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 September 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, in the last nine months there has been a 18% growth in the number of Norwegian private individuals, which corresponds to almost 70,000 new investors. The average number of holdings has tripled since December 2019. 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 of institutional and private investors to the market situation, as well as all the new private investors investing in the market in general.
The graph below shows the value development as well as the development in number of Norwegian private individuals on Oslo Stock Exchange from January 2015 to September 2020.
“Did you know that over 76.000 new private investors has invested on the Oslo Stock Exchange the last 12 months? Or that 66% of these investors made their first investment in the short 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
As of September 2020, private individuals have had a reduction in value of -1% 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 the value is approaching the same level as the beginning of the year.
Historically, men hold a larger share of the values on Oslo Stock Exchange compared to women, and although the number of female investors is now at a record high level, women hold a smaller share (21%) 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 September 2020, men are currently holding more than 63 billion more than women in terms of the values on Oslo Stock Exchange.
As of September 2020, women hold 63 billion less of the value then men on Oslo Stock Exchange.
+6,2 % change since September 2019
+3,5 % change since September 2019
“Did you know that the only private investors with an decrease in value on their holdings in the period from December 2019 to September 2020, were 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 in the last 12 months. This also is reflected in the average age, where in the last 5 years there has been a reduction in age for Norwegian private individuals of 4.2 and 4.4 years for women and men, respectively. In the last 12 months alone, this change amounts to 3.4 and 2.9 years for women and men. The largest reduction in average age (1.2 years) was at the beginning of the COVID-19 crisis (March 2020).
Although a higher proportion of the values are held by the older age groups, it can be seen that the age groups 20-29 years and 30-39 years have experienced the largest increase in values compared to December 2019. 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 as low as it is now.
For both women and men, only the younger age groups have experienced an increase in value in their holdings in September, compared to December 2019.
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NEL ASA (NEL), 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 recently. In total for all securities, there are over 50.000 private individuals who have chosen to sell and just under 70.000 who have chosen to buy something they did not have last month (August). In total for both genders, the company NEL ASA has attracted the most private individuals in September 2020, with the second most popular shares being Norwegian Air Shuttle (NAS) and Mowi ASA (MOWI).
In the month of September, NEL has attracted more new private investors than NAS and MOWI combined.
In the last six months, the energy sector has experienced the largest reductions in value, this reduction corresponds to almost NOK 7 billion. On the other hand, the information technology sector has had the largest increase in value, at almost NOK 2.5 billion.
Private individuals living in Viken (24%) or Oslo (21%) hold almost 50% of the values on Oslo Stock Exchange, these investors hold the values 50/50 divided into ordinary VPS accounts and Share Savings accounts. This distribution of values by type of VPS account applies to all Norwegian private investors.
Holdings among men
The energy sector is the sector in which the largest share (18%) of the values men hold is invested. If you look at the top 5 companies men have invested their values in, you can see that just over 25% of the total value is concentrated around these five companies, which suggests that men have a diversified portfolio.
In total in September, the various companies on the Stock Exchange experienced attracting just over 46.000 new male investors who did not own the security in question last month. On the other hand, almost 62.000 male private individuals have chosen to sell a security they had last month.
Top five ownership among men (values)
- DNB ASA
- Gjensidige Forsikring
- Veidekke ASA
- Orkla ASA a-aksjer
Holdings among women
Women have just over 20% of the value 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 40% of the total value 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 as much as men.
In total in September, the various companies on the Stock Exchange experienced attracting just over 10.000 new female investors who did not own the security in question last month. On the other hand, almost 5.000 female private individuals have chosen to sell a security they had last month.
Top five ownership among women (values)
- Equinor ASA
- Orkla ASA a-aksjer
- DNB ASA
- Gjensidige Forsikring
- Telenor ASA
“Did you know that so far in 2020, a total of 21% less dividends have been paid to private investors than in the same period in 2019, this corresponds to 700 MNOK”