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Significant shareholders
Shareholders Significant shareholders
Significant shareholders of Baloise Holding AG.
Overview

The information available to the Company reveals that the following significant shareholders and shareholder groups linked by voting rights held long-term equity investments in the Company within the meaning of section 663c of the Swiss Code of Obligations (OR) as at 31 December 2023 (figures in per cent):

  (1)  
Shareholders
(in Percent)
Last disclosure date
(as per 12/31/2023)
Quota according to last disclosure Shareholding according to share register as at 31.12.2022

Shareholding according to share register as at 31.12.2023

Share of voting rights as at 31.12.2022 Share of voting rights as at 31.12.2023
Black Rock Inc. 05.09.2017 7.17 <1.0 <1.0 <1.0 <1.0
Chase Nominees Ltd. (2) n/a n/a 4.3 0.0 2.0 0.0
Credit Suisse Funds AG 25.04.2020 3.00 >3.0 >3.0 2.0 2.0
LSV Asset Management 06.07.2013 3.73 0.0 0.0 0.0 0.0
Norges Bank 16.03.2023 3.07 0.0 0.0 0.0 0.0
Nortust Nominees Ltd. (2) n/a n/a 3.4 2.9 0.0 0.0
The Bank of New York Mellon (2) n/a n/a 2.3 2.1 0.0 0.0
UBS Fund Management (Switzerland) AG 14.12.2023 4.99 >3.0 >3.0 2.0 2.0

(1) According to SIX Swiss Exchange (https://www.six-exchange-regulation.com/de/home/publications/significant-shareholders.html)

(2)  Financial intermediaries holding shares at the account of third parties (custodian nominees) are added to the free float in accordance with SIX Exchange Regulation and are considered free float. These shareholder groups are not subject to reporting requirements under stock exchange law. The exercise of voting rights by these administrators requires a nominee conract with the company and the disclosure of the beneficial owners.

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