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US English
116.5
0.43%
Market Trading Hours* (UTC) Opens on Monday at 07:00

Mon - Fri: 07:00 - 15:20

  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
Trading сonditions
Spread 2.5
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.014983 %
Charges from full value of position ($-2.85)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.014983%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.007239 %
Charges from full value of position ($-1.38)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.007239%
Overnight fee time 21:00 (UTC)
Min traded quantity 0.1
Currency CHF
Margin 5%
Stock exchange Switzerland
Commission on trade 0%

*Information provided by Capital.com

Key Stats
Prev. Close* 117
Open* 115.5
1-Year Change* -13.48%
Day's Range* 115.5 - 117
52 wk Range 108.40-139.10
Average Volume (10 days) 62.60K
Average Volume (3 months) 1.49M
Market Cap 6.40B
P/E Ratio 10.62
Shares Outstanding 52.91M
Revenue 10.46B
EPS 11.36
Dividend (Yield %) 4.88815
Beta 1.21
Next Earnings Date Apr 11, 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
Apr 19, 2024 116.5 1.0 0.87% 115.5 117.0 115.5
Apr 18, 2024 117.0 -0.5 -0.43% 117.5 117.5 116.0
Apr 17, 2024 117.5 0.0 0.00% 117.5 118.5 117.5
Apr 16, 2024 117.5 -1.5 -1.26% 119.0 119.5 117.5
Apr 15, 2024 121.0 -1.0 -0.82% 122.0 122.5 120.0
Apr 12, 2024 121.0 0.0 0.00% 121.0 122.5 119.0
Apr 11, 2024 121.0 0.5 0.41% 120.5 121.0 119.0
Apr 10, 2024 119.5 -2.0 -1.65% 121.5 122.0 119.0
Apr 9, 2024 121.5 0.0 0.00% 121.5 122.5 121.0
Apr 8, 2024 122.5 0.5 0.41% 122.0 123.0 121.0
Apr 5, 2024 121.5 0.5 0.41% 121.0 122.0 121.0
Apr 4, 2024 123.0 0.0 0.00% 123.0 123.5 122.0
Apr 3, 2024 122.5 -0.5 -0.41% 123.0 123.5 121.0
Apr 2, 2024 123.0 -0.5 -0.40% 123.5 124.0 121.0
Mar 28, 2024 122.0 0.0 0.00% 122.0 123.5 121.0
Mar 27, 2024 122.0 0.5 0.41% 121.5 124.0 121.0
Mar 26, 2024 121.5 0.0 0.00% 121.5 122.5 121.0
Mar 25, 2024 121.5 -1.0 -0.82% 122.5 123.0 121.0
Mar 22, 2024 123.0 0.0 0.00% 123.0 124.5 123.0
Mar 21, 2024 123.0 -6.5 -5.02% 129.5 130.0 122.0

Helvetia Holding AG Events

Time (UTC) Country Event
Friday, May 24, 2024

Time (UTC)

10:59

Country

CH

Event

Helvetia Holding AG Annual Shareholders Meeting
Helvetia Holding AG Annual Shareholders Meeting

Forecast

-

Previous

-
Tuesday, May 28, 2024

Time (UTC)

12:00

Country

CH

Event

Helvetia Holding AG
Helvetia Holding AG

Forecast

-

Previous

-
Thursday, September 5, 2024

Time (UTC)

05:00

Country

CH

Event

Half Year 2024 Helvetia Holding AG Earnings Release
Half Year 2024 Helvetia Holding AG Earnings Release

