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Bellevue Group AGXSWX:BBN 69 3-1 Month Momentum % is -9.76% as of Aug. 03, 2026. GuruFocus rates XSWX:BBN with a GF Score™ of 69/100 and a GF Value™ of CHF9.03 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,637 Asset Management companies, Bellevue Group AG ranks worse than 80.27% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-03), Bellevue Group AG's 3-1 Month Momentum % is -9.76%.
The industry rank for Bellevue Group AG's 3-1 Month Momentum % or its related term are showing as below:
XSWX:BBN's 3-1 Month Momentum % is ranked worse than 80.27% of 1637
companies
in the Asset Management industry
Industry Median: -0.71
vs XSWX:BBN: -9.76
Bellevue Group AG (XSWX:BBN) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Bellevue Group AG 3-1 Month Momentum % Related Terms
XSWX:BBN vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Bellevue Group AG's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Bellevue Group AG 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Bellevue Group AG's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Bellevue Group AG's 3-1 Month Momentum % falls into.
Bellevue Group AG (XSWX:BBN) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* 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.
Bellevue Group AG (XSWX:BBN) has a 3-1 Month Momentum % of -9.76% as of Aug. 03, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Bellevue Group AG and its competitors. According to the industry distribution chart, Bellevue Group AG ranks #1314 out of 1637 companies in the Asset Management industry, placing it in the top 80.3%.
Is Bellevue Group AG's 3-1 Month Momentum % too high?
Bellevue Group AG's current 3-1 Month Momentum % is -9.76%. Based on the distribution chart, Bellevue Group AG ranks #1314 out of 1637 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Bellevue Group AG has a GF Score™ of 69/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Bellevue Group AG's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Bellevue Group AG ranks #1314 out of 1637 companies for 3-1 Month Momentum %. This places Bellevue Group AG in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % 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 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Bellevue Group AG and its competitors. Bellevue Group AG's current 3-1 Month Momentum % is -9.76%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bellevue Group AG stock overvalued right now?
Based on GuruFocus' analysis, Bellevue Group AG (XSWX:BBN) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF9.03, compared to a current price of CHF7.30 — trading 19.2% below its estimated fair value. The current 3-1 Month Momentum % is -9.76%. Bellevue Group AG's overall GF Score™ is 69/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Bellevue Group AG (XSWX:BBN), the current 3-1 Month Momentum % is -9.76% as of Aug. 03, 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 Bellevue Group AG (XSWX:BBN) Overvalued in 2026?
Based on GuruFocus' analysis, Bellevue Group AG stock appears to be undervalued.
The current stock price of CHF7.30 is trading 19.2% below its estimated GF Value™ of CHF9.03.
GuruFocus considers Bellevue Group AG to be Modestly Undervalued.
Key valuation signals for XSWX:BBN:
3-1 Month Momentum %: -9.76%
GF Value™: CHF9.03 vs. price of CHF7.30 (19.2% below fair value)
No single metric tells the full story. See the XSWX:BBN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bellevue Group AG is a Switzerland-based company operating in the finance industry. It is principally engaged in the field of asset management. The business operates in one segment. The segment consists of the operating business units Bellevue Asset Management, StarCapital, and Bellevue Private Markets. It focuses on managing equity portfolios for selected sectors and regional strategies.
69GF Score
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