Helvetia Holding AG
Helvetia Baloise Holding AG 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 annuity… Read more
Helvetia Holding AG (HELNF) - Total Assets
Latest total assets as of June 2025: $60.05 Billion USD
Based on the latest financial reports, Helvetia Holding AG (HELNF) holds total assets worth $60.05 Billion USD as of June 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
Helvetia Holding AG - Total Assets Trend (2002–2024)
This chart illustrates how Helvetia Holding AG’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
Helvetia Holding AG - Asset Composition Analysis
Current Asset Composition (December 2024)
Helvetia Holding AG's total assets of $60.05 Billion consist of 9.7% current assets and 90.4% non-current assets.
| Asset Category | Amount (USD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 2.3% |
| Accounts Receivable | $269.00 Million | 0.4% |
| Inventory | $0.00 | 0.0% |
| Property, Plant & Equipment | $0.00 | 0.0% |
| Intangible Assets | $446.00 Million | 0.7% |
| Goodwill | $1.12 Billion | 1.8% |
Asset Composition Trend (2002–2024)
This chart illustrates how Helvetia Holding AG's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Helvetia Holding AG's current assets represent 9.7% of total assets in 2024, an increase from 0.9% in 2002.
- Cash Position: Cash and equivalents constituted 2.3% of total assets in 2024, up from 0.9% in 2002.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 1.0% of total assets, an increase from 0.0% in 2002.
- Asset Diversification: The largest asset category is goodwill at 1.8% of total assets.
Helvetia Holding AG Competitors by Total Assets
Key competitors of Helvetia Holding AG based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Union Insurance Co Ltd
TW:2816
|
Taiwan | NT$19.37 Billion |
|
SEOUL GUARANTEE INSURANCE
KO:031210
|
Korea | ₩9.39 Trillion |
|
Allianz Malaysia Bhd
KLSE:1163PA
|
Malaysia | RM30.00 Billion |
|
MAA Group Bhd
KLSE:1198
|
Malaysia | RM414.90 Million |
|
A Plus Asset Advisor Co Ltd
KO:244920
|
Korea | ₩496.08 Billion |
|
Tune Protect Group Bhd
KLSE:5230
|
Malaysia | RM1.20 Billion |
|
Alm. Brand A/S
PINK:ABDBY
|
USA | $32.02 Billion |
|
Arch Capital Group Ltd
NASDAQ:ACGL
|
USA | $67.06 Billion |
Helvetia Holding AG - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Lower asset utilization - Helvetia Holding AG generates 0.18x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Moderate ROA - For every $100 in assets, Helvetia Holding AG generates $ 0.79 in net profit.
Helvetia Holding AG - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 2.44 | 0.79 | 0.54 |
| Quick Ratio | 2.44 | 0.79 | 0.54 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | $3.48 Billion | $ -513.60 Million | $ -3.37 Billion |
Helvetia Holding AG - Advanced Valuation Insights
This section examines the relationship between Helvetia Holding AG's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 5.43 |
| Latest Market Cap to Assets Ratio | 0.08 |
| Asset Growth Rate (YoY) | 2.9% |
| Total Assets | $60.96 Billion |
| Market Capitalization | $4.80 Billion USD |
Valuation Analysis
Below Book Valuation: The market values Helvetia Holding AG's assets below their book value (0.08 x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: Helvetia Holding AG's assets grew by 2.9% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Helvetia Holding AG (2002–2024)
The table below shows the annual total assets of Helvetia Holding AG from 2002 to 2024.
| Year | Total Assets | Change |
|---|---|---|
| 2024-12-31 | $60.96 Billion | +2.95% |
| 2023-12-31 | $59.22 Billion | -1.29% |
| 2022-12-31 | $59.99 Billion | -14.31% |
| 2021-12-31 | $70.01 Billion | -0.43% |
| 2020-12-31 | $70.31 Billion | +14.68% |
| 2019-12-31 | $61.31 Billion | +5.38% |
| 2018-12-31 | $58.18 Billion | -0.16% |
| 2017-12-31 | $58.28 Billion | +5.52% |
| 2016-12-31 | $55.23 Billion | +2.00% |
| 2015-12-31 | $54.14 Billion | -1.68% |
| 2014-12-31 | $55.07 Billion | +23.72% |
| 2013-12-31 | $44.51 Billion | +4.74% |
| 2012-12-31 | $42.50 Billion | +8.56% |
| 2011-12-31 | $39.15 Billion | +4.22% |
| 2010-12-31 | $37.56 Billion | +3.23% |
| 2009-12-31 | $36.39 Billion | +7.83% |
| 2008-12-31 | $33.74 Billion | +3.69% |
| 2007-12-31 | $32.54 Billion | +1088.32% |
| 2006-12-31 | $2.74 Billion | +10.38% |
| 2005-12-31 | $2.48 Billion | +21.57% |
| 2004-12-31 | $2.04 Billion | -92.64% |
| 2003-12-31 | $27.72 Billion | +6.36% |
| 2002-12-31 | $26.06 Billion | -- |