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Julius Baer Gruppe AG (XSWX:BAER) Equity-to-Asset : 0.06 (As of Dec. 2023)


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What is Julius Baer Gruppe AG Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Julius Baer Gruppe AG's Total Stockholders Equity for the quarter that ended in Dec. 2023 was CHF6,161 Mil. Julius Baer Gruppe AG's Total Assets for the quarter that ended in Dec. 2023 was CHF96,786 Mil. Therefore, Julius Baer Gruppe AG's Equity to Asset Ratio for the quarter that ended in Dec. 2023 was 0.06.

The historical rank and industry rank for Julius Baer Gruppe AG's Equity-to-Asset or its related term are showing as below:

XSWX:BAER' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.06   Med: 0.06   Max: 0.07
Current: 0.06

During the past 13 years, the highest Equity to Asset Ratio of Julius Baer Gruppe AG was 0.07. The lowest was 0.06. And the median was 0.06.

XSWX:BAER's Equity-to-Asset is ranked worse than
96.76% of 1726 companies
in the Asset Management industry
Industry Median: 0.83 vs XSWX:BAER: 0.06

Julius Baer Gruppe AG Equity-to-Asset Historical Data

The historical data trend for Julius Baer Gruppe AG's Equity-to-Asset can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Julius Baer Gruppe AG Equity-to-Asset Chart

Julius Baer Gruppe AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.06 0.06 0.06 0.06 0.06

Julius Baer Gruppe AG Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Equity-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.06 0.05 0.06 0.06 0.06

Competitive Comparison of Julius Baer Gruppe AG's Equity-to-Asset

For the Asset Management subindustry, Julius Baer Gruppe AG's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Julius Baer Gruppe AG's Equity-to-Asset Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's Equity-to-Asset falls into.



Julius Baer Gruppe AG Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Julius Baer Gruppe AG's Equity to Asset Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Equity to Asset (A: Dec. 2023 )=Total Stockholders Equity/Total Assets
=6161.3/96786.3
=0.06

Julius Baer Gruppe AG's Equity to Asset Ratio for the quarter that ended in Dec. 2023 is calculated as

Equity to Asset (Q: Dec. 2023 )=Total Stockholders Equity/Total Assets
=6161.3/96786.3
=0.06

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Julius Baer Gruppe AG  (XSWX:BAER) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Julius Baer Gruppe AG Equity-to-Asset Related Terms

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Julius Baer Gruppe AG (XSWX:BAER) Business Description

Traded in Other Exchanges
Address
Bahnhofstrasse 36, Zurich, CHE, 8010
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.