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54.35
1.49%
Market Trading Hours* (UTC) Opens on Monday at 07:00

Mon - Fri: 07:00 - 15:20

  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
  • Cash Flow
  • Ownership
Trading Conditions
Spread 0.50
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.015699 %
Charges from full value of position ($-2.98)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.015699%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.006523 %
Charges from full value of position ($-1.24)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.006523%
Overnight fee time 21:00 (UTC)
Min traded quantity 1
Currency CHF
Margin 5%
Stock exchange Switzerland
Commission on trade 0%

*Information provided by Capital.com

Vontobel Holding AG ESG Risk Ratings

High Medium Low Negligible

‘B’ score indicates good relative ESG performance and above average degree of transparency in reporting material ESG data publicly.

More ESG coverage

Key Stats
Prev. Close* 53.55
Open* 52.85
1-Year Change* 1.73%
Day's Range* 52.85 - 54.45
52 wk Range 50.70-67.80
Average Volume (10 days) 27.60K
Average Volume (3 months) 553.50K
Market Cap 3.07B
P/E Ratio 15.01
Shares Outstanding 55.81M
Revenue 1.66B
EPS 3.59
Dividend (Yield %) 5.56586
Beta 1.54
Next Earnings Date Feb 6, 2024

All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

  • Last Week
  • Last Month
  • Last Year
  • Last two Years
  • Max
  • Daily
  • Weekly
  • Monthly
Date Close Change Change (%) Open High Low
Sep 29, 2023 54.35 1.00 1.87% 53.35 54.65 52.65
Sep 28, 2023 53.55 1.90 3.68% 51.65 53.75 51.65
Sep 27, 2023 52.75 1.50 2.93% 51.25 52.85 51.25
Sep 26, 2023 52.15 0.30 0.58% 51.85 52.45 51.25
Sep 25, 2023 52.35 0.70 1.36% 51.65 52.45 51.65
Sep 22, 2023 51.15 -0.80 -1.54% 51.95 52.25 50.95
Sep 21, 2023 52.35 0.00 0.00% 52.35 52.45 51.05
Sep 20, 2023 52.55 0.10 0.19% 52.45 52.95 52.05
Sep 19, 2023 52.45 0.90 1.75% 51.55 52.85 51.55
Sep 18, 2023 52.35 -0.20 -0.38% 52.55 52.95 51.45
Sep 15, 2023 52.75 0.10 0.19% 52.65 52.95 51.75
Sep 14, 2023 52.65 0.60 1.15% 52.05 52.65 50.75
Sep 13, 2023 52.35 0.30 0.58% 52.05 52.35 51.95
Sep 12, 2023 52.55 0.00 0.00% 52.55 52.85 51.85
Sep 11, 2023 52.85 0.70 1.34% 52.15 53.35 52.15
Sep 8, 2023 52.85 -0.40 -0.75% 53.25 53.25 51.95
Sep 7, 2023 53.75 0.30 0.56% 53.45 54.15 52.85
Sep 6, 2023 54.05 -0.30 -0.55% 54.35 54.65 53.45
Sep 5, 2023 55.05 0.20 0.36% 54.85 55.05 54.25
Sep 4, 2023 55.15 1.20 2.22% 53.95 55.45 53.95

Vontobel Holding AG Events

Time (UTC) Country Event
Tuesday, October 31, 2023

Time (UTC)

06:00

Country

CH

Event

Nine Months 2023 Vontobel Holding AG Trading Statement Release
Nine Months 2023 Vontobel Holding AG Trading Statement Release

Forecast

-

Previous

-
Tuesday, February 6, 2024

Time (UTC)

06:00

Country

CH

Event

Full Year 2023 Vontobel Holding AG Earnings Release
Full Year 2023 Vontobel Holding AG Earnings Release

