Holding / family officeRegistered location :4056 BaselGroup :Novartis AG

Novartis Holding AGDeclared Swiss shareholdings

Novartis Holding AG: 2 Swiss companies with a declared holding, including Roche Holding AG, Victoria-Jungfrau Collection AG. Latest filing: 07.02.2008.

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Estimated value (CHF)
…
Swiss companies held
2
Largest position
33,33 %
Roche Holding AG
12-month trend
Not determinable
0 rate rises · 0 rate falls
Latest filing
07.02.2008
Active since 2001

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held
How to read these figures?

Rates come from the 40 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 structure1 controlled by

Controlled by

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

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: 3

90 days · Downward crossings

0

visible history: 0

First disclosure: 11.06.2001Last disclosure: 07.02.2008

Nature of disclosed positions

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

Equity holdings
3

Latest shareholding disclosures

Show 37 older disclosures
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

10.001%Voting rights acquired19.02.2024
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

9.979%Voting rights acquired15.02.2024
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

10%Voting rights acquired07.02.2024
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

9.978%Voting rights acquired02.02.2024
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

10.004%Voting rights acquired01.12.2023
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

7.573%Voting rights acquired21.03.2023
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

11.733%Voting rights acquired06.01.2023
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

11.733%Voting rights acquired06.01.2023
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.002%Voting rights acquired01.07.2022
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

4.403%Voting rights acquired19.05.2022
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.02%Voting rights acquired06.04.2022
Below thresholdShareholdings

Roche Holding AG

Novartis Holding AG · Single shareholder

3%Below threshold06.11.2021
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

3.906%Voting rights acquired17.07.2021
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.012%Voting rights acquired17.06.2021
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.012%Voting rights acquired16.06.2021
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

3.048%Voting rights acquired15.05.2020
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.008%Voting rights acquired18.07.2019
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

3.841%Voting rights acquired19.05.2018
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.943%Voting rights acquired07.09.2017
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.848%Voting rights acquired25.08.2017
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.036%Voting rights acquired06.04.2017
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

5.017%Voting rights acquired05.04.2017
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Single shareholder

4.3%Voting rights acquired12.05.2016
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

5.915%Voting rights acquired28.11.2015
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

5.048%Voting rights acquired14.08.2015
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

5.003%Voting rights acquired12.08.2015
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

4.698%Voting rights acquired20.05.2015
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

5.11%Voting rights acquired24.07.2014
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

5.002%Voting rights acquired07.05.2014
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

4.812%Voting rights acquired04.03.2014
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

5.026%Voting rights acquired07.02.2014
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

4.98%Voting rights acquired28.01.2014
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

5.011%Voting rights acquired28.01.2014
PurchaseShareholdings

Novartis AG

Novartis Holding AG · Group of shareholders

5.02%Voting rights acquired31.08.2011
PurchaseShareholdings

Victoria-Jungfrau Collection AG

Novartis Holding AG · Group of shareholders

4.32%Voting rights acquired07.02.2008
PurchaseShareholdings

Roche Holding AG

Novartis Holding AG · Group of shareholders

33.33%Voting rights acquired14.12.2007
PurchaseShareholdings

Roche Holding AG

Novartis Holding AG · Group of shareholders

20%Voting rights acquired11.06.2001

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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 Novartis Holding AG’s disclosed portfolio?

    Roche Holding AG, Victoria-Jungfrau Collection AG.

    What is Novartis Holding AG’s latest disclosure?

    The latest available disclosure was published on 31.01.2025 and concerns Novartis AG. Threshold disclosures do not describe every purchase or sale.

    Explore further

    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.