Key figures1
| 30.06.2026 | 30.06.2025 | 31.12.2025 | |
|---|---|---|---|
| Assets under management (CHF bn) | 546.7 | 482.6 | 521.0 |
| Net new money (CHF bn) | 5.7 | 7.9 | 6.5 |
| Total assets (CHF m) | 116,575.1 | 104,718.3 | 107,488.9 |
| Total equity (CHF m) | 7,376.5 | 6,738.2 | 7,229.7 |
| Total capital ratio | 24.4% | 22.3% | 24.7% |
| CET1 capital ratio | 18.5% | 15.6% | 17.4% |
| Number of employees | 7,675 | 7,335 | 7,390 |
| Number of relationship managers | 1,247 | 1,286 | 1,262 |
1 For a reconciliation of adjusted performance measures to reported results under IFRS as well as definitions of adjusted performance measures and other alternative performance measures, please refer to chapter III. Alternative Performance Measures of the Half-Year Report 2026 of Julius Baer Group Ltd.
Further information can be found in the key figures table below.
Julius Baer’s medium-term financial targets
Medium-term financial targets 2026 - 2028
| All targets are based on adjusted results1 | Medium-term targets |
|---|---|
| Net new money | 4-5% by 2028 |
| Cost/income ratio | <67% by 2028 |
| RoCET12 | >30% over 2026-28 cycle |
1 Adjusted results are derived by excluding from the IFRS financial results the impact on operating income (new since 1 January 2025) or on operating expenses related to acquisitions or divestments of businesses or participations (i.e. M&A transactions) as well as the taxes on those respective items. For definitions and more details please refer to the Alternative Performance Measures section of the Half-Year Report 2026.
2 Assuming a constant 14% CET1 ratio
The Group's own floors are as follows:
- Total Capital Ratio3: >15%
- CET1 Capital Ratio4: >11%
3 Total Capital Ratio: Total eligible capital divided by risk-weighted assets in %
4 CET1 Capital Ratio: CET1 eligible capital divided by risk-weighted assets in %
Agency ratings
Currently, Moody's assigned ratings and outlook to Bank Julius Baer & Co. Ltd. as follows:
- Long-Term Deposit Rating: A1
- 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
- Outlook: Stable