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.
Vontobel Holding AG is a publicly listed Swiss holding company that oversees an international investment firm with deep Swiss roots, specializing in wealth management, active asset management, and tailored investment solutions for private and institutional clients. Founded in 1924 as a brokerage and evolving into its current form by 1936 under family leadership, it manages over CHF 207 billion in assets as of recent reports, operating from its Zurich headquarters across 28 global locations. Majority-owned by the Vontobel family and the Vontobel Foundation through a pooling agreement, it maintains entrepreneurial independence while upholding public company transparency and standards, including strong credit ratings from Moody’s. Vontobel Holding AG emphasizes sustainability, ESG integration, and client-centric innovation, serving diverse markets from Switzerland to North America, APAC, and emerging regions. With more than 2,200 employees, it plays a pivotal role in the global financial landscape by empowering investors through active strategies and comprehensive services.
Revenue growth slowed to 0.6%, essentially flat. This is a business that needs a catalyst.
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 1.42B
▲ +0.6% YoY
Net Income (TTM)
CHF 280M
▲ +5.3% YoY
Op. Margin
—
ROIC
—
Cash Flow & Balance Sheet
FCF (TTM)
CHF 1.02B
▲ +235.5% YoY
Op. Cash Flow (TTM)
CHF 1.58B
▼ -15.8% YoY
Net Debt
-CHF 2.69B
Net Cash Position
Cash & Equiv.
CHF 5.53B
3Y CAGR: +3.3%
Continue Research