BELLEVUE GROUP AG

KUESNACHT, V8 Investment Advisor How do I update this listing?

Bellevue Group AG is based out of Kuesnacht. Their last reported 13F filing for Q2 2020 included $7,065,908,000 in managed 13F securities and a top 10 holdings concentration of 40.22%. Bellevue Group AG's largest holding is Ionis Phrmacutls with shares held of 8,249,873. Bellevue Group AG has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings, and 4 13G filings

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06/30/2020

13F Activity

  • Market Value $7.066 Billion
  • Prior Market Value $5.157 Billion
  • New Purchases17 stocks
  • Additional Purchases84 stocks
  • Sold out of24 stocks
  • Reduced holdings in52 stocks
  • Top 10 Holdings % 40.22 %
  • Turnover % [1]:19.71%
  • Turnover Alt % [2]: 8.21 %
  • Time Held Top20:2.75 quarters
  • Time Held Top10:3.00 quarters
  • Time Held All:8.78 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 1.57%
Performance Last 4 Quarters: 37.31%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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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
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
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13F Managers

Subsidiaries/Managers included in latest 13F
Name
BB Biotech AG
Bellevue Asset Management AG

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Insider Transactions in the past year

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WhaleScore history for BELLEVUE GROUP AG

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**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
BELLEVUE GROUP AG TRUST PLC RED ORD 1P 2017-01-12 4,548,325 0%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

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