Partners Group Holding AG

SWX:PGHN Stock Report

Market Cap: CHF 34.9b

Partners Group Holding 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 PGHN?
Owner TypeNumber of SharesOwnership Percentage
Private Companies4150.00159%
Individual Insiders4,445,83317%
Institutions9,417,98236.1%
General Public12,243,55346.9%

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


Top Shareholders

Top 25 shareholders own 42.4% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.18%
Urs Wietlisbach
1,353,294CHF 1.8b0%no data
5.14%
Alfred Gantner
1,341,243CHF 1.8b0.12%no data
5.13%
BlackRock, Inc.
1,340,353CHF 1.8b0%0.03%
5.13%
Marcel Erni
1,339,694CHF 1.8b0%no data
5.12%
UBS Asset Management AG
1,336,968CHF 1.8b3.92%0.19%
3.55%
The Vanguard Group, Inc.
926,669CHF 1.2b0.73%0.02%
1.68%
Allianz Asset Management GmbH
439,502CHF 586.7m0%0.26%
1.57%
FMR LLC
409,516CHF 546.7m0.13%0.03%
1.35%
Steffen Meister
351,775CHF 469.6m0%no data
1.17%
Norges Bank Investment Management
304,629CHF 406.7m0%0.03%
0.87%
Capital Research and Management Company
227,164CHF 303.3m79.8%0.02%
0.8%
Fidelity International Ltd
208,968CHF 279.0m0.02%0.13%
0.73%
Pictet Asset Management SA
189,756CHF 253.3m6.69%0.52%
0.64%
Geode Capital Management, LLC
167,979CHF 224.3m1.26%0.02%
0.53%
Vontobel Asset Management AG
138,495CHF 184.9m61.4%1.07%
0.51%
Dimensional Fund Advisors LP
134,192CHF 179.1m0.89%0.03%
0.44%
T. Rowe Price Group, Inc.
115,043CHF 153.6m-9.47%0.01%
0.43%
Zürcher Kantonalbank, Investment Arm
111,804CHF 149.3m-7.8%1.35%
0.38%
Baillie Gifford & Co.
97,956CHF 130.8m14.7%0.06%
0.37%
Deutsche Asset & Wealth Management
96,061CHF 128.2m0%0.04%
0.36%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
93,011CHF 124.2m-0.03%2.87%
0.34%
ZKB Asset Management
90,050CHF 120.2m-2.9%0.26%
0.34%
Jupiter Fund Management Plc
87,679CHF 117.0m0%0.37%
0.33%
JOHCM (USA) Inc
87,276CHF 116.5m0%1.93%
0.31%
abrdn plc
81,300CHF 108.5m-4.2%0.09%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/21 19:08
End of Day Share Price 2025/01/21 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

Partners Group Holding AG is covered by 30 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gerhard SchwarzBaader Helvea Equity Research
Joachim MathaBank am Bellevue
Michael SandersonBarclays