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 |
| Industry | Property & Casualty Insurance |
Highlights
| Market Cap | CHF 162.36M |
|---|---|
| EPS | CHF 39.93 |
| PE Ratio | 0.12 |
| Revenue (TTM) | CHF 21.15B |
| Gross Profit (TTM) | CHF 4.35B |
| EBITDA (TTM) | CHF 2.10B |
| Year Range | CHF 416.08 - CHF 602.89 |
Share Price Chart
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Performance
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.
Compare to other instruments
Popular comparisons: 0QMG.L vs. SIKA.SW
Return
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%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | 5.10% | 0.96% |
| 6 months | 6.61% | 7.39% |
| Year-To-Date | 19.13% | 10.20% |
| 1 year | 23.79% | 8.85% |
| 5 years (annualized) | 9.06% | 3.98% |
| 10 years (annualized) | 32.95% | 4.82% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.83% | -0.53% | 4.13% | -9.30% | -2.54% | 6.70% | 0.99% |
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
0QMG.L Swiss Life Holding AG | 1.16 | ||||
^GSPC S&P 500 | 0.89 |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | 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 | 5.26% | 5.22% | 3.74% | 4.84% | 0.51% | 3.57% | 3.19% | 2.96% | 2.71% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 0.00 |
| 2016 | CHF 0.00 | 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 |
| 2015 | CHF 6.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.31% | Jun 12, 2007 | 184 | Feb 19, 2009 | 118 | Apr 25, 2017 | 302 |
| -49.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 418 | Nov 25, 2021 | 441 |
| -31.63% | Apr 19, 2022 | 110 | Sep 29, 2022 | — | — | — |
| -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 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.