Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Partners Group Holding AG is a Swiss-based global private markets investment firm founded in 1996 in Zug by Urs Wietlisbach, Marcel Erni, and Alfred Gantner. It specializes in managing funds across private equity, private credit, private real estate, private infrastructure, and emerging areas like royalties and growth equity. The firm offers a differentiated model including bespoke client solutions, semi-liquid open-ended evergreen funds, and traditional closed-end funds, serving institutional investors, private banks, high-net-worth individuals, and other financial institutions. With a history of innovation, it pioneered evergreen funds in 2001, launched the first European Long-Term Investment Fund (ELTIF) in private equity in 2016, and expanded globally with offices in key regions like New York, Singapore, and Dubai. As of mid-2025, it manages USD 174 billion in assets under management, reflecting steady growth from USD 152 billion at the end of 2024, and ranks among the top publicly listed private markets firms by market capitalization. Headquartered in Baar, Switzerland, with around 2,032 employees, Partners Group emphasizes entrepreneurial ownership, responsible investing as an early UNPRI signatory, and comprehensive lifecycle management of private market investments.
Margins and capital returns are both well above average: 62.62% operating margin, ROIC at 27.50%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue grew 21.9%, still solid. Margins contracted 2.2pp, which offsets some of the top-line progress.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
CHF 2.46B
▲ +21.9% YoY
Net Income (TTM)
CHF 1.26B
▲ +11.8% YoY
Op. Margin
62.62%
▼ -2.2pp YoY
ROIC
27.50%
▲ +2.0pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
CHF 1.49B
▲ +88.5% YoY
Op. Cash Flow (TTM)
CHF 1.50B
▲ +85.1% YoY
Net Debt
CHF 2.16B
Cash & Equiv.
CHF 329M
3Y CAGR: +10.7%
3Y CAGR: +15.3%
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