Bellevue Group AG

CIK 0001674546 • 6 13F filings • May 14, 2025 – Aug 14, 2026

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Filer information

Filed by: Bellevue Group AG, Head Legal & Compliance / CFO
Address: THEATERSTRASSE 12, ZURICH, V8, CH-8001
Phone: 41-44-267-72-51
AUM: $5.28B

AUM over time

$4.75B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $4.20B2 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	CL A COM	$7.0M	0.2%Prev: 0.0%	329,492 SH	Increased+98,495 SH
ABBOTT LABORATORIES	COM	$118.2M	2.8%	1,151,635 SH	New
ABBVIE INC	COM	$20.3M	0.5%Prev: 0.6%	93,567 SH	Decreased-41,673 SH
ABIVAX SA	SPONSORED ADS	$117K	0.0%	1,048 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$297K	0.0%	1,500 SH	New
ADAPTIVE BIOTECHNOLOGIES COR	COM	$1.1M	0.0%	76,181 SH	New
ADOBE INC	COM	$292K	0.0%	1,200 SH	New
AGILENT TECHNOLOGIES INC	COM	$76K	0.0%Prev: 0.0%	664 SH	Decreased-142 SH
AGOMAB THERAPEUTICS NV	SPONSORED ADS	$525K	0.0%	50,000 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$590K	0.0%	4,700 SH	New
ALIGN TECHNOLOGY INC	COM	$23.9M	0.6%Prev: 0.5%	139,680 SH	Decreased-11,313 SH
ALKERMES PLC	SHS	$314K	0.0%	8,870 SH	New
ALNYLAM PHARMACEUTICALS INC	COM	$77.6M	1.8%Prev: 4.6%	234,543 SH	Decreased-533,604 SH
ALPHABET INC	CAP STK CL A	$90K	0.0%Prev: 0.0%	314 SH	Decreased-786 SH
AMAZON COM INC	COM	$282K	0.0%Prev: 0.0%	1,353 SH	Increased+453 SH
AMGEN INC	COM	$103.9M	2.5%Prev: 0.6%	295,358 SH	Increased+214,423 SH
ANNEXON INC	COM	$28.6M	0.7%Prev: 0.2%	5,157,290 SH	Increased
APPLE INC	COM	$843K	0.0%	3,320 SH	New
ARGENX SE	SPONSORED ADR	$228.6M	5.4%Prev: 7.7%	313,000 SH	Decreased-265,874 SH
ARROWHEAD PHARMACEUTICALS IN	COM	$97K	0.0%	1,545 SH	New
ASCENDIS PHARMA A/S	SPONSORED ADR	$123K	0.0%Prev: 0.0%	536 SH	Decreased-1,364 SH
ATRIUM THERAPEUTICS INC	COM	$3.5M	0.1%	263,096 SH	New
AXSOME THERAPEUTICS INC.	COM	$538K	0.0%	3,181 SH	New
BECTON DICKINSON & CO	COM	$19.2M	0.5%Prev: 1.8%	121,887 SH	Decreased-222,424 SH
BEONE MEDICINES LTD	SPONSORED ADS	$1.1M	0.0%	3,812 SH	New
BETA BIONICS INC	COM	$723K	0.0%Prev: 0.0%	72,152 SH	Decreased+5,327 SH
BILLIONTOONE INC	CL A	$833K	0.0%	10,554 SH	New
BIOGEN INC	COM	$670K	0.0%Prev: 0.0%	3,653 SH	Increased+3,251 SH
BIONTECH SE	SPONSORED ADS	$1.9M	0.0%Prev: 0.0%	20,851 SH	Increased+12,887 SH
BLACKROCK INC	COM	$433K	0.0%	450 SH	New
BOSTON SCIENTIFIC CORP	COM	$92.0M	2.2%Prev: 4.4%	1,466,894 SH	Decreased-484,126 SH
