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 BLHE.Y?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders142,1720.314%
Institutions17,323,22938.2%
General Public27,875,07161.5%

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


Top Shareholders

Top 25 shareholders own 33.98% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.16%
Cevian Capital AB
2,341,643US$426.2m0%3.63%
5.05%
UBS Asset Management AG
2,290,269US$416.9m0%0.04%
4%
The Vanguard Group, Inc.
1,814,125US$330.2m0.21%no data
3.05%
Norges Bank Investment Management
1,382,454US$251.6m0%0.02%
3.03%
Credit Suisse, Investment Banking and Securities Investments
1,374,000US$250.1m0%9.23%
2.68%
Dimensional Fund Advisors LP
1,217,056US$221.5m-0.94%0.03%
2.12%
BNY Asset Management
961,800US$175.1m0%0.03%
1.07%
ZKB Asset Management
486,467US$88.6m-1.53%0.18%
1.02%
Pictet Asset Management SA
463,560US$84.4m-1.07%0.16%
1.01%
BlackRock, Inc.
458,000US$83.4m0%no data
0.98%
Vontobel Asset Management AG
444,429US$80.9m8.13%0.43%
0.8%
zCapital AG
363,850US$66.2m0%3.91%
0.65%
Geode Capital Management, LLC
296,103US$53.9m0.05%no data
0.47%
Zürcher Kantonalbank, Investment Arm
214,141US$39.0m-8.73%0.33%
0.44%
State Street Global Advisors, Inc.
198,128US$36.1m0.23%no data
0.35%
Artisan Partners Limited Partnership
157,353US$28.6m0%0.02%
0.33%
Charles Schwab Investment Management, Inc.
149,065US$27.1m1.43%no data
0.31%
Deutsche Asset & Wealth Management
139,011US$25.3m-14.7%0.01%
0.28%
Amundi Asset Management SAS
125,436US$22.8m1.02%no data
0.25%
Mirabaud Asset Management (Suisse) SA
112,000US$20.4m0%3.77%
0.2%
Schroder Investment Management Limited
89,868US$16.4m0%0.01%
0.19%
Bank Von Graffenried AG, Asset Management Arm
87,123US$15.9m0%3.61%
0.19%
Mirabaud Asset Management (Europe) S.A.
84,000US$15.3m0%4.29%
0.18%
BCV Asset Management
79,879US$14.5m2.38%0.3%
0.17%
Sjunde AP-fonden
75,455US$13.7m0%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 07:35
End of Day Share Price 2024/11/21 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 22 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
Dieter HeinAlphaValue
Guenther HollfelderBaader Helvea Equity Research
Stefan SchürmannBank Vontobel AG