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%
Institutions14,868,75832.7%
General Public26,134,89857.4%

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


Top Shareholders

Top 25 shareholders own 38.25% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.56%
Patria Società cooperativa
4,348,258CHF 824.9m0%no data
5.03%
UBS Asset Management AG
2,290,269CHF 434.5m0%0.05%
4.06%
The Vanguard Group, Inc.
1,849,100CHF 350.8m0.99%0.01%
3.04%
Norges Bank Investment Management
1,382,454CHF 262.3m0%0.02%
3.02%
Credit Suisse, Investment Banking and Securities Investments
1,374,000CHF 260.6m0%22.67%
2.58%
Dimensional Fund Advisors LP
1,172,205CHF 222.4m-4.18%0.04%
2.11%
BNY Asset Management
961,800CHF 182.5m0%0.07%
1.14%
ZKB Asset Management
518,374CHF 98.3m9.33%0.23%
1.02%
Pictet Asset Management Limited
463,171CHF 87.9m0%0.07%
1.01%
BlackRock, Inc.
458,000CHF 86.9m0%no data
0.98%
Vontobel Asset Management AG
444,429CHF 84.3m0%0.51%
0.79%
zCapital AG
359,350CHF 68.2m-1.24%4.16%
0.68%
Geode Capital Management, LLC
307,693CHF 58.4m0.35%no data
0.54%
Zürcher Kantonalbank, Investment Arm
244,625CHF 46.4m0%0.39%
0.41%
State Street Global Advisors, Inc.
185,153CHF 35.1m-9.2%no data
0.34%
Amundi Asset Management SAS
152,805CHF 29.0m-0.05%0.01%
0.32%
Charles Schwab Investment Management, Inc.
147,180CHF 27.9m-0.36%0.01%
0.27%
Deutsche Asset & Wealth Management
124,811CHF 23.7m0%0.01%
0.25%
Mirabaud Asset Management (Suisse) SA
112,000CHF 21.2m0%4.17%
0.21%
Artisan Partners Limited Partnership
93,505CHF 17.7m-30.4%0.02%
0.2%
Schroder Investment Management Limited
90,173CHF 17.1m0%0.01%
0.19%
Bank Von Graffenried AG, Asset Management Arm
85,773CHF 16.3m0%3.52%
0.18%
Mirabaud Asset Management (Europe) S.A.
84,000CHF 15.9m0%4.72%
0.17%
BCV Asset Management
78,549CHF 14.9m2.42%0.36%
0.17%
Sjunde AP-fonden
75,455CHF 14.3m0%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/09 19:22
End of Day Share Price 2025/05/09 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 22 analysts. 7 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