Helvetia Holding AG
SIX:HELN
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Helvetia Holding AG
Balance Sheet
Balance Sheet Decomposition
Helvetia Holding AG
| Cash & Short-Term Investments | 1.3B |
| PP&E | 1.1B |
| Long-Term Investments | 53.9B |
| Other Assets | 3.9B |
| Insurance Policy Liabilities | 50.3B |
| Long Term Debt | 2.6B |
| Other Liabilities | 3.5B |
Balance Sheet
Helvetia Holding AG
| Dec-2014 | Dec-2015 | Dec-2016 | Dec-2017 | Dec-2018 | Dec-2019 | Dec-2020 | Dec-2021 | Dec-2022 | Dec-2023 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | |||||||||||
| Cash & Cash Equivalents |
2 090
|
1 503
|
943
|
1 260
|
1 238
|
1 305
|
1 849
|
1 859
|
1 460
|
1 893
|
|
| Cash |
0
|
0
|
0
|
0
|
0
|
0
|
0
|
1 725
|
0
|
0
|
|
| Cash Equivalents |
2 090
|
1 503
|
943
|
1 260
|
1 238
|
1 305
|
1 849
|
134
|
1 460
|
1 893
|
|
| Insurance Receivable |
1 282
|
1 316
|
1 214
|
1 199
|
1 416
|
1 552
|
1 878
|
2 136
|
0
|
0
|
|
| Deferred Policy Acquisition Cost |
504
|
468
|
458
|
482
|
489
|
507
|
669
|
752
|
0
|
0
|
|
| PP&E Net |
546
|
496
|
487
|
524
|
490
|
564
|
1 040
|
1 028
|
1 055
|
1 088
|
|
| PP&E Gross |
546
|
496
|
487
|
524
|
490
|
564
|
1 040
|
1 028
|
1 055
|
1 088
|
|
| Accumulated Depreciation |
285
|
306
|
318
|
359
|
357
|
388
|
432
|
477
|
426
|
388
|
|
| Intangible Assets |
257
|
186
|
141
|
90
|
135
|
191
|
813
|
716
|
494
|
453
|
|
| Goodwill |
1 016
|
991
|
1 077
|
1 135
|
1 129
|
1 149
|
1 148
|
1 151
|
1 140
|
1 118
|
|
| Note Receivable |
1 449
|
25
|
22
|
23
|
20
|
22
|
184
|
245
|
120
|
139
|
|
| Long-Term Investments |
46 430
|
47 790
|
49 420
|
52 132
|
51 760
|
54 286
|
60 201
|
59 598
|
51 521
|
52 237
|
|
| Other Long-Term Assets |
23
|
28
|
31
|
30
|
22
|
6
|
31
|
11
|
0
|
0
|
|
| Other Assets |
2 488
|
2 334
|
2 510
|
2 536
|
2 611
|
2 563
|
3 056
|
3 400
|
2 852
|
3 406
|
|
| Total Assets |
55 069
N/A
|
54 145
-2%
|
55 227
+2%
|
58 276
+6%
|
58 181
0%
|
60 996
+5%
|
69 722
+14%
|
69 744
+0%
|
57 500
-18%
|
59 216
+3%
|
|
| Liabilities | |||||||||||
| Insurance Policy Liabilities |
45 334
|
44 762
|
45 769
|
47 926
|
48 130
|
50 056
|
56 184
|
56 578
|
47 427
|
48 791
|
|
| Short-Term Debt |
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
|
| Current Portion of Long-Term Debt |
0
|
0
|
0
|
0
|
0
|
0
|
0
|
33
|
0
|
27
|
|
| Other Current Liabilities |
33
|
32
|
63
|
51
|
34
|
31
|
181
|
233
|
386
|
411
|
|
| Total Current Liabilities |
33
|
32
|
63
|
51
|
34
|
31
|
181
|
265
|
386
|
437
|
|
| Long-Term Debt |
1 777
|
1 772
|
1 642
|
2 261
|
1 577
|
1 534
|
2 289
|
2 073
|
2 081
|
1 966
|
|
| Deferred Income Tax |
878
|
788
|
772
|
818
|
773
|
817
|
874
|
884
|
0
|
0
|
|
| Minority Interest |
54
|
15
|
11
|
19
|
17
|
6
|
488
|
488
|
318
|
304
|
|
| Other Liabilities |
1 383
|
1 436
|
1 468
|
1 291
|
1 869
|
2 025
|
3 020
|
2 754
|
3 353
|
3 906
|
|
| Total Liabilities |
49 460
N/A
|
48 805
-1%
|
49 725
+2%
|
52 366
+5%
|
52 401
+0%
|
54 468
+4%
|
63 035
+16%
|
63 042
+0%
|
53 566
-15%
|
55 404
+3%
|
|
| Equity | |||||||||||
| Common Stock |
1
|
1
|
1
|
1
|
1
|
1
|
1
|
1
|
1
|
1
|
|
| Retained Earnings |
3 655
|
3 656
|
3 753
|
3 939
|
4 102
|
4 165
|
4 046
|
4 329
|
4 515
|
4 486
|
|
| Unrealized Security Profit/Loss |
1 583
|
1 448
|
1 543
|
1 621
|
1 391
|
2 138
|
2 351
|
2 175
|
0
|
0
|
|
| Treasury Stock |
8
|
7
|
8
|
9
|
12
|
12
|
8
|
10
|
13
|
21
|
|
| Other Equity |
378
|
242
|
213
|
358
|
299
|
236
|
297
|
207
|
569
|
653
|
|
| Total Equity |
5 609
N/A
|
5 340
-5%
|
5 502
+3%
|
5 910
+7%
|
5 780
-2%
|
6 528
+13%
|
6 687
+2%
|
6 702
+0%
|
3 934
-41%
|
3 813
-3%
|
|
| Total Liabilities & Equity |
55 069
N/A
|
54 145
-2%
|
55 227
+2%
|
58 276
+6%
|
58 181
0%
|
60 996
+5%
|
69 722
+14%
|
69 744
+0%
|
57 500
-18%
|
59 216
+3%
|
|
| Shares Outstanding | |||||||||||
| Common Shares Outstanding |
49
|
49
|
49
|
49
|
49
|
49
|
53
|
53
|
53
|
53
|
|
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