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Swiss (SMI) Asset Management Industry Analysis

UpdatedMay 31, 2025
DataAggregated Company Financials
Companies15
  • 7D2.6%
  • 3M-10.2%
  • 1Y1.1%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 5.2%, driven by a pullback from Partners Group Holding of 7.2%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 May 2025CHF 55.8bCHF 10.0bCHF 2.9b14.5x19.3x5.6x
Mon, 28 Apr 2025CHF 53.8bCHF 10.0bCHF 2.9b12.4x18.6x5.4x
Wed, 26 Mar 2025CHF 63.9bCHF 10.0bCHF 2.9b14.4x21.9x6.4x
Fri, 21 Feb 2025CHF 64.0bCHF 9.7bCHF 2.7b16.4x23.3x6.6x
Sun, 19 Jan 2025CHF 62.2bCHF 8.9bCHF 2.0b21.4x30.4x7x
Tue, 17 Dec 2024CHF 59.4bCHF 8.9bCHF 2.0b20.3x29x6.7x
Thu, 14 Nov 2024CHF 56.4bCHF 8.9bCHF 2.0b19.8x27.5x6.3x
Sat, 12 Oct 2024CHF 57.7bCHF 8.9bCHF 2.0b19.6x28.2x6.5x
Mon, 09 Sep 2024CHF 50.5bCHF 8.9bCHF 2.0b15.4x24.8x5.7x
Wed, 07 Aug 2024CHF 50.0bCHF 9.0bCHF 2.0b14.7x24.4x5.6x
Fri, 05 Jul 2024CHF 55.1bCHF 9.0bCHF 2.1b15.5x26.1x6.1x
Sun, 02 Jun 2024CHF 55.0bCHF 9.0bCHF 2.1b15.7x26x6.1x
Tue, 30 Apr 2024CHF 53.2bCHF 9.0bCHF 2.1b16.5x25.1x5.9x
Thu, 28 Mar 2024CHF 56.3bCHF 9.0bCHF 2.1b18.2x26.7x6.2x
Sat, 24 Feb 2024CHF 55.0bCHF 9.1bCHF 2.2b15.2x25x6x
Mon, 22 Jan 2024CHF 50.5bCHF 9.8bCHF 2.7b15.1x18.8x5.1x
Wed, 20 Dec 2023CHF 53.5bCHF 9.8bCHF 2.7b14.3x19.9x5.4x
Fri, 17 Nov 2023CHF 51.0bCHF 9.8bCHF 2.7b13.6x19x5.2x
Sun, 15 Oct 2023CHF 50.0bCHF 9.8bCHF 2.7b14.3x18.6x5.1x
Tue, 12 Sep 2023CHF 50.0bCHF 9.8bCHF 2.7b14.7x18.8x5.1x
Thu, 10 Aug 2023CHF 48.5bCHF 9.6bCHF 2.6b16.8x18.9x5x
Sat, 08 Jul 2023CHF 42.9bCHF 9.3bCHF 2.2b13.5x19.3x4.6x
Mon, 05 Jun 2023CHF 44.6bCHF 9.4bCHF 2.3b15.1x19.6x4.8x
Wed, 03 May 2023CHF 45.8bCHF 9.4bCHF 2.3b16x20.1x4.9x
Fri, 31 Mar 2023CHF 45.5bCHF 9.4bCHF 2.3b17x19.8x4.8x
Sun, 26 Feb 2023CHF 47.1bCHF 9.9bCHF 2.6b14.8x18x4.8x
Tue, 24 Jan 2023CHF 46.5bCHF 9.9bCHF 2.7b14.6x17.3x4.7x
Thu, 22 Dec 2022CHF 43.6bCHF 9.9bCHF 2.7b13.9x16.2x4.4x
Sat, 19 Nov 2022CHF 47.0bCHF 9.9bCHF 2.7b13.9x17.5x4.7x
Mon, 17 Oct 2022CHF 40.2bCHF 9.9bCHF 2.7b10.5x14.8x4x
Wed, 14 Sep 2022CHF 46.7bCHF 10.0bCHF 2.8b11.1x16.9x4.7x
Fri, 12 Aug 2022CHF 49.2bCHF 10.2bCHF 3.2b10.8x15.4x4.8x
Sun, 10 Jul 2022CHF 43.8bCHF 10.5bCHF 3.4b10.1x12.9x4.2x
Tue, 07 Jun 2022CHF 48.3bCHF 10.5bCHF 3.4b10.9x14.2x4.6x
Price to Earnings Ratio

14.2x


Total Market Cap: CHF 48.3bTotal Earnings: CHF 3.4bTotal Revenue: CHF 10.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.1x202320242025
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 21.0x.
  • The industry is trading close to its 3-year average PS ratio of 5.4x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 5.3% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Swiss Asset Management compare with similar industries?

CH Market0.54%
Financials0.51%
Capital Markets1.42%
Asset Management2.62%
Investment Banking and Brokerage3.48%
Diversified Capital Markets0.38%
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
PGHN Partners Group HoldingCHF 1.10k2.9%
+CHF 803.0m		-8.6%PE25.3x
EFGN EFG InternationalCHF 14.6410.4%
+CHF 413.1m		20.6%PE14.5x
BAER Julius Bär GruppeCHF 54.121.7%
+CHF 180.3m		0.07%PE10.8x
VZN VZ HoldingCHF 174.600.9%
+CHF 63.2m		55.9%PE31.6x
HAUTE Haute Capital PartnersCHF 148.302.3%
+CHF 3.7m		24.9%PS2982463.9x
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