Private Equity Holding AG

Private Equity Holding AGverified

PEHN.SW

Price:

$61

Market Cap:

$159.51M

Private Equity Holding AG specializes in fund of funds, secondary indirect investments and selective direct co-investments. With fund of funds investments, it seeks to invest in venture funds, buyout funds, special situation, secondary and balanced funds. Private Equity Holding AG will not invest in early stage venture or mega-buyout funds. Investments in venture fund are primarily in the technology sector with a focus on Internet, telecommunications, information technology, and life sciences and other high-tech sectors such as semiconductors and electronics. In direct investments, the fund prefers to invest with its partner fund or as pre-IPO financings in the form of convertible loans. The...[Read more]

Industry

Asset Management

IPO Date

1999-01-18

Stock Exchange

SIX

Ticker

PEHN.SW

The ROE as of December 2025 (TTM) for Private Equity Holding AG (PEHN.SW) is 2.46%

According to Private Equity Holding AG’s latest financial reports and current stock price. The company's current ROE is 2.46%. This represents a change of 33.98% compared to the average of 1.84% of the last 4 quarters.

Private Equity Holding AG (PEHN.SW) Historical ROE (quarterly & annually)

How has PEHN.SW ROE performed in the past?

The mean historical ROE of Private Equity Holding AG over the last ten years is 8.66%. The current 2.46% ROE has changed -71.57% with respect to the historical average. Over the past ten years (40 quarters), PEHN.SW's ROE was at its highest in in the March 2021 quarter at 30.83%. The ROE was at its lowest in in the September 2020 quarter at -5.65%.

Quarterly (TTM)
Annual

Average

8.66%

Median

5.75%

Minimum

-0.24%

Maximum

26.87%

Private Equity Holding AG (PEHN.SW) ROE by Quarter and Year

Discovering the peaks and valleys of Private Equity Holding AG ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 768.65%

Maximum Annual ROE = 26.87%

Minimum Annual Increase = -2108.64%

Minimum Annual ROE = -0.24%

Quarterly (TTM)
Annual
YearROEChange
20252.42%-50.81%
20244.92%-2108.64%
2023-0.24%-101.12%
202221.97%-18.25%
202126.87%313.57%
20206.50%-36.37%
201910.21%768.65%
20181.18%-76.53%
20175.01%-35.23%
20167.73%-27.02%

Private Equity Holding AG (PEHN.SW) Average ROE

How has PEHN.SW ROE performed in the past?

The current ROE of Private Equity Holding AG (PEHN.SW) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

2.37%

5-year avg

11.19%

10-year avg

8.66%

Private Equity Holding AG (PEHN.SW) ROE vs. Peers

How is PEHN.SW’s ROE compared to its peers?

Private Equity Holding AG’s ROE is greater than GAM Holding AG (-81.01%), less than Bellevue Group AG (1.66%), less than Castle Private Equity AG (6.09%), less than Banque Cantonale du Jura S.A. (3.70%), less than Alpine Select AG (1.76%), greater than Nebag Ag (-8.01%), less than EEII AG (99.64%), greater than Leonteq AG (-0.08%), less than Valartis Group AG (8.69%), less than Hypothekarbank Lenzburg AG (3.31%),

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