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Swedish (OMX) Asset Management Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies40
  • 7D-1.0%
  • 3M4.4%
  • 1Y0.2%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 1.0%, driven by a pullback from EQT of 1.2%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026SEK 401.2bSEK 65.5bSEK 8.7b18x46.3x6.1x
Thu, 14 May 2026SEK 411.8bSEK 61.0bSEK 9.0b13.8x45.9x6.8x
Sat, 11 Apr 2026SEK 394.5bSEK 60.8bSEK 8.4b15.2x46.9x6.5x
Mon, 09 Mar 2026SEK 391.8bSEK 61.3bSEK 9.4b15.4x41.8x6.4x
Wed, 04 Feb 2026SEK 420.3bSEK 73.8bSEK 11.3b16.7x37.3x5.7x
Fri, 02 Jan 2026SEK 501.0bSEK 74.6bSEK 12.5b20.4x40.1x6.7x
Sun, 30 Nov 2025SEK 459.5bSEK 74.9bSEK 12.5b21.9x36.6x6.1x
Tue, 28 Oct 2025SEK 468.7bSEK 74.6bSEK 12.3b21.5x38x6.3x
Thu, 25 Sep 2025SEK 464.4bSEK 76.2bSEK 12.7b22.4x36.5x6.1x
Sat, 23 Aug 2025SEK 487.6bSEK 76.9bSEK 12.6b18x38.5x6.3x
Mon, 21 Jul 2025SEK 499.6bSEK 77.1bSEK 12.5b22.8x39.9x6.5x
Wed, 18 Jun 2025SEK 414.1bSEK 75.3bSEK 11.0b19.1x37.5x5.5x
Fri, 16 May 2025SEK 438.4bSEK 75.1bSEK 11.0b16.6x39.9x5.8x
Sun, 13 Apr 2025SEK 371.0bSEK 82.5bSEK 18.1b11.2x20.5x4.5x
Tue, 11 Mar 2025SEK 443.6bSEK 82.2bSEK 18.0b9.4x24.7x5.4x
Thu, 06 Feb 2025SEK 496.1bSEK 80.3bSEK 15.7b6.2x31.7x6.2x
Sat, 04 Jan 2025SEK 431.4bSEK 76.2bSEK 11.1b6.2x39x5.7x
Mon, 02 Dec 2024SEK 450.9bSEK 76.3bSEK 11.0b6.3x40.8x5.9x
Wed, 30 Oct 2024SEK 440.6bSEK 72.6b-SEK 6,131,321,919.756x-71.9x6.1x
Fri, 27 Sep 2024SEK 471.0bSEK 71.7b-SEK 6,293,337,584.868.8x-74.8x6.6x
Sun, 25 Aug 2024SEK 468.9bSEK 72.0b-SEK 6,164,339,389.128.6x-76.1x6.5x
Tue, 23 Jul 2024SEK 459.0bSEK 71.7b-SEK 12,902,747,161.6322.4x-35.6x6.4x
Thu, 20 Jun 2024SEK 428.4bSEK 69.3b-SEK 14,820,933,101.6228.1x-28.9x6.2x
Sat, 18 May 2024SEK 469.7bSEK 70.2b-SEK 15,371,204,054.2821x-30.6x6.7x
Mon, 15 Apr 2024SEK 454.2bSEK 71.9bSEK 2.6b14.6x177.4x6.3x
Wed, 13 Mar 2024SEK 465.9bSEK 69.6bSEK 1.9b12.3x243.2x6.7x
Fri, 09 Feb 2024SEK 393.2bSEK 69.6bSEK 15.0b16.5x26.2x5.6x
Sun, 07 Jan 2024SEK 370.1bSEK 66.1bSEK 13.2b16x28.1x5.6x
Tue, 05 Dec 2023SEK 353.0bSEK 66.3bSEK 13.3b15x26.5x5.3x
Thu, 02 Nov 2023SEK 289.9bSEK 64.7bSEK 10.8b15.6x26.8x4.5x
Sat, 30 Sep 2023SEK 309.0bSEK 64.1bSEK 11.3b15.5x27.3x4.8x
Mon, 28 Aug 2023SEK 300.8bSEK 63.9bSEK 11.7b15.8x25.7x4.7x
Wed, 26 Jul 2023SEK 335.5bSEK 59.9bSEK 4.7b16.5x71.2x5.6x
Fri, 23 Jun 2023SEK 275.6bSEK 55.3bSEK 7.3b30.8x37.8x5x
Price to Earnings Ratio

37.8x


Total Market Cap: SEK 275.6bTotal Earnings: SEK 7.3bTotal Revenue: SEK 55.3bTotal 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 46.3x 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 6.0% per year over the last three years.
  • Revenues for these companies have grown 5.8% 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 Market0.75%
Financials1.37%
Capital Markets0.41%
Asset Management-1.02%
Investment Banking and Brokerage4.74%
Financial Exchanges and Data-1.07%
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
BURE Bure EquitySEK 275.600.8%
+SEK 163.2m		0.7%PB1.1x
FLAT B Flat CapitalSEK 11.851.4%
+SEK 79.7m		n/aPB1.6x
AJA B Byggmästare Anders J Ahlström HoldingSEK 54.503.8%
+SEK 58.3m		-19.0%PE29.9x
CASE Case GroupSEK 23.104.5%
+SEK 32.2m		34.3%PE19.4x
CAT B CatellaSEK 20.851.7%
+SEK 30.9m		-30.7%PE10.2x

Latest News

RAMSH
SEK 17.00
Ramlösa shipping
7D
-26.1%
1Y
-43.0%
EQT
SEK 290.00
EQT
7D
-1.2%
1Y
2.8%
TRAC B
SEK 235.00
AB Traction
7D
0.4%
1Y
-12.0%
RATO B
SEK 33.94
Ratos
7D
-0.1%
1Y
-15.6%
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.
HILB B
SEK 3.98
Hilbert Group
7D
2.4%
1Y
-37.4%
BURE
SEK 275.60
Bure Equity
7D
0.8%
1Y
0.7%
VEFAB
SEK 1.82
VEF
7D
-3.6%
1Y
2.4%
SPLTN
SEK 185.80
Investment AB Spiltan
7D
0.4%
1Y
-13.8%
CPE I
SEK 119.00
Coeli Private Equity
7D
-4.8%
1Y
12.3%
AJA B
SEK 54.50
Byggmästare Anders J Ahlström Holding
7D
3.8%
1Y
-19.0%
CAT B
SEK 20.85
Catella
7D
1.7%
1Y
-30.7%
ROKO B
SEK 1,924.00
Röko
7D
-1.7%
1Y
-11.6%
CASE
SEK 23.10
Case Group
7D
4.5%
1Y
34.3%
LINC
SEK 71.00
Linc
7D
-1.7%
1Y
2.6%
VNV
SEK 17.12
VNV Global
7D
-1.6%
1Y
6.5%
FLAT B
SEK 11.85
Flat Capital
7D
1.4%
1Y
n/a