PINX: JBAXY
- Last Close 12.31
- Sector Financial Services
- Industry Asset Management
- Investment Style Large Blend
- Day Range 12.27 – 12.38
- Year Range 8.17 – 14.69
- Market Cap 12.5837 Bil
- Volume / Avg 59,554.0 / 87,672.8
- Price / Sales 2.96
- Price / Book 1.81
- Forward Div Yield 4.67%
- Trailing Div Yield 4.71%
Morningstar‘s Stock Analysis JBAXY
Valuation
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1-Star Price
INVESTOR
5-Star Price
INVESTOR
Economic Moat
INVESTOR
Capital Allocation
INVESTOR
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Company Profile JBAXY
Business Description
Julius Baer Gruppe AG was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. 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.
Related Articles JBAXY
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Julius Baer Gruppe AG ADR
PINX: JBAXY
| UBS Group AG
XSWX: UBSG
| |
Price
| 12.31 | 21.98 |
Currency
| USD | USD |
Change
| −$0.35 (2.73%) | −$0.44 (1.96%) |
Market Cap
| 12.58 Bil | 70.95 Bil |
Industry
| Asset Management | Banks - Diversified |
Sector
|
Financial Services
|
Financial Services
|
* Trading data in this section is delayed by at least 15 minutes.
FAQs for Julius Baer Gruppe AG ADR Stock
Yes. JBAXY has a forward dividend yield of 4.71%.
See
JBAXY’s full dividends and stock split history
on the Dividend tab.
Dividend yield allows investors, particularly those interested in dividend-paying stocks,
to compare the relationship between a stock’s price and how it rewards stockholders through dividends.
The formula for calculating dividend yield is to divide the annual dividend paid per share by the stock price.
Learn more about dividend yield.
JBAXY’s market cap is 12.58 Bil.
Market capitalization is calculated by taking a company’s share price and multiplying it by the total number of shares.
It’s often used to measure a company’s size. In the Morningstar Style Box, large-cap names account for the
largest 70% of U.S. stocks, mid-cap names account for the largest 70–90%, and small-cap names are the remaining 10% of companies.
Learn more about market capitalization.
JBAXY’s stock style is Large Core.
Style is an investment factor that has a meaningful impact on investment risk and returns.
Style is calculated by combining value and growth scores, which are first individually calculated.
High-growth stocks tend to represent the technology, healthcare, and communications sectors. They rarely distribute dividends to shareholders, opting for reinvestment in their businesses. More value-oriented stocks tend to represent financial services, utilities, and energy stocks. These are established companies that reliably pay dividends.
Learn more about style.
JBAXY’s price/sales is 2.96.
Price/sales represents the amount an investor is willing to pay for a dollar generated from
a particular company’s sales or revenues.
JBAXY’s price/forward earnings is 11.58.
Forward P/E gives some indication of how cheap or expensive a stock is compared with consensus earnings estimates.
The lower the Forward P/E, the cheaper the stock.
JBAXY’s price/book is 1.81.
Price/book ratio can tell investors approximately how much they’re paying for a company’s assets,
based on historical, rather than current, valuations. Historical valuations generally do not reflect
a company’s current market value. Value investors frequently look for companies that have low price/book ratios.
See JBAXY’s valuation ratios compared to the Market Index.
JBAXY’s beta can be found in Trading Information at the top of this page.
A stock’s beta measures how closely tied its price movements have been to the performance of the overall market.
Compare JBAXY’s historical performance against its industry peers and the overall market.