Helvetia Holding AG

SWX:HELN Stock Report

Market Cap: CHF 8.5b

Helvetia 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 HELN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders81,7890.155%
Institutions11,111,62521%
General Public41,650,70578.8%

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

Top Shareholders

Top 25 shareholders own 19.09% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.08%
UBS Asset Management AG
2,685,650CHF 432.4m5.9%0.05%
3.58%
BlackRock, Inc.
1,890,222CHF 304.3m0%0.01%
2.75%
Dimensional Fund Advisors LP
1,454,506CHF 234.2m-1.81%0.04%
2.66%
The Vanguard Group, Inc.
1,407,675CHF 226.6m1.24%no data
0.72%
Pictet Asset Management SA
379,131CHF 61.0m-0.01%0.13%
0.62%
ZKB Asset Management
327,994CHF 52.8m-4.62%0.12%
0.5%
Vontobel Asset Management AG
262,964CHF 42.3m-2.38%0.24%
0.47%
Geode Capital Management, LLC
248,041CHF 39.9m2.01%no data
0.36%
State Street Global Advisors, Inc.
187,751CHF 30.2m-1.49%no data
0.31%
Zürcher Kantonalbank, Investment Arm
165,427CHF 26.6m-9.85%0.24%
0.23%
Charles Schwab Investment Management, Inc.
120,609CHF 19.4m-0.45%no data
0.21%
zCapital AG
110,000CHF 17.7m0%1.1%
0.2%
Schroder Investment Management Limited
108,289CHF 17.4m0%0.01%
0.19%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
101,726CHF 16.4m0.02%0.37%
0.16%
St. Galler Kantonalbank, Asset Management Arm
84,084CHF 13.5m-6.55%0.74%
0.13%
Sjunde AP-fonden
69,069CHF 11.1m0%0.01%
0.12%
Bank Von Graffenried AG, Asset Management Arm
64,280CHF 10.3m0%2.48%
0.12%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
61,128CHF 9.8m14.8%no data
0.11%
BCV Asset Management
58,473CHF 9.4m9.72%0.21%
0.11%
Amundi Asset Management SAS
57,553CHF 9.3m0.26%no data
0.1%
Deutsche Asset & Wealth Management
53,778CHF 8.7m-12.1%no data
0.1%
Norges Bank Investment Management
52,825CHF 8.5m0%no data
0.096%
Berner Kantonalbank, Asset Management Arm
50,764CHF 8.2m4.39%1.08%
0.087%
Baloise Asset Management
46,221CHF 7.4m2.58%0.49%
0.078%
First Trust Advisors LP
41,104CHF 6.6m10.3%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/30 11:33
End of Day Share Price 2025/01/30 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Helvetia Holding AG is covered by 19 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Daniel BischofBaader Helvea Equity Research
Stefan SchürmannBank Vontobel AG