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Bellevue Group AG
Bellevue Group AG is an independent, specialized asset management firm established in 1993 and headquartered in Zurich, Switzerland. The firm employs approximately 90 professionals across Switzerland, Germany, the UK, and the USA. Bellevue Group AG is recognized as one of Europe's largest healthcare-focused investors, offering a diversified range of active investment solutions to institutional, intermediary, and private clients. Their expertise centers on healthcare, small and mid-cap companies, and growth strategies benefiting from active management in complex or less efficient markets.
Investment Strategy
Bellevue Group AG specializes in active management strategies with a strong focus on healthcare investments, particularly biotech, medtech, and thematic sectors, as well as small and mid-cap companies. Their investment philosophy emphasizes generating lasting value in attractive, fast-growing, and innovative segments of the equity market. The group leverages its more than 30 years of healthcare expertise and employs over 20 specialists in this sector. Bellevue aims for stable, long-term returns and strong capital appreciation via high innovation, strict risk management, and a distinctive entrepreneurial approach.
Latest 13F Filing Activity
Bellevue Group AG filed their most recent 13F report on Jun 30, 2025 disclosing 139 equity positions with a total 13F market value of $5B. The fund increased holdings in Ionis Pharmaceuticals Inc., Akero Therapeutics Inc., Immunocore HLDGS PLC among other positions. Bellevue Group AG reduced exposure to Unitedhealth Group Inc., Argenx SE, Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARGX | ARGENX SE | 6.94% | $314.8M | 571,039 | $159.93 | $551.22 | -$27.8M |
I IONS | IONIS PHARMACEUTICALS INC | 6.84% | $310.3M | 7,853,198 | $57.04 | $39.51 | +$73.3M |
N NBIX | NEUROCRINE BIOSCIENCES INC | 5.04% | $228.8M | 1,820,000 | $85.74 | $125.69 | +$27.5M |
A ALNY | ALNYLAM PHARMACEUTICALS INC | 4.86% | $220.6M | 676,367 | $81.93 | $326.09 | +$13.1M |
A ABT | ABBOTT LABS | 4.69% | $212.7M | 1,564,022 | $90.21 | $136.01 | +$6.3M |
Industry Allocation
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