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Vontobel Holding AG

Vontobel Holding AG

81.20 CHF-0.80 (-0.98%)
XSWX:VONNMarket Closed
ListedCHF4.5BFinancial ServicesAsset Management2,007 employees

Company Profile

Legal NameVontobel Holding AG
CEOMr. Georg Franz Friedrich Schubiger
HeadquartersGotthardstrasse 43
Phone41 58 283 59 00
Employees (FTE)2,007
SectorFinancial Services
IndustryAsset Management

Business Description

Vontobel Holding AG is a publicly listed Swiss holding company that oversees an international investment firm with deep Swiss roots, specializing in wealth management, active asset management, and tailored investment solutions for private and institutional clients. Founded in 1924 as a brokerage and evolving into its current form by 1936 under family leadership, it manages over CHF 207 billion in assets as of recent reports, operating from its Zurich headquarters across 28 global locations. Majority-owned by the Vontobel family and the Vontobel Foundation through a pooling agreement, it maintains entrepreneurial independence while upholding public company transparency and standards, including strong credit ratings from Moody’s. Vontobel Holding AG emphasizes sustainability, ESG integration, and client-centric innovation, serving diverse markets from Switzerland to North America, APAC, and emerging regions. With more than 2,200 employees, it plays a pivotal role in the global financial landscape by empowering investors through active strategies and comprehensive services.

Profitability & Growth

Profitability

Profit Margin+19.58%
Operating Margin+29.28%
Return on Equity (TTM)+11.90%
Return on Assets (TTM)+0.83%

Recent Year-End

Revenue1.43B
Revenue / Share25.50
Gross Profit1.43B
Diluted EPS4.90
Earnings Growth YoY+21.20%
Revenue Growth YoY+6.80%

Balance Sheet Snapshot

Total Cash (MRQ)

13.19B

Total Debt (MRQ)

4.25B

Book Value / Share

44.47

Stock Statistics

Shares Outstanding55.7M
Float Shares41.1M
Avg Volume (10d)46.9K
Avg Volume (90d)38.9K
% Held by Insiders+51.63%
% Held by Institutions+19.08%

Valuation

Market Cap4.53B
Enterprise Value-4.37B
Trailing P/E16.73
Forward P/E13.15
PEG Ratio13.15
Price / Sales (TTM)3.20
Price / Book (MRQ)1.84
EV / Revenue-3.06

Price Summary

52-Week Low58.20
52-Week High82.20
50-Day MA71.78
200-Day MA66.71
Beta0.60

Dividends

Forward Div Rate12.00
Forward Div Yield+14.74%
Trailing Div Rate3.00
5Y Avg Div Yield+468.00%
Payout Ratio+61.22%
Dividend Date2025-04-08
Ex-Dividend Date2026-04-16