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Swiss (SMI) Asset Management Industry Analysis

UpdatedJan 21, 2025
DataAggregated Company Financials
Companies16
  • 7D4.0%
  • 3M6.9%
  • 1Y22.6%
  • YTDn/a

The Asset Management industry is up 3.5% in the last week, with Partners Group Holding up 3.6%. This takes the industry's 12 month performance to a gain of 22%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025CHF 62.5bCHF 8.9bCHF 2.0b21.4x30.5x7x
Thu, 19 Dec 2024CHF 59.4bCHF 8.9bCHF 2.0b20.3x29x6.7x
Sat, 16 Nov 2024CHF 56.9bCHF 8.9bCHF 2.0b19.8x27.8x6.4x
Mon, 14 Oct 2024CHF 57.7bCHF 8.9bCHF 2.0b19.6x28.2x6.5x
Wed, 11 Sep 2024CHF 51.3bCHF 8.9bCHF 2.0b15.3x25.1x5.8x
Fri, 09 Aug 2024CHF 51.2bCHF 9.0bCHF 2.0b15.5x25x5.7x
Sun, 07 Jul 2024CHF 55.4bCHF 9.0bCHF 2.1b15.5x26.2x6.2x
Tue, 04 Jun 2024CHF 55.0bCHF 9.0bCHF 2.1b15.7x26x6.1x
Thu, 02 May 2024CHF 52.9bCHF 9.0bCHF 2.1b15.8x25x5.9x
Sat, 30 Mar 2024CHF 56.5bCHF 9.0bCHF 2.1b18.2x26.7x6.3x
Mon, 26 Feb 2024CHF 55.0bCHF 9.1bCHF 2.2b15.2x25x6x
Wed, 24 Jan 2024CHF 50.5bCHF 9.8bCHF 2.7b15.6x18.7x5.1x
Fri, 22 Dec 2023CHF 53.5bCHF 9.8bCHF 2.7b14.6x19.9x5.4x
Sun, 19 Nov 2023CHF 51.8bCHF 9.8bCHF 2.7b13.5x19.2x5.3x
Tue, 17 Oct 2023CHF 50.3bCHF 9.8bCHF 2.7b14.3x18.7x5.1x
Thu, 14 Sep 2023CHF 50.4bCHF 9.8bCHF 2.7b14.5x18.9x5.1x
Sat, 12 Aug 2023CHF 48.6bCHF 9.6bCHF 2.6b16.8x18.9x5.1x
Mon, 10 Jul 2023CHF 42.9bCHF 9.3bCHF 2.2b13.5x19.4x4.6x
Wed, 07 Jun 2023CHF 44.6bCHF 9.4bCHF 2.3b15.3x19.5x4.8x
Fri, 05 May 2023CHF 45.5bCHF 9.4bCHF 2.3b15.9x20x4.8x
Sun, 02 Apr 2023CHF 46.0bCHF 9.4bCHF 2.3b17.2x20x4.9x
Tue, 28 Feb 2023CHF 47.5bCHF 9.9bCHF 2.6b15x18.1x4.8x
Thu, 26 Jan 2023CHF 46.0bCHF 9.9bCHF 2.7b14.6x17.1x4.6x
Sat, 24 Dec 2022CHF 43.5bCHF 9.9bCHF 2.7b14x16.2x4.4x
Mon, 21 Nov 2022CHF 47.0bCHF 9.9bCHF 2.7b13.9x17.5x4.7x
Wed, 19 Oct 2022CHF 41.8bCHF 9.9bCHF 2.7b12x15.4x4.2x
Fri, 16 Sep 2022CHF 45.1bCHF 10.0bCHF 2.8b10.6x16.4x4.5x
Sun, 14 Aug 2022CHF 49.4bCHF 10.2bCHF 3.2b11x15.4x4.8x
Tue, 12 Jul 2022CHF 43.3bCHF 10.5bCHF 3.4b10x12.7x4.1x
Thu, 09 Jun 2022CHF 48.8bCHF 10.5bCHF 3.4b11x14.3x4.6x
Sat, 07 May 2022CHF 47.7bCHF 10.5bCHF 3.4b10.7x14x4.5x
Mon, 04 Apr 2022CHF 54.3bCHF 10.6bCHF 3.4b10.5x15.8x5.1x
Wed, 02 Mar 2022CHF 53.8bCHF 9.8bCHF 3.1b10x17.5x5.5x
Fri, 28 Jan 2022CHF 57.5bCHF 9.4bCHF 2.7b12x21.1x6.1x
Price to Earnings Ratio

21.1x


Total Market Cap: CHF 57.5bTotal Earnings: CHF 2.7bTotal Revenue: CHF 9.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 20.4x202320242025
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 30.4x which is higher than its 3-year average PE of 20.4x.
  • The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 7.0x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 9.0% 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 Market2.80%
Financials3.84%
Capital Markets6.55%
Asset Management3.97%
Diversified Capital Markets8.36%
Investment Banking and Brokerage4.43%
Financial Exchanges and Data0%0
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 1.34k4.2%
+CHF 1.4b		18.0%PE36.3x
BAER Julius Bär GruppeCHF 60.964.6%
+CHF 553.0m		31.0%PE33.4x
EFGN EFG InternationalCHF 13.666.2%
+CHF 242.3m		30.3%PE13.8x
VZN VZ HoldingCHF 152.602.1%
+CHF 126.4m		54.6%PE29.7x
VONN Vontobel HoldingCHF 64.301.3%
+CHF 45.0m		13.4%PE16.6x
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Latest News

PGHN

CHF 1,335.00

Partners Group Holding

7D

4.2%

1Y

18.0%

BBN

CHF 14.50

Bellevue Group

7D

-1.7%

1Y

-34.4%

BAER

CHF 60.96

Julius Bär Gruppe

7D

4.6%

1Y

31.0%

VONN

CHF 64.30

Vontobel Holding

7D

1.3%

1Y

13.4%

VZN

CHF 152.60

VZ Holding

7D

2.1%

1Y

54.6%

EFGN

CHF 13.66

EFG International

7D

6.2%

1Y

30.3%

GAM

CHF 0.097

GAM Holding

7D

6.2%

1Y

-75.8%

AIRE

CHF 0.07

Airesis

7D

30.8%

1Y

-86.3%

VPBN

CHF 81.80

VP Bank

7D

2.0%

1Y

-13.3%

APN

CHF 120.00

AP Alternative Portfolio

7D

-7.7%

1Y

-17.2%