Julius Baer Gruppe AG (BAER) — Tangible Net Worth Ratio

Latest as of June 2025: 61.4%

Julius Baer Gruppe AG (BAER) has a Tangible Net Worth Ratio of 61.4% as of June 2025. This metric is calculated by deducting intangible assets (CHF2.60 Billion) from net assets (CHF6.74 Billion) and expressing it as a percentage of total net assets. A higher ratio means that more of the company's equity is backed by tangible, balance-sheet-verifiable assets rather than goodwill, patents, or brand value. See how liquid is Julius Baer Gruppe AG's working capital to evaluate short-term liquidity relative to the company's equity base.

Tangible NW Ratio

61.4%
Tangible equity / total equity

Net Assets (Equity)

CHF6.74 Billion
CHF

Intangible Assets

CHF2.60 Billion
Goodwill, patents, brand value

Total Assets

CHF104.72 Billion
CHF

Julius Baer Gruppe AG Tangible Net Worth Ratio (2005–2024)

This chart shows how Julius Baer Gruppe AG's Tangible Net Worth Ratio has changed across 20 annual periods from 2005 to 2024. As of June 2025, the ratio stands at 61.4%, reflecting net assets of CHF6.74 Billion with intangible assets of CHF2.60 Billion CHF. See Julius Baer Gruppe AG liquidity coverage in days to measure how many days the company can operate on defensive assets alone.

Annual Tangible Net Worth Ratio for Julius Baer Gruppe AG (2005–2024)

The table below presents the year-by-year Tangible Net Worth Ratio for Julius Baer Gruppe AG from 2005 to 2024, covering 20 annual filings. Each row shows net assets, intangible assets, total assets, the tangible net worth ratio, and the change in percentage points versus the prior year. For the full company profile including market capitalisation, see Julius Baer Gruppe AG stock valuation.

Year Tangible NW Ratio Net Assets (CHF) Intangible Assets Total Assets Change (pp)
2024 86.6% CHF6.83 Billion CHF913.10 Million CHF105.07 Billion ▲ +0.4 pp
2023 86.2% CHF6.16 Billion CHF849.10 Million CHF96.79 Billion ▲ +26.5 pp
2022 59.7% CHF6.29 Billion CHF2.54 Billion CHF105.64 Billion ▼ -0.9 pp
2021 60.5% CHF6.74 Billion CHF2.66 Billion CHF116.31 Billion ▲ +1.5 pp
2020 59.0% CHF6.43 Billion CHF2.64 Billion CHF109.14 Billion ▼ -27.3 pp
2019 86.3% CHF6.19 Billion CHF848.40 Million CHF102.04 Billion ▲ +0.2 pp
2018 86.1% CHF6.04 Billion CHF839.40 Million CHF102.90 Billion ▼ -0.2 pp
2017 86.3% CHF5.85 Billion CHF799.30 Million CHF97.92 Billion ▲ +0.6 pp
2016 85.8% CHF5.35 Billion CHF762.90 Million CHF96.21 Billion ▼ -2.0 pp
2015 87.8% CHF4.94 Billion CHF604.00 Million CHF84.12 Billion ▲ +0.6 pp
2014 87.2% CHF5.34 Billion CHF683.70 Million CHF82.23 Billion ▲ +0.7 pp
2013 86.5% CHF5.04 Billion CHF680.10 Million CHF72.52 Billion ▼ -2.9 pp
2012 89.4% CHF4.87 Billion CHF516.93 Million CHF54.87 Billion ▲ +29.0 pp
2011 60.4% CHF4.31 Billion CHF1.71 Billion CHF52.93 Billion ▲ +0.5 pp
2010 59.9% CHF4.48 Billion CHF1.80 Billion CHF46.29 Billion ▲ +0.6 pp
2009 59.3% CHF4.19 Billion CHF1.71 Billion CHF42.73 Billion ▲ +29.0 pp
2008 30.3% CHF6.57 Billion CHF4.58 Billion CHF46.24 Billion ▲ +3.5 pp
2007 26.8% CHF6.43 Billion CHF4.70 Billion CHF46.93 Billion ▼ -3.0 pp
2006 29.8% CHF6.86 Billion CHF4.82 Billion CHF35.99 Billion ▲ +10.1 pp
2005 19.6% CHF6.21 Billion CHF4.99 Billion CHF28.65 Billion
pp = percentage points