Baloise Holding AG

BATS-CHIXE:BALNZ Stock Report

Market Cap: CHF 7.6b

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 TypeNumber of SharesOwnership Percentage
Individual Insiders142,1720.314%
Institutions17,387,83238.3%
General Public27,810,46861.3%

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


Top Shareholders

Top 25 shareholders own 33.97% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.16%
Cevian Capital AB
2,341,643CHF 391.8m0%3.62%
5.05%
UBS Asset Management AG
2,290,269CHF 383.2m0%0.04%
4%
The Vanguard Group, Inc.
1,814,125CHF 303.5m0.21%no data
3.05%
Norges Bank Investment Management
1,382,454CHF 231.3m0%0.02%
3.03%
Credit Suisse, Investment Banking and Securities Investments
1,374,000CHF 229.9m0%11.43%
2.69%
Dimensional Fund Advisors LP
1,218,241CHF 203.8m-0.84%0.03%
2.12%
BNY Asset Management
961,800CHF 160.9m0%0.03%
1.07%
ZKB Asset Management
486,467CHF 81.4m-1.53%0.18%
1.02%
Pictet Asset Management SA
463,425CHF 77.5m-1.1%0.16%
1.01%
BlackRock, Inc.
458,000CHF 76.6m0%no data
0.98%
Vontobel Asset Management AG
444,429CHF 74.4m8.13%0.43%
0.8%
zCapital AG
363,850CHF 60.9m0%3.94%
0.66%
Geode Capital Management, LLC
300,295CHF 50.2m1.33%no data
0.47%
Zürcher Kantonalbank, Investment Arm
214,141CHF 35.8m-8.73%0.33%
0.44%
State Street Global Advisors, Inc.
198,128CHF 33.1m0.23%no data
0.35%
Artisan Partners Limited Partnership
157,353CHF 26.3m0%0.02%
0.33%
Charles Schwab Investment Management, Inc.
149,162CHF 25.0m1.5%no data
0.29%
Deutsche Asset & Wealth Management
133,111CHF 22.3m-18.3%0.01%
0.28%
Amundi Asset Management SAS
125,436CHF 21.0m1.02%no data
0.25%
Mirabaud Asset Management (Suisse) SA
112,000CHF 18.7m0%3.8%
0.2%
Schroder Investment Management Limited
90,173CHF 15.1m0%0.01%
0.19%
Bank Von Graffenried AG, Asset Management Arm
87,123CHF 14.6m0%3.65%
0.19%
Mirabaud Asset Management (Europe) S.A.
84,000CHF 14.1m0%4.32%
0.17%
BCV Asset Management
78,549CHF 13.1m2.42%0.3%
0.17%
Sjunde AP-fonden
75,455CHF 12.6m0%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/06 08:32
End of Day Share Price 2025/01/06 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

Baloise Holding AG is covered by 21 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Guenther HollfelderBaader Helvea Equity Research
Stefan SchürmannBank Vontobel AG
Thomas BatemanBerenberg