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US English
142.5
0.07%
Market Trading Hours* (UTC) Opens on Tuesday at 08:00

Mon - Fri: 08:00 - 16:20

  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
  • Cash Flow
  • Ownership
Trading сonditions
Spread 0.8
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.015664 %
Charges from full value of position ($-2.98)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.015664%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.006558 %
Charges from full value of position ($-1.25)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.006558%
Overnight fee time 22:00 (UTC)
Min traded quantity 1
Currency CHF
Margin 5%
Stock exchange Switzerland
Commission on trade 0%

*Information provided by Capital.com

Baloise Holding AG ESG Risk Ratings

High Medium Low Negligible

‘C’ score indicates satisfactory relative ESG performance and moderate degree of transparency in reporting material ESG data publicly.

More ESG coverage

Key Stats
Prev. Close* 142.6
Open* 142.1
1-Year Change* -8.97%
Day's Range* 142 - 142.7
52 wk Range 126.00-158.90
Average Volume (10 days) 96.08K
Average Volume (3 months) 1.80M
Market Cap 6.16B
P/E Ratio 13.03
Shares Outstanding 45.28M
Revenue 6.83B
EPS 10.31
Dividend (Yield %) 5.50595
Beta 1.12
Next Earnings Date Mar 26, 2024

All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

  • Last Week
  • Last Month
  • Last Year
  • Last two Years
  • Max
  • Daily
  • Weekly
  • Monthly
Date Close Change Change (%) Open High Low
Mar 1, 2024 142.6 1.3 0.92% 141.3 143.1 140.5
Feb 29, 2024 142.6 1.5 1.06% 141.1 143.2 141.1
Feb 28, 2024 141.5 -0.4 -0.28% 141.9 142.8 139.7
Feb 27, 2024 141.7 1.0 0.71% 140.7 142.2 140.7
Feb 26, 2024 142.3 0.4 0.28% 141.9 142.8 141.1
Feb 23, 2024 142.9 2.9 2.07% 140.0 143.3 140.0
Feb 22, 2024 140.9 -1.8 -1.26% 142.7 143.3 140.5
Feb 21, 2024 142.5 -0.9 -0.63% 143.4 144.1 142.3
Feb 20, 2024 143.7 1.6 1.13% 142.1 144.2 141.1
Feb 19, 2024 143.1 0.4 0.28% 142.7 143.4 140.7
Feb 16, 2024 142.1 -0.6 -0.42% 142.7 144.1 141.8
Feb 15, 2024 142.6 1.3 0.92% 141.3 143.2 140.7
Feb 14, 2024 141.7 1.4 1.00% 140.3 141.8 140.3
Feb 13, 2024 140.9 0.9 0.64% 140.0 141.7 140.0
Feb 12, 2024 140.5 2.2 1.59% 138.3 140.6 137.3
Feb 9, 2024 137.8 0.1 0.07% 137.7 138.1 136.7
Feb 8, 2024 135.8 -3.0 -2.16% 138.8 139.5 135.8
Feb 7, 2024 138.5 0.8 0.58% 137.7 139.6 137.7
Feb 6, 2024 139.1 -0.4 -0.29% 139.5 140.3 138.5
Feb 5, 2024 139.5 1.1 0.79% 138.4 139.5 138.4

Baloise Holding AG Events

Time (UTC) Country Event
Tuesday, March 26, 2024

Time (UTC)

06:00

Country

CH

Event

Full Year 2023 Baloise Holding AG Earnings Release
Full Year 2023 Baloise Holding AG Earnings Release

Forecast

-

Previous

-

Time (UTC)

10:59

Country

CH

Event

Full Year 2023 Baloise Holding AG Earnings Call
Full Year 2023 Baloise Holding AG Earnings Call

Forecast

-

Previous

-
Friday, April 26, 2024

Time (UTC)

10:59

Country

CH

Event

Baloise Holding AG Annual Shareholders Meeting
Baloise Holding AG Annual Shareholders Meeting

