Company Bellevue Group AG

Equities

BBN

CH0028422100

Investment Management & Fund Operators

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 region

Quarterly revenue - Rate of surprise

Sector Investment Management

Real-time Estimate Cboe Europe Other stock markets 05:48:05 2024-04-19 am EDT			5-day change	1st Jan Change
18.58 ^CHF	-1.98%		-6.55%	-24.29%

Feb. 23	Bellevue Group AG Reports Earnings Results for the Full Year Ended December 31, 2023	CI
Feb. 09	An unknown fund managed by Deutsche Invest Equity Partners GmbH, Bellevue Group AG and DVR Capital Private Equity acquired unknown majority stake in Iconia Group AG from AFINUM Siebte Beteiligungsgesellschaft mbH & Co. KG a fund managed by Afinum Management GmbH.	CI

Bellevue Group AG is a Switzerland-based company that is active in the provision of asset management and wealth management services for private, corporate and institutional clients. The Companyâs business activities are focused on a diversified spectrum of services in three main areas: specialized healthcare strategies, alternative investment strategies, and traditional investment strategies. The Company operates through the Asset Management segment, which comprises of management of equity portfolios for selected regional and sector strategies, and on institutional assets. The Company serves its clients in Switzerland and internationally.

Number of employees: 94

CHF in Million	2022	Weight	2023	Weight	Delta
Asset Management 100.0 %	96	100.0 %	82	100.0 %	-14.57%

CHF in Million	2022	Weight	2023	Weight	Delta
Switzerland 87.3 %	82	85.1 %	71	87.3 %	-12.39%
United Kingdom 10.6 %	11	11.2 %	9	10.6 %	-19.18%
Germany 5.0 %	5	4.7 %	4	5.0 %	-9.01%
Other Countries -2.9 %	-1	-1.0 %	-2	-2.9 %	+146.50%

Managers	Title	Age	Since
Gebhard Giselbrecht CEO	Chief Executive Officer	-	Dec. 31
Tanja Chicherio IRO	Public Communications Contact	-	07-10-31

Members of the board	Title	Age	Since
Urs Schenker BRD	Director/Board Member	67	19-03-18
Veit D. de Maddalena CHM	Chairman	57	18-03-19
Katrin Wehr-Seiter BRD	Director/Board Member	54	19-03-18
Barbara Angehrn Pavik BRD	Director/Board Member	50	23-03-20

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	13,461,428	6,949,263 ( 51.62 %)	305,473 ( 2.269 %)	51.62 %

Name	Equities	%	Valuation
Martin Bisang 23.91 %	3,218,400	23.91 %	75 M CHF
Hansjörg Wyss 9.657 %	1,300,000	9.657 %	30 M CHF
Jürg Schäppi 9.177 %	1,235,299	9.177 %	29 M CHF
André Rüegg 2.229 %	300,000	2.229 %	7 M CHF
Veit D. de Maddalena 2.132 %	287,024	2.132 %	7 M CHF
BELLEVUE GROUP AG 1.798 %	242,076	1.798 %	6 M CHF
Valiant Bank AG 0.6395 %	86,088	0.6395 %	2 M CHF
Michael Hutter 0.5286 %	71,162	0.5286 %	2 M CHF
Mirabaud Asset Management (Suisse) SA 0.3986 %	53,661	0.3986 %	1 M CHF
Daniel H. Sigg 0.3841 %	51,705	0.3841 %	1 M CHF

Name	Equities	%	Valuation
BELLEVUE GROUP AG 1.80%	242,076	1.80%	5,670,926 $

Bellevue Group AG

Seestrasse 16

8700, Küsnacht

+41 44 267 67 00

http://www.bellevue.ch

Name	Category and Sector
Bellevue Asset Management (Deutschland) GmbH Bellevue Asset Management (Deutschland) GmbH Investment ManagersFinance Bellevue Asset Management (Deutschland) GmbH (Bellevue Deutschland) the German asset management subsidiary of Bellevue Group AG (SWX: BBN) in Switzerland. The firm was founded in 1996 and formerly known as StarCapital AG. Headquartered in Frankfurt, Bellevue Deutschland focuses on a complementary range of investment strategies for different asset classes with a high active share.	Investment Managers
Bellevue Asset Management AG Bellevue Asset Management AG Investment ManagersFinance Bellevue Asset Management AG (Bellevue AM) is the wholly-owned asset management subsidiary of Bellevue Group AG (SWX: BBN), an independent Swiss financial group. The firm is headquartered in Küsnacht, Switzerland and has additional offices in Germany, Austria and Luxembourg. Founded in 1993, Bellevue AM provides a diverse spectrum of top-tier investment solutions with a focus on global healthcare sector for private and institutional clients. They offer their flagship investment vehicle, the listed investment company BB Biotech AG.	Investment Managers
Asset Management BAB NV Asset Management BAB NV Financial ConglomeratesFinance Part of Bellevue Group AG, Asset Management BAB NV is an investment holding Dutch company. The private company is based in Willemstad, Netherlands.	Financial Conglomerates
Bellevue Private Markets AG

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

18.95 CHF

Average target price

24.5 CHF

Spread / Average Target

+29.29%

Consensus

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Investment Management

	1st Jan change	Capi.
BELLEVUE GROUP AG	-24.29%	274M
BLACKSTONE INC.	-8.10%	85.99B
KKR & CO. INC.	+12.67%	82.62B
ARES MANAGEMENT CORPORATION	+9.91%	25.27B
LEGAL & GENERAL PLC	-3.03%	18.07B
THE CARLYLE GROUP INC.	+7.35%	15.77B
FRANKLIN RESOURCES, INC.	-16.01%	13.17B
HDFC ASSET MANAGEMENT COMPANY LIMITED	+15.63%	9.64B
BLUE OWL CAPITAL INC.	+23.29%	8.55B
LUMINE GROUP INC.	+28.03%	7.14B

Investment Management