Holding / family officeRegistered location :9001 St. Gallen

Helvetia Beteiligungen AGDeclared Swiss shareholdings

Helvetia Beteiligungen AG: 2 Swiss companies with a declared holding, including Helvetia Baloise Holding AG, Schweizerische National-Versicherungs-Gesellschaft AG. Latest filing: 27.04.2017.

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Estimated value (CHF): …
Swiss companies held: 2
Largest position: 10,62 %; Helvetia Baloise Holding AG
12-month trend: Not determinable; 0 rate rises · 0 rate falls
Latest filing: 27.04.2017; Active since 2001

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Helvetia Baloise Holding AG

10,62 %21.06.2001

Schweizerische National-Versicherungs-Gesellschaft AG

4,36 %07.12.2007

How to read these figures?

Rates come from the 19 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 structure19 controlled by · 2 controls

Controlled by

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

Helvetia Holding AG6 · 27.04.2017
Patria Genossenschaft4 · 15.10.2014
Schweizerische National-Versicherungs-Gesellschaft3 · 17.10.2014
Vontobel Beteiligungen AG c/o Bank Vontobel AG1 · 15.05.2010
Helvetia Schweizerische Lebensversicherungsgesellschaft AG1 · 15.05.2010
Raiffeisen Pensionskasse1 · 15.05.2010
IHAG Holding AG1 · 15.05.2010
Hans Imholz1 · 15.05.2010
Pensionskasse GastroSocial1 · 15.05.2010
Basellandschaftliche Pensionskasse1 · 15.05.2010
Innomag AG1 · 15.05.2010
Pensionskasse Oerlikon-Contraves AG1 · 15.05.2010
SUVA Schw. Unfallversicherungsanstalt1 · 15.05.2010
Schwyzer Kantonalbank1 · 15.05.2010
Kanton Zürich, BVK Personalvorsorge des Kantons Zürich1 · 15.05.2010
PKE-CPE Vorsorgestiftung Energie1 · 15.05.2010
PKE Pensionskasse Energie1 · 15.05.2010
Swiss Life Funds AG1 · 15.05.2010
Pensionskasse der Siemens-Gesellschaften in der Schweiz1 · 15.05.2010

Controls

Group entities linked to this shareholder in joint disclosures.

Helvetia Schweizerische Lebensversicherungsgesellschaft AG1 · 15.05.2010
Vontobel Beteiligungen AG c/o Bank Vontobel AG1 · 15.05.2010

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

visible history: 12

90 days · Downward crossings

visible history: 0

First disclosure: 15.06.2001Last disclosure: 27.04.2017

Nature of disclosed positions

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

Equity holdings

Declared Swiss portfolio

Sector allocation

Group structure

Controlled by

Controls

Disclosure behaviour

Nature of disclosed positions

Latest shareholding disclosures

Follow Helvetia Beteiligungen AG’s disclosures

Management purchases in this portfolio

Common questions

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