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Vontobel Holding AGSWX:VONN Stock Report

Market Cap CHF 3.4b
Share Price
CHF 60.40
My Fair Value
CHF 61.1
1.1% undervalued intrinsic discount
1Y10.0%
7D1.2%
Portfolio Value
View

Vontobel Holding AG

SWX:VONN Stock Report

Market Cap: CHF 3.4b

Vontobel Holding (VONN) Stock Overview

Provides various financial services to private and institutional clients in Switzerland, Germany, the United Kingdom, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, Japan, and internationally. More details

VONN fundamental analysis
Snowflake Score
Valuation5/6
Future Growth2/6
Past Performance3/6
Financial Health3/6
Dividends6/6

VONN Community Fair Values

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Vontobel Holding AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Vontobel Holding
Historical stock prices
Current Share PriceCHF 60.40
52 Week HighCHF 69.50
52 Week LowCHF 51.10
Beta0.82
1 Month Change-1.79%
3 Month Change-6.93%
1 Year Change10.02%
3 Year Change11.23%
5 Year Change-2.50%
Change since IPO449.09%

Recent News & Updates

Recent updates

Vontobel Holding AG (VTX:VONN) Released Earnings Last Week And Analysts Lifted Their Price Target To CHF62.33

Feb 12
Vontobel Holding AG (VTX:VONN) Released Earnings Last Week And Analysts Lifted Their Price Target To CHF62.33
User avatar

Investments In AI And Ancala Acquisition Will Support Future Earnings Through Operational Efficiencies And Stable Cash Flows

In-sourcing U.S. fund distribution and infrastructure acquisitions aim to enhance control, revenue, and stable cash flows.

Here's Why Vontobel Holding (VTX:VONN) Has Caught The Eye Of Investors

Oct 02
Here's Why Vontobel Holding (VTX:VONN) Has Caught The Eye Of Investors

Does Vontobel Holding (VTX:VONN) Deserve A Spot On Your Watchlist?

Jun 13
Does Vontobel Holding (VTX:VONN) Deserve A Spot On Your Watchlist?

Is Now The Time To Put Vontobel Holding (VTX:VONN) On Your Watchlist?

Nov 25
Is Now The Time To Put Vontobel Holding (VTX:VONN) On Your Watchlist?

Does Vontobel Holding (VTX:VONN) Deserve A Spot On Your Watchlist?

Aug 11
Does Vontobel Holding (VTX:VONN) Deserve A Spot On Your Watchlist?

Read This Before Buying Vontobel Holding AG (VTX:VONN) For Its Dividend

Feb 19
Read This Before Buying Vontobel Holding AG (VTX:VONN) For Its Dividend

What Kind Of Shareholders Own Vontobel Holding AG (VTX:VONN)?

Jan 18
What Kind Of Shareholders Own Vontobel Holding AG (VTX:VONN)?

Shareholders Of Vontobel Holding (VTX:VONN) Must Be Happy With Their 85% Return

Dec 10
Shareholders Of Vontobel Holding (VTX:VONN) Must Be Happy With Their 85% Return

Shareholder Returns

VONNCH Capital MarketsCH Market
7D1.2%1.2%4.0%
1Y10.0%15.1%3.0%

Return vs Industry: VONN underperformed the Swiss Capital Markets industry which returned 15.1% over the past year.

Return vs Market: VONN exceeded the Swiss Market which returned 3% over the past year.

Price Volatility

Is VONN's price volatile compared to industry and market?
VONN volatility
VONN Average Weekly Movement3.9%
Capital Markets Industry Average Movement2.9%
Market Average Movement3.7%
10% most volatile stocks in CH Market7.6%
10% least volatile stocks in CH Market1.7%

Stable Share Price: VONN has not had significant price volatility in the past 3 months compared to the Swiss market.

Volatility Over Time: VONN's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19242,302Georg Franz Schubigerwww.vontobel.com

Vontobel Holding AG, together with its subsidiaries, provides various financial services to private and institutional clients in Switzerland, Germany, the United Kingdom, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, Japan, and internationally. The company offers asset, fund, and portfolio management; wealth planning and management; investment advice; investment solutions for equities, fixed income, quantitative, multi asset, and private markets; and structured solutions. It also provides banking; financial product distribution and advisory; brokerage services; real estate financing and lombard loans; execution and custody; debt origination and market making solutions, including public bonds and private placements; ESG advisory; and real estate investment advisory services.

Vontobel Holding AG Fundamentals Summary

How do Vontobel Holding's earnings and revenue compare to its market cap?
VONN fundamental statistics
Market capCHF 3.40b
Earnings (TTM)CHF 251.30m
Revenue (TTM)CHF 1.38b
13.5x
P/E Ratio
2.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
VONN income statement (TTM)
RevenueCHF 1.38b
Cost of RevenueCHF 0
Gross ProfitCHF 1.38b
Other ExpensesCHF 1.13b
EarningsCHF 251.30m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Oct 30, 2025

Earnings per share (EPS)4.46
Gross Margin100.00%
Net Profit Margin18.17%
Debt/Equity Ratio183.6%

How did VONN perform over the long term?

See historical performance and comparison

Dividends

5.0%
Current Dividend Yield
67%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 07:49
End of Day Share Price 2025/10/03 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

Vontobel Holding AG is covered by 16 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tomasz GrzelakBaader Helvea Equity Research
Eleni PapoulaBerenberg
Nicholas HermanCitigroup Inc