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Swiss (SMI) Asset Management Industry Analysis

UpdatedFeb 20, 2026
DataAggregated Company Financials
Companies14
  • 7D0.1%
  • 3M4.5%
  • 1Y-15.6%
  • YTDn/a

Over the last 7 days, the Asset Management industry has risen 1.6%, driven by gains from Julius Bär Gruppe of 3.2%. However, the industry is down 13% over 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
Fri, 20 Feb 2026CHF 53.7bCHF 10.2bCHF 2.7b17.7x19.5x5.2x
Sun, 18 Jan 2026CHF 60.0bCHF 10.1bCHF 2.9b17.1x21x6x
Tue, 16 Dec 2025CHF 53.6bCHF 10.1bCHF 2.9b15.4x18.7x5.3x
Thu, 13 Nov 2025CHF 53.0bCHF 10.1bCHF 2.9b14.4x18.6x5.3x
Sat, 11 Oct 2025CHF 53.6bCHF 10.0bCHF 2.9b14.4x18.7x5.3x
Mon, 08 Sep 2025CHF 55.8bCHF 10.1bCHF 2.9b15.2x19.4x5.6x
Wed, 06 Aug 2025CHF 55.5bCHF 9.8bCHF 2.8b25.1x20x5.6x
Fri, 04 Jul 2025CHF 53.9bCHF 10.0bCHF 2.9b14.7x18.6x5.4x
Sun, 01 Jun 2025CHF 55.8bCHF 10.0bCHF 2.9b14.5x19.3x5.6x
Tue, 29 Apr 2025CHF 53.9bCHF 10.0bCHF 2.9b12.4x18.6x5.4x
Thu, 27 Mar 2025CHF 63.3bCHF 10.0bCHF 2.9b13.9x21.7x6.3x
Sat, 22 Feb 2025CHF 64.1bCHF 9.7bCHF 2.7b16.4x23.4x6.6x
Mon, 20 Jan 2025CHF 62.2bCHF 8.9bCHF 2.0b21.4x30.4x7x
Wed, 18 Dec 2024CHF 59.1bCHF 8.9bCHF 2.0b20.3x28.9x6.6x
Fri, 15 Nov 2024CHF 57.2bCHF 8.9bCHF 2.0b19.8x27.9x6.4x
Sun, 13 Oct 2024CHF 57.7bCHF 8.9bCHF 2.0b19.6x28.2x6.5x
Tue, 10 Sep 2024CHF 51.3bCHF 8.9bCHF 2.0b15.5x25.1x5.8x
Thu, 08 Aug 2024CHF 51.4bCHF 9.0bCHF 2.0b15.1x25.1x5.7x
Sat, 06 Jul 2024CHF 55.4bCHF 9.0bCHF 2.1b15.5x26.2x6.2x
Mon, 03 Jun 2024CHF 55.0bCHF 9.0bCHF 2.1b15.7x26x6.1x
Wed, 01 May 2024CHF 52.9bCHF 9.0bCHF 2.1b15.8x25x5.9x
Fri, 29 Mar 2024CHF 56.5bCHF 9.0bCHF 2.1b18.2x26.7x6.3x
Sun, 25 Feb 2024CHF 55.0bCHF 9.1bCHF 2.2b15.2x25x6x
Tue, 23 Jan 2024CHF 51.2bCHF 9.8bCHF 2.7b15.4x19x5.2x
Thu, 21 Dec 2023CHF 53.4bCHF 9.8bCHF 2.7b14.6x19.8x5.4x
Sat, 18 Nov 2023CHF 51.8bCHF 9.8bCHF 2.7b13.5x19.2x5.3x
Mon, 16 Oct 2023CHF 50.0bCHF 9.8bCHF 2.7b14.3x18.6x5.1x
Wed, 13 Sep 2023CHF 50.3bCHF 9.8bCHF 2.7b14.5x18.9x5.1x
Fri, 11 Aug 2023CHF 49.4bCHF 9.6bCHF 2.6b17x19.3x5.1x
Sun, 09 Jul 2023CHF 42.9bCHF 9.3bCHF 2.2b13.5x19.4x4.6x
Tue, 06 Jun 2023CHF 44.3bCHF 9.4bCHF 2.3b15x19.4x4.7x
Thu, 04 May 2023CHF 46.1bCHF 9.4bCHF 2.3b16.1x20.2x4.9x
Sat, 01 Apr 2023CHF 46.0bCHF 9.4bCHF 2.3b17.2x20x4.9x
Mon, 27 Feb 2023CHF 47.1bCHF 9.9bCHF 2.6b14.8x18x4.8x
Price to Earnings Ratio

