SIX Swiss Exchange · Financial Services
Invest in Julius Baer Gruppe stock from India
Indian and foreign residents can buy Julius Baer Gruppe (BAER) shares directly through Paasa.
By Paasa · Updated
Julius Baer Gruppe at a glance
- Price
- CHF 70.36+CHF 0.28 (0.40%)
- Market cap
- CHF 14.48B
- Day range
- CHF 69.08 – CHF 70.82
- P/E
- 12.68
- Dividend yield
- 3.70%
- Volume
- 471.90K
- 1 month
- -7.01%
- 6 months
- +14.44%
- YTD
- +12.76%
- 1 year
- +25.55%
- 5 years
- +10.98%
Julius Baer Gruppe statements, FY2021–FY2025
| Fiscal year | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | CHF 5.9B | CHF 3.9B | CHF 3.2B | CHF 4.5B | CHF 4.3B |
| Gross profit | CHF 4.0B | CHF 3.9B | CHF 813.4M | CHF 4.5B | CHF 4.3B |
| Operating income | CHF 937.6M | CHF 1.1B | CHF 655.9M | CHF 1.3B | CHF 1.4B |
| Net income | CHF 763.7M | CHF 1.0B | CHF 454.0M | CHF 949.6M | CHF 1.1B |
| Earnings per share | CHF 3.72 | CHF 4.97 | CHF 2.21 | CHF 4.56 | CHF 5.06 |
| EBITDA | CHF 1.2B | CHF 1.3B | CHF 758.6M | CHF 1.4B | CHF 1.5B |
| Total assets | CHF 107.5B | CHF 105.1B | CHF 96.8B | CHF 105.6B | CHF 116.3B |
| Total debt | CHF 8.2B | CHF 4.1B | CHF 6.1B | CHF 5.9B | CHF 7.1B |
| Cash and short-term investments | CHF 25.2B | CHF 30.1B | CHF 16.2B | CHF 18.9B | CHF 25.8B |
| Shareholders' equity | CHF 7.2B | CHF 6.8B | CHF 6.2B | CHF 6.3B | CHF 6.7B |
| Operating cash flow | CHF 99.8M | CHF 2.1B | −CHF 929.1M | CHF 1.9B | CHF 320.6M |
| Free cash flow | −CHF 147.5M | CHF 1.9B | −CHF 1.2B | CHF 1.7B | CHF 123.8M |
| Capital expenditure | −CHF 247.3M | −CHF 253.8M | −CHF 239.6M | −CHF 196.7M | −CHF 196.8M |
Fiscal years as reported, the latest ending 31 Dec 2025. Figures in CHF; a dash means the provider reported nothing for that line.
Peer comparison
| Company | Ticker | Price | Market cap |
|---|---|---|---|
| BlackRock | BLK | $1,065.35 | $165.12B |
| UBS | UBSG.SW | CHF 38.83 | CHF 127.28B |
| Northern Trust | NTRS | $168.50 | $30.83B |
| Partners | PGHN.SW | CHF 589.40 | CHF 15.20B |
| VZ | VZN.SW | CHF 157.60 | CHF 6.21B |
| Vontobel | VONN.SW | CHF 88.80 | CHF 5.00B |
| EFG International | EFGN.SW | CHF 15.78 | CHF 4.74B |
Peers as grouped by the data provider. This is not an investment recommendation.
Analyst price targets
- Low
- —
- High
- —
- Median
- —
- Consensus
- —
Ratings: 1 buy · 1 hold · 0 sell. Consensus: Buy.
Published sell-side 12-month targets in CHF, aggregated by the data provider. They are not Paasa's view and not a forecast.
How to invest in Julius Baer Gruppe from India
Step 1
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Step 2
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit, and Interactive Brokers converts the dollars to CHF when you buy.
Step 3
Search BAER and buy
Find Julius Baer Gruppe by name or by its ticker, BAER, and place your order.
Why invest in Julius Baer Gruppe from India
What Julius Baer Gruppe does
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. Julius Baer Gruppe operates in the Asset Management industry within the Financial Services sector.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Frequently asked questions
Can I buy Julius Baer Gruppe stock from India?
Yes. Indian residents and NRIs can buy Julius Baer Gruppe (BAER) shares directly through Paasa. Julius Baer Gruppe is listed on the SIX Swiss Exchange, in the Asset Management industry. Your money leaves India under the RBI's Liberalised Remittance Scheme and the shares are held in your own name at Interactive Brokers.
What tax do I pay in India when I sell Julius Baer Gruppe shares?
In India, gains on shares held for more than 24 months are long-term and taxed at 12.5%, and gains on shares held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the CHF/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.