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Swiss (SMI) Asset Management Industry Analysis

UpdatedFeb 16, 2025
DataAggregated Company Financials
Companies16
  • 7D2.6%
  • 3M14.4%
  • 1Y18.6%
  • YTDn/a

Over the last 7 days, the Asset Management industry has risen 2.6%, driven by gains from Partners Group Holding of 2.6%. This means that the industry has gained 19% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Fri, 28 Apr 2023CHF 45.9bCHF 9.4bCHF 2.3b16.4x20.2x4.9x
Sun, 26 Mar 2023CHF 44.7bCHF 9.4bCHF 2.3b17.4x19.5x4.8x
Tue, 21 Feb 2023CHF 47.8bCHF 9.9bCHF 2.6b15x18.4x4.8x
Thu, 19 Jan 2023CHF 46.8bCHF 9.9bCHF 2.7b14.8x17.4x4.7x
Sat, 17 Dec 2022CHF 43.3bCHF 9.9bCHF 2.7b13.9x16.1x4.4x
Mon, 14 Nov 2022CHF 49.6bCHF 9.9bCHF 2.7b14x18.5x5x
Wed, 12 Oct 2022CHF 39.5bCHF 9.9bCHF 2.7b10.9x14.6x4x
Fri, 09 Sep 2022CHF 45.7bCHF 10.0bCHF 2.8b10.8x16.5x4.6x
Sun, 07 Aug 2022CHF 47.3bCHF 10.2bCHF 3.2b10.6x14.8x4.6x
Tue, 05 Jul 2022CHF 42.5bCHF 10.5bCHF 3.4b10x12.5x4.1x
Thu, 02 Jun 2022CHF 48.1bCHF 10.5bCHF 3.4b11x14.1x4.6x
Sat, 30 Apr 2022CHF 49.1bCHF 10.5bCHF 3.4b11.1x14.4x4.7x
Mon, 28 Mar 2022CHF 52.8bCHF 10.5bCHF 3.4b10.6x15.5x5x
Wed, 23 Feb 2022CHF 56.2bCHF 9.6bCHF 3.0b10.9x18.5x5.8x
Price to Earnings Ratio

18.5x


Total Market Cap: CHF 56.2bTotal Earnings: CHF 3.0bTotal Revenue: CHF 9.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 20.6x202320242025
Current Industry PE
  • Investors are optimistic on the Swiss Asset Management and Custody Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 23.7x which is higher than its 3-year average PE of 20.6x.
  • The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 6.7x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 3.3% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Swiss Asset Management compare with similar industries?

CH Market1.89%
Financials0.23%
Capital Markets0.63%
Asset Management2.63%
Investment Banking and Brokerage1.91%
Financial Exchanges and Data0%0
Diversified Capital Markets-0.79%
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 1.42k2.6%
+CHF 952.9m		15.7%PE38.7x
BAER Julius Bär GruppeCHF 59.323.7%
+CHF 434.3m		20.0%PE11.9x
EFGN EFG InternationalCHF 14.383.0%
+CHF 127.2m		22.1%PE14.5x
VONN Vontobel HoldingCHF 66.702.5%
+CHF 89.1m		24.7%PE14x
VZN VZ HoldingCHF 159.401.0%
+CHF 63.2m		44.6%PE31.1x
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Latest News

VPBN

CHF 80.00

VP Bank

7D

-1.2%

1Y

-16.5%

VONN

CHF 66.70

Vontobel Holding

7D

2.5%

1Y

24.7%

Vontobel Holding AG (VTX:VONN) Released Earnings Last Week And Analysts Lifted Their Price Target To CHF62.33

Feb 12
Vontobel Holding AG (VTX:VONN) Released Earnings Last Week And Analysts Lifted Their Price Target To CHF62.33

BAER

CHF 59.32

Julius Bär Gruppe

7D

3.7%

1Y

20.0%

PGHN

CHF 1,422.50

Partners Group Holding

7D

2.6%

1Y

15.7%

BBN

CHF 14.35

Bellevue Group

7D

1.4%

1Y

-39.2%

EEII

CHF 1.50

EEII

7D

-50.0%

1Y

-43.6%

HAUTE

CHF 133.00

Haute Capital Partners

7D

1.1%

1Y

27.3%

VZN

CHF 159.40

VZ Holding

7D

1.0%

1Y

44.6%

EFGN

CHF 14.38

EFG International

7D

3.0%

1Y

22.1%

ALPN

CHF 7.60

Alpine Select

7D

1.3%

1Y

0%