At a glance
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01.01.-30.06.2023 |
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01.01.-30.06.2022 |
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Change |
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Consolidated income statement (in CHF 1'000) |
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Revenues from asset management services |
|
43 330 |
|
54 119 |
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– 19.9% |
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Total operating income |
|
41 253 |
|
46 784 |
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– 11.8% |
|
Total operating expenses |
|
– 28 921 |
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– 27 638 |
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– 4.6% |
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Total operating profit |
|
12 332 |
|
19 146 |
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– 35.6% |
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Group net profit |
|
8 008 |
|
14 276 |
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– 43.9% |
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Cost/Income ratio 1) |
|
70.1% |
|
59.1% |
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– |
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Undiluted/Diluted earnings per share (in CHF) |
|
+0.60 |
|
+1.07 |
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– 43.9% |
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30.06.2023 |
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31.12.2022 |
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Change |
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Asset under management (in CHF million) |
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Total managed assets |
|
8 132 |
|
9 413 |
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– 13.6% |
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Net new money (1.1. to 30.6.) |
|
– 469 |
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– 326 |
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– 43.9% |
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Consolidated balance sheet (in CHF 1'000) |
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Total assets |
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145 584 |
|
185 211 |
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– 21.4% |
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Total liabilities |
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29 323 |
|
51 324 |
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– 42.9% |
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Total shareholders' equity |
|
116 261 |
|
133 887 |
|
– 13.2% |
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Equity per share (in CHF) |
|
8.64 |
|
9.95 |
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– 13.2% |
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Return on equity annualized (1.1. to 30.6.) 2) |
|
14.8% |
|
25.2% |
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– |
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Staff (FTE) |
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Number of staff at cutoff date |
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101.5 |
|
96.9 |
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+4.7% |
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Share price |
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Share price of Bellevue Group registered shares (in CHF) |
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26.55 |
|
37.40 |
|
– 29.0% |
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Low / High (in CHF, 1.1. to 30.6.) 3) |
|
25.30 / 40.90 |
|
30.80 / 43.70 |
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Market capitalization (in CHF million) |
|
357 |
|
503 |
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– 29.0% |
1) Defined as: operating expenses/operating income
2) Based on group net profit and average shareholders' equity after deduction of the respective dividend
3) End of day prices