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Swiss (SMI) Asset Management Industry Analysis

UpdatedJul 22, 2025
DataAggregated Company Financials
Companies13
  • 7D4.6%
  • 3M12.3%
  • 1Y4.8%
  • YTDn/a

The Asset Management industry is up 4.4% in the last week, with Partners Group Holding up 6.5%. This means that the industry has gained 5.1% over the past year. As for the next few years, earnings are expected to grow by 9.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 22 Jul 2025CHF 57.3bCHF 10.0bCHF 2.9b16x19.8x5.7x
Thu, 19 Jun 2025CHF 52.2bCHF 10.0bCHF 2.9b14x18x5.2x
Sat, 17 May 2025CHF 58.4bCHF 10.0bCHF 2.9b13.3x20.2x5.8x
Mon, 14 Apr 2025CHF 50.5bCHF 10.0bCHF 2.9b12.3x17.4x5.1x
Wed, 12 Mar 2025CHF 60.2bCHF 9.8bCHF 2.8b17.4x21.8x6.2x
Fri, 07 Feb 2025CHF 64.5bCHF 9.6bCHF 2.7b16.9x23.9x6.7x
Sun, 05 Jan 2025CHF 59.3bCHF 8.9bCHF 2.0b20.9x28.9x6.7x
Tue, 03 Dec 2024CHF 59.4bCHF 8.9bCHF 2.0b20.8x29x6.7x
Thu, 31 Oct 2024CHF 56.9bCHF 8.9bCHF 2.0b20.6x27.8x6.4x
Sat, 28 Sep 2024CHF 56.9bCHF 8.9bCHF 2.0b18.8x27.8x6.4x
Mon, 26 Aug 2024CHF 55.6bCHF 9.0bCHF 2.1b15.5x26.7x6.2x
Wed, 24 Jul 2024CHF 55.8bCHF 9.0bCHF 2.1b15.6x26.4x6.2x
Fri, 21 Jun 2024CHF 54.2bCHF 9.0bCHF 2.1b15.3x25.7x6x
Sun, 19 May 2024CHF 56.2bCHF 9.0bCHF 2.1b16.5x26.6x6.2x
Tue, 16 Apr 2024CHF 55.3bCHF 9.0bCHF 2.1b16.8x26.1x6.1x
Thu, 14 Mar 2024CHF 56.9bCHF 9.1bCHF 2.2b19.5x26x6.2x
Sat, 10 Feb 2024CHF 52.8bCHF 9.0bCHF 2.1b15.4x25x5.8x
Mon, 08 Jan 2024CHF 51.9bCHF 9.8bCHF 2.7b14.7x19.3x5.3x
Wed, 06 Dec 2023CHF 50.6bCHF 9.8bCHF 2.7b13.9x18.8x5.1x
Fri, 03 Nov 2023CHF 48.2bCHF 9.8bCHF 2.7b14.3x17.9x4.9x
Sun, 01 Oct 2023CHF 50.5bCHF 10.0bCHF 2.7b14.8x18.9x5.1x
Tue, 29 Aug 2023CHF 47.5bCHF 9.7bCHF 2.6b16.1x18.4x4.9x
Thu, 27 Jul 2023CHF 49.7bCHF 9.5bCHF 2.3b16.2x21.7x5.2x
Sat, 24 Jun 2023CHF 43.2bCHF 9.4bCHF 2.2b14.5x19.4x4.6x
Mon, 22 May 2023CHF 46.4bCHF 9.4bCHF 2.3b15.6x20.3x5x
Wed, 19 Apr 2023CHF 46.2bCHF 9.4bCHF 2.3b17.3x20.3x4.9x
Fri, 17 Mar 2023CHF 42.4bCHF 9.9bCHF 2.6b15.5x16.4x4.3x
Sun, 12 Feb 2023CHF 47.6bCHF 9.9bCHF 2.6b14.7x18.3x4.8x
Tue, 10 Jan 2023CHF 45.9bCHF 9.9bCHF 2.7b14.9x17.1x4.6x
Thu, 08 Dec 2022CHF 44.6bCHF 9.9bCHF 2.7b13.5x16.6x4.5x
Sat, 05 Nov 2022CHF 44.3bCHF 9.9bCHF 2.7b12.7x16.3x4.5x
Mon, 03 Oct 2022CHF 40.3bCHF 10.1bCHF 2.7b12.2x14.9x4x
Wed, 31 Aug 2022CHF 45.5bCHF 10.2bCHF 2.9b10.9x15.5x4.5x
Fri, 29 Jul 2022CHF 45.1bCHF 10.3bCHF 3.2b9.5x13.9x4.4x
Price to Earnings Ratio

13.9x


Total Market Cap: CHF 45.1bTotal Earnings: CHF 3.2bTotal Revenue: CHF 10.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Swiss Asset Management Industry Price to Earnings3Y Average 21.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the Swiss Asset Management and Custody Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 21.3x.
  • The industry is trading close to its 3-year average PS ratio of 5.4x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 3.7% 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 Market0.57%
Financials2.44%
Capital Markets3.33%
Asset Management4.61%
Investment Banking and Brokerage2.86%
Diversified Capital Markets2.57%
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 1.13k6.5%
+CHF 1.8b		-6.4%PE25.9x
VZN VZ HoldingCHF 181.004.5%
+CHF 308.0m		53.4%PE32.8x
BAER Julius Bär GruppeCHF 56.502.4%
+CHF 270.4m		9.1%PE11.3x
EFGN EFG InternationalCHF 16.083.2%
+CHF 149.7m		20.4%PE16x
VONN Vontobel HoldingCHF 68.600.4%
+CHF 16.7m		16.5%PE14.4x

Latest News

BAER
CHF 56.50
Julius Bär Gruppe
7D
2.4%
1Y
9.1%
VPBN
CHF 80.20
VP Bank
7D
-0.5%
1Y
13.9%
PGHN
CHF 1,128.00
Partners Group Holding
7D
6.5%
1Y
-6.4%
BBN
CHF 7.68
Bellevue Group
7D
6.4%
1Y
-57.3%
VONN
CHF 68.60
Vontobel Holding
7D
0.4%
1Y
16.5%
VZN
CHF 181.00
VZ Holding
7D
4.5%
1Y
53.4%

Here's Why We Think VZ Holding (VTX:VZN) Might Deserve Your Attention Today

Jun 01
Here's Why We Think VZ Holding (VTX:VZN) Might Deserve Your Attention Today
NBEN
CHF 6.35
nebag ag
7D
1.6%
1Y
-9.3%
EFGN
CHF 16.08
EFG International
7D
3.2%
1Y
20.4%
HAUTE
CHF 160.30
Haute Capital Partners
7D
0.8%
1Y
35.3%