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. See HELN book value for net asset value and shareholders' equity analysis.

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. Also explore total assets of Helvetia Holding AG for the complete picture of this company's asset base.

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. For market capitalisation and broader financial context, see HELN market cap overview.

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