VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Julius Baer Gruppe AG vs Berkshire Hathaway Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Julius Baer Gruppe AG

BAER · SIX Swiss Exchange

Market cap (USD)$13.9B
SectorFinancials
CountryCH
Data as of2025-12-30
Moat score
59/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Julius Baer Gruppe AG's moat claims, evidence, and risks.

View BAER analysis

Berkshire Hathaway Inc.

BRK.B · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-30
Moat score
64/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Berkshire Hathaway Inc.'s moat claims, evidence, and risks.

View BRK.B analysis

Comparison highlights

  • Moat score gap: Berkshire Hathaway Inc. leads (64 / 100 vs 59 / 100 for Julius Baer Gruppe AG).
  • Segment focus: Julius Baer Gruppe AG has 1 segment (100% in Wealth Management (Private Banking)); Berkshire Hathaway Inc. has 11 segments (28.3% in Insurance (underwriting + investment income)).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs n/a.
  • Moat breadth: Julius Baer Gruppe AG has 5 moat types across 4 domains; Berkshire Hathaway Inc. has 17 across 4.

Primary market context

Julius Baer Gruppe AG

Wealth Management (Private Banking)

Market

Private banking and wealth management services

Geography

Global (focus: Switzerland, Europe, Asia)

Customer

High-net-worth and ultra-high-net-worth individuals

Role

Wealth manager / private bank (advisory + discretionary mandates)

Revenue share

100%

Berkshire Hathaway Inc.

Insurance (underwriting + investment income)

Market

Insurance and reinsurance (property and casualty + life/health), including float-funded investing

Geography

Global

Customer

Consumers and businesses (policyholders) and insurers (reinsurance cedents)

Role

Underwriter and reinsurer plus investment manager of float

Revenue share

28.3%

Side-by-side metrics

Julius Baer Gruppe AG
Berkshire Hathaway Inc.
Ticker / Exchange
BAER - SIX Swiss Exchange
BRK.B - New York Stock Exchange
Market cap (USD)
$13.9B
n/a
Sector
Financials
Financials
HQ country
CH
US
Primary segment
Wealth Management (Private Banking)
Insurance (underwriting + investment income)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
n/a
Moat score
59 / 100
64 / 100
Moat domains
Demand, Supply, Legal, Financial
Financial, Supply, Demand, Legal
Last update
2025-12-30
2025-12-30

Moat coverage

Shared moat types

Brand TrustService Field NetworkCost Of Capital Advantage

Julius Baer Gruppe AG strengths

Switching Costs GeneralCompliance Advantage

Berkshire Hathaway Inc. strengths

Float PrepaymentCapacity MoatPhysical Network DensityLong Term ContractsConcession LicensePermits Rights Of WayDesign In QualificationCapex Knowhow ScaleIP Choke PointScale Economies Unit CostDistribution ControlTraining Org Change CostsPreferential Input AccessScope Economies

Segment mix

Julius Baer Gruppe AG segments

Full profile >

Wealth Management (Private Banking)

Competitive

100%

Berkshire Hathaway Inc. segments

Full profile >

Insurance (underwriting + investment income)

Competitive

28.3%

BNSF Railway (freight rail transportation)

Oligopoly

6.4%

Berkshire Hathaway Energy (regulated utilities, pipelines, renewables)

Monopoly

7.1%

Industrial products manufacturing (PCC, Lubrizol, IMC, Marmon, etc.)

Oligopoly

9.7%

Building products & housing (Clayton Homes, Shaw, Johns Manville, Benjamin Moore, etc.)

Competitive

7.2%

Consumer products manufacturing (Duracell, Forest River, apparel/footwear, toys, etc.)

Competitive

4%

Service businesses (FlightSafety, NetJets, TTI, Dairy Queen, etc.)

Competitive

5.6%

Retailing businesses (Berkshire Hathaway Automotive, home furnishings, jewelry, See's, etc.)

Competitive

5.2%

Pilot Travel Centers (travel centers + wholesale fuel marketing)

Oligopoly

12.6%

McLane (wholesale distribution to convenience stores and restaurants)

Oligopoly

14%

Holding company capital allocation and investing

Competitive

n/a

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.