Baloise 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 BALN?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	4,348,258	9.59%
Institutions	12,536,923	27.6%
General Public	28,466,662	62.8%

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

Top Shareholders

Top 25 shareholders own 33.84% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.59%	Patria Genossenschaft	4,348,258	CHF 914.0m	0%	no data
6.23%	UBS Asset Management AG	2,823,440	CHF 593.5m	0.01%	0.06%
4.38%	The Vanguard Group, Inc.	1,986,983	CHF 417.7m	1.08%	0.01%
3.05%	Norges Bank Investment Management	1,382,454	CHF 290.6m	0%	0.02%
2.05%	Dimensional Fund Advisors LP	929,869	CHF 195.5m	1.18%	0.03%
1.14%	ZKB Asset Management	518,374	CHF 109.0m	0%	0.22%
0.99%	Pictet Asset Management Limited	447,752	CHF 94.1m	0%	0.08%
0.98%	Vontobel Asset Management AG	444,429	CHF 93.4m	0%	0.53%
0.77%	zCapital AG	347,610	CHF 73.1m	0%	3.88%
0.68%	Geode Capital Management, LLC	307,712	CHF 64.7m	3.52%	no data
0.54%	Zürcher Kantonalbank	244,625	CHF 51.4m	0%	0.36%
0.43%	State Street Global Advisors, Inc.	195,606	CHF 41.1m	1.63%	no data
0.35%	ÖKoworld Lux S.A.	159,400	CHF 33.5m	0%	1.47%
0.35%	Amundi Asset Management SAS	157,603	CHF 33.1m	0%	0.01%
0.31%	Charles Schwab Investment Management, Inc.	139,764	CHF 29.4m	0.13%	no data
0.27%	Deutsche Asset & Wealth Management	123,865	CHF 26.0m	0%	0.01%
0.25%	Mirabaud Asset Management (Suisse) SA	112,000	CHF 23.5m	0%	4.46%
0.24%	Intesa Sanpaolo Private Bank (Suisse) Morval S.A.	109,000	CHF 22.9m	0%	0.88%
0.2%	Goldman Sachs Asset Management, L.P.	89,609	CHF 18.8m	0.16%	no data
0.19%	Schroder Investment Management Limited	87,735	CHF 18.4m	0%	0.01%
0.19%	Privatbank Von Graffenried AG	85,773	CHF 18.0m	0%	3.69%
0.18%	Artisan Partners Limited Partnership	83,826	CHF 17.6m	-3.47%	0.02%
0.17%	BCV Asset Management	78,549	CHF 16.5m	0%	0.36%
0.17%	Sjunde AP-fonden	75,455	CHF 15.9m	0%	0.02%
0.15%	Lombard Odier Asset Management (Switzerland) SA	67,861	CHF 14.3m	0%	0.32%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/29 18:37
End of Day Share Price	2025/11/28 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 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 Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 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 world class team 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

Baloise Holding AG is covered by 15 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Guenther Hollfelder	Baader Helvea Equity Research
Thomas Bateman	Berenberg
Michael Huttner	Berenberg