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Julius Baer Group Ltd. publishes its financial results twice a year as part of its regular financial reporting: in February for the entire preceeding calendar year and in July for the first six months of the current year.

In between the full-year and half-year results Julius Baer Group Ltd. publishes brief Interim Management Statements with a mostly qualitative update on the Group’s performance usually during the first four and ten months of the year, respectively.
 

  • Media Release with Key Figures | PDF, 132 KB
  • Half-year Presentation 2020 | PDF, 2 MB
  • Business Review First Half 2020 | PDF, 2 MB
  • 2020 Half-year Report | PDF, 219 KB
  • Historical Timeseries First Half 2020 | XLSX, 48 KB
  • Alternative Performance Measures Half-year 2020 | PDF, 56 KB
  • Basel III Pillar 3 Disclosures June 2020 | PDF, 96 KB
  • Media Release and Key Figures | PDF, 392 KB
  • Strategy Update Media Release | PDF, 77 KB
  • Full-year Presentation 2019 | PDF, 2 MB
  • Julius Baer Group Business Review 2019 | PDF, 2 MB
  • Alternative Performance Measures Full Year 2019 | PDF, 62 KB
  • Consolidated Financial Statements 2019 | PDF, 553 KB
  • Annual Report 2019 | PDF, 1 MB
  • Historical Timeseries Full Year 2019 | XLSX, 46 KB
  • Corporate Sustainability Report 2019 | PDF, 4 MB
  • Basel III Pillar 3 Disclosures 2019 | PDF, 284 KB
  • Media Release with Key Figures | PDF, 352 KB
  • Half-year Presentation 2019 | PDF, 2 MB
  • Business Review First Half 2019 | PDF, 2 MB
  • 2019 Half-year Report | PDF, 221 KB
  • Historical Timeseries First Half 2019 | XLSX, 49 KB
  • Basel III Pillar 3 Disclosures June 2019 | PDF, 140 KB
  • Media Release and Key Figures | PDF, 156 KB
  • Full-year Presentation 2018 | PDF, 3 MB
  • Julius Baer Group Business Review 2018 | PDF, 2 MB
  • 2018 Annual Report Julius Baer Group Ltd. (incl. Remuneration Report) | PDF, 1 MB
  • Historical Timeseries Full Year 2018 | XLSX, 47 KB
  • Basel III Pillar 3 Disclosures 2018 | PDF, 242 KB
  • Corporate Sustainability Report 2018 | PDF, 2 MB
  • Media Release with Key Figures | PDF, 139 KB
  • Half-year Presentation 2018 | PDF, 5 MB
  • Julius Baer Group Business Review First Half 2018 | PDF, 2 MB
  • 2018 Half-year Report Julius Baer Group Ltd. | PDF, 1 MB
  • Historical Timeseries First Half 2018 | XLSX, 54 KB
  • Basel III Pillar 3 Disclosures June 2018 | PDF, 1 MB
  • Media Release and Key Figures | PDF, 141 KB
  • Full-year Presentation 2017 | PDF, 3 MB
  • Julius Baer Group Business Review 2017 | PDF, 2 MB
  • 2017 Annual Report Julius Baer Group Ltd. (incl. Remuneration Report) | PDF, 2 MB
  • Historical Timeseries Full Year 2017 | XLSX, 57 KB
  • Basel III Pillar 3 Disclosures 2017 | PDF, 1 MB
  • Corporate Sustainability Report 2017 | PDF, 3 MB
  • Media Release and Key Figures | PDF, 144 KB
  • Half-year presentation 2017 | PDF, 2 MB
  • Julius Baer Group Business Review First Half 2017 | PDF, 3 MB
  • 2017 Half-year Report Julius Baer Group Ltd. | PDF, 5 MB
  • Historical Timeseries First Half 2017 | XLSX, 43 KB
  • Disclosure Obligations regarding Capital Adequacy and Liquidity June 2017 | PDF, 1 MB
  • Media Release and Key Figures | PDF, 140 KB
  • Full-year presentation 2016 | PDF, 2 MB
  • Julius Baer Group Business Review 2016 | PDF, 3 MB
  • 2016 Annual Report Julius Baer Group Ltd. (incl. Remuneration Report) | PDF, 3 MB
  • Disclosure Obligations regarding Capital Adequacy and Liquidity December 2016 | PDF, 1 MB
  • Corporate Sustainability Report 2016 | PDF, 3 MB
  • Media Release and Key Figures | PDF, 147 KB
  • Half-year presentation 2016 | PDF, 2 MB
  • Julius Baer Group Business Review First Half 2016 | PDF, 3 MB
  • 2016 Half-year Report Julius Baer Group Ltd. | PDF, 1 MB
  • Disclosure Obligations regarding Capital Adequacy and Liquidity June 2016 | PDF, 1 MB
  • Bank of America Merrill Lynch Conference, London | PDF, 2 MB
  • Goldman Sachs European Financials Conference, Paris | PDF, 2 MB
  • Media Release with Key Figures | PDF, 139 KB
  • Full-year presentation 2015 | PDF, 2 MB
  • Julius Baer Group Business Review 2015 | PDF, 3 MB
  • 2015 Annual Report Julius Baer Group Ltd. (incl. Remuneration Report) | PDF, 3 MB
  • Disclosure Obligations regarding Capital Adequacy and Liquidity 2015 | PDF, 1 MB
  • Corporate Sustainability Report 2015 | PDF, 2 MB
  • Media Release with Key Figures | PDF, 155 KB
  • Half-year presentation 2015 | PDF, 2 MB
  • Julius Baer Group Business Review First Half 2015 | PDF, 6 MB
  • 2015 Half-year Report Julius Baer Group Ltd. | PDF, 5 MB
  • Investor presentation, updated for 10-months Interim Management Statement | PDF, 1 MB
  • Bank of America Merrill Lynch Conference, London | PDF, 2 MB
  • Investor presentation, updated for 4-months Interim Management Statement | PDF, 1 MB
  • Media Release with Key Figures | PDF, 157 KB
  • Full-year presentation 2014 | PDF, 2 MB
  • Julius Baer Group Business Review 2014 | PDF, 5 MB
  • 2014 Annual Report Julius Baer Group Ltd. | PDF, 4 MB
  • 2014 Capital Adequacy Disclosure Julius Baer Group Ltd. | PDF, 2 MB
  • Half-year presentation 2014 | PDF, 2 MB
  • Julius Baer Group Business Review First Half 2014 | PDF, 3 MB
  • 2014 Half-year Report Julius Baer Group Ltd. | PDF, 2 MB
  • Investor presentation, updated for 10-months Interim Management Statement | PDF, 981 KB
  • Morgan Stanley European Financials Conference, London | PDF, 3 MB
  • Full-year presentation 2013 | PDF, 2 MB
  • Julius Baer Group Business Review 2013 | PDF, 6 MB
  • 2013 Annual Report Julius Baer Group Ltd. | PDF, 6 MB
  • 2013 Capital Adequacy Disclosure Julius Baer Group Ltd. | PDF, 5 MB
  • Half-year presentation 2013 | PDF, 1 MB
  • Julius Baer Group Business Review First Half 2013 | PDF, 2 MB
  • 013 Half-year Report Julius Baer Group Ltd. | PDF, 429 KB
  • Nomura Financial Services Conference, London | PDF, 477 KB
  • Morgan Stanley European Financials Conference, London | PDF, 2 MB
  • Full-year presentation 2012 | PDF, 2 MB
  • Julius Baer Group Business Review 2012 | PDF, 2 MB
  • 2012 Annual Report Julius Baer Group Ltd. | PDF, 2 MB
  • 2012 Capital Adequacy Julius Baer Group Ltd. | PDF, 283 KB
  • Half-year presentation 2012 | PDF, 547 KB
  • Julius Baer Group Business Review First Half 2012 | PDF, 1 MB
  • 2012 Half-year Report Julius Baer Group Ltd. | PDF, 388 KB
  • Update on Acquisition of Merrill Lynch’s International Wealth Management Business Outside the US | PDF, 906 KB
  • Acquisition of Merrill Lynch’s International Wealth Management Business Outside the US | PDF, 1,015 KB
  • CA Cheuvreux Pan-Europe Forum, London | PDF, 751 KB
  • Morgan Stanley European Financials Conference, London | PDF, 982 KB
  • Full-year Presentation 2011 | PDF, 258 KB
  • Julius Baer Group Business Review 2011 | PDF, 1 MB
  • 2011 Annual Report Julius Baer Group Ltd. | PDF, 2 MB
  • 2011 Capital Adequacy Julius Baer Group Ltd. | PDF, 290 KB
  • Half-year presentation 2011 | PDF, 207 KB
  • Julius Baer Group Business Review First Half 2011 | PDF, 1 MB
  • 2011 Half-year Report Julius Baer Group Ltd. | PDF, 398 KB
  • CA Cheuvreux Pan-Europe Forum, London | PDF, 208 KB
  • Morgan Stanley European Financials Conference, London | PDF, 215 KB
  • Full-year Presentation 2010 | PDF, 348 KB
  • Julius Baer Group Business Review 2010 | PDF, 2 MB
  • 2010 Annual Report Julius Baer Group Ltd. | PDF, 1 MB
  • 2010 Capital Adequacy Julius Baer Group Ltd. | PDF, 286 KB
  • Half-year Presentation 2010 | PDF, 240 KB
  • Julius Baer Group Business Review First Half 2010 | PDF, 2 MB
  • 2010 Half-year Report Julius Baer Group Ltd. | PDF, 417 KB
  • Morgan Stanley European Financials Conference, London | PDF, 711 KB
  • Agency ratings

