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Julius Baer Gruppe AG

CHF 74.28Last updated
-CHF 2.48 (3.23%)Past day
Timezone

Julius Baer Gruppe AG (SIX: BAER) is trading at CHF 74.28, about ₹8,540 at today's CHF/INR rate, as of 30 Sep 2026, 11:31 AM ET, down 3.23% today. Indian residents can buy Julius Baer Gruppe from India on Paasa under the RBI's Liberalised Remittance Scheme.

Quote

Open:CHF 77.74
Previous close:CHF 76.76
Volume:891.03K

Today's low

CHF 74.28

Today's high

CHF 78.22

52 week low

CHF 51.76

52 week high

CHF 78.22

BAER opened at CHF 77.74, closed previously at CHF 76.76, and has traded between CHF 51.76 and CHF 78.22 over the past 52 weeks.

About

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Country
CH
CEO
Stefan Bollinger
Exchange listed on
SIX
Industry
Asset Management
Base currency
CHF
Full Time Employees
7,675
Sector
Financial Services
IPO date
03/04/1995

Key statistics

Avg. volume

458.84K

Market cap

CHF 15.28B

P/E Ratio

13.38

Price-to-sales ratio

2.55

Enterprise value

CHF 13.79B

Free cash flow yield

-1.15%

Debt-to-equity ratio

1.51

Return on equity

10.57%

ROIC

0.71%

Beta

0.87

Dividend yield

3.50%

Last dividend

CHF 2.60

Financial overview

Revenue

CHF 5.92B

Earnings per share

CHF 3.72

Free cash flow

-CHF 147.50M

Net profit margin

19.03%

Gross margin

74.71%

EBITDA

CHF 1.03B

Revenue growth

51.98%

Similar securities

This is not an investment recommendation

How to buy Julius Baer Gruppe from India

Indian residents can buy Julius Baer Gruppe shares through Paasa in four steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the shares are held in your own name with Interactive Brokers.

  1. Open a Paasa account

    Complete digital KYC with your PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Add funds under LRS

    Transfer INR from your Indian bank account. Your bank reports the remittance under the RBI's Liberalised Remittance Scheme and converts it to US dollars and then to CHF.

  3. Search for Julius Baer Gruppe and place an order

    Find Julius Baer Gruppe by name or by its ticker, BAER, and choose an order type. Julius Baer Gruppe trades 12:30 pm – 9:00 pm IST; orders can only execute during that window.

  4. Track holdings and download tax reports

    Follow your Julius Baer Gruppe position in CHF and INR, and use Paasa's capital-gains and dividend statements when you file your Indian return.

Read the full guide: how to invest in Julius Baer Gruppe from India

Trading and taxes when buying Julius Baer Gruppe from India

Trading and limits

Trading hours
9:00 am – 5:30 pm CET
LRS limit
$250,000Per financial year, under the RBI's Liberalised Remittance Scheme.

Tax for Indian residents

TCS on remittance
20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
Capital gains in India
12.5% or slab rateGains on shares held for more than 24 months are long-term and taxed at 12.5%. Gains on shares held for 24 months or less are short-term and taxed at your income-tax slab rate.Capital gains explained
Dividends
Slab rateDividends are taxed at your slab rate in India. Julius Baer Gruppe’s current yield is 3.50%.Dividend tax explained

Custody. Shares are held in your own name at Interactive Brokers, segregated from Paasa's own assets.

FAQs

Can Indian residents buy Julius Baer Gruppe stock?

Yes. Julius Baer Gruppe (BAER) has been listed on the SIX Swiss Exchange since 1995, in the Asset Management industry, and Indian residents can buy it through Paasa. You fund the account from your Indian bank under the RBI's Liberalised Remittance Scheme and the money is converted to US dollars and then to CHF. Shares are held in your own name at Interactive Brokers, segregated from Paasa's own assets.

How much does one Julius Baer Gruppe share cost in rupees?

One Julius Baer Gruppe share is CHF 74.28 — about ₹8,540 at a CHF/INR rate of 114.97 on 30 Sep 2026. Both the Julius Baer Gruppe price and the rupee rate move during the day, so the rupee cost changes with them.

What are the LRS and TCS rules for buying Julius Baer Gruppe from India?

Remit up to $250,000 per financial year under the RBI's Liberalised Remittance Scheme (LRS). Banks collect 20% tax at source on LRS remittances above ₹10 lakh in a financial year; the TCS is adjustable against your income-tax liability. FX and the LRS declaration are handled by your bank when you fund your account.

How are gains on Julius Baer Gruppe shares taxed in India?

Gains on shares held for more than 24 months are long-term and taxed at 12.5%. Gains on shares held for 24 months or less are short-term and taxed at your income-tax slab rate. The gain is computed in rupees using the CHF/INR rate on the purchase and the sale date, so the rupee move counts alongside the Julius Baer Gruppe price. Paasa issues a capital-gains statement for your return.

Does Julius Baer Gruppe pay a dividend, and how is it taxed in India?

Yes. Julius Baer Gruppe pays a dividend and the current yield is 3.50%; the last declared dividend was CHF 2.60 per share, about ₹298.92. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.

When can I trade Julius Baer Gruppe from India?

The SIX Swiss Exchange trades 12:30 pm – 9:00 pm IST in Indian time. The window shifts to 1:30 pm – 10:00 pm IST when Switzerland is on standard time. Orders can only execute during that window.

Do I have to declare Julius Baer Gruppe shares in my Indian tax return?

Yes. Foreign shares held on 31 March must be reported in Schedule FA of your Indian income-tax return. Paasa gives you a Schedule FA-ready statement listing your Julius Baer Gruppe holding, its cost and its closing value.

How do I sell Julius Baer Gruppe and bring the money back to India?

You sell during market hours (12:30 pm – 9:00 pm IST) and the proceeds settle in CHF in your Paasa account. From there you can hold the balance, reinvest, or repatriate. Funds can be withdrawn in any currency to any bank account in your own name. Whether the sale is short- or long-term is decided by the 24-month holding period.

Does the rupee rate affect what I make on Julius Baer Gruppe?

Yes. Julius Baer Gruppe is priced in CHF, so your rupee outcome combines the CHF move with the CHF/INR move between the day you remit and the day you convert back. Both directions are reflected in the capital-gains statement Paasa issues.