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Swiss (SMI) Asset Management Industry Analysis

UpdatedSep 05, 2025
DataAggregated Company Financials
Companies13
  • 7D-2.6%
  • 3M2.1%
  • 1Y10.2%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 2.6%, driven by a pullback from Partners Group Holding of 4.2%. This takes the industry's 12 month performance to a gain of 10%. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

Has the Swiss Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Sep 2025CHF 56.0bCHF 10.1bCHF 2.9b15.3x19.5x5.6x
Mon, 04 Aug 2025CHF 55.9bCHF 9.8bCHF 2.8b25.3x20.2x5.7x
Wed, 02 Jul 2025CHF 53.7bCHF 10.0bCHF 2.9b14.6x18.6x5.4x
Fri, 30 May 2025CHF 55.3bCHF 10.0bCHF 2.9b14.3x19.1x5.5x
Sun, 27 Apr 2025CHF 53.8bCHF 10.0bCHF 2.9b12.4x18.6x5.4x
Tue, 25 Mar 2025CHF 63.5bCHF 10.0bCHF 2.9b14.4x21.8x6.3x
Thu, 20 Feb 2025CHF 65.0bCHF 9.7bCHF 2.7b16.4x23.7x6.7x
Sat, 18 Jan 2025CHF 62.2bCHF 8.9bCHF 2.0b21.4x30.4x7x
Mon, 16 Dec 2024CHF 59.2bCHF 8.9bCHF 2.0b20.3x28.9x6.7x
Wed, 13 Nov 2024CHF 56.9bCHF 8.9bCHF 2.0b19.8x27.8x6.4x
Fri, 11 Oct 2024CHF 57.3bCHF 8.9bCHF 2.0b19.6x28x6.4x
Sun, 08 Sep 2024CHF 50.5bCHF 8.9bCHF 2.0b15.4x24.8x5.7x
Tue, 06 Aug 2024CHF 49.9bCHF 9.0bCHF 2.0b14.7x24.4x5.6x
Thu, 04 Jul 2024CHF 54.6bCHF 9.0bCHF 2.1b15.5x25.9x6.1x
Sat, 01 Jun 2024CHF 54.9bCHF 9.0bCHF 2.1b15.7x26x6.1x
Mon, 29 Apr 2024CHF 52.8bCHF 9.0bCHF 2.1b16.5x25x5.9x
Wed, 27 Mar 2024CHF 56.6bCHF 9.0bCHF 2.1b18.3x26.9x6.3x
Fri, 23 Feb 2024CHF 54.7bCHF 9.1bCHF 2.2b15.2x24.9x6x
Sun, 21 Jan 2024CHF 50.5bCHF 9.8bCHF 2.7b15.1x18.8x5.1x
Tue, 19 Dec 2023CHF 53.0bCHF 9.8bCHF 2.7b14.2x19.7x5.4x
Thu, 16 Nov 2023CHF 51.0bCHF 9.8bCHF 2.7b13.6x19x5.2x
Sat, 14 Oct 2023CHF 50.0bCHF 9.8bCHF 2.7b14.3x18.6x5.1x
Mon, 11 Sep 2023CHF 49.9bCHF 9.8bCHF 2.7b14.8x18.7x5.1x
Wed, 09 Aug 2023CHF 48.7bCHF 9.6bCHF 2.6b16.6x19x5.1x
Fri, 07 Jul 2023CHF 42.3bCHF 9.3bCHF 2.2b13.3x19x4.5x
Sun, 04 Jun 2023CHF 44.6bCHF 9.4bCHF 2.3b15.1x19.6x4.8x
Tue, 02 May 2023CHF 46.7bCHF 9.4bCHF 2.3b16.4x20.5x5x
Thu, 30 Mar 2023CHF 44.7bCHF 9.4bCHF 2.3b16.7x19.5x4.8x
Sat, 25 Feb 2023CHF 47.1bCHF 9.9bCHF 2.6b15.2x18.1x4.8x
Mon, 23 Jan 2023CHF 46.0bCHF 9.9bCHF 2.7b14.8x17.1x4.6x
Wed, 21 Dec 2022CHF 42.6bCHF 9.9bCHF 2.7b13.9x15.8x4.3x
Fri, 18 Nov 2022CHF 47.0bCHF 9.9bCHF 2.7b14x17.5x4.7x
Sun, 16 Oct 2022CHF 40.2bCHF 9.9bCHF 2.7b10.5x14.8x4x
Tue, 13 Sep 2022CHF 46.7bCHF 10.0bCHF 2.8b11.1x16.9x4.7x
Price to Earnings Ratio

16.9x


Total Market Cap: CHF 46.7bTotal Earnings: CHF 2.8bTotal Revenue: CHF 10.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.5x202320242025
Current Industry PE
  • Investors are relatively neutral on the Swiss Asset Management and Custody Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 21.5x.
  • The industry is trading close to its 3-year average PS ratio of 5.5x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Asset Management and Custody Banks industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

How does Swiss Asset Management compare with similar industries?

CH Market0.92%
Financials-1.01%
Capital Markets-1.16%
Asset Management-2.59%
Investment Banking and Brokerage-0.43%
Diversified Capital Markets-0.43%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VONN Vontobel HoldingCHF 61.500.8%
+CHF 28.2m		15.2%PE13.8x
HAUTE Haute Capital PartnersCHF 164.001.5%
+CHF 2.8m		36.8%PS3298206.9x
ALPN Alpine SelectCHF 8.550.6%
+CHF 430.6k		12.5%PE60.6x

Latest News

PGHN
CHF 1,068.00
Partners Group Holding
7D
-2.7%
1Y
-2.2%

Regulatory Moves And Digital Solutions Will Expand Private Markets

Analyst price target revisions for Partners Group Holding reflect steady operational performance and favorable FX dynamics, offset by concerns around demanding consensus estimates and premium valuation, resulting in an unchanged fair value of CHF1238. Analyst Commentary Bullish analysts cited better than expected exit activity in recent weeks as a driver for price target increases.
VPBN
CHF 87.00
VP Bank
7D
-2.0%
1Y
16.0%
VZN
CHF 179.80
VZ Holding
7D
-0.8%
1Y
47.6%
GAM
CHF 0.10
GAM Holding
7D
-1.0%
1Y
-45.4%
VONN
CHF 61.50
Vontobel Holding
7D
0.8%
1Y
15.2%
BBN
CHF 7.38
Bellevue Group
7D
-1.1%
1Y
-54.6%
EFGN
CHF 15.80
EFG International
7D
-0.6%
1Y
40.6%
BAER
CHF 57.02
Julius Bär Gruppe
7D
-1.2%
1Y
23.1%
ALPN
CHF 8.55
Alpine Select
7D
0.6%
1Y
12.5%
NBEN
CHF 6.25
nebag ag
7D
-0.8%
1Y
-7.4%
HAUTE
CHF 164.00
Haute Capital Partners
7D
1.5%
1Y
36.8%