Forecast

-

Previous

-
View all events
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Total revenue 7657.5 9020.6 8251.6 9317.4 7529.9
Other Revenue, Total 1553.7 -1216.2 -284.5 -1394.4 802.1
Total Operating Expense 6952.2 8298.1 7648.7 8593.5 6792.4
Selling/General/Admin. Expenses, Total 867 856.7 831.6 816 810.8
Depreciation / Amortization 91.9 102 98.2 90.8 67.2
Interest Expense (Income) - Net Operating 15.2 20.1 23.7 25.7 27.5
Unusual Expense (Income) 6 -0.5 -1.4 -31.5 -1.3
Other Operating Expenses, Total 205.7 195.7 202.2 207.8 -56.3
Operating Income 705.3 722.5 602.9 723.9 737.5
Interest Income (Expense), Net Non-Operating -22.4 -24.7 -34.3 -37.7 -39.9
Net Income Before Taxes 682.9 697.9 568.6 686.2 697.6
Net Income After Taxes 544.5 583.3 428.3 689.5 522.9
Minority Interest 3.5 5.1 6.1 4.7 0.3
Net Income Before Extra. Items 548 588.4 434.4 694.2 523.2
Net Income 548 588.4 434.4 694.2 523.2
Income Available to Common Excl. Extra. Items 548 588.4 434.3 694.2 523.2
Income Available to Common Incl. Extra. Items 548 588.4 434.3 694.2 523.2
Dilution Adjustment
Diluted Net Income 548 588.4 434.3 694.2 523.2
Diluted Weighted Average Shares 45.1968 45.1009 45.1137 46.2966 47.041
Diluted EPS Excluding Extraordinary Items 12.1248 13.0463 9.62679 14.9946 11.1222
Dividends per Share - Common Stock Primary Issue 7.4 7 6.4 6.4 6
Diluted Normalized EPS 12.2306 13.0371 9.60342 14.5524 11.1015
Total Premiums Earned 6921.7 7220.2 6885.2 7455.8 6658.5
Net Investment Income 1171.4 1172.4 1249.8 1279.3 1120.7
Realized Gains (Losses) -1989.3 1844.2 401.1 1976.7 -1051.4
Losses, Benefits, and Adjustments, Total 5169.8 6468.5 5913.1 6930.1 5408.7
Amort. Of Policy Acquisition Costs 596.6 655.6 581.3 554.6 535.8
Total Adjustments to Net Income -0.1
Other, Net 0.1
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Total revenue 2871.3 3522.7 2874.8 3935.6 5065.2
Other Revenue, Total -1356.4 -14.7 5290.2 -273.4 -942.8
Total Operating Expense 2604.1 3171.2 2577.4 3578.6 4699.7
Selling/General/Admin. Expenses, Total 432.1 435 421.7
Interest Expense (Income) - Net Operating 27.3 4.3 5.4 1.8 6.5
Other Operating Expenses, Total 335.1 159.9 306.2 141.8 147.4
Operating Income 267.2 351.5 297.4 357 365.5
Interest Income (Expense), Net Non-Operating -14.5 -11.6 -10.8 -10.6 -14.1
Other, Net -0.1 0.1
Net Income Before Taxes 252.7 339.8 286.6 346.5 351.4
Net Income After Taxes 203.6 258.9 213.7 283 300.3
Minority Interest 2.1 2 0.9 3 2.1
Net Income Before Extra. Items 205.7 260.9 214.6 286 302.4
Net Income 205.7 260.9 214.6 286 302.4
Total Adjustments to Net Income 0.2 0.1 -0.1
Income Available to Common Excl. Extra. Items 205.7 260.9 214.8 286.1 302.3
Income Available to Common Incl. Extra. Items 205.7 260.9 214.8 286.1 302.3
Diluted Net Income 205.7 260.9 214.8 286.1 302.3
Diluted Weighted Average Shares 45.2903 45.2166 45.2145 45.1294 45.0723
Diluted EPS Excluding Extraordinary Items 4.54181 5.77 4.75069 6.33955 6.707
Dividends per Share - Common Stock Primary Issue 0 7.4 0 7 0
Diluted Normalized EPS 4.56138 5.77 4.8249 6.33955 6.707
Total Premiums Earned 2750.9 2969.7 2750.3 3085.4 4134.8
Net Investment Income 626.5 576 591.3 567.2 597.2
Realized Gains (Losses) 850.3 -8.3 -5757 556.4 1276
Losses, Benefits, and Adjustments, Total 2240.6 2276.4 2261.3 2670.4 3798.1
Amort. Of Policy Acquisition Costs 298.5 329.6 326
Unusual Expense (Income) 1.1 4.5
