Helvetia Baloise Holding AG (XSWX:HBAN) Institutional Ownership: 28.84% (As of Jul. 16, 2026)

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XSWX:HBAN Helvetia Baloise Holding AG XSWX:HBAN
81 GF Score
Price CHF212.40
GF Value CHF187.72
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Helvetia Baloise Holding AG Institutional Ownership?

Helvetia Baloise Holding AG XSWX:HBAN -0.47% 81 Institutional Ownership is 28.84% as of Jul. 16, 2026. GuruFocus rates XSWX:HBAN with a GF Score™ of 81/100 and a GF Value™ of CHF187.72 (Modestly Overvalued). The stock has 5 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Helvetia Baloise Holding AG's institutional ownership is 28.84%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Helvetia Baloise Holding AG's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Helvetia Baloise Holding AG's Float Percentage Of Total Shares Outstanding is 0.00%.

Helvetia Baloise Holding AG Institutional Ownership Historical Data

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The historical data trend for Helvetia Baloise Holding AG's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Helvetia Baloise Holding AG Institutional Ownership Chart

Helvetia Baloise Holding AG Historical Data

The historical data trend for Helvetia Baloise Holding AG can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 22.63 22.57 22.99 27.75 27.68 27.86 28.98 29.55 29.24 28.84
XSWX:HBAN
81GF Score
Helvetia Baloise Holding AG XSWX:HBAN
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Helvetia Baloise Holding AG Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 28.84% mean?
Helvetia Baloise Holding AG (XSWX:HBAN) has a Institutional Ownership of 28.84% as of Jul. 16, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Helvetia Baloise Holding AG and its competitors.
Is Helvetia Baloise Holding AG's Institutional Ownership too high?
Helvetia Baloise Holding AG's current Institutional Ownership is 28.84%. Overall, Helvetia Baloise Holding AG has a GF Score™ of 81/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helvetia Baloise Holding AG's Institutional Ownership compare to BRK.A and AIG?
Helvetia Baloise Holding AG's Institutional Ownership of 28.84% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Insurance company?
A good Institutional Ownership depends on the Insurance industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Helvetia Baloise Holding AG and its competitors. Helvetia Baloise Holding AG's current Institutional Ownership is 28.84%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helvetia Baloise Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Helvetia Baloise Holding AG (XSWX:HBAN) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF187.72, compared to a current price of CHF212.40 — trading 13.1% above its estimated fair value. The current Institutional Ownership is 28.84%. Helvetia Baloise Holding AG's overall GF Score™ is 81/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Helvetia Baloise Holding AG (XSWX:HBAN), the current Institutional Ownership is 28.84% as of Jul. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Helvetia Baloise Holding AG (XSWX:HBAN) Overvalued in 2026?

Based on GuruFocus' analysis, Helvetia Baloise Holding AG stock appears to be overvalued. The current stock price of CHF212.40 is trading 13.1% above its estimated GF Value™ of CHF187.72. GuruFocus considers Helvetia Baloise Holding AG to be Modestly Overvalued.

Key valuation signals for XSWX:HBAN:

  • Institutional Ownership: 28.84%
  • GF Value™: CHF187.72 vs. price of CHF212.40 (13.1% above fair value)
  • GF Score™: 81/100 with 5 warning signs

No single metric tells the full story. See the XSWX:HBAN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Helvetia Baloise Holding AG Business Description

Address Aeschengraben 21, Basel, CHE, CH-4051
Helvetia Baloise Holding AG is a multi-line insurance company. The company provides pension, specialty insurance and reinsurance services, and other financial solutions. The company represents it's seven reportable segments namely Switzerland, Spain, Germany, Belgium, Luxembourg, Italian and Austrian Markets, Specialty Markets, and Corporate and other. Company generates majority revenue from Switzerland business segment.
81GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF212.40
Price
CHF187.72
GF Value