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Bâloise Holding AG — Investor Relations & Filings

Ticker · BALN ISIN · CH0274804845 LEI · 529900G5XKBZN48T6283 SW Financial and insurance activities
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Filings indexed 365 across all filing types
Latest filing 2024-10-29 M&A Activity
Country CH Switzerland
Listing SW BALN

About Bâloise Holding AG

https://www.baloise.com/en/home.html

Bâloise Holding AG is a provider of insurance and financial solutions. The company's core activities encompass a broad spectrum of non-life and life insurance products, pension solutions, asset management, and banking services. Its non-life segment includes property, casualty, accident, health, liability, and transportation insurance. The life insurance offerings cater to both individuals and groups. Bâloise serves a diverse client base, including private individuals and small to medium-sized enterprises. The group focuses on delivering integrated and innovative solutions that extend beyond traditional insurance, aiming to provide comprehensive security and financial planning for its customers.

Recent filings

Filing Released Lang Actions
Baloise sells FRIDAY portfolio
M&A Activity Classification · 99% confidence The document is an 'Ad-hoc' announcement dated October 29, 2024, detailing the disposal of the FRIDAY portfolio to Allianz Direct Versicherungs-AG. It explicitly mentions being a 'Release of an ad hoc announcement pursuant to Art. 53 LR (SIX) and pursuant to Art. 16 KR (BX)' and contains information about a significant corporate transaction (disposal/sale) and its financial impact (one-off negative impact on earnings). This type of material corporate event disclosure, which is not a standard periodic report (like 10-K or IR) or a specific shareholder/management action (like DIRS or DEF 14A), typically falls under general regulatory announcements. Since it is a specific, material corporate action announcement that doesn't fit the other specialized categories (like M&A/TAR, which is usually for bids/mergers, not portfolio sales), the most appropriate general category for significant, non-standard regulatory disclosures is Regulatory Filings (RNS). It is too detailed to be a simple RPA, and it is not a formal financial report.
2024-10-29 English
Baloise vend son portefeuille FRIDAY
Regulatory Filings Classification · 100% confidence The document is an "Annonce événementielle" (Ad Hoc Announcement) from Baloise Holding AG, dated 29.10.2024. The core content describes the sale of its FRIDAY insurance portfolio to Allianz Direct Versicherungs-AG. This action constitutes a significant corporate transaction related to the company's strategy and structure, specifically involving the divestiture of a business segment. This fits best under the category of M&A Activity (TAR), as it is the sale/divestiture of a business unit/portfolio. Although it is an announcement, the content is substantive regarding the transaction itself, not just announcing the publication of a report (which would be RPA/RNS). Since it is a major transaction/divestiture, TAR is the most appropriate specific code.
2024-10-29 French
Baloise sells FRIDAY portfolio
Regulatory Filings Classification · 100% confidence The document is an 'Ad hoc announcement pursuant to Art. 53 LR' detailing the sale of Baloise's FRIDAY portfolio to Allianz Direct Versicherungs-AG. This announcement concerns a significant corporate transaction (disposal/divestiture) which impacts the company's structure and future strategy. This type of material event disclosure, especially when related to M&A or major asset changes, falls under the scope of significant corporate actions. Since there is no specific code for 'Divestiture' or 'M&A Announcement' that perfectly captures a unilateral sale (TAR is for Merger/Takeover bids), and given that this is a major, non-routine corporate event disclosure, it is best classified as a general Regulatory Filing (RNS) or potentially M&A Activity (TAR). However, TAR is defined as 'merger proposals or takeover bids'. Since this is a disposal, and it is a mandatory regulatory disclosure (Art. 53 LR), RNS is the most appropriate fallback for significant, non-standard announcements not covered by specific financial reports (10-K, ER, IR) or governance documents. Given the nature of the transaction (sale of a business unit), it is a significant corporate event disclosure, fitting the general regulatory announcement category.
2024-10-29 English
Baloise verkauft FRIDAY-Portfolio
Regulatory Filings Classification · 100% confidence The document is titled 'Ad hoc-Mitteilung gemäss Art. 53 KR' (Ad hoc announcement according to Art. 53 KR) and announces the sale of the FRIDAY portfolio by Baloise Holding AG to Allianz Direct Versicherungs-AG. This is a material, non-public event disclosure required by stock exchange regulations (SIX/BX). Since it is an announcement of a significant corporate transaction (a sale/divestiture), it falls under the category of M&A Activity (TAR). Although it is an ad-hoc release, the core subject matter is a takeover/sale proposal, making TAR more specific than the general Regulatory Filing (RNS). The document length is moderate (4545 chars), but the content is the primary disclosure, not just an announcement that a report is attached.
2024-10-29 German
Baloise launches its refocusing strategy, raises the payout rate and aims for a return on equity of between 12 per cent and 15 per cent
Regulatory Filings Classification · 99% confidence The document is an 'Ad-hoc' announcement released on September 12, 2024, detailing a new 'refocusing strategy,' new financial targets (ROE 12-15%), and changes to shareholder policy (higher payout rate, share buy-backs). It explicitly mentions that the company is launching this strategy at 'today’s investor update' and provides links to download the 'presentation for the investor update' and notes important dates for the 'financial results for the first half of 2024' and 'Q3 2024 interim statement'. Since the document itself is an announcement about strategic changes and future reports, and it points to an accompanying presentation for investors, the most fitting classification is Investor Presentation (IP), as it serves as a high-level strategic communication to investors, even though it's framed as an ad-hoc release. It is not the full financial report (10-K or IR), nor is it just a simple dividend announcement (DIV) or earnings release (ER). It is a strategic update often delivered via a presentation.
2024-09-12 English
Baloise se développe dans l’attrayant segment non-vie et réalise un bénéfice satisfaisant malgré une charge de sinistres élevée
Earnings Release Classification · 100% confidence The document is titled "Les comptes semestriels en bref" (Half-year accounts in brief) and explicitly reports financial results for the "1er semestre 2024" (First half of 2024) compared to the previous year. It contains detailed financial metrics like 'Bénéfice actionnarial' (Shareholder profit), 'Volume d’affaires' (Business volume), EBIT, and segment performance (Non-vie, Vie). This content structure is characteristic of a comprehensive financial report covering a period shorter than a full year. Therefore, it aligns best with the definition of an Interim / Quarterly Report (IR). It is not a brief announcement (ER) because it contains extensive detail and tables, nor is it the Annual Report (10-K). H1 2024
2024-09-12 French

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