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DCA

Julius Bär Gruppe AG

eurostoxx600
BAER.SW•Financial Services•Asset Management
73,30 CHF
-1.95%
Dernier cours
73,30 CHF
2026-07-17
Variation 24h
-1.95%
-1.46 CHF
Volume
485 k
Titres échangés
Fiabilité des données
Forte
7975 points (31 ans)

Évolution du cours

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BAER.SW

Paramètres globaux

Données disponibles du 03/04/1995 au 17/07/2026

Analyse Fondamentale

New
CAGR (5y)
1.71%
Revenue Growth
Net Margin
18.74%
Profitability
ROE
10.57%
Return on Equity
Debt / EBITDA
0.00
Solvency
PEG Ratio
3.13
Valuation vs Growth
Rev. Growth (TTM)
1.80%
Current Trend

Historique PER (5 ans)

Historical PE
Average (14.7x)
Current: 19.7x
Focus technique
BAER.SW
Volatilité 30j
38.43%
Écart MA50
8.15%
Écart MA200
17.97%
Écart ATH
-56.80%
Momentum 3M
18.23%
Score de risque
N/A

Volatilité modérée. Momentum neutre.

À propos de Julius Bär Gruppe AG

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, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

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🏦Courtier régulé (AMF)
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Analyse Technique & Risque

Metrics Clés

CAGR6.03%
Volatilité38.43%
Max Drawdown-31.24%

Momentum : BAER.SW

Indicateur synthétique
PEURNEUTREAVIDITÉ
70
Greed

Analyse Risque

VaR (95%)-3.17%
Santé DCA
88/100

Historique récent (60 jours)

DateClôtureVolume
2026-07-1773,30 CHF484 680
2026-07-1674,76 CHF520 707
2026-07-1575,04 CHF380 811
2026-07-1474,72 CHF374 807
2026-07-1373,08 CHF287 545
2026-07-1072,76 CHF338 014
2026-07-090,00 CHF643 494
2026-07-0872,04 CHF629 921
2026-07-0773,92 CHF351 465
2026-07-0674,42 CHF715 433
2026-07-0373,00 CHF353 126
2026-07-0271,84 CHF561 420
2026-07-0169,84 CHF678 085
2026-06-3069,80 CHF456 503
2026-06-2969,12 CHF466 846
2026-06-2668,16 CHF429 460
2026-06-2568,50 CHF476 559
2026-06-2465,54 CHF319 880
2026-06-2366,10 CHF399 549
2026-06-2266,10 CHF250 192
2026-06-1965,48 CHF723 755
2026-06-1866,38 CHF360 659
2026-06-1765,90 CHF479 371
2026-06-1666,02 CHF401 208
2026-06-1566,02 CHF461 115
2026-06-1264,70 CHF528 037
2026-06-1163,38 CHF326 452
2026-06-1063,74 CHF431 548
2026-06-0964,72 CHF358 117
2026-06-0865,42 CHF339 312
2026-06-0565,72 CHF293 559
2026-06-0465,62 CHF519 329
2026-06-0364,72 CHF514 083
2026-06-0264,82 CHF467 620
2026-06-0164,22 CHF367 010
2026-05-2964,02 CHF2 115 666
2026-05-280,00 CHF512 429
2026-05-2764,26 CHF401 145
2026-05-2665,26 CHF870 302
2026-05-2263,38 CHF1 840 096
2026-05-2168,10 CHF669 612
2026-05-2067,80 CHF522 017
2026-05-1967,28 CHF347 399
2026-05-1868,04 CHF432 584
2026-05-1567,78 CHF399 453
2026-05-1367,94 CHF582 411
2026-05-1266,64 CHF475 372
2026-05-1167,14 CHF387 409
2026-05-0866,64 CHF255 767
2026-05-0765,82 CHF313 100
2026-05-0666,02 CHF693 317
2026-05-0563,86 CHF368 896
2026-05-0463,76 CHF271 820
2026-04-3064,10 CHF399 960
2026-04-2962,70 CHF684 887
2026-04-2861,52 CHF846 311
2026-04-2761,56 CHF502 292
2026-04-2461,88 CHF261 528
2026-04-2362,22 CHF703 441
2026-04-2263,22 CHF274 968

Derniers Dividendes

DateMontant
2026-04-13+2,60 CHF
2025-04-14+2,60 CHF
2024-04-15+2,60 CHF
2023-04-17+2,60 CHF
2022-04-14+2,60 CHF
2021-04-16+1,75 CHF
2020-11-04+0,75 CHF
2020-05-20+0,75 CHF
2019-04-12+1,50 CHF
2018-04-13+1,40 CHF
2016-04-15+1,10 CHF
2015-04-17+1,00 CHF
2014-04-11+0,60 CHF
2013-04-12+0,60 CHF
2012-04-13+0,98 CHF
2011-04-11+0,59 CHF
2010-04-12+0,39 CHF

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