Vontobel Holding AG

SWX:VONN Stock Report

Market Cap: CHF 3.3b

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 Insiders368,0120.661%
Private Companies13,869,21324.9%
General Public20,723,61337.2%
Institutions20,738,81437.2%

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

Top Shareholders

Top 25 shareholders own 61.69% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.9%
Vontobel Foundation, Endowment Arm
8,299,248CHF 493.8m0.77%no data
14.3%
Vontrust AG
7,965,050CHF 473.9m0.77%no data
10.6%
Advontes AG
5,904,163CHF 351.3m0.77%no data
5.09%
UBS Asset Management AG
2,835,889CHF 168.7m-8.01%0.02%
4.7%
Corvus Foundation, Endowment Arm
2,617,884CHF 155.8m0.77%no data
3.07%
Capital Research and Management Company
1,711,657CHF 101.8m0%0.01%
1.91%
The Vanguard Group, Inc.
1,063,009CHF 63.2m1.5%no data
1.85%
Dimensional Fund Advisors LP
1,032,337CHF 61.4m-0.67%0.01%
1.23%
Norges Bank Investment Management
683,001CHF 40.6m0%no data
0.91%
FMR LLC
504,351CHF 30.0m-0.02%no data
0.89%
BlackRock, Inc.
498,383CHF 29.7m2.18%no data
0.32%
ZKB Asset Management
180,180CHF 10.7m0%0.03%
0.28%
Zürcher Kantonalbank, Investment Arm
154,487CHF 9.2m0%0.08%
0.22%
Georg Franz Schubiger
124,351CHF 7.4m0%no data
0.16%
Vontobel Asset Management AG
91,700CHF 5.5m0%0.03%
0.16%
Pictet Asset Management Limited
91,217CHF 5.4m0%no data
0.16%
zCapital AG
91,000CHF 5.4m0%0.33%
0.16%
Mirabaud Asset Management (Suisse) SA
89,000CHF 5.3m0%1.05%
0.15%
Charles Schwab Investment Management, Inc.
85,629CHF 5.1m0.53%no data
0.12%
Mirabaud Asset Management (Europe) S.A.
67,400CHF 4.0m0%1.2%
0.11%
American Century Investment Management Inc
59,722CHF 3.6m165%no data
0.11%
State Street Global Advisors, Inc.
59,259CHF 3.5m3.49%no data
0.1%
Andreas Ernst Utermann
57,086CHF 3.4m110%no data
0.086%
Goldman Sachs Asset Management, L.P.
48,077CHF 2.9m0%no data
0.085%
St. Galler Kantonalbank, Asset Management Arm
47,395CHF 2.8m0%0.16%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/30 21:28
End of Day Share Price 2025/04/30 00:00
Earnings2024/12/31
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