SFS Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SFSN?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	1,261,290	3.24%
Individual Insiders	4,651,418	12%
Institutions	6,085,085	15.6%
General Public	26,888,801	69.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 28.52% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.91%	Fabian Tschan	2,687,033	CHF 341.8m	0%	no data
5.75%	UBS Asset Management AG	2,235,608	CHF 284.4m	0%	0.03%
3.24%	Karl Stadler	1,261,290	CHF 160.4m	0%	no data
3.24%	Tschan Family Trust	1,261,290	CHF 160.4m	0%	no data
1.71%	The Vanguard Group, Inc.	666,682	CHF 84.8m	-0.02%	no data
1.09%	Norges Bank Investment Management	422,991	CHF 53.8m	0%	no data
1.01%	Claude Stadler	393,716	CHF 50.1m	0%	no data
0.88%	BlackRock, Inc.	343,963	CHF 43.8m	0.88%	no data
0.87%	Dimensional Fund Advisors LP	337,430	CHF 42.9m	0.26%	0.01%
0.57%	Swedbank Robur Fonder AB	220,000	CHF 28.0m	0%	0.02%
0.43%	Vontobel Asset Management AG	166,727	CHF 21.2m	-4.53%	0.12%
0.3%	ZKB Asset Management	117,821	CHF 15.0m	3.42%	0.03%
0.3%	Nick Huber	117,232	CHF 14.9m	0%	no data
0.3%	Union Bancaire Privee, CBI-TDB, Asset Management Arm	114,990	CHF 14.6m	0.09%	0.34%
0.26%	Schroder Investment Management Limited	101,525	CHF 12.9m	0%	0.01%
0.22%	Zürcher Kantonalbank, Investment Arm	85,982	CHF 10.9m	-9.03%	0.1%
0.22%	Reichmuth & Co. Integrale Vermoegensverwaltung AG	85,000	CHF 10.8m	0%	4.05%
0.21%	AXA Investment Managers S.A.	81,875	CHF 10.4m	4.75%	0.02%
0.19%	Deutsche Asset & Wealth Management	73,052	CHF 9.3m	0%	no data
0.15%	Allianz Asset Management GmbH	59,339	CHF 7.5m	-5.42%	no data
0.15%	Pictet Asset Management SA	57,818	CHF 7.4m	0%	0.01%
0.14%	Mellon Investments Corporation	52,571	CHF 6.7m	7.52%	0.01%
0.13%	Seng Poo Poh	50,567	CHF 6.4m	0%	no data
0.13%	Charles Schwab Investment Management, Inc.	49,260	CHF 6.3m	-0.2%	no data
0.12%	zCapital AG	47,000	CHF 6.0m	0%	0.38%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 11:49
End of Day Share Price	2024/12/18 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

SFS Group AG is covered by 13 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Marta Bruska	Baader Helvea Equity Research
Volker Bosse	Baader Helvea Equity Research
Christian Obst	Baader Helvea Equity Research