Julius Baer Group Ltd
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.
If you'd bought from year…
Same habit, different start year. Each row shows what a constant habit's worth of BAER-SW would be worth today, had you started buying at that point in the asset's history.
| Started | $6/day$6/day coffee | $42/wk$42/week coffee |
|---|---|---|
| Year 1 (1995) — listing | $124,528 2.6× | $177,661 2.6× |
| Year 6 (2000) | $85,029 2.1× | $122,243 2.1× |
| Year 11 (2005) | $65,707 2.0× | $95,223 2.0× |
| Year 16 (2010) | $49,891 2.0× | $72,591 2.0× |
| Year 21 (2015) | $28,980 1.7× | $42,183 1.7× |
| Year 26 (2020) | $14,182 1.5× | $20,614 1.5× |
| Year 31 (2025) | $2,413 1.2× | $3,557 1.2× |
Repeated investment, no fees, dividends reinvested. $6/day coffee = $180 / month equivalent.
Popular scenarios with BAER
For illustration only — not investment advice. Past performance is not indicative of future results.