Glossary / Wealth and risk
Concentration risk
Concentration risk is the risk of amplified losses from holding a large share of wealth in one investment, asset class or market segment, so that a single adverse development affects a big part of the total.
Written by Antevo · 15 September 2026
See it in practice01 / In practice
Illustrative only, with invented round numbers. A fictional CHF-based household has CHF 5,000,000 in total: CHF 2,000,000 in shares of one listed company, CHF 1,500,000 in property and CHF 1,500,000 in diversified funds. The single company is 2,000,000 ÷ 5,000,000 = 40% of the total. If that share price fell 30%, the household would lose CHF 600,000, or 12% of everything it owns, from one holding. The same 30% fall in a position worth 5% of the total (CHF 250,000) would cost CHF 75,000, or 1.5%. Concentration can also be hidden, for example when the diversified funds hold the same company.
Formula. Position weight = position value ÷ total value; loss as share of total = position weight × fall in the position
02 / In Antevo
Where you will
meet it.
Antevo Wealth gives a household a private view of its holdings across portfolios, property, vessels, aircraft, art and other assets, together with the documents behind them.
Go there03 / Related terms
Read next.
04 / Sources
Where this comes from.
Primary sources for the definition above. Intelligence, not advice: your adviser or counsel confirms anything a decision rests on.