Vontobel Holding AG (XSWX:VONN) Moat Score: 5/10 (As of Jul. 02, 2026)


XSWX:VONN Vontobel Holding AG XSWX:VONN
65 GF Score
Price CHF73.50
GF Value CHF62.38
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Vontobel Holding AG Moat Score?

Vontobel Holding AG XSWX:VONN +0.14% 65 Moat Score is 5 as of Jul. 02, 2026. GuruFocus rates XSWX:VONN with a GF Score™ of 65/100 and a GF Value™ of CHF62.38 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,695 Asset Management companies, Vontobel Holding AG ranks better than 98.05% on this metric.

Vontobel Holding AG has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Vontobel Holding AG has Narrow Moat: Vontobel benefits from a solid narrow moat with strong brand recognition in financial services and customer loyalty. However, it faces competition from larger financial institutions, limiting its market leadership and pricing power.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Vontobel Holding AG might have Narrow Moat - Solid narrow moat.

Vontobel Holding AG  (XSWX:VONN) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Vontobel Holding AG Moat Score Related Terms

XSWX:VONN vs BLK, BX, KKR: Moat Score Comparison

For the Asset Management subindustry, Vontobel Holding AG's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Vontobel Holding AG Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Vontobel Holding AG's Moat Score distribution charts can be found below:

* The bar in red indicates where Vontobel Holding AG's Moat Score falls into.


XSWX:VONN
65GF Score
Vontobel Holding AG XSWX:VONN
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Vontobel Holding AG (XSWX:VONN) has a Moat Score of 5 as of Jul. 02, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Vontobel Holding AG ranks #33 out of 1695 companies in the Asset Management industry, placing it in the top 1.9%.
Is Vontobel Holding AG's Moat Score too high?
Vontobel Holding AG's current Moat Score is 5. Based on the distribution chart, Vontobel Holding AG ranks #33 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Vontobel Holding AG has a GF Score™ of 65/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vontobel Holding AG's Moat Score compare to BLK and BX?
According to the Asset Management industry distribution chart, Vontobel Holding AG ranks #33 out of 1695 companies for Moat Score. This places Vontobel Holding AG in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score 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 Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Vontobel Holding AG's current Moat Score is 5. 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 CHF62.38, compared to a current price of CHF73.50 — trading 17.8% above its estimated fair value. The current Moat Score is 5. Vontobel Holding AG's overall GF Score™ is 65/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Vontobel Holding AG (XSWX:VONN), the current Moat Score is 5 as of Jul. 02, 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 CHF73.50 is trading 17.8% above its estimated GF Value™ of CHF62.38. GuruFocus considers Vontobel Holding AG to be Modestly Overvalued.

Key valuation signals for XSWX:VONN:

  • Moat Score: 5
  • GF Value™: CHF62.38 vs. price of CHF73.50 (17.8% above fair value)
  • GF Score™: 65/100 with 7 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.
65GF Score

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

CHF73.50
Price
CHF62.38
GF Value