Asset managerRegistered location :Boston

Wellington Management Group LLPDeclared Swiss shareholdings

Wellington Management Group LLP: 10 Swiss companies with a declared holding, including Sulzer AG, Implenia AG, PSP Swiss Property AG. Latest filing: 04.09.2026.

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Estimated value (CHF)
…
Swiss companies held
10
Largest position
3,01 %
Sulzer AG
12-month trend
Not determinable
0 rate rises · 0 rate falls
Latest filing
04.09.2026
Active since 2015

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held
Show 1 more companies
How to read these figures?

Rates come from the 77 official filings published by SIX Exchange Regulation. A filing is only required when a threshold is crossed (3, 5, 10, 15, 20, 25, 33⅓, 50, 66⅔%): the actual position may have changed since.

Estimated value = shares held per the latest filing × latest CHF closing price. It is an indicative order of magnitude: the position may have changed without a new threshold being crossed, and holdings without a share count or a CHF price are not valued. Each company's mini-chart traces the successive declared rates.

This profile shows only what the declarant published. No external data is added to it.

Group structure

Shareholding disclosures are often filed jointly by several entities of the same group. The registry links them together: "Controls" lists the group entities declared alongside this shareholder, "Controlled by" the head entities. The figure is the number of joint disclosures, followed by the date of the most recent one.

Show group structure13 controls

This mapping reflects observed disclosures; it does not necessarily indicate permanent legal control.

Disclosure behaviour

Upward and downward threshold crossings show direction, without measuring daily trades below legal thresholds.

90 days · Upward crossings

1

visible history: 71

90 days · Downward crossings

0

visible history: 0

First disclosure: 06.01.2015Last disclosure: 04.09.2026

Nature of disclosed positions

Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.

Equity holdings
59
Rights / derivatives
23
Other positions
53

Latest shareholding disclosures

Show 37 older disclosures
PurchaseShareholdings

Galderma Group AG

Wellington Management Group LLP · Single shareholder

3.244%Voting rights acquired18.03.2025
PurchaseShareholdings

Tecan Group AG

Wellington Management Group LLP · Single shareholder

3.23%Voting rights acquired01.10.2024
Below thresholdShareholdings

Tecan Group AG

Wellington Management Group LLP · Single shareholder

3%Below threshold15.11.2023
PurchaseShareholdings

Tecan Group AG

Wellington Management Group LLP · Single shareholder

3.14%Voting rights acquired21.07.2022
Below thresholdShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

3%Below threshold09.02.2022
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

4.95%Voting rights acquired06.08.2021
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

5%Voting rights acquired02.12.2020
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

3.03%Voting rights acquired01.08.2020
PurchaseShareholdings

ObsEva SA

Wellington Management Group LLP · Single shareholder

2.2%Voting rights acquired24.12.2019
PurchaseShareholdings

Implenia AG

Wellington Management Group LLP · Single shareholder

2.99%Voting rights acquired10.09.2019
PurchaseShareholdings

TEMENOS AG

Wellington Management Group LLP · Single shareholder

2.92%Voting rights acquired07.09.2019
PurchaseShareholdings

PSP Swiss Property AG

Wellington Management Group LLP · Single shareholder

2.96%Voting rights acquired29.08.2019
PurchaseShareholdings

TEMENOS AG

Wellington Management Group LLP · Single shareholder

3%Voting rights acquired21.08.2019
PurchaseShareholdings

TEMENOS AG

Wellington Management Group LLP · Single shareholder

2.99%Voting rights acquired20.08.2019
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

2.96%Voting rights acquired20.07.2019
PurchaseShareholdings

Implenia AG

Wellington Management Group LLP · Single shareholder

3%Voting rights acquired18.07.2019
PurchaseShareholdings

PSP Swiss Property AG

Wellington Management Group LLP · Single shareholder

3.13%Voting rights acquired21.06.2019
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

4.97%Voting rights acquired23.05.2019
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

5.3%Voting rights acquired01.05.2019
PurchaseShareholdings

TEMENOS AG

Wellington Management Group LLP · Single shareholder

3.01%Voting rights acquired05.04.2019
PurchaseShareholdings

DocMorris AG

Wellington Management Group LLP · Single shareholder

2.93%Voting rights acquired20.02.2019
PurchaseShareholdings

Logitech International S.A.

Wellington Management Group LLP · Single shareholder

2.76%Voting rights acquired11.01.2019
PurchaseShareholdings

ObsEva SA

Wellington Management Group LLP · Single shareholder

3.39%Voting rights acquired29.12.2018
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

3.04%Voting rights acquired20.12.2018
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

2.99%Voting rights acquired19.12.2018
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

3%Voting rights acquired15.12.2018
PurchaseShareholdings

DocMorris AG

Wellington Management Group LLP · Single shareholder

3.73%Voting rights acquired11.12.2018
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

2.79%Voting rights acquired27.11.2018
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

3.02%Voting rights acquired06.10.2018
PurchaseShareholdings

Julius Bär Gruppe AG

Wellington Management Group LLP · Single shareholder

2.96%Voting rights acquired26.09.2018
PurchaseShareholdings

Logitech International S.A.

Wellington Management Group LLP · Single shareholder

3.12%Voting rights acquired03.08.2018
PurchaseShareholdings

GAM Holding AG

Wellington Management Group LLP · Single shareholder

2.76%Voting rights acquired28.07.2018
PurchaseShareholdings

Tecan Group AG

Wellington Management Group LLP · Single shareholder

2.93%Voting rights acquired22.03.2018
PurchaseShareholdings

TEMENOS AG

Wellington Management Group LLP · Single shareholder

2.96%Voting rights acquired01.12.2017
PurchaseShareholdings

TEMENOS AG

Wellington Management Group LLP · Single shareholder

3.02%Voting rights acquired05.10.2017
PurchaseShareholdings

GAM Holding AG

Wellington Management Group LLP · Single shareholder

3.08%Voting rights acquired25.08.2017
PurchaseShareholdings

DocMorris AG

Wellington Management Group LLP · Single shareholder

5.09%Voting rights acquired15.07.2017

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Management purchases in this portfolio

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    These figures aggregate public disclosures. They are not investment advice.

    Common questions

    Which Swiss companies are in Wellington Management Group LLP’s disclosed portfolio?

    Sulzer AG, Implenia AG, PSP Swiss Property AG, EFG International, DocMorris AG, TEMENOS AG, Logitech International S.A., GAM Holding AG, Micronas Semiconductor Holding AG, ObsEva SA.

    What is Wellington Management Group LLP’s latest disclosure?

    The latest available disclosure was published on 04.09.2026 and concerns Sulzer AG. Threshold disclosures do not describe every purchase or sale.

    Explore further

    Recent insider purchases

    What are insiders doing at companies disclosed by this shareholder?

    All purchases this week

    Insider barometer

    Compare insider purchases and sales across the Swiss stock exchange over 30 days.

    View the Swiss barometer

    These signals are not investment advice.