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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 207 across all filing types
Latest filing 2025-11-24 Earnings Release
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
Interim Management Statement for the first ten months of 2025 and conclusion of the credit review*
Earnings Release Classification · 100% confidence The document is an 'Interim Management Statement' for the first ten months of 2025, which provides a detailed update on financial performance, assets under management, credit review conclusions, and strategic outlook. It is not a full interim report (which would be a comprehensive financial statement) nor a simple announcement of a report (RPA), but rather a substantive management update on business trends and financial results. Therefore, it fits best under the 'Management Reports' (MDA) category, which covers management's detailed explanation of financial results and business outlook. 9M 2025
2025-11-24 English
Interim Management Statement für die ersten zehn Monate 2025 und Abschluss der Kreditüberprüfung*
Earnings Release Classification · 100% confidence The document is an 'Interim Management Statement' from Julius Baer Group, detailing financial performance for the first ten months of 2025, including assets under management, credit portfolio reviews, and management changes. It provides detailed financial metrics and operational updates rather than just announcing the availability of a report. It fits the definition of an Interim/Quarterly Report (IR) as it provides comprehensive financial and operational performance for a period shorter than a full year. 9M 2025
2025-11-24 German
Victoria McLean to become Chief Compliance Officer of Julius Baer and join the Executive Board
Board/Management Information Classification · 100% confidence The document is a press release announcing the appointment of a new Chief Compliance Officer and their addition to the Executive Board of Julius Baer Group. This falls directly under the category of announcements regarding changes in senior management or board members.
2025-11-24 English
Victoria McLean wird Chief Compliance Officer und Mitglied der Geschäftsleitung von Julius Bär
Board/Management Information Classification · 100% confidence The document is a press release announcing the appointment of a new Chief Compliance Officer and member of the executive board at Julius Baer Group Ltd. This falls under the category of management changes, which is explicitly defined as 'Board/Management Information' (MANG).
2025-11-24 German
Julius Baer to set up new branch in Portugal
Regulatory Filings Classification · 100% confidence The document is a corporate press release announcing the opening of a new branch in Lisbon, Portugal. It does not fit into specific categories like financial reports, dividend announcements, or director dealings. As it is a general corporate announcement regarding business expansion, it falls under the 'Regulatory Filings' (RNS) category as the fallback for miscellaneous corporate news.
2025-10-28 English
Julius Baer to set up new branch in Portugal
Regulatory Filings Classification · 100% confidence The document is a press release announcing the expansion of Julius Baer Group Ltd. into Portugal by opening a new branch in Lisbon. It does not fit into specific categories like financial reports, dividend notices, or director dealings. As it is a general corporate announcement regarding business expansion, it falls under the 'Regulatory Filings' (RNS) category, which serves as the fallback for miscellaneous corporate news.
2025-10-28 English

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