Vontobel Holding AG (XSWX:VONN) Institutional Ownership: 20.19% (As of Jul. 16, 2026)

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XSWX:VONN Vontobel Holding AG XSWX:VONN
66 GF Score
Price CHF81.70
GF Value CHF63.44
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Vontobel Holding AG Institutional Ownership?

Vontobel Holding AG XSWX:VONN +0.49% 66 Institutional Ownership is 20.19% as of Jul. 16, 2026. GuruFocus rates XSWX:VONN with a GF Score™ of 66/100 and a GF Value™ of CHF63.44 (Modestly Overvalued). The stock has 8 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, Vontobel Holding AG's institutional ownership is 20.19%.

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

Vontobel Holding AG Institutional Ownership Historical Data

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The historical data trend for Vontobel 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.

Vontobel Holding AG Institutional Ownership Chart

Vontobel Holding AG Historical Data

The historical data trend for Vontobel Holding 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 19.71 19.75 19.84 19.40 19.36 19.51 19.89 20.38 20.38 20.19
XSWX:VONN
66GF Score
Vontobel Holding AG XSWX:VONN
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Vontobel 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 20.19% mean?
Vontobel Holding AG (XSWX:VONN) has a Institutional Ownership of 20.19% as of Jul. 16, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Vontobel Holding AG and its competitors.
Is Vontobel Holding AG's Institutional Ownership too high?
Vontobel Holding AG's current Institutional Ownership is 20.19%. Overall, Vontobel Holding AG has a GF Score™ of 66/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vontobel Holding AG's Institutional Ownership compare to BLK and BX?
Vontobel Holding AG's Institutional Ownership of 20.19% 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 Vontobel Holding AG and its competitors. Vontobel Holding AG's current Institutional Ownership is 20.19%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Vontobel Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Vontobel Holding AG (XSWX:VONN) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF63.44, compared to a current price of CHF81.70 — trading 28.8% above its estimated fair value. The current Institutional Ownership is 20.19%. Vontobel Holding AG's overall GF Score™ is 66/100 with 8 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 Vontobel Holding AG (XSWX:VONN), the current Institutional Ownership is 20.19% as of Jul. 16, 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 Vontobel Holding AG (XSWX:VONN) Overvalued in 2026?

Based on GuruFocus' analysis, Vontobel Holding AG stock appears to be overvalued. The current stock price of CHF81.70 is trading 28.8% above its estimated GF Value™ of CHF63.44. GuruFocus considers Vontobel Holding AG to be Modestly Overvalued.

Key valuation signals for XSWX:VONN:

  • Institutional Ownership: 20.19%
  • GF Value™: CHF63.44 vs. price of CHF81.70 (28.8% above fair value)
  • GF Score™: 66/100 with 8 warning signs

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

Vontobel Holding AG Business Description

Other Exchanges VONNz:UK0QKE:UKVTLN:Germany
Address Gotthardstrasse 43, Zurich, CHE, 8022
Vontobel Holding AG specializes in asset management, wealth management, and digital investing services. It operates through two business segments: The Institutional Clients: This segment focuses on sovereign wealth funds, pension funds, insurance companies as well as banks and other intermediary distribution partners. ii) The Private Clients: This segment serves wealthy private clients (including UHNWIs), family offices, external asset managers and other partners with a wide range of services, including the offering of structured solutions. The majority of the company's revenue is derived from its private clients segment.
66GF Score

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

CHF81.70
Price
CHF63.44
GF Value