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Bellevue Group AG (XSWX:BBN) Equity-to-Asset : 0.79 (As of Dec. 2023)


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What is Bellevue Group AG Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Bellevue Group AG's Total Stockholders Equity for the quarter that ended in Dec. 2023 was CHF122.47 Mil. Bellevue Group AG's Total Assets for the quarter that ended in Dec. 2023 was CHF155.54 Mil. Therefore, Bellevue Group AG's Equity to Asset Ratio for the quarter that ended in Dec. 2023 was 0.79.

The historical rank and industry rank for Bellevue Group AG's Equity-to-Asset or its related term are showing as below:

XSWX:BBN' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.34   Med: 0.46   Max: 0.79
Current: 0.79

During the past 13 years, the highest Equity to Asset Ratio of Bellevue Group AG was 0.79. The lowest was 0.34. And the median was 0.46.

XSWX:BBN's Equity-to-Asset is ranked worse than
53.59% of 1726 companies
in the Asset Management industry
Industry Median: 0.83 vs XSWX:BBN: 0.79

Bellevue Group AG Equity-to-Asset Historical Data

The historical data trend for Bellevue Group AG's Equity-to-Asset can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Bellevue Group AG Equity-to-Asset Chart

Bellevue Group AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.51 0.70 0.65 0.72 0.79

Bellevue Group AG Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
Equity-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.65 0.75 0.72 0.80 0.79

Competitive Comparison of Bellevue Group AG's Equity-to-Asset

For the Asset Management subindustry, Bellevue Group AG's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Bellevue Group AG's Equity-to-Asset Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Bellevue Group AG's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Bellevue Group AG's Equity-to-Asset falls into.



Bellevue Group AG Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Bellevue Group AG's Equity to Asset Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Equity to Asset (A: Dec. 2023 )=Total Stockholders Equity/Total Assets
=122.468/155.543
=0.79

Bellevue Group AG's Equity to Asset Ratio for the quarter that ended in Dec. 2023 is calculated as

Equity to Asset (Q: Dec. 2023 )=Total Stockholders Equity/Total Assets
=122.468/155.543
=0.79

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Bellevue Group AG  (XSWX:BBN) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Bellevue Group AG Equity-to-Asset Related Terms

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Bellevue Group AG (XSWX:BBN) Business Description

Traded in Other Exchanges
Address
Seestrasse 16, Kusnacht, Zurich, CHE, CH-8700
Bellevue Group AG is a Switzerland based company operating in the finance industry. It is principally engaged in the field of asset management and wealth management. The business operates in one segment. The segment consists of the operating business units Bellevue Asset Management, StarCapital and Bellevue Private Markets. It has a clear focus on managing equity portfolios for selected sector and regional strategies. Bellevue Asset Management has a clear focus on managing equity portfolios for selected sector and regional strategies, based on a fundamental and research-driven stock picking approach («bottom up»). A small part of the product range pursues a holistic asset management approach based on quantitative and experience-driven investment approaches with pronounced anti-cyclicality.