Vontobel Holding AG

SWX:VONN Stock Report

Market Cap: CHF 3.6b

Vontobel 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 VONN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders370,3300.658%
Private Companies13,763,34324.5%
Institutions20,531,40536.5%
General Public21,594,32738.4%

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

Top Shareholders

Top 25 shareholders own 60.64% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.6%
Vontobel Foundation, Endowment Arm
8,235,896CHF 521.3m0%no data
14.1%
Vontrust AG
7,904,249CHF 500.3m0%no data
10.4%
Advontes AG
5,859,094CHF 370.9m0%no data
5.04%
UBS Asset Management AG
2,835,889CHF 179.5m-8.01%0.02%
4.62%
Corvus Foundation, Endowment Arm
2,597,900CHF 164.4m0%no data
3.04%
Capital Research and Management Company
1,711,657CHF 108.3m0%0.01%
1.85%
The Vanguard Group, Inc.
1,042,451CHF 66.0m0.39%no data
1.83%
Dimensional Fund Advisors LP
1,027,076CHF 65.0m3.08%0.01%
1.21%
Norges Bank Investment Management
683,001CHF 43.2m0%no data
0.9%
FMR LLC
506,827CHF 32.1m0.02%no data
0.86%
BlackRock, Inc.
485,734CHF 30.7m1.13%no data
0.32%
ZKB Asset Management
180,180CHF 11.4m3.12%0.03%
0.32%
Zeno Staub
178,284CHF 11.3m0%no data
0.23%
Zürcher Kantonalbank, Investment Arm
129,021CHF 8.2m-11.7%0.08%
0.16%
Vontobel Asset Management AG
91,700CHF 5.8m0%0.03%
0.16%
zCapital AG
91,000CHF 5.8m0%0.38%
0.16%
Pictet Asset Management SA
90,658CHF 5.7m0%0.01%
0.16%
Mirabaud Asset Management (Suisse) SA
89,000CHF 5.6m0%1.16%
0.15%
Charles Schwab Investment Management, Inc.
83,247CHF 5.3m-0.23%no data
0.12%
Mirabaud Asset Management (Europe) S.A.
67,400CHF 4.3m0%1.33%
0.09%
State Street Global Advisors, Inc.
50,564CHF 3.2m1.86%no data
0.086%
St. Galler Kantonalbank, Asset Management Arm
48,542CHF 3.1m-3.59%0.18%
0.079%
Deutsche Asset & Wealth Management
44,277CHF 2.8m0%no data
0.072%
BNP Paribas Asset Management Europe
40,466CHF 2.6m14.6%0.01%
0.071%
Felix Lenhard
39,832CHF 2.5m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 09:57
End of Day Share Price 2024/12/23 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

Vontobel Holding AG is covered by 18 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