Helvetia Holding AG - Asset Resilience Ratio
Helvetia Holding AG (HELN) has an Asset Resilience Ratio of 48.45% as of June 2025. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. Read Helvetia Holding AG total liabilities for a breakdown of total debt and financial obligations.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2012–2024)
This chart shows how Helvetia Holding AG's Asset Resilience Ratio has changed over time. See Helvetia Holding AG shareholders equity for net asset value and shareholders' equity analysis.
Liquid Assets Composition Over Time
This chart breaks down Helvetia Holding AG's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see market value of Helvetia Holding AG.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | CHF0.00 | 0% |
| Short-term Investments | CHF29.10 Billion | 48.45% |
| Total Liquid Assets | CHF29.10 Billion | 48.45% |
Asset Resilience Insights
- Very High Liquidity: Helvetia Holding AG maintains exceptional liquid asset reserves at 48.45% of total assets.
- This level provides strong protection against economic uncertainties but may indicate potential for more aggressive growth investments.
- The company has significant short-term investments, indicating active treasury management.
Helvetia Holding AG Industry Peers by Asset Resilience Ratio
Compare Helvetia Holding AG's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
ageas SA/NV
BR:AGS |
Insurance - Diversified | 57.24% |
|
Alm. Brand
CO:ALMB |
Insurance - Diversified | 0.24% |
|
FG Financial Group
NASDAQ:FGF |
Insurance - Diversified | 4.71% |
|
Vienna Insurance Group AG
VI:VIG |
Insurance - Diversified | 48.85% |
|
UNIQA Insurance Group AG
VI:UQA |
Insurance - Diversified | 45.14% |
|
BB Seguridade Participacoes SA
SA:BBSE3 |
Insurance - Diversified | 43.47% |
|
Porto Seguro S.A
SA:PSSA3 |
Insurance - Diversified | 2.90% |
|
Sun Life Financial Inc.
TO:SLF |
Insurance - Diversified | 6.77% |
Annual Asset Resilience Ratio for Helvetia Holding AG (2012–2024)
The table below shows the annual Asset Resilience Ratio data for Helvetia Holding AG.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-12-31 | 1.11% | CHF678.30 Million ≈ $857.55 Million |
CHF60.96 Billion ≈ $77.07 Billion |
-3.55pp |
| 2023-12-31 | 4.66% | CHF2.76 Billion ≈ $3.49 Billion |
CHF59.22 Billion ≈ $74.87 Billion |
+0.69pp |
| 2022-12-31 | 3.97% | CHF2.38 Billion ≈ $3.01 Billion |
CHF59.99 Billion ≈ $75.85 Billion |
+0.75pp |
| 2021-12-31 | 3.22% | CHF2.25 Billion ≈ $2.85 Billion |
CHF70.01 Billion ≈ $88.51 Billion |
+0.13pp |
| 2020-12-31 | 3.09% | CHF2.17 Billion ≈ $2.75 Billion |
CHF70.31 Billion ≈ $88.89 Billion |
+0.53pp |
| 2019-12-31 | 2.55% | CHF1.57 Billion ≈ $1.98 Billion |
CHF61.31 Billion ≈ $77.51 Billion |
-2.00pp |
| 2018-12-31 | 4.56% | CHF2.65 Billion ≈ $3.35 Billion |
CHF58.18 Billion ≈ $73.56 Billion |
+0.86pp |
| 2017-12-31 | 3.69% | CHF2.15 Billion ≈ $2.72 Billion |
CHF58.28 Billion ≈ $73.68 Billion |
-0.13pp |
| 2016-12-31 | 3.82% | CHF2.11 Billion ≈ $2.67 Billion |
CHF55.23 Billion ≈ $69.82 Billion |
+0.87pp |
| 2015-12-31 | 2.95% | CHF1.60 Billion ≈ $2.02 Billion |
CHF54.14 Billion ≈ $68.45 Billion |
+1.35pp |
| 2014-12-31 | 1.60% | CHF880.70 Million ≈ $1.11 Billion |
CHF55.07 Billion ≈ $69.62 Billion |
-1.27pp |
| 2013-12-31 | 2.87% | CHF1.28 Billion ≈ $1.62 Billion |
CHF44.51 Billion ≈ $56.27 Billion |
+0.37pp |
| 2012-12-31 | 2.50% | CHF1.06 Billion ≈ $1.34 Billion |
CHF42.50 Billion ≈ $53.73 Billion |
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About Helvetia Holding AG
Helvetia Baloise Holding Ltd engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, 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, engineering, and transport; and annuit… Read more