Julius Baer Group Ltd
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, family office services; lombard and bespoke lending solutions. It also offers open product plat… Read more
Julius Baer Group Ltd (JBAXY) - Total Assets
Latest total assets as of June 2025: $104.72 Billion USD
Based on the latest financial reports, Julius Baer Group Ltd (JBAXY) holds total assets worth $104.72 Billion USD as of June 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
Julius Baer Group Ltd - Total Assets Trend (2005–2024)
This chart illustrates how Julius Baer Group Ltd’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
Julius Baer Group Ltd - Asset Composition Analysis
Current Asset Composition (December 2024)
Julius Baer Group Ltd's total assets of $104.72 Billion consist of 13.1% current assets and 86.9% non-current assets.
| Asset Category | Amount (USD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 13.1% |
| Accounts Receivable | $877.00 Million | 0.8% |
| Inventory | $0.00 | 0.0% |
| Property, Plant & Equipment | $0.00 | 0.0% |
| Intangible Assets | $913.10 Million | 0.9% |
| Goodwill | $1.70 Billion | 1.6% |
Asset Composition Trend (2005–2024)
This chart illustrates how Julius Baer Group Ltd's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Julius Baer Group Ltd's current assets represent 13.1% of total assets in 2024, a decrease from 25.4% in 2005.
- Cash Position: Cash and equivalents constituted 13.1% of total assets in 2024, up from 1.7% in 2005.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 1.0% of total assets, a decrease from 17.0% in 2005.
- Asset Diversification: The largest asset category is goodwill at 1.6% of total assets.
Julius Baer Group Ltd Competitors by Total Assets
Key competitors of Julius Baer Group Ltd based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Bexil Cp
PINK:BXLC
|
USA | $29.44 Million |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.91 Billion |
|
BlackRock Capital Allocation Trust
NYSE:BCAT
|
USA | $1.87 Billion |
|
Big Tech 50 R&D-Limited Partnership
TA:BIGT
|
Israel | ILA14.08 Million |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532
|
China | CN¥2.38 Billion |
|
Shaanxi International Trust Co Ltd
SHE:000563
|
China | CN¥29.45 Billion |
|
Sichuan Shuangma Cement Co Ltd
SHE:000935
|
China | CN¥9.30 Billion |
|
Sk Securities
KO:001510
|
Korea | ₩7.28 Trillion |
Julius Baer Group Ltd - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Lower asset utilization - Julius Baer Group Ltd generates 0.04x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Moderate ROA - For every $100 in assets, Julius Baer Group Ltd generates $ 0.97 in net profit.
Julius Baer Group Ltd - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 0.20 | 2.41 | 6.69 |
| Quick Ratio | 0.20 | 2.41 | 12.25 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | $-56.42 Billion | $ 11.87 Billion | $ 23.55 Billion |
Julius Baer Group Ltd - Advanced Valuation Insights
This section examines the relationship between Julius Baer Group Ltd's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 1.95 |
| Latest Market Cap to Assets Ratio | 0.02 |
| Asset Growth Rate (YoY) | 8.6% |
| Total Assets | $105.07 Billion |
| Market Capitalization | $2.38 Billion USD |
Valuation Analysis
Below Book Valuation: The market values Julius Baer Group Ltd's assets below their book value (0.02 x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: Julius Baer Group Ltd's assets grew by 8.6% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Julius Baer Group Ltd (2005–2024)
The table below shows the annual total assets of Julius Baer Group Ltd from 2005 to 2024.
| Year | Total Assets | Change |
|---|---|---|
| 2024-12-31 | $105.07 Billion | +8.56% |
| 2023-12-31 | $96.79 Billion | -8.38% |
| 2022-12-31 | $105.64 Billion | -9.17% |
| 2021-12-31 | $116.31 Billion | +6.57% |
| 2020-12-31 | $109.14 Billion | +6.96% |
| 2019-12-31 | $102.04 Billion | -0.84% |
| 2018-12-31 | $102.90 Billion | +5.09% |
| 2017-12-31 | $97.92 Billion | +1.78% |
| 2016-12-31 | $96.21 Billion | +14.38% |
| 2015-12-31 | $84.12 Billion | +2.29% |
| 2014-12-31 | $82.23 Billion | +13.39% |
| 2013-12-31 | $72.52 Billion | +32.18% |
| 2012-12-31 | $54.87 Billion | +3.66% |
| 2011-12-31 | $52.93 Billion | +14.35% |
| 2010-12-31 | $46.29 Billion | +8.33% |
| 2009-12-31 | $42.73 Billion | -7.59% |
| 2008-12-31 | $46.24 Billion | -1.48% |
| 2007-12-31 | $46.93 Billion | +30.40% |
| 2006-12-31 | $35.99 Billion | +25.64% |
| 2005-12-31 | $28.65 Billion | -- |