Helvetia Holding AG

SWX:HELN Stock Report

Market Cap: CHF 8.0b

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%
Institutions11,052,57820.9%
General Public41,709,75278.9%

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

Top Shareholders

Top 25 shareholders own 18.94% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
4.8%
UBS Asset Management AG
2,536,094CHF 383.0m0%0.04%
3.58%
BlackRock, Inc.
1,890,222CHF 285.4m0%0.01%
2.78%
Dimensional Fund Advisors LP
1,470,035CHF 222.0m-0.59%0.04%
2.63%
The Vanguard Group, Inc.
1,390,393CHF 209.9m1.55%no data
0.72%
Pictet Asset Management SA
379,164CHF 57.3m0%0.12%
0.62%
ZKB Asset Management
327,994CHF 49.5m-4.62%0.11%
0.51%
Vontobel Asset Management AG
269,383CHF 40.7m0%0.25%
0.45%
Geode Capital Management, LLC
239,087CHF 36.1m1.6%no data
0.36%
State Street Global Advisors, Inc.
190,727CHF 28.8m-0.02%no data
0.31%
Zürcher Kantonalbank, Investment Arm
165,427CHF 25.0m-9.85%0.23%
0.23%
Charles Schwab Investment Management, Inc.
121,726CHF 18.4m0.48%no data
0.21%
zCapital AG
110,000CHF 16.6m0%1.08%
0.2%
Schroder Investment Management Limited
108,317CHF 16.4m0%0.01%
0.19%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
101,710CHF 15.4m0%0.37%
0.17%
St. Galler Kantonalbank, Asset Management Arm
89,500CHF 13.5m-0.53%0.79%
0.15%
ÖKoworld Lux S.A.
80,000CHF 12.1m0%0.34%
0.13%
Sjunde AP-fonden
69,069CHF 10.4m0%0.01%
0.13%
Nordea Investment Management, AB
68,464CHF 10.3m0%0.01%
0.12%
Bank Von Graffenried AG, Asset Management Arm
64,280CHF 9.7m0%2.43%
0.11%
Deutsche Asset & Wealth Management
60,320CHF 9.1m0%no data
0.11%
Amundi Asset Management SAS
59,986CHF 9.1m4%no data
0.11%
BCV Asset Management
59,633CHF 9.0m11.9%0.21%
0.1%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
53,720CHF 8.1m0%no data
0.1%
Norges Bank Investment Management
52,825CHF 8.0m0%no data
0.092%
Berner Kantonalbank, Asset Management Arm
48,628CHF 7.3m0%1.05%