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Vontobel Holding AG (VONN.SW)
Zurich, CH
Vontobel Holding AG provides a comprehensive suite of financial solutions to a diverse clientele, encompassing both private individuals and institutional entities. The company's operations are strategically divided into four key segments: Wealth Management, Asset Management, Platforms & Services, and Digital Investing. The Wealth Management division offers tailored managed portfolios, expert advisory services, and a variety of investment products. It also extends financial and consulting services, including pension, succession, and estate planning, alongside real estate financing and Lombard lending facilities. Through its Asset Management arm, the firm delivers specialized offerings in equities, fixed income instruments, multi-asset strategies, and a range of fund solutions. The Platforms & Services segment features a collection of cutting-edge digital platforms. These include EAMNet, an integrated hub for trading, reporting, and research specifically designed for external asset managers; deritrade, a multi-issuer platform for the creation and distribution of customized structured products; cosmofunding, a money and capital market platform that facilitates the securitization of traditional loans and private placements; investerest, a social investing marketplace; and derifactory, a white-label platform for structured products. This segment further provides electronic trading solutions for professionals, as well as services covering structured investments, funds, investment strategy and research, external asset manager (EAM) support, ESG solutions, and pertinent market insights. Finally, the Digital Investing segment introduces Vontobel Volt, a sophisticated digital wealth management platform. It also offers structured and leveraged investment services and incorporates investerest as a social investing marketplace aimed at consolidating and standardizing a wide array of investment strategies. Founded in 1924, Vontobel Holding AG is headquartered in Zurich, Switzerland.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.31% | +0.14% | +5.44% | -0.57% | +14.99% | +5.76% | +10.97% | +19.93% | -0.92% | +57.92% | +26.22% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Asset Management: +17.4%+8.2% Q4'25: +18.1% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+4.9% Q4'25: +89.5% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+82.2% ★ Q4'25: +135.9% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+23.6% Q4'25: +22.5% (vs Q4'23)
-
ROIC Asset Management: +6.5%+1.5% Q4'25: +3.2% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+0.3% Q4'25: -0.1% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×35.91× Q4'25: 18.67× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 2 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
568.10M
est.
|
773.45M
est.
|
482.47M
est.
|
438.50M
est: 484.71M (-9.5%)
|
466.00M
est: 432.05M (+7.9%)
|
457.10M
est: 482.95M (-5.4%)
|
624.50M
est: 564.13M (+10.7%)
|
841.00M
est: 801.84M (+4.9%)
|
991.00M
est: 1.02B (-3.0%)
|
756.00M
est: 870.05M (-13.1%)
|
785.00M
est: 739.99M (+6.1%)
|
830.20M
est: 864.13M (-3.9%)
|
765.70M
est: 823.23M (-7.0%)
|
770.40M
est: 785.63M (-1.9%)
|
839.90M
est: 888.31M (-5.4%)
|
882.70M
est: 890.82M (-0.9%)
|
985.50M
est: 995.76M (-1.0%)
|
1.06B
est: 997.76M (+6.0%)
|
1.06B
est: 1.05B (+1.1%)
|
1.16B
est: 1.18B (-1.8%)
|
1.56B
est: 1.25B (+24.7%)
|
1.62B
est: 1.27B (+27.0%)
|
1.95B
est: 1.50B (+29.5%)
|
1.67B
est: 1.31B (+27.5%)
|
1.30B
est: 1.33B (-2.1%)
|
1.42B
est: 1.42B (-0.1%)
|
1.54B
est: 1.36B (+12.6%)
|
1.41B
1.35B – 1.44B
+3.0% YoY
|
1.45B
1.38B – 1.49B
+2.8% YoY
|
1.53B
1.52B – 1.55B
+6.2% YoY
|
| EBITDA |
269.88M
est.
|
348.95M
est.
|
144.47M
est.
|
—
est: 128.26M (-100.0%)
|
—
est: 71.04M (-100.0%)
|
130.30M
est: 155.04M (-16.0%)
|
242.60M
est: 133.75M (+81.4%)
|
346.80M
est: 307.16M (+12.9%)
|
375.60M
est: 383.60M (-2.1%)
|
232.90M
est: 251.16M (-7.3%)
|
225.70M
est: 108.27M (+108.5%)
|
240.70M
est: 235.19M (+2.3%)
|
212.50M
est: 217.87M (-2.5%)
|
208.90M
est: 191.25M (+9.2%)
|
—
est: 234.24M (-100.0%)
|
—
est: 211.87M (-100.0%)
|
—
est: 274.50M (-100.0%)
|
—
est: 281.81M (-100.0%)
|
—
est: 520.88M (-100.0%)
|
—
est: 364.27M (-100.0%)
|
—
est: 350.17M (-100.0%)
|
418.80M
est: 406.15M (+3.1%)
|
565.10M
est: 430.23M (+31.3%)
|
370.60M
est: 449.58M (-17.6%)
|
368.50M
est: 455.32M (-19.1%)
|
455.30M
est: 486.82M (-6.5%)
|
450.00M
est: 466.32M (-3.5%)
|
480.51M
460.19M – 490.59M
+3.0% YoY
|
493.86M
471.11M – 509.93M
+2.8% YoY
|
524.49M
518.42M – 530.57M
+6.2% YoY
|
| EBIT |
368.40M
est.
