Company Helvetia Holding AG OTC Markets

Company Helvetia Holding AG OTC Markets

HLVTY

US4234951006

Multiline Insurance & Brokers

Analysts' Consensus

Equities

HLVTY

US4234951006

Multiline Insurance & Brokers

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Helvetia Holding AG

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Multiline Insurance & Brokers

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Helvetia Holding AG

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Multiline Insurance & Brokers

Market Closed - OTC Markets Other stock markets 20:53:51 17/04/2024 BST			5-day change	1st Jan Change
3.49 ^USD	+10.44%		-.--%	-2.92%

05-31	Helvetia's Asset Management Business Receives Conditional Approval for Swiss Property Fund Listing	MT
05-16	Helvetia Plans Restructuring of Business Segments in the EU	MT

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).

Number of employees: 13,812

CHF in Million	2022	Weight	2023	Weight	Delta
Non-life 66.9 %	6,021	58.0 %	7,087	66.9 %	+17.72%
Life 31.1 %	3,885	37.4 %	3,298	31.1 %	-15.11%
Other Activities 8.8 %	564	5.4 %	932	8.8 %	+65.34%
Elimination -6.7 %	-80	-0.8 %	-716	-6.7 %	+797.87%

CHF in Million	2022	Weight	2023	Weight	Delta
Switzerland 39.9 %	4,947	47.6 %	4,232	39.9 %	-14.45%
Spain 21.2 %	2,046	19.7 %	2,250	21.2 %	+9.97%
Global 17.3 %	1,837	17.7 %	1,839	17.3 %	+0.08%
Germany 8.9 %	760	7.3 %	945	8.9 %	+24.33%
Italy 7.3 %	595	5.7 %	776	7.3 %	+30.32%
Elimination -5.9 %	236	2.3 %	-629	-5.9 %	-366.79%
Austria 5.8 %	342	3.3 %	617	5.8 %	+80.37%
Corporate 5.4 %	-374	-3.6 %	573	5.4 %	-253.31%

Managers	Title	Age	Since
Fabian Rupprecht CEO	Chief Executive Officer	54	30/09/23
Annelise Lüscher Hämmerli DFI	Director of Finance/CFO	-	30/09/20
Achim Baumstark CTO	Chief Tech/Sci/R&D Officer	60	31/12/16
André Keller CIO	Chief Investment Officer	54	31/03/19
Rachel Burri IRC	Investor Relations Contact	-	-
Barbara Boliger LAW	General Counsel	-	-
Beat Müller PRN	Corporate Officer/Principal	-	31/12/16
Roland Bentele PRN	Corporate Officer/Principal	-	-
Simon Schneider AUD	Comptroller/Controller/Auditor	-	-
David Ribeaud PRN	Corporate Officer/Principal	54	31/12/14

Members of the board	Title	Age	Since
Andreas von Planta BRD	Director/Board Member	68	19/10/14
Beat Fellmann BRD	Director/Board Member	59	19/04/18
Hans Künzle BRD	Director/Board Member	63	31/12/14
Luigi Lubelli BRD	Director/Board Member	55	28/04/22
Ivo Furrer BRD	Director/Board Member	67	27/04/17
Thomas Schmuckli-Grob CHM	Chairman	61	19/04/18
Gabriela Maria Payer BRD	Director/Board Member	61	19/10/14
René Cotting BRD	Director/Board Member	54	27/04/23
Regula Wallimann BRD	Director/Board Member	57	19/04/18
Yvonne Wicki Macus BRD	Director/Board Member	-	27/04/23

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	53,025,685	34,684,456 ( 65.41 %)	181,566 ( 0.3424 %)	65.41 %

