StockFinancial ServicesEU

BAER.SWJulius Bär Gruppe AG

37/100
Signal ScoreCautious

EMA-Trend

FAVORABLE

RSI (14)

43.2

52W

+29.1%

Volatility

27.6%

Last updated: July 24, 2026 at 03:24 AM

Technical analysis for Julius Bär Gruppe AG stock (BAER.SW), trend direction, momentum strength and risk metrics based on 16 quantitative signals, updated daily.

Signal Overview

16 quantitative indicators, updated daily

6/16 favorable

The signal score is a weighted average across the signals, not a simple majority vote. Some areas, like trend or the macro environment, can carry more weight than others and offset a mixed picture among the individual signals.

Trend

EMA CrossoverFAVORABLE
MA Trend Filter (200-day)FAVORABLE
ADX DirectionCAUTIOUS
ADX Trend Strength24.5MIXED
Regression Intercept1.00FAVORABLE

Momentum

RSI (14)43.2CAUTIOUS
MACD-0.8%CAUTIOUS
Rate of Change+8.9%FAVORABLE
52-Week High91.8%FAVORABLE
Momentum Oscillator-4.0%CAUTIOUS

Oscillators

Williams %R-90.9MIXED
Stochastic %K9.1MIXED

Macro & Relative

VIX Level18.7MIXED
VIX Rate of Change+11.8%MIXED
HY SpreadCAUTIOUS
Relative Strength1.02FAVORABLE

Signal Analysis in Detail

EMA Crossover, Trend Direction

FAVORABLE

Compares a fast moving average to a slow one. When the fast is above the slow, the trend is positive. Period settings are automatically calibrated per asset class.

For Julius Bär Gruppe AG, the fast moving average is currently above the slow one. By this indicator's definition that corresponds to an uptrend, a description of past price action.

ADX, Trend Strength Filter

24.5

ADX does not measure direction, only how pronounced a trend is, regardless of whether it points up or down. We use it as a filter: only above a certain value does a trend count as strong enough to give other signals more weight. Direction itself comes from the separate ADX Direction signal.

ADX stands at 24.5, a moderate trend.

RSI, Momentum Strength

43.2

The Relative Strength Index measures the ratio of upward to downward price movements over the last 14 trading days (Wilder smoothing) on a scale of 0 to 100. Our neutral zone is 45 to 55, tighter than the classic 30/70 band, outside of it the methodology reads the RSI as overbought or oversold.

RSI stands at 43.2, in the zone this indicator defines as oversold, downward moves clearly outweighed upward moves over the last 14 trading days. In the past, counter-moves occurred more often in such zones than in neutral phases; that describes history, not the individual case.

30700100RSI 43.2

MACD, Trend Momentum

-0.8%

MACD measures the gap between two exponentially smoothed averages. Our periods are 12/20/9 instead of the common 12/26/9, and the signal threshold is normalized to 0.3% of the current price rather than the raw MACD value, which keeps the threshold comparable across different price levels.

MACD stands at -0.8%, below the negative threshold, momentum over recent weeks is downward.

-0.3%+0.3%-66MACD -0.8%

Rate of Change, Price Change Over 63 Trading Days

+8.9%

Rate of Change measures the percentage price change over the last 63 trading days, roughly one quarter, a medium-term window, not a short-term daily or weekly read.

Julius Bär Gruppe AG is +8.9% higher than 63 trading days ago, a positive medium-term price change.

52-Week High, Distance from Yearly High

91.8%

Measures how close the current price is to its highest point over the last 252 trading days, roughly one year. A value near 100% means the price is at or near its yearly high.

Julius Bär Gruppe AG trades at 91.8% of its 52-week high, near the highest point of the last 252 trading days.

Momentum Oscillator, Speed of Price Movement

-4.0%

Checks whether the recent price movement is accelerating or decelerating. Unlike Rate of Change, this indicator measures the pace of the change, not the change itself.

Julius Bär Gruppe AG shows an accelerating downward move at -4.0%, recent price losses are larger than before.

Williams %R, Position in Trading Range

-90.9

Williams %R shows where the current price sits within the high-low range of the last 14 trading days. We read it as contrarian: a favorable signal only fires on a confirmed turn upward out of the oversold zone, not on any low value by itself, an extreme oversold reading alone never produces a cautious signal for us.

Williams %R stands at -90.9, the price sits near the lower end of the 14-day trading range. This is the same zone classification a low RSI indicates.

-80-20-1000Williams %R -90.9

Stochastic %K, Confirmed Reversal Crossover

9.1

The Stochastic oscillator shows where the closing price sits within the recent trading range. A low or high value alone isn't enough for us: a signal only fires once %K and %D are both below 20 (or above 80) and %K is crossing upward (or downward), a confirmed turning point rather than a raw level.

Stochastic %K stands at 9.1, currently without a confirmed crossover in either direction.

20800100Stochastic %K 9.1

Relative Strength, Performance vs Reference Index

1.02

Compares price performance over a medium-term period against a broad stock market index as a reference. A value above 1.0 means stronger performance than the reference index, below 1.0 means weaker.

Julius Bär Gruppe AG stands at 1.02, above the reference index, price performance over the period was stronger than the reference index's.

Technical Assessment

Trend

3 of 5 trend signals read positive. ADX at 24.5 indicates a moderate trend. The price is above the 200-day moving average.

Momentum

2 of 5 momentum signals read positive. RSI at 43.2 is in the oversold zone.

Risk Metrics

30-day volatility at 27.6%. price within 8% of its 52-week high. Sharpe Ratio at 0.99 indicates a moderate risk-adjusted return over 12 months.

Market Environment

VIX at 18.7 indicates normal expected market volatility. The high-yield spread signal reads cautious.

Sector Context

52-week return of 29.1% is above the Financial Services sector average of 16.5%. Ranked #28 of 29 Financial Services titles by signal score.

Performance

1 day

-1.7%

4 weeks

+0.5%

52 weeks

+29.1%

Risk Metrics

Volatility (30d)

27.6%

Annualized price fluctuation over the last 30 trading days. Higher values mean larger price swings.

Max Drawdown (52w)

-18.2%

Largest decline from peak over the last 52 weeks, the worst-case scenario that actually occurred.

Current Drawdown

-8.2%

How far is the current price below its 52-week high? 0% means at or near the peak.

Sharpe Ratio (1y)

0.99

Return relative to risk taken over 1 year. Values above 1.0 are considered good, above 2.0 excellent.

More Financial Services titles

#28 of 29 Financial Services titles by signal score

Methodology & Background

How the signals are calculated and what they measure

The information presented does not constitute investment advice and should not be construed as a solicitation to buy or sell financial instruments. Past performance is not a reliable indicator of future results. Any investment decision should be based on your own research and, where appropriate, professional advice. Marvin Waraschitz, founder of edgio, currently holds no position in BAER.SW. Methodology & full disclaimer: disclaimer.

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