Company / strategic investorRegistered location :8001 Zürich

LB Swiss Investment AGDeclared Swiss shareholdings

LB Swiss Investment AG: 20 Swiss companies with a declared holding, including Golay Buchel Holding S.A., Villars Holding S.A., IVF HARTMANN Holding AG. Latest filing: 22.03.2018.

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Estimated value (CHF): …
Swiss companies held: 20
Largest position: 17,53 %; Golay Buchel Holding S.A.
12-month trend: Not determinable; 0 rate rises · 0 rate falls
Latest filing: 22.03.2018; Active since 2005

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Golay Buchel Holding S.A.

17,53 %24.06.2008

Villars Holding S.A.

9,8 %27.09.2012

IVF HARTMANN Holding AG

9,1 %26.09.2012

BFW Liegenschaften AG

MCH Group AG

Groupe Minoteries SA

Cham Group AG

APTG AG

New Venturetec AG in Liquidation

4,2 %31.12.2014

Show 11 more companies

How to read these figures?

Rates come from the 115 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 structure3 controlled by · 25 controls

Controlled by

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

AMG Substanzwerte Schweiz c/o LB Swiss Investment AG15 · 07.10.2008
PEC Global Equity Fund c/o LB Swiss Investment AG1 · 25.08.2006
OZ Siwss Mid+Small Cap c/o LB Swiss Investment AG1 · 23.03.2006

Controls

Group entities linked to this shareholder in joint disclosures.

AMG Substanzwerte Schweiz20 · 19.03.2016
PEC Global Equity Fund10 · 26.03.2015
PEC Global Equity Fund c/o LB Swiss Investment AG8 · 20.10.2011
Tavau Swiss Fund6 · 26.03.2015
AMG Substanzwerte Schweiz c/o LB Swiss Investment AG4 · 21.07.2012
Systematic Equity Switzerland4 · 26.03.2015
Valartis Swiss Small + Mid Cap c/o LB Swiss Investment AG3 · 20.10.2011
NZB Swiss Opp. Fund3 · 25.09.2012
AMG Europa-Infra c/o LB Swiss Investment AG2 · 24.03.2010
AMG Substanzwerte AG Schweiz a/o LB Swiss Investment AG2 · 05.12.2009
AMG Substanzwerte Schweiz AG c/o LB Swiss Investment AG2 · 19.02.2016
AMG Substanzwerte Schweiz und NZB Swiss Opp. Fund2 · 25.11.2009
M&C Aktien Schweiz2 · 26.03.2015
MV Immoxtra Schweiz Fonds, c/o LB Swiss Investment AG2 · 17.11.2009
Swiss Opportunity Fund c/o LB Swiss Investment AG2 · 02.09.2010
Valartis Swiss S+M CAP, c/o LB Swiss Investment AG2 · 21.07.2012
verschiedene kollektive Kapitalanlagen zusammen1 · 16.03.2017
Mehrere Anlagefonds zusammen, aber keiner über 3%1 · 05.02.2015
verschiedene kollektive Kapitalanlagen zusammen 3,007%1 · 27.01.2018
AMG Substanzwerte Schweiz a/o LB Swiss Investment AG1 · 31.07.2009
PEC Global Equity: 2.329%1 · 13.09.2012
AMG Substanzwerte Schweiz a/o LB Swiss Inv1 · 16.05.2009
AMG Substanzwerte Schweiz 9,796%1 · 27.09.2012
RM Strategic Fund1 · 31.12.2014
Swiss Opp. Fund: 0.145%1 · 13.09.2012

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: 88

90 days · Downward crossings

visible history: 1

First disclosure: 08.08.2005Last disclosure: 22.03.2018

Nature of disclosed positions

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

Equity holdings

Rights / derivatives

Sale positions

Declared Swiss portfolio

Sector allocation

Group structure

Controlled by

Controls

Disclosure behaviour

Nature of disclosed positions

Latest shareholding disclosures

Follow LB Swiss Investment AG’s disclosures

Management purchases in this portfolio

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