Julius Baer Gruppe AG Strategic Asset Allocation Index
Julius Baer Gruppe AG strategic asset allocation index. Julius Baer Gruppe AG (BAER) has a Strategic Asset Allocation Index of 425.2% as of June 2025. Strategic assets (PP&E of CHF626.40 Million plus long-term investments of CHF28.02 Billion) total CHF28.65 Billion, measured against net assets of CHF6.74 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible equity quality of Julius Baer Gruppe AG to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Julius Baer Gruppe AG (2015–2024)
Strategic asset allocation index of Julius Baer Gruppe AG from 2015 to 2024. This chart shows how Julius Baer Gruppe AG's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of June 2025, the index stands at 425.2%, representing strategic assets of CHF28.65 Billion against net assets of CHF6.74 Billion CHF.
Julius Baer Gruppe AG Strategic Asset Allocation Index by Year (2015–2024)
Julius Baer Gruppe AG strategic asset allocation index by year from 2015 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Julius Baer Gruppe AG from 2015 to 2024, covering 10 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 BAER market cap.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 516.6% | CHF35.28 Billion | CHF659.40 Million | CHF34.62 Billion | CHF6.83 Billion | ▼ -32.4 pp |
| 2023 | 549.0% | CHF33.84 Billion | CHF648.70 Million | CHF33.19 Billion | CHF6.16 Billion | ▲ +7.4 pp |
| 2022 | 541.6% | CHF34.07 Billion | CHF607.70 Million | CHF33.46 Billion | CHF6.29 Billion | ▲ +83.4 pp |
| 2021 | 458.3% | CHF30.90 Billion | CHF514.60 Million | CHF30.39 Billion | CHF6.74 Billion | ▼ -18.2 pp |
| 2020 | 476.5% | CHF30.66 Billion | CHF580.50 Million | CHF30.08 Billion | CHF6.43 Billion | ▼ -0.3 pp |
| 2019 | 476.9% | CHF29.51 Billion | CHF612.90 Million | CHF28.90 Billion | CHF6.19 Billion | ▲ +49.3 pp |
| 2018 | 427.5% | CHF25.83 Billion | CHF352.80 Million | CHF25.48 Billion | CHF6.04 Billion | ▼ -44.3 pp |
| 2017 | 471.9% | CHF27.62 Billion | CHF356.60 Million | CHF27.27 Billion | CHF5.85 Billion | ▼ -74.9 pp |
| 2016 | 546.8% | CHF29.27 Billion | CHF373.80 Million | CHF28.90 Billion | CHF5.35 Billion | ▲ +244.6 pp |
| 2015 | 302.2% | CHF14.93 Billion | CHF373.20 Million | CHF14.56 Billion | CHF4.94 Billion | — |