Vontobel Holding AG (XSWX:VONN) Risk Assessment

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

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 Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Vontobel Holding AG is: High Risk: High uncertainty with risk-return tradeoff.

Vontobel Holding AG  (XSWX:VONN) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Vontobel Holding AG Risk Assessment Related Terms

XSWX:VONN vs BLK, BX, KKR: Risk Assessment Comparison

For the Asset Management subindustry, Vontobel Holding AG's Risk Assessment, along with its competitors' market caps and Risk Assessment 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 Risk Assessment vs Asset Management Industry

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

* The bar in red indicates where Vontobel Holding AG's Risk Assessment falls into.


XSWX:VONN
66GF Score
Vontobel Holding AG XSWX:VONN
Risk Assessment is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

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:

  • Risk Assessment:
  • 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

Get the complete analysis for XSWX:VONN

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

CHF81.70
Price
CHF63.44
GF Value