Private Equity Holding AG (XSWX:PEHN) Institutional Ownership: 0.16% (As of Aug. 10, 2026)

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XSWX:PEHN Private Equity Holding AG XSWX:PEHN
31 GF Score
Price CHF63.40
! 3 Warning Signs
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What is Private Equity Holding AG Institutional Ownership?

Private Equity Holding AG XSWX:PEHN +1.28% 31 Institutional Ownership is 0.16% as of Aug. 10, 2026. GuruFocus rates XSWX:PEHN with a GF Score™ of 31/100. 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, Private Equity Holding AG's institutional ownership is 0.16%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Private Equity Holding 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, Private Equity Holding AG's Float Percentage Of Total Shares Outstanding is 0.00%.


Private Equity Holding AG Institutional Ownership Historical Data

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The historical data trend for Private Equity Holding 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.

Private Equity Holding AG Institutional Ownership Chart

Private Equity Holding AG Historical Data

The historical data trend for Private Equity Holding AG can be seen below:

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 2026-07-31
Institutional Ownership 2.58 2.62 2.65 2.67 2.68 1.57 0.24 0.16 0.27 0.16
XSWX:PEHN
31GF Score
Private Equity Holding AG XSWX:PEHN
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Private Equity Holding 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 0.16% mean?
Private Equity Holding AG (XSWX:PEHN) has a Institutional Ownership of 0.16% as of Aug. 10, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Private Equity Holding AG and its competitors.
Is Private Equity Holding AG's Institutional Ownership too high?
Private Equity Holding AG's current Institutional Ownership is 0.16%. Overall, Private Equity Holding AG has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does Private Equity Holding AG's Institutional Ownership compare to BLK and BX?
Private Equity Holding AG's Institutional Ownership of 0.16% can be compared against companies in the Asset Management 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 an Asset Management company?
A good Institutional Ownership depends on the Asset Management 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 Private Equity Holding AG and its competitors. Private Equity Holding AG's current Institutional Ownership is 0.16%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Private Equity Holding AG stock overvalued right now?
Private Equity Holding AG (XSWX:PEHN) has a current Institutional Ownership of 0.16%. The current Institutional Ownership is 0.16%. Private Equity Holding AG's overall GF Score™ is 31/100 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 Private Equity Holding AG (XSWX:PEHN), the current Institutional Ownership is 0.16% as of Aug. 10, 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.

Private Equity Holding AG Business Description

Address Bahnhofstrasse 13, Zurich, CHE, 8001
Private Equity Holding AG offers institutional and private investors the opportunity to invest in a broadly diversified private equity portfolio within a simple legal and tax-optimized structure. The company's investment is managed by Alpha Associates. Their business model consists of Investing in Private Equity Fund, Acquisition of Fund interest on the Secondary markets, and direct co-investments. It has a presence in the United States of America, Europe, and the Rest of the World.
31GF Score

Get the complete analysis for XSWX:PEHN

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

CHF63.40
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