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BELIMO Holding AG

SWX:BEAN Stock Report

Market Cap: CHF 10.4b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

BELIMO Holding Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of BEAN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders235,3401.91%
General Public5,351,34843.5%
Institutions6,713,28154.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 47.87% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
19.5%
U. W. Linsi Foundation
2,400,000CHF 2.0b0%no data
5.56%
UBS Asset Management AG
683,265CHF 580.4m0%0.05%
5.18%
BlackRock, Inc.
637,140CHF 541.3m0%0.01%
3.15%
Vanguard Capital Management, LLC
387,363CHF 329.1m0.62%0.01%
1.66%
Norges Bank Investment Management
204,252CHF 173.5m8.98%0.01%
1.48%
Baillie Gifford & Co.
182,136CHF 154.7m-2.55%0.09%
1.31%
Urban Linsi
160,915CHF 136.7m0%no data
1.23%
First Trust Advisors LP
150,684CHF 128.0m5.21%0.08%
1.13%
Dimensional Fund Advisors LP
138,738CHF 117.9m0.88%0.02%
0.95%
Vontobel Asset Management AG
117,363CHF 99.7m0%0.72%
0.91%
Liontrust Asset Management PLC
112,492CHF 95.6m0%0.52%
0.65%
Geode Capital Management, LLC
79,664CHF 67.7m4.93%no data
0.62%
Amundi Asset Management SAS
76,018CHF 64.6m-1.19%0.01%
0.58%
Patrick Burkhalter
71,475CHF 60.7m0%no data
0.55%
Goldman Sachs Asset Management, L.P.
67,410CHF 57.3m0.04%0.01%
0.41%
Union Bancaire Privée, UBP SA
50,191CHF 42.6m-0.2%0.81%
0.4%
Vanguard Asset Management, Limited
49,042CHF 41.7m4.25%0.02%
0.35%
Deutsche Asset & Wealth Management
43,542CHF 37.0m-1.8%0.01%
0.35%
Invesco Capital Management LLC
43,338CHF 36.8m71.2%no data
0.35%
La Caisse de dépôt et placement du Québec
42,477CHF 36.1m0%0.04%
0.33%
zCapital AG
40,315CHF 34.2m9.2%1.59%
0.31%
Epoch Investment Partners, Inc.
37,851CHF 32.2m1,050%0.5%
0.31%
Franklin Templeton Inc.
37,726CHF 32.0m-7.48%0.01%
0.31%
State Street Investment Management
37,522CHF 31.9m0.68%no data
0.3%
KBC Asset Management NV
37,437CHF 31.8m0%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/09 06:45
End of Day Share Price 2026/09/09 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

BELIMO Holding AG is covered by 21 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Zana MamelliBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Marta BruskaBaader Helvea Equity Research

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