|
450.10M
est.
|
215.46M
est.
|
-112.70M
est: 192.29M (-158.6%)
|
-38.50M
est: 17.29M (-322.6%)
|
103.40M
est: 115.36M (-10.4%)
|
221.50M
est: 156.76M (+41.3%)
|
315.80M
est: 304.17M (+3.8%)
|
337.00M
est: 413.02M (-18.4%)
|
179.70M
est: 315.32M (-43.0%)
|
163.80M
est: 147.74M (+10.9%)
|
178.90M
est: 167.92M (+6.5%)
|
152.60M
est: 147.47M (+3.5%)
|
152.50M
est: 139.43M (+9.4%)
|
-56.40M
est: 167.06M (-133.8%)
|
-61.80M
est: 152.24M (-140.6%)
|
-65.50M
est: 194.42M (-133.7%)
|
-60.50M
est: 222.06M (-127.2%)
|
-60.40M
est: 223.66M (-127.0%)
|
-68.30M
est: 287.19M (-123.8%)
|
-100.10M
est: 288.28M (-134.7%)
|
321.00M
est: 308.83M (+3.9%)
|
467.20M
est: 327.14M (+42.8%)
|
267.40M
est: 341.85M (-21.8%)
|
262.70M
est: 362.94M (-27.6%)
|
353.80M
est: 388.05M (-8.8%)
|
363.10M
est: 371.71M (-2.3%)
|
383.03M
366.83M – 391.06M
+3.0% YoY
|
393.67M
375.53M – 406.48M
+2.8% YoY
|
418.09M
413.24M – 422.93M
+6.2% YoY
|
| Net Income |
246.43M
est.
|
331.38M
est.
|
150.71M
est.
|
2.00M
est: 93.26M (-97.9%)
|
101.70M
est: 1.78M (+5,604.8%)
|
80.90M
est: 113.68M (-28.8%)
|
183.20M
est: 111.32M (+64.6%)
|
256.10M
est: 260.40M (-1.6%)
|
263.20M
est: 326.17M (-19.3%)
|
113.00M
est: 220.32M (-48.7%)
|
138.30M
est: 95.94M (+44.2%)
|
147.30M
est: 162.20M (-9.2%)
|
113.80M
est: 140.80M (-19.2%)
|
130.60M
est: 108.51M (+20.4%)
|
122.30M
est: 147.22M (-16.9%)
|
134.50M
est: 122.57M (+9.7%)
|
177.20M
est: 154.73M (+14.5%)
|
259.80M
est: 174.73M (+48.7%)
|
202.40M
est: 276.17M (-26.7%)
|
220.70M
est: 230.11M (-4.1%)
|
251.00M
est: 231.11M (+8.6%)
|
242.70M
est: 256.59M (-5.4%)
|
373.80M
est: 271.81M (+37.5%)
|
229.80M
est: 206.00M (+11.6%)
|
214.70M
est: 217.40M (-1.2%)
|
266.10M
est: 266.92M (-0.3%)
|
280.10M
est: 243.73M (+14.9%)
|
279.60M
272.07M – 287.12M
+14.7% YoY
|
302.14M
281.56M – 322.72M
+8.1% YoY
|
353.36M
302.09M – 355.63M
+17.0% YoY
|
| SGA |
307.23M
est.
|
396.19M
est.
|
282.46M
est.
