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Swiss (SMI) Asset Management Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies14
  • 7D0.1%
  • 3M1.5%
  • 1Y-6.0%
  • YTDn/a

Over the last 7 days, the Asset Management industry has remained flat. As for the longer term, the industry has declined 6.3% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025CHF 54.7bCHF 10.1bCHF 2.9b15.9x19.1x5.4x
Fri, 28 Nov 2025CHF 52.6bCHF 10.1bCHF 2.9b15.4x18.4x5.2x
Sun, 26 Oct 2025CHF 52.4bCHF 10.1bCHF 2.9b14.2x18.3x5.2x
Tue, 23 Sep 2025CHF 54.7bCHF 10.1bCHF 2.9b14.6x19.1x5.4x
Thu, 21 Aug 2025CHF 57.1bCHF 9.8bCHF 2.8b25.6x20.5x5.8x
Sat, 19 Jul 2025CHF 57.3bCHF 10.0bCHF 2.9b15.9x19.8x5.7x
Mon, 16 Jun 2025CHF 52.4bCHF 10.0bCHF 2.9b14x18.1x5.2x
Wed, 14 May 2025CHF 58.8bCHF 10.0bCHF 2.9b13.3x20.4x5.9x
Fri, 11 Apr 2025CHF 50.6bCHF 10.0bCHF 2.9b12.4x17.5x5.1x
Sun, 09 Mar 2025CHF 62.8bCHF 9.8bCHF 2.8b19.1x22.8x6.4x
Tue, 04 Feb 2025CHF 65.2bCHF 8.9bCHF 2.0b21x31.8x7.3x
Thu, 02 Jan 2025CHF 58.6bCHF 8.9bCHF 2.0b20.9x28.6x6.6x
Sat, 30 Nov 2024CHF 59.3bCHF 8.9bCHF 2.0b20.8x29x6.7x
Mon, 28 Oct 2024CHF 57.8bCHF 8.9bCHF 2.0b20.6x28.2x6.5x
Wed, 25 Sep 2024CHF 55.1bCHF 8.9bCHF 2.0b18.5x27x6.2x
Fri, 23 Aug 2024CHF 55.2bCHF 9.0bCHF 2.1b15.3x26.5x6.2x
Sun, 21 Jul 2024CHF 54.8bCHF 9.0bCHF 2.1b15.6x25.9x6.1x
Tue, 18 Jun 2024CHF 52.9bCHF 9.0bCHF 2.1b15.6x25.1x5.9x
Thu, 16 May 2024CHF 56.8bCHF 9.0bCHF 2.1b17x26.9x6.3x
Sat, 13 Apr 2024CHF 55.5bCHF 9.0bCHF 2.1b17.2x26.2x6.2x
Mon, 11 Mar 2024CHF 55.7bCHF 9.1bCHF 2.2b19.2x25.4x6.1x
Wed, 07 Feb 2024CHF 51.8bCHF 9.0bCHF 2.1b15.7x24.5x5.7x
Fri, 05 Jan 2024CHF 52.3bCHF 9.8bCHF 2.7b14.8x19.4x5.3x
Sun, 03 Dec 2023CHF 50.8bCHF 9.8bCHF 2.7b13.9x18.9x5.2x
Tue, 31 Oct 2023CHF 46.8bCHF 9.8bCHF 2.7b14.2x17.4x4.8x
Thu, 28 Sep 2023CHF 49.7bCHF 9.8bCHF 2.7b14.4x18.5x5.1x
Sat, 26 Aug 2023CHF 47.1bCHF 9.7bCHF 2.6b16.3x18.3x4.9x
Mon, 24 Jul 2023CHF 47.8bCHF 9.3bCHF 2.2b13.9x21.6x5.1x
Wed, 21 Jun 2023CHF 44.7bCHF 9.4bCHF 2.3b15.1x19.6x4.8x
Fri, 19 May 2023CHF 45.0bCHF 9.4bCHF 2.3b15.3x19.7x4.8x
Sun, 16 Apr 2023CHF 47.2bCHF 9.4bCHF 2.3b17.2x20.8x5x
Tue, 14 Mar 2023CHF 42.8bCHF 9.9bCHF 2.6b15.9x16.5x4.3x
Thu, 09 Feb 2023CHF 48.2bCHF 10.0bCHF 2.7b14.6x17.8x4.8x
Sat, 07 Jan 2023CHF 45.3bCHF 9.9bCHF 2.7b14.8x16.9x4.6x
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 21.8x20242025
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 19.1x which is lower than its 3-year average PE of 21.8x.
  • 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 Market0.21%
Financials0.082%
Capital Markets0.052%
Asset Management0.13%
Diversified Capital Markets0.054%
Investment Banking and Brokerage-0.44%
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 982.400.6%
+CHF 155.6m		-20.1%PE21.3x
EFGN EFG InternationalCHF 19.060.2%
+CHF 12.1m		44.8%PE15.9x
ALPN Alpine SelectCHF 8.950.6%
+CHF 426.1k		16.2%PS97.5x
EEII EEIICHF 2.0411.5%
+CHF 320.8k		-34.2%PE-2.9x

