Roche Holding AG

SWX:RO Stock Report

Market Cap: CHF 198.6b

Roche 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 RO?
Owner TypeNumber of SharesOwnership Percentage
Private Companies21,6750.00272%
Individual Insiders69,754,4788.75%
Institutions284,794,25235.7%
General Public442,218,72455.5%

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

Top Shareholders

Top 25 shareholders own 31.76% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.16%
Andreas Oeri
41,153,143CHF 10.3b0%no data
4%
The Vanguard Group, Inc.
31,897,640CHF 8.0b0.3%0.13%
3.84%
UBS Asset Management AG
30,612,795CHF 7.6b-0.68%0.83%
3.65%
BlackRock, Inc.
29,046,789CHF 7.2b6.64%0.13%
3.53%
Andre Hoffmann
28,165,057CHF 7.0b0%no data
2.46%
Norges Bank Investment Management
19,611,380CHF 4.9b0%0.43%
1.19%
Massachusetts Financial Services Company
9,489,885CHF 2.4b-1.56%0.56%
0.91%
Dodge & Cox
7,235,687CHF 1.8b0.18%0.68%
0.78%
Fidelity International Ltd
6,227,071CHF 1.6b-2.02%0.73%
0.78%
Deutsche Asset & Wealth Management
6,220,310CHF 1.6b-0.02%0.49%
0.69%
Geode Capital Management, LLC
5,528,926CHF 1.4b-1.73%0.1%
0.55%
Pictet Asset Management SA
4,421,883CHF 1.1b-2.35%2.29%
0.45%
Zürcher Kantonalbank, Investment Arm
3,566,474CHF 888.9m-7.94%8.38%
0.41%
Flossbach & Von Storch Vermoegensmanagement AG
3,257,542CHF 811.9m0%2.28%
0.35%
Vontobel Asset Management AG
2,798,080CHF 697.4m-6.36%4.14%
0.33%
Charles Schwab Investment Management, Inc.
2,642,566CHF 658.7m2.26%0.12%
0.33%
Amundi Asset Management SAS
2,595,887CHF 647.0m-4.89%0.14%
0.32%
Dimensional Fund Advisors LP
2,536,573CHF 632.2m0.95%0.1%
0.31%
State Street Global Advisors, Inc.
2,495,975CHF 622.1m0.7%0.02%
0.3%
Alecta Pensionsförsäkring, ömsesidigt
2,400,948CHF 598.4m0%1.36%
0.3%
ZKB Asset Management
2,366,306CHF 589.8m-3.92%1.34%
0.29%
JP Morgan Asset Management
2,285,631CHF 569.7m-2.25%0.07%
0.28%
T. Rowe Price Group, Inc.
2,218,335CHF 552.9m-0.42%0.05%
0.28%
Australian Super Pty Ltd
2,192,739CHF 546.5m0%0.63%
0.26%
Caisse de dépôt et placement du Québec
2,086,977CHF 520.2m0%0.56%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 14:58
End of Day Share Price 2024/12/20 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

Roche Holding AG is covered by 59 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kamla SinghAlphaValue
John StaszakArgus Research Company
Gerhard SchwarzBaader Helvea Equity Research