    Currently, Moody’s assigned ratings to Bank Julius Baer & Co. Ltd. as follows:

    • Long-Term Deposit Rating: Aa3
    • Short-Term Deposit Rating: Prime-1 (representing the highest possible short-term rating)
    • Long-Term Senior Unsecured and Issuer Rating: A3
    • Counterparty Risk Assessment: A1(cr) for the long term, Prime-1(cr) for the short term

     
    Julius Baer’s medium-term financial targets

    All targets are based on adjusted results1 2019 H1 2020 Medium-term targets
    Cost income ratio 71.1% 66.6% <67%
    by 2022
    Pre-tax margin 22.1bp 30.5bp 25-28bp
    by 2022
    Pre-tax profit 917m 616m >10% growth p.a.
    over 2020-22 cycle
    RoCET1 27% 36% >30%
    by 2022

    The Group’s own floors are as follows:

    • BIS Total Capital Ratio2: >15%
    • BIS CET1 Capital Ratio3: >11%

    1 Adjusted results are derived by excluding from the IFRS financial results the operating expenses related to acquisitions or divestments (M&A) and the taxes on those respective items. For definitions and more details please refer to the Alternative Performance Measures document, available here.
    2 BIS Total Capital Ratio: Total eligible capital divided by risk-weighted assets in %
    3 BIS CET1 Capital Ratio: CET1 eligible capital divided by risk-weighted assets in %

    Contact

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