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Vontobel Holding AG/Fr. VONN

1D1W1MYTD1Y5YMAX

About Vontobel Holding AG

Vontobel Holding AG is an investment management firm based in Zurich, Switzerland. It operates in the financial services industry, offering a range of products and services including asset management, private banking, and investment banking. The company is structured into divisions focusing on wealth management, asset management, and investment banking, catering to private clients, intermediaries, and institutional clients worldwide. Vontobel has a global presence with offices in financial hubs across Europe, the United States, and Asia, allowing it to serve a diverse international clientele. Its strategic positioning relies on offering tailored financial solutions and leveraging its expertise in selected markets. Established in 1924, Vontobel has a long history of adapting to financial market changes while maintaining a focus on client-driven approaches.
Ticker
Fr. VONN
Sector
Finance
Primary listing
XSWX
Employees
2,279
Headquarters
Zurich, Switzerland
Website
www.vontobel.com

VONN Metrics

BasicAdvanced
CHF 5B
13.47
CHF 6.66
0.60
CHF 3.00
3.34%

Bulls say / Bears say

First-half 2026 profit rose 87% to CHF 216 million as revenue grew 24%, while the cost-to-income ratio fell to 67.9%. The improvement points to strong operating leverage and better cost control. (Vontobel)
Private Clients brought in CHF 2.5 billion of net new money, with inflows across every region, and group assets under management reached CHF 252.2 billion. That gives Vontobel a growing client base and a larger pool of assets from which to earn fees. (Vontobel)
The CET1 capital ratio rose to 23.2%, giving Vontobel a substantial capital cushion. This supports resilience and leaves the group with flexibility to invest in growth. (Vontobel)
Reported first-half net new money was CHF 2.5 billion, or 2.1% annualised growth, below Vontobel’s 4–6% medium-term target; the adjusted figure of CHF 6.3 billion excludes Raiffeisen and Quality Growth outflows. Persistent weakness in those areas could keep headline flows subdued. (Vontobel, Reuters)
Currency movements remain a drag: Vontobel said the stronger Swiss franc and weaker US dollar reduced first-half earnings, with profit before tax about CHF 30 million higher absent the dollar effect. Continued FX headwinds could weigh on reported results. (StockAnalysis)
A Zurich Cantonal Bank analyst argued that unusually strong structured-products revenue in the first half was not sustainable, cutting estimates for 2027 and 2028. The analyst also judged the share valuation too high after its rally, leaving scope for earnings expectations or the share price to disappoint. (Cash)
Data summarised monthly by Lightyear AI. Last updated on 1 Oct 2026.

VONN Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

VONN Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing VONN

AllEURUSDGBP
Funds
Fund name
Fund size
Fr. VONN weighting
iShares Ageing Population€AGED
€822M0.27%
iShares STOXX Europe 600 Banks€EXV1
€3.7B0.13%
iShares MSCI World Small Cap$WSML
$9B0.03%
iShares MSCI World Small Cap€IUSN
€7.8B0.03%
iShares MSCI World Small Cap£WLDS
£6.7B0.03%
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.