Forecast

-

Previous

-
View all events
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Total revenue 1655.5 1945 1614.3 1558.4 1429.5
Revenue 1655.5 1945 1614.3 1558.4 1429.5
Cost of Revenue, Total 379 407.8 355.3 299 274
Gross Profit 1276.5 1537.2 1259 1259.4 1155.5
Total Operating Expense 1387.2 1478.5 1294 1252.6 1154.2
Selling/General/Admin. Expenses, Total 904.1 960.1 839.8 853.5 816.8
Depreciation / Amortization 103.3 97.9 97.8 99.4 68.3
Interest Expense (Income) - Net Operating
Unusual Expense (Income) 0 2.5 0.8 0.7 0.5
Other Operating Expenses, Total 0.8 10.2 0.3 0 -5.4
Operating Income 268.3 466.5 320.3 305.8 275.3
Interest Income (Expense), Net Non-Operating -0.9 0.6 0.7 0.9 0.9
Gain (Loss) on Sale of Assets 0 0.1 0 0 0
Net Income Before Taxes 267.4 467.2 321 306.7 276.2
Net Income After Taxes 229.9 383.8 259.4 265.1 232.2
Minority Interest -10 -16.8 -14.1 -11.5
Net Income Before Extra. Items 229.9 373.8 242.6 251 220.7
Net Income 229.9 373.8 242.6 251 220.7
Income Available to Common Excl. Extra. Items 229.8 373.8 242.7 251 220.7
Income Available to Common Incl. Extra. Items 229.8 373.8 242.7 251 220.7
Dilution Adjustment 0
Diluted Net Income 229.8 373.8 242.7 251 220.7
Diluted Weighted Average Shares 57.2857 57.4905 57.1454 57.142 56.9512
Diluted EPS Excluding Extraordinary Items 4.01147 6.50195 4.24706 4.39256 3.87525
Dividends per Share - Common Stock Primary Issue 3 3 2.25 2.25 2.1
Diluted Normalized EPS 4.08951 6.88776 4.33615 4.65682 4.13358
Total Adjustments to Net Income -0.1 0.1
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Total revenue 882.4 773.7 881.8 943.3 1001.7
Revenue 882.4 773.7 881.8 943.3 1001.7
Cost of Revenue, Total 189 177.4 202 182.3 225.9
Gross Profit 693.4 596.3 679.8 761 775.8
Total Operating Expense 732.6 687.1 700.5 709.8 769.1
Selling/General/Admin. Expenses, Total 491.2 454.6 449.5 467.4 492.7
Depreciation / Amortization 53.1 53.1 50.2 48.9 49
Unusual Expense (Income) 0 2 0.5
Other Operating Expenses, Total -0.7 2 -1.2 9.2 1
Operating Income 149.8 86.6 181.3 233.5 232.6
Interest Income (Expense), Net Non-Operating 0.5 0.4 -0.9 0.2 0.8
Gain (Loss) on Sale of Assets 0 0 0 0.1 0
Other, Net
Net Income Before Taxes 150.3 87 180.4 233.8 233.4
Net Income After Taxes 127.6 78.5 151.4 191.9 191.9
Minority Interest 0 -10
Net Income Before Extra. Items 127.6 78.5 151.4 191.9 181.9
Net Income 127.6 78.5 151.4 191.9 181.9
Total Adjustments to Net Income -0.1 0.1 -0.1
Income Available to Common Excl. Extra. Items 127.6 78.4 151.4 192 181.8
Income Available to Common Incl. Extra. Items 127.6 78.4 151.4 192 181.8
Diluted Net Income 127.6 78.4 151.4 192 181.8
Diluted Weighted Average Shares 57.2197 57.6541 56.9173 57.8111 57.1698
Diluted EPS Excluding Extraordinary Items 2.23 1.35983 2.66 3.32116 3.18
Dividends per Share - Common Stock Primary Issue 0 3 0 3 0
Diluted Normalized EPS 2.23 1.35983 2.66 3.34814 3.54098
Dilution Adjustment
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Cash and Short Term Investments 3884.2 7835 6449 7133.6 7229.4
Cash 3884.2 7835 6449 7133.6 7229.4
Total Receivables, Net 66.4 116.4 83.7 320.8 181.7
Total Assets 30509.2 32397.9 31422.4 26240.3 26037.3
Property/Plant/Equipment, Total - Net 383.9 377.3 350.4 354.4 175.5
Property/Plant/Equipment, Total - Gross 654.7 608.1 535.5 488 381.9
Accumulated Depreciation, Total -270.7 -230.8 -185 -133.5 -206.3
Goodwill, Net 528.5 484.8 483.5 487.4 484.2
Intangibles, Net 101.1 62.2 73.3 85.9 95.1
Long Term Investments 15573.9 14497.8 15924.4 11588.7 11157.6
Note Receivable - Long Term 9037.4 8019.3 7116.8 5668.8 6065.8
Other Long Term Assets, Total 23.7 76 23.9 26.1 42.5
Other Assets, Total 910.1 929.1 917.4 574.6 605.5
Accrued Expenses 373 443.2 372.1 366.4 355.3
Notes Payable/Short Term Debt 14473.9 15788.7 15664.8 11269.3 13363.5
Other Current Liabilities, Total 13.3 53.7 37.8 31.1 18.8
Total Liabilities 28490.6 30329 29530.8 24427 24333.8
Total Long Term Debt 598.7 600.1 575.7 621.3 447.6
Deferred Income Tax 61.8 75.6 73 80.9 96.1
Minority Interest 163.6 114.2 70.9
Other Liabilities, Total 12344.4 13338.8 12613.3 11943.8 9981.6
Total Equity 2018.6 2068.9 1891.6 1813.3 1703.5
Common Stock 56.9 56.9 56.9 56.9 56.9
Retained Earnings (Accumulated Deficit) 2196.9 2198.9 1950.1 1883.5 1805.2
Treasury Stock - Common -113.7 -124.4 -65.9 -84.2 -98.8
Unrealized Gain (Loss) -73.1 -0.3 19.1 11.6 -7.3
Other Equity, Total -48.4 -62.2 -68.6 -54.5 -52.5
Total Liabilities & Shareholders’ Equity 30509.2 32397.9 31422.4 26240.3 26037.3
Total Common Shares Outstanding 55.2028 55.2351 55.7523 55.4333 55.2845
Long Term Debt 449.6 449.1 448.6 448.1 447.6
Capital Lease Obligations 149.1 151 127.1 173.2
Current Port. of LT Debt/Capital Leases 625.5 28.9 30.5
Dec 2022 Jun 2022 Dec 2021 Jun 2021 Dec 2020
Cash and Short Term Investments 3884.2 7906.8 7835 7151.7 6449
Cash 3884.2 7906.8 7835 7151.7 6449
Total Assets 30509.2 32943 32397.9 33666.9 31422.4
