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Bellevue Group AG — Investor Relations & Filings

Ticker · BBN ISIN · CH0028422100 LEI · 549300K4OOI7NV0BQ816 SW Financial and insurance activities
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Filings indexed 137 across all filing types
Latest filing 2024-12-02 Earnings Release
Country CH Switzerland
Listing SW BBN

About Bellevue Group AG

https://www.bellevue.ch/ch-en/private

Bellevue Group AG is a specialized asset manager focused on specialty investments. The firm's core competencies are concentrated in healthcare, small and mid-sized entrepreneur investments, and other selected growth strategies. It utilizes an active management approach, leveraging deep sector expertise to generate returns for its clients. The company's offerings include a range of investment solutions, such as actively managed funds and exchange-traded funds (ETFs), with a notable emphasis on the global healthcare sector, including biotechnology, pharmaceuticals, and medical technology. A third area of activity includes multi-asset strategies, bonds, and alternatives.

Recent filings

Filing Released Lang Actions
Bellevue expects significantly lower Group net profit compared to prior year
Earnings Release Classification · 100% confidence The document is an 'Ad hoc announcement pursuant to Art. 53 LR' released on December 2, 2024. It provides a preliminary forecast regarding the '2024 annual results,' specifically stating that the Group net profit is expected to be 50-55% lower than 2023. Crucially, it explicitly states, 'The audited annual results for the 2024 financial year will be published on February 25, 2025.' Because this document is a short announcement (3403 chars) that previews results and announces the future publication date of the full report, it fits the definition of a Report Publication Announcement (RPA) rather than the full Earnings Release (ER) or Annual Report (10-K). FY 2024
2024-12-02 English
Bellevue erwartet im Vorjahresvergleich deutlich tieferes Konzernergebnis
Earnings Release Classification · 100% confidence The document is titled 'Ad hoc-Mitteilung gemäss Art. 53 KR' (Ad hoc announcement pursuant to Art. 53 Listing Regulations) and provides preliminary, unaudited guidance on the expected full-year 2024 results ('Jahresabschluss 2024'). It explicitly states that the final audited annual report will be published later ('Die Publikation des geprüften Geschäftsberichtes 2024 erfolgt am 25. Februar 2025'). Because this document is a short, preliminary announcement of financial results (a forecast/update) rather than the comprehensive final report (10-K or IR), it fits best under the Earnings Release (ER) category, which covers initial announcements of periodical financial results (key highlights only). Although it relates to the annual result, it is an early warning/release, not the final 10-K. FY 2024
2024-12-02 German
Moving back to founding location: Bellevue Group is moving back to Theaterstrasse 12 / Sechselautenplatz in Zurich's Bellevue district
Regulatory Filings Classification · 100% confidence The document is a short press release dated November 12, 2024, announcing a corporate event: the Bellevue Group is moving its offices back to its founding location in Zurich in January 2025. It contains general business updates, quotes from the CEO, and contact information. It is not a formal regulatory filing like a 10-K, an earnings release (ER), or a detailed financial report (IR). Since it is a general corporate announcement that doesn't fit the specific categories like Director's Dealing (DIRS), Capital Change (CAP), or Dividend Notice (DIV), it falls best under the general regulatory announcement category, which is RNS (Regulatory Filings), as it is a news release distributed via a service (EQS News Service). Given its short length and nature as a news item, RNS is the most appropriate fallback.
2024-11-12 English
Moving back to founding location: Bellevue Group is moving back to Theaterstrasse 12 / Sechseläutenplatz in Zurich's Bellevue district
Regulatory Filings Classification · 100% confidence The document is a short press release dated 12.11.2024 announcing that Bellevue Group AG is moving its offices back to its founding location in Zurich. It contains general company information, a quote from the CEO, and contact details. It does not contain detailed financial statements (10-K, IR, MRQ), specific voting results (DVA), management changes (MANG), or detailed compensation data (DEF 14A). Since it is a general corporate announcement that doesn't fit into the highly specific categories like Director's Dealing (DIRS), Dividend Notice (DIV), or Capital Change (CAP), it falls best under the general regulatory announcement category, which is RNS (Regulatory Filings), as it is a news release disseminated to the public/regulators about a non-financial operational event.
2024-11-12 English
Rückkehr an Ursprungsstandort: Bellevue Group zieht an Theaterstrasse 12 / Sechseläutenplatz am Bellevue
Regulatory Filings Classification · 100% confidence The document is a short press release from Bellevue Group AG announcing a change in their office location (moving back to Theaterstrasse 12) effective January 2025. It contains general company information, a quote from the CEO, and contact details. It is not a formal financial report (like 10-K or IR), an earnings release (ER), a dividend notice (DIV), or a management discussion (MDA). Since it is a general corporate announcement that doesn't fit the highly specific categories like DIRS, MANG, or CAP, and it is a formal news release format often distributed via regulatory channels, the most appropriate fallback category is Regulatory Filings (RNS), as it serves as a general corporate disclosure.
2024-11-12 German
Bellevue Group reports net profit of CHF 7.4 mn stabilization of assets under management thanks to modest market rebound
Earnings Release Classification · 100% confidence The document is titled 'Bellevue Group reports net profit of CHF 7.4 mn – stabilization of assets under management thanks to modest market rebound' and explicitly states it is an 'Ad hoc announcement pursuant to Art. 53 of the SWX Listing Rules' regarding 'Half-year results for 2024'. This content summarizes key financial metrics (net profit, AUM, operating profit) for a six-month period, which aligns perfectly with the definition of an Interim / Quarterly Report (IR). However, the document concludes by directing the reader to external links to 'view the half-year report and presentation for 2024'. This structure—a brief summary announcement referencing the full report—triggers the 'MENU VS MEAL' rule. Since this is an announcement about the release of the half-year results rather than the comprehensive report itself, it should be classified as a Report Publication Announcement (RPA). The length (11,573 chars) is substantial but the explicit reference to the full report being available elsewhere confirms the announcement nature. H1 2024
2024-07-25 English

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