Helvetia Holding AG

LSE:0ACB Stock Report

Market Cap: CHF 10.1b

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 0ACB?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders81,7890.155%
Institutions11,102,68821%
General Public41,692,93978.8%

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

Top Shareholders

Top 25 shareholders own 19.01% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.07%
UBS Asset Management AG
2,679,374CHF 511.8m1.35%0.05%
3.72%
BlackRock, Inc.
1,966,021CHF 375.5m1.8%0.01%
2.7%
The Vanguard Group, Inc.
1,429,820CHF 273.1m1.47%no data
2.6%
Dimensional Fund Advisors LP
1,375,261CHF 262.7m0.15%0.05%
0.72%
Pictet Asset Management Limited
379,487CHF 72.5m0%0.06%
0.59%
ZKB Asset Management
313,451CHF 59.9m0%0.13%
0.5%
Vontobel Asset Management AG
262,964CHF 50.2m0%0.29%
0.48%
Geode Capital Management, LLC
252,225CHF 48.2m0.21%no data
0.37%
Zürcher Kantonalbank, Investment Arm
195,417CHF 37.3m0%0.31%
0.25%
State Street Global Advisors, Inc.
132,312CHF 25.3m0.33%no data
0.22%
Charles Schwab Investment Management, Inc.
118,971CHF 22.7m-2.88%no data
0.21%
Schroder Investment Management Limited
112,573CHF 21.5m0%0.02%
0.19%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
101,232CHF 19.3m0%0.47%
0.17%
zCapital AG
90,000CHF 17.2m0%1.01%
0.16%
St. Galler Kantonalbank, Asset Management Arm
84,084CHF 16.1m0%0.9%
0.13%
Sjunde AP-fonden
69,069CHF 13.2m0%0.01%
0.13%
Bank Von Graffenried AG, Asset Management Arm
66,680CHF 12.7m0%2.67%
0.12%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
60,944CHF 11.6m0%no data
0.11%
Amundi Asset Management SAS
59,701CHF 11.4m-0.06%no data
0.11%
BCV Asset Management
58,473CHF 11.2m0%0.26%
0.1%
Deutsche Asset & Wealth Management
53,815CHF 10.3m0%no data
0.1%
Norges Bank Investment Management
52,825CHF 10.1m0%no data
0.096%
Berner Kantonalbank, Asset Management Arm
50,764CHF 9.7m0%1.27%
0.087%
Baloise Asset Management
46,221CHF 8.8m0%0.63%
0.078%
DBX Advisors LLC
41,015CHF 7.8m3.75%0.04%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/28 04:50
End of Day Share Price 2025/05/28 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

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

Helvetia Holding AG is covered by 20 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Daniel BischofBaader Helvea Equity Research
Stefan SchürmannBank Vontobel AG