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At a glance

01.01.-30.06.2025

01.01.-30.06.2024

Change

Consolidated income statement (in CHF 1'000)

Revenues from asset management services

26 955

35 104

– 23.2%

Total operating income

25 048

36 443

– 31.3%

Total operating expenses

22 697

25 643

– 11.5%

Total operating profit

2 351

10 800

– 78.2%

Group net profit

185

7 430

– 97.5%

Cost/Income ratio 1)

90.6%

70.4%

Undiluted/Diluted earnings per share (in CHF)

+0.01

+0.56

– 98.2%

30.06.2025

31.12.2024

Change

Asset under management (in CHF million)

Total managed assets

4 816

5 755

– 16.3%

Net new money (1.1. to 30.6.)

– 408

– 1 117

+63.5%

Consolidated balance sheet (in CHF 1'000)

Total assets

147 041

162 271

– 9.4%

Total liabilities

34 507

43 751

– 21.1%

Total shareholders' equity

112 534

118 520

– 5.1%

Equity per share (in CHF)

8.36

8.80

– 5.0%

Return on equity annualized (1.1. to 30.6.) 2)

0.3%

13.7%

Staff (FTE)

Number of staff at cutoff date

84.3

85.6

– 1.5%

Year average number of staff

85.1

88.2

– 3.5%

Share price

Share price of Bellevue Group registered shares (in CHF)

7.62

17.50

– 56.5%

Low / High (in CHF, 1.1. to 30.6.) 3)

7.10 / 14.90

17.00 / 24.20

Market capitalization (in CHF million)

103

236

– 56.5%

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