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 HELN.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	87,833	0.166%
Institutions	11,373,559	21.5%
Private Companies	18,041,838	34.1%
General Public	23,405,385	44.2%

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

Top Shareholders

Top 25 shareholders own 52.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
34.1%	Patria Società cooperativa	18,041,838	US$2.4b	0%	no data
3.57%	BlackRock, Inc.	1,890,222	US$255.0m	0%	no data
2.74%	Dimensional Fund Advisors LP	1,447,881	US$195.3m	1.47%	0.04%
2.51%	The Vanguard Group, Inc.	1,327,863	US$179.1m	0.95%	no data
1.65%	UBS Asset Management AG	871,064	US$117.5m	1.74%	0.02%
1.39%	Credit Suisse Asset Management (Switzerland) Ltd.	737,151	US$99.4m	3.6%	0.07%
1.34%	Pictet Asset Management Limited	711,023	US$95.9m	0.59%	0.07%
0.63%	Norges Bank Investment Management	335,497	US$45.3m	0%	no data
0.61%	ZKB Asset Management	320,890	US$43.3m	8.3%	0.11%
0.46%	JP Morgan Asset Management	245,198	US$33.1m	-4.63%	no data
0.44%	Vontobel Asset Management AG	234,691	US$31.7m	-49%	0.23%
0.4%	Geode Capital Management, LLC	209,170	US$28.2m	0.46%	no data
0.35%	Zürcher Kantonalbank, Investment Arm	186,449	US$25.1m	8.91%	0.21%
0.35%	State Street Global Advisors, Inc.	183,051	US$24.7m	0.6%	no data
0.25%	zCapital AG	130,000	US$17.5m	0%	1.07%
0.24%	Union Bancaire Privee, CBI-TDB, Asset Management Arm	128,705	US$17.4m	0.15%	0.34%
0.21%	Schroder Investment Management Limited	110,977	US$15.0m	0%	0.01%
0.21%	LLB Asset Management AG	110,180	US$14.9m	0%	0.41%
0.19%	Charles Schwab Investment Management, Inc.	100,778	US$13.6m	1.2%	no data
0.18%	Amundi Asset Management SAS	95,677	US$12.9m	13.9%	no data
0.18%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	92,814	US$12.5m	-8.54%	no data
0.16%	St. Galler Kantonalbank, Asset Management Arm	87,131	US$11.8m	-0.37%	0.64%
0.15%	ÖKoworld Lux S.A.	80,000	US$10.8m	0%	0.29%
0.15%	Nordea Investment Management, AB	77,484	US$10.5m	3.05%	0.01%
0.14%	Valiant Bank AG, Asset Management Arm	71,916	US$9.7m	3.87%	1.0%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/12/25 06:25
End of Day Share Price	2023/09/27 00:00
Earnings	2023/06/30
Annual Earnings	2022/12/31

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.

Analysis Model and Snowflake

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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. 3 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
Dieter Hein	AlphaValue
Daniel Bischof	Baader Helvea Equity Research
Stefan Schürmann	Bank Vontobel AG