Metrics as of 10/17/2026, 06:05 AM (Berlin time), refresh in progress.
Vontobel Holding AG
Vontobel Holding AG is a financial services company based in Zurich, Switzerland. Founded in 1924, the firm provides various financial services to private and institutional clients both in Switzerland and internationally. The company's business model includes asset management and investment solutions for equities,…
Company description based on the data provider's company data, AI-assisted, created on 15/10/2026. Not investment advice.
1D
+0.2%
1W
+0.3%
1M
-2.5%
6M
+28.4%
YTD
+39.3%
1Y
+49.8%
2Y
+60.3%
5Y
+8.1%
10Y
+86.5%
Next earnings date
10/02/2027 (in 116 days)
Volatility around earnings
~8% stronger price swings than usual
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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.
Very robust business model with strong megatrend tailwind: wide moat, strong pricing power, predictable revenue.
Vontobel Holding AG is a financial services provider serving private and institutional clients in Switzerland as well as internationally. The business encompasses investment solutions in the areas of equities, bonds, quantitative strategies, multi-asset as well as private markets and structured products such as certificates and options. In addition, the company offers various financing options, including real estate financing, lombard loans as well as margin requirements for derivatives trading and advance payments.
P/E
13.2
P/B
1.91
EV/EBITDA
33.53
RETURN ON EQUITY
8.2%
NET MARGIN
20.2%
DEBT/EQUITY
6.97
DIVIDEND YIELD
3.3%
AS OF
30/06/2026
FREE FLOAT
46.5%
FLOAT SHARES
26,162,208
AVG. DAILY VOLUME (30D)
69,347
Vontobel Holding AG is a company in the Financial Services sector, Asset Management industry, headquartered in Switzerland.
The CEO is Georg Franz Friedrich Schubiger, the company employs around 2,279 people.
The IPO was on 11/06/2001; the stock trades on SIX under the ticker VONN.SW.
The next earnings date is 10/02/2027.
Around past earnings, price swings were roughly 8% stronger than usual.
Yes. The last dividend was CHF 3.00 per share, ex-date 16/04/2026, paid on 20/04/2026.
The dividend yield is 3.3% (as of 30/06/2026).
Comparable stocks include Julius Baer Gruppe, BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial and Ares Management.
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Not investment advice. Past performance is not an indicator of future results.