JULIUS BAER GRP. ADR/1/5 (JGE1) — 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 equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
JULIUS BAER GRP. ADR/1/5 Strategic Asset Allocation Index (2021–2025)
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. For live market cap and overall valuation, see market cap of JULIUS BAER GRP. ADR/1/5.
Annual Strategic Asset Allocation Index for JULIUS BAER GRP. ADR/1/5 (2021–2025)
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. See JGE1 net assets for net asset value and shareholders' equity analysis.
| 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 | — |