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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 2024-05-23 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 four months of 2024*
Earnings Release Classification · 100% confidence The document is titled 'Interim Management Statement for the first four months of 2024' and explicitly mentions 'Interim Report' as a keyword. It provides detailed financial performance metrics (AuM growth, gross margin, cost/income ratio, capital ratios) for a period shorter than a full year (four months). This content aligns perfectly with the definition of an Interim / Quarterly Report (IR). Although it is presented as an 'Ad hoc announcement pursuant to Art. 53 LR', the core content is the comprehensive interim financial update, not just a brief announcement of its publication (which would be RPA or RNS). Q1 2024
2024-05-23 English
Interim Management Statement for the first four months of 2024*
Earnings Release Classification · 100% confidence The document is titled 'Interim Management Statement for the first four months of 2024' and provides key unaudited financial highlights (AuM growth, gross margin, capital ratios) for a period shorter than a full year (four months). This content structure strongly aligns with an Interim Report (IR). Although it is presented as an 'Ad hoc announcement pursuant to Art. 53 LR' and is relatively brief, it contains detailed performance metrics and financial commentary, making it more substantial than a simple 'Report Publication Announcement' (RPA). The key phrase 'Interim Report' in the keywords section confirms this classification over the general 'ER' (Earnings Release) which is typically quarterly, or the comprehensive '10-K'. Since it is a comprehensive report for an interim period, 'IR' is the most appropriate code. Q1 2024
2024-05-23 English
Interim Management Statement für die ersten vier Monate 2024*
Earnings Release Classification · 100% confidence The document is titled "Interim Management Statement für die ersten vier Monate 2024" (Interim Management Statement for the first four months of 2024) and is explicitly labeled as an "Ad hoc-Mitteilung gemäss Art. 53 KR" (Ad hoc announcement according to Art. 53 KR). It provides key financial highlights (AuM growth, Net New Money, Gross Margin, Cost/Income Ratio, CET1 ratio) for a period shorter than a full year (four months). This content structure—a summary of performance for a non-annual period—aligns perfectly with the definition of an Interim/Quarterly Report (IR). Although it is presented as an 'Ad hoc-Mitteilung', the substance is a comprehensive interim performance update, not just a brief announcement of a report's publication (which would suggest RPA or RNS). Since it covers an interim period comprehensively, IR is the most appropriate classification over ER (Earnings Release, which is usually just highlights) or MDA (Management's detailed explanation, which often follows a more formal report). Q1 2024
2024-05-23 German
Sale of Kairos to Anima successfully completed
M&A Activity Classification · 99% confidence The document is a short news release dated May 2, 2024, announcing the successful completion of the sale of Kairos Partners SGR to Anima Holding SpA. It details the closing of the transaction and the deconsolidation of Kairos from the Julius Baer Group. This type of announcement, which reports on a specific corporate transaction (M&A activity) but is not the formal regulatory filing (like a 10-K or a detailed proxy statement), fits best under the category for M&A Activity (TAR) or, if it were more general, Regulatory Filings (RNS). Since 'TAR' specifically covers merger proposals or takeover bids, and this is the final closing announcement of a sale, it is the most appropriate specific category. Given the short length and the nature of the announcement, it is not a comprehensive report itself.
2024-05-02 English
Sale of Kairos to Anima successfully completed
M&A Activity Classification · 99% confidence The document is a short press release dated 02.05.2024 announcing the successful completion of the sale of Kairos Partners SGR to Anima Holding SpA. It contains key highlights of a corporate action (divestiture/transaction) but is not a comprehensive financial report (like 10-K or IR), a formal dividend notice, or a management discussion. Since it announces a significant corporate transaction (sale/divestiture), it most closely aligns with the M&A Activity category (TAR). However, the definitions provided do not explicitly cover divestiture announcements, only 'merger proposals or takeover bids' (TAR). Given the nature of the announcement—a major corporate transaction completion—and the lack of a better fit among the specific categories (like DIV, CAP, or ER), it is a significant corporate event announcement. If 'TAR' is strictly interpreted as only M&A initiation/bids, this falls into the general regulatory announcement category. Since it is a specific, material corporate event announcement that isn't a standard financial report or management change, and it's not a proxy/voting document, the closest fit among the provided options for a major corporate action announcement that isn't explicitly defined is often the general regulatory filing category (RNS) or, if we stretch the definition, TAR. Given the context of a sale completion, which is a form of corporate transaction, TAR (M&A Activity) is the most contextually relevant specific code, even if it's a divestiture rather than an acquisition/merger bid. If it were purely a notification of the event without the context of M&A, RNS would be safer. I will classify it as TAR based on the material corporate transaction nature.
2024-05-02 English
Annual General Meeting 2024 of Julius Baer Group Ltd.
AGM Information Classification · 99% confidence The document explicitly details the outcomes of the 'Annual General Meeting 2024 of Julius Baer Group Ltd.'. It lists resolutions passed by shareholders, including the approval of financial statements, dividend amounts, discharge of the board, election/re-election of directors, and auditor appointments. This content is directly related to the proceedings and results of the AGM. Although it mentions the approval of the Sustainability Report and Remuneration Report, the primary focus and context is the meeting itself. Therefore, the most appropriate classification is AGM Information (AGM-R). It is not a DEF 14A (Remuneration Report) or an AR (Audit Report) because it is summarizing the meeting where those items were approved, not providing the full reports themselves. It is also not a DVA (Declaration of Voting Results) as it summarizes the meeting's decisions rather than just the final vote tally, although it is closely related.
2024-04-11 English

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