# Julius Bär Gruppe AG (JBAXY): Dividend & Fundamentals

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- Sector: Financial Services · Industry: Asset Management
- Exchange: OTC · Trading currency: USD

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.

## Quote & Key Metrics

As of 2026-10-22:

| Metric | Value |
|---|---|
| Price | $16.64 USD |
| Market Cap | $17.12B |
| P/E (TTM) | 11.96 |
| EPS (TTM) | $1.39 |
| 52-Week Range | $13.16 – $18.93 |
| Dividend Yield (TTM) | 3.99% |

## Dividend

| Metric | Value |
|---|---|
| Yield (TTM) | 3.99% |
| Annual Dividend (TTM) | $0.66 /share |
| Annual Dividend (Forward) | $0.66 /share |
| Frequency | Annual |
| Consecutive Growth Streak | 7 years |
| Growth CAGR 1Y / 3Y / 5Y / 10Y | 4.2% / 4.7% / -0.1% / 11.6% |
| Payout Ratio (EPS, TTM) | 50.9% |
| Payout Ratio (FCF, TTM) | 472.9% |
| Payout Ratio (EPS, forward dividend) | 50.9% |
| Payout Ratio (FCF, forward dividend) | 472.9% |

### Recent Payments

| Ex-Date | Amount | Pay Date |
|---|---|---|
| 2026-04-14 | $0.6644 | 2026-04-29 |
| 2025-04-15 | $0.6375 | 2025-05-01 |
| 2024-04-15 | $0.6030 | 2024-05-01 |
| 2023-04-17 | $0.5791 | 2023-05-03 |
| 2022-04-18 | $0.5630 | 2022-05-04 |
| 2021-04-16 | $0.3335 | 2021-05-04 |
| 2020-11-04 | $0.1498 | 2020-11-23 |
| 2020-05-21 | $0.1394 | 2020-06-08 |
| 2020-04-20 | $0.1333 | 2020-05-06 |
| 2019-04-12 | $0.2980 | 2019-04-30 |
| 2018-04-13 | $0.3010 | 2018-05-01 |
| 2017-04-17 | $0.2405 | 2017-05-04 |

Full history: https://www.dividenddata.com/stocks/jbaxy/dividend

## Frequently Asked Questions

### What does Julius Bär Gruppe AG do?

Julius Bär Gruppe AG (JBAXY) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

### What is JBAXY's market cap?

Julius Bär Gruppe AG (JBAXY) has a market capitalization of approximately $17.12 billion, as of October 22, 2026, based on the most recent share price and shares outstanding.

### Does JBAXY pay a dividend?

Yes, Julius Bär Gruppe AG (JBAXY) pays a dividend annually, with a trailing-twelve-month yield of 3.99%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

### How often does JBAXY pay dividends?

Julius Bär Gruppe AG pays dividends annually. The forward annual rate is $0.66 per share at the current declared cadence. Each ex-dividend date, record date, and payment date is listed in the dividend history table on this page.

### What is JBAXY's payout ratio?

Julius Bär Gruppe AG's payout ratio is the percentage of earnings (and free cash flow) returned to shareholders as dividends. Current EPS and FCF coverage are shown in the payout cards above, with green / amber / red coloring indicating sustainability.

## More on Dividend Data

- Overview (HTML): https://www.dividenddata.com/stocks/jbaxy
- Dividend history & safety: https://www.dividenddata.com/stocks/jbaxy/dividend
- Earnings & EPS: https://www.dividenddata.com/stocks/jbaxy/earnings
- Financial statements: https://www.dividenddata.com/stocks/jbaxy/financials/income
- Valuation multiples: https://www.dividenddata.com/stocks/jbaxy/valuation
- Peer comparison: https://www.dividenddata.com/stocks/jbaxy/peers

Data sourced from primary filings and market data providers; see https://www.dividenddata.com/methodology.