BP PLC	SPONSORED ADR	$735K	0.0%	15,644 SH	New
BRIDGEBIO ONCOLOGY THERAPEUT	COM NEW	$62K	0.0%	6,982 SH	New
BRIDGEBIO PHARMA INC	COM	$1.9M	0.0%Prev: 0.0%	25,377 SH	Increased+14,977 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.0M	0.0%Prev: 0.0%	17,038 SH	Decreased-8,528 SH
CARDINAL HEALTH INC	COM	$182K	0.0%Prev: 0.1%	863 SH	Decreased-19,913 SH
CARIS LIFE SCIENCES INC	COM	$115K	0.0%	6,418 SH	New
CELLDEX THERAPEUTICS INC NEW	COM NEW	$38.1M	0.9%Prev: 1.2%	1,200,000 SH	Decreased-1,871,615 SH
CENCORA INC	COM	$539K	0.0%Prev: 0.4%	1,716 SH	Decreased-69,644 SH
CENTENE CORP DEL	COM	$8.5M	0.2%Prev: 0.1%	261,066 SH	Increased+174,848 SH
CENTESSA PHARMACEUTICALS PLC	SPONSORED ADS	$359K	0.0%	9,030 SH	New
CERTARA INC	COM	$567K	0.0%Prev: 0.0%	99,442 SH	Decreased+17,702 SH
CISCO SYS INC	COM	$621K	0.0%	8,000 SH	New
COOPER COS INC	COM	$19.5M	0.5%Prev: 0.7%	272,184 SH	Decreased-84,841 SH
CRINETICS PHARMACEUTICALS IN	COM	$119.1M	2.8%	3,280,000 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$239K	0.0%	5,016 SH	New
CVS HEALTH CORP	COM	$6.4M	0.2%Prev: 0.0%	89,363 SH	Increased+57,608 SH
CYTOKINETICS INC	COM NEW	$583K	0.0%Prev: 0.0%	8,841 SH	Increased+5,100 SH
DAMORA THERAPEUTICS INC	COM NEW	$59.5M	1.4%	2,298,000 SH	New
DANAHER CORP DEL	COM	$38.3M	0.9%	202,164 SH	New
DENALI THERAPEUTICS INC	COM	$341K	0.0%	17,766 SH	New
DEXCOM INC	COM	$49.5M	1.2%Prev: 1.6%	788,766 SH	Decreased-275,342 SH
DISC MEDICINE INC	COM	$29.4M	0.7%	459,314 SH	New
EDGEWISE THERAPEUTICS INC	COM	$48.1M	1.1%Prev: 0.7%	1,528,518 SH	Increased+99,589 SH
EDWARDS LIFESCIENCES CORP	COM	$67.2M	1.6%Prev: 1.6%	839,451 SH	Decreased-132,518 SH
ELEVANCE HEALTH INC FORMERLY	COM	$15.4M	0.4%	52,518 SH	New
ELI LILLY & CO	COM	$31.2M	0.7%Prev: 0.8%	33,932 SH	Decreased-9,715 SH
ENCOMPASS HEALTH CORP	COM	$951K	0.0%Prev: 0.4%	9,829 SH	Decreased-163,049 SH
ENLIVEN THERAPEUTICS INC	COM	$91.0M	2.2%	2,320,867 SH	New
EQUINOR ASA	SPONSORED ADR	$742K	0.0%	17,573 SH	New
EXXON MOBIL CORP	COM	$741K	0.0%	4,370 SH	New
GARMIN LTD	SHS	$306K	0.0%Prev: 0.0%	1,321 SH	Increased+471 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$29.7M	0.7%Prev: 0.9%	416,887 SH	Decreased-107,527 SH
GILEAD SCIENCES INC	COM	$163.0M	3.9%Prev: 0.1%	1,169,879 SH	Increased+1,114,857 SH
GLAUKOS CORP	COM	$15.7M	0.4%Prev: 0.1%	145,703 SH	Increased+89,777 SH
GLOBUS MED INC	CL A	$21.3M	0.5%Prev: 0.5%	247,261 SH	Decreased-85,075 SH
