Helvetia Baloise Holding Ltd.

ISIN CH0466642201

WKN A2PKFK

Market cap (in EUR)

22,933 m

Country

Switzerland

Sector

Finance

Dividend yield

3.62%

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	22,933 m
EPS, EUR	-
P/B ratio	1.6
P/E ratio	20.6
Dividend yield	3.62%

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 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)
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,920
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,119
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	1,170
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	247
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	896
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,932
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	44,368
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.69%	Equity Europe Low Volatility/Risk Weighted	25
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	1,923
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,148
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	193
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	2,695
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,665
Amundi Core MSCI Europe UCITS ETF Dist	0.15%	Equity Europe	452
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	2,826
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	108
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	43
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,689
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	500
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,601
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	88
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	233
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,643
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	592
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	8,992
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	882
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.18%	Equity Europe	3,332
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.44%	Equity Europe Social/Environmental Climate Change	26
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.34%	Equity Europe Insurance	567
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	4,886
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,074
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.14%	Equity Europe	4,676
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	591
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.27%	Equity Europe Momentum	40
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.18%	Equity Europe	1,417
Amundi MSCI Europe UCITS ETF	0.15%	Equity Europe	615
iShares MSCI Europe ex-UK UCITS ETF	0.19%	Equity Europe	1,478
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.18%	Equity World Financials Social/Environmental	121
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	117
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100

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