Vontobel Holding AG/€VONN
1D1W1M3M6MYTD1Y5YMAX
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
13.54
€7.24
0.60
€3.27
3.34%
Price and volume
Market cap
€5.5B
Beta
0.6
52-week high
€99.40
52-week low
€62.52
Average daily volume
69K
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)
€760,430
Management effectiveness
Return on assets (TTM)
1.03%
Return on equity (TTM)
15.61%
Valuation
Price to earnings (TTM)
13.543
Price to revenue (TTM)
3.176
Price to book
1.92
Price to tangible book (TTM)
2.47
Price to free cash flow (TTM)
4.992
Free cash flow yield (TTM)
20.03%
Free cash flow per share (TTM)
19.63
Dividend yield (TTM)
3.34%
Forward dividend yield
3.34%
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
First-half profit rose 87% to CHF 216 million as revenue grew faster than costs. The cost-income ratio fell to 67.9%, below Vontobel’s 72% through-the-cycle target, showing strong operating leverage. (Vontobel)
Private Clients attracted CHF 2.5 billion of net new money in the first half, with inflows across all regions, and the group’s assets under management reached a record CHF 252.2 billion. That points to continued demand for Vontobel’s wealth services despite pressure in some institutional strategies. (Vontobel)
Vontobel’s CET1 ratio rose to 23.2%, giving it a substantial capital buffer and room to fund growth or absorb future regulatory demands. The group says the ratio is comfortably above its internal through-the-cycle targets. (Vontobel)
Reported net new money was only CHF 2.5 billion: CHF 1.3 billion of Raiffeisen mandate outflows and CHF 2.5 billion from Quality Growth strategies offset stronger underlying inflows. The Raiffeisen transfer continues into 2027, while Quality Growth has struggled to attract clients amid demand for AI-focused mega-cap shares. (Vontobel, Finews)
Currency movements remain a drag: a stronger Swiss franc and weaker US dollar reduced the value of overseas earnings when translated into francs. This can weigh on reported results even if local-currency business holds up. (Roic AI)
Data summarised monthly by Lightyear AI. Last updated on 16 Oct 2026.
Upcoming events
No upcoming events
Funds containing VONN
AllUSDEURGBP
Fund name | Fund size | €VONN weighting |
|---|---|---|
Xtrackers MSCI Europe Small Cap£XXSC | $3.6B | 0.19% |
Xtrackers MSCI Europe Small Cap€DX2J | $3.6B | 0.19% |
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.