Latest News

EEII
CHF 2.04
EEII
7D
11.5%
1Y
-34.2%
BAER
CHF 62.40
Julius Bär Gruppe
7D
-0.6%
1Y
6.4%

BAER: Future Returns Will Depend On Execution Amid Mixed Earnings Signals

Analysts have nudged their fair value estimate for Julius Bär Gruppe slightly higher to about CHF 63.33 from roughly CHF 63.02, reflecting modestly improved expectations for revenue growth and profit margins despite mixed recent adjustments to Street price targets. Analyst Commentary Recent research updates illustrate a nuanced but broadly supportive stance from the Street, with modest adjustments to price targets and an unchanged positive rating on the shares.
BBN
CHF 10.10
Bellevue Group
7D
-2.9%
1Y
-10.2%

Bellevue Group AG (VTX:BBN) Stock Catapults 27% Though Its Price And Business Still Lag The Industry

Dec 23
Bellevue Group AG (VTX:BBN) Stock Catapults 27% Though Its Price And Business Still Lag The Industry
EFGN
CHF 19.06
EFG International
7D
0.2%
1Y
44.8%

EFGN: Future Outlook Will Balance Revenue Prospects And Execution Risks

Analysts have nudged their price target for EFG International higher to approximately CHF 17.45 from CHF 17.10. This reflects improved expectations for revenue growth and a slightly lower discount rate, despite largely stable profit margin and valuation assumptions.
VONN
CHF 64.30
Vontobel Holding
7D
-0.2%
1Y
1.1%

VONN: Higher Price Expectations Will Shape A Cautious Yet Balanced Near-Term Outlook

Analysts have raised their price target on Vontobel Holding to CHF 64.50 from CHF 63.30, reflecting expectations for stronger revenue growth and slightly improved profitability, along with a modestly lower future valuation multiple. Analyst Commentary Analysts remain balanced in their outlook on Vontobel Holding, with the higher price target reflecting incremental confidence in the firm’s earnings trajectory, but not enough conviction to warrant a more positive rating shift.
PGHN
CHF 982.40
Partners Group Holding
7D
0.6%
1Y
-20.1%

PGHN: Future Profit Margins And Private Markets Expansion Will Drive Upside

Analysts have modestly lowered their price target on Partners Group Holding, trimming fair value from CHF 1,443.58 to CHF 1,400.00. Slightly softer anticipated revenue growth and a lower future P E multiple more than offset expectations for improved profit margins and a marginally reduced discount rate.
VZN
CHF 149.40
VZ Holding
7D
-0.1%
1Y
3.8%

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
HAUTE
CHF 155.90
Haute Capital Partners
7D
-1.2%
1Y
23.9%
ALPN
CHF 8.95
Alpine Select
7D
0.6%
1Y
16.2%
GAM
CHF 0.15
GAM Holding
7D
-1.0%
1Y
67.0%

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