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Bellevue Group AG is based out of Kuesnacht. Their last reported 13F filing for Q3 2021 included $9,853,974,000 in managed 13F securities and a top 10 holdings concentration of 29.91%. Bellevue Group AG's largest holding is Moderna Inc with shares held of 1,727,349. Bellevue Group AG has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 29 13F filings, and 4 13G filings

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13F Activity

  • Market Value $9.854 Billion
  • Prior Market Value $10.244 Billion
  • New Purchases13 stocks
  • Additional Purchases57 stocks
  • Sold out of7 stocks
  • Reduced holdings in57 stocks
  • Top 10 Holdings % 29.91 %
  • Turnover % [1]:9.09%
  • Turnover Alt % [2]: 6.99 %
  • Time Held Top20:5.35 quarters
  • Time Held Top10:5.90 quarters
  • Time Held All:11.04 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-11-15

Performance for Q3 2021: -6.16%
Performance Last 4 Quarters: 4.15%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
BB Biotech AG
Bellevue Asset Management (UK) Ltd.
Bellevue Asset Management AG

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Insider Transactions in the past year


WhaleScore history for BELLEVUE GROUP AG

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