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Swiss (SMI) Asset Management Industry Analysis

UpdatedDec 08, 2025
DataAggregated Company Financials
Companies13
  • 7D1.1%
  • 3M-5.3%
  • 1Y-11.6%
  • YTDn/a

Over the last 7 days, the Asset Management industry has remained flat. As for the longer term, the industry has declined 12% in the last year. Looking forward, 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
Mon, 08 Dec 2025CHF 52.7bCHF 10.1bCHF 2.9b15.4x18.4x5.2x
Wed, 05 Nov 2025CHF 51.5bCHF 10.1bCHF 2.9b13.9x18x5.1x
Fri, 03 Oct 2025CHF 54.0bCHF 10.1bCHF 2.9b14.1x18.8x5.4x
Sun, 31 Aug 2025CHF 56.8bCHF 9.9bCHF 2.8b15.5x20.3x5.8x
Tue, 29 Jul 2025CHF 56.2bCHF 9.8bCHF 2.8b25.7x20.3x5.7x
Thu, 26 Jun 2025CHF 52.1bCHF 10.0bCHF 2.9b14.3x18x5.2x
Sat, 24 May 2025CHF 54.3bCHF 10.0bCHF 2.9b13.4x18.8x5.4x
Mon, 21 Apr 2025CHF 51.9bCHF 10.0bCHF 2.9b12.3x18x5.2x
Wed, 19 Mar 2025CHF 62.4bCHF 10.0bCHF 2.9b17.7x21.4x6.2x
Fri, 14 Feb 2025CHF 64.5bCHF 9.7bCHF 2.7b16.3x23.5x6.7x
Sun, 12 Jan 2025CHF 61.2bCHF 8.9bCHF 2.0b20.4x29.9x6.9x
Tue, 10 Dec 2024CHF 60.0bCHF 8.9bCHF 2.0b20.8x29.3x6.8x
Thu, 07 Nov 2024CHF 57.2bCHF 8.9bCHF 2.0b20.4x27.9x6.4x
Sat, 05 Oct 2024CHF 57.1bCHF 8.9bCHF 2.0b21x27.9x6.4x
Mon, 02 Sep 2024CHF 55.0bCHF 9.0bCHF 2.1b15.5x26.4x6.1x
Wed, 31 Jul 2024CHF 53.4bCHF 9.0bCHF 2.0b16.2x26.1x6x
Fri, 28 Jun 2024CHF 52.9bCHF 9.0bCHF 2.1b15.2x25.1x5.9x
Sun, 26 May 2024CHF 56.1bCHF 9.0bCHF 2.1b16.3x26.5x6.2x
Tue, 23 Apr 2024CHF 52.5bCHF 9.0bCHF 2.1b16x24.8x5.8x
Thu, 21 Mar 2024CHF 55.2bCHF 9.0bCHF 2.1b19.6x26.2x6.1x
Sat, 17 Feb 2024CHF 54.6bCHF 9.1bCHF 2.1b16x25.7x6x
Mon, 15 Jan 2024CHF 51.6bCHF 9.8bCHF 2.7b15.2x19.2x5.3x
Wed, 13 Dec 2023CHF 51.1bCHF 9.8bCHF 2.7b13.8x19x5.2x
Fri, 10 Nov 2023CHF 48.8bCHF 9.8bCHF 2.7b14.1x18.1x5x
Sun, 08 Oct 2023CHF 50.1bCHF 9.8bCHF 2.7b14.6x18.7x5.1x
Tue, 05 Sep 2023CHF 48.9bCHF 9.7bCHF 2.6b15.4x19x5.1x
Thu, 03 Aug 2023CHF 48.6bCHF 9.6bCHF 2.3b16.9x21.1x5.1x
Sat, 01 Jul 2023CHF 44.4bCHF 9.4bCHF 2.2b14.5x19.9x4.7x
Mon, 29 May 2023CHF 43.9bCHF 9.4bCHF 2.3b15.3x19.2x4.7x
Wed, 26 Apr 2023CHF 46.3bCHF 9.4bCHF 2.3b16.9x20.4x4.9x
Fri, 24 Mar 2023CHF 45.3bCHF 9.4bCHF 2.3b18.7x19.7x4.8x
Sun, 19 Feb 2023CHF 47.9bCHF 9.9bCHF 2.6b14.9x18.4x4.9x
Tue, 17 Jan 2023CHF 46.7bCHF 9.9bCHF 2.7b14.6x17.4x4.7x
Thu, 15 Dec 2022CHF 45.3bCHF 9.9bCHF 2.7b14.1x16.9x4.6x
Price to Earnings Ratio

