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Vontobel Holding AGXSWX:VONN +0.49%67 5-Year Yield-on-Cost % is 5.13 as of Jul. 16, 2026, which is 2% above its 10-year median of 5.03. GuruFocus rates XSWX:VONN with a GF Score™ of 67/100 and a GF Value™ of CHF63.44 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 1,115 Asset Management companies, Vontobel Holding AG ranks worse than 60.45% on this metric.
Vontobel Holding AG's yield on cost for the quarter that ended in Dec. 2025 was 5.13.
The historical rank and industry rank for Vontobel Holding AG's 5-Year Yield-on-Cost % or its related term are showing as below:
XSWX:VONN'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.53 Med: 5.03 Max: 8.52
Current: 5.13
During the past 13 years, Vontobel Holding AG's highest Yield on Cost was 8.52. The lowest was 3.53. And the median was 5.03.
XSWX:VONN's 5-Year Yield-on-Cost % is ranked worse than 60.45% of 1115
companies
in the Asset Management industry
Industry Median: 6.45
vs XSWX:VONN: 5.13
Vontobel Holding AG (XSWX:VONN) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Vontobel Holding AG 5-Year Yield-on-Cost % Related Terms
XSWX:VONN vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Vontobel Holding AG's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Vontobel Holding AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Vontobel Holding AG's 5-Year Yield-on-Cost % falls into.
Vontobel Holding AG 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Vontobel Holding AG (XSWX:VONN) has a 5-Year Yield-on-Cost % of 5.13 as of Jul. 16, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Vontobel Holding AG and its competitors. This is near median its historical median of 5.03. Over the past decade, Vontobel Holding AG's 5-Year Yield-on-Cost % has ranged from 3.53 to 8.52. According to the industry distribution chart, Vontobel Holding AG ranks #674 out of 1115 companies in the Asset Management industry, placing it in the top 60.4%.
Is Vontobel Holding AG's 5-Year Yield-on-Cost % too high?
Vontobel Holding AG's current 5-Year Yield-on-Cost % of 5.13 is near median its 10-year median of 5.03. Over the past 10 years, this metric has ranged from a low of 3.53 to a high of 8.52. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Vontobel Holding AG's value of 5.13 is 20.5% below this industry median. Based on the distribution chart, Vontobel Holding AG ranks #674 out of 1115 companies in the Asset Management industry, which is below the industry midpoint. Overall, Vontobel Holding AG has a GF Score™ of 67/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vontobel Holding AG's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Vontobel Holding AG ranks #674 out of 1115 companies for 5-Year Yield-on-Cost %. This places Vontobel Holding AG in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Vontobel Holding AG's value of 5.13 is 20.5% below this benchmark. Historically, Vontobel Holding AG's own 5-Year Yield-on-Cost % has ranged from 3.53 to 8.52 over the past decade. While the company's 10-year median is 5.03 vs. the industry median of 6.45, Vontobel Holding AG has consistently been below 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,115 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Vontobel Holding AG's current 5-Year Yield-on-Cost % of 5.13 is 20.5% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Vontobel Holding AG and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Vontobel Holding AG's current 5-Year Yield-on-Cost % is 5.13, which is near median its own 10-year median of 5.03. 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 5-Year Yield-on-Cost % is 5.13, which is near median its 10-year median of 5.03 and 20.5% below the Asset Management industry median of 6.45. Vontobel Holding AG's overall GF Score™ is 67/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Vontobel Holding AG (XSWX:VONN), the current 5-Year Yield-on-Cost % is 5.13 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:
5-Year Yield-on-Cost %: 5.13 (near median its 10-year median of 5.03)
GF Value™: CHF63.44 vs. price of CHF81.70 (28.8% above fair value)
Industry Position: 20.5% below the Asset Management median (#674 of 1115)
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.
67GF Score
Get the complete analysis for XSWX:VONN
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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