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Swiss (SMI) Asset Management Industry Analysis

UpdatedAug 22, 2026
DataAggregated Company Financials
Companies14
  • 7D-1.7%
  • 3M1.7%
  • 1Y-9.7%
  • YTDn/a

In the last week, Asset Management has been flat. Unfortunately though, the industry is down 8.2% over the past 12 months. As for the next few years, earnings are expected to grow by 7.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Aug 2026CHF 53.4bCHF 11.9bCHF 4.0b13.4x13.5x4.5x
Tue, 21 Jul 2026CHF 51.4bCHF 10.8bCHF 3.1b16x16.6x4.8x
Thu, 18 Jun 2026CHF 48.0bCHF 10.5bCHF 2.8b15.5x16.9x4.6x
Sat, 16 May 2026CHF 52.5bCHF 10.5bCHF 2.8b17.4x18.5x5x
Mon, 13 Apr 2026CHF 51.4bCHF 10.5bCHF 2.8b16.9x18.2x4.9x
Wed, 11 Mar 2026CHF 50.5bCHF 10.3bCHF 2.8b17.7x18.3x4.9x
Fri, 06 Feb 2026CHF 55.1bCHF 10.1bCHF 2.8b17.9x20x5.5x
Sun, 04 Jan 2026CHF 54.7bCHF 10.1bCHF 2.9b15.9x19.1x5.4x
Tue, 02 Dec 2025CHF 52.1bCHF 10.1bCHF 2.9b15.2x18.2x5.2x
Thu, 30 Oct 2025CHF 52.3bCHF 10.1bCHF 2.9b14.3x18.3x5.2x
Sat, 27 Sep 2025CHF 53.4bCHF 10.1bCHF 2.9b14.2x18.6x5.3x
Mon, 25 Aug 2025CHF 58.0bCHF 9.8bCHF 2.8b26x20.8x5.9x
Wed, 23 Jul 2025CHF 56.6bCHF 9.8bCHF 2.7b16x20.7x5.7x
Fri, 20 Jun 2025CHF 51.4bCHF 10.0bCHF 2.9b14x17.8x5.2x
Sun, 18 May 2025CHF 58.4bCHF 10.0bCHF 2.9b13.3x20.2x5.8x
Tue, 15 Apr 2025CHF 51.3bCHF 10.0bCHF 2.9b12.5x17.8x5.1x
Thu, 13 Mar 2025CHF 61.0bCHF 10.0bCHF 2.9b17.5x20.9x6.1x
Sat, 08 Feb 2025CHF 63.4bCHF 9.6bCHF 2.7b16.8x23.5x6.6x
Mon, 06 Jan 2025CHF 59.3bCHF 8.9bCHF 2.0b20.9x28.9x6.7x
Wed, 04 Dec 2024CHF 59.9bCHF 8.9bCHF 2.0b20.8x29.3x6.7x
Fri, 01 Nov 2024CHF 56.9bCHF 8.9bCHF 2.0b20.6x27.8x6.4x
Sun, 29 Sep 2024CHF 56.9bCHF 8.9bCHF 2.0b18.8x27.8x6.4x
Tue, 27 Aug 2024CHF 55.5bCHF 9.0bCHF 2.1b15.6x26.7x6.2x
Thu, 25 Jul 2024CHF 55.4bCHF 9.0bCHF 2.1b15.6x26.2x6.1x
Sat, 22 Jun 2024CHF 53.3bCHF 9.0bCHF 2.1b15.2x25.2x5.9x
Mon, 20 May 2024CHF 56.2bCHF 9.0bCHF 2.1b16.5x26.6x6.2x
Wed, 17 Apr 2024CHF 55.3bCHF 9.0bCHF 2.1b16.8x26.1x6.1x
Fri, 15 Mar 2024CHF 56.6bCHF 9.1bCHF 2.2b19.3x25.8x6.2x
Sun, 11 Feb 2024CHF 52.7bCHF 9.1bCHF 2.1b15.4x24.8x5.8x
Tue, 09 Jan 2024CHF 52.2bCHF 9.8bCHF 2.7b14.8x19.4x5.3x
Thu, 07 Dec 2023CHF 50.8bCHF 9.8bCHF 2.7b13.8x18.9x5.2x
Sat, 04 Nov 2023CHF 48.6bCHF 9.8bCHF 2.7b14.2x18.1x4.9x
Mon, 02 Oct 2023CHF 50.5bCHF 10.0bCHF 2.7b14.8x18.9x5.1x
Wed, 30 Aug 2023CHF 48.1bCHF 9.7bCHF 2.6b16.1x18.7x5x
Price to Earnings Ratio

18.7x


Total Market Cap: CHF 48.1bTotal Earnings: CHF 2.6bTotal Revenue: CHF 9.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.5x202420252026
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 13.5x which is lower than its 3-year average PE of 21.5x.
  • The 3-year average PS ratio of 5.6x is higher than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 7.1% 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 Market-0.097%
Financials-1.36%
Capital Markets-1.98%
Asset Management-1.69%
Investment Banking and Brokerage3.51%
Diversified Capital Markets-2.41%
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 89.900.1%
+CHF 5.6m		45.9%PE13.3x
REALU RealUnit SchweizCHF 1.392.2%
+CHF 992.8k		12.1%PE5.9x
NBEN nebag agCHF 6.601.5%
+CHF 912.8k		7.3%PE140.8x
BBN Bellevue GroupCHF 7.280.6%
+CHF 532.9k		-8.5%PE27.9x
GAM GAM HoldingCHF 0.080.5%
+CHF 444.8k		-20.0%PS1.8x

Latest News

EFGN
CHF 16.36
EFG International
7D
-5.0%
1Y
1.7%
PGHN
CHF 715.80
Partners Group Holding
7D
-1.6%
1Y
-36.8%
VZN
CHF 175.20
VZ Holding
7D
-0.1%
1Y
-0.9%
VPBN
CHF 92.90
VP Bank
7D
-0.1%
1Y
9.8%
GAM
CHF 0.08
GAM Holding
7D
0.5%
1Y
-20.0%
VONN
CHF 89.90
Vontobel Holding
7D
0.1%
1Y
45.9%
BBN
CHF 7.28
Bellevue Group
7D
0.6%
1Y
-8.5%
BAER
CHF 74.48
Julius Bär Gruppe
7D
-1.7%
1Y
24.9%
ALPN
CHF 9.20
Alpine Select
7D
-0.5%
1Y
10.8%
HBMN
CHF 238.50
HBM Healthcare Investments
7D
-4.4%
1Y
35.7%
NBEN
CHF 6.60
nebag ag
7D
1.5%
1Y
7.3%
REALU
CHF 1.39
RealUnit Schweiz
7D
2.2%
1Y
12.1%
SQL
CHF 3.50
Matador Secondary Private Equity
7D
-9.3%
1Y
-17.6%