Company / strategic investor

N/ADeclared Swiss shareholdings

N/A: 9 Swiss companies with a declared holding, including Goldbach Group AG, R&S Group Holding AG, Calida Holding AG. Latest filing: 22.02.2023.

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Estimated value (CHF): …
Swiss companies held: 9
Largest position: 16,29 %; Goldbach Group AG
12-month trend: Not determinable; 0 rate rises · 0 rate falls
Latest filing: 22.02.2023; Active since 2015

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Goldbach Group AG

R&S Group Holding AG

Calida Holding AG

Kuros Biosciences AG

EvoNext Holdings SA

Ascom Holding AG

Orell Füssli AG

Zehnder Group AG

Meyer Burger Technology AG

2,78 %23.12.2016

How to read these figures?

Rates come from the 75 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 controlled by · 3 controls

Controlled by

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

Swisscanto Fondsleitung AG6 · 24.06.2022
Pictet Asset Management SA Direction de Fonds3 · 25.03.2021
Fund Partner Solutions Suisse SA2 · 24.09.2022
Pictet Asset Management Europe SA2 · 31.05.2022
Pictet Asset Management SA2 · 25.07.2023
Generation Investment Management LLP2 · 26.08.2017
Maria Luisa Siccardi Tonolli1 · 11.04.2019
Francesco Siccardi1 · 11.04.2019
Alessandro Siccardi1 · 11.04.2019
Alberto Siccardi1 · 11.04.2019
Medacta Group SA1 · 09.04.2019
Harris Associates L.P1 · 27.10.2017
UBP Asset Management Europe SA1 · 17.11.2022

Controls

Group entities linked to this shareholder in joint disclosures.

VERAISON SICAV - Engagement Fund48 · 22.02.2023
Veraison SICAV4 · 29.12.2021
Pegasus Global Opportunity Fund Ltd2 · 14.05.2015

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: 44

90 days · Downward crossings

visible history: 0

First disclosure: 03.04.2015Last disclosure: 22.02.2023

Nature of disclosed positions

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

Equity holdings

Rights / derivatives

Declared Swiss portfolio

Sector allocation

Group structure

Controlled by

Controls

Disclosure behaviour

Nature of disclosed positions

Latest shareholding disclosures

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