Helvetia Baloise Holding Ltd.

ISIN CH0466642201

WKN A2PKFK

Market cap (in EUR)

22,186 m

Country

Switzerland

Sector

Finance

Dividend yield

3.70%

Overview

Description

Helvetia Baloise Holding AG was formed on 5 December 2025 through the merger of Baloise Holding AG and Helvetia Holding AG. At the same time, the operational integration of the business activities of both companies began, which mainly comprise life and non-life insurance in Europe. In addition, the new group offers investment and financing solutions as well as a mix of insurance and banking services. According to pro forma figures, the merged group's insurance business generated revenues of CHF 16.2 billion in 2024. Pre-tax profit amounted to CHF 1.12 billion and net profit for the year to CHF 850.6 million. Equity is reported at CHF 13.3 billion and total assets at CHF 149.0 billion.
Source: AfU Research GmbH

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Finance Insurance Switzerland

Financials

Key metrics

Market capitalisation, EUR	22,186 m
EPS, EUR	-
P/B ratio	1.6
P/E ratio	20.2
Dividend yield	3.70%

Income statement (2025)

Revenue, EUR	11,796 m
Net income, EUR	584 m
Profit margin	4.95%

What ETF is Helvetia Baloise Holding Ltd. in?

There are 35 ETFs which contain Helvetia Baloise Holding Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Helvetia Baloise Holding Ltd. is the iShares STOXX Europe 600 Insurance UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,223
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	10,530
Amundi MSCI World Swap II UCITS ETF Dist	0.02%	Equity World	8,711
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	398
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,758
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	48,874
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.69%	Equity Europe Low Volatility/Risk Weighted	24
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.18%	Equity Europe Social/Environmental	35
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,977
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,084
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	187
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	2,878
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,896
Amundi Core MSCI Europe UCITS ETF Dist	0.14%	Equity Europe	459
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	2,997
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	113
Xtrackers Swiss Large Cap UCITS ETF 1D	1.09%	Equity Switzerland Large Cap	1,669
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	23,361
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	495
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	30,833
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,753
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	600
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	9,697
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	959
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.18%	Equity Europe	3,391
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.44%	Equity Europe Social/Environmental Climate Change	27
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.25%	Equity Europe Insurance	597
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	5,004
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,166
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.14%	Equity Europe	4,826
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	667
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.27%	Equity Europe Momentum	41
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.18%	Equity Europe	1,461
iShares MSCI Europe ex-UK UCITS ETF	0.18%	Equity Europe	1,512
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.18%	Equity World Financials Social/Environmental	123

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