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About the company
Vontobel Holding AG is a Switzerland-based private bank and holding company of the Vontobel Group. It is structured into three main business units: Private Banking, Investment Banking, and Asset Management. Private Banking services include portfolio management services for private clients and active investment advisory and custodian services. The Investment Banking business unit focuses on the derivatives and structured products business and on brokerage, as well as on selected corporate finance activities. Asset Management specializes in active asset management based on asset allocation, stock selection and multi-manager approaches. Its products are distributed through wholesale channels and directly to institutional clients. The Bank operates a number of subsidiaries located in Switzerland, Austria, Germany, the United States, the United Kingdom, the United Arab Emirates, Hong Kong, Singapore and Grand Cayman, among others.
- Revenue in CHF (TTM)1.76bn
- Net income in CHF217.40m
- Incorporated1936
- Employees2.28k
- LocationVontobel Holding AGGotthardstrasse 43ZUERICH 8022SwitzerlandCHE
- Phone+41 582835900
- Fax+41 582837500
- Websitehttps://www.vontobel.com/
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Mergers & acquisitions
| Acquired company | VONN:SWX since announced | Transaction value |
|---|---|---|
| IHAG Privatbank - Client Book Business | 2.91% | -- |
| CityWire | 1.62% | -- |
Data delayed at least 15 minutes, as of Nov 06 2024 13:11 GMT.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Corporacion Financiera Alba SA | 16.32m | 168.80m | 2.73bn | 52.00 | 16.33 | 0.6109 | 16.43 | 167.50 | 2.94 | 2.94 | 0.2844 | 78.65 | 0.0033 | -- | 16.48 | 332,692.30 | 3.30 | 4.38 | 3.59 | 4.79 | 99.42 | 71.28 | 1,015.03 | 143.27 | -- | -- | 0.101 | 15.56 | -68.18 | -11.44 | -46.38 | 8.67 | -24.21 | -0.3753 |
| HICL Infrastructure PLC | 39.63m | 34.34m | 2.75bn | 0.00 | 80.88 | 0.7676 | -- | 69.41 | 0.015 | 0.015 | 0.0173 | 1.58 | 0.0107 | -- | 100.57 | -- | 0.9292 | 5.36 | 0.9295 | 5.36 | -- | 99.94 | 86.65 | 97.95 | -- | -- | 0.00 | 100.81 | -82.60 | -34.43 | -84.63 | -36.06 | -- | 0.492 |
| Abrdn PLC | 1.59bn | 369.26m | 2.77bn | 5.06k | 7.58 | 0.479 | 5.49 | 1.75 | 0.1763 | 0.1763 | 0.7556 | 2.79 | 0.1657 | -- | -- | 278,370.90 | 3.86 | 2.89 | 3.87 | 3.06 | 95.45 | 94.76 | 23.30 | 17.15 | -- | -- | 0.1051 | 110.90 | -4.16 | -5.40 | 102.18 | -- | -17.67 | -8.40 |
| Avanza Bank Holding AB | 427.88m | 171.64m | 2.84bn | 691.00 | 16.57 | 6.18 | 15.87 | 6.65 | 13.53 | 13.53 | 33.72 | 36.25 | 0.0176 | -- | -- | 8,025,719.00 | 0.7064 | 0.6902 | 0.8982 | 0.8851 | 70.14 | 81.72 | 40.15 | 46.06 | -- | -- | 0.9219 | 65.53 | 36.60 | 28.34 | 18.97 | 41.53 | -0.8131 | 40.51 |
| Bridgepoint Group PLC | 386.37m | 73.85m | 2.93bn | 378.00 | 38.51 | 3.47 | 30.80 | 7.58 | 0.0822 | 0.0822 | 0.4296 | 0.9114 | 0.1452 | -- | 0.2333 | 907,936.50 | 2.78 | 5.58 | 3.21 | 6.94 | -- | -- | 19.11 | 26.80 | -- | 17.48 | 0.6826 | 62.48 | 4.62 | 17.10 | -41.38 | -- | 4.34 | -- |
| RIT Capital Partners plc | 354.96m | 270.41m | 2.99bn | 62.00 | 11.30 | 0.7374 | -- | 8.44 | 1.63 | 1.63 | 2.13 | 24.98 | 0.0784 | -- | 1.92 | 5,085,484.00 | 5.97 | 5.89 | 6.43 | 6.32 | 89.85 | 92.52 | 76.18 | 78.21 | -- | -- | 0.0724 | 23.16 | 128.16 | 14.77 | 111.45 | 19.52 | 8.45 | 2.86 |
| Azimut Holding SpA | 1.32bn | 504.07m | 3.03bn | 1.70k | 5.84 | 1.92 | 5.38 | 2.30 | 3.84 | 3.84 | 10.06 | 11.71 | 0.1392 | -- | 5.44 | 842,357.30 | 5.62 | 5.09 | 6.10 | 5.41 | 74.43 | 71.83 | 40.35 | 36.21 | -- | -- | 0.2401 | 35.93 | 6.78 | 13.87 | 6.91 | 28.81 | 8.17 | -3.30 |
| JPMorgan Global Growth & Income PLC | 643.96m | 621.68m | 3.14bn | 0.00 | 4.46 | 0.9902 | -- | 4.87 | 1.26 | 1.26 | 1.33 | 5.70 | 0.2352 | -- | 92.27 | -- | 22.70 | 15.48 | 22.88 | 15.65 | 97.74 | 96.04 | 96.54 | 94.12 | -- | -- | 0.0482 | 22.99 | 229.78 | 72.04 | 241.16 | 73.69 | -- | 7.83 |
| Vontobel Holding AG | 1.76bn | 217.40m | 3.22bn | 2.28k | 14.87 | 1.47 | 10.01 | 1.84 | 3.81 | 3.81 | 30.77 | 38.45 | 0.0539 | -- | -- | 771,560.40 | 0.667 | 0.9131 | 1.09 | 1.79 | 75.71 | 78.32 | 12.39 | 15.97 | -- | -- | 0.8565 | 57.71 | 2.45 | 3.48 | -6.57 | -0.5497 | -1.01 | 7.39 |
| 3i Infrastructure PLC | 421.05m | 390.65m | 3.29bn | 0.00 | 8.43 | 0.8749 | -- | 7.82 | 0.3762 | 0.3762 | 0.4055 | 3.62 | -- | -- | -- | -- | -- | 10.95 | -- | 11.08 | 70.59 | 81.49 | 92.78 | 84.50 | -- | -- | 0.1324 | 29.65 | -24.75 | 2.99 | -11.93 | 6.07 | -- | 6.59 |
| Rolinco NV | 91.29m | 134.43m | 3.36bn | 0.00 | 2.11 | 0.308 | -- | 36.79 | 30.85 | 30.85 | 20.96 | 212.73 | 0.1015 | -- | 20.76 | -- | 14.95 | 10.13 | 14.95 | 10.15 | 92.50 | 86.46 | 147.26 | 168.26 | -- | -- | 0.00 | 4.29 | 126.44 | -14.36 | 158.48 | -- | -- | -5.59 |
| Greencoat UK Wind PLC | 240.94m | 89.83m | 3.40bn | 0.00 | 38.64 | 0.8362 | -- | 14.09 | 0.0345 | 0.0345 | 0.0925 | 1.59 | 0.0401 | -- | 167.26 | -- | 1.49 | 8.57 | 1.58 | 8.78 | 84.87 | 93.65 | 37.28 | 82.54 | -- | 1.95 | 0.3301 | 48.87 | -77.14 | 0.184 | -86.77 | -9.02 | -- | 8.17 |
| Kbc Ancora NV | 356.93m | 347.51m | 3.46bn | -- | 9.96 | 1.05 | -- | 9.70 | 4.79 | 4.79 | 4.92 | 45.23 | 0.1043 | -- | 48,035.01 | -- | 10.15 | 11.79 | 10.28 | 11.92 | 98.21 | 96.45 | 97.36 | 127.11 | -- | 2,451.53 | 0.0321 | 49.41 | 21.65 | 6.87 | 23.23 | 7.74 | -- | 5.84 |
| Tikehau Capital SCA | 171.67m | 153.07m | 3.53bn | 758.00 | 23.66 | 1.20 | 60.50 | 20.58 | 0.898 | 0.898 | 1.01 | 17.75 | 0.0367 | -- | 1.65 | 240,027.70 | 3.27 | 3.61 | 3.48 | 3.78 | -- | -- | 89.16 | 63.54 | -- | 4.32 | 0.3576 | 54.29 | -36.86 | -- | -44.82 | -- | -- | 24.57 |
| IG Group Holdings plc | 1.12bn | 346.41m | 3.62bn | 2.57k | 11.47 | 1.78 | 8.66 | 3.22 | 0.787 | 0.787 | 2.54 | 5.06 | 0.3363 | -- | 1.85 | 388,365.80 | 10.37 | 14.99 | 13.25 | 19.27 | 98.39 | 98.24 | 30.83 | 37.03 | -- | -- | 0.1456 | 51.75 | -3.24 | 15.06 | -15.40 | 14.22 | 4.12 | 1.35 |
Data as of Nov 06 2024. Currency figures normalised to Vontobel Holding AG's reporting currency: Swiss Franc CHF
13.20%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| UBS Asset Management Switzerland AGas of 08 Jul 2023 | 1.74m | 3.06% |
| Capital Research & Management Co. (Global Investors)as of 30 Sep 2024 | 1.03m | 1.81% |
| The Vanguard Group, Inc.as of 02 Oct 2024 | 979.59k | 1.72% |
| Capital Research & Management Co. (World Investors)as of 30 Sep 2024 | 910.82k | 1.60% |
| Dimensional Fund Advisors LPas of 03 Oct 2024 | 870.33k | 1.53% |
| Norges Bank Investment Managementas of 30 Jun 2024 | 683.57k | 1.20% |
| Z�rcher Kantonalbank (Investment Management)as of 30 Aug 2024 | 494.50k | 0.87% |
| BlackRock Fund Advisorsas of 02 Oct 2024 | 376.80k | 0.66% |
| Fidelity Management & Research Co. LLCas of 31 Aug 2024 | 293.50k | 0.52% |
| Dimensional Fund Advisors Ltd.as of 03 Oct 2024 | 123.39k | 0.22% |
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Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
