- ISIN
- US87089E1001
- Sector
- Financial Services
- Industry
- Insurance - Diversified
Highlights
- Market Cap
- $30.61B
- Enterprise Value
- $52.25B
- EPS (TTM)
- CHF 4.34
- PE Ratio
- 10.23
- PEG Ratio
- 6.92
- Total Revenue (TTM)
- CHF 40.81B
- Gross Profit (TTM)
- CHF 42.70B
- EBITDA (TTM)
- CHF 2.13B
- Year Range
- $48.53 - $61.12
- ROA (TTM)
- 1.08%
- ROE (TTM)
- 34.62%
Share Price Chart
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Performance
SZLMY Performance Chart
Swiss Life Holding AG ADR (SZLMY) is down 1.3% since the beginning of the year. At $55 per share, SZLMY is trading 10.2% below its 52-week high of $61. Investors who bought $1,000 worth of SZLMY shares 5 years ago would now be looking at an investment worth $2,811.
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Returns By Period
Swiss Life Holding AG ADR (SZLMY) has returned -1.29% so far this year and 13.89% over the past 12 months.
Swiss Life Holding AG ADR
- 1D
- 1.43%
- 1M
- 0.05%
- YTD
- -1.29%
- 6M
- -1.75%
- 1Y
- 13.89%
- 3Y*
- 28.33%
- 5Y*
- 22.96%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SZLMY Monthly Returns History
Based on dividend-adjusted daily data since Oct 5, 2017, SZLMY's average daily return is +0.11%, while the average monthly return is +1.68%. At this rate, an investment would double in approximately 3.5 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +37.9%, while the worst month was Mar 2020 at -29.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SZLMY closed higher 49% of trading days. The best single day was Mar 25, 2020 with a return of +20.6%, while the worst single day was Mar 18, 2020 at -30.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.30% | 5.54% | -5.63% | 8.12% | -4.27% | 1.11% | -1.29% | ||||||
| 2025 | 4.20% | 5.72% | 5.72% | 10.46% | 3.56% | 0.87% | 3.62% | 3.48% | -0.19% | 0.14% | 1.48% | 5.59% | 54.33% |
| 2024 | 5.07% | -0.54% | -3.41% | -4.61% | 8.73% | 5.21% | 5.18% | 5.49% | 3.00% | -2.60% | 1.81% | -5.84% | 17.54% |
| 2023 | 17.37% | 1.67% | 2.33% | 5.46% | -7.03% | -2.65% | 12.80% | -1.03% | -0.70% | 1.79% | 1.82% | 7.89% | 44.47% |
| 2022 | 9.10% | -9.21% | 9.25% | -9.10% | -1.41% | -16.08% | 10.46% | 0.08% | -19.15% | 10.66% | 12.15% | -3.08% | -12.51% |
| 2021 | 2.93% | 8.29% | -1.62% | 1.83% | 5.92% | -8.35% | 6.74% | 0.34% | 1.17% | 7.83% | 0.68% | 8.13% | 37.89% |
Benchmark Metrics
Swiss Life Holding AG ADR has an annualized alpha of 20.18%, beta of 0.50, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since October 05, 2017.
- This stock captured 103.74% of S&P 500 Index gains but only 84.83% of its losses - a favorable profile for investors.
- Beta of 0.50 may look defensive, but with R2 of 0.07 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 20.18%
- Beta
- 0.50
- R²
- 0.07
- Upside Capture
- 103.74%
- Downside Capture
- 84.83%
Return for Risk
Risk / Return Rank
SZLMY ranks 60 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Swiss Life Holding AG ADR (SZLMY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SZLMY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.37 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.78 | -1.74 |
| Martin ratioReturn relative to average drawdown | 2.49 | 12.44 | -9.95 |
Dividends
Dividend History
Swiss Life Holding AG ADR provided a 4.21% dividend yield over the last twelve months, with an annual payout of $2.31 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.31 | $2.05 | $1.81 | $1.60 | $1.35 | $0.68 | $0.69 | $0.00 | $0.65 |
Dividend yield | 4.21% | 3.54% | 4.63% | 4.56% | 5.29% | 2.22% | 3.04% | 0.00% | 3.49% |
Monthly Dividends
The table displays the monthly dividend distributions for Swiss Life Holding AG ADR. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $2.31 | $0.00 | $2.31 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $2.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.05 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $1.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.35 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
Dividend Yield & Payout
Dividend Yield
Swiss Life Holding AG ADR has a dividend yield of 4.21%, which is quite average when compared to the overall market.
Payout Ratio
Swiss Life Holding AG ADR has a payout ratio of 82.54%, 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 ADR. 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 ADR was 50.48%, occurring on Mar 20, 2020. Recovery took 235 trading sessions.
The current Swiss Life Holding AG ADR drawdown is 5.82%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -50.48%Mar 2020 | 25d | 11mo 13d | 1y 3dFeb 2020 - Feb 2021 |
Bear market2022 | -35.97%Oct 2022 | 8mo 5d | 6mo | 1y 2moFeb 2022 - Apr 2023 |
2024 correction2024 | -13.36%Apr 2024 | 1mo 6d | 2mo | 3mo 6dMar 2024 - Jun 2024 |
2026 correction2026 | -13.36%Mar 2026 | 2mo 14d | 1mo 2d | 3mo 16dDec 2025 - Apr 2026 |
2023 correction2023 | -12.69%Jun 2023 | 2mo 5d | 29d | 3mo 4dApr 2023 - Jul 2023 |
Drawdown Indicators
| SZLMY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -56.78% | +6.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -9.10% | -4.26% |
Max Drawdown (3Y)Largest decline over 3 years | -13.36% | -18.90% | +5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -35.97% | -25.43% | -10.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -5.82% | -1.80% | -4.02% |
Average DrawdownAverage peak-to-trough decline | -8.36% | -10.71% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.59% | 2.03% | +3.56% |
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 ADR 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 ADR 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 SZLMY, comparing it with other companies in the Insurance - Diversified industry. Currently, SZLMY has a P/E ratio of 10.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SZLMY compared to other companies in the Insurance - Diversified industry. SZLMY currently has a PEG ratio of 6.9. 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 SZLMY relative to other companies in the Insurance - Diversified industry. Currently, SZLMY has a P/S ratio of 0.6. 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 SZLMY in comparison with other companies in the Insurance - Diversified industry. Currently, SZLMY has a P/B value of 3.5. 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 | — |
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