|
105.80M
est: 377.87M (-72.0%)
|
96.40M
est: 266.52M (-63.8%)
|
118.20M
est: 309.63M (-61.8%)
|
125.50M
est: 379.75M (-67.0%)
|
159.80M
est: 548.51M (-70.9%)
|
204.50M
est: 644.94M (-68.3%)
|
198.50M
est: 538.70M (-63.2%)
|
171.90M
est: 473.14M (-63.7%)
|
196.20M
est: 652.42M (-69.9%)
|
178.90M
est: 560.64M (-68.1%)
|
136.20M
est: 526.79M (-74.1%)
|
140.60M
est: 623.02M (-77.4%)
|
129.90M
est: 631.41M (-79.4%)
|
133.10M
est: 745.49M (-82.1%)
|
153.80M
est: 685.79M (-77.6%)
|
172.00M
est: 717.01M (-76.0%)
|
209.40M
est: 838.60M (-75.0%)
|
952.90M
est: 855.32M (+11.4%)
|
937.60M
est: 872.51M (+7.5%)
|
1.05B
est: 924.25M (+13.5%)
|
1.02B
est: 965.82M (+5.4%)
|
1.04B
est: 582.14M (+78.9%)
|
242.50M
est: 1.08B (-77.4%)
|
101.60M
est: 596.20M (-83.0%)
|
614.35M
588.36M – 627.24M
+3.0% YoY
|
631.42M
602.32M – 651.96M
+2.8% YoY
|
670.58M
662.81M – 678.35M
+6.2% YoY
|
| EPS |
3.59
est.
|
5.21
est.
|
1.31
est.
|
0.03
est: 0.67 (-95.5%)
|
1.71
est: 1.52 (+12.5%)
|
1.35
est: 1.65 (-17.9%)
|
2.86
est: 2.45 (+16.9%)
|
4.00
est: 3.64 (+9.8%)
|
4.14
est: 4.46 (-7.2%)
|
1.78
est: 2.76 (-35.4%)
|
2.17
est: 2.08 (+4.3%)
|
2.31
est: 2.47 (-6.3%)
|
1.78
est: 2.36 (-24.6%)
|
1.95
est: 2.01 (-2.8%)
|
1.92
est: 2.32 (-17.4%)
|
2.24
est: 2.37 (-5.3%)
|
3.20
est: 2.96 (+8.2%)
|
4.72
est: 3.34 (+41.5%)
|
3.65
est: 3.68 (-0.8%)
|
3.96
est: 4.29 (-7.6%)
|
4.49
est: 4.53 (-0.9%)
|
4.34
est: 4.52 (-4.0%)
|
6.69
est: 6.28 (+6.6%)
|
4.13
est: 4.31 (-4.2%)
|
3.86
est: 3.89 (-0.9%)
|
4.76
est: 4.72 (+0.7%)
|
4.99
est: 4.27 (+17.0%)
|
4.89
4.76 – 5.03
+14.7% YoY
|
5.29
4.93 – 5.65
+8.1% YoY
|
5.76
5.29 – 6.22
+8.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-28 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust Switzerland AlphaDEX Fund FSZ | 2.89% | 1.07M | 0.80% |
| 2 | iShares International Developed Small Cap Value Factor ETF ISVL | 0.36% | 1.14M | 0.31% |
| 3 | Dimensional - International Small Cap Value ETF DISV | 0.29% | 13.98M | 0.42% |
| 4 | iShares Ageing Population UCITS ETF AGED.L | 0.23% | 2.05M | 0.40% |
| 5 | iShares MSCI Europe Small-Cap ETF IEUS | 0.17% | 298.7K | 0.41% |
| 6 | Xtrackers MSCI Europe Small Cap UCITS ETF 1C XXSC.L | 0.16% | 5.47M | 0.30% |
| 7 | State Street SPDR MSCI Europe Small Cap Value Weighted UCITS ETF EUR Acc ZPRX.DE | 0.14% | 1.11M | 0.30% |
| 8 | iShares International Small-Cap Equity Factor ETF ISCF | 0.13% | 813.5K | 0.24% |
| 9 | iShares Core SPI(R) ETF (CH) CHSPI.SW | 0.12% | 8.20M | 0.10% |
| 10 | Avantis International Small Cap Value ETF AVDV | 0.12% | 21.99M | 0.36% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Georg Franz Friedrich Schubiger | Co-CEO & Member of Executive Board | 3M | male |
| Christel Rendu De Lint | Co-CEO & Member of Global Executive Board | 3M | female |
| Dominique Gerster | Head of Corporate Communications | — | male |
| Maria-Antonella Bino | General Counsel, Head Legal & Compliance and Member of the Executive Board | — | — |
| Markus Pfister | Chief Operating Officer, Head of Technology & Services and Member of Executive Board | — | male |
| Matthew William Benkendorf | Chief Investment Officer of the Quality Growth Boutique | — | male |
| Peter Skoog | Head of Investor Relations | — | male |
| Annette Nanzer | Head for HR Operations | — | female |
| Rolando Zanotelli | Head of Private Banking in Central & Eastern Europe | — | male |
| Christian Schilz | Head of Corporate Responsibility | — | — |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for VONN.SW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
