Helvetia Holding AG

Helvetia Holding AGverified

HELN.SW

Price:

$182.8

Market Cap:

$9.67B

Helvetia Holding AG, through its subsidiaries, engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.

Industry

Insurance - Diversified

IPO Date

1996-08-05

Stock Exchange

SIX

Ticker

HELN.SW

The ROE as of May 2025 (TTM) for Helvetia Holding AG (HELN.SW) is 12.10%

According to Helvetia Holding AG’s latest financial reports and current stock price. The company's current ROE is 12.10%. This represents a change of 135.74% compared to the average of 5.13% of the last 4 quarters.

Helvetia Holding AG (HELN.SW) Historical ROE (quarterly & annually)

How has HELN.SW ROE performed in the past?

The mean historical ROE of Helvetia Holding AG over the last ten years is 8.08%. The current 12.10% ROE has changed 49.63% with respect to the historical average. Over the past ten years (40 quarters), HELN.SW's ROE was at its highest in in the December 2022 quarter at 9.25%. The ROE was at its lowest in in the June 2020 quarter at -0.29%.

Quarterly (TTM)
Annual

Average

8.08%

Median

7.46%

Minimum

4.48%

Maximum

12.69%

Helvetia Holding AG (HELN.SW) ROE by Quarter and Year

Discovering the peaks and valleys of Helvetia Holding AG ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 87.31%

Maximum Annual ROE = 12.69%

Minimum Annual Increase = -51.59%

Minimum Annual ROE = 4.48%

Quarterly (TTM)
Annual
YearROEChange
202411.65%56.84%
20237.43%-41.44%
202212.69%51.21%
20218.39%87.31%
20204.48%-51.59%
20199.25%23.62%
20187.48%9.14%
20176.86%0.18%
20166.84%18.75%
20155.76%-17.46%

Helvetia Holding AG (HELN.SW) Average ROE

How has HELN.SW ROE performed in the past?

The current ROE of Helvetia Holding AG (HELN.SW) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

10.59%

5-year avg

8.93%

10-year avg

8.08%

Helvetia Holding AG (HELN.SW) ROE vs. Peers

How is HELN.SW’s ROE compared to its peers?

Helvetia Holding AG’s ROE is less than Swiss Life Holding AG (16.88%), less than Bâloise Holding AG (10.78%), less than Swiss Re AG (16.51%), less than Zurich Insurance Group AG (16.05%), less than Swisscom AG (12.90%),

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