EFG International 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 EFGNz?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	10,997,540	3.63%
Institutions	37,769,931	12.5%
General Public	45,907,433	15.2%
Private Companies	208,163,139	68.7%

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

Top Shareholders

Top 25 shareholders own 84.08% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
48.5%	Private Financial Holdings Limited	146,934,767	CHF 2.1b	0.18%	no data
20.2%	BTG Pactual G7 Holding S.A.	61,228,372	CHF 865.8m	0%	no data
3.56%	Boris F. Collardi	10,775,862	CHF 152.4m	0%	no data
3.38%	Capital Research and Management Company	10,224,204	CHF 144.6m	0%	0.01%
1.49%	Dimensional Fund Advisors LP	4,521,663	CHF 63.9m	0.55%	0.01%
1.45%	UBS Asset Management AG	4,402,205	CHF 62.2m	-4.16%	0.01%
1.22%	The Vanguard Group, Inc.	3,682,994	CHF 52.1m	0.08%	no data
0.81%	Norges Bank Investment Management	2,451,488	CHF 34.7m	0%	no data
0.57%	BlackRock, Inc.	1,723,245	CHF 24.4m	-1.7%	no data
0.53%	ZKB Asset Management	1,598,918	CHF 22.6m	38.6%	0.05%
0.51%	Harris Associates L.P.	1,531,428	CHF 21.7m	9.36%	0.03%
0.49%	American Century Investment Management Inc	1,484,850	CHF 21.0m	-1.99%	0.01%
0.2%	Zürcher Kantonalbank, Investment Arm	606,154	CHF 8.6m	0.13%	0.07%
0.17%	Baring Asset Management Limited	501,923	CHF 7.1m	0%	0.09%
0.14%	BCV Asset Management	434,064	CHF 6.1m	-10.5%	0.13%
0.13%	Lombard Odier Asset Management (Switzerland) SA	398,349	CHF 5.6m	-27.5%	0.14%
0.11%	Pictet Asset Management Limited	337,609	CHF 4.8m	0.56%	no data
0.11%	BWM AG	327,028	CHF 4.6m	0%	0.89%
0.1%	Deutsche Asset & Wealth Management	310,438	CHF 4.4m	0%	no data
0.078%	Quaero Capital SA	234,899	CHF 3.3m	0%	0.69%
0.075%	Mainfirst Asset Management	227,527	CHF 3.2m	0%	1.18%
0.064%	Valiant Bank AG, Asset Management Arm	195,020	CHF 2.8m	-37.3%	0.28%
0.06%	Charles Schwab Investment Management, Inc.	182,983	CHF 2.6m	2.97%	no data
0.053%	St. Galler Kantonalbank, Asset Management Arm	161,000	CHF 2.3m	-27.5%	0.12%
0.053%	Lord, Abbett & Co. LLC	159,345	CHF 2.3m	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/11 06:55
End of Day Share Price	2025/02/11 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

EFG International AG is covered by 20 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.

Analyst	Institution
Tomasz Grzelak	Baader Helvea Equity Research
Peter Rothenaicher	Baader Helvea Equity Research
Felix Hermes	Bank am Bellevue