Vontobel Holding AGXSWX:VONN -0.83%65 ROE % is 13.97% as of Dec. 2025, which is 7% above its 10-year median of 13.01. GuruFocus rates XSWX:VONN with a GF Score™ of 65/100 and a GF Value™ of CHF62.35 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,615 Asset Management companies, Vontobel Holding AG ranks better than 69.1% on this metric.
The historical rank and industry rank for Vontobel Holding AG's ROE % or its related term are showing as below:
XSWX:VONN'
s ROE % Range Over the Past 10 Years
Min: 10.45 Med: 13.01 Max: 18.88
Current: 12.1
During the past 13 years, Vontobel Holding AG's highest ROE % was 18.88%. The lowest was 10.45%. And the median was 13.01%.
XSWX:VONN's ROE % is ranked better than 69.1% of 1615
companies
in the Asset Management industry
Industry Median: 6.35
vs XSWX:VONN: 12.10
Vontobel Holding AG (XSWX:VONN) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Vontobel Holding AG ROE % Related Terms
Vontobel Holding AG ROE % Historical Data
* Premium members only.
The historical data trend for Vontobel Holding AG's ROE % 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.
For the Asset Management subindustry, Vontobel Holding AG's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Vontobel Holding AG's ROE % distribution charts can be found below:
* The bar in red indicates where Vontobel Holding AG's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Vontobel Holding AG (XSWX:VONN) has a ROE % of 13.97% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Vontobel Holding AG and its competitors. This is near median its historical median of 13.01. Over the past decade, Vontobel Holding AG's ROE % has ranged from 10.45 to 18.88. According to the industry distribution chart, Vontobel Holding AG ranks #499 out of 1615 companies in the Asset Management industry, placing it in the top 30.9%.
Is Vontobel Holding AG's ROE % too high?
Vontobel Holding AG's current ROE % of 13.97% is near median its 10-year median of 13.01. Over the past 10 years, this metric has ranged from a low of 10.45 to a high of 18.88. The Asset Management industry median ROE % is 6.35. Vontobel Holding AG's value of 13.97% is 120% above this industry median. Based on the distribution chart, Vontobel Holding AG ranks #499 out of 1615 companies in the Asset Management industry, which is above the industry midpoint. 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 ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Vontobel Holding AG ranks #499 out of 1615 companies for ROE %. This puts Vontobel Holding AG in the upper half of its industry. The industry median ROE % is 6.35. Vontobel Holding AG's value of 13.97% is 120% above this benchmark. Historically, Vontobel Holding AG's own ROE % has ranged from 10.45 to 18.88 over the past decade. While the company's 10-year median is 13.01 vs. the industry median of 6.35, Vontobel Holding AG has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Vontobel Holding AG's current ROE % of 13.97% is 120% above 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Vontobel Holding AG and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Vontobel Holding AG's current ROE % is 13.97%, which is near median its own 10-year median of 13.01. 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 CHF62.35, compared to a current price of CHF72.10 — trading 15.6% above its estimated fair value. The current ROE % is 13.97%, which is near median its 10-year median of 13.01 and 120% above the Asset Management industry median of 6.35. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Vontobel Holding AG (XSWX:VONN), the current ROE % is 13.97% as of Dec. 2025. 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 CHF72.10 is trading 15.6% above its estimated GF Value™ of CHF62.35.
GuruFocus considers Vontobel Holding AG to be Modestly Overvalued.
Key valuation signals for XSWX:VONN:
ROE %: 13.97% (near median its 10-year median of 13.01)
GF Value™: CHF62.35 vs. price of CHF72.10 (15.6% above fair value)
Industry Position: 120% above the Asset Management median (#499 of 1615)
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 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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