Helvetia Baloise Holding Ltd.

ISIN CH0466642201

WKN A2PKFK

Market cap (in EUR)

22,393 m

Country

Switzerland

Sector

Finance

Dividend yield

3.20%

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.
Source: AfU Research GmbH

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Finance Insurance Switzerland

Financials

Key metrics

Market capitalisation, EUR	22,393 m
EPS, EUR	-
P/B ratio	3.2
P/E ratio	20.3
Dividend yield	3.20%

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 192 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 Franklin European Quality Dividend UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	5,507
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	702
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	672
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.07%	Equity Europe	14,158
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	735
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	514
UBS Core MSCI Europe UCITS ETF EUR dis	0.07%	Equity Europe	892
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	24
SPDR MSCI World Financials UCITS ETF	0.06%	Equity World Financials	305
Xtrackers MSCI World ex USA UCITS ETF 1C	0.04%	Equity World	3,911
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.42%	Equity Europe Mid Cap	501
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.07%	Equity Europe	3,463
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,318
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,355
UBS MSCI World ex USA UCITS ETF USD acc	0.04%	Equity World	54
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,833
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
UBS MSCI Switzerland 20/35 UCITS ETF hEUR acc	0.50%	Equity Switzerland	216
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	397
iShares MSCI ACWI UCITS ETF USD (Dist)	0.00%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	63
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.27%	Equity Europe Momentum	799
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.04%	Equity World Social/Environmental Catholic principles	80
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	491
SPDR MSCI World UCITS ETF	0.00%	Equity World	13,946
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.08%	Equity Europe	3,283
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.24%	Equity Europe Equal Weighted	160
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.10%	Equity Europe Social/Environmental Climate Change	118
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.08%	Equity Europe Social/Environmental	386
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	355
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,522
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.12%	Equity Europe Social/Environmental Climate Change	59
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.24%	Equity Europe Equal Weighted	349
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.06%	Equity Europe	15,373
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.27%	Equity Europe Momentum	29
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.07%	Equity Europe Social/Environmental	1,468
Amundi MSCI Europe UCITS ETF Acc	0.07%	Equity Europe	583
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.07%	Equity Europe	11
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	788
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.11%	Equity World Low Volatility/Risk Weighted	657
SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.44%	Equity World Dividend	19
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Xtrackers MSCI World ex USA UCITS ETF 1D	0.04%	Equity World	176
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	66
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.14%	Equity World Momentum Climate Change	3
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.07%	Equity Europe Social/Environmental	78
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.00%	Equity World	250
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	123
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	4,981
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.48%	Equity Europe Low Volatility/Risk Weighted	23
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	957
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.09%	Equity Europe	197
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.48%	Equity Europe Low Volatility/Risk Weighted	774
First Trust Global Equity Income UCITS ETF Dist	0.02%	Equity World Fundamental/Quality	36
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	1,902
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	51
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	683
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	343
iShares MSCI Europe Mid Cap UCITS ETF	0.42%	Equity Europe Mid Cap	26
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,538
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,309
UBS MSCI Switzerland 20/35 UCITS ETF hGBP acc	0.50%	Equity Switzerland	14
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	292
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
UBS MSCI Switzerland 20/35 UCITS ETF hUSD acc	0.50%	Equity Switzerland	81
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.07%	Equity Europe	10,618
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	135
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.19%	Equity Europe Fundamental/Quality	569
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.12%	Equity World Momentum	212
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.08%	Equity Europe Social/Environmental	146
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	6,580
Franklin European Quality Dividend UCITS ETF (Acc)	1.70%	Equity Europe Dividend	17
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.07%	Equity Europe	1,376
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.06%	Equity Europe	44
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	109
HSBC MSCI Europe UCITS ETF EUR	0.07%	Equity Europe	323
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	30
Invesco Europe Enhanced Equity UCITS ETF Acc	0.08%	Equity Europe Multi-Factor Strategy	159
Franklin European Quality Dividend UCITS ETF (Dist)	1.70%	Equity Europe Dividend	342
Amundi Core MSCI Europe UCITS ETF Acc	0.07%	Equity Europe	3,912
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.11%	Equity World Low Volatility/Risk Weighted	73
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.32%	Equity Europe Social/Environmental Climate Change	35
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.11%	Equity World Low Volatility/Risk Weighted	2,237
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,443
