Institutional Investors Take Mixed Positions on Swiss Re AG Depositary Receipt Amid Bullish Analyst Outlook

Swiss Re AG - Depositary Receipt (OTCPK:SSREY) is drawing continued analyst attention, with recent assessments pointing to significant upside potential in the near term. The investment research platform Fintel reports that as of December 9, 2025, coverage remains constructive on the security.

Strong Price Target Signals Upside Potential

Market forecasters are painting an optimistic picture for SSREY going forward. The consensus one-year price target, calculated as of mid-November 2025, stands at $47.14 per share—representing a substantial 48.99% appreciation from the then-current price of $31.64. Analyst estimates range widely, from a conservative $18.86 floor to an ambitious $80.44 ceiling, suggesting varied perspectives on the company’s trajectory. Beyond near-term valuation metrics, projections indicate Swiss Re AG will generate approximately $50.146 billion in annual revenue, reflecting a healthy 15.59% year-over-year expansion. Non-GAAP earnings per share are expected to reach $12.20.

Institutional Portfolio Activity: A Tale of Selective Positioning

The landscape of institutional ownership presents a nuanced picture. Currently, 12 funds and institutions maintain reportable positions in the depositary receipt, with aggregate portfolio allocation averaging 0.03% across all dedicated holdings—up 0.48% from prior periods. However, overall institutional share count declined 4.22% to 98,000 shares over the three-month window.

Within this broader trend, specific managers have taken divergent stances. Rhumbline Advisers currently holds 33,000 shares, a decrease of 1,000 shares (1.91%) from its previous filing, while simultaneously trimming its portfolio weight by 1.11%. Meanwhile, APIE - ActivePassive International Equity ETF demonstrated more aggressive trimming, cutting its position from 45,000 shares to 25,000 shares—a 76.44% reduction that reflects a 41.34% decrease in portfolio allocation.

Yousif Capital Management also reduced exposure, moving from 21,000 to 16,000 shares (28.76% decline), with portfolio weighting dropping 17.50% quarter-over-quarter. Other participants include BLUIX - BLUEPRINT GROWTH FUND Institutional Class (10,000 shares) and GAMMA Investing, which increased its stake by 5.63% to 7,000 shares despite a modest 0.69% portfolio weight reduction.

These varied institutional adjustments suggest investors are carefully calibrating their positions as they assess Swiss Re AG’s forward prospects.