Brief: Julius Baer Gruppe - 4M AUM Grew To A Record CHF 528 Bln

Julius Baer Gruppe AG

22/05/2026 06:04

May 22 (Reuters) - JULIUS BAER GRUPPE AG BAER.S:

GROSS MARGIN INCREASED TO 90 BASIS POINTS (BP), COMPARED TO AN UNDERLYING LEVEL OF 80 BP IN H2 2025

ADJUSTED COST/INCOME RATIO IMPROVING TO 62% (H2 2025, UNDERLYING: 67%)

4M ASSETS UNDER MANAGEMENT GREW TO A RECORD CHF 528 BILLION, DRIVEN BY STRONG EQUITY MARKET PERFORMANCE AND NET NEW MONEY INFLOWS OF CHF 3 BILLION

ADJUSTED PRE-TAX PROFIT MARGIN RISING TO 32 BP (H2 2025, UNDERLYING: 26 BP)

CET1 CAPITAL RATIO OF 18.1%

ON TRACK TO ACHIEVE OUR MEDIUM-TERM TARGETS

GROUP TO DELIVER AN IFRS NET PROFIT FOR FIRST HALF OF 2026 THAT IS SUBSTANTIALLY HIGHER THAN IN FIRST HALF OF 2025

DOES NOT CURRENTLY ANTICIPATE A RETURN TO EXCEPTIONALLY HIGH LEVELS OF CLIENT ACTIVITY SEEN IN Q1 OF 2026 IN COMING MONTHS

Source text: ID:nEQ1qHRfZa

Further company coverage: BAER.S

 (Gdansk Newsroom)

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