/1/5 (JGE1) has a Strategic Asset Allocation Index of 461.9% as of December 2025. Strategic assets (PP&E of €- plus long-term investments of €33.39 Billion) total €33.39 Billion, measured against net assets of €7.23 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See JGE1 net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of JULIUS BAER GRP. ADR/1/5 (2021–2025)
Strategic asset allocation index of JULIUS BAER GRP. ADR/1/5 from 2021 to 2025. This chart shows how JULIUS BAER GRP. ADR/1/5's Strategic Asset Allocation Index has evolved across 5 annual periods from 2021 to 2025. As of December 2025, the index stands at 461.9%, representing strategic assets of €33.39 Billion against net assets of €7.23 Billion EUR. Check JGE1 intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
JULIUS BAER GRP. ADR/1/5 Strategic Asset Allocation Index by Year (2021–2025)
JULIUS BAER GRP. ADR/1/5 strategic asset allocation index by year from 2021 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for JULIUS BAER GRP. ADR/1/5 from 2021 to 2025, covering 5 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see JGE1 stock market capitalisation.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 461.9% | €33.39 Billion | €- | €33.39 Billion | €7.23 Billion | ▼ -45.1 pp |
| 2024 | 507.0% | €34.62 Billion | €- | €34.62 Billion | €6.83 Billion | ▼ -31.4 pp |
| 2023 | 538.4% | €33.18 Billion | €- | €33.18 Billion | €6.16 Billion | ▲ +6.4 pp |
| 2022 | 532.0% | €33.46 Billion | €- | €33.46 Billion | €6.29 Billion | ▲ +81.3 pp |
| 2021 | 450.6% | €30.39 Billion | €- | €30.39 Billion | €6.74 Billion | — |