Investor Insight provides data that gives an unique insight into investor related behavior and key figures through structured market and investor data, with historical data from 2007
The following analysis only provides an excerpt from a more comprehensive sets of data that it is possible to order for the market, a specific company or sector. The criteria for this analysis are Norwegian private individuals who have or have had securities on Oslo Stock Exchange in the last 5 years.
This following information is not permitted to distribute without consent of Euronext VPS.
Per December 2020:
of the Norwegian population has invested on Oslo Stock Exchange
more women has invested on Oslo Stock Exchange the last 12 months
of this year’s dividend payments has been received by female investors
Private investors rush to Oslo Stock Exchange
In the last period, the Norwegian capital market has experienced high volatility associated with the ongoing COVID-19 crisis. Despite, and perhaps because of, these fluctuations, Norwegian private individuals rush to the Stock Exchange. As a result, there has been a 22% growth the last year in number of Norwegian private individuals, which corresponds to over 80,000 new investors. The average number of holdings for these investors has tripled in 2020. This is the highest number of holdings for this type of investors in the last five years. This is probably due to different trading reactions to the market situation for institutional and private investors, as well as all the new private investors in the market in general.
The graph below shows the development in value as well as number of Norwegian private individuals on Oslo Stock Exchange from January 2015 to December 2020.
“Did you know that over 82.000 new private investors has invested on Oslo Stock Exchange the last 12 months? Of which, 59% of these investors made their first investment in the period of March – May 2020”
Euronext VPS provide data to several media houses and analysis companies
The gap in value between women and men has never been greater
since December 2019. The largest decline in value so far in 2020 was from February to March, where the reduction corresponded to just over NOK 14.5 billion. Large parts of this reduction have recovered in recent months, and by yearend, the values are at a higher level than in the start of the year. The largest value increase occurred in November, which amounted to almost NOK 16 billion.
Historically, men hold a larger share of the values on Oslo Stock Exchange compared to women, and although the number of female investors now is at a record high level, women hold a smaller share (20%) of the value than they have had before. This means that the gap in value between women and men is constantly growing and as of December 2020, men are currently holding over NOK 77 billion more than women in terms of the values on Oslo Stock Exchange.
As of December 2020, women hold 77 billion less of the value then men on Oslo Stock Exchange.
+18,4 % change since December 2019
+11,9 % change since December 2019
“Did you know that the only private investors which had a decrease in value compared to December 2019 was women living in Rogaland and men living on Svalbard?”
A wave of young investors hits Oslo Stock Exchange
The younger age groups on Oslo Stock Exchange have almost doubled in number the last 12 months. This increase also affects the average age, where in the last 5 years there has been a 4.6 years age reduction, for Norwegian private individuals, for both genders. In the last 12 months alone, this reduction amounts to 3.5 and 3.0 years for women and men, respectively. The largest reduction in average age (1.2 years) was at the beginning of the COVID-19 crisis (March 2020).
Although the older age groups hold a higher proportion of the values, the age groups 20-29 years and 30-39 years have experienced the largest increase in values the last year. These younger age groups have never held as much value as they have done so far in 2020 in over 5 years.
In the last 12 months, the average age of private investors on the Oslo Stock Exchange has been reduced by more than 3 years. It has never been n the last 12 months, the average age of private investors on the Oslo Stock Exchange has been reduced by more than 3 years. It has never been as low as it is now.
For both women and men, all age groups experienced a value increase in their holdings in December 2020, compared to December 2019.
Do you know your investors and their trading habits?
IMPROVE YOUR INVESTOR RELATIONS
NORWEGIAN AIR SHUTTLE (NAS), the most popular stock amongst private investors
There has been a lot of activity in the investor base for the companies listed on Oslo Stock Exchange in the recent year. In total for all securities, there are over 85.000 private individuals who have chosen to sell and just under 120.000 who have chosen to buy something they did not own last month (November). In total for both genders, the company NAS has attracted the largest amount of private individuals in December 2020, with the second most popular shares being Kongsberg AM (KOA) and SAS AB (SASNO).
In total, throughout 2020, Norwegian Air Shuttle has been the most volatile share with the largest amount of private investors selling and buying.
The last year, the energy sector has experienced the largest reductions in value, this reduction corresponds to almost NOK 1.7 billion. On the other hand, the information technology sector has had the largest increase in value, at a little over NOK 5 billion.
Private individuals living in Viken (25%) or Oslo (22%) hold almost half of the values on Oslo Stock Exchange, these investors hold their values 50/50 divided into ordinary VPS accounts and Share Savings accounts. This distribution of values by type of VPS accounts applies to all Norwegian private investors.
Holdings among men
The energy sector is the sector where men has the largest share of their values invested (20%). If you look at the top five companies men have invested their values in, you can see that just over 23% of the total value is concentrated around these five companies, which suggests that men have a more diversified portfolio, compared to women.
In total in December, the various companies on the Stock Exchange experienced attracting just over 102.000 new male investors who did not own the security in question last month. On the other hand, almost 74.000 male private individuals have chosen to sell a security they owned last month.
Top five ownership among men (values)
- DNB ASA
- Norsk Hydro ASA
- Gjensidige Forsikring
- AF Gruppen ASA a-aksjer
Holdings among women
Women have just over 22% of their values invested in the financial sector on Oslo Stock Exchange. If you look at the top five companies where women hold the largest share of their values, you see that women have over 38% of the total value invested in these five companies. This suggests that women have a large amount of their values concentrated in single securities and have not diversified their portfolios to the same extent as men.
In total in December, the various companies on the Stock Exchange experienced attracting just over 17.000 new female investors who did not own the security in question last month. On the other hand, almost 11.000 female private individuals have chosen to sell a security they owned last month.
Top five ownership among women (values)
- Equinor ASA
- DNB ASA
- Orkla ASA a-aksjer
- Gjensidige Forsikring
- SB 1 SR-bank
“Did you know that in 2020, a total of 4% more dividend have been paid to private investors than in the same period in 2019, this corresponds to 161 MNOK?”