Swiss Life Holding AG

OTCPK:SZLM.Y Stock Report

Market Cap: US$21.5b

Swiss Life 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 SZLM.Y?
Owner TypeNumber of SharesOwnership Percentage
Private Companies2750.000981%
Individual Insiders112,8610.403%
Institutions8,064,14728.8%
General Public19,851,11670.8%

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


Top Shareholders

Top 25 shareholders own 25.08% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.72%
UBS Asset Management AG
2,163,366US$1.7b0%0.16%
5.58%
BlackRock, Inc.
1,564,448US$1.2b0%0.02%
4.11%
The Vanguard Group, Inc.
1,150,939US$882.2m0.25%0.01%
1.02%
Dimensional Fund Advisors LP
285,119US$218.5m1.66%0.03%
0.71%
Geode Capital Management, LLC
198,322US$152.0m1.41%0.01%
0.68%
FMR LLC
191,293US$146.6m2.09%0.01%
0.53%
Zürcher Kantonalbank, Investment Arm
147,992US$113.4m-7.77%0.97%
0.52%
Pictet Asset Management SA
145,718US$111.7m-0.75%0.21%
0.47%
Deutsche Asset & Wealth Management
131,894US$101.1m0%0.03%
0.47%
Amundi Asset Management SAS
131,613US$100.9m-3.28%0.02%
0.41%
Vontobel Asset Management AG
115,777US$88.7m-22.5%0.47%
0.39%
ZKB Asset Management
110,518US$84.7m-3.35%0.17%
0.36%
State Street Global Advisors, Inc.
100,384US$76.9m1.78%no data
0.33%
Charles Schwab Investment Management, Inc.
92,559US$70.9m1.82%0.01%
0.29%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
80,202US$61.5m0%1.34%
0.23%
Swisscanto Asset Management Ltd.
65,326US$50.1m-0.13%0.68%
0.21%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
57,515US$44.1m17.5%0.01%
0.17%
Norges Bank Investment Management
48,729US$37.4m0%no data
0.15%
Strategic Advisers LLC
42,855US$32.8m0.02%0.01%
0.14%
Sjunde AP-fonden
39,889US$30.6m0%0.03%
0.14%
Northern Trust Global Investments
39,771US$30.5m-0.73%no data
0.12%
KBC Asset Management NV
32,905US$25.2m0%0.05%
0.11%
Migrosbank Asset Management
31,180US$23.9m0%1.45%
0.11%
Rolf Dorig
31,154US$23.9m0%no data
0.11%
HSBC Global Asset Management (UK) Limited
30,191US$23.1m0%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 18:16
End of Day Share Price 2025/01/02 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

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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

Swiss Life Holding AG is covered by 32 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Daniel BischofBaader Helvea Equity Research
Stefan SchürmannBank Vontobel AG