Helvetia Holding AG

BATS-CHIXE:HELNZ Stock Report

Market Cap: CHF6.4b

Helvetia 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 HELNZ?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders115,0660.218%
Institutions12,155,66223%
Private Companies18,041,83834.1%
General Public22,531,55342.6%

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


Top Shareholders

Top 25 shareholders own 54.48% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
34.1%
Patria Società cooperativa
18,041,838CHF2.2b0%no data
4.8%
UBS Asset Management AG
2,536,094CHF306.1m70%0.04%
3.58%
BlackRock, Inc.
1,890,222CHF228.1m0%no data
2.78%
Dimensional Fund Advisors LP
1,468,950CHF177.3m0.44%0.03%
2.57%
The Vanguard Group, Inc.
1,357,090CHF163.8m0.46%no data
1.38%
Credit Suisse Asset Management (Switzerland) Ltd.
727,921CHF87.9m-1.7%0.07%
0.74%
Pictet Asset Management Limited
389,226CHF47.0m-0.71%0.04%
0.62%
ZKB Asset Management
325,336CHF39.3m0%0.1%
0.44%
Vontobel Asset Management AG
233,041CHF28.1m-0.7%0.22%
0.42%
Geode Capital Management, LLC
224,260CHF27.1m2.58%no data
0.36%
Zürcher Kantonalbank, Investment Arm
192,313CHF23.2m0%0.2%
0.3%
State Street Global Advisors, Inc.
158,552CHF19.1m1.37%no data
0.29%
Norges Bank Investment Management
155,164CHF18.7m0%no data
0.22%
Charles Schwab Investment Management, Inc.
118,084CHF14.3m0.85%no data
0.21%
zCapital AG
112,900CHF13.6m0%0.93%
0.21%
LLB Asset Management AG
110,180CHF13.3m0%0.38%
0.19%
Schroder Investment Management Limited
99,977CHF12.1m0%0.01%
0.18%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
93,112CHF11.2m0%0.28%
0.17%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
91,141CHF11.0m0%no data
0.17%
St. Galler Kantonalbank, Asset Management Arm
88,621CHF10.7m0%0.61%
0.15%
Valiant Bank AG, Asset Management Arm
80,115CHF9.7m6.27%1.11%
0.15%
ÖKoworld Lux S.A.
80,000CHF9.7m0%0.26%
0.14%
Nordea Investment Management, AB
75,189CHF9.1m0%0.01%
0.14%
Amundi Asset Management SAS
72,681CHF8.8m-2.28%no data
0.12%
Bank Von Graffenried AG, Asset Management Arm
65,520CHF7.9m0%1.92%
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