Forecast

-

Previous

-
View all events
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Total revenue 10389.4 12592.4 10311 10714.1 9149.8
Total Operating Expense 9686.6 11782.9 9928.5 10043.4 8591.8
Selling/General/Admin. Expenses, Total 1416.2 1429.9 1187.3 985.2 833.3
Interest Expense (Income) - Net Operating 15 13.8 14.3 10.7 11.1
Other Operating Expenses, Total -179.4 257.1 262.5 207 41.9
Operating Income 702.8 809.5 382.5 670.7 558
Interest Income (Expense), Net Non-Operating 8.3 -133.6 -62.6 -105.9 -10.1
Net Income Before Taxes 711.1 675.9 319.9 564.8 547.9
Net Income After Taxes 614.4 519.8 281.7 538.1 431
Minority Interest -39.4427 -22.5564 -16.9 1.1 1.6
Net Income Before Extra. Items 574.957 497.244 264.8 539.2 432.6
Net Income 574.957 497.244 264.8 539.2 432.6
Total Adjustments to Net Income -13.9972 -12.4948 -21.0534 -18.8025 -18.333
Income Available to Common Excl. Extra. Items 560.96 484.749 243.747 520.397 414.267
Income Available to Common Incl. Extra. Items 560.96 484.749 243.747 520.397 414.267
Diluted Net Income 560.96 484.749 243.747 520.397 414.267
Diluted Weighted Average Shares 52.8972 52.8434 51.1767 49.4674 49.4646
Diluted EPS Excluding Extraordinary Items 10.6047 9.17331 4.76285 10.52 8.37502
Dividends per Share - Common Stock Primary Issue 5.9 5.5 5 5 4.8
Diluted Normalized EPS 10.7223 9.3625 5.68857 10.5296 8.43068
Total Premiums Earned 10428 10327.5 9283.8 8837.6 8569.7
Net Investment Income 58.4 1316.1 1075.1 1420.9 773
Realized Gains (Losses) -97 948.8 -47.9 455.6 -192.9
Losses, Benefits, and Adjustments, Total 8434.8 10082.1 8464.4 8840.5 7705.5
Unusual Expense (Income) 0
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Total revenue 4674.7 5789.2 3885 6299.7 6292.7
Total Operating Expense 4258.8 5340.2 3663 5908.1 5874.8
Selling/General/Admin. Expenses, Total 444.2 850.9 432.4 741.3 688.6
Interest Expense (Income) - Net Operating 10 5.8 8 8 5.8
Other Operating Expenses, Total 104.7 -9.2 -114.8 45.2 211.9
Operating Income 415.9 449 222 391.6 417.9
Interest Income (Expense), Net Non-Operating -79.7 -36 44.3 -60.2 -73.4
Net Income Before Taxes 336.3 413 266.3 331.4 344.5
Net Income After Taxes 257.8 395 191.4 257.4 262.4
Minority Interest -10.4 -31.2427 -9.8 -10.9564 -11.6
Net Income Before Extra. Items 247.4 363.757 181.6 246.444 250.8
Net Income 247.4 363.757 181.6 246.444 250.8
Income Available to Common Excl. Extra. Items 247.4 352.56 181.7 233.949 250.8
Income Available to Common Incl. Extra. Items 247.4 352.56 181.7 233.949 250.8
Diluted Net Income 247.4 352.56 181.7 233.949 250.8
Diluted Weighted Average Shares 53.4341 52.3841 53.7574 52.3251 53.3617
Diluted EPS Excluding Extraordinary Items 4.63 6.73029 3.38 4.47107 4.7
Dividends per Share - Common Stock Primary Issue 0 5.9 0 5.5 0
Diluted Normalized EPS 4.63 6.73029 3.38 4.47107 4.7
Total Premiums Earned 3750.4 5281.6 4962.9 5182.2 5145.3
Net Investment Income 483.4 388.9 479.1 579.6 736.5
Realized Gains (Losses) 445.5 118.7 -1562.2 537.9 410.9
Losses, Benefits, and Adjustments, Total 3699.9 4492.7 3337.4 5113.6 4968.5
Total Adjustments to Net Income -11.1972 0.1 -12.4948
Other Revenue, Total -4.6 5.2
Other, Net 0.1
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Cash & Equivalents 1460 133.5 1849 1305.2 1238.4
Total Assets 57500.4 69743.6 69721.8 60995.8 58181
Property/Plant/Equipment, Total - Net 1054.5 1028.3 1039.8 563.6 490.1
Property/Plant/Equipment, Total - Gross 1505.2 1471.9 951.2 847
Accumulated Depreciation, Total -477.1 -432.1 -387.6 -356.9
Goodwill, Net 1150.8 1147.8 1149 1129.1
Intangibles, Net 1633.9 715.6 813 190.8 134.7
Long Term Investments 51520.7 59597.7 60200.9 54286.1 51760.2
Note Receivable - Long Term 119.7 245.1 184 22 20
Other Long Term Assets, Total 10.5 31.1 6.2 22.2
Other Assets, Total 1711.6 2248.7 1908.5 1414.1 1481.5
Notes Payable/Short Term Debt 0 0 0 0 0
Other Current Liabilities, Total 386.4 232.5 180.8 30.6 34
Total Liabilities 53566.4 63042 63034.5 54467.7 52400.7
Total Long Term Debt 2384 2072.9 2289.1 1533.7 1577.2
Long Term Debt 2384 2010.5 2184.6 1464.3 1562.6
Capital Lease Obligations 62.4 104.5 69.4 14.6
Deferred Income Tax 884.2 873.6 816.7 773.3
Minority Interest 318.3 487.9 488 6 16.8
Other Liabilities, Total 3050.3 2753.8 3019.5 2024.6 1869.2
Total Equity 3934 6701.6 6687.3 6528.1 5780.3
Common Stock 1.1 1.1 1.1 1 1
Retained Earnings (Accumulated Deficit) 4514.8 4329.4 4046.4 4165.2 4101.7
Treasury Stock - Common -13.3 -10.2 -8.4 -11.7 -12.3
Unrealized Gain (Loss) 2174.8 2351.1 2137.8 1390.5
Other Equity, Total -568.6 206.5 297.1 235.8 299.4
Total Liabilities & Shareholders’ Equity 57500.4 69743.6 69721.8 60995.8 58181
Total Common Shares Outstanding 52.9086 52.8608 52.7828 49.4577 49.445
Cash 1725.3
Current Port. of LT Debt/Capital Leases 32.7
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Cash & Equivalents 1236.7 1460 1422.7 1858.8 1825.4
Total Assets 58409.3 57500.4 64597.8 69743.6 70874.6
Property/Plant/Equipment, Total - Net 1096.5 1054.5 1014.8 1028.3 1060.2
Intangibles, Net 1592.6 1633.9 1716 1866.4 1963.7
Long Term Investments 52207.8 51520.7 54596.8 60009.1 60547.7
Note Receivable - Long Term 171.1 119.7 126.3 245.1 117
Other Long Term Assets, Total 110.2 10.5 37.9
Other Assets, Total 2104.6 1711.6 1908.9 1837.3 1922.3
Notes Payable/Short Term Debt 0 0 0 0 0
Other Current Liabilities, Total 467.2 386.4 103.2 232.5 92.5
Total Liabilities 54560.9 53566.4 59650.6 63042 64282
Total Long Term Debt 2412 2384 2398.8 2105.6 2182.8
Long Term Debt 2412 2384 2398.8 2105.6 2182.8
Deferred Income Tax 573.8 884.2 889
Minority Interest 302.1 318.3 295.9 487.9 491
Other Liabilities, Total 2669.3 3050.3 5400.3 4828.7 4938.8
Total Equity 3848.4 3934 4947.2 6701.6 6592.6
Common Stock 1.1 1.1 1.1 1.1 1.1
Retained Earnings (Accumulated Deficit) 4452.1 4514.8 4439.8 4329.4 4078.8
Treasury Stock - Common -19.6 -13.3 -12.4 -10.2 -8.4
Unrealized Gain (Loss) 414.2 2174.8 2172.3
Other Equity, Total -585.2 -568.6 104.5 206.5 348.8
Total Liabilities & Shareholders’ Equity 58409.3 57500.4 64597.8 69743.6 70874.6
Total Common Shares Outstanding 52.9086 52.9086 52.8608 52.8608 52.7828

