EFG International AG (XSWX:EFGN) Institutional Ownership: 16.66% (As of Jul. 29, 2026)

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XSWX:EFGN EFG International AG XSWX:EFGN
67 GF Score
Price CHF15.96
GF Value CHF15.22
Valuation Fairly Valued
! 3 Warning Signs
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What is EFG International AG Institutional Ownership?

EFG International AG XSWX:EFGN -0.25% 67 Institutional Ownership is 16.66% as of Jul. 29, 2026. GuruFocus rates XSWX:EFGN with a GF Score™ of 67/100 and a GF Value™ of CHF15.22 (Fairly Valued). The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, EFG International AG's institutional ownership is 16.66%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, EFG International AG's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, EFG International AG's Float Percentage Of Total Shares Outstanding is 0.00%.

EFG International AG Institutional Ownership Historical Data

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The historical data trend for EFG International AG's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

EFG International AG Institutional Ownership Chart

EFG International AG Historical Data

The historical data trend for EFG International AG can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 15.23 15.27 15.65 16.19 16.39 16.68 16.59 17.00 16.86 16.66
XSWX:EFGN
67GF Score
EFG International AG XSWX:EFGN
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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EFG International AG Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 16.66% mean?
EFG International AG (XSWX:EFGN) has a Institutional Ownership of 16.66% as of Jul. 29, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on EFG International AG and its competitors.
Is EFG International AG's Institutional Ownership too high?
EFG International AG's current Institutional Ownership is 16.66%. Overall, EFG International AG has a GF Score™ of 67/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does EFG International AG's Institutional Ownership compare to JPM and BAC?
EFG International AG's Institutional Ownership of 16.66% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on EFG International AG and its competitors. EFG International AG's current Institutional Ownership is 16.66%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EFG International AG stock overvalued right now?
Based on GuruFocus' analysis, EFG International AG (XSWX:EFGN) is currently considered Fairly Valued. The stock's GF Value™ is CHF15.22, compared to a current price of CHF15.96 — trading 4.9% above its estimated fair value. The current Institutional Ownership is 16.66%. EFG International AG's overall GF Score™ is 67/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For EFG International AG (XSWX:EFGN), the current Institutional Ownership is 16.66% as of Jul. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is EFG International AG (XSWX:EFGN) Overvalued in 2026?

Based on GuruFocus' analysis, EFG International AG stock appears to be overvalued. The current stock price of CHF15.96 is trading 4.9% above its estimated GF Value™ of CHF15.22. GuruFocus considers EFG International AG to be Fairly Valued.

Key valuation signals for XSWX:EFGN:

  • Institutional Ownership: 16.66%
  • GF Value™: CHF15.22 vs. price of CHF15.96 (4.9% above fair value)
  • GF Score™: 67/100 with 3 warning signs

No single metric tells the full story. See the XSWX:EFGN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

EFG International AG Business Description

Address Bleicherweg 8, PO Box 6012, Zurich, CHE, 8022
EFG International AG is a private banking group offering private banking and asset management services, with operations spanning Europe, Asia Pacific, the Americas, and the Middle East. The company's business segments are split into: i) Private Banking and Wealth Management, which includes Switzerland & Italy, Continental Europe & Middle East, Asia Pacific, United Kingdom, and Americas, ii) Investment & Wealth Solutions, and iii) Global Markets & Treasury. The majority of its revenue is derived from the Switzerland & Italy division of the Private Banking and Wealth Management segment.
67GF Score

Get the complete analysis for XSWX:EFGN

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF15.96
Price
CHF15.22
GF Value