Zug Estates Holding AG

SWX:ZUGN Stock Report

Market Cap: CHF 1.0b

Zug Estates 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 ZUGN?
Owner TypeNumber of SharesOwnership Percentage
Private Companies60,39211.8%
Institutions73,67714.4%
Individual Insiders102,17220%
General Public273,75953.7%

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

Top Shareholders

Top 25 shareholders own 46.2% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.8%
Wemaco Invest AG
60,392CHF 123.2m0%no data
11.1%
Heinz Buhofer
56,371CHF 115.0m0%no data
7%
Annelies Buhofer
35,698CHF 72.8m0%no data
5.82%
Basellandschaftliche Pensionskasse
29,671CHF 60.5m0%no data
2.14%
UBS Asset Management AG
10,936CHF 22.3m0.67%no data
1.87%
Johannes Stockli
9,546CHF 19.5m0%no data
0.84%
Swiss Finance & Property AG
4,304CHF 8.8m0%2.17%
0.83%
Dimensional Fund Advisors LP
4,210CHF 8.6m0.07%no data
0.75%
Migrosbank Asset Management
3,804CHF 7.8m0%0.51%
0.65%
Schroder Investment Management Limited
3,331CHF 6.8m0%no data
0.56%
LUKB Expert Fondsleitung AG
2,847CHF 5.8m-9.91%0.18%
0.45%
Reichmuth & Co. Investmentfonds AG
2,300CHF 4.7m0%0.71%
0.45%
Bank Julius Bär & Co Ltd., Asset Management Arm
2,274CHF 4.6m-1.13%0.02%
0.43%
ZKB Asset Management
2,209CHF 4.5m8.28%0.01%
0.4%
Zürcher Kantonalbank, Investment Arm
2,050CHF 4.2m0%0.04%
0.25%
GAM Holding AG
1,279CHF 2.6m0%0.04%
0.18%
Pictet Asset Management SA
921CHF 1.9m0%no data
0.15%
BlackRock, Inc.
758CHF 1.5m1.34%no data
0.14%
FundLogic SAS
733CHF 1.5m0%0.1%
0.095%
Deka Investment GmbH
483CHF 985.4k0%no data
0.095%
IAM Independent Asset Management SA
483CHF 985.4k0%0.98%
0.06%
Banque Bonhôte & Cie SA, Asset Management Arm
305CHF 622.2k0%0.19%
0.059%
Martin Wipfli
300CHF 612.0k0%no data
0.058%
Berner Kantonalbank, Asset Management Arm
296CHF 603.8k0%0.09%
0.023%
Banque Cantonale De Genève, Asset Management Arm
115CHF 234.6k0%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 18:40
End of Day Share Price 2024/12/27 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

Zug Estates Holding AG is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Markus KramerResearch Partners AG
Philippe ZügerZürcher Kantonalbank