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Swiss (SMI) Asset Management Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies13
  • 7D-3.3%
  • 3M-1.3%
  • 1Y-5.9%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 3.3%, driven by a pullback from Julius Bär Gruppe of 6.5%. The industry has fallen 5.9% in the last year. Looking forward, 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
Sun, 24 May 2026CHF 50.7bCHF 10.5bCHF 2.8b16.5x17.9x4.8x
Tue, 21 Apr 2026CHF 53.6bCHF 10.5bCHF 2.8b17.1x18.9x5.1x
Thu, 19 Mar 2026CHF 49.6bCHF 10.5bCHF 2.8b16.4x17.6x4.7x
Sat, 14 Feb 2026CHF 54.1bCHF 10.1bCHF 2.8b17.2x19.4x5.3x
Mon, 12 Jan 2026CHF 57.0bCHF 10.1bCHF 2.9b16.6x19.9x5.7x
Wed, 10 Dec 2025CHF 53.1bCHF 10.1bCHF 2.9b15.5x18.6x5.3x
Fri, 07 Nov 2025CHF 50.8bCHF 10.1bCHF 2.9b13.9x17.8x5.1x
Sun, 05 Oct 2025CHF 54.5bCHF 10.1bCHF 2.9b14.2x19x5.4x
Tue, 02 Sep 2025CHF 56.7bCHF 9.9bCHF 2.8b15.3x20.2x5.8x
Thu, 31 Jul 2025CHF 56.6bCHF 9.8bCHF 2.8b25.8x20.4x5.7x
Sat, 28 Jun 2025CHF 53.4bCHF 10.0bCHF 2.9b14.7x18.5x5.4x
Mon, 26 May 2025CHF 54.3bCHF 10.0bCHF 2.9b13.4x18.8x5.4x
Wed, 23 Apr 2025CHF 51.7bCHF 10.0bCHF 2.9b12.2x17.9x5.2x
Fri, 21 Mar 2025CHF 63.1bCHF 10.0bCHF 2.9b15.9x21.6x6.3x
Sun, 16 Feb 2025CHF 65.0bCHF 9.7bCHF 2.7b16.4x23.7x6.7x
Tue, 14 Jan 2025CHF 60.1bCHF 8.9bCHF 2.0b21x29.3x6.8x
Thu, 12 Dec 2024CHF 60.2bCHF 8.9bCHF 2.0b20.3x29.4x6.8x
Sat, 09 Nov 2024CHF 57.2bCHF 8.9bCHF 2.0b21x27.9x6.4x
Mon, 07 Oct 2024CHF 57.1bCHF 8.9bCHF 2.0b21x27.9x6.4x
Wed, 04 Sep 2024CHF 51.6bCHF 8.9bCHF 2.0b15.5x25.3x5.8x
Fri, 02 Aug 2024CHF 53.8bCHF 9.0bCHF 2.0b16.1x26.2x6x
Sun, 30 Jun 2024CHF 53.2bCHF 9.0bCHF 2.1b15.1x25.2x5.9x
Tue, 28 May 2024CHF 55.9bCHF 9.0bCHF 2.1b16.3x26.4x6.2x
Thu, 25 Apr 2024CHF 52.6bCHF 9.0bCHF 2.1b16.5x24.9x5.8x
Sat, 23 Mar 2024CHF 56.9bCHF 9.0bCHF 2.1b18.6x27x6.3x
Mon, 19 Feb 2024CHF 54.6bCHF 9.1bCHF 2.1b16x25.7x6x
Wed, 17 Jan 2024CHF 50.5bCHF 9.8bCHF 2.7b14.9x18.8x5.1x
Fri, 15 Dec 2023CHF 53.0bCHF 9.8bCHF 2.7b14.3x19.7x5.4x
Sun, 12 Nov 2023CHF 48.5bCHF 9.8bCHF 2.7b13.3x18x4.9x
Tue, 10 Oct 2023CHF 49.5bCHF 9.8bCHF 2.7b14.5x18.5x5x
Thu, 07 Sep 2023CHF 50.2bCHF 9.7bCHF 2.6b14.7x19.5x5.2x
Sat, 05 Aug 2023CHF 49.1bCHF 9.6bCHF 2.6b16.7x19.2x5.1x
Mon, 03 Jul 2023CHF 44.4bCHF 9.3bCHF 2.2b13.9x20x4.7x
Wed, 31 May 2023CHF 43.8bCHF 9.4bCHF 2.3b15.1x19.2x4.7x
Price to Earnings Ratio

