Bellevue Group AG
All 13F Filings
- Location
- Zurich, V8
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,276,933
- Description
- Zurich based planning integrated investment advisor with an international corporate framework and a cycle aware and portfolio focused investment mandate. The approach emphasizes cross border allocation discipline, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through position level governance and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 176 | 5,276,933 | 13F-HR | Bellevue Group AG |
| Q3 2025 | 11/14/2025 | 148 | 4,812,815 | 13F-HR | Bellevue Group AG |
| Q2 2025 | 8/14/2025 | 142 | 4,537,171 | 13F-HR | Bellevue Group AG |
| Q1 2025 | 5/14/2025 | 148 | 4,462,827 | 13F-HR | Bellevue Group AG |
| Q4 2024 | 2/14/2025 | 161 | 5,195,082 | 13F-HR | Bellevue Group AG |
| Q3 2024 | 11/14/2024 | 163 | 6,172,628 | 13F-HR | Bellevue Group AG |
| Q2 2024 | 8/14/2024 | 166 | 6,154,329 | 13F-HR | Bellevue Group AG |
| Q1 2024 | 5/15/2024 | 169 | 6,556,866 | 13F-HR | Bellevue Group AG |
| Q4 2023 | 2/14/2024 | 161 | 6,537,470 | 13F-HR | Bellevue Group AG |
| Q3 2023 | 11/14/2023 | 154 | 6,206,912 | 13F-HR | Bellevue Group AG |
| Q2 2023 | 8/14/2023 | 156 | 7,010,439 | 13F-HR | Bellevue Group AG |
| Q1 2023 | 5/15/2023 | 159 | 6,891,167 | 13F-HR | Bellevue Group AG |
| Q4 2022 | 2/14/2023 | 171 | 7,534,625 | 13F-HR | Bellevue Group AG |
| Q3 2022 | 11/14/2022 | 176 | 6,967,677 | 13F-HR | Bellevue Group AG |
| Q2 2022 | 8/11/2022 | 172 | 7,074,165 | 13F-HR | Bellevue Group AG |
| Q1 2022 | 5/13/2022 | 177 | 8,611,961 | 13F-HR | Bellevue Group AG |
| Q4 2021 | 2/10/2022 | 191 | 9,701,498 | 13F-HR | Bellevue Group AG |
| Q3 2021 | 11/12/2021 | 220 | 9,853,974 | 13F-HR | Bellevue Group AG |
| Q2 2021 | 8/12/2021 | 214 | 10,244,311 | 13F-HR | Bellevue Group AG |
| Q1 2021 | 5/12/2021 | 216 | 9,451,547 | 13F-HR | Bellevue Group AG |
| Q4 2020 | 2/16/2021 | 222 | 8,732,059 | 13F-HR | Bellevue Group AG |
| Q3 2020 | 11/16/2020 | 217 | 7,237,378 | 13F-HR | Bellevue Group AG |
| Q2 2020 | 8/13/2020 | 208 | 7,065,908 | 13F-HR | Bellevue Group AG |
| Q1 2020 | 5/14/2020 | 215 | 5,156,592 | 13F-HR | Bellevue Group AG |
| Q4 2019 | 2/14/2020 | 216 | 6,307,401 | 13F-HR | Bellevue Group AG |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.249 M | 99.5% | 467.6 K | 0 | 467.6 K |
| ETFs | 1.895 K | 0.0% | 0 | 75 | -75 |
| Other | 25.78 K | 0.5% | 0 | 3.442 K | -3.442 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
5,276,933
Holdings
176
QoQ value change ($000)
464,118
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.