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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 209 across all filing types
Latest filing 2026-06-09 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 EUR 500 million senior unsecured notes
Capital/Financing Update Classification · 91% confidence The document is a corporate press release announcing the successful placement of EUR 500 million senior unsecured notes, detailing the terms, coupon, use of proceeds, and trading admission plans. It is clearly an update on the company’s financing activities rather than a financial report, regulatory filing, or management discussion. Therefore, it fits the Capital/Financing Update category (CAP).
2026-06-09 English
Julius Baer successfully places EUR 500 million senior unsecured notes
Capital/Financing Update Classification · 85% confidence The document is a press release announcing the successful placement of EUR 500 million 5-year senior unsecured notes, i.e., a bond issuance and fundraising activity. It does not contain financial statements or regulatory certifications but rather a financing update on debt issuance. Therefore, it fits the Capital/Financing Update category (CAP).
2026-06-09 English
Interim Management Statement for the first four months of 2026*
Interim / Quarterly Report Classification · 85% confidence The document is titled “Interim Management Statement for the first four months of 2026” and provides detailed unaudited management performance data (AuM, margins, capital ratios), commentary by the CEO, outlook, and upcoming financial dates. It is more than a brief announcement—it contains substantive financial figures and analysis for a period shorter than a full fiscal year. Thus it fits the definition of an Interim/Quarterly Report rather than a mere publication notice or a full annual report. Q1 2026
2026-05-22 English
Interim Management Statement for the first four months of 2026*
Interim / Quarterly Report Classification · 92% confidence The document is an ad hoc announcement titled “Interim Management Statement for the first four months of 2026,” containing substantive financial data (assets under management, margins, capital ratios), management commentary, and outlook. It is not merely a publication notice nor just a brief earnings highlight; it provides a comprehensive interim update for a sub-annual period. This matches the definition of an Interim / Quarterly Report (IR). Q1 2026
2026-05-22 English
Interim Management Statement für die ersten vier Monate 2026*
Interim / Quarterly Report Classification · 85% confidence The document is an ad-hoc announcement under Art. 53 KR titled “Interim Management Statement for the first four months 2026.” It provides detailed interim period financial metrics (AUM, margins, capital ratios), business commentary, outlook, and Q&A webcast details — meeting the definition of an interim/quarterly report with substantive data rather than a mere notice. Therefore it should be classified as an Interim / Quarterly Report (IR). Q1 2026
2026-05-22 German
Julius Baer successfully places CHF 500 million domestic senior unsecured bonds
Capital/Financing Update Classification · 92% 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

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