EFG International AG/€EFGN
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About EFG International AG
EFG International AG is a Swiss private banking group that offers private banking and asset management services. Headquartered in Zurich, Switzerland, EFG International operates through a network of locations in major financial centers across Europe, Asia, the Americas, and the Middle East. The company provides services such as wealth management, investment solutions, and financial planning to high-net-worth individuals and institutions. Founded in 1995, EFG International is known for its strong client relationships and personalized financial services. The firm's strategic positioning is bolstered by its robust global presence and a diversified service offering tailored to meet the complex needs of its clients.
- Ticker
- €EFGN
- Sector
- Finance
- Primary listing
- XGAT
- Employees
- 3,299
- Headquarters
- Zurich, Switzerland
- Website
- www.efginternational.com
EFGN Metrics
BasicAdvanced
€5.4B
18.77
€0.93
0.13
€0.71
4.05%
Price and volume
Market cap
€5.4B
Beta
0.13
52-week high
€21.95
52-week low
€16.54
Average daily volume
277K
Dividend rate
€0.71
Financial strength
Dividend payout ratio (TTM)
73.87%
Profitability
Net profit margin (TTM)
17.38%
Operating margin (TTM)
30.06%
Effective tax rate (TTM)
18.59%
Revenue per employee (TTM)
€563,010
Management effectiveness
Return on assets (TTM)
0.72%
Return on equity (TTM)
12.30%
Valuation
Price to earnings (TTM)
18.766
Price to revenue (TTM)
2.839
Price to book
2.1
Price to tangible book (TTM)
2.45
Price to free cash flow (TTM)
4.227
Free cash flow yield (TTM)
23.66%
Free cash flow per share (TTM)
4.147
Dividend yield (TTM)
4.05%
Growth
Revenue change (TTM)
7.36%
Earnings per share change (TTM)
-26.64%
3-year revenue growth (CAGR)
7.39%
3-year earnings per share growth (CAGR)
4.85%
10-year earnings per share growth (CAGR)
16.62%
3-year dividend per share growth (CAGR)
13.04%
10-year dividend per share growth (CAGR)
10.03%
Bulls say / Bears say
EFG attracted CHF 5.7bn of net new assets in H1 2026, a 6.2% annualised rate above its 4–6% target and its 15th consecutive half-year of inflows. That points to sustained organic growth. (EFG International)
After completing the Quilvest acquisition in July, EFG’s assets under management topped CHF 200bn. A larger asset base could support broader client coverage and future operating leverage. (EFG International)
Net fee and commission income rose 20% to CHF 433.7m, while return on tangible equity reached 22.4%, above EFG’s 2028 target of 20%. This suggests the bank is turning client activity into strong returns despite pressure on interest income. (EFG International)
Net interest income fell to CHF 135.1m from CHF 182.0m a year earlier, and the revenue margin narrowed to 91 basis points from 97. Continued rate pressure could weigh on earnings if fees do not keep offsetting it. (EFG International)
Operating expenses rose 8% to CHF 619.4m, slightly faster than the 7% increase in operating income. The cost/income ratio remained high at 71.5%, limiting evidence of operating leverage so far. (EFG International)
A trustee is pursuing Madoff-related clawback claims of about USD 377m plus interest against EFG, and the bank says it cannot reliably estimate any potential loss. The unresolved case leaves a material legal overhang. (EFG International)
Data summarised monthly by Lightyear AI. Last updated on 20 Oct 2026.
EFGN Financial Performance
Revenues and expenses
EFGN Earnings Performance
Company profitability
Upcoming events
No upcoming events
Funds containing EFGN
AllUSDEURGBP
Fund name | Fund size | €EFGN weighting |
|---|---|---|
Xtrackers MSCI Europe Small Cap£XXSC | $3.6B | 0.12% |
Xtrackers MSCI Europe Small Cap€DX2J | $3.6B | 0.12% |
L&G Global Quality Dividends£LDGG | $353M | 0.05% |
Vanguard ESG Developed Europe All Cap£V3EA | €125M | 0.03% |
Vanguard ESG Developed Europe All Cap£V3EL | €35M | 0.03% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.