Bellevue Group AG

Latest Results (18.09.2025):

Bellevue Group AG reported its financial results for the fiscal year 2024, highlighting a challenging market environment with a significant decline in net profit and assets under management. Despite these setbacks, the company remains well-capitalized, debt-free, and has proposed an attractive dividend for shareholders. Bellevue Group AG is optimistic about its strategic initiatives and the outlook for 2025.

Net Profit Decline

The group’s net profit decreased by 40% to CHF 9.2 million in fiscal year 2024, reflecting the challenging market conditions faced during the year.

Reduction in Assets Under Management

Assets under management (AuM) fell by 17% to CHF 5.8 billion, primarily due to client reallocations amidst a difficult investment environment in the healthcare sector.

Attractive Dividend Proposal

Bellevue Group AG has proposed a dividend of CHF 0.70 per share, offering a dividend yield of 6.2%, demonstrating the company’s commitment to shareholder returns despite the financial challenges.

Operational Strengths

The company maintains a well-capitalized and debt-free balance sheet. Additionally, Bellevue Group AG has streamlined its product offerings and launched complementary new products, supported by the appointment of new senior executives from within the organization.

Strategic Milestones and Outlook

In 2024, Bellevue Group AG established a sales subsidiary in Singapore and relocated its head office to Zurich’s Bellevue district. Looking ahead to 2025, the company anticipates attractive investment performance from its core products and plans to further refine its product landscape, investment performance, and sales strategies.