Julius Baer Gruppe AG (BAER) — 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. See Julius Baer Gruppe AG net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Julius Baer Gruppe AG Strategic Asset Allocation Index (2015–2024)
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. For live market cap and overall valuation, see BAER market cap.
Annual Strategic Asset Allocation Index for Julius Baer Gruppe AG (2015–2024)
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. See what is Julius Baer Gruppe AG's book value for net asset value and shareholders' equity analysis.
| 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 | — |