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Swiss (SMI) Asset Management Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies13
  • 7D0.7%
  • 3M-8.8%
  • 1Y7.5%
  • YTDn/a

In the last week, Asset Management has been flat. Furthermore, the industry has been flat for the past year as well. 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
Thu, 09 Apr 2026CHF 51.3bCHF 10.5bCHF 2.8b16.8x18.2x4.9x
Sat, 07 Mar 2026CHF 50.5bCHF 10.3bCHF 2.8b17.8x18.3x4.9x
Mon, 02 Feb 2026CHF 57.3bCHF 10.1bCHF 2.9b16.4x20x5.7x
Wed, 31 Dec 2025CHF 54.7bCHF 10.1bCHF 2.9b15.9x19.1x5.4x
Fri, 28 Nov 2025CHF 52.6bCHF 10.1bCHF 2.9b15.4x18.4x5.2x
Sun, 26 Oct 2025CHF 52.4bCHF 10.1bCHF 2.9b14.2x18.3x5.2x
Tue, 23 Sep 2025CHF 54.7bCHF 10.1bCHF 2.9b14.6x19.1x5.4x
Thu, 21 Aug 2025CHF 57.1bCHF 9.8bCHF 2.8b25.6x20.5x5.8x
Sat, 19 Jul 2025CHF 57.3bCHF 10.0bCHF 2.9b15.9x19.8x5.7x
Mon, 16 Jun 2025CHF 52.4bCHF 10.0bCHF 2.9b14x18.1x5.2x
Wed, 14 May 2025CHF 58.8bCHF 10.0bCHF 2.9b13.3x20.4x5.9x
Fri, 11 Apr 2025CHF 50.6bCHF 10.0bCHF 2.9b12.4x17.5x5.1x
Sun, 09 Mar 2025CHF 62.8bCHF 9.8bCHF 2.8b19.1x22.8x6.4x
Tue, 04 Feb 2025CHF 65.2bCHF 8.9bCHF 2.0b21x31.8x7.3x
Thu, 02 Jan 2025CHF 58.6bCHF 8.9bCHF 2.0b20.9x28.6x6.6x
Sat, 30 Nov 2024CHF 59.3bCHF 8.9bCHF 2.0b20.8x29x6.7x
Mon, 28 Oct 2024CHF 57.8bCHF 8.9bCHF 2.0b20.6x28.2x6.5x
Wed, 25 Sep 2024CHF 55.1bCHF 8.9bCHF 2.0b18.5x27x6.2x
Fri, 23 Aug 2024CHF 55.2bCHF 9.0bCHF 2.1b15.3x26.5x6.2x
Sun, 21 Jul 2024CHF 54.8bCHF 9.0bCHF 2.1b15.6x25.9x6.1x
Tue, 18 Jun 2024CHF 52.9bCHF 9.0bCHF 2.1b15.6x25.1x5.9x
Thu, 16 May 2024CHF 56.8bCHF 9.0bCHF 2.1b17x26.9x6.3x
Sat, 13 Apr 2024CHF 55.5bCHF 9.0bCHF 2.1b17.2x26.2x6.2x
Mon, 11 Mar 2024CHF 55.7bCHF 9.1bCHF 2.2b19.2x25.4x6.1x
Wed, 07 Feb 2024CHF 51.8bCHF 9.0bCHF 2.1b15.7x24.5x5.7x
Fri, 05 Jan 2024CHF 52.3bCHF 9.8bCHF 2.7b14.8x19.4x5.3x
Sun, 03 Dec 2023CHF 50.8bCHF 9.8bCHF 2.7b13.9x18.9x5.2x
Tue, 31 Oct 2023CHF 46.8bCHF 9.8bCHF 2.7b14.2x17.4x4.8x
Thu, 28 Sep 2023CHF 49.7bCHF 9.8bCHF 2.7b14.4x18.5x5.1x
Sat, 26 Aug 2023CHF 47.1bCHF 9.7bCHF 2.6b16.3x18.3x4.9x
Mon, 24 Jul 2023CHF 47.8bCHF 9.3bCHF 2.2b13.9x21.6x5.1x
Wed, 21 Jun 2023CHF 44.7bCHF 9.4bCHF 2.3b15.1x19.6x4.8x
Fri, 19 May 2023CHF 45.0bCHF 9.4bCHF 2.3b15.3x19.7x4.8x
Sun, 16 Apr 2023CHF 47.2bCHF 9.4bCHF 2.3b17.2x20.8x5x
Price to Earnings Ratio

