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Swiss (SMI) Asset Management Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies13
  • 7D2.5%
  • 3M-7.7%
  • 1Y-7.7%
  • YTDn/a

In the last week, the Asset Management industry is up 2.7%, with Julius Bär Gruppe up 9.1%. In contrast, the industry has lost 5.2% in the last 12 months. Looking forward, earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Nov 2025CHF 52.8bCHF 10.1bCHF 2.9b14.5x18.5x5.3x
Mon, 13 Oct 2025CHF 53.6bCHF 10.1bCHF 2.9b14.4x18.7x5.3x
Wed, 10 Sep 2025CHF 55.6bCHF 10.1bCHF 2.9b15.4x19.4x5.5x
Fri, 08 Aug 2025CHF 57.0bCHF 9.8bCHF 2.8b25.9x20.5x5.8x
Sun, 06 Jul 2025CHF 53.4bCHF 10.0bCHF 2.9b14.6x18.4x5.3x
Tue, 03 Jun 2025CHF 55.2bCHF 10.0bCHF 2.9b14.5x19.1x5.5x
Thu, 01 May 2025CHF 53.9bCHF 10.0bCHF 2.9b12.5x18.6x5.4x
Sat, 29 Mar 2025CHF 61.8bCHF 10.0bCHF 2.9b13.5x21.2x6.2x
Mon, 24 Feb 2025CHF 64.1bCHF 9.7bCHF 2.7b16.4x23.4x6.6x
Wed, 22 Jan 2025CHF 63.1bCHF 8.9bCHF 2.0b21.4x30.8x7.1x
Fri, 20 Dec 2024CHF 57.8bCHF 8.9bCHF 2.0b20.3x28.2x6.5x
Sun, 17 Nov 2024CHF 56.9bCHF 8.9bCHF 2.0b19.8x27.8x6.4x
Tue, 15 Oct 2024CHF 57.7bCHF 8.9bCHF 2.0b19.6x28.2x6.5x
Thu, 12 Sep 2024CHF 51.2bCHF 8.9bCHF 2.0b15.2x25.1x5.8x
Sat, 10 Aug 2024CHF 51.6bCHF 8.9bCHF 2.1b15.3x24.8x5.8x
Mon, 08 Jul 2024CHF 55.4bCHF 9.0bCHF 2.1b15.5x26.2x6.2x
Wed, 05 Jun 2024CHF 54.6bCHF 9.0bCHF 2.1b15.3x25.8x6.1x
Fri, 03 May 2024CHF 53.2bCHF 9.0bCHF 2.1b15.4x25.1x5.9x
Sun, 31 Mar 2024CHF 56.5bCHF 9.0bCHF 2.1b18.2x26.7x6.3x
Tue, 27 Feb 2024CHF 55.3bCHF 9.1bCHF 2.2b15.2x25.2x6.1x
Thu, 25 Jan 2024CHF 51.1bCHF 9.8bCHF 2.7b15.6x19x5.2x
Sat, 23 Dec 2023CHF 53.6bCHF 9.8bCHF 2.7b14.7x19.9x5.5x
Mon, 20 Nov 2023CHF 51.8bCHF 9.8bCHF 2.7b13.5x19.2x5.3x
Wed, 18 Oct 2023CHF 50.3bCHF 9.8bCHF 2.7b14.3x18.7x5.1x
Fri, 15 Sep 2023CHF 50.7bCHF 9.8bCHF 2.7b14.6x19x5.2x
Sun, 13 Aug 2023CHF 48.4bCHF 9.6bCHF 2.6b16.8x18.9x5x
Tue, 11 Jul 2023CHF 43.1bCHF 9.3bCHF 2.2b13.5x19.4x4.6x
Thu, 08 Jun 2023CHF 44.3bCHF 9.4bCHF 2.3b15.5x19.4x4.7x
Sat, 06 May 2023CHF 46.2bCHF 9.4bCHF 2.3b15.9x20.2x4.9x
Mon, 03 Apr 2023CHF 46.0bCHF 9.4bCHF 2.3b17.2x20x4.9x
Wed, 01 Mar 2023CHF 47.2bCHF 9.9bCHF 2.6b15.4x18x4.8x
Fri, 27 Jan 2023CHF 46.5bCHF 9.9bCHF 2.7b14.5x17.3x4.7x
Sun, 25 Dec 2022CHF 43.5bCHF 9.9bCHF 2.7b14x16.2x4.4x
Tue, 22 Nov 2022CHF 47.0bCHF 9.9bCHF 2.7b14.1x17.5x4.7x
Price to Earnings Ratio

17.5x


Total Market Cap: CHF 47.0bTotal Earnings: CHF 2.7bTotal Revenue: CHF 9.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.7x202320242025
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 18.1x which is lower than its 3-year average PE of 21.7x.
  • The industry is trading close to its 3-year average PS ratio of 5.5x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 2.1% 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 Market2.36%
Financials1.06%
Capital Markets1.99%
Asset Management2.49%
Investment Banking and Brokerage1.77%
Diversified Capital Markets1.75%
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 57.505.8%
+CHF 643.3m		5.9%PE13.6x
PGHN Partners Group HoldingCHF 952.201.0%
+CHF 249.0m		-22.6%PE20.6x
EFGN EFG InternationalCHF 16.824.2%
+CHF 205.0m		40.2%PE14x
VONN Vontobel HoldingCHF 60.002.9%
+CHF 95.7m		7.3%PE13.4x
VZN VZ HoldingCHF 152.201.2%
+CHF 71.0m		7.9%PE26.4x

Latest News

PGHN
CHF 952.20
Partners Group Holding
7D
1.0%
1Y
-22.6%
VZN
CHF 152.20
VZ Holding
7D
1.2%
1Y
7.9%

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
VPBN
CHF 79.60
VP Bank
7D
0.3%
1Y
7.9%
BAER
CHF 57.50
Julius Bär Gruppe
7D
5.8%
1Y
5.9%

BAER: Revenue Expectations And Fair Value Revisions Will Shape Outlook

Narrative Update on Julius Bär Gruppe Analysts have increased their price target for Julius Bär Gruppe by CHF 3, citing improved revenue growth expectations and a slightly higher fair value assessment, even though changes in the company's profit margin and discount rate have been modest. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price target to CHF 72, signaling confidence in the company's growth prospects.
EFGN
CHF 16.82
EFG International
7D
4.2%
1Y
40.2%

EFGN: Updated Financial Outlook Will Balance Opportunities And Risks Ahead

Analysts have increased their price target for EFG International from CHF 16.85 to CHF 17.10. This change reflects modest improvements in expected revenue growth and a slightly higher discount rate.
VONN
CHF 60.00
Vontobel Holding
7D
2.9%
1Y
7.3%

VONN: Revenue Momentum And Risk Dynamics Will Shape Market Outlook

Vontobel Holding's analyst price target has been increased by CHF 1.37 to CHF 64.50. Analysts cite slightly higher revenue growth expectations and a lower discount rate as supporting factors for the update.
HAUTE
CHF 165.20
Haute Capital Partners
7D
1.5%
1Y
32.9%
NBEN
CHF 5.95
nebag ag
7D
1.7%
1Y
-6.3%
SQL
CHF 4.05
Matador Partners Group
7D
-5.8%
1Y
0%