HLVTY logo
OTC · HLVTYInsurance - DiversifiedUpdated Nov 1, 2026

Helvetia Holding AG ROE

Profitability, historical returns, and peer comparisons.

The ROE as of November 2026 (TTM) for Helvetia Holding AG (HLVTY) is 3.81%

According to Helvetia Holding AG’s latest financial reports and current stock price. The company's current ROE is 3.81%. This represents a change of 14.25% compared to the average of 3.33% of the last 4 quarters.

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

How has HLVTY ROE performed in the past?

The mean historical ROE of Helvetia Holding AG over the last ten years is 7.93%. The current 3.81% ROE has changed -52.00% with respect to the historical average. Over the past ten years (40 quarters), HLVTY'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

7.93%

Median

7.46%

Minimum

4.26%

Maximum

12.69%

Helvetia Holding AG (HLVTY) 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 = -63.41%

Minimum Annual ROE = 4.26%

Quarterly (TTM)
Annual
YearROEChange
20254.26%-63.41%
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%

Helvetia Holding AG (HLVTY) Average ROE

How has HLVTY ROE performed in the past?

The current ROE of Helvetia Holding AG (HLVTY) 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

7.78%

5-year avg

8.88%

10-year avg

7.93%

Helvetia Holding AG (HLVTY) ROE vs. Peers

How is HLVTY’s ROE compared to its peers?

Helvetia Holding AG’s ROE is less than Swiss Life Holding AG (19.32%), less than Zurich Insurance Group Ltd (36.04%), less than Ageas SA/NV (19.13%), less than Talanx AG (25.67%), less than Allianz SE (18.75%), less than AXA S.A. (24.07%), less than NN Group N.V. (8.86%), less than Aviva plc (6.80%), less than Mapfre, S.A. (12.31%), less than Aegon Ltd. (12.23%),

CompanyROEMarket cap
19.32%$33.71B
36.04%$113.61B
19.13%$17.72B
25.67%$36.04B
18.75%$187.31B
24.07%$99.42B
8.86%$22.61B
6.80%$29.34B
12.31%$13.75B
12.23%$12.47B

Build a custom stock screener for Helvetia Holding AG (HLVTY) 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 (HLVTY) 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 (HLVTY)?

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

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

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

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