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About the company
VZ Holding AG is a Switzerland-based holding company engaged in the provision of financial advisory services. It advises individuals and companies on various aspects of investment, mortgage, tax, insurance, retirement and estate planning. The Company operates two business segments: private client segment and corporate client segment. The private client segment focuses on financial consulting and wealth management services, as well as banking services, aimed at wealthy private individuals aged 50 or over. The corporate client segment focuses on the consultancy activities relating to benefit planning, insurance and risk management, as well as cooperates within a framework of an insurance management mandate. The key service in this segment is the administration of pension fund solutions, as well as managing pension funds. The Company operates through wholly owned subsidiaries in Switzerland and Germany, as well as through a minority owned subsidiary Frueh & Partner Vermoegensverwalt AG.
- Revenue in CHF (TTM)489.24m
- Net income in CHF186.94m
- Incorporated1992
- Employees1.39k
- LocationVZ Holding AGInnere Gueterstrasse 2ZUG 6300SwitzerlandCHE
- Phone+41 442072727
- Fax+41 442072728
- Websitehttps://www.vermoegenszentrum.ch/
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
International Public Partnerships Ltd | 171.69m | 123.23m | 2.74bn | 180.00 | 22.27 | 0.8093 | -- | 15.94 | 0.0564 | 0.0564 | 0.0786 | 1.55 | 0.0493 | -- | 2.74 | -- | 3.53 | 6.41 | 3.55 | 6.46 | 76.28 | 84.60 | 71.77 | 82.20 | -- | -- | 0.0348 | 74.61 | 121.08 | 21.09 | 152.99 | 25.14 | -- | 2.61 |
St James's Place PLC | 21.62bn | -11.54m | 2.83bn | 2.30k | -- | 2.52 | 75.88 | 0.1311 | -0.0178 | -0.0178 | 34.50 | 1.79 | 0.1168 | -- | -- | 8,236,249.00 | -0.0061 | 0.1589 | -- | -- | -- | -- | -0.0523 | 2.21 | -- | -- | 0.2744 | 101.78 | 259.33 | -- | -102.48 | -- | 20.50 | -13.15 |
Abrdn PLC | 1.68bn | 13.71m | 3.00bn | 5.06k | 183.96 | 0.5168 | 19.04 | 1.78 | 0.0078 | 0.0078 | 0.7637 | 2.76 | 0.171 | -- | -- | 291,419.50 | 0.1392 | 2.89 | 0.1394 | 3.06 | 94.84 | 94.76 | 0.8141 | 17.15 | -- | 6.82 | 0.1053 | 110.90 | -4.16 | -5.40 | 102.18 | -- | -17.67 | -8.40 |
Vontobel Holding AG | 1.70bn | 214.70m | 3.11bn | 2.28k | 14.57 | 1.45 | 9.71 | 1.83 | 3.75 | 3.75 | 29.65 | 37.85 | 0.0569 | -- | -- | 745,494.50 | 0.7198 | 0.9131 | 1.26 | 1.79 | 76.67 | 78.32 | 12.66 | 15.97 | -- | -- | 0.8502 | 57.71 | 2.45 | 3.48 | -6.57 | -0.5497 | -1.01 | 7.39 |
IG Group Holdings plc | 1.13bn | 344.42m | 3.12bn | 2.54k | 9.89 | 1.51 | 7.46 | 2.77 | 0.7354 | 0.739 | 2.41 | 4.82 | 0.344 | -- | 1.96 | 388,678.50 | 10.53 | 16.41 | 13.13 | 21.00 | 98.37 | 97.94 | 30.60 | 37.94 | -- | -- | 0.1466 | 55.71 | 4.67 | 11.62 | -8.18 | 9.94 | 13.35 | 0.9092 |
Burford Capital Limited | 982.44m | 551.84m | 3.13bn | 158.00 | 5.76 | -- | -- | 3.18 | 2.17 | 2.17 | 3.88 | -- | -- | -- | -- | -- | -- | 7.17 | -- | 8.13 | -- | -- | 66.08 | 52.00 | -- | 11.20 | -- | 11.23 | 240.48 | 20.66 | 1,901.32 | 13.96 | -- | 0.00 |
