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 TypeNumber of SharesOwnership Percentage
Individual Insiders142,1720.313%
Private Companies4,348,2589.56%
Institutions14,748,61032.4%
General Public26,255,04657.7%

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


Top Shareholders

Top 25 shareholders own 37.9% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.56%
Patria Genossenschaft
4,348,258CHF 854.4m0%no data
5.03%
UBS Asset Management AG
2,290,269CHF 450.0m0%0.04%
4.22%
The Vanguard Group, Inc.
1,918,804CHF 377.0m1.48%0.01%
3.04%
Norges Bank Investment Management
1,382,454CHF 271.7m0%0.02%
3.02%
Credit Suisse, Investment Banking and Securities Investments
1,374,000CHF 270.0m0%22.8%
2.11%
BNY Asset Management
961,800CHF 189.0m0%0.04%
1.92%
Dimensional Fund Advisors LP
871,439CHF 171.2m-3.29%0.03%
1.14%
ZKB Asset Management
518,374CHF 101.9m0%0.22%
1.01%
BlackRock, Inc.
458,000CHF 90.0m0%no data
0.98%
Pictet Asset Management Limited
447,358CHF 87.9m0%0.07%
0.98%
Vontobel Asset Management AG
444,429CHF 87.3m0%0.5%
0.79%
zCapital AG
359,350CHF 70.6m0%4.11%
0.64%
Geode Capital Management, LLC
292,375CHF 57.5m0.28%no data
0.54%
Zürcher Kantonalbank, Investment Arm
244,625CHF 48.1m0%0.4%
0.42%
State Street Global Advisors, Inc.
189,343CHF 37.2m0.71%no data
0.34%
Amundi Asset Management SAS
152,509CHF 30.0m-0.05%0.01%
0.3%
Charles Schwab Investment Management, Inc.
137,441CHF 27.0m-6.2%no data
0.29%
Deutsche Asset & Wealth Management
132,972CHF 26.1m0%0.01%
0.28%
ÖKoworld Lux S.A.
125,700CHF 24.7m0%0.94%
0.25%
Mirabaud Asset Management (Suisse) SA
112,000CHF 22.0m0%4.05%
0.24%
Banque Morval SA, Asset Management Arm
109,000CHF 21.4m0%0.85%
0.24%
Schroder Investment Management Limited
107,578CHF 21.1m14.1%0.01%
0.21%
Artisan Partners Limited Partnership
93,505CHF 18.4m-30.4%0.02%
0.19%
Bank Von Graffenried AG, Asset Management Arm
85,773CHF 16.9m0%3.38%
0.18%
Mirabaud Asset Management (Europe) S.A.
84,000CHF 16.5m0%4.56%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/21 13:07
End of Day Share Price 2025/07/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 21 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Guenther HollfelderBaader Helvea Equity Research
Stefan SchürmannBank Vontobel AG
Thomas BatemanBerenberg