HELN - Helvetia Baloise Holding Ltd Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (SWX)

Helvetia Baloise Holding Ltd
CH ˙ SWX ˙ CH0466642201
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
200,40 CHF ↓ -1,20 (-0,60%)
2025-12-05
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 67 total, 67 long only, 0 short only, 0 long/short - change of -64,74% MRQ
Gennemsnitlig porteføljeallokering 0.1060 % - change of -14,35% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 2.689.740 - 5,08% (ex 13D/G) - change of -1,10MM shares -28,95% MRQ
Institutionel værdi (lang) $ 647.161 USD ($1000)
Institutionelt ejerskab og aktionærer

Helvetia Baloise Holding Ltd (CH:HELN) har 67 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,689,740 aktier. Største aktionærer omfatter VGTSX - Vanguard Total International Stock Index Fund Investor Shares, DISVX - Dfa International Small Cap Value Portfolio - Institutional Class, IEFA - iShares Core MSCI EAFE ETF, DFIEX - International Core Equity Portfolio - Institutional Class, Dfa Investment Trust Co - The Continental Small Company Series, EFA - iShares MSCI EAFE ETF, EFV - iShares MSCI EAFE Value ETF, VEURX - Vanguard European Stock Index Fund Investor Shares, VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares, and EFAV - iShares Edge MSCI Min Vol EAFE ETF .

Helvetia Baloise Holding Ltd (SWX:HELN) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of December 5, 2025 is 200,40 / share. Previously, on March 10, 2025, the share price was 174,20 / share. This represents an increase of 15,04% over that period.

