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Swiss Life Holding AG (0QMG.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

Highlights

Market Cap

CHF 16.24B

EPS (TTM)

CHF 39.93

PE Ratio

0.12

Total Revenue (TTM)

CHF 15.28B

Gross Profit (TTM)

CHF 7.96B

EBITDA (TTM)

CHF 2.13B

Year Range

CHF 607.88 - CHF 850.20

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Swiss Life Holding AG (0QMG.L) returned 19.84% year-to-date (YTD) and 37.69% over the past 12 months. Over the past 10 years, 0QMG.L delivered an annualized return of 22.44%, outperforming the S&P 500 benchmark at 10.45%.


0QMG.L

YTD

19.84%

1M

18.82%

6M

15.30%

1Y

37.69%

5Y*

25.54%

10Y*

22.44%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of 0QMG.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.63%4.20%2.32%2.49%1.88%19.84%
20246.40%3.25%-1.79%-1.16%5.59%5.78%2.66%0.66%3.75%-0.37%1.52%-2.58%25.83%
202312.71%4.83%-0.53%4.13%-5.43%-0.56%5.70%0.16%3.09%1.77%-3.12%3.77%28.52%
20225.36%-5.44%6.27%0.42%-5.25%-14.98%8.91%1.80%-14.33%10.58%4.03%-5.00%-11.09%
2021-1.64%11.28%2.61%0.26%5.50%-4.22%4.09%2.30%-1.09%6.11%4.30%7.31%42.32%
2020-0.23%-9.64%-24.87%8.27%-1.87%4.62%-3.83%11.87%-5.83%-13.00%33.01%1.95%-10.02%
20198.11%6.28%0.80%9.26%-4.38%5.88%0.19%-2.92%1.66%3.37%0.53%-1.88%29.18%
20181.25%-1.20%-0.96%6.22%-3.86%2.86%2.92%-1.50%6.17%2.21%3.18%-3.49%14.00%
20174.53%3.34%3.66%3.61%2.89%-2.56%6.06%-0.60%1.67%-4.80%4.54%24.08%
2016-4.15%11.04%-1.99%5.58%-13.28%-0.63%8.90%4.96%0.79%1.92%10.89%23.58%
2015-9.18%15.43%4.45%-4.76%-6.62%1.61%7.93%2.54%9.50%
2014-1.09%-1.10%-2.90%4.14%-1.09%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, 0QMG.L is among the top 6% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 0QMG.L is 9494
Overall Rank
The Sharpe Ratio Rank of 0QMG.L is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of 0QMG.L is 8989
Sortino Ratio Rank
The Omega Ratio Rank of 0QMG.L is 9292
Omega Ratio Rank
The Calmar Ratio Rank of 0QMG.L is 9696
Calmar Ratio Rank
The Martin Ratio Rank of 0QMG.L is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Swiss Life Holding AG (0QMG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Swiss Life Holding AG Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 1.93
  • 5-Year: 1.18
  • 10-Year: 0.91
  • All Time: 0.92

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Swiss Life Holding AG compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Swiss Life Holding AG provided a 3.94% dividend yield over the last twelve months, with an annual payout of CHF 33.00 per share. The company has been increasing its dividends for 5 consecutive years.


1.00%2.00%3.00%4.00%5.00%CHF 0.00CHF 5.00CHF 10.00CHF 15.00CHF 20.00CHF 25.00CHF 30.00CHF 35.002015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
DividendCHF 33.00CHF 33.00CHF 30.00CHF 25.00CHF 21.00CHF 20.00CHF 2.50CHF 13.50CHF 11.00CHF 8.50CHF 6.50

Dividend yield

3.94%4.73%5.14%5.22%3.73%4.83%0.51%3.57%3.19%2.95%2.70%

Monthly Dividends

The table displays the monthly dividend distributions for Swiss Life Holding AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00
2024CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 33.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 33.00
2023CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 30.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 30.00
2022CHF 0.00CHF 0.00CHF 0.00CHF 25.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 25.00
2021CHF 0.00CHF 0.00CHF 0.00CHF 21.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 21.00
2020CHF 0.00CHF 0.00CHF 0.00CHF 15.00CHF 0.00CHF 0.00CHF 5.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 20.00
2019CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.50
2018CHF 0.00CHF 0.00CHF 0.00CHF 13.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 13.50
2017CHF 0.00CHF 0.00CHF 0.00CHF 11.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 11.00
2016CHF 0.00CHF 0.00CHF 8.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 8.50
2015CHF 6.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 6.50

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Swiss Life Holding AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Swiss Life Holding AG was 49.94%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The current Swiss Life Holding AG drawdown is 1.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.94%Feb 20, 202023Mar 23, 2020292Jun 1, 2021315
-28.67%Apr 19, 2022110Sep 29, 2022139Apr 19, 2023249
-20.6%Feb 10, 202219Mar 8, 202224Apr 11, 202243
-15.88%Jun 2, 201617Aug 3, 201613Nov 9, 201630
-13.19%Mar 27, 202510Apr 9, 202512Apr 29, 202522

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Swiss Life Holding AG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Swiss Life Holding AG is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for 0QMG.L, comparing it with other companies in the Insurance - Property & Casualty industry. Currently, 0QMG.L has a P/E ratio of 0.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for 0QMG.L relative to other companies in the Insurance - Property & Casualty industry. Currently, 0QMG.L has a P/S ratio of 1.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for 0QMG.L in comparison with other companies in the Insurance - Property & Casualty industry. Currently, 0QMG.L has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items