Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Swedish (OMX) Asset Management Industry Analysis

UpdatedAug 11, 2025
DataAggregated Company Financials
Companies40
  • 7D3.2%
  • 3M11.3%
  • 1Y5.1%
  • YTDn/a

The Asset Management industry is up 3.2% in the last week, with EQT up 4.5%. Meanwhile, Röko actually underperformed within the industry, shrinking 8.6% in the last week. This takes the industry's 12 month performance to a gain of 5.1%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 Aug 2025SEK 496.9bSEK 76.7bSEK 12.3b26.2x40.6x6.5x
Wed, 09 Jul 2025SEK 479.4bSEK 75.9bSEK 11.2b23.5x43x6.3x
Fri, 06 Jun 2025SEK 422.7bSEK 75.2bSEK 11.1b21.7x38.2x5.6x
Sun, 04 May 2025SEK 412.5bSEK 81.2bSEK 17.0b15.7x24.3x5.1x
Tue, 01 Apr 2025SEK 450.9bSEK 82.1bSEK 17.9b11.8x25.2x5.5x
Thu, 27 Feb 2025SEK 471.2bSEK 76.4bSEK 17.4b9.8x27.1x6.2x
Sat, 25 Jan 2025SEK 490.4bSEK 81.4bSEK 16.6b6.1x29.6x6x
Mon, 23 Dec 2024SEK 420.8bSEK 76.3bSEK 11.1b5.9x38.1x5.5x
Wed, 20 Nov 2024SEK 404.4bSEK 76.4bSEK 11.1b5.6x36.5x5.3x
Fri, 18 Oct 2024SEK 451.5bSEK 72.0b-SEK 6,474,241,160.788.6x-69.7x6.3x
Sun, 15 Sep 2024SEK 471.2bSEK 71.8b-SEK 6,088,359,176.058.7x-77.4x6.6x
Tue, 13 Aug 2024SEK 432.2bSEK 71.5b-SEK 6,991,170,329.378.6x-61.8x6x
Thu, 11 Jul 2024SEK 455.9bSEK 69.8b-SEK 15,278,263,437.6827.9x-29.8x6.5x
Sat, 08 Jun 2024SEK 439.8bSEK 69.7b-SEK 15,039,176,566.7431x-29.2x6.3x
Mon, 06 May 2024SEK 421.8bSEK 69.1bSEK 1.1b21.5x374.5x6.1x
Wed, 03 Apr 2024SEK 466.1bSEK 70.5bSEK 1.8b13.6x260.3x6.6x
Fri, 01 Mar 2024SEK 427.5bSEK 69.9bSEK 1.9b12.7x220.9x6.1x
Sun, 28 Jan 2024SEK 397.1bSEK 71.4bSEK 16.8b14.7x23.7x5.6x
Tue, 26 Dec 2023SEK 395.4bSEK 65.8bSEK 13.0b16.9x30.4x6x
Thu, 23 Nov 2023SEK 355.7bSEK 66.6bSEK 13.2b15.7x26.9x5.3x
Sat, 21 Oct 2023SEK 292.6bSEK 63.8bSEK 11.2b13.8x26.1x4.6x
Mon, 18 Sep 2023SEK 306.2bSEK 64.9bSEK 11.6b15.8x26.4x4.7x
Wed, 16 Aug 2023SEK 322.7bSEK 60.6bSEK 8.5b16.5x37.8x5.3x
Fri, 14 Jul 2023SEK 288.8bSEK 54.2bSEK 6.6b61.6x44.1x5.3x
Sun, 11 Jun 2023SEK 292.5bSEK 55.2bSEK 7.3b34.2x40.3x5.3x
Tue, 09 May 2023SEK 281.9bSEK 54.5bSEK 10.3b29.8x27.5x5.2x
Thu, 06 Apr 2023SEK 273.7bSEK 53.6bSEK 10.2b25.4x26.8x5.1x
Sat, 04 Mar 2023SEK 315.1bSEK 53.3bSEK 10.0b13.1x31.4x5.9x
Mon, 30 Jan 2023SEK 319.9bSEK 50.4b-SEK 2,961,992,886.006.7x-108x6.4x
Wed, 28 Dec 2022SEK 292.8bSEK 51.7bSEK 3.9b5.7x75.4x5.7x
Fri, 25 Nov 2022SEK 331.4bSEK 51.2bSEK 3.6b11.8x91x6.5x
Sun, 23 Oct 2022SEK 266.5bSEK 49.1bSEK 19.6b6.1x13.6x5.4x
Tue, 20 Sep 2022SEK 279.4bSEK 48.7bSEK 19.2b6.2x14.5x5.7x
Thu, 18 Aug 2022SEK 323.9bSEK 47.8bSEK 18.9b8.4x17.1x6.8x
Price to Earnings Ratio

