Loading
No insider purchase over the last 90 days. The latest, by Anonymous (Non-executive member of the board of directors), was filed 24 Nov 2025.
Insider Decl.
17
Thresholds
n/a
Buy Volume
€4M
10 ops. · all time
Sell Volume
€4M
7 ops. · all time
Who traded when
BuySaleAnonymous (Executive member of the board of directors / member of senior management)3 buys
Anonymous (Non-executive member of the board of directors)2 buys1 sale
Anonymous (an executive member of the board of directors / member of senior management)1 sale
Since the insiders bought
- Anonymous (Non-executive member of the board of directors)+22.9%Entry CHF 56.92 · Close 21 Oct 2026 CHF 69.96
- Anonymous (Executive member of the board of directors / member of senior management)+8.3%Entry CHF 59.50 · Close at T+365 CHF 64.46
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Julius Bär Gruppe AG Buy (bullish), based on 17 analysts. Average price target: CHF 76.74.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 2,138 of 26,291 companies
75.8
score / 100
Value69
Quality83
FCF yld6.8%
Earn yld5.3%
EV/EBITDA·
ROE16%
Gross mgn·
Net mgn19%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
CHF 70.00
Analyst consensus
17 analystsBuy
CHF 56.00Target CHF 76.74(+10%)CHF 87.00
Income statement
RevenueCHF 4.1B
Net incomeCHF 763.7M27.0% margin
Valuation
PER (trailing)12.6x
PER (forward)11.2x
P/Book2.0x
Beta0.87
Balance sheet & cash
Market capCHF 14.4B
Total debtCHF 4.3B
Free Cash FlowCHF 984.8M
Profitability & ownership
ROE16.2%
ROA1.0%
% insiders0.2%
% institutions68.9%
Last declaration on 26 May 2026
Declarations17 total
▼
Anonymous (an executive member of the board of directors / member of senior management)
407,713 CHF19SIX
6,177 shares@ CHF 66.010.0027% mcap100.0% of flowSIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q5Q000D8
▲
Anonymous (Non-executive member of the board of directors)
27,637 CHF12SIX
500 shares@ CHF 55.2736.1% of flowISIN CH0102484968SIX:T1PBO00074
Canonical exit: 22 Feb 2026 (T+90)
▼
Anonymous (Non-executive member of the board of directors)
168,108 CHF15SIX
2,814 shares@ CHF 59.7436.7% of flowISIN CH0102484968SIX:T1P2E00030
▲
Anonymous (Executive member of the board of directors / member of senior management)
1M CHF25SIX
17,000 shares@ CHF 59.403116.2% of flowISIN CH0102484968SIX:T1P2E00022
Canonical exit: 15 May 2025 (T+90)
▲
Anonymous (Non-executive member of the board of directors)
28,030 CHF24SIX
500 shares@ CHF 56.066.2% of flowISIN CH0102484968SIX:T1P2500017
Canonical exit: 6 May 2025 (T+90)
▲
Anonymous (Executive member of the board of directors / member of senior management)
1M CHF13SIX
17,750 shares@ CHF 56.478316.2% of flowISIN CH0102484968SIX:T1P2400044
Canonical exit: 5 May 2025 (T+90)
▲
Anonymous (Executive member of the board of directors / member of senior management)
1M CHF13SIX
17,900 shares@ CHF 56.1416.3% of flowISIN CH0102484968SIX:T1P2300079
Canonical exit: 4 May 2025 (T+90)
▼
Anonymous (Executive member of the board of directors / member of senior management)
514,920 CHF12SIX
11,000 shares@ CHF 46.81098.2% of flowISIN CH0102484968SIX:T1O7Q000C3
▲
Anonymous (Executive member of the board of directors / member of senior management)
47,083 CHF11SIX
1,000 shares@ CHF 47.08320.7% of flowISIN CH0102484968SIX:T1O7P00051
Canonical exit: 23 Oct 2024 (T+90)
▲
Anonymous (Executive member of the board of directors / member of senior management)
93,080 CHF11SIX
2,000 shares@ CHF 46.541.5% of flowISIN CH0102484968SIX:T1O7P00044
Canonical exit: 23 Oct 2024 (T+90)
▲
Anonymous (Executive member of the board of directors / member of senior management)
49,899 CHF11SIX
1,060 shares@ CHF 47.07430.8% of flowISIN CH0102484968SIX:T1O7P00069
Canonical exit: 23 Oct 2024 (T+90)
▼
Anonymous (Executive member of the board of directors / member of senior management)
525,134 CHF12SIX
10,970 shares@ CHF 47.870.0033% mcap8.4% of flowISIN CH0102484968SIX:T1O31000E4
▼
Anonymous (Executive member of the board of directors / member of senior management)
329,766 CHF12SIX
6,800 shares@ CHF 48.4950.0021% mcap5.3% of flowISIN CH0102484968SIX:T1O2F00046
▲
Anonymous (Non-executive member of the board of directors)
204,100 CHF16SIX
4,000 shares@ CHF 51.0250.0013% mcap45.2% of flowISIN CH0102484968SIX:T1O2100019
Canonical exit: 1 May 2024 (T+90)
▼
Anonymous (Executive member of the board of directors / member of senior management)
1M CHF13SIX
17,532 shares@ CHF 61.48160.0068% mcap17.2% of flowISIN CH0102484968SIX:T1N9400075
▼
Anonymous (Executive member of the board of directors / member of senior management)
589,000 CHF12SIX
10,000 shares@ CHF 58.900.0037% mcap9.3% of flowISIN CH0102484968SIX:T1N7O00030
▲
Anonymous (Non-executive member of the board of directors)
27,780 CHF12SIX
500 shares@ CHF 55.560.0002% mcap5.9% of flowISIN CH0102484968SIX:T1N5V00088
Canonical exit: 29 Aug 2023 (T+90)
17 of 17 declarations
About Julius Bär Gruppe AG
Julius Bär Gruppe AG saw a short burst of buying from February 3 to February 14, 2025: two insiders put in EUR 3,234,236 between them, and three single purchases of that spell each topped EUR 1 million (EUR 1,071,328 on February 3, EUR 1,064,665 on February 4 and EUR 1,068,400 on February 14). All three were filed by the same anonymous filer, tagged as an executive member of the board or of senior management.
Behind that burst sit 17 filings from only 3 anonymous filers, published from May 31, 2023 to May 26, 2026. The bank is quoted on the Swiss exchange and is valued at CHF 14.4 billion; insiders hold 0.2%. Open-market trades split into 10 purchases (EUR 3.7 million, median EUR 74,795) and 7 sales (EUR 3.8 million, median EUR 538,729). The biggest sale, EUR 1,128,768, is dated September 4, 2023, then comes EUR 611,953 on July 24, 2023.
Read moreShow less
Filings numbered 3 in 2023, 7 in 2024, 6 in 2025 and 1 in 2026, and each appears the same day as the trade at the median. Ten purchases carry a stored 90-day result: median 6.3%, 60% positive, recorded past results and not a forecast.
