Swiss Life Holding AG (SLHN.SW)
Company Info
| ISIN | CH0014852781 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance—Diversified |
Highlights
| Market Cap | CHF 17.39B |
|---|---|
| EPS | CHF 37.03 |
| PE Ratio | 16.92 |
| PEG Ratio | 6.81 |
| Revenue (TTM) | CHF 11.10B |
| Gross Profit (TTM) | CHF 4.35B |
| EBITDA (TTM) | CHF 1.37B |
| Year Range | CHF 484.22 - CHF 637.40 |
| Target Price | CHF 552.65 |
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 had a return of 12.92% year-to-date (YTD) and 23.17% in the last 12 months. Over the past 10 years, Swiss Life Holding AG had an annualized return of 16.09%, outperforming the S&P 500 benchmark which had an annualized return of 10.84%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.92% | 11.29% |
| 1 month | 7.89% | 6.86% |
| 6 months | 15.45% | 16.73% |
| 1 year | 23.17% | 26.63% |
| 5 years (annualized) | 11.86% | 13.23% |
| 10 years (annualized) | 16.09% | 10.84% |
Monthly Returns
The table below presents the monthly returns of SLHN.SW, 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% | -1.47% | -1.77% | 12.92% | ||||||||
| 2023 | 13.26% | 4.85% | -0.53% | 4.19% | -5.42% | -0.57% | 5.70% | 0.33% | 3.07% | 1.78% | -3.64% | 4.17% | 29.24% |
| 2022 | 5.90% | -5.34% | 6.03% | 0.66% | -5.24% | -14.36% | 8.13% | 1.91% | -14.42% | 10.58% | 3.44% | -4.94% | -10.96% |
| 2021 | -1.33% | 11.16% | 2.72% | 0.24% | 4.83% | -3.60% | 4.09% | 2.05% | -0.86% | 6.15% | 5.41% | 5.51% | 41.89% |
| 2020 | -0.08% | -9.64% | -24.90% | 8.26% | -1.32% | 4.03% | -3.83% | 9.58% | -4.47% | -11.56% | 31.67% | 1.63% | -10.22% |
| 2019 | 8.11% | 6.28% | 0.80% | 9.26% | -4.38% | 6.17% | -0.48% | -2.53% | 1.66% | 3.37% | 0.53% | -2.02% | 28.99% |
| 2018 | 1.30% | -1.86% | -0.79% | 6.43% | -3.59% | 2.68% | 3.10% | -1.27% | 5.92% | 2.20% | 3.08% | -3.39% | 14.05% |
| 2017 | 3.78% | 5.65% | 2.28% | 3.59% | -0.22% | 0.15% | 9.09% | -2.78% | -0.61% | 1.67% | -4.79% | 4.48% | 23.78% |
| 2016 | -4.31% | -6.01% | 4.80% | -2.00% | 6.44% | -13.12% | -1.07% | 11.06% | 2.24% | 4.17% | 6.72% | 3.08% | 9.95% |
| 2015 | -13.03% | 10.07% | 6.27% | -4.73% | 1.26% | -5.06% | 6.59% | -0.79% | -3.98% | 8.60% | 9.91% | 4.55% | 18.08% |
| 2014 | 5.62% | 11.91% | -0.87% | 2.18% | -0.42% | -2.32% | 0.29% | 9.72% | -1.38% | -3.42% | 0.45% | 6.78% | 30.91% |
| 2013 | 12.69% | 12.43% | -8.52% | 7.81% | 9.05% | -4.18% | 8.20% | 4.87% | -1.78% | 5.32% | 4.05% | -1.28% | 57.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SLHN.SW is 83, placing it in the top 17% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
SLHN.SW (Swiss Life Holding AG)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Swiss Life Holding AG (SLHN.SW) 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 5.27% 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 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | CHF 5.50 | CHF 4.50 |
Dividend yield | 5.27% | 5.14% | 5.24% | 3.76% | 4.85% | 0.51% | 3.57% | 3.19% | 2.95% | 2.40% | 2.33% | 2.43% |
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 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 0.00 | CHF 11.00 |
| 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 | CHF 8.50 |
| 2015 | CHF 0.00 | CHF 0.00 | CHF 0.00 | 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 | CHF 6.50 |
| 2014 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 5.50 | 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 5.50 |
| 2013 | CHF 4.50 | 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 4.50 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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 96.04%, occurring on Mar 12, 2003. Recovery took 4097 trading sessions.
The current Swiss Life Holding AG drawdown is 0.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.04% | Sep 8, 2000 | 631 | Mar 12, 2003 | 4097 | Jul 2, 2019 | 4728 |
| -59.79% | Apr 14, 1998 | 122 | Oct 5, 1998 | 481 | Sep 4, 2000 | 603 |
| -49.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 298 | Jun 1, 2021 | 321 |
| -28.65% | Apr 19, 2022 | 115 | Sep 29, 2022 | 110 | Mar 6, 2023 | 225 |
| -27.92% | Aug 15, 1997 | 12 | Sep 1, 1997 | 36 | Oct 21, 1997 | 48 |
Volatility
Volatility Chart
The current Swiss Life Holding AG volatility is 4.34%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |