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
Highlights
CHF 16.24B
CHF 39.93
0.12
CHF 15.28B
CHF 7.96B
CHF 2.13B
CHF 607.88 - CHF 850.20
Share Price Chart
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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 (0QMG.L) returned 21.10% year-to-date (YTD) and 39.13% over the past 12 months. Over the past 10 years, 0QMG.L delivered an annualized return of 22.61%, outperforming the S&P 500 benchmark at 10.43%.
0QMG.L
21.10%
14.91%
14.88%
39.13%
25.83%
22.61%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.63% | 4.20% | 2.32% | 2.49% | 2.95% | 21.10% | |||||||
| 2024 | 6.40% | 3.25% | -1.79% | -1.16% | 5.59% | 5.78% | 2.66% | 0.66% | 3.75% | -0.37% | 1.52% | -2.58% | 25.83% |
| 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 | -1.09% | -1.10% | -2.90% | 4.14% | -1.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, 0QMG.L is among the top 5% 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.
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 provided a 3.90% 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.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CHF 33.00 | 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 | 3.90% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | |||||||
| 2024 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 33.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 0.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -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 |
| -15.88% | Jun 2, 2016 | 17 | Aug 3, 2016 | 13 | Nov 9, 2016 | 30 |
| -13.19% | Mar 27, 2025 | 10 | Apr 9, 2025 | 12 | Apr 29, 2025 | 22 |
Volatility
Volatility Chart
The current Swiss Life Holding AG volatility is 11.50%, 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
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.
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
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