SWSDF (Swiss Life Holding AG) 12-1 Month Momentum %: 4.96% (As of Jul. 20, 2026)

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SWSDF Swiss Life Holding AG SWSDF
76 GF Score
Price $1,130.01
GF Value $1,078.77
Valuation Fairly Valued
! 9 Warning Signs
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What is Swiss Life Holding AG 12-1 Month Momentum %?

Swiss Life Holding AG SWSDF 76 12-1 Month Momentum % is 4.96% as of Jul. 20, 2026. GuruFocus rates SWSDF with a GF Score™ of 76/100 and a GF Value™ of $1,078.77 (Fairly Valued). The stock has 9 warning signs investors should review. Among 584 Insurance companies, Swiss Life Holding AG ranks better than 51.54% on this metric.

12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2026-07-20), Swiss Life Holding AG's 12-1 Month Momentum % is 4.96%.

The industry rank for Swiss Life Holding AG's 12-1 Month Momentum % or its related term are showing as below:

SWSDF's 12-1 Month Momentum % is ranked better than
51.54% of 584 companies
in the Insurance industry
Industry Median: 5.375 vs SWSDF: 4.96

Swiss Life Holding AG  (OTCPK:SWSDF) 12-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


Swiss Life Holding AG 12-1 Month Momentum % Related Terms


SWSDF vs BRK.A, AIG, HIG: 12-1 Month Momentum % Comparison

For the Insurance - Diversified subindustry, Swiss Life Holding AG's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % 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.


Swiss Life Holding AG 12-1 Month Momentum % vs Insurance Industry

For the Insurance industry and Financial Services sector, Swiss Life Holding AG's 12-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Swiss Life Holding AG's 12-1 Month Momentum % falls into.


SWSDF
76GF Score
Swiss Life Holding AG SWSDF
12-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Life Holding AG  (OTCPK:SWSDF) 12-1 Month Momentum % Calculation

12-1 Month Momentum % is calculated as following:

12-1 Month Momentum %=( Price 1-month ago / Price 12-month ago - 1 ) * 100 %

* 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.

Frequently Asked Questions Learn more about 12-1 Month Momentum % →
What does a 12-1 Month Momentum % of 4.96% mean?
Swiss Life Holding AG (SWSDF) has a 12-1 Month Momentum % of 4.96% as of Jul. 20, 2026. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Swiss Life Holding AG and its competitors. According to the industry distribution chart, Swiss Life Holding AG ranks #283 out of 584 companies in the Insurance industry, placing it in the top 48.5%.
Is Swiss Life Holding AG's 12-1 Month Momentum % too high?
Swiss Life Holding AG's current 12-1 Month Momentum % is 4.96%. The Insurance industry median 12-1 Month Momentum % is 5.38. Swiss Life Holding AG's value of 4.96% is 7.7% below this industry median. Based on the distribution chart, Swiss Life Holding AG ranks #283 out of 584 companies in the Insurance industry, which is above the industry midpoint. Overall, Swiss Life Holding AG has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Swiss Life Holding AG's 12-1 Month Momentum % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Swiss Life Holding AG ranks #283 out of 584 companies for 12-1 Month Momentum %. This puts Swiss Life Holding AG in the upper half of its industry. The industry median 12-1 Month Momentum % is 5.38. Swiss Life Holding AG's value of 4.96% is 7.7% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 12-1 Month Momentum % for an Insurance company?
The median 12-1 Month Momentum % among Insurance companies is 5.38, based on 584 companies in the industry. Companies in the top quartile (top 25%) have a 12-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 12-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Swiss Life Holding AG's current 12-1 Month Momentum % of 4.96% is 7.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 12-1 Month Momentum % mean?
A high 12-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Swiss Life Holding AG and its competitors. For the Insurance industry, the median 12-1 Month Momentum % is 5.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Life Holding AG's current 12-1 Month Momentum % is 4.96%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Life Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Swiss Life Holding AG (SWSDF) is currently considered Fairly Valued. The stock's GF Value™ is $1,078.77, compared to a current price of $1,130.01 — trading 4.7% above its estimated fair value. The current 12-1 Month Momentum % is 4.96% and 7.7% below the Insurance industry median of 5.38. Swiss Life Holding AG's overall GF Score™ is 76/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 12-1 Month Momentum % calculated?
12-1 Month Momentum % is calculated from a company's financial statements. For Swiss Life Holding AG (SWSDF), the current 12-1 Month Momentum % is 4.96% as of Jul. 20, 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 Swiss Life Holding AG (SWSDF) Overvalued in 2026?

Based on GuruFocus' analysis, Swiss Life Holding AG stock appears to be overvalued. The current stock price of $1,130.01 is trading 4.7% above its estimated GF Value™ of $1,078.77. GuruFocus considers Swiss Life Holding AG to be Fairly Valued.

Key valuation signals for SWSDF:

  • 12-1 Month Momentum %: 4.96%
  • GF Value™: $1,078.77 vs. price of $1,130.01 (4.7% above fair value)
  • GF Score™: 76/100 with 9 warning signs
  • Industry Position: 7.7% below the Insurance median (#283 of 584)

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


Swiss Life Holding AG Business Description

Address General-Guisan-Quai 40, P.O. Box 2831, Zurich, CHE, CH-8022
Swiss Life is predominantly a life and long-term savings company that generates the main share of its revenue and earnings from its domestic market of Switzerland. The company also operates in France, Germany, and a few smaller but wealthy European countries. The company has an asset manager as well. Swiss Life has three main sources of income that vary in significance by geography. Savings income relates to spread-based earnings, the risk result relates to a margin on insurance products, and the fee result relates to fees from asset management, financial advice, and unit-linked sales. The fee result has been growing in importance over time.
76GF Score

Get the complete analysis for SWSDF

12-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$1,130.01
Price
$1,078.77
GF Value