Helvetia Holding AG (HELN) — Long-term Investment Intensity

Latest as of June 2025: 77.3%

Helvetia Holding AG (HELN) has a Long-term Investment Intensity of 77.3% as of June 2025. Long-term investments of CHF46.41 Billion represent 77.3% of total assets of CHF60.05 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check Helvetia Holding AG (HELN) liquid assets ratio to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

77.3%
LT Investments / Total Assets

Long-term Investments

CHF46.41 Billion
CHF

Total Assets

CHF60.05 Billion
CHF

Country

Switzerland
SW

Helvetia Holding AG Long-term Investment Intensity (2013–2024)

This chart shows how Helvetia Holding AG's Long-term Investment Intensity has evolved across 12 annual periods from 2013 to 2024. As of June 2025, the intensity stands at 77.3%, reflecting long-term investments of CHF46.41 Billion against total assets of CHF60.05 Billion CHF. For the complete balance sheet picture, see total assets of Helvetia Holding AG.

Annual Long-term Investment Intensity for Helvetia Holding AG (2013–2024)

The table below presents the year-by-year Long-term Investment Intensity for Helvetia Holding AG from 2013 to 2024, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read how much debt does Helvetia Holding AG carry for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (CHF) Total Assets Change (pp)
2024 69.7% CHF42.51 Billion CHF60.96 Billion ▲ +1.9 pp
2023 67.8% CHF40.16 Billion CHF59.22 Billion ▲ +2.3 pp
2022 65.5% CHF39.28 Billion CHF59.99 Billion ▼ -1.6 pp
2021 67.1% CHF46.95 Billion CHF70.01 Billion ▼ -0.5 pp
2020 67.6% CHF47.52 Billion CHF70.31 Billion ▲ +8.0 pp
2019 59.6% CHF36.56 Billion CHF61.31 Billion ▼ -6.1 pp
2018 65.8% CHF38.26 Billion CHF58.18 Billion ▼ -1.0 pp
2017 66.8% CHF38.92 Billion CHF58.28 Billion ▼ -0.5 pp
2016 67.3% CHF37.16 Billion CHF55.23 Billion ▲ +9.1 pp
2015 58.1% CHF31.48 Billion CHF54.14 Billion ▼ -0.2 pp
2014 58.4% CHF32.14 Billion CHF55.07 Billion ▲ +2.3 pp
2013 56.1% CHF24.95 Billion CHF44.51 Billion
pp = percentage points