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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 2021-07-29 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's bottom-line profit quadruples to CHF 22.5 mn - assets under management up 20% to a record high of CHF 14.4 bn
Earnings Release Classification · 100% confidence The document is explicitly titled 'Ad-hoc announcement pursuant to Art. 53 of the SWX Listing Rules' and details the 'Results for the first half of 2021'. It provides key financial metrics (Operating income, net profit, assets under management) and commentary typical of a periodic financial update, but it is presented as an immediate release (Ad-hoc) summarizing the period's performance rather than the comprehensive report itself. The mention of 'first half of 2021' strongly indicates a report covering a period shorter than a year. This aligns perfectly with the definition of an Interim / Quarterly Report (IR). It is not a full Annual Report (10-K), nor is it merely an announcement of a report (RPA), as it contains substantial content summarizing the results. H1 2021
2021-07-29 English
Bellevue Group will expect to report higher half-year profits - material increase in average assets under management
Earnings Release Classification · 100% confidence The document is explicitly titled 'Ad-hoc announcement pursuant to Art. 53 of the SWX Listing Rules' and provides preliminary results for the 'first half of 2021' (half-year results). It announces expected higher profits and key metrics but explicitly states that the 'Detailed results for the first half of 2021 will be published on July 29, 2021.' This structure—a preliminary announcement of results before the full report is due—is characteristic of an Earnings Release (ER) or, given the context of a half-year report preview, an Interim Report (IR) preview. Since it only contains highlights and projections, not the full financial statements, it aligns best with an Earnings Release (ER) which is the initial announcement of periodical financial results. It is not the full Interim Report (IR) itself, nor is it a Call Transcript (CT) or a full Annual Report (10-K). H1 2021
2021-05-19 English
Annual General Meeting of Bellevue Group AG - all proposals approved
AGM Information Classification · 99% confidence The document explicitly mentions 'Annual General Meeting of Bellevue Group AG' in the title and body. It details the approval of proposals, re-election of directors, and the declaration of dividends (CHF 1.50 per share and a special dividend of CHF 2.50 per share). This content directly relates to the proceedings and outcomes of an Annual General Meeting. Therefore, the appropriate classification is AGM-R (AGM Information). The document is a summary/release about the AGM, not the presentation materials themselves, but AGM-R is the most specific fit among the options provided for AGM outcomes.
2021-03-23 English
Bellevue Group increases bottom-line profit by 59% to CHF 22.3 mn - assets under management reach a new record high of CHF 12 bn
Earnings Release Classification · 98% confidence The document is explicitly titled as an 'Ad-hoc' announcement released on March 2, 2021, detailing the '2020 annual results' for Bellevue Group AG. It contains key financial highlights for the full year 2020, including operating income, net profit (CHF 22.3 mn), assets under management (CHF 12 bn), and proposals for dividends to be presented at the upcoming Annual General Meeting (scheduled for March 23, 2021). This content structure—a summary of full-year performance released before the formal 10-K filing—is characteristic of an Earnings Release (ER). Although it covers annual results, it is presented as a press release ('Media Release') announcing the key figures, rather than the comprehensive, audited 10-K document itself. The document also mentions the '2020 annual report can be viewed online,' confirming this is the announcement, not the full report. Therefore, 'ER' (Earnings Release) is the most appropriate classification for this preliminary announcement of annual financial performance. FY 2020
2021-03-02 English
Bellevue expands its product offering in the field of private equity
Fund Information / Factsheet Classification · 99% confidence The document is explicitly titled 'Media Release' and announces the launch of a new product offering ('BB Entrepreneur Private strategy') in the private equity field. It details the expansion of services and the structure of the new investment vehicle. This type of announcement, focusing on a new product or strategic business development rather than routine financial reporting (like 10-K, ER, or IR), fits best under a general corporate action or announcement category. Since there is no specific category for 'Product Launch' or 'Business Strategy Update,' and it is not a standard regulatory filing like 10-K or a specific financial report, it is classified as a general Regulatory Filing (RNS) as a catch-all for significant corporate news that doesn't fit the other specific codes. It is not a proxy statement (DEF 14A), earnings release (ER), or a report publication announcement (RPA) because it is the primary announcement of the event itself, not just a notice that a report is available.
2021-02-03 English
Bellevue Group expects approx. 60% higher provisional group net profit of over CHF 22 mn - Proposal of a special dividend of CHF 2.50
Notice of Dividend Amount Classification · 99% confidence The document is an 'Ad-hoc' announcement released on January 29, 2021, providing 'provisional' annual results for 2020, including expected net profit, operating results, and proposals for ordinary and special dividends. Crucially, it states: 'The publication of the Annual Report 2020 will take place on March 2, 2021.' This indicates the document is an early release of key financial highlights and dividend decisions, not the comprehensive Annual Report (10-K) or the full Interim Report (IR). It fits the definition of an Earnings Release (ER), which covers initial announcements of periodical financial results (key highlights only). It also mentions the upcoming Annual General Meeting (AGM) and dividend proposals, but the primary content is the preliminary financial performance summary.
2021-01-29 English

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