Helvetia Holding AG

SWX:HELN Stock Report

Market Cap: CHF 7.7b

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%
Institutions11,013,41620.8%
General Public41,748,91479%

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

Top Shareholders

Top 25 shareholders own 18.85% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
4.8%
UBS Asset Management AG
2,536,094CHF 369.3m0%0.04%
3.58%
BlackRock, Inc.
1,890,222CHF 275.2m0%no data
2.77%
Dimensional Fund Advisors LP
1,464,102CHF 213.2m-1.17%0.04%
2.63%
The Vanguard Group, Inc.
1,389,882CHF 202.4m-0.04%no data
0.72%
Pictet Asset Management SA
379,164CHF 55.2m0%0.11%
0.62%
ZKB Asset Management
327,994CHF 47.8m-4.62%0.1%
0.5%
Vontobel Asset Management AG
262,964CHF 38.3m-2.38%0.22%
0.46%
Geode Capital Management, LLC
242,831CHF 35.4m3.19%no data
0.35%
State Street Global Advisors, Inc.
183,328CHF 26.7m-0.47%no data
0.31%
Zürcher Kantonalbank, Investment Arm
165,427CHF 24.1m-9.85%0.22%
0.23%
Charles Schwab Investment Management, Inc.
122,383CHF 17.8m1.02%no data
0.21%
zCapital AG
110,000CHF 16.0m0%1.02%
0.2%
Schroder Investment Management Limited
108,027CHF 15.7m0%0.01%
0.19%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
101,726CHF 14.8m0.02%0.35%
0.16%
St. Galler Kantonalbank, Asset Management Arm
85,475CHF 12.4m-5.01%0.71%
0.15%
ÖKoworld Lux S.A.
80,000CHF 11.6m0%0.32%
0.13%
Sjunde AP-fonden
69,069CHF 10.1m0%0.01%
0.12%
Bank Von Graffenried AG, Asset Management Arm
64,280CHF 9.4m0%2.34%
0.11%
Deutsche Asset & Wealth Management
60,677CHF 8.8m0%no data
0.11%
Amundi Asset Management SAS
59,986CHF 8.7m4.5%no data
0.11%
BCV Asset Management
59,633CHF 8.7m11.9%0.19%
0.1%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
53,261CHF 7.8m-0.85%no data
0.1%
Norges Bank Investment Management
52,825CHF 7.7m0%no data
0.092%
Berner Kantonalbank, Asset Management Arm
48,628CHF 7.1m0%1.02%
0.085%
Baloise Asset Management
45,060CHF 6.6m0%0.48%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/18 07:28
End of Day Share Price 2024/12/18 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