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Holding / family officeRegistered location :4051 BaselGroup :Bâloise Holding AG

Baloise Incentive FoundationDeclared Swiss shareholdings

Baloise Incentive Foundation: 1 Swiss companies with a declared holding, including Baloise Holding AG. Latest filing: 03.09.2015.

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Estimated value (CHF)
…
Swiss companies held
1
Largest position
5 %
Baloise Holding AG
12-month trend
Not determinable
0 rate rises · 0 rate falls
Latest filing
03.09.2015
Active since 2007

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Baloise Holding AG

5 %03.09.2015
How to read these figures?

Rates come from the 14 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 structure2 controlled by · 2 controls

Controlled by

Group entities that file jointly with this shareholder as its head.

Controls

Group entities linked to this shareholder in joint disclosures.

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

0

visible history: 4

90 days · Downward crossings

0

visible history: 1

First disclosure: 21.11.2007Last disclosure: 03.09.2015

Nature of disclosed positions

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

Equity holdings
5
Sale positions
3

Latest shareholding disclosures

Below thresholdShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Single shareholder

3%Below threshold21.07.2021
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Single shareholder

5.006%Voting rights acquired16.11.2019
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Single shareholder

3.004%Voting rights acquired18.10.2018
Show 13 older disclosures
Below thresholdShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Single shareholder

3%Below threshold19.07.2017
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Single shareholder

3%Voting rights acquired26.04.2017
Below thresholdShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Single shareholder

3%Below threshold03.03.2017
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Single shareholder

5.196%Voting rights acquired15.11.2016
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Single shareholder

4.985%Voting rights acquired15.11.2016
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Group of shareholders

5%Voting rights acquired03.09.2015
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Group of shareholders

5%Voting rights acquired03.09.2015
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Group of shareholders

4.4%Voting rights acquired09.01.2014
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Group of shareholders

4.4%Voting rights acquired09.01.2014
SaleShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Group of shareholders

4%Voting rights sold18.11.2009
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Group of shareholders

3.023%Voting rights acquired09.06.2009
Below thresholdShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Group of shareholders

3%Below threshold04.08.2008
PurchaseShareholdings

Baloise Holding AG

Baloise Incentive Foundation · Group of shareholders

5.04%Voting rights acquired21.11.2007

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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 Baloise Incentive Foundation’s disclosed portfolio?

    Baloise Holding AG.

    What is Baloise Incentive Foundation’s latest disclosure?

    The latest available disclosure was published on 21.07.2021 and concerns Baloise Holding AG. Threshold disclosures do not describe every purchase or sale.

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    These signals are not investment advice.