CH:HELN / Helvetia Baloise Holding Ltd Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2025-09-17 NP GIIAX - Nationwide International Index Fund Class A 1.503 -10,22 361 -1,91
2025-09-25 NP DFIS - Dimensional International Small Cap ETF 38.180 111,95 9.229 132,23
2025-09-24 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.981 0,00 2.160 8,99
2025-09-25 NP ESGG - FlexShares STOXX Global ESG Impact Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76 18
2025-09-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.406 5,31 4.207 15,87
2025-09-24 NP IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 238.413 3,12 57.334 12,41
2025-09-24 NP EAISX - Parametric International Equity Fund Investor Class 517 -63,59 124 -60,38
2025-09-24 NP IMTM - iShares Edge MSCI Intl Momentum Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.864 73,79 4.296 89,46
2025-09-26 NP FHLFX - Fidelity Series International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.277 2,16 309 12,41
2025-09-26 NP FSGEX - Fidelity Series Global ex U.S. Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67.678 -0,76 16.356 9,19
2025-09-26 NP DIISX - BNY Mellon International Stock Index Fund Investor Shares 616 -6,10 149 2,78
2025-09-29 NP PXF - Invesco FTSE RAFI Developed Markets ex-U.S. ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.686 -12,16 646 -4,58
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19.614 0,00 4.717 9,02
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.885 3,75 5.503 13,11
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va International Small Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.416 21,05 1.062 31,97
2025-09-26 NP RTNAX - Tax-Managed International Equity Fund Class A 5.359 0,00 1.286 9,35
2025-09-25 NP GAOAX - JPMorgan Global Allocation Fund Class A 330 1,23 79 11,27
2025-09-26 NP FIONX - Fidelity SAI International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.687 -1,79 3.549 8,07
2025-09-24 NP EUFN - iShares MSCI Europe Financials ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52.677 19,84 12.668 30,64
2025-09-26 NP BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 116 61,11 28 80,00
2025-09-25 NP PIEQX - T. Rowe Price International Equity Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.325 16,46 800 27,03
2025-09-25 NP VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27.774 11,84 6.679 21,92
2025-09-24 NP EFA - iShares MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 125.465 0,00 30.172 9,01
2025-09-24 NP IQLT - iShares Edge MSCI Intl Quality Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54.334 17,00 13.066 27,55
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 636 153
2025-09-25 NP DFALX - Large Cap International Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.853 0,00 927 9,07
2025-09-25 NP HFXI - IQ 50 Percent Hedged FTSE International ETF 2.368 -1,78 572 7,72
2025-09-24 NP ACWX - iShares MSCI ACWI ex U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.996 0,00 1.923 9,02
2025-09-25 NP DFIC - Dimensional International Core Equity 2 ETF 38.725 1,53 9.361 11,24
2025-09-24 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30.022 -0,11 7.220 8,88
2025-09-25 NP WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 2.246 -2,60 540 6,30
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va International Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.451 235,88 349 266,32
2025-09-25 NP DXIV - Dimensional International Vector Equity ETF 235 235,71 57 273,33
2025-09-25 NP DFSI - Dimensional International Sustainability Core 1 ETF 2.542 7,03 614 17,40
2025-09-25 NP VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 84.450 6,84 20.309 16,47
2025-09-24 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52.068 13,11 12.521 23,30
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.537 0,00 3.496 9,01
2025-09-25 NP PQDMX - PGIM QMA International Developed Markets Index Fund Class R6 74 0,00 18 6,25
2025-09-26 NP FSGGX - Fidelity Global ex U.S. Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.180 7,83 3.910 18,63
2025-09-26 NP DAACX - Diversified Equity Fund 48 -9,43 12 22,22
2025-09-25 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 205.277 0,00 49.365 9,01
2025-09-25 NP Dfa Investment Trust Co - The Dfa International Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.236 267,25 3.904 300,41
2025-09-24 NP TOK - iShares MSCI Kokusai ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 115 0,00 28 8,00
2025-09-25 NP DFIV - Dimensional International Value ETF 21.495 229,22 5.196 260,83
2025-09-24 NP EFV - iShares MSCI EAFE Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 104.513 24,70 25.133 35,94
2025-09-26 NP TCIEX - TIAA-CREF International Equity Index Fund Institutional Class 60.379 0,00 14.520 9,02
2025-09-24 NP HDMV - First Trust Horizon Managed Volatility Developed International ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0 -100,00
2025-09-25 NP VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75.460 4,08 18.147 13,46
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.494 0,00 2.524 9,03
2025-09-24 NP IEUR - iShares Core MSCI Europe ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.760 10,78 4.511 20,78
2025-09-24 NP EFAV - iShares Edge MSCI Min Vol EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69.054 -3,78 16.606 4,90
2025-09-25 NP Dfa Investment Trust Co - The Continental Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 168.507 -8,70 40.523 -0,47
2025-09-25 NP DISVX - Dfa International Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 307.135 0,00 73.860 9,01
2025-09-26 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 254 12,89 61 24,49
2025-09-24 NP ISCF - iShares Edge MSCI Multifactor Intl Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.930 14,13 1.667 24,42
2025-09-24 NP SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.971 -10,24 955 -2,15
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.919 0,00 2.385 9,00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25.170 0,00 6.053 9,01
2025-09-25 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 27.669 16,21 6.689 27,32
2025-09-24 NP SWISX - Schwab International Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.772 -1,01 5.476 7,92
2025-09-26 NP RTIYX - Multifactor International Equity Fund Class Y 312 -24,27 75 -17,78
2025-09-25 NP DISV - Dimensional International Small Cap Value ETF 23.347 -53,88 5.644 -49,47
2025-09-25 NP TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 576 -14,03 139 -5,44
2025-09-25 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 500.567 2,11 120.377 11,31
2025-09-24 NP PINZX - Overseas Fund (f/k/a International Value Fund I) Institutional Class 263 -39,54 63 -33,68
2025-09-25 NP DFAI - Dimensional International Core Equity Market ETF 23.397 17,43 5.656 28,67
2025-09-25 NP DADIX - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 1.619 389
2025-09-26 NP SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 1.939 3,30 469 13,59
Other Listings
CH:HBAN 191,20 CHF
GB:0ACB 188,38 CHF
IT:1HELN 218,00 €
DE:HVXA 206,40 €
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