Vontobel Holding AG/€VONN
1D1W1MYTD1Y5YMAX
Capital at risk
About Vontobel Holding AG
Vontobel Holding AG is a Swiss financial services group headquartered in Zurich, Switzerland. The company operates primarily in the banking and financial services industry, offering wealth and asset management services, as well as investment and advisory services to private and institutional clients. Vontobel benefits from a strong presence in Europe with operations extending into North America and Asia, reflecting its strategic focus on serving global markets. The company distinguishes itself through a commitment to specialized investment solutions and client-centric advisory services, supported by innovative technology platforms. Vontobel was founded in 1924 and has built a reputation for stability and reliability in personalized financial services.
- Ticker
- €VONN
- Sector
- Finance
- Primary listing
- XGAT
- Employees
- 2,279
- Headquarters
- Zurich, Switzerland
- Website
- www.vontobel.com
VONN Metrics
BasicAdvanced
€5.5B
13.93
€7.06
0.60
€3.27
3.33%
Price and volume
Market cap
€5.5B
Beta
0.6
52-week high
€99.40
52-week low
€62.52
Average daily volume
62K
Dividend rate
€3.27
Financial strength
Dividend payout ratio (TTM)
44.61%
Profitability
Net profit margin (TTM)
23.89%
Operating margin (TTM)
30.98%
Effective tax rate (TTM)
22.07%
Revenue per employee (TTM)
€741,600
Management effectiveness
Return on assets (TTM)
1.03%
Return on equity (TTM)
15.61%
Valuation
Price to earnings (TTM)
13.93
Price to revenue (TTM)
3.267
Price to book
1.97
Price to tangible book (TTM)
2.53
Price to free cash flow (TTM)
5.135
Free cash flow yield (TTM)
19.47%
Free cash flow per share (TTM)
19.144
Dividend yield (TTM)
3.33%
Forward dividend yield
3.33%
Growth
Revenue change (TTM)
15.20%
Earnings per share change (TTM)
51.40%
3-year revenue growth (CAGR)
7.04%
3-year earnings per share growth (CAGR)
22.94%
10-year earnings per share growth (CAGR)
7.51%
10-year dividend per share growth (CAGR)
4.95%
Bulls say / Bears say
Swiss bank Vontobel reported a record H1 2026 net profit of CHF 216 million, up 87 percent year-on-year and surpassing consensus forecasts of CHF 168 million (Reuters)
Assets under management climbed 5 percent to CHF 252.2 billion by June 30, 2026, driven by robust market performance and net new money, positioning the firm ahead of through-the-cycle targets (Reuters)
Net new money reached CHF 2.5 billion in the first half of 2026, fueled entirely by private client inflows, underscoring strong client acquisition and retention in its core wealth management segment (Reuters)
Despite positive inflows in Q1, the institutional clients segment recorded zero net new money in Q2 2026 due to CHF 1.3 billion outflows from Raiffeisen insourcing and CHF 2.5 billion outflows linked to its Quality Growth mandate, highlighting challenges in retaining and growing institutional assets (Reuters)
Vontobel’s net new money momentum showed volatility, with CHF 1.7 billion of positive inflows in Q1 2026 followed by no net inflows in Q2, indicating inconsistent client demand and difficulty scaling solutions across its business units (Reuters)
Traditional asset managers like Vontobel face mounting competitive pressure from private-capital firms, which achieved 16 percent annual AUM growth from 2021 to 2025 versus just 1 percent for traditional peers, risking further market share and margin erosion (Reuters Breakingviews)
Data summarised monthly by Lightyear AI. Last updated on 23 Aug 2026.
Upcoming events
No upcoming events
Funds containing VONN
AllEURGBP
Fund name | Fund size | €VONN weighting |
|---|---|---|
Xtrackers MSCI Europe Small Cap€DX2J | €3.2B | 0.19% |
Xtrackers MSCI Europe Small Cap£XXSC | £2.8B | 0.19% |
L&G Global Quality Dividends£LDGG | £279M | 0.06% |
Vanguard ESG Global All Cap£V3AB | £905M | 0.00% |
Vanguard ESG Global All Cap€V3AA | €1.1B | 0.00% |
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.