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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 2018-07-27 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's net profit increased 17% to CHF 11.5 mn in the first half
Earnings Release Classification · 100% confidence The document is a 'Media Release' detailing the financial performance of Bellevue Group for the 'first half of 2018'. It explicitly mentions key financial metrics like net profit, operating profit, assets under management (AuM), and provides a business outlook. This content structure—a summary of results for a period shorter than a year (six months)—is characteristic of an Interim/Quarterly Report (IR). Although it is a press release announcing the results, the length (11,809 characters) and the depth of the financial detail suggest it contains the core information of the report itself, rather than just a brief announcement of publication (which would suggest RPA or RNS). Since it covers a period shorter than a year, it is classified as an Interim Report (IR) rather than a full Annual Report (10-K). H1 2018
2018-07-27 English
Bellevue Group reports a net profit of around CHF 11.5 million after tax for the first half year 2018
Earnings Release Classification · 100% confidence The document is an 'Ad-hoc' announcement dated July 18, 2018, reporting preliminary consolidated net profit figures for the 'first half year 2018' (CHF 11.5 million). It explicitly states that the 'complete half-year report 2018 will be published on July 27, 2018.' Since this document is a preliminary announcement of results for a period shorter than a year, it aligns with the definition of an Earnings Release (ER) or potentially an Interim Report (IR). However, because it is a very brief, preliminary announcement focusing only on the key profit figure and explicitly pointing to a future, complete report, it functions primarily as an Earnings Release (ER) announcing the key results ahead of the full filing. Given the context of preliminary results for a half-year period, ER is the most appropriate fit for this initial disclosure, although IR is also related. Since it is a preliminary announcement of results, ER is chosen over IR (which implies the comprehensive report itself). The document length is short (1985 chars), but it contains the core financial results, making it an ER rather than just an RPA. H1 2018
2018-07-18 English
Bellevue Group AG: Bellevue Group's subsidiary StarCapital has completed its acquisition of Mars Asset Management
M&A Activity Classification · 99% confidence The document is a 'Media Release' announcing the completion of an acquisition: 'Bellevue Group’s subsidiary StarCapital has completed its acquisition of Mars Asset Management'. The key phrase indicating the document type is 'Mergers & Acquisitions' (listed under Key word(s)). This directly corresponds to the M&A Activity category (TAR). The document is a specific announcement about a corporate transaction, not a general regulatory filing or a report itself.
2018-06-28 English
Bellevue Group's subsidiary StarCapital acquires Germany-based Mars Asset Management
M&A Activity Classification · 99% confidence The document is a 'Media release' announcing that Bellevue Group's subsidiary, StarCapital, is planning to acquire Mars Asset Management GmbH. The key phrase indicating the document type is 'Mergers & Acquisitions' in the keywords section and the content explicitly detailing an acquisition plan. This falls under the category of M&A Activity (TAR). The document length is short (2521 chars), but it is the primary announcement of the transaction itself, not just an announcement that a report is forthcoming, thus TAR is more specific than RPA or RNS.
2018-04-26 English
Annual General Meeting of Bellevue Group AG - all resolutions approved
AGM Information Classification · 99% confidence The document explicitly mentions 'Annual General Meeting of Bellevue Group AG' in the title and body. It details that 'all resolutions [were] approved' and lists re-elections of board members and the approval of a dividend. This content directly relates to the proceedings and outcomes of an Annual General Meeting (AGM). Therefore, the appropriate classification is AGM Information (AGM-R). The document length is short (2151 chars), but it is a summary of the meeting results, not just an announcement that a report is forthcoming, making AGM-R more specific than RPA or RNS.
2018-03-20 English
Bellevue Group generates an operating profit exceeding CHF 29 mn - assets under management reach a record high of CHF 12 bn
Earnings Release Classification · 100% confidence The document is a press release dated February 27, 2018, detailing the financial results for the fiscal year 2017 ('Bellevue Group generates an operating profit exceeding CHF 29 mn...'). It explicitly mentions key financial metrics, operating profit, profit after tax, assets under management growth, and proposes a dividend payout at the upcoming Annual General Meeting. This content strongly aligns with an Earnings Release (ER), which provides the initial announcement of periodical financial results and key highlights. Although it discusses the full year, it is presented as a 'Press Release' summarizing the results, rather than the comprehensive '10-K' filing itself. The document also mentions the '2017 annual report can be downloaded,' suggesting this text is the announcement, not the full report. Since it covers the full year's performance, it is more specific than a general Regulatory Filing (RNS) and fits the definition of an Earnings Release (ER) announcing the final results. FY 2017
2018-02-27 English

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