Helvetia Baloise Holding AG
Research Helvetia Baloise Holding AG (HBAN.SW) on Bullrun: market cap CHF 20.30B, P/E 39.2, dividend yield 3.8%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerHBAN.SW
- ExchangeSW
- CountrySwitzerland
- SectorFinancial Services
- IndustryInsurance - Diversified
- CurrencyCHF
- Market capCHF 20.30B
- P/E39.2
- Dividend yield3.8%
- Financial periodFY2025
- RevenueCHF 10.68B
- Revenue growth-4.9%
- Net incomeCHF 552.30M
- Free cash flowCHF 714.10M
Valuation Snapshot
latest market cap is CHF 20.30B; P/E is 39.2; dividend yield is 3.8%.
Peer valuation comparison
Latest P/E is 39.2x versus a Financial Services sector median of 13.41x (192.3% above).
Latest dividend yield is 3.75% versus a Financial Services sector median of 3.66% (2.6% above).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | CHF 10.68B | CHF 552.30M | CHF 714.10M | n/a | n/a | CHF 4.53B | CHF 4.51B | CHF 13.48B |
| FY2024 | CHF 11.22B | CHF 481.80M | -CHF 118.20M | n/a | 8.99 | CHF 1.42B | CHF 2.00B | CHF 4.14B |
| FY2023 | CHF 10.48B | CHF 283.20M | CHF 907.30M | n/a | 5.24 | CHF 1.89B | CHF 1.99B | CHF 3.81B |
| FY2022 | CHF 7.21B | CHF 438.80M | -CHF 135.10M | n/a | 8.03 | CHF 1.46B | CHF 2.08B | CHF 3.93B |
| FY2021 | n/a | n/a | n/a | n/a | 9.17 | n/a | n/a | n/a |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-04 | CHF 20.30B | 39.2 | 3.8% | 7.7 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 7.7 CHF, yield 3.8%.
| Year | Dividends/share |
|---|---|
| FY2025 | 6.7 CHF |
| FY2024 | 6.3 CHF |
| FY2023 | 5.9 CHF |
| FY2022 | 5.5 CHF |
| FY2021 | 5 CHF |
About Helvetia Baloise Holding AG
Helvetia Baloise Holding AG engages in life and non-life insurance, and reinsurance business. It offers life insurance products in the areas of investment-linked, group life, and traditional individual life others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, engineering, and transport; and pure risk, savings, endowment, and annuity insurance products, as well as pension plans and asset management services.
ETFs that hold Helvetia Baloise Holding AG
Helvetia Baloise Holding AG is one of the ten largest holdings of 7 ETFs that investors in Europe can buy, most traded first:
| ETF | Weight | TER |
|---|---|---|
| iShares Swiss Dividend ETF (CH) | 3.04% | 0.15% |
| UBS SMIM ETF CHF dis | 5.88% | 0.25% |
| UBS SPI Mid ETF CHF dis | 4.39% | 0.25% |
| iShares SMIM ETF (CH) | 6.02% | 0.45% |
| UBS MSCI Swiss Dividend ETF | 5.66% | 0.12% |
| UBS MSCI Swiss Dividend ETF CHF Dis | 5.66% | 0.12% |
| BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF | 0.19% | 0.20% |
Compare every fund on the same index:
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Frequently asked questions
What is Helvetia Baloise Holding AG's market cap?
Helvetia Baloise Holding AG's market capitalization is CHF 20.30B.
What is Helvetia Baloise Holding AG's P/E ratio?
Helvetia Baloise Holding AG's price-to-earnings (P/E) ratio is 39.2.
Does Helvetia Baloise Holding AG pay a dividend?
Helvetia Baloise Holding AG has a dividend yield of 3.8%.
What does Helvetia Baloise Holding AG do?
Helvetia Baloise Holding AG engages in life and non-life insurance, and reinsurance business. It offers life insurance products in the areas of investment-linked, group life, and traditional individual life others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, engineering, and transport; and pure risk, savings, endowment, and annuity insurance products, as well as pension plans and asset management services. The company also provides marine, aviation, and art insurance.