17.1x


Total Market Cap: SEK 323.9bTotal Earnings: SEK 18.9bTotal Revenue: SEK 47.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Asset Management Industry Price to Earnings3Y Average 35.5x202320242025
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 40.6x which is higher than its 3-year average PE of 35.5x.
  • The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 6.5x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 13% per year over the last three years.
  • Meanwhile revenues for these companies have grown 17% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Swedish Asset Management compare with similar industries?

SE Market2.43%
Financials3.16%
Capital Markets3.13%
Asset Management3.20%
Investment Banking and Brokerage2.89%
Financial Exchanges and Data-4.20%
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
EQT EQTSEK 335.102.7%
+SEK 10.3b		5.8%PE42x
CS CoinShares InternationalSEK 114.009.6%
+SEK 655.3m		99.6%PE6.7x
FLAT B Flat CapitalSEK 24.3514.1%
+SEK 293.1m		79.8%PE21.8x
VEFAB VEFSEK 2.1813.6%
+SEK 266.5m		9.8%PB0.6x
VNV VNV GlobalSEK 19.763.1%
+SEK 82.3m		-11.8%PS15.6x

Latest News

FLAT B
SEK 24.35
Flat Capital
7D
14.1%
1Y
79.8%
EQT
SEK 335.10
EQT
7D
2.7%
1Y
5.8%

EQT (STO:EQT) Has Announced A Dividend Of €2.15

Aug 06
EQT (STO:EQT) Has Announced A Dividend Of €2.15
CAT B
SEK 29.95
Catella
7D
1.5%
1Y
3.1%
VO2
SEK 2.39
Vo2 Cap Holding
7D
-10.2%
1Y
-14.3%
CASE
SEK 22.00
Case Group
7D
-7.6%
1Y
74.6%

Investors Still Aren't Entirely Convinced By Case Group AB (publ)'s (STO:CASE) Revenues Despite 26% Price Jump

Jul 27
Investors Still Aren't Entirely Convinced By Case Group AB (publ)'s (STO:CASE) Revenues Despite 26% Price Jump
HILB B
SEK 9.76
Hilbert Group
7D
-7.5%
1Y
156.2%
BURE
SEK 285.60
Bure Equity
7D
-0.3%
1Y
-24.2%
ROKO B
SEK 2,398.50
Röko
7D
-6.0%
1Y
n/a
RATO B
SEK 35.36
Ratos
7D
0.6%
1Y
9.1%
AJA B
SEK 246.00
Byggmästare Anders J Ahlström Holding
7D
-1.6%
1Y
-1.6%
CS
SEK 114.00
CoinShares International
7D
9.6%
1Y
99.6%
VNV
SEK 19.76
VNV Global
7D
3.1%
1Y
-11.8%
CPE I
SEK 111.00
Coeli Private Equity
7D
-1.8%
1Y
0.9%
HAV B
SEK 23.50
Havsfrun Investment
7D
37.4%
1Y
98.3%
VEFAB
SEK 2.18
VEF
7D
13.6%
1Y
9.8%
SPLTN
SEK 211.00
Investment AB Spiltan
7D
-1.9%
1Y
7.7%