19.2x


Total Market Cap: CHF 43.8bTotal Earnings: CHF 2.3bTotal Revenue: CHF 9.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.8x202420252026
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 17.9x which is lower than its 3-year average PE of 21.8x.
  • The 3-year average PS ratio of 5.6x is higher than the industry's current PS ratio of 4.8x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 7.5% per year over the last three years.
  • Revenues for these companies have grown 3.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Swiss Asset Management compare with similar industries?

CH Market1.83%
Financials0.56%
Capital Markets1.19%
Asset Management-3.35%
Investment Banking and Brokerage4.70%
Diversified Capital Markets3.11%
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
VZN VZ HoldingCHF 147.800.8%
+CHF 47.3m		-14.6%PE24.7x
VONN Vontobel HoldingCHF 69.101.0%
+CHF 39.0m		10.6%PE13.8x
VPBN VP BankCHF 85.302.0%
+CHF 10.6m		2.5%PE11.3x
GAM GAM HoldingCHF 0.0687.6%
+CHF 5.2m		-32.2%PS1.5x
BBN Bellevue GroupCHF 7.423.1%
+CHF 2.9m		-20.4%PE52.6x

Latest News

EFGN
CHF 16.44
EFG International
7D
-4.9%
1Y
24.0%
HAUTE
CHF 70.00
Haute Capital Partners
7D
-12.6%
1Y
-51.7%
REALU
CHF 1.44
RealUnit Schweiz
7D
-0.7%
1Y
16.1%
PGHN
CHF 858.80
Partners Group Holding
7D
-3.0%
1Y
-19.8%
Narrative Update • May 19

PGHN: Dividend And Diversified Private Markets Platform Will Support Future Upside

Analysts have reduced their fair value estimate for Partners Group Holding from CHF 1,400 to CHF 1,300. This reflects a lower average price target on the stock after recent cuts and downgrades in Street research.
VONN
CHF 69.10
Vontobel Holding
7D
1.0%
1Y
10.6%
Narrative Update • May 15

VONN: Neutral Outlook Will Rely On Discount Rate And P E Assumptions

Analysts have maintained their CHF 68.75 price target for Vontobel Holding, using a slightly lower discount rate and marginally adjusted long term assumptions on revenue growth, profit margin and future P/E to support the unchanged valuation. Valuation Changes Fair Value: CHF 68.75 remains unchanged, so the updated assumptions still point to the same indicative value.
BAER
CHF 63.38
Julius Bär Gruppe
7D
-6.5%
1Y
19.0%
Narrative Update • May 15

BAER: Future Returns Will Depend On Balanced Execution After Cautious CHF 72 Revisions

Analysts have nudged up the price target for Julius Bär Gruppe, with recent moves such as Citi lifting its target to CHF 72 from CHF 67.50 and Morgan Stanley adjusting to CHF 59 from CHF 58. These changes reflect updated assumptions on fair value, discount rate and earnings multiples.
GAM
CHF 0.068
GAM Holding
7D
7.6%
1Y
-32.2%
VPBN
CHF 85.30
VP Bank
7D
2.0%
1Y
2.5%
NBEN
CHF 6.30
nebag ag
7D
0.8%
1Y
0.8%
VZN
CHF 147.80
VZ Holding
7D
0.8%
1Y
-14.6%
BBN
CHF 7.42
Bellevue Group
7D
3.1%
1Y
-20.4%
SQL
CHF 4.00
Matador Secondary Private Equity
7D
-2.0%
1Y
-7.0%