Julius Baer Gruppe AG (BAER) - Total Assets

Latest as of June 2025: CHF104.72 Billion CHF ≈ $132.39 Billion USD

Based on the latest financial reports, Julius Baer Gruppe AG (BAER) holds total assets worth CHF104.72 Billion CHF (≈ $132.39 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. Explore Julius Baer Gruppe AG (BAER) cash flow to debt to assess how comfortably operating cash covers total debt obligations.

Julius Baer Gruppe AG - Total Assets Trend (2005–2024)

This chart illustrates how Julius Baer Gruppe AG's total assets have evolved over time, based on quarterly financial data. See BAER book value for net asset value and shareholders' equity analysis.

Julius Baer Gruppe AG - Asset Composition Analysis

Current Asset Composition (December 2024)

Julius Baer Gruppe AG's total assets of CHF104.72 Billion consist of 29.4% current assets and 70.6% non-current assets.

Asset Category	Amount (CHF)	% of Total Assets
Cash & Equivalents	CHF0.00	13.1%
Accounts Receivable	CHF877.00 Million	0.8%
Inventory	CHF0.00	0.0%
Property, Plant & Equipment	CHF659.40 Million	0.6%
Intangible Assets	CHF913.10 Million	0.9%
Goodwill	CHF1.70 Billion	1.6%

Asset Composition Trend (2005–2024)

This chart illustrates how Julius Baer Gruppe AG'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. For live market cap, price, and company overview, see how much is Julius Baer Gruppe AG worth.

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Key Asset Composition Facts

Current vs. Non-Current Assets: Julius Baer Gruppe AG's current assets represent 29.4% of total assets in 2024, an increase 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 Gruppe AG Competitors by Total Assets

Key competitors of Julius Baer Gruppe AG based on total assets are shown below.

Company	Country	Total Assets
Maharashtra Scooters Limited NSE:MAHSCOOTER	India	Rs372.50 Billion
Nuveen Variable Rate Preferred & Income Fund NYSE:NPFD	USA	$765.19 Million
Pershing Square Inc. NYSE:PS	USA	$990.48 Million
Industrivarden AB ser. A ST:INDU-A	Sweden	Skr211.38 Billion
Sprott Physical Gold and Silver Trust TO:CEF	Canada	CA$9.34 Billion
Remgro Ltd JSE:REM	South Africa	ZAC146.72 Billion
Investco Holding AS IS:INVES	Turkey	TL30.81 Billion
Pinnacle Investment Management Group Ltd AU:PNI	Australia	AU$1.07 Billion

Julius Baer Gruppe AG - 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	0.42	2.48	614.00
Quick Ratio	0.42	4.00	1594.41
Cash Ratio	0.00	0.00	0.00
Working Capital	CHF-43.03 Billion	CHF16.56 Billion	CHF17.59 Billion

Julius Baer Gruppe AG - Advanced Valuation Insights

This section examines the relationship between Julius Baer Gruppe AG'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	1.84
Latest Market Cap to Assets Ratio	0.12
Asset Growth Rate (YoY)	8.6%
Total Assets	CHF105.07 Billion
Market Capitalization	$12.36 Billion USD

Valuation Analysis

Below Book Valuation: The market values Julius Baer Gruppe AG's assets below their book value (0.12x), which may indicate investor concerns about asset quality or future growth.

Positive Asset Growth: Julius Baer Gruppe AG'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 Gruppe AG (2005–2024)

The table below shows the annual total assets of Julius Baer Gruppe AG from 2005 to 2024.

Year	Total Assets	Change
2024-12-31	CHF105.07 Billion ≈ $132.84 Billion	+8.56%
2023-12-31	CHF96.79 Billion ≈ $122.36 Billion	-8.38%
2022-12-31	CHF105.64 Billion ≈ $133.56 Billion	-9.17%
2021-12-31	CHF116.31 Billion ≈ $147.04 Billion	+6.57%
2020-12-31	CHF109.14 Billion ≈ $137.98 Billion	+6.96%
2019-12-31	CHF102.04 Billion ≈ $129.00 Billion	-0.84%
2018-12-31	CHF102.90 Billion ≈ $130.09 Billion	+5.09%
2017-12-31	CHF97.92 Billion ≈ $123.79 Billion	+1.78%
2016-12-31	CHF96.21 Billion ≈ $121.63 Billion	+14.38%
2015-12-31	CHF84.12 Billion ≈ $106.34 Billion	+2.29%
2014-12-31	CHF82.23 Billion ≈ $103.97 Billion	+13.39%
2013-12-31	CHF72.52 Billion ≈ $91.69 Billion	+32.18%
2012-12-31	CHF54.87 Billion ≈ $69.37 Billion	+3.66%
2011-12-31	CHF52.93 Billion ≈ $66.92 Billion	+14.35%
2010-12-31	CHF46.29 Billion ≈ $58.52 Billion	+8.33%
2009-12-31	CHF42.73 Billion ≈ $54.02 Billion	-7.59%
2008-12-31	CHF46.24 Billion ≈ $58.46 Billion	-1.48%
2007-12-31	CHF46.93 Billion ≈ $59.34 Billion	+30.40%
2006-12-31	CHF35.99 Billion ≈ $45.50 Billion	+25.64%
2005-12-31	CHF28.65 Billion ≈ $36.22 Billion	--

About Julius Baer Gruppe AG

SW:BAER Switzerland Asset Management

Market Cap

$18.36 Billion

CHF14.52 Billion CHF

Market Cap Rank

#1886 Global

#33 in Switzerland

Share Price

CHF70.88

Change (1 day)

-0.56%

52-Week Range

CHF52.52 - CHF75.04

All Time High

CHF75.04