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Swiss (SMI) Asset Management Industry Analysis

UpdatedJul 08, 2026
DataAggregated Company Financials
Companies14
  • 7D3.9%
  • 3M-3.8%
  • 1Y-8.7%
  • YTDn/a

The Asset Management industry is up 5.6% in the last week, with Julius Bär Gruppe up 7.7%. In the past year, the industry is down 7.3%. 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
Wed, 08 Jul 2026CHF 50.8bCHF 10.8bCHF 3.1b15.3x16.4x4.7x
Fri, 05 Jun 2026CHF 47.4bCHF 10.5bCHF 2.8b15.3x16.7x4.5x
Sun, 03 May 2026CHF 50.8bCHF 10.5bCHF 2.8b16.7x17.9x4.8x
Tue, 31 Mar 2026CHF 49.1bCHF 10.5bCHF 2.8b15.8x17.4x4.7x
Thu, 26 Feb 2026CHF 51.8bCHF 10.2bCHF 2.7b18.1x18.9x5.1x
Sat, 24 Jan 2026CHF 58.9bCHF 10.1bCHF 2.9b16.7x20.6x5.9x
Mon, 22 Dec 2025CHF 54.3bCHF 10.1bCHF 2.9b15.7x19x5.4x
Wed, 19 Nov 2025CHF 50.8bCHF 10.1bCHF 2.9b14.3x17.8x5x
Fri, 17 Oct 2025CHF 52.7bCHF 10.1bCHF 2.9b14.1x18.4x5.2x
Sun, 14 Sep 2025CHF 56.1bCHF 10.1bCHF 2.9b15.3x19.5x5.6x
Tue, 12 Aug 2025CHF 57.5bCHF 9.8bCHF 2.8b26.2x20.7x5.9x
Thu, 10 Jul 2025CHF 54.7bCHF 10.0bCHF 2.9b15.1x18.9x5.5x
Sat, 07 Jun 2025CHF 55.1bCHF 10.0bCHF 2.9b14.7x19x5.5x
Mon, 05 May 2025CHF 55.1bCHF 10.0bCHF 2.9b12.6x19.1x5.5x
Wed, 02 Apr 2025CHF 60.7bCHF 10.0bCHF 2.9b13.4x21x6.1x
Fri, 28 Feb 2025CHF 62.2bCHF 9.7bCHF 2.7b19.8x22.7x6.4x
Sun, 26 Jan 2025CHF 64.5bCHF 8.9bCHF 2.0b21.4x31.5x7.3x
Tue, 24 Dec 2024CHF 58.0bCHF 8.9bCHF 2.0b20.4x28.3x6.5x
Thu, 21 Nov 2024CHF 56.3bCHF 8.9bCHF 2.0b19.8x27.5x6.3x
Sat, 19 Oct 2024CHF 58.8bCHF 8.9bCHF 2.0b20.4x28.7x6.6x
Mon, 16 Sep 2024CHF 53.7bCHF 8.9bCHF 2.0b15.2x26.3x6x
Wed, 14 Aug 2024CHF 52.5bCHF 8.9bCHF 2.1b14.9x25.2x5.9x
Fri, 12 Jul 2024CHF 56.0bCHF 9.0bCHF 2.1b15.6x26.5x6.2x
Sun, 09 Jun 2024CHF 53.6bCHF 9.0bCHF 2.1b15x25.4x6x
Tue, 07 May 2024CHF 54.5bCHF 9.0bCHF 2.1b16.5x25.8x6.1x
Thu, 04 Apr 2024CHF 55.9bCHF 9.0bCHF 2.1b18.1x26.4x6.2x
Sat, 02 Mar 2024CHF 55.4bCHF 9.1bCHF 2.2b16.4x25.5x6.1x
Mon, 29 Jan 2024CHF 52.1bCHF 9.8bCHF 2.7b15.6x19.3x5.3x
Wed, 27 Dec 2023CHF 53.6bCHF 9.8bCHF 2.7b14.7x19.9x5.5x
Fri, 24 Nov 2023CHF 50.4bCHF 9.8bCHF 2.7b14.2x18.7x5.1x
Sun, 22 Oct 2023CHF 47.0bCHF 9.8bCHF 2.7b13.9x17.5x4.8x
Tue, 19 Sep 2023CHF 50.3bCHF 9.8bCHF 2.7b14.4x18.9x5.1x
Thu, 17 Aug 2023CHF 47.8bCHF 9.6bCHF 2.6b16.5x18.7x5x
Sat, 15 Jul 2023CHF 47.2bCHF 9.3bCHF 2.2b13.9x21.3x5x
Price to Earnings Ratio

