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US English
53.35
0.19%
Market Trading Hours* (UTC) Open now
Closes on Thursday at 16:20

Mon - Fri: 08:00 - 16:20

  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
  • Cash Flow
  • Ownership
Trading сonditions
Spread 1.60
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.015664 %
Charges from full value of position ($-2.98)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.015664%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.006558 %
Charges from full value of position ($-1.25)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.006558%
Overnight fee time 22:00 (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* 53.45
Open* 53.35
1-Year Change* -8.1%
Day's Range* 53.35 - 53.35
52 wk Range 47.55-67.80
Average Volume (10 days) 20.63K
Average Volume (3 months) 666.65K
Market Cap 3.23B
P/E Ratio 15.82
Shares Outstanding 55.81M
Revenue 1.66B
EPS 3.59
Dividend (Yield %) 5.28169
Beta 1.41
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
Feb 28, 2024 53.45 -0.40 -0.74% 53.85 53.85 52.65
Feb 27, 2024 53.05 -0.20 -0.38% 53.25 53.95 52.95
Feb 26, 2024 53.65 0.30 0.56% 53.35 53.65 52.15
Feb 23, 2024 53.55 0.40 0.75% 53.15 53.85 52.15
Feb 22, 2024 52.45 -1.20 -2.24% 53.65 54.05 52.45
Feb 21, 2024 52.35 -0.90 -1.69% 53.25 53.65 52.35
Feb 20, 2024 53.15 0.60 1.14% 52.55 53.15 51.45
Feb 19, 2024 52.75 0.50 0.96% 52.25 53.05 51.75
Feb 16, 2024 53.55 1.20 2.29% 52.35 53.55 51.75
Feb 15, 2024 52.45 1.70 3.35% 50.75 52.45 50.75
Feb 14, 2024 51.55 0.50 0.98% 51.05 51.75 50.85
Feb 13, 2024 51.25 -0.10 -0.19% 51.35 52.35 51.05
Feb 12, 2024 52.05 0.40 0.77% 51.65 52.15 51.05
Feb 9, 2024 50.25 -0.90 -1.76% 51.15 51.35 49.40
Feb 8, 2024 51.05 -1.30 -2.48% 52.35 52.65 49.65
Feb 7, 2024 53.55 0.20 0.37% 53.35 53.75 52.45
Feb 6, 2024 53.85 0.00 0.00% 53.85 54.25 52.45
Feb 5, 2024 53.15 0.30 0.57% 52.85 54.75 52.85
Feb 2, 2024 53.85 -2.10 -3.75% 55.95 56.05 53.35
Feb 1, 2024 54.85 -2.00 -3.52% 56.85 56.85 54.85

Vontobel Holding AG Events

Time (UTC) Country Event
Wednesday, April 3, 2024

Time (UTC)

10:59

Country

CH

Event

Vontobel Holding AG Annual Shareholders Meeting
Vontobel Holding AG Annual Shareholders Meeting

Forecast

-

Previous

-
Thursday, June 6, 2024

Time (UTC)

10:59

Country

CH

Event

Vontobel Chairman/CEO Conference
Vontobel Chairman/CEO Conference

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 882.6 773.7 881.8 943.3 1001.7
Revenue 882.6 773.7 881.8 943.3 1001.7
Cost of Revenue, Total 189 177.4 202 182.3 225.9
Gross Profit 693.6 596.3 679.8 761 775.8
Total Operating Expense 732.8 687.1 700.5 709.8 769.1
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 -0.5 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
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Cash and Short Term Investments 3771.4 3884.2 7906.8 7835 7151.7
Cash 3771.4 3884.2 7906.8 7835 7151.7
Total Assets 32061.7 30509.2 32943 32397.9 33666.9
Property/Plant/Equipment, Total - Net 366.8 383.9 384.6 377.3 350.9
Intangibles, Net 623.9 629.6 538.2 547 554.7
Long Term Investments 16665.6 15573.9 13079.3 14497.8 15610.2
Note Receivable - Long Term 8702.1 9037.4 9217.8 8019.3 7911
Other Assets, Total 1931.9 1000.2 1816.3 1121.5 2088.4
Notes Payable/Short Term Debt 12832.7 14473.9 16848.3 15788.7 15930.5
Total Liabilities 30053.7 28490.6 30956.9 30329 31707.5
Total Long Term Debt 764.8 1043.2 649.4 449.1 448.8
Long Term Debt 764.8 1043.2 649.4 449.1 448.8
Other Liabilities, Total 16456.2 12973.5 13459.2 14091.2 15328.2
Total Equity 2008 2018.6 1986.1 2068.9 1959.4
Common Stock 56.9 56.9 56.9 56.9 56.9
Retained Earnings (Accumulated Deficit) 2129.3 2196.9 2111.6 2198.9 2001.9
Treasury Stock - Common -64.3 -113.7 -81.6 -124.4 -51.9
Unrealized Gain (Loss) -59.1 -73.1 -50.3 -0.3 11.7
Other Equity, Total -54.8 -48.4 -50.5 -62.2 -59.2
Total Liabilities & Shareholders’ Equity 32061.7 30509.2 32943 32397.9 33666.9
Total Common Shares Outstanding 55.8149 55.2028 55.7548 55.2351 56.1172
Minority Interest
  • 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 982212 2023-06-30 LOW
Capital Research Global Investors Investment Advisor 3.0178 1716363 18185 2023-08-31 LOW
Dimensional Fund Advisors, L.P. Investment Advisor/Hedge Fund 1.5705 893205 2029 2023-09-30 LOW
UBS Asset Management Switzerland AG Investment Advisor 1.52 864528 13480 2023-06-30 LOW
The Vanguard Group, Inc. Investment Advisor/Hedge Fund 1.3798 784770 -121 2023-09-30 LOW
Norges Bank Investment Management (NBIM) Sovereign Wealth Fund 1.3793 784471 -151795 2022-12-31 LOW
Credit Suisse Funds AG Investment Advisor/Hedge Fund 1.0161 577903 19536 2023-09-30 LOW
Zürcher Kantonalbank (Asset Management) Bank and Trust 0.7786 442815 7195 2023-09-30 LOW
BlackRock Institutional Trust Company, N.A. Investment Advisor 0.6744 383565 1059 2023-09-30 LOW
GAM Investment Management (Switzerland) AG Investment Advisor/Hedge Fund 0.53 301460 -6894 2023-09-30 LOW
Mirabaud Asset Management AG Investment Advisor 0.2911 165585 0 2023-07-31 MED
Staub (Zeno) Individual Investor 0.2792 158770 23051 2022-12-31
Argenta Asset Management SA Investment Advisor 0.2621 149097 0 2023-06-30 LOW
BlackRock Advisors (UK) Limited Investment Advisor/Hedge Fund 0.1677 95407 3731 2023-09-30 LOW
Bank Vontobel AG (Private Banking) Bank and Trust 0.1612 91700 0 2023-06-30 LOW
St. Galler Kantonalbank AG Investment Advisor 0.1479 84100 4000 2023-07-31 MED
zCapital AG Investment Advisor 0.1401 79700 -1700 2023-08-31 LOW
Pictet Asset Management Ltd. Investment Advisor/Hedge Fund 0.1381 78516 -4632 2023-06-30 LOW
Charles Schwab Investment Management, Inc. Investment Advisor 0.136 77352 0 2023-09-30 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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