Swiss Diversified Financials Potentially Undervalued Companies

EFG International

Market Cap: CHF 3.3b

Provides private banking, wealth management, and asset management services.

Julius Bär Gruppe

Market Cap: CHF 10.1b

Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

Deutsche Pfandbriefbank

Market Cap: CHF 668.1m

Provides commercial real estate and public investment finance in Europe and the United States of America.

UBS Group

Market Cap: CHF 72.4b

Provides financial advice and solutions to private, institutional, and corporate clients worldwide.

Deutsche Bank

Market Cap: CHF 31.2b

A stock corporation, provides corporate and investment banking, private clients, and asset management products and services in Germany, the United Kingdom, rest of Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

DWS Group GmbH KGaA

Market Cap: CHF 8.1b

Offers asset management services in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

MLP

Market Cap: CHF 711.1m

Provides financial services to private, corporate, and institutional clients in Germany.

Vontobel Holding

Market Cap: CHF 3.1b

Provides various financial services to private and institutional clients in Switzerland, Germany, the United Kingdom, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, Japan, and internationally.

American Express

Market Cap: CHF 191.2b

Operates as integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and Internationally.

UBS Group

Market Cap: CHF 72.4b

Provides financial advice and solutions to private, institutional, and corporate clients worldwide.

Bellevue Group

Market Cap: CHF 112.6m

Provides asset management services in Switzerland, the United Kingdom, Germany, and internationally.

Valartis Group

Market Cap: CHF 36.0m

Provides financial services in Switzerland, Europe, and Russia.

PayPal Holdings

Market Cap: CHF 83.2b

Operates a technology platform that enables digital payments for merchants and consumers worldwide.

Goldman Sachs Group

Market Cap: CHF 195.4b

A financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals in the Americas, Europe, the Middle East, Africa, and Asia.

Berkshire Hathaway

Market Cap: CHF 974.3b

Through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide.

Julius Bär Gruppe

Market Cap: CHF 11.7b

Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

Partners Group Holding

Market Cap: CHF 26.4b

A private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt.

Matador Partners Group

Market Cap: CHF 61.5m

A private equity investment company, invests in the private equity secondary market in Switzerland.

Swissquote Group Holding

Market Cap: CHF 5.5b

Engages in the provision of suite of online financial services to retail investors, affluent investors, and professional and institutional customers worldwide.

Block

Market Cap: CHF 33.4b

Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.

Compagnie Financière Tradition

Market Cap: CHF 1.5b

Operates as an interdealer broker of financial and non-financial products worldwide.

Morgan Stanley

Market Cap: CHF 216.0b

A financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa.

Compagnie Financière Tradition

Market Cap: CHF 1.5b

Operates as an interdealer broker of financial and non-financial products worldwide.

Deutsche Beteiligungs

Market Cap: CHF 466.5m

A private equity and venture capital firm specializing in direct and fund of fund investments.