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Swiss Life Holding AG (SLHN.SW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CH0014852781

Highlights

Market Cap

CHF 23.57B

EPS (TTM)

CHF 42.33

PE Ratio

19.52

PEG Ratio

7.47

Total Revenue (TTM)

CHF 15.28B

Gross Profit (TTM)

CHF 7.96B

EBITDA (TTM)

CHF 2.13B

Year Range

CHF 584.37 - CHF 830.00

Target Price

CHF 763.25

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart


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S&P 500

Returns By Period

Swiss Life Holding AG (SLHN.SW) returned 23.66% year-to-date (YTD) and 36.29% over the past 12 months. Over the past 10 years, SLHN.SW delivered an annualized return of 18.60%, outperforming the S&P 500 benchmark at 10.88%.


SLHN.SW

YTD

23.66%

1M

7.79%

6M

20.26%

1Y

36.29%

3Y*

20.03%

5Y*

25.34%

10Y*

18.60%

^GSPC (Benchmark)

YTD

0.68%

1M

7.17%

6M

-1.66%

1Y

11.63%

3Y*

12.51%

5Y*

14.34%

10Y*

10.88%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.78%5.06%2.32%2.37%5.25%23.66%
20246.40%3.25%-1.47%-1.77%6.39%5.22%2.00%1.81%2.92%-0.23%2.47%-3.08%26.07%
202313.26%4.85%-0.53%4.19%-5.42%-0.57%5.70%0.33%3.07%1.78%-3.64%4.17%29.24%
20225.90%-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%
20198.11%6.28%0.80%9.26%-4.38%6.17%-0.48%-2.53%1.66%3.37%0.53%-2.02%28.99%
20181.30%-1.86%-0.79%6.43%-3.59%2.68%3.10%-1.27%5.92%2.20%3.08%-3.39%14.05%
20173.78%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%
20145.62%11.91%-0.87%2.18%-0.42%-2.32%0.29%9.72%-1.38%-3.42%0.45%6.78%30.91%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, SLHN.SW is among the top 6% 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.


The Risk-Adjusted Performance Rank of SLHN.SW is 9494
Overall Rank
The Sharpe Ratio Rank of SLHN.SW is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of SLHN.SW is 9090
Sortino Ratio Rank
The Omega Ratio Rank of SLHN.SW is 9494
Omega Ratio Rank
The Calmar Ratio Rank of SLHN.SW is 9696
Calmar Ratio Rank
The Martin Ratio Rank of SLHN.SW is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Swiss Life Holding AG Sharpe ratios as of May 28, 2025 (values are recalculated daily):

  • 1-Year: 1.98
  • 5-Year: 1.20
  • 10-Year: 0.84
  • All Time: 0.19

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Swiss Life Holding AG compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Swiss Life Holding AG provided a 4.22% dividend yield over the last twelve months, with an annual payout of CHF 35.00 per share. The company has been increasing its dividends for 5 consecutive years.


1.00%2.00%3.00%4.00%5.00%CHF 0.00CHF 5.00CHF 10.00CHF 15.00CHF 20.00CHF 25.00CHF 30.00CHF 35.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendCHF 35.00CHF 33.00CHF 30.00CHF 25.00CHF 21.00CHF 20.00CHF 2.50CHF 13.50CHF 11.00CHF 8.50CHF 6.50CHF 5.50

Dividend yield

4.22%4.72%5.14%5.24%3.76%4.85%0.51%3.57%3.19%2.95%2.40%2.33%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 35.00CHF 35.00
2024CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 33.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 33.00
2023CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 30.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 30.00
2022CHF 0.00CHF 0.00CHF 0.00CHF 25.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 25.00
2021CHF 0.00CHF 0.00CHF 0.00CHF 21.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 21.00
2020CHF 0.00CHF 0.00CHF 0.00CHF 15.00CHF 0.00CHF 0.00CHF 5.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 20.00
2019CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 2.50
2018CHF 0.00CHF 0.00CHF 0.00CHF 13.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 13.50
2017CHF 0.00CHF 0.00CHF 0.00CHF 11.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 11.00
2016CHF 0.00CHF 0.00CHF 0.00CHF 8.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 8.50
2015CHF 0.00CHF 0.00CHF 0.00CHF 6.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 6.50
2014CHF 5.50CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 0.00CHF 5.50

Dividend Yield & Payout


Dividend Yield

Swiss Life Holding AG has a dividend yield of 4.22%, which is quite average when compared to the overall market.

Payout Ratio

Swiss Life Holding AG has a payout ratio of 78.03%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


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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 0.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-96.04%Sep 8, 2000631Mar 12, 20034097Jul 2, 20194728
-59.79%Apr 14, 1998120Oct 1, 1998483Sep 4, 2000603
-49.94%Feb 20, 202023Mar 23, 2020298Jun 1, 2021321
-28.65%Apr 19, 2022115Sep 29, 2022110Mar 6, 2023225
-27.92%Aug 15, 199712Sep 1, 199736Oct 21, 199748
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Swiss Life Holding AG, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 3.2% positive surprise.


0.005.0010.0015.0020.0025.002020AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober
27.13
0
Actual
Estimate

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 - Diversified 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 SLHN.SW, comparing it with other companies in the Insurance - Diversified industry. Currently, SLHN.SW has a P/E ratio of 19.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SLHN.SW compared to other companies in the Insurance - Diversified industry. SLHN.SW currently has a PEG ratio of 7.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SLHN.SW relative to other companies in the Insurance - Diversified industry. Currently, SLHN.SW has a P/S ratio of 2.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SLHN.SW in comparison with other companies in the Insurance - Diversified industry. Currently, SLHN.SW has a P/B value of 3.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items