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About the company
VZ Holding AG is a Switzerland-based holding company engaged in the provision of financial advisory services. It advises individuals and companies on various aspects of investment, mortgage, tax, insurance, retirement and estate planning. The Company operates two business segments: private client segment and corporate client segment. The private client segment focuses on financial consulting and wealth management services, as well as banking services, aimed at wealthy private individuals aged 50 or over. The corporate client segment focuses on the consultancy activities relating to benefit planning, insurance and risk management, as well as cooperates within a framework of an insurance management mandate. The key service in this segment is the administration of pension fund solutions, as well as managing pension funds. The Company operates through wholly owned subsidiaries in Switzerland and Germany, as well as through a minority owned subsidiary Frueh & Partner Vermoegensverwalt AG.
- Revenue in CHF (TTM)587.06m
- Net income in CHF227.45m
- Incorporated1992
- Employees1.62k
- LocationVZ Holding AGInnere Gueterstrasse 2ZUG 6300SwitzerlandCHE
- Phone+41 442072727
- Fax+41 442072728
- Websitehttps://www.vermoegenszentrum.ch/
Peer analysis
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HBM Healthcare Investments AG | 262.50m | 238.49m | 1.53bn | -- | 6.32 | 0.8082 | -- | 5.83 | 35.93 | 35.93 | 39.15 | 280.87 | 0.1342 | -- | 5,706.52 | -- | 12.19 | 5.62 | 12.67 | 5.69 | 91.97 | 69.28 | 90.85 | 66.41 | -- | -- | 0.0857 | 56.52 | 81.12 | -29.13 | 1,812.10 | -36.72 | -- | -0.525 |
| Immo Helvetic | 45.80m | 34.44m | 1.68bn | -- | 32.85 | 1.73 | -- | 36.68 | 7.99 | 7.99 | 10.62 | 151.92 | 0.0499 | -- | -- | -- | 3.75 | 3.32 | 4.22 | 3.44 | 76.29 | 75.11 | 75.21 | 65.37 | -- | 11.04 | 0.2540 | 90.25 | 13.83 | 9.83 | 33.03 | 14.75 | -- | 1.27 |
| Compagnie Financiere Tradition SA | 1.09bn | 125.79m | 2.21bn | 2.40k | 17.63 | 4.70 | 14.21 | 2.02 | 15.66 | 15.66 | 136.12 | 58.70 | 0.7037 | -- | 4.86 | 456,071.70 | 8.58 | 7.43 | 19.31 | 13.44 | -- | -- | 12.19 | 9.83 | -- | -- | 0.4287 | 48.59 | 7.05 | 2.62 | 22.43 | 13.85 | -7.99 | 6.19 |
| SMG Swiss Marketplace Group Holding Ltd | 311.17m | 67.39m | 2.97bn | 863.00 | 44.05 | 3.39 | 24.03 | 9.54 | 0.6867 | 0.6867 | 3.17 | 8.91 | -- | -- | -- | 360,564.30 | -- | -- | -- | -- | -- | -- | 21.73 | -- | -- | 17.11 | 0.2184 | -- | 11.82 | -- | 33.60 | -- | -- | -- |
| Vontobel Holding AG | 1.87bn | 280.10m | 3.86bn | 2.31k | 13.89 | 1.53 | 10.05 | 2.06 | 4.89 | 4.89 | 32.77 | 44.47 | 0.0554 | -- | -- | 810,476.20 | 0.8287 | 0.87 | 1.41 | 1.62 | 75.79 | 77.01 | 14.96 | 15.24 | -- | -- | 0.8605 | 61.76 | 1.26 | 3.01 | 5.26 | 2.91 | -0.0302 | 5.92 |
| VZ Holding AG | 587.06m | 227.45m | 5.75bn | 1.62k | 24.99 | 5.38 | 22.65 | 9.80 | 5.76 | 5.76 | 14.86 | 26.75 | 0.0778 | -- | 5.44 | 374,399.30 | 3.02 | 2.82 | 13.42 | 12.87 | 98.77 | -- | 38.89 | 37.47 | -- | 304.28 | 0.4037 | 45.85 | 14.03 | 13.08 | 16.74 | 16.39 | 14.68 | 21.76 |
| Partners Group Holding AG | 2.23bn | 1.20bn | 25.40bn | 2.00k | 20.78 | 14.70 | 20.15 | 11.39 | 45.78 | 45.78 | 85.25 | 64.70 | 0.4052 | -- | 2.18 | 1,256,394.00 | 21.76 | 23.43 | 31.61 | 28.87 | -- | -- | 53.72 | 55.94 | -- | -- | 0.6443 | 88.01 | 8.71 | 5.46 | 12.39 | 4.62 | 0.7984 | 10.49 |
| Holder | Shares | % Held |
|---|---|---|
| Capital Research & Management Co. (World Investors)as of 31 Dec 2025 | 1.02m | 2.55% |
| UBS Asset Management Switzerland AGas of 06 Jan 2026 | 657.95k | 1.65% |
| The Vanguard Group, Inc.as of 07 Jan 2026 | 540.28k | 1.35% |
| Z�rcher Kantonalbank (Investment Management)as of 31 Dec 2025 | 396.02k | 0.99% |
| Norges Bank Investment Managementas of 30 Jun 2025 | 318.88k | 0.80% |
| FIL Investments Internationalas of 09 Jan 2026 | 317.59k | 0.79% |
| Invesco Advisers, Inc.as of 31 Dec 2025 | 286.24k | 0.72% |
| Vontobel Asset Management AGas of 31 Dec 2025 | 238.82k | 0.60% |
| Dimensional Fund Advisors LPas of 31 Dec 2025 | 164.43k | 0.41% |
| Pictet Asset Management SAas of 31 Oct 2025 | 162.58k | 0.41% |
