Latest Bellevue Group AG Stock Portfolio
Bellevue Group AG Performance:
2025 Q3: 9.87%YTD: 7.84%2024: 0.97%
Performance for 2025 Q3 is 9.87%, and YTD is 7.84%, and 2024 is 0.97%.
About Bellevue Group AG and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Bellevue Group AG reported an equity portfolio of $4.8 Billions as of 30 Sep, 2025.
The top stock holdings of Bellevue Group AG are IONS, , RVMD. The fund has invested 8.5% of it's portfolio in IONIS PHARMACEUTICALS INC and 8.4% of portfolio in ARGENX SE.
The fund managers got completely rid off BLUEPRINT MEDICINES CORP (BPMC), BLACK DIAMOND THERAPEUTICS I (BDTX) and VERONA PHARMA PLC (VRNA) stocks. They significantly reduced their stock positions in MODERNA INC (MRNA), MERUS N V (MRUS) and PFIZER INC (PFE). Bellevue Group AG opened new stock positions in AVIDITY BIOSCIENCES INC (RNA), TENET HEALTHCARE CORP (THC) and ICON PLC. The fund showed a lot of confidence in some stocks as they added substantially to TEMPUS AI INC, MOONLAKE IMMUNOTHERAPEUTICS (MLTX) and BIOGEN INC (BIIB).
The top stock holdings of Bellevue Group AG are IONS, , RVMD. The fund has invested 8.5% of it's portfolio in IONIS PHARMACEUTICALS INC and 8.4% of portfolio in ARGENX SE.
The fund managers got completely rid off BLUEPRINT MEDICINES CORP (BPMC), BLACK DIAMOND THERAPEUTICS I (BDTX) and VERONA PHARMA PLC (VRNA) stocks. They significantly reduced their stock positions in MODERNA INC (MRNA), MERUS N V (MRUS) and PFIZER INC (PFE). Bellevue Group AG opened new stock positions in AVIDITY BIOSCIENCES INC (RNA), TENET HEALTHCARE CORP (THC) and ICON PLC. The fund showed a lot of confidence in some stocks as they added substantially to TEMPUS AI INC, MOONLAKE IMMUNOTHERAPEUTICS (MLTX) and BIOGEN INC (BIIB).
Bellevue Group AG Annual Return Estimates Vs S&P 500
Our best estimate is that Bellevue Group AG made a return of 9.87% in the last quarter. In trailing 12 months, it's portfolio return was 2.92%.
New Buys
| Ticker | $ Bought |
|---|---|
| avidity biosciences inc | 93,800,200 |
| tenet healthcare corp | 8,197,130 |
| icon plc | 4,243,220 |
| adaptive biotechnologies cor | 2,520,400 |
| viking therapeutics inc | 1,999,440 |
| avantor inc | 1,289,960 |
| united therapeutics corp del | 1,106,710 |
| brookdale sr living inc | 886,513 |
New stocks bought by Bellevue Group AG
Additions
| Ticker | % Inc. |
|---|---|
| tempus ai inc | 2,015 |
| moonlake immunotherapeutics | 1,068 |
| biogen inc | 948 |
| garmin ltd | 138 |
| madrigal pharmaceuticals inc | 117 |
| centene corp del | 102 |
| bridgebio pharma inc | 95.73 |
| mineralys therapeutics inc | 71.03 |
Additions to existing portfolio by Bellevue Group AG
Reductions
| Ticker | % Reduced |
|---|---|
| moderna inc | -99.25 |
| merus n v | -89.38 |
| pfizer inc | -83.32 |
| uniqure nv | -75.71 |
| insmed inc | -75.12 |
| neogenomics inc | -59.46 |
| doximity inc | -59.3 |
| labcorp holdings inc | -58.94 |
Bellevue Group AG reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| black diamond therapeutics i | -6,779,200 |
| blueprint medicines corp | -36,518,500 |
| arcutis biotherapeutics inc | -336,592 |
| travere therapeutics inc | -270,884 |
| adma biologics inc | -307,749 |
| verona pharma plc | -1,506,380 |
| oculis holding ag | -188,277 |
| metsera inc | -221,910 |
Bellevue Group AG got rid off the above stocks
Sector Distribution
Bellevue Group AG has about 88.7% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 88.7 |
| Others | 11.2 |
Market Cap. Distribution
Bellevue Group AG has about 52.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 48.1 |
| MID-CAP | 25.7 |
| UNALLOCATED | 13.3 |
| SMALL-CAP | 8.2 |
| MEGA-CAP | 4.4 |
Stocks belong to which Index?
About 64.9% of the stocks held by Bellevue Group AG either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 41.1 |
| Others | 35.2 |
| RUSSELL 2000 | 23.8 |
Bellevue Group AG Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Bellevue Group AG
Bellevue Group AG has 148 stocks in it's portfolio. About 49.9% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. IONS was the most profitable stock for Bellevue Group AG last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.00 | 806 | 103,450 | unchanged | 0.00 | ||
| AAPL | apple inc | 0.01 | 1,609 | 409,700 | new | |||
| ABBV | abbvie inc | 0.82 | 170,870 | 39,563,200 | added | 7.02 | ||
| ABC | cencora inc | 0.03 | 4,850 | 1,515,770 | reduced | -39.15 | ||
| ABT | abbott labs | 4.12 | 1,478,560 | 198,039,000 | reduced | -5.46 | ||
| ACLX | arcellx inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADMA | adma biologics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADPT | adaptive biotechnologies cor | 0.05 | 168,476 | 2,520,400 | new | |||
| AFK | vaneck etf trust | 0.03 | 18,500 | 1,413,400 | reduced | -29.39 | ||
| AGIO | agios pharmaceuticals inc | 3.10 | 3,714,740 | 149,110,000 | added | 3.47 | ||
| AKRO | akero therapeutics inc | 2.36 | 2,389,310 | 113,445,000 | added | 20.35 | ||
| ALGN | align technology inc | 0.38 | 144,676 | 18,116,300 | reduced | -4.05 | ||
| ALKS | alkermes plc | 0.00 | 6,594 | 197,820 | new | |||
| ALNY | alnylam pharmaceuticals inc | 4.23 | 446,524 | 203,615,000 | reduced | -33.98 | ||
| AMGN | amgen inc | 0.09 | 14,988 | 4,229,610 | reduced | -37.83 | ||
| AMRX | amneal pharmaceuticals inc | 0.00 | 7,913 | 79,209 | new | |||
| AMZN | amazon com inc | 0.01 | 1,812 | 397,861 | added | 57.57 | ||
| ANNX | annexon inc | 0.33 | 5,157,290 | 15,729,700 | unchanged | 0.00 | ||
| ARQT | arcutis biotherapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVTR | avantor inc | 0.03 | 103,362 | 1,289,960 | new | |||