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Helvetia Company profile

About Helvetia Holding AG

Helvetia Holding AG is a Switzerland-based company of the Helvetia Group, an all-lines insurance service group. The Company divides its activities into the segments Switzerland, Germany, Italy, Spain and Other insurance units, including Austria, France and the global reinsurance business, as well as Corporate, comprising all Helvetia Group activities, financing companies and the Company itself. It operates in areas such as life business and non-life business. The life business offers life insurance, pension plans and annuities, among others. The non-life business includes property, motor vehicle, liability and transport policies, as well as health and accidental insurance coverage. The reinsurance business, among others, is included in Other activities business. It operates through its branch offices and subsidiaries, including Basler Versicherungen AG, Chiara Assicurazioni SpA and Schweizerische National-Versicherungs-Gesellschaft AG (Nationale Suisse).

Financial summary

BRIEF: For the fiscal year ended 31 December 2021, Helvetia Holding AG revenues increased 22% to SF12.59B. Net income applicable to common stockholders increased 99% to SF484.7M. Revenues reflect Life segment increase of 22% to SF6.14B, Non-life segment increase of 22% to SF5.97B, Spain segment increase of 65% to SF2.17B, Switzerland segment increase of 15% to SF5.94B. Net income benefited from Non-life segment income increase of 70% to SF489.6M.

Equity composition

09/2006, Company name changed from Helvetia Patria Holding AG. 5/2019, 5-for-1 stock split (Factor: 5).

Industry: Multiline Insurance & Brokers (NEC)

Dufourstasse 40
ST. GALLEN
ST. GALLEN 9001
CH

Income Statement

  • Annual
  • Quarterly

News

Gold price in 2024: geopolitical tensions and rate-cut expectations keep XAU/USD supported

Investors are keeping a close eye on gold as the conflict in the Middle East escalates with a possibility of a full-scale regional war in the area.

07:56, 17 April 2024

US Earnings Season : JP Morgan, Citigroup, Wells Fargo

The first major US banks report quarterly earnings on Friday, April 12th, 2024. We preview what to expect from JP Morgan, Citigroup, and Wells Fargo's quarterly numbers.

16:03, 11 April 2024

Reserve Bank of New Zealand Preview: Rates expected to remain on hold as inflation fight continues

The Reserve Bank of New Zealand (RBNZ) meets on Wednesday, April 10, 2024. We preview what to expect from the meeting and its possible impact on the NZD/USD.

09:22, 11 April 2024

US CPI Preview: US inflation expected to grind lower amid fears about sticky prices

US CPI data is released on Wednesday, 10 April. We preview what to expect from the data, how it could influence US Federal Reserve policy, and analyse the NASDAQ (US Tech 100).

15:11, 9 April 2024

How escalating geopolitical tensions are impacting oil markets

The bullish momentum in oil prices remains strong as escalating geopolitical tensions raise concerns about supply.

13:34, 4 April 2024

A way forward: a roundup of recent central bank decisions

Five of the world’s most significant central banks delivered policy this week. We review the decisions and discuss their impact on the markets.

12:47, 22 March 2024

Bank of Japan Preview: will the BOJ end negative interest rates?

The Bank of Japan meets on Tuesday 19th of March. We preview what to expect from the BOJ decision and how it might impact the USD/JPY and Nikkei 225.

08:44, 18 March 2024

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