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Helvetia Baloise Holding AG

Helvetia Baloise Holding AG

215.00 CHF+2.40 (+1.13%)
XSWX:HBANMarket Closed
ListedCHF21.3BFinancial ServicesInsurance - Diversified22,896 employees

Company Profile

Legal NameHelvetia Baloise Holding AG
CEODr. Jurg Schiltknecht
HeadquartersAeschengraben 21
Phone41 58 280 89 91
Employees (FTE)22,896
SectorFinancial Services
IndustryInsurance - Diversified

Business Description

Helvetia Baloise Holding AG is a leading multi-line insurance group headquartered in St. Gallen, Switzerland, recognized as the largest insurer in the country and a key player in the European market. Formed through the merger of Helvetia Holding Ltd. and Baloise, it was renamed in April 2022 and offers a comprehensive range of products including life insurance, non-life insurance, pension solutions, specialty insurance, reinsurance, and asset management services. Operating across Switzerland, Germany, Austria, Spain, Italy, France, and other international markets, the company serves retail customers, businesses, and corporates with tailored risk management and financial security options. Notable features include its subsidiary Helvetia Global Solutions, which specializes in non-life insurance for corporate clients in areas like engineering, property, professional indemnity, space, marine, aviation, and art. Employing over 14,600 people, Helvetia Baloise Holding AG maintains strong financial ratings, such as A+ from S&P, and emphasizes sustainable corporate governance. In the financial services sector, it plays a pivotal role in wealth preservation, pension planning, and diversified insurance solutions, contributing to economic stability across Europe.

Profitability & Growth

Profitability

Profit Margin+5.35%
Operating Margin+13.53%
Return on Equity (TTM)+6.31%
Return on Assets (TTM)+0.72%

Recent Year-End

Revenue10.32B
Revenue / Share195.17
Gross Profit2.52B
EBITDA1.31B
Diluted EPS10.33
Earnings Growth YoY+2.70%
Revenue Growth YoY+17.90%

Balance Sheet Snapshot

Total Cash (MRQ)

44.26B

Total Debt (MRQ)

15.09B

Current Ratio (MRQ)

2.98

Book Value / Share

131.27

Stock Statistics

Shares Outstanding99.1M
Float Shares80.9M
Avg Volume (10d)103.1K
Avg Volume (90d)119.4K
% Held by Insiders+22.86%
% Held by Institutions+32.56%

Valuation

Market Cap21.30B
Enterprise Value-7.38B
Trailing P/E20.56
Forward P/E16.41
PEG Ratio16.41
Price / Sales (TTM)2.04
Price / Book (MRQ)1.62
EV / Revenue-0.71
EV / EBITDA-5.64

Price Summary

52-Week Low183.40
52-Week High225.00
50-Day MA208.46
200-Day MA203.72
Beta0.33

Dividends

Forward Div Rate30.80
Forward Div Yield+14.37%
Trailing Div Rate7.70
5Y Avg Div Yield+436.00%
Payout Ratio+64.92%
Ex-Dividend Date2026-05-27