21.3x


Total Market Cap: CHF 47.2bTotal Earnings: CHF 2.2bTotal Revenue: CHF 9.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.7x202420252026
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 16.4x which is lower than its 3-year average PE of 21.7x.
  • The 3-year average PS ratio of 5.6x is higher than the industry's current PS ratio of 4.7x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 4.8% 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 Market0.84%
Financials3.04%
Capital Markets4.17%
Asset Management3.93%
Investment Banking and Brokerage8.31%
Diversified Capital Markets3.99%
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 73.925.9%
+CHF 844.6m		35.0%PE19.8x
PGHN Partners Group HoldingCHF 676.202.1%
+CHF 361.0m		-36.0%PE13.8x
VZN VZ HoldingCHF 158.604.8%
+CHF 283.6m		-8.4%PE26.5x
VONN Vontobel HoldingCHF 77.004.9%
+CHF 200.7m		17.9%PE15.3x
HBMN HBM Healthcare InvestmentsCHF 255.508.3%
+CHF 129.5m		55.4%PE6.2x

Latest News

VONN
CHF 77.00
Vontobel Holding
7D
4.9%
1Y
17.9%
Narrative Update • Jul 07

VONN: Neutral Outlook Will Depend On US Expansion And Revised Assumptions

The analyst price target for Vontobel Holding has been adjusted from CHF 68.75 to CHF 71.00. Analysts cite updated fair value estimates and slightly revised assumptions for the discount rate, revenue growth, profit margin, and expected future P/E as the basis for this change.
BAER
CHF 73.92
Julius Bär Gruppe
7D
5.9%
1Y
35.0%
Narrative Update • Jul 06

BAER: Fairly Valued Outlook Hinges On Flow Recovery And Profit Delivery

The fair value estimate for Julius Bär Gruppe has been nudged higher to CHF 70.88 from CHF 69.35, as analysts factor in slightly stronger revenue growth assumptions, a modestly higher future P/E of 14.23x, and a stream of raised price targets ranging from CHF 66 to CHF 81 across recent research updates. Analyst Commentary Recent research on Julius Bär Gruppe shows a mix of optimism and caution, with several firms lifting price targets into the mid to high CHF 70s and CHF 80 region, while at least one downgrade highlights concerns around expectations and execution risk.
PGHN
CHF 676.20
Partners Group Holding
7D
2.1%
1Y
-36.0%
Narrative Update • Jul 02

PGHN: Revised P/E Assumptions Will Support Future Confidence In Fee Resilience

Partners Group Holding's analyst price target has been revised lower to CHF 860 from CHF 960, as analysts factor in more moderate revenue growth expectations, a slightly lower future P/E multiple, and updated sector views from recent research. Analyst Commentary Recent research on Partners Group Holding points to a more cautious stance from equity analysts, with several price target reductions and rating changes shaping how the stock is being framed on valuation, execution risk, and growth expectations.
HBMN
CHF 255.50
HBM Healthcare Investments
7D
8.3%
1Y
55.4%
EFGN
CHF 16.54
EFG International
7D
2.0%
1Y
10.3%
Narrative Update • Jun 24

EFGN: Future Upside Will Rely On Refined P/E And Margin Assumptions

EFG International's analyst fair value estimate has edged higher from CHF 19.30 to CHF 19.55. Analysts point to recent Citi price target revisions around CHF 18.40 to CHF 18.70, as well as updated assumptions on discount rates, profit margins, revenue growth and future P/E, as key drivers behind the refreshed view.
VPBN
CHF 91.50
VP Bank
7D
1.9%
1Y
14.4%
GAM
CHF 0.063
GAM Holding
7D
-6.3%
1Y
-35.9%
HAUTE
CHF 53.90
Haute Capital Partners
7D
-2.7%
1Y
-65.9%
NBEN
CHF 6.05
nebag ag
7D
-0.8%
1Y
-4.0%
REALU
CHF 1.37
RealUnit Schweiz
7D
-0.7%
1Y
11.4%
VZN
CHF 158.60
VZ Holding
7D
4.8%
1Y
-8.4%
SQL
CHF 4.10
Matador Secondary Private Equity
7D
2.5%
1Y
-4.7%