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JBAXY Dividend DRIP Calculator 2026
3.72% YieldFinancial ServicesJulius Bär Gruppe AG · OTC
Price: $17.84 · Annual div: $0.66/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Annual dividend income growth
💡 What-if scenarios
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🎯 When JBAXY pays your bills
Year your monthly dividend income covers each expense (based on current settings)
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$10,000 in JBAXY → $2.09M in 10 years · $4,960.10/month
About Julius Bär Gruppe AG (JBAXY) — Dividend Analysis 2026
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.
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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 JBAXY Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold JBAXY.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 3.72% | 0.92% | $372 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 3.16% | 0.36% | $316 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.98% | 0.18% | $298 / yr |
| 🇬🇧 UK ISA | 0% | 3.72% | 0.92% | $372 / yr |
| 🇬🇧 UK Taxable | 8.75% | 3.39% | 0.59% | $339 / yr |
| 🇨🇦 TFSA | 0% | 3.72% | 0.92% | $372 / yr |
| 🇨🇦 CA Taxable | 25% | 2.79% | -0.01% | $279 / yr |
| 🇦🇺 Super (pension) | 15% | 3.16% | 0.36% | $316 / yr |
| 🇦🇺 AU Taxable | 30% | 2.60% | -0.20% | $260 / yr |
| 🇩🇪 DE Taxable | 26.375% | 2.74% | -0.06% | $274 / yr |
| 🇫🇷 FR Taxable | 30% | 2.60% | -0.20% | $260 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 JBAXY Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.66/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 JBAXY Dividend Payment Schedule
JBAXY pays quarterly — 4 times per year. Next ex-div: TBD.
📊 JBAXY vs Financial Services Benchmarks
How JBAXY compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for JBAXY sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ JBAXY Insider Activity
No recent SEC filings reported in the last 90 days.Financial Health Scores
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the JBAXY dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Julius Bär Gruppe AG (JBAXY) is currently trading at $17.84, trading near its 52-week high. The current dividend yield is 3.72% based on an annual payout of $0.66 per share.
JBAXY (Julius Bär Gruppe AG) — 3.72% Dividend Yield Analysis
Julius Bär Gruppe AG (JBAXY) is a financial services stock currently trading at $17.84 with a dividend yield of 3.72%. The company pays an annual dividend of $0.66 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, JBAXY has grown its dividend at a compound annual rate of 61.3%.
- Dividend payments are not guaranteed and can be reduced or suspended at any time.
Auto-generated from live market data. For educational purposes only — not financial advice.
Latest JBAXY News
LiveNews aggregated from public sources via Finnhub & RSS. For informational purposes only.