20.8x


Total Market Cap: CHF 47.2bTotal Earnings: CHF 2.3bTotal Revenue: CHF 9.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.9x202420252026
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 17.7x which is lower than its 3-year average PE of 21.9x.
  • 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 7.4% per year over the last three years.
  • Revenues for these companies have grown 3.7% 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 Market0.99%
Financials1.20%
Capital Markets1.99%
Asset Management0.73%
Diversified Capital Markets2.66%
Investment Banking and Brokerage1.88%
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 61.482.2%
+CHF 266.5m		30.6%PE16.5x
EFGN EFG InternationalCHF 17.602.7%
+CHF 137.2m		62.4%PE17.1x
VONN Vontobel HoldingCHF 70.301.0%
+CHF 39.0m		28.5%PE14x
VPBN VP BankCHF 86.801.4%
+CHF 7.5m		10.4%PE11.5x
BBN Bellevue GroupCHF 8.425.0%
+CHF 5.4m		0.2%PE59.7x

Latest News

VPBN
CHF 86.80
VP Bank
7D
1.4%
1Y
10.4%
BAER
CHF 61.48
Julius Bär Gruppe
7D
2.2%
1Y
30.6%

BAER: Future Upside Will Depend On Delivering Against Tightened Execution Assumptions

Analysts have inched their average price target for Julius Bär Gruppe slightly lower, trimming it by about CHF 0.40 as they factor in modestly softer long term revenue growth and profit margin assumptions, while keeping the discount rate and future P/E expectations broadly unchanged. Analyst Commentary Recent research on Julius Bär Gruppe shows a mix of optimism and caution, with several analysts adjusting their price targets in both directions over the past few months.
PGHN
CHF 867.60
Partners Group Holding
7D
-0.07%
1Y
-10.1%

PGHN: Dividend And Private Markets Execution Will Support Future Upside Potential

Analysts have raised their CHF price target on Partners Group by CHF 80, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. These changes leave their fair value view broadly unchanged at CHF 1,400.
BBN
CHF 8.42
Bellevue Group
7D
5.0%
1Y
0.2%
ALPN
CHF 8.90
Alpine Select
7D
1.1%
1Y
25.4%
EFGN
CHF 17.60
EFG International
7D
2.7%
1Y
62.4%

EFGN: Future Returns Will Depend On Margin Discipline As Sentiment Stays Cautiously Optimistic

Analysts have reduced their average price target for EFG International to CHF 18.40 from CHF 19.50. The revised target reflects more cautious expectations and remains close to the modelled fair value of CHF 19.65.
VONN
CHF 70.30
Vontobel Holding
7D
1.0%
1Y
28.5%

VONN: Neutral View Will Depend On Discount Rate And P E Assumptions

Analysts have trimmed their price target for Vontobel Holding by CHF 1, reflecting updated assumptions around the discount rate and forward P/E while keeping fair value and key profitability inputs broadly unchanged. Analyst Commentary Recent research updates on Vontobel Holding show analysts fine tuning their views rather than radically changing them, with modest moves in price targets that reflect adjustments to inputs such as discount rate and forward P/E.
VZN
CHF 153.20
VZ Holding
7D
-1.0%
1Y
3.5%
REALU
CHF 1.42
RealUnit Schweiz
7D
-1.4%
1Y
17.4%
HAUTE
CHF 84.90
Haute Capital Partners
7D
-6.5%
1Y
-35.7%
NBEN
CHF 6.20
nebag ag
7D
5.1%
1Y
0%
GAM
CHF 0.094
GAM Holding
7D
-3.3%
1Y
-6.2%