16.9x


Total Market Cap: CHF 45.3bTotal Earnings: CHF 2.7bTotal Revenue: CHF 9.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.7x202320242025
Current Industry PE
  • Investors are pessimistic on the Swiss Asset Management and Custody Banks industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 18.4x which is lower than its 3-year average PE of 21.7x.
  • The industry is trading close to its 3-year average PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 2.1% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does Swiss Asset Management compare with similar industries?

CH Market0.59%
Financials0.52%
Capital Markets3.36%
Asset Management1.10%
Diversified Capital Markets5.13%
Investment Banking and Brokerage-2.66%
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 956.801.5%
+CHF 357.9m		-26.3%PE20.7x
BAER Julius Bär GruppeCHF 57.981.0%
+CHF 122.9m		-2.1%PE13.7x
EFGN EFG InternationalCHF 18.481.5%
+CHF 84.4m		51.7%PE15.4x
VONN Vontobel HoldingCHF 61.200.5%
+CHF 16.9m		-1.0%PE13.7x
BBN Bellevue GroupCHF 9.488.2%
+CHF 9.6m		-18.3%PE65.7x

Latest News

VONN
CHF 61.20
Vontobel Holding
7D
0.5%
1Y
-1.0%
PGHN
CHF 956.80
Partners Group Holding
7D
1.5%
1Y
-26.3%

PGHN: Recent Upward Price Revision Will Drive Confidence In Resilient Performance

Analysts have marginally adjusted their price targets for Partners Group Holding. This reflects a modest increase of CHF 50 and a slight decrease of CHF 1 from recent research, as they factor in updated profitability expectations and market conditions.
BAER
CHF 57.98
Julius Bär Gruppe
7D
1.0%
1Y
-2.1%

BAER: Rising Confidence In Earnings Momentum Will Drive Positive Outlook

Narrative Update on Julius Bär Gruppe Analysts have raised their fair value estimate for Julius Bär Gruppe by approximately CHF 1.27, citing improved revenue growth forecasts and stronger profit margins as key drivers for the higher target. Analyst Commentary Recent updates from market analysts reflect a growing optimism about Julius Bär Gruppe's performance and outlook.
VZN
CHF 147.20
VZ Holding
7D
-0.3%
1Y
4.0%

What VZ Holding AG's (VTX:VZN) P/E Is Not Telling You

Nov 14
What VZ Holding AG's (VTX:VZN) P/E Is Not Telling You
VPBN
CHF 82.60
VP Bank
7D
1.2%
1Y
7.0%
EFGN
CHF 18.48
EFG International
7D
1.5%
1Y
51.7%

EFGN: Updated Financial Outlook Will Balance Opportunities And Risks Ahead

Analysts have increased their price target for EFG International from CHF 16.85 to CHF 17.10. This change reflects modest improvements in expected revenue growth and a slightly higher discount rate.
HAUTE
CHF 160.00
Haute Capital Partners
7D
-1.5%
1Y
24.5%
BBN
CHF 9.48
Bellevue Group
7D
8.2%
1Y
-18.3%
ALPN
CHF 8.75
Alpine Select
7D
-1.1%
1Y
18.2%
GAM
CHF 0.15
GAM Holding
7D
-3.8%
1Y
50.0%

GAM Holding AG's (VTX:GAM) 39% Price Boost Is Out Of Tune With Revenues

Sep 26
GAM Holding AG's (VTX:GAM) 39% Price Boost Is Out Of Tune With Revenues