Name	Equities	%	Valuation
Patria Genossenschaft 34.10 %	18,081,758	34.10 %	2 372 M $
AXA Investment Managers Deutschland GmbH 0.3940 %	208,895	0.3940 %	27 M $
LLB Asset Management AG 0.2856 %	151,417	0.2856 %	20 M $
1741 Fund Solutions AG 0.2601 %	137,896	0.2601 %	18 M $
HELVETIA HOLDING AG 0.2208 %	117,070	0.2208 %	15 M $
zCapital AG 0.2074 %	110,000	0.2074 %	14 M $
Amundi Asset Management SA (Investment Management) 0.2023 %	107,297	0.2023 %	14 M $
Universal-Investment-Gesellschaft mbH (Invt Mgmt) 0.1789 %	94,865	0.1789 %	12 M $
Union Bancaire Privée, UBP SA 0.1745 %	92,554	0.1745 %	12 M $
Sjunde AP-fonden 0.1615 %	85,628	0.1615 %	11 M $

Name	Equities	%	Valuation
HELVETIA HOLDING AG 0.22%	117,070	0.22%	15,355,745 $
ATRYS HEALTH, S.A. 4.96%	3,770,304	4.96%	11,368,522 $

Helvetia Holding AG

Dufourstrasse 40

9001, St. Gallen

+41 58 280 1000

http://www.helvetia.com

Name	Category and Sector
Helvetia Schweizerische Versicherungs-gesellschaft Liechten
Helvetia Versicherungs AG Helvetia Versicherungs AG Insurance Brokers/ServicesFinance Part of Helvetia Holding AG, Helvetia Versicherungs AG is a successful, international insurance group based in Frankfurt am Main, Germany. The German company has developed since 1858 and provides various insurance services. The CEO of the company is Volker Steck.	Insurance Brokers/Services
C Y E Servicios Sociosanitarios SA C Y E Servicios Sociosanitarios SA Medical/Nursing ServicesHealth Services Part of Helvetia Holding AG, C Y E Servicios Sociosanitarios SA provides residential care services for elders. The company is located in Spain.	Medical/Nursing Services
Gesinca Consultora de Pensiones y Seguros SA Gesinca Consultora de Pensiones y Seguros SA Insurance Brokers/ServicesFinance Part of Helvetia Holding AG, Gesinca Consultora de Pensiones y Seguros SA is a Spanish company that provides insurance support services. The company is located in Spain.	Insurance Brokers/Services
Caser Pensiones, Entidad Gestora de Fondos de Pensiones SA
Helvetia Assurances SA Helvetia Assurances SA Multi-Line InsuranceFinance Part of Helvetia Holding AG, Helvetia Assurances SA is a leading insurance company in the French market, specializing in maritime and transportation insurance. The company is based in Courbevoie, France and is led by CEO Alain Tintelin. In addition to their core offerings, the company has expanded their portfolio to include insurance for art, construction, and technical risks.	Multi-Line Insurance
Helvetia Asset Management AG Helvetia Asset Management AG Investment ManagersFinance Part of Helvetia Holding AG, Helvetia Asset Management AG is a successful, internationally operating insurance group based in Basel, Switzerland. The Swiss company provides publications for the general assembly and has been in operation since 1858. Patrick Stampfli has been the CEO of the company since 2021.	Investment Managers
Helvetia Schweizerische Versicherungsgesellschaft AG Helvetia Schweizerische Versicherungsgesellschaft AG Financial ConglomeratesFinance Helvetia Schweizerische Versicherungsgesellschaft AG provides insurance and pension solutions. It offers insurance coverage in respect of loss, damage, theft of property for car, house, household contents and travel insurance products. The company was founded in 1883 and is headquartered in St. Gallen, Switzerland.	Financial Conglomerates
HELVETIA Schweizerische Lebensversicherungs AG HELVETIA Schweizerische Lebensversicherungs AG Multi-Line InsuranceFinance Helvetia Schweizerische Lebensversicherungs AG is engaged in the provision of insurance services. The company is headquartered in Hessen, Germany.	Multi-Line Insurance
RZD Datenverarbeitungsgesellschaft mbH
Caser Marketing Directo SL Caser Marketing Directo SL Financial ConglomeratesFinance Part of Helvetia Holding AG, Caser Marketing Directo SL is a financial services provider. The company is located in Spain.	Financial Conglomerates
DER ANKER Vermögensverwaltung GmbH
