Helvetia Holding AG Long-term Investment Intensity

Latest as of December 2025: 64.7%

Helvetia Holding AG long-term investment intensity. Helvetia Holding AG (HBAN) has a Long-term Investment Intensity of 64.7% as of December 2025. Long-term investments of CHF94.71 Billion represent 64.7% of total assets of CHF146.46 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Helvetia Holding AG short-term liquidity ratio to evaluate short-term liquidity relative to the company's equity base.

LT Investment Intensity

64.7%
LT Investments / Total Assets

Long-term Investments

CHF94.71 Billion
CHF

Total Assets

CHF146.46 Billion
CHF

Country

Switzerland
SW

Long-term Investment Intensity of Helvetia Holding AG (2021–2025)

Long-term investment intensity of Helvetia Holding AG from 2021 to 2025. This chart shows how Helvetia Holding AG's Long-term Investment Intensity has evolved across 5 annual periods from 2021 to 2025. As of December 2025, the intensity stands at 64.7%, reflecting long-term investments of CHF94.71 Billion against total assets of CHF146.46 Billion CHF. See defensive interval ratio of Helvetia Holding AG to measure how many days the company can operate on defensive assets alone.

Helvetia Holding AG Long-term Investment Intensity by Year (2021–2025)

Helvetia Holding AG long-term investment intensity by year from 2021 to 2025. The table below presents the year-by-year Long-term Investment Intensity for Helvetia Holding AG from 2021 to 2025, covering 5 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see Helvetia Holding AG (HBAN) total assets.

Year LT Investment Intensity LT Investments (CHF) Total Assets Change (pp)
2025 64.7% CHF94.71 Billion CHF146.46 Billion ▼ -5.1 pp
2024 69.7% CHF42.51 Billion CHF60.96 Billion ▲ +4.4 pp
2023 65.3% CHF40.16 Billion CHF61.49 Billion ▲ +0.2 pp
2022 65.2% CHF39.09 Billion CHF59.99 Billion ▼ -10.2 pp
2021 75.3% CHF52.73 Billion CHF70.01 Billion —
pp = percentage points