Helvetia Holding AG Long-term Investment Intensity

Latest as of June 2025: 77.3%

Helvetia Holding AG long-term investment intensity. 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. See Helvetia Holding AG current assets vs equity to evaluate short-term liquidity relative to the company's equity base.

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

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

Long-term investment intensity of Helvetia Holding AG from 2013 to 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. See Helvetia Holding AG liquidity coverage in days to measure how many days the company can operate on defensive assets alone.

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

Helvetia Holding AG long-term investment intensity by year from 2013 to 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. For the complete balance sheet picture, see HELN asset base.

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