Property/Plant/Equipment, Total - Net 383.9 384.6 377.3 350.9 350.4
Intangibles, Net 629.6 538.2 547 554.7 556.8
Long Term Investments 15573.9 13079.3 14497.8 15610.2 15924.4
Note Receivable - Long Term 9037.4 9217.8 8019.3 7911 7116.8
Other Assets, Total 1000.2 1816.3 1121.5 2088.4 1025
Notes Payable/Short Term Debt 14473.9 16848.3 15788.7 15930.5 15664.8
Total Liabilities 28490.6 30956.9 30329 31707.5 29530.8
Total Long Term Debt 1043.2 649.4 449.1 448.8 448.6
Long Term Debt 1043.2 649.4 449.1 448.8 448.6
Other Liabilities, Total 12973.5 13459.2 14091.2 15328.2 13417.4
Total Equity 2018.6 1986.1 2068.9 1959.4 1891.6
Common Stock 56.9 56.9 56.9 56.9 56.9
Retained Earnings (Accumulated Deficit) 2196.9 2111.6 2198.9 2001.9 1950.1
Treasury Stock - Common -113.7 -81.6 -124.4 -51.9 -65.9
Unrealized Gain (Loss) -73.1 -50.3 -0.3 11.7 19.1
Other Equity, Total -48.4 -50.5 -62.2 -59.2 -68.6
Total Liabilities & Shareholders’ Equity 30509.2 32943 32397.9 33666.9 31422.4
Total Common Shares Outstanding 55.2028 55.7548 55.2351 56.1172 55.7523
Minority Interest 0
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Net income/Starting Line 229.8 383.8 259.4 265.1 232.2
Cash From Operating Activities -3201.2 1585.7 -595.8 -1032.7 -287.2
Cash From Operating Activities 103.3 100.4 98.6 100.1 68.8
Deferred Taxes -2.8 -7.3 -10.5 3.5
Non-Cash Items 64.2 78.9 44.9 48.7 -1.2
Cash Taxes Paid 69.1 71.1 58.1 42 31.4
Cash Interest Paid 18 16.2 17.1 29.8 23.2
Changes in Working Capital -3598.5 1025.4 -991.4 -1436.1 -590.5
Cash From Investing Activities -392.5 563.3 253 649.4 496.7
Capital Expenditures -66 -62 -66.3 -61 -66.7
Other Investing Cash Flow Items, Total -326.5 625.3 319.3 710.4 563.4
Cash From Financing Activities 304.8 -581.6 -216.7 -225.9 240.6
Total Cash Dividends Paid -168.9 -138.9 -142.6 -137.8 -129.8
Issuance (Retirement) of Stock, Net -88.9 -119.9 -42.3 -60.1 -77
Foreign Exchange Effects -4.5 -2.7 -2 -4.9 -6.5
Net Change in Cash -3293.4 1564.7 -561.5 -614.1 443.6
Issuance (Retirement) of Debt, Net 562.6 -32.5 -31.7 -28 447.4
Financing Cash Flow Items -290.3 -0.1
Dec 2022 Jun 2022 Dec 2021 Jun 2021 Dec 2020
Net income/Starting Line 229.8 151.4 383.8 191.8 259.4
Cash From Operating Activities -3201.2 1629.4 1585.7 1339 -595.8
Cash From Operating Activities 103.3 50.2 100.4 49.4 98.6
Deferred Taxes -2.8 0.6 -7.3
Non-Cash Items 64.2 38.3 78.9 44.9 44.9
Cash Taxes Paid 69.1 34.4 71.1 49.7 58.1
Cash Interest Paid 18 5.4 16.2 6.2 17.1
Changes in Working Capital -3598.5 1389.5 1025.4 1052.3 -991.4
Cash From Investing Activities -392.5 -327.8 563.3 62.3 253
Capital Expenditures -66 -28.7 -62 -26.5 -66.3
Other Investing Cash Flow Items, Total -326.5 -299.1 625.3 88.8 319.3
Cash From Financing Activities 304.8 -40.3 -581.6 -485.5 -216.7
Total Cash Dividends Paid -168.9 -168.9 -138.9 -131.6 -142.6
Issuance (Retirement) of Stock, Net -88.9 -56.9 -119.9 -47.5 -42.3
Issuance (Retirement) of Debt, Net 562.6 185.4 -32.5 -16.2 -31.7
Foreign Exchange Effects -4.5 -4.3 -2.7 3.1 -2
Net Change in Cash -3293.4 1257 1564.7 918.9 -561.5
Financing Cash Flow Items 0.1 -290.3 -290.2 -0.1
Investor Name Investor Type Percent Outstanding Shares Held Shares change Holdings Date Turnover Rating
Shareholder Group of Vontobel Holding AG Corporation 50.8705 28932575 -16800 2022-12-31
UBS Asset Management (Switzerland) Investment Advisor 3.062 1741536 993578 2023-06-30 LOW
Capital Research Global Investors Investment Advisor 3.0001 1706315 8137 2023-08-10 LOW
Dimensional Fund Advisors, L.P. Investment Advisor/Hedge Fund 1.5521 882730 0 2023-07-31 LOW
UBS Asset Management Switzerland AG Investment Advisor 1.4719 837145 5415 2023-04-30 LOW
Norges Bank Investment Management (NBIM) Sovereign Wealth Fund 1.3793 784471 -151795 2022-12-31 LOW
The Vanguard Group, Inc. Investment Advisor/Hedge Fund 1.3748 781928 5198 2023-07-31 LOW
Credit Suisse Asset Management Investment Advisor/Hedge Fund 1.0836 616284 13084 2023-07-31 LOW
Zürcher Kantonalbank (Asset Management) Bank and Trust 0.752 427727 6111 2023-07-31 LOW
BlackRock Institutional Trust Company, N.A. Investment Advisor 0.6723 382370 -8866 2023-07-31 LOW
GAM Investment Management (Switzerland) AG Investment Advisor/Hedge Fund 0.5495 312545 1685 2023-06-30 LOW
Staub (Zeno) Individual Investor 0.2792 158770 23051 2022-12-31
Mirabaud Asset Management AG Investment Advisor 0.2695 153250 24850 2023-03-31 LOW
Argenta Asset Management SA Investment Advisor 0.2621 149097 0 2023-06-30 LOW
Bank Vontobel AG (Private Banking) Bank and Trust 0.1612 91700 0 2023-02-28 LOW
BlackRock Advisors (UK) Limited Investment Advisor/Hedge Fund 0.1583 90029 142 2023-07-31 LOW
Pictet Asset Management Ltd. Investment Advisor/Hedge Fund 0.1422 80878 2265 2023-04-30 LOW
St. Galler Kantonalbank AG Investment Advisor 0.1408 80100 0 2023-03-31 LOW
Charles Schwab Investment Management, Inc. Investment Advisor 0.1358 77260 161 2023-07-31 LOW
zCapital AG Investment Advisor 0.1343 76400 15000 2023-06-30 LOW

