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EFG International AG/Fr. EFGN

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About EFG International AG

EFG International AG is a global private banking group headquartered in Zurich, Switzerland. The company specializes in providing private banking and asset management services, catering primarily to high-net-worth individuals. EFG International offers a range of services, including investment management, wealth planning, and credit and fiduciary services. Established in 1995, the company has expanded its presence with various offices across key financial centers worldwide, enhancing its ability to serve an international clientele. EFG International is known for its strong emphasis on personalized financial solutions and maintaining close relationships with clients through its network of experienced relationship managers.
Ticker
Fr. EFGN
Sector
Finance
Primary listing
XSWX
Employees
3,299
Headquarters
Zurich, Switzerland
Website
www.efginternational.com

EFGN Metrics

BasicAdvanced
CHF 4.9B
18.93
CHF 0.84
0.13
CHF 0.65
4.09%

Bulls say / Bears say

Client inflows remain a strong growth engine. EFG attracted CHF5.7 billion of net new assets in the first half, equal to 6.2% annualised growth and above its 4%–6% target range, extending the run of positive inflows to 15 consecutive half-years. (Private Banker International, StockAnalysis)
The bank is turning asset growth into strong profitability. First-half return on tangible equity reached 22.4%, above its 20% 2028 target, while the cost/income ratio improved to 71.5% and the underlying net profit rose 5% year on year. (StockAnalysis, Private Banker International)
EFG is gaining scale while keeping its balance sheet resilient. Revenue-generating assets under management rose 21% year on year to CHF196.3 billion, passed CHF200 billion after the Quilvest closing, and the bank ended June with a 15% CET1 ratio and an 18.3% total capital ratio. (Private Banker International, StockAnalysis)
Underlying momentum is better than the headline, but reported first-half profit fell to CHF184.6 million from CHF221.2 million and EPS fell to CHF0.57 from CHF0.69. The result also missed the CHF200 million analyst consensus, leaving the shares vulnerable if expectations remain too high. (MarketScreener, investrends.ch)
Lower rates are squeezing a key earnings stream: net interest income fell to CHF137.7 million from CHF184.3 million, while the revenue margin declined to 91 basis points from 97. Fee growth must keep offsetting this pressure, and that may be difficult if markets or client activity weaken. (MarketScreener, Private Banker International)
Acquisition-led expansion is raising execution risk. Operating expenses rose 8% with the recent deals, the cost/income ratio was still 71.5%, and EFG must integrate Quilvest by the end of 2026 while proving that the acquired assets generate durable fee income. (Private Banker International, EFG International)
Data summarised monthly by Lightyear AI. Last updated on 23 Sept 2026.

Funds containing EFGN

AllEURUSDGBP
Funds
Fund name
Fund size
Fr. EFGN weighting
iShares Ageing Population€AGED
€822M0.22%
iShares MSCI World Small Cap$WSML
$9B0.02%
iShares MSCI World Small Cap€IUSN
€7.8B0.02%
iShares MSCI World Small Cap£WLDS
£6.7B0.02%
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.