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MFS Investment ManagementDeclared Swiss shareholdings

MFS Investment Management: 9 Swiss companies with a declared holding, including Julius Bär Gruppe AG, Givaudan SA, UBS Group AG. Latest filing: 28.09.2017.

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Estimated value (CHF)
…
Swiss companies held
9
Largest position
9,98 %
Julius Bär Gruppe AG
12-month trend
Not determinable
0 rate rises · 0 rate falls
Latest filing
28.09.2017
Active since 2009

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Julius Bär Gruppe AG

9,98 %04.01.2014

Givaudan SA

5,04 %30.05.2017

UBS Group AG

3,05 %12.02.2016

TEMENOS AG

2,99 %14.12.2016

Swiss Re AG

2,99 %03.12.2013

SGS SA

2,97 %14.02.2017

Geberit AG

2,96 %20.02.2015

Adecco Group AG

2,85 %02.02.2017

GAM Holding AG

2,45 %08.10.2009
How to read these figures?

Rates come from the 70 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 structure25 controls

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: 63

90 days · Downward crossings

0

visible history: 1

First disclosure: 29.01.2009Last disclosure: 28.09.2017

Nature of disclosed positions

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

Equity holdings
63
Rights / derivatives
6

Latest shareholding disclosures

Below thresholdShareholdings

Sonova Holding AG

MFS Investment Management · Single shareholder

3%Below threshold28.09.2017
Below thresholdShareholdings

Sonova Holding AG

MFS Investment Management · Single shareholder

3%Below threshold28.09.2017
PurchaseShareholdings

Givaudan SA

MFS Investment Management · Single shareholder

5.04%Voting rights acquired30.05.2017
Show 37 older disclosures
PurchaseShareholdings

Givaudan SA

MFS Investment Management · Single shareholder

5.04%Voting rights acquired30.05.2017
PurchaseShareholdings

Givaudan SA

MFS Investment Management · Single shareholder

5.04%Voting rights acquired30.05.2017
PurchaseShareholdings

SGS SA

MFS Investment Management · Single shareholder

2.97%Voting rights acquired14.02.2017
PurchaseShareholdings

SGS SA

MFS Investment Management · Single shareholder

2.97%Voting rights acquired14.02.2017
PurchaseShareholdings

SGS SA

MFS Investment Management · Single shareholder

2.97%Voting rights acquired14.02.2017
PurchaseShareholdings

Adecco Group AG

MFS Investment Management · Group of shareholders

2.85%Voting rights acquired02.02.2017
PurchaseShareholdings

Adecco Group AG

MFS Investment Management · Group of shareholders

2.85%Voting rights acquired02.02.2017
PurchaseShareholdings

Adecco Group AG

MFS Investment Management · Group of shareholders

2.85%Voting rights acquired02.02.2017
PurchaseShareholdings

Sonova Holding AG

MFS Investment Management · Single shareholder

4.97%Voting rights acquired24.12.2016
PurchaseShareholdings

Sonova Holding AG

MFS Investment Management · Single shareholder

4.97%Voting rights acquired24.12.2016
PurchaseShareholdings

TEMENOS AG

MFS Investment Management · Group of shareholders

2.99%Voting rights acquired14.12.2016
PurchaseShareholdings

TEMENOS AG

MFS Investment Management · Group of shareholders

2.99%Voting rights acquired14.12.2016
PurchaseShareholdings

TEMENOS AG

MFS Investment Management · Group of shareholders

2.99%Voting rights acquired14.12.2016
PurchaseShareholdings

UBS Group AG

MFS Investment Management · Single shareholder

3.05%Voting rights acquired12.02.2016
PurchaseShareholdings

UBS Group AG

MFS Investment Management · Single shareholder

3.05%Voting rights acquired12.02.2016
PurchaseShareholdings

UBS Group AG

MFS Investment Management · Single shareholder

3.05%Voting rights acquired12.02.2016
PurchaseShareholdings

SGS SA

MFS Investment Management · Group of shareholders

3.01%Voting rights acquired12.12.2015
PurchaseShareholdings

SGS SA

MFS Investment Management · Group of shareholders

3.01%Voting rights acquired12.12.2015
PurchaseShareholdings

SGS SA

MFS Investment Management · Group of shareholders

3.01%Voting rights acquired12.12.2015
PurchaseShareholdings

TEMENOS AG

MFS Investment Management · Group of shareholders

3.06%Voting rights acquired08.08.2015
PurchaseShareholdings

Geberit AG

MFS Investment Management · Group of shareholders

2.96%Voting rights acquired20.02.2015
PurchaseShareholdings

Geberit AG

MFS Investment Management · Group of shareholders

2.96%Voting rights acquired20.02.2015
PurchaseShareholdings

Givaudan SA

MFS Investment Management · Group of shareholders

3.005%Voting rights acquired04.02.2015
Below thresholdShareholdings

Givaudan SA

MFS Investment Management · Group of shareholders

3%Below threshold24.01.2015
PurchaseShareholdings

Sonova Holding AG

MFS Investment Management · Single shareholder

9.94%Voting rights acquired29.11.2014
PurchaseShareholdings

Sonova Holding AG

MFS Investment Management · Single shareholder

9.94%Voting rights acquired29.11.2014
PurchaseShareholdings

Adecco Group AG

MFS Investment Management · Group of shareholders

3.15%Voting rights acquired01.10.2014
PurchaseShareholdings

Givaudan SA

MFS Investment Management · Group of shareholders

3.01%Voting rights acquired15.07.2014
Below thresholdShareholdings

Kühne + Nagel International AG

MFS Investment Management · Single shareholder

3%Below threshold21.01.2014
PurchaseShareholdings

Adecco Group AG

MFS Investment Management · Group of shareholders

2.998%Voting rights acquired18.01.2014
PurchaseShareholdings

Julius Bär Gruppe AG

MFS Investment Management · Group of shareholders

9.983%Voting rights acquired04.01.2014
PurchaseShareholdings

Julius Bär Gruppe AG

MFS Investment Management · Group of shareholders

9.983%Voting rights acquired04.01.2014
PurchaseShareholdings

Julius Bär Gruppe AG

MFS Investment Management · Group of shareholders

9.983%Voting rights acquired04.01.2014
PurchaseShareholdings

Julius Bär Gruppe AG

MFS Investment Management · Group of shareholders

10.035%Voting rights acquired20.12.2013
PurchaseShareholdings

Julius Bär Gruppe AG

MFS Investment Management · Group of shareholders

10.035%Voting rights acquired20.12.2013
PurchaseShareholdings

Julius Bär Gruppe AG

MFS Investment Management · Group of shareholders

10.035%Voting rights acquired20.12.2013
PurchaseShareholdings

Julius Bär Gruppe AG

MFS Investment Management · Group of shareholders

10.003%Voting rights acquired18.12.2013

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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 MFS Investment Management’s disclosed portfolio?

    Julius Bär Gruppe AG, Givaudan SA, UBS Group AG, TEMENOS AG, Swiss Re AG, SGS SA, Geberit AG, Adecco Group AG, GAM Holding AG.

    What is MFS Investment Management’s latest disclosure?

    The latest available disclosure was published on 28.09.2017 and concerns Sonova Holding AG. Threshold disclosures do not describe every purchase or sale.

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    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.