Ina Invest AG

SWX:INA Stock Report

Market Cap: CHF 354.2m

Ina Invest 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 INA?
Owner TypeNumber of SharesOwnership Percentage
General Public142,1420.859%
Private Companies4,214,93425.5%
Institutions5,382,43732.5%
Public Companies6,811,25941.2%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 69.7%.

Top Shareholders

Top 18 shareholders own 99.14% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
41.2%
Implenia AG
6,811,259CHF 145.8m0%no data
15.7%
BURU Holding AG
2,599,801CHF 55.6m0%no data
9.76%
Parmino Holding Ag
1,615,133CHF 34.6m0%no data
8.97%
Banque Bonhôte & Cie SA, Asset Management Arm
1,485,406CHF 31.8m0%9.92%
8.83%
Amundi Asset Management SAS
1,461,720CHF 31.3m0%0.01%
8.08%
Swiss Life Asset Management AG
1,338,090CHF 28.6m0%1.98%
5.28%
UBS Asset Management AG
873,888CHF 18.7m0%no data
0.39%
Dimensional Fund Advisors LP
65,128CHF 1.4m0%no data
0.33%
Quaero Capital SA
54,993CHF 1.2m0%0.25%
0.21%
Zürcher Kantonalbank, Investment Arm
34,794CHF 744.6k0%0.01%
0.2%
ZKB Asset Management
33,262CHF 711.8k47.9%no data
0.1%
Pictet Asset Management SA
16,574CHF 354.7k0%no data
0.078%
BlackRock, Inc.
12,956CHF 277.3k1.57%no data
0.027%
Deka Investment GmbH
4,442CHF 95.1k0%no data
0.0046%
Migrosbank Asset Management
757CHF 16.2k0%no data
0.0014%
American Century Investment Management Inc
225CHF 4.8k0%no data
0.00091%
Fund Development & Advisory AG
150CHF 3.2k0%no data
0.00031%
Bessemer Investment Management LLC
52CHF 1.1k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 22:17
End of Day Share Price 2024/12/19 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

Ina Invest AG is covered by 5 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Markus MayerBaader Helvea Equity Research
Andreas von ArxBaader Helvea Equity Research
Patrick LaagerCredit Suisse