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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 2022-12-19 Regulatory Filings
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 expands its Private Markets franchise
Regulatory Filings Classification · 99% confidence The document is a 'Media Release' dated December 19, 2022, announcing the recruitment of an experienced private equity secondaries team and the expansion of Bellevue's Private Markets franchise. This content details changes in senior personnel (Steven Kroese, Lars Honegger, Chris Davies) joining the investment team. According to the definitions, announcements of changes in the company's board of directors or senior management fall under 'Board/Management Information' (MANG). It is not an earnings release, a formal regulatory report (like 10-K or IR), or a dividend notice.
2022-12-19 English
Bellevue baut Private-Markets-Bereich weiter aus
Board/Management Information Classification · 99% confidence The document is a 'Medienmitteilung' (Media Release) dated 19.12.2022, announcing the expansion of Bellevue's Private Markets division by hiring a new Secondaries Team (Steven Kroese, Lars Honegger, Chris Davies) and the planned launch of a new Private Equity Secondaries strategy in early 2023. This content relates to strategic business changes, personnel appointments, and future product launches, rather than a formal regulatory filing like a 10-K, an earnings release (ER), or a dividend announcement (DIV). It is an announcement about management/personnel changes and strategic direction, which aligns best with the Board/Management Information category (MANG), as it details the hiring of key investment personnel who are designated as Managing Partners and members of the Investment Team, impacting management structure and strategy execution. Since it is a press release announcing internal strategic moves and personnel additions, MANG is the most appropriate fit.
2022-12-19 German
Bellevue reports a market related decline in net profit for the first half to CHF 14.3 mn client base stable thanks to acknowledged investment expertise
Earnings Release Classification · 100% confidence The document is explicitly titled as an 'Ad hoc announcement pursuant to Art. 53 of the SWX Listing Rules' and details the 'H1 2022 results' (First Half 2022 results). It provides key financial highlights (net profit, operating income, AUM changes) for a six-month period, which strongly indicates a periodic financial report, but it is presented as a press release announcing those results, not the comprehensive report itself. The text mentions that the 'half-year report 2022 and presentation material can be downloaded' from external links. According to Rule 2 (The 'MENU VS MEAL' Rule), a short announcement pointing to the full report should be classified as a Report Publication Announcement (RPA). Since this is an announcement of the H1 results, it fits the description of an Interim/Quarterly Report announcement, but the structure and explicit mention of downloading the 'half-year report' makes RPA the most accurate classification based on the provided definitions, as it is an announcement about the publication of a report. However, given the content is the actual summary of the interim results, 'Interim / Quarterly Report' (IR) is also a strong candidate if the document is considered the primary disclosure of the period's performance, even if it's in press release format. Since it contains detailed financial figures and management commentary for the half-year, it functions as the primary disclosure, making IR more appropriate than RPA, which is usually a very brief notice of publication. The content is too detailed for a simple RPA. H1 2022
2022-07-28 English
Bellevue reports a market related decline in net profit for the first half to CHF 14.3 mn – client base stable thanks to acknowledged investment expertise
Earnings Release Classification · 100% confidence The document is explicitly titled as an "Ad hoc announcement pursuant to Art. 53 LR" and discusses the "H1 2022 results" (Half Year 2022 results). It provides detailed financial figures (net profit, operating income, assets under management) and management commentary for the first half of the year. This content structure—a comprehensive financial review for a period shorter than a year—is characteristic of an Interim/Quarterly Report. Although it is presented as an 'ad hoc announcement' (which might suggest RPA or RNS), the length (12,458 chars) and the depth of the financial data indicate it is the report itself, not just a notice of publication. Therefore, the most appropriate classification is Interim / Quarterly Report (IR). H1 2022
2022-07-28 English
Bellevues Halbjahresgewinn marktbedingt auf CHF 14.3 Mio. reduziert – stabile Kundenbasis dank anerkannter Anlageexpertise
Earnings Release Classification · 100% confidence The document is titled "Ad hoc-Mitteilung gemäss Art. 53 KR" (Ad hoc announcement according to Art. 53 KR) and explicitly discusses the "Halbjahresabschluss 2022" (Half-Year Financial Report 2022). It provides detailed financial figures (profit, assets under management, revenues, costs) for the first half of the year. This content structure—a comprehensive financial summary for a period shorter than a year—aligns perfectly with the definition of an Interim / Quarterly Report (IR). Although it is presented as an ad-hoc announcement, the core content is the detailed half-year financial performance, making 'IR' the most accurate classification for the substance of the filing, rather than just 'RPA' or 'RNS'. The length (11,896 chars) also suggests it contains substantial content, not just a brief pointer to a report. H1 2022
2022-07-28 German
Successful closing of Bellevue Entrepreneur Private Strategy Bellevue Private Markets segment continues to grow
Fund Information / Factsheet Classification · 99% confidence The document is a 'Media release' announcing the 'Successful closing of Bellevue Entrepreneur Private Strategy'. It details fundraising activities, capital commitments received from investors, the final closing amount (CHF 63 mn), and the investment focus. This content directly relates to the company raising capital or announcing financing activities. Therefore, it fits the definition of 'Capital/Financing Update' (CAP). It is not a formal regulatory report like 10-K or IR, nor is it a general announcement of a report (RPA/RNS), but rather the substantive news about the financing event itself.
2022-06-20 English

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