PortfoliosLab logo
Performance Analysis
Risk Analysis
Factor Model
See All Tools
Portfolio Analysis
Lazy PortfoliosUser Portfolios

Swiss Life Holding AG (0QMG.L)

Equity · Currency in CHF · Last updated Sep 26, 2023

Swiss Life Holding AG provides life, pensions, and financial solutions for private and corporate clients. It operates through Switzerland, France, Germany, International, Asset Managers, and Other segments. The company offers a range of life, pension, health, annuity, and investment-type policies to groups and individuals, as well as disability coverage. It also provides property and casualty, liability and motor, accident, and health insurance. In addition, the company manages assets and provides advisory services for institutional clients. Further, the company engages in the private equity, information technology, real estate, banking, staff restaurant/canteen, and investment funds businesses. Swiss Life Holding AG distributes its products through its sales force and distribution partners. The company operates in Switzerland and internationally under the Swiss Life Select, Tecis, Horbach, Proventus, Chase de Vere, and Fincentrum brands. Swiss Life Holding AG was founded in 1857 and is based in Zurich, Switzerland.


Company Info

IndustryProperty & Casualty Insurance


Market CapCHF 162.36M
EPSCHF 39.93
PE Ratio0.12
Revenue (TTM)CHF 21.15B
Gross Profit (TTM)CHF 4.35B
Year RangeCHF 416.08 - CHF 602.89

Share Price Chart

Loading data...


The chart shows the growth of an initial investment of CHF 10,000 in Swiss Life Holding AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

0QMG.L (Swiss Life Holding AG)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with 0QMG.L

Swiss Life Holding AG

Popular comparisons: 0QMG.L vs. SIKA.SW


Swiss Life Holding AG had a return of 19.13% year-to-date (YTD) and 23.79% in the last 12 months. Over the past 10 years, Swiss Life Holding AG had an annualized return of 32.95%, outperforming the S&P 500 benchmark which had an annualized return of 4.82%.

1 month5.10%0.96%
6 months6.61%7.39%
1 year23.79%8.85%
5 years (annualized)9.06%3.98%
10 years (annualized)32.95%4.82%

Monthly Returns Heatmap


Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Swiss Life Holding AG (0QMG.L) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
Swiss Life Holding AG
S&P 500

Sharpe Ratio

The current Swiss Life Holding AG Sharpe ratio is 1.16. A Sharpe ratio greater than 1.0 is considered acceptable.

Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00AprilMayJuneJulyAugustSeptember
0QMG.L (Swiss Life Holding AG)
Benchmark (^GSPC)

Dividend History

Swiss Life Holding AG granted a 5.26% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 30.00 per share.

DividendCHF 30.00CHF 25.00CHF 21.00CHF 20.00CHF 2.50CHF 13.50CHF 11.00CHF 8.50CHF 6.50

Dividend yield


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.

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

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

0QMG.L (Swiss Life Holding AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Swiss Life Holding AG. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Swiss Life Holding AG is 86.31%, recorded on Feb 19, 2009. It took 118 trading sessions for the portfolio to recover.



To Bottom


To Recover



-86.31%Jun 12, 2007184Feb 19, 2009118Apr 25, 2017302
-49.94%Feb 20, 202023Mar 23, 2020418Nov 25, 2021441
-31.63%Apr 19, 2022110Sep 29, 2022
-20.6%Feb 10, 202219Mar 8, 202224Apr 11, 202243
-17.95%Jun 13, 20061Jun 13, 20062Jan 10, 20073

Volatility Chart

The current Swiss Life Holding AG volatility is 4.63%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

0QMG.L (Swiss Life Holding AG)
Benchmark (^GSPC)