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Cash & Equivalents 3370.8 4073.5 4004 3988 4036.1
Total Assets 77994.6 89979 88364.5 87017.8 80854.8
Property/Plant/Equipment, Total - Net 594.6 419.5 466.2 362.8 318.3
Property/Plant/Equipment, Total - Gross 926.3 962.9 839.6 801.6
Accumulated Depreciation, Total -506.9 -496.6 -476.8 -483.3
Goodwill, Net 99.9 103.1 80.6 78.9
Intangibles, Net 237.4 1080.5 1052.3 954.1 962.3
Long Term Investments 71089.9 81013 79307.2 78302.4 72434.5
Note Receivable - Long Term 665.9 338 342.7 354.4 386.8
Other Long Term Assets, Total 489 79.6 95.6 103.7 80.8
Other Assets, Total 1547 2425 2477.8 2372.9 2123.8
Notes Payable/Short Term Debt 0 0 0 0 0
Other Current Liabilities, Total 29.9 747.3 611.6 743.7 743.3
Total Liabilities 74589.4 82693.9 81380.8 80303.8 74884.2
Total Long Term Debt 2609.4 2425.7 2363.3 2368 1744.5
Long Term Debt 2609.4 2399.2 2324.4 2325 1744.5
Deferred Income Tax 380.6 1002 1000.4 938.5 907.8
Minority Interest 12.2 14.8 2 1.6 37.6
Other Liabilities, Total 21736.5 1190.2 1655.1 1570.8 1506.9
Total Equity 3405.2 7285.1 6983.7 6714 5970.6
Common Stock 4.6 4.6 4.9 4.9 4.9
Retained Earnings (Accumulated Deficit) 3472.2 7186.5 7353.2 7194.1 6772.8
Treasury Stock - Common -71.6 -84.9 -578 -481.8 -291.8
Unrealized Gain (Loss) 178.9 203.7 -3.2 -515.4
Total Liabilities & Shareholders’ Equity 77994.6 89979 88364.5 87017.8 80854.8
Total Common Shares Outstanding 45.2544 45.1513 45.0495 45.5614 46.5819
Other Equity, Total -0.1 0.1
Capital Lease Obligations 26.5 38.9 43
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Cash & Equivalents 3491.8 3370.8 4086.6 4073.5 4430.7
Total Assets 78361.9 77994.6 83730.8 89979 91732
Property/Plant/Equipment, Total - Net 647.4 594.6 400.7 419.5 446.7
Intangibles, Net 233.3 237.4 1346.6 1180.4 1230.9
Long Term Investments 71358 71089.9 74153.3 81013 82066.1
Note Receivable - Long Term 768 665.9 349.7 338 540
Other Long Term Assets, Total 364.7 489 468.2 79.6 269.5
Other Assets, Total 1498.7 1547 2350.9 2425 2141.8
Notes Payable/Short Term Debt 0 0 0 0 0
Other Current Liabilities, Total 29.6 29.9 903.9 747.3 703.3
Total Liabilities 75092.4 74589.4 78724.6 82693.9 84648.9
Total Long Term Debt 2394.4 2609.4 2622.9 2425.7 2482.1
Long Term Debt 2394.4 2609.4 2622.9 2425.7 2482.1
Capital Lease Obligations
Deferred Income Tax 399.4 380.6 640.8 1002 974.2
Minority Interest 10.8 12.2 14.8 14.8 17.7
Other Liabilities, Total 22269 21736.5 1232.9 1190.2 1601.5
Total Equity 3269.5 3405.2 5006.2 7285.1 7083.1
Common Stock 4.6 4.6 4.6 4.6 4.9
Retained Earnings (Accumulated Deficit) 3332.4 3472.2 7162.3 7186.5 7384.1
Treasury Stock - Common -67.5 -71.6 -82 -84.9 -580.9
Unrealized Gain (Loss) -2078.6 178.9 275.1
Total Liabilities & Shareholders’ Equity 78361.9 77994.6 83730.8 89979 91732
Total Common Shares Outstanding 45.2806 45.2544 45.1723 45.1513 45.0333
Other Equity, Total -0.1 -0.1
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Net income/Starting Line 682.9 697.9 568.6 686.2 697.6
Cash From Operating Activities -388 477 80.8 444.8 1132.6
Cash From Operating Activities 41.5 46 46.9 47.1 32.2
Amortization 56.7 56 50.2 43.7 34.8
Non-Cash Items -49 137.4 -245.3 -38.1 -344.9
Cash Taxes Paid 74.7 95.7 106.9 121 136.5
Cash Interest Paid 14.8 23.5 21.9 23.8 27.5
Changes in Working Capital -1120.1 -460.3 -339.6 -294.1 712.9
Cash From Investing Activities -74.3 -94.3 382.9 -472.6 -142.4
