Swiss Life Holding AG (0QMG.L)
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
| ISIN | CH0014852781 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance - Property & Casualty |
Highlights
| Market Cap | CHF 16.24B |
|---|---|
| EPS (TTM) | CHF 39.93 |
| PE Ratio | 0.12 |
| Total Revenue (TTM) | CHF 10.11B |
| Gross Profit (TTM) | CHF 10.11B |
| EBITDA (TTM) | CHF 150.00M |
| Year Range | CHF 504.46 - CHF 685.20 |
Share Price Chart
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Popular comparisons: 0QMG.L vs. SIKA.SW, 0QMG.L vs. SLHN.SW
Performance
Performance Chart
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.
Returns By Period
Swiss Life Holding AG had a return of 20.95% year-to-date (YTD) and 28.74% in the last 12 months. Over the past 10 years, Swiss Life Holding AG had an annualized return of 23.69%, outperforming the S&P 500 benchmark which had an annualized return of 10.64%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.95% | 13.78% |
| 1 month | 2.77% | -0.38% |
| 6 months | 16.87% | 11.47% |
| 1 year | 28.74% | 18.82% |
| 5 years (annualized) | 12.24% | 12.44% |
| 10 years (annualized) | 23.69% | 10.64% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.40% | 3.25% | -1.79% | -1.16% | 5.59% | 5.78% | 20.95% | ||||||
| 2023 | 12.71% | 4.83% | -0.53% | 4.13% | -5.43% | -0.56% | 5.70% | 0.16% | 3.09% | 1.77% | -3.12% | 3.77% | 28.52% |
| 2022 | 5.36% | -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% |
| 2019 | 8.11% | 6.28% | 0.80% | 9.26% | -4.38% | 5.88% | 0.19% | -2.92% | 1.66% | 3.37% | 0.53% | -1.88% | 29.18% |
| 2018 | 1.25% | -1.20% | -0.96% | 6.22% | -3.86% | 2.86% | 2.92% | -1.50% | 6.17% | 2.21% | 3.18% | -3.49% | 14.00% |
| 2017 | 4.53% | 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 | 132.59% | -2.61% | 2.15% | 5.26% | -1.10% | -2.90% | 4.14% | 143.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 0QMG.L is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Swiss Life Holding AG granted a 4.92% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 33.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CHF 33.00 | CHF 30.00 | CHF 25.00 | CHF 21.00 | CHF 20.00 | CHF 2.50 | CHF 13.50 | CHF 11.00 | CHF 8.50 | CHF 6.50 |
Dividend yield | 4.92% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 33.00 | CHF 0.00 | CHF 0.00 | CHF 33.00 | |||||
| 2023 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 30.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 30.00 |
| 2022 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 25.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 25.00 |
| 2021 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 21.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 21.00 |
| 2020 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 15.00 | CHF 0.00 | CHF 0.00 | CHF 5.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 20.00 |
| 2019 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.50 |
| 2018 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 13.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 13.50 |
| 2017 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 11.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 11.00 | |
| 2016 | CHF 0.00 | CHF 0.00 | CHF 8.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 8.50 | |
| 2015 | CHF 6.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 6.50 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 86.31%, occurring on Feb 19, 2009. Recovery took 111 trading sessions.
The current Swiss Life Holding AG drawdown is 1.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.31% | Jun 12, 2007 | 184 | Feb 19, 2009 | 111 | Feb 17, 2017 | 295 |
| -49.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 292 | Jun 1, 2021 | 315 |
| -28.67% | Apr 19, 2022 | 110 | Sep 29, 2022 | 139 | Apr 19, 2023 | 249 |
| -20.6% | Feb 10, 2022 | 19 | Mar 8, 2022 | 24 | Apr 11, 2022 | 43 |
| -17.95% | Jun 13, 2006 | 1 | Jun 13, 2006 | 2 | Jan 10, 2007 | 3 |
Volatility
Volatility Chart
The current Swiss Life Holding AG volatility is 3.47%, 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.
Financials
Financial Performance
P/E Ratio
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Swiss Life Holding AG.
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Income Statement
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