Swissquote Group Holding Ltd

OTCPK:SWQG.F Stock Report

Market Cap: US$5.3b

Swissquote Group 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 SWQG.F?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,693,70211.4%
Institutions5,034,80533.9%
General Public8,128,55954.7%

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


Top Shareholders

Top 25 shareholders own 38.18% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.7%
Paolo Buzzi
1,595,535US$564.3m0%no data
5.16%
PostFinance AG, Asset Management Arm
766,409US$271.0m0%99.12%
4.83%
UBS Asset Management AG
716,928US$253.5m0%0.03%
2.23%
The Vanguard Group, Inc.
331,037US$117.1m1.46%no data
1.67%
American Century Investment Management Inc
247,543US$87.5m2.04%0.04%
1.59%
Dimensional Fund Advisors LP
236,841US$83.8m0.53%0.01%
1.56%
Norges Bank Investment Management
232,424US$82.2m0.28%0.01%
1.54%
BlackRock, Inc.
229,063US$81.0m-1.3%no data
0.96%
Deutsche Asset & Wealth Management
142,193US$50.3m1.63%0.01%
0.9%
Joh. Berenberg, Gossler & Co. KG, Asset Management Arm
133,137US$47.1m8.4%1.31%
0.85%
ZKB Asset Management
126,732US$44.8m7.22%0.09%
0.84%
GAM Holding AG
125,415US$44.4m-9.7%0.57%
0.63%
Victory Capital Management Inc.
93,119US$32.9m-0.05%0.03%
0.57%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
85,228US$30.1m-0.11%0.56%
0.57%
BNP Paribas Asset Management Europe
84,953US$30.0m0%0.07%
0.52%
Jupiter Fund Management Plc
77,827US$27.5m0%0.07%
0.39%
Invesco Ltd.
57,775US$20.4m0%0.01%
0.38%
Lombard Odier Asset Management (Switzerland) SA
57,095US$20.2m1.82%0.47%
0.38%
Zürcher Kantonalbank, Investment Arm
56,859US$20.1m0%0.15%
0.37%
Transamerica Asset Management, Inc.
55,476US$19.6m-1.6%0.11%
0.34%
Schroder Investment Management Limited
50,067US$17.7m-0.21%0.01%
0.31%
Michael Ploog
45,656US$16.1m0%no data
0.29%
Capital Research and Management Company
43,329US$15.3m0%no data
0.28%
Mirabaud Asset Management (Suisse) SA
41,600US$14.7m-32.9%2.43%
0.27%
zCapital AG
40,000US$14.1m113%0.76%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/10/05 04:49
End of Day Share Price 2024/07/08 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

Swissquote Group Holding Ltd is covered by 14 analysts. 6 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 MayerBaader Helvea Equity Research
Christoph GreulichBerenberg
Grégoire HermannBerenberg