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Swedish (OMX) Asset Management Industry Analysis

UpdatedJun 14, 2026
DataAggregated Company Financials
Companies40
  • 7D-1.9%
  • 3M5.2%
  • 1Y1.8%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 1.9%, driven by a pullback from EQT of 2.2%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Jun 2026SEK 398.1bSEK 65.5bSEK 8.7b18.1x45.9x6.1x
Tue, 12 May 2026SEK 418.8bSEK 60.8bSEK 8.9b14x46.9x6.9x
Thu, 09 Apr 2026SEK 396.2bSEK 60.8bSEK 8.4b15.9x47.2x6.5x
Sat, 07 Mar 2026SEK 391.3bSEK 61.3bSEK 9.4b15.4x41.8x6.4x
Mon, 02 Feb 2026SEK 467.3bSEK 74.0bSEK 11.3b17.5x41.3x6.3x
Wed, 31 Dec 2025SEK 501.0bSEK 74.6bSEK 12.5b20.4x40.1x6.7x
Fri, 28 Nov 2025SEK 464.0bSEK 75.0bSEK 12.6b21.8x36.9x6.2x
Sun, 26 Oct 2025SEK 459.4bSEK 74.5bSEK 12.4b19.9x37.1x6.2x
Tue, 23 Sep 2025SEK 472.0bSEK 76.2bSEK 12.7b23.3x37.1x6.2x
Thu, 21 Aug 2025SEK 477.8bSEK 76.7bSEK 12.3b25.2x38.7x6.2x
Sat, 19 Jul 2025SEK 499.5bSEK 77.1bSEK 12.5b22.8x39.9x6.5x
Mon, 16 Jun 2025SEK 411.2bSEK 75.2bSEK 11.0b19.3x37.3x5.5x
Wed, 14 May 2025SEK 441.7bSEK 80.6bSEK 16.9b15.1x26.2x5.5x
Fri, 11 Apr 2025SEK 376.6bSEK 82.5bSEK 18.0b10.9x20.9x4.6x
Sun, 09 Mar 2025SEK 430.8bSEK 75.9bSEK 17.3b9.1x25x5.7x
Tue, 04 Feb 2025SEK 500.7bSEK 80.4bSEK 15.7b9x32x6.2x
Thu, 02 Jan 2025SEK 423.5bSEK 76.2bSEK 11.1b6x38.3x5.6x
Sat, 30 Nov 2024SEK 450.9bSEK 76.3bSEK 11.1b6.3x40.8x5.9x
Mon, 28 Oct 2024SEK 439.8bSEK 72.5b-SEK 6,033,137,973.395.9x-72.9x6.1x
Wed, 25 Sep 2024SEK 470.3bSEK 71.7b-SEK 6,279,784,390.208.6x-74.9x6.6x
Fri, 23 Aug 2024SEK 465.7bSEK 71.9b-SEK 6,057,726,974.398.5x-76.9x6.5x
Sun, 21 Jul 2024SEK 447.9bSEK 71.6b-SEK 12,792,044,959.2522.3x-35x6.3x
Tue, 18 Jun 2024SEK 436.5bSEK 69.4b-SEK 14,887,380,675.0028.3x-29.3x6.3x
Thu, 16 May 2024SEK 476.9bSEK 70.1b-SEK 15,232,219,976.6421.3x-31.3x6.8x
Sat, 13 Apr 2024SEK 454.2bSEK 72.3bSEK 2.6b14.6x177.4x6.3x
Mon, 11 Mar 2024SEK 461.4bSEK 69.6bSEK 1.9b11.9x244.1x6.6x
Wed, 07 Feb 2024SEK 385.6bSEK 69.6bSEK 15.0b16.4x25.7x5.5x
Fri, 05 Jan 2024SEK 377.4bSEK 66.1bSEK 13.1b16.2x28.7x5.7x
Sun, 03 Dec 2023SEK 356.2bSEK 66.2bSEK 13.3b15.1x26.8x5.4x
Tue, 31 Oct 2023SEK 284.0bSEK 64.7bSEK 10.8b15.3x26.3x4.4x
Thu, 28 Sep 2023SEK 305.3bSEK 64.3bSEK 11.4b15.3x26.9x4.7x
Sat, 26 Aug 2023SEK 300.8bSEK 63.9bSEK 11.7b15.8x25.7x4.7x
Mon, 24 Jul 2023SEK 330.7bSEK 60.1bSEK 4.7b16.9x69.9x5.5x
Wed, 21 Jun 2023SEK 279.9bSEK 55.4bSEK 7.3b33.3x38.2x5.1x
Price to Earnings Ratio

38.2x


Total Market Cap: SEK 279.9bTotal Earnings: SEK 7.3bTotal Revenue: SEK 55.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Asset Management Industry Price to Earnings3Y Average 40.1x202420252026
Current Industry PE
  • Investors are optimistic on the Swedish Asset Management and Custody Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 45.9x which is higher than its 3-year average PE of 40.1x.
  • The industry is trading close to its 3-year average PS ratio of 5.9x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 5.7% per year over the last three years.
  • Revenues for these companies have grown 5.7% 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 Swedish Asset Management compare with similar industries?

SE Market0.29%
Financials0.90%
Capital Markets0.0093%
Asset Management-1.93%
Investment Banking and Brokerage5.96%
Financial Exchanges and Data-2.80%
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
FLAT B Flat CapitalSEK 12.313.5%
+SEK 209.1m		n/aPB1.7x
RATO B RatosSEK 34.360.8%
+SEK 91.7m		-13.3%PS0.6x
TRAC B AB TractionSEK 236.000.4%
+SEK 14.8m		-11.9%PE106.4x
CASE Case GroupSEK 22.101.8%
+SEK 12.9m		25.6%PE18.5x
WRV Webrock VenturesSEK 3.6816.8%
+SEK 11.2m		-36.3%PE4.7x

Latest News

EQT
SEK 287.50
EQT
7D
-2.2%
1Y
4.5%
WRV
SEK 3.68
Webrock Ventures
7D
16.8%
1Y
-36.3%
TRAC B
SEK 236.00
AB Traction
7D
0.4%
1Y
-11.9%
RATO B
SEK 34.36
Ratos
7D
0.8%
1Y
-13.3%
Narrative Update • Jun 04

RATO B: Margin Execution Will Support Future Upside Despite Recent Cautious Commentary

Analysts have maintained their SEK 44.0 price target for Ratos, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. These changes follow recent research that has become more cautious on the stock.
TRAN A
SEK 1.20
Transferator
7D
8.1%
1Y
-39.9%
BURE
SEK 270.80
Bure Equity
7D
-0.8%
1Y
0.5%
CAPS
SEK 9.00
Northern CapSek Ventures
7D
28.6%
1Y
-64.0%
VEFAB
SEK 1.82
VEF
7D
-6.3%
1Y
1.3%
SPLTN
SEK 185.40
Investment AB Spiltan
7D
-0.7%
1Y
-11.7%
CPE I
SEK 119.00
Coeli Private Equity
7D
-3.3%
1Y
14.4%
CAT B
SEK 20.70
Catella
7D
0.2%
1Y
-31.3%
ROKO B
SEK 1,912.00
Röko
7D
-1.4%
1Y
-8.9%
CASE
SEK 22.10
Case Group
7D
1.8%
1Y
25.6%
LINC
SEK 71.20
Linc
7D
-1.1%
1Y
4.1%
VNV
SEK 16.94
VNV Global
7D
-4.5%
1Y
2.5%
FLAT B
SEK 12.31
Flat Capital
7D
3.5%
1Y
n/a