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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 2020-01-28 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 Group reports preliminary operating profit of CHF 39 mn and declares a special dividend of CHF 2.75 per share
Earnings Release Classification · 100% confidence The document is an 'Ad-hoc' announcement dated January 28, 2020, reporting 'preliminary operating profit' and proposing a dividend. It explicitly states that the full 'annual report for 2019 will be published on March 3, 2020.' Since this document is an early release of key financial highlights (preliminary results) and not the comprehensive Annual Report (10-K) or a comprehensive Interim Report (IR), it best fits the definition of an Earnings Release (ER). The mention of preliminary results and key figures (operating profit, assets under management) strongly supports this classification, despite the mention of a dividend proposal which could also suggest a DIV filing, but the primary focus is the preliminary financial performance summary. FY 2019
2020-01-28 English
Patrik Gilli appointed as Bellevue Group's Chief Financial Officer
Board/Management Information Classification · 100% confidence The document is a short press release dated December 16, 2019, announcing a specific personnel change: the appointment of Patrik Gilli as the new Chief Financial Officer (CFO) of Bellevue Group, effective immediately. This type of announcement, detailing changes in senior management or the board of directors, directly corresponds to the definition of 'Board/Management Information' (MANG). The document is not a full financial report (10-K, IR), an earnings release (ER), or a proxy statement (DEF 14A/PSI).
2019-12-16 English
Bellevue Group sells Bank to KBL epb - strategic focus on asset management and private market activities
M&A Activity Classification · 95% confidence The document is titled 'News Details' and is released as an 'Ad-hoc' announcement on August 20, 2019, pursuant to 'Art. 53 KR'. The content explicitly details the 'Disposal' of 'Bank am Bellevue' by Bellevue Group to KBL epb. This is a significant corporate action announcement regarding a major business segment change, not a routine financial report (like 10-K or IR) or a standard regulatory filing fallback (RNS). It fits best under Capital/Financing Update (CAP) as it involves the sale of a major asset/division, which impacts capital structure and strategy, or potentially Regulatory Filings (RNS) if the jurisdiction mandates ad-hoc disclosures for such events. Given the specific nature of a major business disposal announcement, which often triggers specific disclosure rules outside of standard periodic reports, and the lack of a perfect fit among the other options, 'RNS' (Regulatory Filings/General Regulatory Announcements) is the most appropriate fallback for a non-periodic, material corporate event disclosure, especially since it is an 'ad hoc announcement'. However, since the event is a 'Disposal' impacting the business structure, 'CAP' (Capital/Financing Update) is also highly relevant. Since this is a major strategic transaction announcement, which is a key driver for regulatory disclosure, and it doesn't fit the specific definitions of M&A (TAR) or Share Issue (SHA), I will classify it as a general Regulatory Announcement (RNS) as it is an ad-hoc disclosure of a material event.
2019-08-20 English
Bellevue Group increased net profit 23% to CHF 14.2 mn - strategic development and execution on course
Earnings Release Classification · 100% confidence The document is explicitly titled 'Media Release' and contains key financial highlights for the 'first half of 2019' (H1 2019), including net profit, operating profit, and assets under management. It discusses results for a period shorter than a year ('half-year results'). This strongly indicates a report covering an interim period. The definitions provided suggest 'Interim / Quarterly Report (Code: IR)' for comprehensive reports shorter than a year. Although this is presented as a 'Media Release' (which might suggest ER or RPA), the content is detailed, covering performance across segments (Asset Management, Bank am Bellevue) and strategic developments, making it more comprehensive than a typical Earnings Release (ER) which usually contains only key highlights. Given the comprehensive nature of the half-year financial review, IR is the most appropriate classification, as it functions as the interim financial report. H1 2019
2019-07-26 English
Bellevue Group successfully closes the acquisition of adbodmer AG - Jan Kollros joins the Group Executive Board
Board/Management Information Classification · 98% confidence The document is an 'Ad-hoc' announcement dated July 19, 2019, detailing the successful closing of an acquisition (Bellevue Group acquiring adbodmer AG) and a related management change (Jan Kollros joining the Group Executive Board). This content directly relates to corporate actions, specifically Mergers & Acquisitions (M&A) and management changes. The primary theme is the acquisition, which maps directly to the 'M&A Activity' category (TAR). While management changes are mentioned, the core event driving the announcement is the transaction itself. The document is short (3566 chars) and is an announcement, not a full report, but TAR is a specific event type, unlike RPA or RNS which are for report publication announcements. Therefore, TAR is the most appropriate classification.
2019-07-19 English
Bellevue Group sells its interest in SIX - proceeds will be used primarily for business development purposes
M&A Activity Classification · 99% confidence The document is labeled as an "Ad-hoc announcement" released on July 12, 2019, pursuant to Art. 53 KR (likely Swiss regulatory code). It details a specific corporate action: the sale of Bellevue Group's interest in SIX Swiss Exchange. This type of material event disclosure, which is not a standard periodic report (like 10-K or IR) or a direct shareholder vote result, typically falls under general regulatory announcements. Since it is a specific, material, non-periodic disclosure that doesn't fit the definitions for M&A (TAR), Capital Change (CAP), or Director's Dealing (DIRS), the most appropriate classification is the general regulatory filing category, RNS (Regulatory Filings), which serves as a fallback for miscellaneous regulatory announcements.
2019-07-12 English

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