InsidersTradesSigma
Follow the Helvetia Baloise Holding AG share price and the full insider trade history of the company, a publicly traded company based in Switzerland. Shares are quoted on the CH market, under the oversight of SIX SER. Operating in the Banks sector, Helvetia Baloise Holding AG has recorded 12 reports. Market capitalisation: €26.5bn. The latest transaction was filed on 27 May 2026 (Purchase). Every trade is free.
12
Insider Decl.
n/a
Thresholds
€431,006
2 ops.
Buy Volume
€5m
10 ops.
Sell Volume
24Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 19,234 of 29,064 companies
41.3
score / 100
Value39
Quality44
FCF yld2.7%
Earn yld2.1%
EV/EBITDA23.7x
ROE6.3%
Gross mgn·
Net mgn5.2%
Debt/EBITDA3.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 27 May 2026
Declarations12 total
111 shares@ CHF 207.588.7% of flowSIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q5R000C9
458 shares@ CHF 212.0036.6% of flowSIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q5600010
458 shares@ CHF 212.0016.6% of flowISIN CH0466642201SIX:T1Q5600010
686 shares@ CHF 212.0054.7% of flowSIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q4U00015
686 shares@ CHF 212.0024.8% of flowISIN CH0466642201SIX:T1Q4U00015
●
Anonymous (an executive member of the board of directors / member of senior management)
5,000 shares@ CHF 219.29100.0% of flowSIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q4H00020
5,000 shares@ CHF 219.291441.3% of flowISIN CH0466642201SIX:T1Q4H00020
●
Anonymous (Executive member of the board of directors / member of senior management)
2,013 shares@ CHF 193.0014.8% of flowISIN CH0466642201SIX:T1Q2C00017
●
Anonymous (Executive member of the board of directors / member of senior management)
1,890 shares@ CHF 200.0014.1% of flowISIN CH0466642201SIX:T1Q1F00038
●
Anonymous (Executive member of the board of directors / member of senior management)
1,890 shares@ CHF 209.8014.8% of flowISIN CH0466642201SIX:T1PCN00058
1,700 shares@ CHF 206.0058.7% of flowISIN CH0466642201SIX:T1PCM00076
●
Anonymous (Executive member of the board of directors / member of senior management)
2,000 shares@ CHF 201.179515.0% of flowISIN CH0466642201SIX:T1PCF00096
12 of 12 declarations
关于 Helvetia Baloise Holding AG
Helvetia Baloise Holding AG 是由 Helvetia Holding 和 Baloise Holding 合并而成的新保险集团，合并于 2025 年 12 月 5 日完成。该公司在瑞士证券交易所 (SIX Swiss Exchange) (SMI/SPI) 上市，股票代码为 HBAN，总部位于巴塞尔，圣加仑仍是重要的运营地点。此次交易将两家历史悠久的瑞士保险公司合并，组建了该国最大的综合性保险公司。 Helvetia Baloise 的业务涵盖人寿保险、非人寿保险、养老金、储蓄和投资解决方案、资产管理，以及通过 Baloise Bank 开展的精选银行活动。它服务于广泛的客户群，包括个人、中小企业和国际客户，包括专业保险和再保险客户。该集团的商业模式建立在多渠道分销、密集的代理网络以及在瑞士各语言区的强大本地执行力之上。 从历史角度看，此次合并结合了两个成立于 19 世纪的品牌，使该集团拥有超过 160 年的综合保险专业知识。这种传承在一个信任、资本实力、承保纪律和品牌认知度是关键竞争优势的行业中至关重要。在其国内市场，Helvetia Baloise 现在占据领先地位，拥有超过 2 million 客户，在人寿和非人寿业务领域的市场份额约为 20%。除瑞士外，该公司还在 8 个欧洲市场和全球专业市场开展业务，这提供了有意义的地域多元化。 其主要产品和服务包括财产和意外险、人寿和养老金解决方案、企业保险、资产管理以及为家庭和企业量身定制的金融保护产品。更广泛的平台应能支持交叉销售机会并随着时间的推移提高客户保留率。最近的重要里程碑包括：该集团于 2026 年 2 月公布了新的统一品牌标识，继续整合两家原有业务的运营，并于 2026 年 4 月报告了强劲的 2025 年业绩、更高的股息提案以及 2028 年的宏伟财务目标。管理层还强调了早期协同效应的实现和效率提升，表明整合正按计划进行。 对于国际股票投资者而言，Helvetia Baloise 提供了防御性保险特征、强大的瑞士市场地位以及与合并整合、规模效益和盈利改善相关的可靠价值创造案例。同时，执行风险仍然是一个重要因素，因为该集团必须在保持承保纪律和资本实力的同时，继续协调系统、产品和分销。
