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 Insiders115,0660.218%
Institutions9,868,45718.7%
Private Companies18,041,83834.1%
General Public24,818,75847%

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


Top Shareholders

Top 25 shareholders own 50.24% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
34.1%
Patria Società cooperativa
18,041,838CHF2.2b0%no data
3.58%
BlackRock, Inc.
1,890,222CHF227.6m0%no data
2.76%
Dimensional Fund Advisors LP
1,457,884CHF175.5m0.08%0.03%
2.55%
The Vanguard Group, Inc.
1,349,753CHF162.5m1.67%no data
1.4%
Credit Suisse Asset Management (Switzerland) Ltd.
738,639CHF88.9m1.4%0.07%
1.02%
Pictet Asset Management Limited
539,703CHF65.0m-0.52%0.05%
0.62%
ZKB Asset Management
325,336CHF39.2m0%0.11%
0.44%
Vontobel Asset Management AG
233,041CHF28.1m-0.7%0.23%
0.42%
Geode Capital Management, LLC
219,811CHF26.5m0.55%no data
0.36%
Zürcher Kantonalbank, Investment Arm
192,313CHF23.2m0%0.21%
0.3%
State Street Global Advisors, Inc.
156,415CHF18.8m-14.3%no data
0.29%
Norges Bank Investment Management
155,164CHF18.7m-53.8%no data
0.25%
JP Morgan Asset Management
131,058CHF15.8m0%no data
0.24%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
128,705CHF15.5m0.15%0.38%
0.22%
Charles Schwab Investment Management, Inc.
117,084CHF14.1m15.5%no data
0.21%
zCapital AG
112,900CHF13.6m-13.2%0.96%
0.21%
LLB Asset Management AG
110,180CHF13.3m0%0.4%
0.19%
Schroder Investment Management Limited
99,977CHF12.0m-9.91%0.01%
0.17%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
91,141CHF11.0m0%no data
0.17%
St. Galler Kantonalbank, Asset Management Arm
88,621CHF10.7m1.71%0.64%
0.15%
ÖKoworld Lux S.A.
80,000CHF9.6m0%0.27%
0.14%
Nordea Investment Management, AB
75,189CHF9.1m0%0.01%
0.14%
Valiant Bank AG, Asset Management Arm
74,920CHF9.0m-0.62%1.09%
0.14%
Amundi Asset Management SAS
73,635CHF8.9m-2.52%no data
0.12%
Bank Von Graffenried AG, Asset Management Arm
65,520CHF7.9m0%1.95%
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