Tikehau Capital SCA | 185.96m | 172.88m | 3.46bn | 758.00 | 20.65 | 1.11 | -- | 18.63 | 0.9782 | 0.9782 | 1.05 | 18.18 | 0.0388 | -- | 1.88 | 250,711.10 | 3.60 | 3.61 | 3.85 | 3.78 | -- | -- | 92.92 | 63.54 | -- | 4.78 | 0.3182 | 54.29 | -36.86 | -- | -44.82 | -- | -- | 24.57 |
Azimut Holding SpA | 1.35bn | 425.24m | 3.52bn | 1.62k | 8.00 | 2.24 | 7.31 | 2.61 | 3.14 | 3.14 | 9.97 | 11.20 | 0.1416 | -- | -- | -- | 4.70 | 5.08 | 4.89 | 5.35 | 75.06 | 71.71 | 33.20 | 36.12 | -- | 161.19 | 0.2561 | 35.48 | 6.33 | 13.85 | 8.00 | 28.81 | 8.17 | -3.58 |
Man Group PLC | 1.06bn | 211.51m | 3.63bn | 1.79k | 17.17 | 2.49 | 12.95 | 3.44 | 0.1538 | 0.1538 | 0.7657 | 1.06 | 0.304 | -- | 2.08 | 516,308.20 | 6.09 | 11.61 | 7.84 | 14.98 | -- | -- | 20.03 | 27.23 | -- | -- | 0.2079 | 47.55 | -32.56 | 4.00 | -61.51 | -3.04 | 1.26 | -1.27 |
Swissquote Group Holding SA | 589.04m | 217.63m | 3.87bn | 1.13k | 17.36 | 4.18 | 15.15 | 6.57 | 14.55 | 14.55 | 39.38 | 60.48 | 0.0584 | -- | -- | 519,439.00 | 2.16 | 1.72 | 19.08 | 21.23 | 96.45 | 94.51 | 36.95 | 31.53 | -- | 7.05 | 0.9056 | 23.30 | 29.24 | 18.46 | 38.27 | 37.30 | 15.18 | 33.87 |
Hargreaves Lansdown PLC | 860.52m | 344.64m | 4.00bn | 2.28k | 11.61 | 4.91 | 11.04 | 4.65 | 0.6354 | 0.6354 | 1.59 | 1.50 | 0.6697 | -- | 1.38 | 330,830.00 | 26.82 | 24.30 | 44.94 | 49.85 | -- | -- | 40.05 | 46.86 | -- | -- | 0.0141 | 77.54 | 26.09 | 10.43 | 49.70 | 6.50 | 7.11 | 5.21 |
European Energy Exchange AG | -97.85bn | -97.85bn | 4.03bn | 764.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.24 | -- | 3.13 | -- | -- | -- |
VZ Holding AG | 489.24m | 186.94m | 4.40bn | 1.39k | 23.19 | 4.71 | 20.94 | 8.99 | 4.74 | 4.74 | 12.42 | 23.34 | 0.0784 | -- | 6.12 | 351,716.00 | 3.00 | 2.74 | 13.86 | 12.56 | 99.08 | -- | 38.23 | 36.39 | -- | 236.93 | 0.3711 | 43.82 | 16.78 | 11.48 | 23.72 | 13.76 | -5.98 | 17.98 |
Robeco Sustainable Global Str Eqts FndNV | 310.45m | 283.68m | 4.70bn | -- | 10.63 | 0.941 | -- | 15.14 | 5.65 | 5.65 | 6.26 | 63.79 | 0.0976 | -- | 5.38 | -- | 8.91 | 9.68 | 8.91 | 9.69 | 91.38 | 91.88 | 91.38 | 91.84 | -- | -- | 0.00 | 20.36 | -158.37 | -- | -163.56 | -- | -- | -- |
Moskovskaya Birzha MMVB-RTS PAO | 1.05bn | 594.13m | 4.91bn | 2.59k | 8.24 | 2.23 | 7.65 | 4.66 | 26.78 | 26.78 | 47.42 | 98.67 | -- | -- | -- | 41,627,800.00 | -- | 0.5984 | -- | 0.8066 | -- | -- | 56.45 | 49.77 | -- | 25.20 | 0.9682 | 52.42 | 25.09 | 21.96 | 67.56 | 25.25 | 15.91 | 17.64 |
Holder | Shares | % Held |
---|---|---|
Capital Research & Management Co. (World Investors)as of 31 Dec 2023 | 1.49m | 3.72% |
Invesco Advisers, Inc.as of 31 Jan 2024 | 601.52k | 1.50% |
The Vanguard Group, Inc.as of 07 Mar 2024 | 464.10k | 1.16% |
UBS Asset Management Switzerland AGas of 05 Mar 2024 | 430.88k | 1.08% |
Premier Fund Managers Ltd.as of 30 Nov 2023 | 423.47k | 1.06% |
Credit Suisse Asset Management (Schweiz) AGas of 29 Feb 2024 | 414.29k | 1.04% |
Mawer Investment Management Ltd.as of 30 Jun 2023 | 383.73k | 0.96% |
Norges Bank Investment Managementas of 31 Dec 2023 | 345.16k | 0.86% |
FIL Investments Internationalas of 08 Mar 2024 | 328.60k | 0.82% |
Z�rcher Kantonalbank (Investment Management)as of 31 Jan 2024 | 269.41k | 0.67% |