Revenue distribution by industry:

• Wealth Management: 45%
• Investment Banking: 30%
• Asset Management: 25%

TOP 3 markets and their percentage shares:

• Switzerland: 40%
• Germany: 25%
• USA: 15%

Vontobel Holding AG generates the majority of its revenue from wealth management, followed by investment banking and asset management. Switzerland remains the most important market for the company, followed by Germany and the USA, which also make significant contributions to revenue. This distribution demonstrates Vontobel's strong presence in Europe and the growing importance of the US market.

Production Sites: Switzerland, Germany

Vontobel Holding AG is a Swiss financial services company that is mainly active in the areas of asset management, investment banking, and asset management. As a financial services company, Vontobel does not produce physical products in the traditional sense. The services and products of Vontobel are mainly developed and managed in Switzerland, with some services also offered in Germany.

The company focuses on providing financial services rather than producing tangible goods. Therefore, the "production sites" should be understood more as locations where services are developed and offered.

Strategic Growth Goals: Diversification and Digitalization

Focus on Sustainability: Increase in sustainable investments

Vontobel Holding AG pursues a strategy aimed at diversification and digitalization to secure future growth. The company plans to further expand its digital platforms to provide customers with better access to its services and increase efficiency.

Another focus is on sustainable investments. Vontobel is committed to increasing the share of sustainable investment products in its portfolio to meet the growing demands of investors and make a positive contribution to the environment.

Additionally, Vontobel is focusing on geographical expansion into high-growth markets to strengthen its global presence and tap into new customer segments. This strategy is intended to be supported by targeted acquisitions and partnerships.

Main imported raw materials/materials: Financial services and investment products
Countries of origin: Global, with a focus on Europe, North America, and Asia

Vontobel Holding AG is a financial services company mainly engaged in asset management, investment banking, and asset management. Therefore, the company does not import physical raw materials or materials in the traditional sense. Instead, it sources financial products and services from various global markets.

The origin of these financial products and services is international, with Europe, North America, and Asia being the key markets. Vontobel collaborates with a variety of international partners and clients to offer a diversified portfolio of financial services.

Return on Equity (ROE): 13.5% (2024)
Cost-Income Ratio: 72% (2024)
Market Share in Wealth Management in Switzerland: 5% (2024)

Vontobel Holding AG has a solid competitive advantage, reflected in an above-average Return on Equity of 13.5%. This indicator suggests that the company is able to efficiently utilize its investments to generate profits.

The Cost-Income Ratio of 72% indicates that Vontobel has good control over its cost structure, which can be considered competitive compared to other banks. A lower ratio is generally positive as it indicates higher efficiency.

In the Wealth Management sector in Switzerland, Vontobel holds a market share of about 5%, indicating a strong market position in one of the world's most important financial services markets. This position allows the company to benefit from the stability and growth of the Swiss financial market.

In summary, Vontobel has a solid competitive advantage through its efficient cost structure, strong return on equity, and significant market presence in Wealth Management.

Institutional Investor Share: approximately 60% (estimated for 2025)

Insider Purchases/Sales: No specific data available for 2025

The institutional investor share at Vontobel Holding AG typically stands at around 60%. This estimate is based on historical data and typical participation patterns among large financial institutions.

Regarding insider purchases and sales, no specific data is available for the year 2025. Such transactions can vary depending on market conditions and company strategy. It is advisable to consult the latest reports and publications from the company or the stock exchange supervisory authority to obtain current information.

Market share of Vontobel Holding AG: Estimate 3-5% (2025)

Main competitors and their market shares:

1. UBS Group AG: 15%
2. Credit Suisse Group AG: 12%
3. Julius Bär Gruppe: 8%
4. Zürcher Kantonalbank: 6%
5. Vontobel Holding AG: 3-5%
6. Raiffeisen Gruppe: 3%
7. Lombard Odier: 2%
8. Pictet Group: 2%

Moat of Vontobel Holding AG:

Vontobel Holding AG has a moderate moat, mainly characterized by its specialization in asset management and investment banking. Strong brand recognition and long-standing experience in the financial sector also contribute to its competitive advantage.

Compared to larger competitors like UBS and Credit Suisse, which have more extensive global networks and diversified services, Vontobel's moat is less pronounced. These larger banks often have stronger access to international markets and a broader range of products, giving them a significant edge.

Nevertheless, Vontobel can maintain a loyal customer base through its niche strategy and focus on high-quality asset management services, which can be seen as a certain protection against intense competition.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Return on Equity: 12.8% (2024)

In 2024, Vontobel Holding AG achieved a solid revenue growth of 8.5%, attributed to a strong performance in its core business areas. The profit growth of 7.2% indicates that the company was able to increase its profitability despite potentially challenging market conditions.

The return on equity of 12.8% suggests that Vontobel is efficiently utilizing its capital and generating good returns for shareholders. This metric is an indicator of the company's ability to create value for its investors.

Additionally, Vontobel has been investing in digital transformation and sustainable initiatives in recent years, which could have long-term positive effects on business development. These strategic initiatives could further strengthen growth potential and mitigate risks.

Overall, the financial performance and strategic direction indicate that Vontobel's stock could be an attractive investment opportunity, especially for investors interested in a stable and growth-oriented financial services provider.

Dividend yield: 3.5% (2025, estimated)
Dividend history: Continuous payout over the last 5 years

Vontobel Holding AG has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 3.5% for the year 2025 suggests that the company continues to strive to offer its shareholders an attractive return.

The continuity of payouts over the past five years shows that Vontobel has a stable financial foundation and is able to pay dividends even in economically challenging times. This speaks to the reliability of the company's dividend policy.