Bellevue Group AG

LSE:0QLZ Stock Report

Market Cap: CHF 150.0m

Bellevue Group 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 0QLZ?
Owner TypeNumber of SharesOwnership Percentage
Institutions1,117,2148.49%
General Public5,832,04944.3%
Individual Insiders6,206,69247.2%

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

Top Shareholders

Top 24 shareholders own 55.67% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
24.5%
Martin Bisang
3,218,400CHF 36.7m0%no data
9.88%
Hans Wyss
1,300,000CHF 14.8m0%no data
9.39%
Jürg Schäppi
1,235,299CHF 14.1m0%no data
3.37%
UBS Asset Management AG
443,822CHF 5.1m0%no data
2.04%
Veit de Maddalena
268,705CHF 3.1m0%no data
1.05%
Dimensional Fund Advisors LP
138,627CHF 1.6m0%no data
0.71%
Andre Ruegg
93,009CHF 1.1m0%no data
0.69%
Valiant Bank AG, Asset Management Arm
90,797CHF 1.0m0%0.12%
0.54%
Swiss Rock Asset Management AG
71,550CHF 815.7k0%0.1%
0.5%
Mirabaud Asset Management (Suisse) SA
65,344CHF 744.9k0%0.16%
0.41%
Mirabaud Asset Management (Europe) S.A.
53,661CHF 611.7k0%0.19%
0.4%
ZKB Asset Management
53,203CHF 606.5k-0.83%no data
0.38%
St. Galler Kantonalbank, Asset Management Arm
50,000CHF 570.0k0%0.03%
0.31%
Zürcher Kantonalbank, Investment Arm
41,151CHF 469.1k0%no data
0.29%
Michael Hutter
38,125CHF 434.6k0%no data
0.21%
Urs Schenker
27,184CHF 309.9k0%no data
0.19%
Pictet Asset Management SA
25,496CHF 290.7k0%no data
0.16%
Mandarine Gestion
21,400CHF 244.0k0%0.01%
0.16%
BlackRock, Inc.
21,247CHF 242.2k1.65%no data
0.16%
Kathrin Wehr-Seiter
20,570CHF 234.5k0%no data
0.15%
Deka Investment GmbH
20,000CHF 228.0k0%no data
0.14%
FundLogic SAS
18,722CHF 213.4k0%0.01%
0.041%
Barbara Pavik
5,400CHF 61.6k0%no data
0.017%
American Century Investment Management Inc
2,194CHF 25.0k-7.39%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 06:07
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

Bellevue Group AG is covered by 2 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
Irene RossettoKeefe, Bruyette, & Woods
Pascal BollStifel Europe