Helvetia Baloise Holding Ltd.

ISIN CH0466642201

WKN A2PKFK

Market cap (in EUR)

20,538 m

Country

Switzerland

Sector

Finance

Dividend yield

3.59%

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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	20,538 m
EPS, EUR	-
P/B ratio	2.8
P/E ratio	18.1
Dividend yield	3.59%

Income statement (2024)

Revenue, EUR	12,133 m
Net income, EUR	499 m
Profit margin	4.12%

What ETF is Helvetia Baloise Holding Ltd. in?

There are 42 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	7,320
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,312
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	936
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	127
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	721
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,285
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	30,606
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.86%	Equity Europe Low Volatility/Risk Weighted	25
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.18%	Equity Europe Social/Environmental	33
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.39%	Equity Europe Fundamental/Quality	29
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,387
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,003
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	1,865
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,027
Amundi Core MSCI Europe UCITS ETF Dist	0.14%	Equity Europe	664
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	2,266
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	36
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,358
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	445
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	22,900
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	69
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	205
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,442
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	485
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	7,516
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	407
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.18%	Equity Europe	3,130
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.43%	Equity Europe Social/Environmental Climate Change	32
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.37%	Equity Europe Insurance	448
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	4,237
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,550
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.14%	Equity Europe	4,299
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	958
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.40%	Equity Europe Momentum	45
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.18%	Equity Europe	1,230
Amundi MSCI Europe UCITS ETF Acc	0.13%	Equity Europe	612
iShares MSCI Europe ex-UK UCITS ETF	0.18%	Equity Europe	1,245
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.06%	Equity World Financials Social/Environmental	340
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	91
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	93

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