Partners Group Holding AG

SWX:PGHN Stock Report

Market Cap: CHF 31.6b

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%
Institutions9,291,06235.6%
General Public12,370,47347.4%

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


Top Shareholders

Top 25 shareholders own 41.66% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.18%
Urs Wietlisbach
1,353,294CHF 1.6b0%no data
5.14%
Alfred Gantner
1,341,243CHF 1.6b0.12%no data
5.13%
BlackRock, Inc.
1,340,353CHF 1.6b0%0.03%
5.13%
Marcel Erni
1,339,694CHF 1.6b0%no data
4.93%
UBS Asset Management AG
1,286,545CHF 1.6b0%0.17%
3.54%
The Vanguard Group, Inc.
923,107CHF 1.1b0.34%0.02%
1.68%
Allianz Asset Management GmbH
439,632CHF 532.4m-0.05%0.25%
1.35%
Steffen Meister
351,775CHF 426.0m0%no data
1.31%
FMR LLC
340,955CHF 412.9m0.01%0.03%
1.17%
Norges Bank Investment Management
304,629CHF 368.9m0%0.03%
0.8%
Fidelity International Ltd
209,330CHF 253.5m-2.25%0.12%
0.73%
Pictet Asset Management SA
189,661CHF 229.7m6.63%0.48%
0.64%
Geode Capital Management, LLC
166,056CHF 201.1m0.06%0.02%
0.54%
Capital Research and Management Company
139,854CHF 169.4m10.7%0.01%
0.53%
Vontobel Asset Management AG
138,548CHF 167.8m61.4%1.0%
0.52%
Dimensional Fund Advisors LP
135,257CHF 163.8m1.69%0.03%
0.49%
T. Rowe Price Group, Inc.
128,183CHF 155.2m9.94%0.02%
0.43%
Zürcher Kantonalbank, Investment Arm
111,804CHF 135.4m-7.8%1.28%
0.38%
Baillie Gifford & Co.
97,956CHF 118.6m14.7%0.06%
0.37%
Deutsche Asset & Wealth Management
96,599CHF 117.0m0%0.04%
0.36%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
93,011CHF 112.6m-0.03%2.73%
0.34%
ZKB Asset Management
90,050CHF 109.1m-2.9%0.25%
0.34%
Jupiter Fund Management Plc
87,679CHF 106.2m0%0.34%
0.33%
JOHCM (USA) Inc
87,276CHF 105.7m0%1.81%
0.33%
Invesco Ltd.
85,248CHF 103.2m0.36%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 00:57
End of Day Share Price 2024/12/20 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

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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. 14 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