18x


Total Market Cap: CHF 47.1bTotal Earnings: CHF 2.6bTotal Revenue: CHF 9.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.9x202420252026
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 19.7x which is lower than its 3-year average PE of 21.9x.
  • 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 2.0% 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 Market1.80%
Financials0.92%
Capital Markets0.98%
Asset Management0.11%
Diversified Capital Markets1.55%
Investment Banking and Brokerage-0.37%
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
BAER Julius Bär GruppeCHF 65.943.1%
+CHF 410.0m		12.0%PE17.7x
VZN VZ HoldingCHF 147.002.2%
+CHF 126.2m		-8.4%PE25.5x
EFGN EFG InternationalCHF 19.041.6%
+CHF 90.6m		36.6%PE17.7x
VONN Vontobel HoldingCHF 70.302.2%
+CHF 83.6m		6.0%PE14x
GAM GAM HoldingCHF 0.1411.2%
+CHF 15.1m		30.4%PS2.4x

Latest News

VPBN
CHF 86.40
VP Bank
7D
1.2%
1Y
7.7%
EFGN
CHF 19.04
EFG International
7D
1.6%
1Y
36.6%
GAM
CHF 0.14
GAM Holding
7D
11.2%
1Y
30.4%
VONN
CHF 70.30
Vontobel Holding
7D
2.2%
1Y
6.0%

Vontobel Holding (VTX:VONN) Is Due To Pay A Dividend Of CHF3.00

Feb 12
Vontobel Holding (VTX:VONN) Is Due To Pay A Dividend Of CHF3.00
BBN
CHF 11.30
Bellevue Group
7D
2.3%
1Y
-15.7%
BAER
CHF 65.94
Julius Bär Gruppe
7D
3.1%
1Y
12.0%

BAER: Future Returns Will Depend On Steady Execution And Abu Dhabi Expansion

Analysts have inched their average price target for Julius Bär Gruppe higher by roughly CHF 2 as they factor in updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, following a series of recent target tweaks from major banks. Analyst Commentary Recent target moves for Julius Bär Gruppe show a cluster of upward revisions, with only one modest reduction in the period.
PGHN
CHF 928.20
Partners Group Holding
7D
-2.1%
1Y
-33.6%

PGHN: Hospitality And Private Markets Expansion Will Support Future Upside Potential

Analysts have lifted their price target on Partners Group Holding by CHF 80, reflecting updated assumptions for slightly higher revenue growth, a modestly lower discount rate, and a somewhat reduced future P/E multiple, while keeping fair value broadly unchanged at CHF 1,400. Analyst Commentary Recent research points to a constructive tone around Partners Group Holding, with price target adjustments framed around refined assumptions on revenue, discount rates, and future valuation multiples, rather than a shift in the CHF 1,400 fair value anchor.
HAUTE
CHF 114.00
Haute Capital Partners
7D
-8.4%
1Y
-15.1%
VZN
CHF 147.00
VZ Holding
7D
2.2%
1Y
-8.4%

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
NBEN
CHF 6.10
nebag ag
7D
1.7%
1Y
-7.6%
REALU
CHF 1.53
RealUnit Schweiz
7D
-0.6%
1Y
27.5%