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Julius Baer Gruppe AG — Investor Relations & Filings

Ticker · BAER ISIN · CH0102484968 LEI · 5299007MF0604ZGJER92 SW Financial and insurance activities
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Filings indexed 204 across all filing types
Latest filing 2026-04-16 Capital/Financing Update
Country CH Switzerland
Listing SW BAER

About Julius Baer Gruppe AG

https://www.juliusbaer.com/de/en/

Julius Baer Gruppe AG is a private banking group with an exclusive focus on wealth management. With a history of over 130 years, the firm provides personalized services and advisory to sophisticated private clients and families worldwide. Its core activities center on comprehensive wealth management solutions, including investment advisory, wealth accumulation, asset preservation, and financial planning for retirement and succession. The group operates as a global wealth manager, taking a long-term, holistic perspective on client assets to help them achieve their financial goals.

Recent filings

Filing Released Lang Actions
Julius Baer successfully places CHF 500 million domestic senior unsecured bonds
Capital/Financing Update Classification · 1% confidence The document is a press release announcing that Julius Baer successfully placed CHF 500 million of domestic senior unsecured bonds (two tranches) and provides details of coupon rates, maturities, and planned exchange listing. This is an update on the company’s fundraising/financing activities rather than a full report or regulatory notice. Therefore, it fits the “Capital/Financing Update” category.
2026-04-16 English
Julius Baer successfully places CHF 500 million domestic senior unsecured bonds
Capital/Financing Update Classification · 1% confidence The document is a media release announcing the successful placement of CHF 500 million in domestic senior unsecured bonds, detailing coupon rates, maturity dates, use of proceeds, and trading application. This is a financing activity update regarding the company’s capital structure. It does not present periodic financial results or regulatory filings, but specifically covers a bond issuance. This matches the definition of a Capital/Financing Update (CAP).
2026-04-16 English
Julius Baer announces leadership update
Board/Management Information Classification · 1% confidence The document is an ad-hoc announcement under Art. 53 LR by Julius Baer, detailing a leadership update (departure of the Group CFO) and commentary from the CEO. It is clearly a management change announcement rather than a financial report, AGM material, or earnings release. Therefore, it falls under Board/Management Information (MANG).
2026-04-10 English
Julius Baer announces leadership update
Board/Management Information Classification · 1% confidence The document is an ad hoc announcement under Art.53 LR by Julius Baer Group announcing that the Group CFO will step down and succession planning is underway. This is clearly an announcement of a change in senior management. It does not present financial results or detailed reports but rather informs investors of personnel changes at the executive level. Therefore, it fits the 'Board/Management Information' category (code MANG).
2026-04-10 English
Julius Bär kündigt Änderung in der Geschäftsleitung an
Board/Management Information Classification · 1% confidence The document is an ad hoc announcement under Art. 53 KR by Julius Bär Group Ltd. stating that Evie Kostakis, the Chief Financial Officer, will step down and that a succession process is underway. This clearly relates to a senior management change announcement. Therefore, it falls under Board/Management Information (MANG).
2026-04-10 German
Annual General Meeting of Julius Baer Group Ltd.
Declaration of Voting Results & Voting Rights Announcements Classification · 1% confidence The document is a formal announcement by Julius Baer Group Ltd. summarizing the resolutions passed at its 2026 Annual General Meeting (e.g., approval of financial statements, dividend, board elections, amendments to articles) – i.e., the official outcomes of shareholder votes. This corresponds to “Declaration of Voting Results & Voting Rights Announcements” (Code: DVA).
2026-04-09 English

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