Baloise 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 BALNZ?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	4,348,258	9.59%
Institutions	12,446,631	27.4%
General Public	28,556,954	63%

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

Top Shareholders

Top 25 shareholders own 33.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.59%	Patria Genossenschaft	4,348,258	CHF 878.3m	0%	no data
6.25%	UBS Asset Management AG	2,833,008	CHF 572.3m	-0.01%	0.05%
4.36%	The Vanguard Group, Inc.	1,979,324	CHF 399.8m	9.25%	0.01%
3.05%	Norges Bank Investment Management	1,382,454	CHF 279.3m	0%	0.02%
2.02%	Dimensional Fund Advisors LP	914,746	CHF 184.8m	4.29%	0.03%
1.14%	ZKB Asset Management	518,374	CHF 104.7m	0%	0.2%
0.99%	Pictet Asset Management Limited	447,752	CHF 90.4m	0%	0.07%
0.98%	Vontobel Asset Management AG	444,429	CHF 89.8m	0%	0.51%
0.77%	zCapital AG	347,610	CHF 70.2m	-3.27%	3.75%
0.67%	Geode Capital Management, LLC	302,349	CHF 61.1m	1.71%	no data
0.54%	Zürcher Kantonalbank	244,625	CHF 49.4m	0%	0.35%
0.42%	State Street Global Advisors, Inc.	192,667	CHF 38.9m	2.6%	no data
0.35%	Amundi Asset Management SAS	157,525	CHF 31.8m	0%	0.01%
0.29%	Charles Schwab Investment Management, Inc.	133,159	CHF 26.9m	-2.79%	no data
0.28%	ÖKoworld Lux S.A.	125,700	CHF 25.4m	0%	0.97%
0.27%	Deutsche Asset & Wealth Management	123,865	CHF 25.0m	-6.85%	0.01%
0.25%	Mirabaud Asset Management (Suisse) SA	112,000	CHF 22.6m	0%	4.25%
0.24%	Intesa Sanpaolo Private Bank (Suisse) Morval S.A.	109,000	CHF 22.0m	0%	0.86%
0.2%	Goldman Sachs Asset Management, L.P.	88,943	CHF 18.0m	-19.4%	no data
0.19%	Schroder Investment Management Limited	87,735	CHF 17.7m	0%	0.01%
0.19%	Artisan Partners Limited Partnership	86,841	CHF 17.5m	-7.13%	0.02%
0.19%	Privatbank Von Graffenried AG	85,773	CHF 17.3m	0%	3.53%
0.17%	BCV Asset Management	78,549	CHF 15.9m	0%	0.34%
0.17%	Sjunde AP-fonden	75,455	CHF 15.2m	0%	0.02%
0.15%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	69,730	CHF 14.1m	5.72%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/03 10:27
End of Day Share Price	2025/11/03 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

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 Github.

Analyst Sources

Baloise Holding AG is covered by 15 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Guenther Hollfelder	Baader Helvea Equity Research
Thomas Bateman	Berenberg
Michael Huttner	Berenberg