Avolta 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 AVOLZ?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	744	0.000495%
VC/PE Firms	10,593,053	7.04%
Public Companies	12,536,953	8.34%
Private Companies	33,834,579	22.5%
Institutions	43,338,415	28.8%
General Public	50,093,442	33.3%

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

Top Shareholders

Top 25 shareholders own 63.46% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
22.5%	Edizione Holding S.p.A.	33,834,579	CHF 1.2b	0%	no data
7.04%	Advent International, L.P.	10,593,053	CHF 383.5m	0%	5.4%
4.87%	Compagnie Financière Richemont SA	7,317,546	CHF 264.9m	0%	no data
4.29%	Qatar Investment Authority	6,454,305	CHF 233.6m	0%	0.77%
3.66%	UBS Asset Management AG	5,498,256	CHF 199.0m	0%	0.02%
3.47%	Alibaba Group Holding Limited	5,219,407	CHF 188.9m	0%	no data
3.11%	Norges Bank Investment Management	4,675,461	CHF 169.3m	0%	0.02%
2.75%	BlackRock, Inc.	4,140,299	CHF 149.9m	0%	no data
2.73%	The Vanguard Group, Inc.	4,107,760	CHF 148.7m	0.2%	no data
2.15%	Helikon Investments Limited	3,239,391	CHF 117.3m	0%	5.17%
1.01%	Manulife Asset Management	1,522,045	CHF 55.1m	0%	0.05%
0.81%	Magallanes Value Investors, S.A., SGIIC	1,224,102	CHF 44.3m	0%	2.64%
0.71%	Dimensional Fund Advisors LP	1,061,928	CHF 38.4m	9.3%	0.01%
0.59%	ZKB Asset Management	881,389	CHF 31.9m	3.01%	0.07%
0.57%	Capital at Work Int'l SA	856,884	CHF 31.0m	0%	1.15%
0.53%	Erste Asset Management GmbH	800,000	CHF 29.0m	0%	0.25%
0.53%	Geode Capital Management, LLC	791,855	CHF 28.7m	0.04%	no data
0.51%	GVC Gaesco Gestion SGIIC SA	769,721	CHF 27.9m	0%	3.76%
0.34%	Zürcher Kantonalbank, Investment Arm	509,607	CHF 18.4m	-7.46%	0.18%
0.24%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	367,381	CHF 13.3m	-2.57%	no data
0.24%	Charles Schwab Investment Management, Inc.	364,809	CHF 13.2m	1.35%	no data
0.23%	RWC Asset Management LLP	351,314	CHF 12.7m	0%	0.48%
0.22%	Baring Asset Management Limited	338,171	CHF 12.2m	0%	0.16%
0.21%	Pictet Asset Management SA	312,752	CHF 11.3m	0%	0.02%
0.14%	Goldman Sachs Asset Management, L.P.	215,954	CHF 7.8m	53%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 16:58
End of Day Share Price	2024/12/23 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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 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

Avolta AG is covered by 36 analysts. 13 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
Volker Bosse	Baader Helvea Equity Research
Mariano Szachtman	Banco Santander
Carlos Javier Treviño Peinador	Banco Santander