Capital Expenditures -45.9 -49.4 -71.3 -82 -83.4
Other Investing Cash Flow Items, Total -28.4 -44.9 454.2 -390.6 -59
Cash From Financing Activities -155.8 -238.9 -431.5 52.9 -441.7
Financing Cash Flow Items -21.1 -25.8 -37.1 -38.7 -44.2
Total Cash Dividends Paid -316.5 -288.4 -287.4 -278.6 -264
Issuance (Retirement) of Stock, Net 9.2 13.6 -89.8 -192.6 -133.5
Issuance (Retirement) of Debt, Net 172.6 61.7 -17.2 562.8 0
Foreign Exchange Effects -85.2 -74.3 -16.3 -73.2 -63.9
Net Change in Cash -703.3 69.5 15.9 -48.1 484.6
Dec 2022 Jun 2022 Dec 2021 Jun 2021 Dec 2020
Net income/Starting Line 682.9 343.1 697.9 351.4 568.6
Cash From Operating Activities -388 258.1 477 625.2 80.8
Cash From Operating Activities 98.2 43.9 102 48.5 97.1
Non-Cash Items -49 26 137.4 2.5 -245.3
Cash Taxes Paid 74.7 46.6 95.7 53.9 106.9
Cash Interest Paid 14.8 8.8 23.5 10.1 21.9
Changes in Working Capital -1120.1 -154.9 -460.3 222.8 -339.6
Cash From Investing Activities -74.3 -45.7 -94.3 -38.3 382.9
Capital Expenditures -45.9 -16.8 -49.4 -21 -71.3
Other Investing Cash Flow Items, Total -28.4 -28.9 -44.9 -17.3 454.2
Cash From Financing Activities -155.8 -136.6 -238.9 -186.7 -431.5
Financing Cash Flow Items -21.1 -11.4 -25.8 -11.2 -37.1
Total Cash Dividends Paid -316.5 -316.5 -288.4 -288.4 -287.4
Issuance (Retirement) of Stock, Net 9.2 -2.5 13.6 -5.3 -89.8
Issuance (Retirement) of Debt, Net 172.6 193.8 61.7 118.2 -17.2
Foreign Exchange Effects -85.2 -62.7 -74.3 26.4 -16.3
Net Change in Cash -703.3 13.1 69.5 426.6 15.9
Investor Name Investor Type Percent Outstanding Shares Held Shares change Holdings Date Turnover Rating
BlackRock Institutional Trust Company, N.A. Investment Advisor 7.4616 3417418 0 2022-12-31 LOW
LSV Asset Management Investment Advisor 4.0667 1862547 0 2022-12-31 LOW
UBS Asset Management (Switzerland) Investment Advisor 3.3056 1513979 -96421 2022-12-31 LOW
Credit Suisse Funds AG Investment Advisor/Hedge Fund 3.1975 1464438 0 2022-12-31 LOW
Norges Bank Investment Management (NBIM) Sovereign Wealth Fund 3.0728 1407363 -8375 2023-03-13 LOW
The Vanguard Group, Inc. Investment Advisor/Hedge Fund 2.9159 1335483 4937 2023-09-30 LOW
Dimensional Fund Advisors, L.P. Investment Advisor/Hedge Fund 2.542 1164249 2311 2023-09-30 LOW
Zürcher Kantonalbank (Asset Management) Bank and Trust 1.9528 894400 3313 2023-09-30 LOW
BlackRock Advisors (UK) Limited Investment Advisor/Hedge Fund 1.2002 549696 5283 2023-09-30 LOW
Bank Vontobel AG (Private Banking) Bank and Trust 1.1205 513200 -1000 2023-07-31 LOW
BlackRock Investment Management (UK) Ltd. Investment Advisor/Hedge Fund 0.7889 361300 0 2023-08-31 LOW
zCapital AG Investment Advisor 0.7061 323400 -15400 2023-08-31 LOW
UBS Asset Management Switzerland AG Investment Advisor 0.6558 300368 5466 2023-06-30 LOW
Pictet Asset Management Ltd. Investment Advisor/Hedge Fund 0.6345 290621 -3934 2023-06-30 LOW
Mirabaud Asset Management AG Investment Advisor 0.5945 272300 0 2023-07-31 MED
Geode Capital Management, L.L.C. Investment Advisor/Hedge Fund 0.5715 261768 46 2023-09-30 LOW
Artisan Partners Limited Partnership Investment Advisor 0.5599 256443 0 2023-09-30 LOW
Schroder Investment Management (Switzerland) AG Investment Advisor 0.3337 152821 -2000 2023-07-31 LOW
State Street Global Advisors (US) Investment Advisor/Hedge Fund 0.3125 143114 -4913 2023-09-30 LOW
ÖKOWORLD LUX S.A. Investment Advisor 0.3057 140000 90000 2022-06-30 LOW

