HLVTY (Helvetia Baloise Holding AG) Total Equity: $17,264 Mil (As of Dec. 2025)


HLVTY Helvetia Baloise Holding AG HLVTY
75 GF Score
Price $6.52
GF Value $5.50
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Helvetia Baloise Holding AG Total Equity?

Helvetia Baloise Holding AG HLVTY 75 Total Equity is $17,264 Mil as of Dec. 2025. GuruFocus rates HLVTY with a GF Score™ of 75/100 and a GF Value™ of $5.50 (Modestly Overvalued). The stock has 5 warning signs investors should review.

Helvetia Baloise Holding AG's total equity for the quarter that ended in Dec. 2025 was $17,264 Mil.

This is Residual interest, including minority interest, that remains in the assets of the enterprise after deducting its liabilities. Equity is increased by owners’ investments and by comprehensive income, and it is reduced by distributions to the owners.


Helvetia Baloise Holding AG Total Equity Historical Data

* Premium members only.

The historical data trend for Helvetia Baloise Holding AG's Total Equity 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 Total Equity Chart

Helvetia Baloise Holding AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Total Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5,308.69 4,564.41 4,759.37 4,984.75 17,263.77

Helvetia Baloise Holding AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Total Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4,759.37 4,632.58 4,984.75 5,255.04 17,263.77
HLVTY
75GF Score
Helvetia Baloise Holding AG HLVTY
Total Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Helvetia Baloise Holding AG Total Equity Calculation

Total Equity and Total Liabilities are the two components for Total Assets.

Helvetia Baloise Holding AG's Total Equity for the fiscal year that ended in Dec. 2025 is calculated as

Total Equity=Total Assets(Q: Dec. 2025 )-Total Liabilities(Q: Dec. 2025 )
=183784.289-166520.517
=17,264

Helvetia Baloise Holding AG's Total Equity for the quarter that ended in Dec. 2025 is calculated as

Total Equity=Total Assets(Q: Dec. 2025 )-Total Liabilities(Q: Dec. 2025 )
=183784.289-166520.517
=17,264

* 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.

Frequently Asked Questions Learn more about Total Equity →
What does a Total Equity of $17,264 Mil mean?
Helvetia Baloise Holding AG (HLVTY) has a Total Equity of $17,264 Mil as of Dec. 2025. The total amount of equity as record on a company's balance sheet. View historical data for Helvetia Baloise Holding AG and its competitors.
Is Helvetia Baloise Holding AG's Total Equity too high?
Helvetia Baloise Holding AG's current Total Equity is $17,264 Mil. Overall, Helvetia Baloise Holding AG has a GF Score™ of 75/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helvetia Baloise Holding AG's Total Equity compare to BRK.A and AIG?
Helvetia Baloise Holding AG's Total Equity of $17,264 Mil 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 Total Equity for an Insurance company?
A good Total Equity depends on the Insurance industry context. However, Total Equity 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 Total Equity mean?
A high Total Equity can signal that a stock is expensive relative to its fundamentals. The total amount of equity as record on a company's balance sheet. View historical data for Helvetia Baloise Holding AG and its competitors. Helvetia Baloise Holding AG's current Total Equity is $17,264 Mil. 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 (HLVTY) is currently considered Modestly Overvalued. The stock's GF Value™ is $5.50, compared to a current price of $6.52 — trading 18.5% above its estimated fair value. The current Total Equity is $17,264 Mil. Helvetia Baloise Holding AG's overall GF Score™ is 75/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Equity calculated?
Total Equity is calculated from a company's financial statements. For Helvetia Baloise Holding AG (HLVTY), the current Total Equity is $17,264 Mil as of Dec. 2025. 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 (HLVTY) Overvalued in 2026?

Based on GuruFocus' analysis, Helvetia Baloise Holding AG stock appears to be overvalued. The current stock price of $6.52 is trading 18.5% above its estimated GF Value™ of $5.50. GuruFocus considers Helvetia Baloise Holding AG to be Modestly Overvalued.

Key valuation signals for HLVTY:

  • Total Equity: $17,264 Mil
  • GF Value™: $5.50 vs. price of $6.52 (18.5% above fair value)
  • GF Score™: 75/100 with 5 warning signs

No single metric tells the full story. See the HLVTY 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.
75GF Score

Get the complete analysis for HLVTY

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

$6.52
Price
$5.50
GF Value