Compagnie Financière Tradition SA

SWX:CFTE Stock Report

Market Cap: CHF 1.4b

Compagnie Financière Tradition 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 CFTE?
Owner TypeNumber of SharesOwnership Percentage
Institutions291,5833.75%
Individual Insiders427,4035.5%
General Public1,527,94219.7%
Private Companies5,520,07471.1%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.1%.

Top Shareholders

Top 25 shareholders own 80.29% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
71.1%
VIEL et Compagnie Finance SE
5,520,074CHF 1.0b0%no data
3.43%
Adrian Bell
266,658CHF 49.2m319%no data
1.36%
UBS Asset Management AG
105,528CHF 19.5m-0.17%no data
0.66%
Michael Anderson
51,409CHF 9.5m0%no data
0.58%
Dimensional Fund Advisors LP
45,138CHF 8.3m3.96%no data
0.41%
Francois Brisebois
32,156CHF 5.9m0%no data
0.34%
Christian Baillet
26,043CHF 4.8m0%no data
0.31%
Valiant Bank AG, Asset Management Arm
24,132CHF 4.5m-0.19%0.49%
0.26%
ZKB Asset Management
20,143CHF 3.7m16.5%0.01%
0.24%
Bellevue Asset Management AG
18,930CHF 3.5m0%0.05%
0.21%
Larry Rosenshein
16,453CHF 3.0m0%no data
0.18%
Quaero Capital SA
14,208CHF 2.6m0%0.54%
0.15%
Dominique Velter
11,683CHF 2.2m0%no data
0.14%
Deutsche Asset & Wealth Management
11,177CHF 2.1m0%no data
0.12%
Swiss Rock Asset Management AG
9,437CHF 1.7m0%0.2%
0.12%
Pictet Asset Management SA
9,169CHF 1.7m-0.38%no data
0.12%
Jean-Marie Descarpentries
8,950CHF 1.7m0%no data
0.11%
BlackRock, Inc.
8,216CHF 1.5m1.63%no data
0.11%
Zürcher Kantonalbank, Investment Arm
8,175CHF 1.5m0%0.01%
0.095%
Robert Pennone
7,352CHF 1.4m0%no data
0.086%
FundLogic SAS
6,690CHF 1.2m0%0.08%
0.074%
Deka Investment GmbH
5,726CHF 1.1m0%no data
0.053%
Alain Blanc-Brude
4,133CHF 762.5k0%no data
0.033%
Christian Goecking
2,566CHF 473.5k0%no data
0.026%
Quantex AG
2,000CHF 369.0k0%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 05:51
End of Day Share Price 2024/12/30 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Compagnie Financière Tradition SA is covered by 4 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Keith BairdBear Stearns Companies Inc.
Torsten SauterBerenberg
René LocherKeefe, Bruyette & Woods Limited