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Baloise Company profile

About Baloise Holding AG

Baloise Holding AG is a Switzerland-based company that offers insurance and retirement solutions to private individuals and companies. The Company combines insurance and banking services and is active in Switzerland, Germany, Belgium and Luxembourg. The Company diversifies its activities into Non-life, Life, Asset Management & Banking and Other Activities business segments. The Nonlife segment includes accident and health insurances, as well as products of the liability, motor, property and marine sectors. The Life segment includes capital-forming insurance and risk covers, among others. The Asset Management & Banking operating segment encompasses banking-related areas of asset management as well as the actual banking area. The Other Activities segment comprises equity investment companies, real-estate firms and financing companies.

Financial summary

BRIEF: For the fiscal year ended 31 December 2021, Baloise Holding AG revenues increased 9% to SF9B. Net income applicable to common stockholders increased 35% to SF588.4M. Revenues reflect increase in net premium earned. Net income benefited from Expense Ratio - Germany decrease of 3% to 35.5%, Loss Ratio - Luxembourg increase of 9% to 60.3%, Reinsurers share of claims incurred increase from SF236.4M to SF529.6M (income).

Equity composition

7/2001, 10-for-1 stock split, 06/1998, 2:1 Rights Issue in same stock (Corax AF= .335065), 09/1997, 2:1 Complex Capital change (Corax adj factor = .5), 7/2001, 10-for-1 stock split. 06/1998, 2:1 Rights Issue in same stock (CoraxAF= .335065), 09/1997, 2:1 Complex Capital change (CoraxAF= .5)

Industry: Multiline Insurance & Brokers (NEC)

Aeschengraben 21
BASEL
BASEL-STADT 4001
CH

Income Statement

  • Annual
  • Quarterly

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