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At a glance

01.01.-30.06.2026

01.01.-30.06.2025

Change

Consolidated income statement (in CHF 1'000)

Revenues from asset management services

24 644

26 955

– 8.6%

Total income

26 151

25 048

+4.4%

Total operating expenses

21 478

22 697

– 5.4%

Total operating profit

4 673

2 351

+98.8%

Group net profit

1 769

185

n.m.

Cost/Income ratio 1)

82.1%

90.6%

Undiluted/Diluted earnings per share (in CHF)

+0.13

+0.01

n.m.

30.06.2026

31.12.2025

Change

Asset under management (in CHF million)

Total managed assets

4 801

5 257

– 8.7%

Net new money (1.1. to 30.6.)

– 488

– 408

– 19.5%

Consolidated balance sheet (in CHF 1'000)

Total assets

151 081

155 563

– 2.9%

Total liabilities

34 257

38 592

– 11.2%

Total shareholders' equity

116 824

116 971

– 0.1%

Equity per share (in CHF)

8.68

8.80

– 1.4%

Staff (FTE)

Number of staff at cutoff date

69.5

84.3

– 17.6%

Year average number of staff

70.1

85.1

– 17.6%

Share price

Share price of Bellevue Group registered shares (in CHF)

6.84

7.62

– 10.2%

Low / High (in CHF, 1.1. to 30.6.) 2)

6.82 / 12.35

7.10 / 14.90

Market capitalization (in CHF million)

92

103

– 10.2%

1) Defined as: operating expenses/operating income
2) End of day prices