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Vontobel Company profile

About Vontobel Holding AG

Vontobel Holding AG is a Switzerland-based private bank and holding company of the Vontobel Group. It is structured into three main business units: Private Banking, Investment Banking, and Asset Management. Private Banking services include portfolio management services for private clients and active investment advisory and custodian services. The Investment Banking business unit focuses on the derivatives and structured products business and on brokerage, as well as on selected corporate finance activities. Asset Management specializes in active asset management based on asset allocation, stock selection and multi-manager approaches. Its products are distributed through wholesale channels and directly to institutional clients. The Bank operates a number of subsidiaries located in Switzerland, Austria, Germany, the United States, the United Kingdom, the United Arab Emirates, Hong Kong, Singapore and Grand Cayman, among others.

Financial summary

BRIEF: For the fiscal year ended 31 December 2021, Vontobel Holding AG revenues increased 21% to SF1.94B. Net income applicable to common stockholders increased 54% to SF373.8M. Revenues reflect Wealth Management segment increase of 50% to SF633.7M, Digital Investing segment increase of 72% to SF315.9M, Switzerland segment increase of 21% to SF892M, Other countries segment increase of 53% to SF164M.

Industry: Investment Management & Fund Operators (NEC)

Gotthardstrasse 43
ZUERICH
ZUERICH 8002
CH

Income Statement

  • Annual
  • Quarterly

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BoE leaves rates unchanged, GBP drops further as investors look for more clarity

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