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Private Equity Holding AG Reports Fiscal Year-End NAV and Portfolio Performance

Story Highlights
  • Private Equity Holding AG’s NAV per share was EUR 163.28 as of March 31, 2025.
  • The company saw an 8.6% share price performance over the fiscal year despite currency challenges.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Private Equity Holding AG Reports Fiscal Year-End NAV and Portfolio Performance

Private Equity Holding AG ( (CH:PEHN) ) just unveiled an update.

Private Equity Holding AG reported a Net Asset Value (NAV) per share of EUR 163.28 as of March 31, 2025, reflecting a slight decrease in EUR and a minor increase in CHF since February 2025, with an overall annual increase. The company’s fiscal year ended with a share price performance of 8.6%. Despite positive valuation adjustments in its portfolio, the weakening USD affected overall performance. Significant distributions were received from various portfolio funds, and a new capital commitment was made to a Nordic fund focused on technological services.

More about Private Equity Holding AG

Private Equity Holding AG is a listed investment company specializing in private equity investments, offering institutional and private investors a tax-optimized way to participate in a diversified and professionally managed portfolio. The company aims for long-term value growth through investments in private equity funds and selective direct investments, with earnings reinvested and distributed annually to shareholders. The portfolio is managed by Amundi Alpha Associates, a Zurich-based independent manager and advisor for private equity, private debt, and infrastructure investments.

Technical Sentiment Signal: Buy

Current Market Cap: €184.2M

Find detailed analytics on PEHN stock on TipRanks’ Stock Analysis page.

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