VIE Equity Snapshot

BAER Weekly Equity Report

Julius Bär Gruppe AG

Interactive chart JSON snapshot
Latest Close 70.52 EUR 12 Jun 2026
1W Return -1.6% latest completed week
4W Return -3.8% short-term follow-through
12W Return 19.7% quarterly tape
Trend Breadth 14.7% 5 of 34 weeks active
Volume Ratio 2.4x vs 13-week average
Company Brief

What the company does

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.

Snapshot

What the weekly tape is saying

BAER closed the latest completed week at 70.52 EUR. The 4-week return is -3.8% and the 12-week return is 19.7%. Trend Signal is active, Market Dynamics is 0.19. Setup signature: Balanced read with a 67/100 composite read.

Trend Signal Active
Market Dynamics No fresh buy
Price vs Trend 5.9%
Volume 2.4x
Setup Cockpit

A compressed read of the whole setup

The radar blends trend persistence, momentum, Market Dynamics, Relative Strength, volume confirmation, and risk control into one weekly cockpit.

Composite setup radar

Scoreboard

Trend 25 Persistence of active Trend Signal over the last year and current streak.
Momentum 59 Blend of 4-week and 12-week follow-through.
Dynamics 100 Latest Market Dynamics and whether pressure has improved over four weeks.
Relative Strength 50 Relative leadership and short-term RS change.
Volume 100 Participation compared with the 13-week volume baseline.
Risk Control 71 Drawdown and recent weekly volatility pressure.

16-week signal tape

27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun
Weekly return bar Trend Signal dot Positive Market Dynamics dot
Price Action

Price, Trend Line, and Fair Value

Weekly price context with the latest close, trend position, Fair Value gap, drawdown, and 52-week range location.

52-week price path

Price Trend Line Fair Value

Price map

Trend Line
66.57 EUR
Vs Trend Line
5.9%
Fair Value
65.45 EUR
Vs Fair Value
7.8%
52W High
75.02 EUR
52W Low
54.94 EUR
Drawdown
-6.0%
Range Position
77.6%
Momentum

Returns and trend persistence

Return windows separate the latest week from short-term and medium-term follow-through.

Return windows

1W -1.6%
4W -3.8%
12W 19.7%
26W 12.6%
52W -

Trend read

Active Streak
5 weeks
52W Active Weeks
5
52W Active Breadth
14.7%
Sector Scope
AT Financial Services
Sector Rank
107 of 115
Sector Percentile
7.0%
Peer Context

Sector and industry pulse

Peer breadth helps separate a stock-specific move from a broader group rotation.

Market Dynamics

Pressure, Relative Strength, and expectation

Market Dynamics and Relative Strength show whether buying pressure and relative leadership are confirming the price move.

Dynamics path

Market Dynamics Relative Strength

Signal state

Market Dynamics
0.19
4W MD Change
639.3%
Relative Strength
-
4W RS Change
-
Expectation
Positive
Probability
70.17%
Volume

Participation and confirmation

Volume tells us whether the latest weekly move is being confirmed by unusual participation.

52-week volume profile

Volume map

Latest Volume
800
13W Average
335
52W Average
325
Vs 13W
2.4x
Vs 52W
2.5x
Risk Anatomy

Volatility, downside weeks, and return shape

A compact risk profile shows whether the move is steady, volatile, or being driven by sharp one-week jumps.

26-week return distribution

Risk map

13W Volatility
4.1%
52W Volatility
3.5%
Upside Weeks
22
Downside Weeks
11
Downside Breadth
33.3%
Avg Gain / Loss
2.8% / -3.2%
Context

Classification, opportunities, risks, and watch points

Top-level read across company classification, constructive evidence, caution points, and the next things that matter.

Classification

Exchange
VIE
Country
AT
Sector
Financial Services
Industry
Asset Management
Currency
EUR
Market Cap
14.4B

Opportunity signals

  • Trend Signal is active with a 5-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Market Dynamics is positive on the latest completed week.
  • Volume is elevated versus the 13-week average, confirming attention.

Risk signals

  • Latest weekly return ranks in the weaker part of its sector group.

Watch next

  • Trend Line remains the key weekly regime level.
  • Market Dynamics is the pressure gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Weekly Tape

Recent completed weeks

The latest weekly rows behind the report snapshot.

Week Close Return Trend Fair Value MD RS Volume Signal
12 Jun 2026 70.52 EUR -1.6% 66.57 EUR 65.45 EUR 0.19 - 800 On
5 Jun 2026 71.66 EUR 2.1% 66.22 EUR 65.29 EUR 0.16 - 320 On
29 May 2026 70.20 EUR 2.1% 65.71 EUR 65.09 EUR 0.13 - 775 On
22 May 2026 68.74 EUR -6.2% 65.24 EUR 64.93 EUR 0.08 - 960 On
15 May 2026 73.28 EUR 0.5% 64.80 EUR 64.80 EUR 0.03 - 0 On
8 May 2026 72.90 EUR 5.9% - 64.51 EUR -0.00 - 0 Off
1 May 2026 68.86 EUR 2.8% - 64.21 EUR - - 0 Off
24 Apr 2026 66.98 EUR -2.1% - 64.04 EUR - - 0 Off
17 Apr 2026 68.40 EUR 3.2% - 63.92 EUR - - 0 Off
10 Apr 2026 66.26 EUR 7.7% - 63.74 EUR - - 0 Off
3 Apr 2026 61.55 EUR 2.5% - 63.64 EUR - - 1.2K Off
27 Mar 2026 60.04 EUR 1.9% - 63.73 EUR - - 298 Off
20 Mar 2026 58.93 EUR -7.1% - 63.90 EUR - - 0 Off
13 Mar 2026 63.43 EUR -5.9% - 64.13 EUR - - 2.0K Off