Helvetia Holding AG

Helvetia Holding AG - ROEverified

HELNF

Price:

$253.548

Market Cap:

$10.97B

Helvetia Holding AG is an international insurance group that, through its various subsidiaries, provides a comprehensive array of life, non-life, and reinsurance services. Its operations extend across Switzerland, Germany, Austria, Spain, Italy, France, and Liechtenstein, with additional international ventures. The company's life insurance portfolio encompasses investment-linked policies, group life coverage, and other specialized offerings. For non-life protection, Helvetia covers areas such as property, motor vehicle, health and accident, liability, and transport insurance. Furthermore, it offers annuity products and various pension plans. Established in 1858, the company's headquarters ar...[Read more]

Industry

Insurance - Diversified

IPO Date

2022-10-12

Stock Exchange

OTC

Ticker

HELNF

The ROE as of June 2026 (TTM) for Helvetia Holding AG (HELNF) is 13.58%

According to Helvetia Holding AG’s latest financial reports and current stock price. The company's current ROE is 13.58%. This represents a change of 173.36% compared to the average of 4.97% of the last 4 quarters.

Helvetia Holding AG (HELNF) Historical ROE (quarterly & annually)

How has HELNF ROE performed in the past?

The mean historical ROE of Helvetia Holding AG over the last ten years is 8.08%. The current 13.58% ROE has changed 67.99% with respect to the historical average. Over the past ten years (40 quarters), HELNF'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 (HELNF) 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 (HELNF) Average ROE

How has HELNF ROE performed in the past?

The current ROE of Helvetia Holding AG (HELNF) 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 (HELNF) ROE vs. Peers

How is HELNF’s ROE compared to its peers?

Helvetia Holding AG’s ROE is less than Bâloise Holding AG (13.22%), less than ageas SA/NV (10.98%), less than Gjensidige Forsikring ASA (29.66%), less than Tryg A/S (13.53%), less than Bâloise Holding AG (13.22%), less than BB Seguridade Participações S.A. (79.26%), less than iA Financial Corporation Inc. (12.80%), less than Aegon N.V. (11.63%), less than Admiral Group plc (51.59%), less than FinecoBank Banca Fineco S.p.A. (40.02%),

Build a custom stock screener for Helvetia Holding AG (HELNF) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Helvetia Holding AG using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Helvetia Holding AG (HELNF) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Helvetia Holding AG or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Helvetia Holding AG's ROE?

How is the ROE calculated for Helvetia Holding AG (HELNF)?

What is the highest ROE for Helvetia Holding AG (HELNF)?

What is the 3-year average ROE for Helvetia Holding AG (HELNF)?

What is the 5-year average ROE for Helvetia Holding AG (HELNF)?

How does the current ROE for Helvetia Holding AG (HELNF) compare to its historical average?