EFG International AG

SWX:EFGN Stock Report

Market Cap: CHF 3.9b

EFG International 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 EFGN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders10,997,5403.64%
Institutions37,820,34312.5%
General Public45,424,32215%
Private Companies208,194,08368.8%

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

Top Shareholders

Top 25 shareholders own 84.29% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
48.6%
Private Financial Holdings Limited
146,965,711CHF 1.9b0.2%no data
20.3%
BTG Pactual G7 Holding S.A.
61,228,372CHF 782.5m0%no data
3.56%
Boris F. Collardi
10,775,862CHF 137.7m0%no data
3.38%
Capital Research and Management Company
10,224,204CHF 130.7m0%0.01%
1.59%
UBS Asset Management AG
4,808,826CHF 61.5m-0.11%0.01%
1.49%
Dimensional Fund Advisors LP
4,505,115CHF 57.6m0.18%0.01%
1.22%
The Vanguard Group, Inc.
3,687,695CHF 47.1m0.21%no data
0.81%
Norges Bank Investment Management
2,451,488CHF 31.3m0%no data
0.59%
BlackRock, Inc.
1,780,082CHF 22.7m1.54%no data
0.51%
Harris Associates L.P.
1,531,428CHF 19.6m9.36%0.03%
0.49%
ZKB Asset Management
1,495,920CHF 19.1m29.7%0.04%
0.49%
American Century Investment Management Inc
1,467,488CHF 18.8m-3.14%0.01%
0.18%
Zürcher Kantonalbank, Investment Arm
543,352CHF 6.9m-10.3%0.07%
0.18%
Lombard Odier Asset Management (Switzerland) SA
541,082CHF 6.9m-1.49%0.18%
0.16%
BCV Asset Management
486,609CHF 6.2m0.34%0.14%
0.11%
Pictet Asset Management SA
335,737CHF 4.3m0%0.01%
0.11%
BWM AG
327,028CHF 4.2m0%0.87%
0.1%
Deutsche Asset & Wealth Management
310,438CHF 4.0m0%no data
0.081%
First Trust Advisors LP
244,426CHF 3.1m-3.59%no data
0.08%
Valiant Bank AG, Asset Management Arm
241,235CHF 3.1m-22.4%0.34%
0.078%
Quaero Capital SA
234,899CHF 3.0m0%0.64%
0.075%
Mainfirst Asset Management
227,527CHF 2.9m0%1.14%
0.061%
Charles Schwab Investment Management, Inc.
183,627CHF 2.3m3.33%no data
0.053%
St. Galler Kantonalbank, Asset Management Arm
161,000CHF 2.1m-27.5%0.12%
0.05%
Entrepreneur Partners AG, Asset Management Arm
150,000CHF 1.9m0%0.44%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 20:34
End of Day Share Price 2024/12/27 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

EFG International AG is covered by 21 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Tomasz GrzelakBaader Helvea Equity Research
Peter RothenaicherBaader Helvea Equity Research