Helvetia Versicherungen AG Helvetia Versicherungen AG Multi-Line InsuranceFinance Part of Helvetia Holding AG, Helvetia Versicherungen AG is a insurance company based in Vienna, Austria. The Austrian company provides insurance services to its customers and has been serving them for over 160 years. With over 500,000 customers, Helvetia Versicherungen has gained their trust. The company was founded in 1858. Thomas Neusiedler has been the CEO of the company since 2020.	Multi-Line Insurance
protecta.at Finanz- und Versicherungsservice GmbH
Helvetia Italia Assicurazioni SpA Helvetia Italia Assicurazioni SpA Insurance Brokers/ServicesFinance Helvetia Italia Assicurazioni SpA specializes in the provision of affinity insurance solutions. It offers insurance coverage which is aimed primarily at employees and retirees of affiliated companies. The company is headquartered in Milan, Italy.	Insurance Brokers/Services
Caja de Seguros Reunidos Compañia de Seguros y Reaseguros SA Caja de Seguros Reunidos Compañia de Seguros y Reaseguros SA Multi-Line InsuranceFinance Caja de Seguros Reunidos SA engages in the provision of insurance and reinsurance services. It specializes in dental, pet, savings and investment, mobile phones and tablets, life, health, property, automobile, and motorcycle insurance services, as well as pension fund management services. The company was founded in 1942 and is headquartered in Madrid, Spain.	Multi-Line Insurance
Caser Valores e Inversiones Agencia Valores SA Caser Valores e Inversiones Agencia Valores SA Financial ConglomeratesFinance Part of Helvetia Holding AG, Caser Valores e Inversiones Agencia Valores SA provides diversified financial services. The company is located in Spain.	Financial Conglomerates
Atendae Asistencia SA Atendae Asistencia SA Managed Health CareHealth Services Part of Helvetia Holding AG, Atendae Asistencia SA engages in providing hospital, medical and healthcare services. The company is located in Spain.	Managed Health Care
Helvetia Swiss Life Insurance Co. Ltd.
Europäische Reiseversicherungs AG Europäische Reiseversicherungs AG Multi-Line InsuranceFinance Part of Helvetia Holding AG, Europäische Reiseversicherungs AG is a leisure and travel insurance company based in Basel, Switzerland. The Swiss company provides 365 days of protection for all types of travel and leisure activities. The company's services are available worldwide, ensuring that customers feel at home no matter where they are.	Multi-Line Insurance
Helvetia Europe SA Helvetia Europe SA Financial ConglomeratesFinance Part of Helvetia Holding AG, Helvetia Europe SA is a Luxembourger company that provides investment services. The company is based in Luxembourg, Luxembourg.	Financial Conglomerates
Aldebarán Riesgo SCR SA Aldebarán Riesgo SCR SA Financial ConglomeratesFinance Part of Helvetia Holding AG, Aldebarán Riesgo SCR SA is an investment holding Spanish company. The company is based in Madrid, Spain. Founded in 2010, Aldebarán Riesgo SCR functions as an investment holding company.	Financial Conglomerates
CA Vida Assegurances SA CA Vida Assegurances SA Life/Health InsuranceFinance Part of Helvetia Holding AG, CA Vida Assegurances SA is a company that provides life insurance services. The company is located in Andorra.	Life/Health Insurance
Fondo Pensione Aperto Soluzione Previdente	Investment Managers
Chiara Assicurazioni Compagnia di Assicurazioni sui Danni SpA Chiara Assicurazioni Compagnia di Assicurazioni sui Danni SpA Multi-Line InsuranceFinance Chiara Assicurazioni Compagnia di Assicurazioni sui Danni SpA provides non-life insurance services. It specializes in bancassurance, home safety, damage claims, and health insurance. The company is headquartered in Milan, Italy.	Multi-Line Insurance
Helvetia Domani Fondo Pensione Aperto di Helvetia Vita	Investment Managers
Helvetia Vita SpA Helvetia Vita SpA Life/Health InsuranceFinance Part of Helvetia Holding AG, Helvetia Vita SpA is an Italian company that provides life insurance services. The company is located in Italy.	Life/Health Insurance
Inmocaser SA

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UNDERPERFORM

Number of Analysts

Last Close Price

121.1 CHF

Average target price

110.7 CHF

Spread / Average Target

-8.62%

Consensus

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