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	878
UBS MSCI Switzerland 20/35 UCITS ETF hEUR dis	0.50%	Equity Switzerland	9
First Trust Global Equity Income UCITS ETF Acc	0.02%	Equity World Fundamental/Quality	6
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,540
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	269
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	21
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	27,214
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,460
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,688
SPDR MSCI Europe Financials UCITS ETF	0.30%	Equity Europe Financials	728
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	149
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	0.90%	Equity Europe Dividend	305
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	1,438
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	206
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	61
Invesco FTSE RAFI Europe UCITS ETF Dist	0.06%	Equity Europe Fundamental/Quality	24
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	94
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	3
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,391
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.12%	Equity Europe Social/Environmental Climate Change	2,387
iShares MSCI ACWI UCITS ETF USD (Acc)	0.00%	Equity World	21,758
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.08%	Equity Europe Social/Environmental	4,600
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	64
Xtrackers MSCI World Momentum ESG UCITS ETF	0.11%	Equity World Momentum	209
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.74%	Equity World Dividend	117
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	308
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.10%	Equity Europe Social/Environmental Climate Change	27
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	979
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	17
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.06%	Equity Europe	106
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	977
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.07%	Equity Europe	258
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	116
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	797
UBS ETF (LU) MSCI Switzerland 20/35 UCITS ETF (CHF) A-UKdis	0.50%	Equity Switzerland	51
UBS MSCI Switzerland 20/35 UCITS ETF CHF acc	0.50%	Equity Switzerland	2,272
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	11,849
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,882
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.74%	Equity World Dividend	22
iShares Edge MSCI Europe Size Factor UCITS ETF	0.47%	Equity Europe Mid Cap	31
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.07%	Equity Europe	76
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.10%	Equity Europe Social/Environmental Climate Change	13
iShares MSCI Europe ex-UK UCITS ETF	0.09%	Equity Europe	1,272
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	549
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	86
Xtrackers MSCI Europe UCITS ETF 1D	0.07%	Equity Europe	134
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.07%	Equity World Momentum	3,060
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	671
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.07%	Equity Europe	123
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.05%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	110,085
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.07%	Equity Europe	920
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	1,735
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.08%	Equity Europe Social/Environmental	32
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	460
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.19%	Equity Europe Fundamental/Quality	29
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	72
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi Core MSCI Europe UCITS ETF Dist	0.07%	Equity Europe	514
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,207
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	673
UBS Core MSCI Europe UCITS ETF EUR acc	0.07%	Equity Europe	94
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.05%	Equity Europe Social/Environmental Climate Change	36
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	145
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	21
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.06%	Equity Europe	2,092
UBS MSCI Switzerland 20/35 UCITS ETF CHF dis	0.50%	Equity Switzerland	597
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	18,964
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.08%	Equity Europe Social/Environmental	474
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,211
UBS MSCI Switzerland 20/35 UCITS ETF hGBP dis	0.50%	Equity Switzerland	94
SPDR MSCI All Country World UCITS ETF (Acc)	0.00%	Equity World	7,304
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI Europe UCITS ETF 1C	0.07%	Equity Europe	7,103
Xtrackers MSCI World Momentum UCITS ETF 1C	0.07%	Equity World Momentum	1,601
UBS Core MSCI Europe UCITS ETF hCHF acc	0.07%	Equity Europe	93
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.06%	Equity Europe Social/Environmental	10
Xtrackers MSCI World Financials UCITS ETF 1C	0.07%	Equity World Financials	2,621
SPDR MSCI Europe UCITS ETF	0.07%	Equity Europe	376
UBS MSCI Switzerland 20/35 UCITS ETF hUSD dis	0.50%	Equity Switzerland	11
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	1.04%	Equity Europe Insurance	418
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	4,220
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	13
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.06%	Equity Europe	4,258
Amundi MSCI World Ex USA UCITS ETF Dist	0.04%	Equity World	83
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.31%	Equity Europe Financials	2,056
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	189
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.05%	Equity Europe Social/Environmental	169
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.11%	Equity World Low Volatility/Risk Weighted	17
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	732
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.12%	Equity Europe Social/Environmental Climate Change	19
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.08%	Equity Europe	1,095
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Low Volatility/Risk Weighted	175
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.04%	Equity World	1,762
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	88

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