HALOZYME THERAPEUTICS INC	COM	$249K	0.0%	3,857 SH	New
HCA HEALTHCARE INC	COM	$17.9M	0.4%Prev: 0.5%	37,765 SH	Decreased-24,042 SH
HUMANA INC	COM	$11.2M	0.3%Prev: 0.2%	64,498 SH	Increased+36,200 SH
IDEXX LABS INC	COM	$50.1M	1.2%Prev: 0.7%	89,131 SH	Increased+12,234 SH
ILLUMINA INC	COM	$2.5M	0.1%Prev: 0.0%	20,223 SH	Increased-7,401 SH
IMMUNOCORE HLDGS PLC	ADS	$84.3M	2.0%Prev: 0.8%	2,796,803 SH	Increased+1,575,009 SH
INCYTE CORP	COM	$46K	0.0%Prev: 2.8%	486 SH	Decreased-2,091,294 SH
INSMED INC	COM PAR $.01	$1.6M	0.0%Prev: 0.3%	10,034 SH	Decreased-140,516 SH
INSPIRE MED SYS INC	COM	$5.1M	0.1%Prev: 0.4%	99,735 SH	Decreased+708 SH
INSULET CORP	COM	$34.3M	0.8%Prev: 1.6%	163,656 SH	Decreased-107,630 SH
INTUITIVE SURGICAL INC	COM NEW	$132.1M	3.1%Prev: 4.7%	286,654 SH	Decreased-139,092 SH
IONIS PHARMACEUTICALS INC	COM	$136.6M	3.2%Prev: 5.3%	1,818,665 SH	Decreased-6,034,533 SH
IQVIA HLDGS INC	COM	$126K	0.0%Prev: 0.2%	740 SH	Decreased-60,328 SH
JADE BIOSCIENCES INC	COM NEW	$49.2M	1.2%	3,501,502 SH	New
JD.COM INC	SPON ADS CL A	$325K	0.0%	11,000 SH	New
JOHNSON & JOHNSON	COM	$29.1M	0.7%Prev: 0.2%	119,102 SH	Increased+52,093 SH
KESTRA MED TECHNOLOGIES LTD	SHS	$2.3M	0.1%Prev: 0.1%	115,590 SH	Decreased-18,171 SH
KRYSTAL BIOTECH INC	COM	$124.5M	3.0%Prev: 0.0%	481,785 SH	Increased+479,135 SH
LABCORP HOLDINGS INC	COM SHS	$75K	0.0%Prev: 0.1%	280 SH	Decreased-27,861 SH
LEGEND BIOTECH CORP	SPONSORED ADS	$649K	0.0%Prev: 0.1%	35,886 SH	Decreased-55,305 SH
LIVANOVA PLC	SHS	$11.8M	0.3%	186,185 SH	New
MADRIGAL PHARMACEUTICALS INC	COM	$1.6M	0.0%Prev: 0.0%	3,040 SH	Increased+1,940 SH
MASIMO CORP	COM	$1.6M	0.0%Prev: 0.3%	8,753 SH	Decreased-61,055 SH
MASTERCARD INCORPORATED	CL A	$550K	0.0%	1,100 SH	New
MCKESSON CORP	COM	$19.3M	0.5%Prev: 0.5%	22,352 SH	Decreased-8,228 SH
MEDLINE INC	COM CL A	$6.1M	0.1%	136,635 SH	New
MEDTRONIC PLC	SHS	$83.0M	2.0%Prev: 1.9%	957,329 SH	Decreased+18,974 SH
MERCK & CO INC	COM	$24.9M	0.6%Prev: 0.5%	206,591 SH	Increased-24,780 SH
METTLER TOLEDO INTERNATIONAL	COM	$45K	0.0%Prev: 0.0%	36 SH	Decreased-6 SH
MICROSOFT CORP	COM	$64K	0.0%Prev: 0.0%	172 SH	Decreased-31 SH
MINERALYS THERAPEUTICS INC	COM	$796K	0.0%Prev: 0.0%	29,374 SH	Increased+12,875 SH
MONTE ROSA THERAPEUTICS INC	COM	$20.6M	0.5%	1,250,000 SH	New
NATERA INC	COM	$6.3M	0.2%Prev: 0.4%	31,694 SH	Decreased-81,525 SH
NEUROCRINE BIOSCIENCES INC	COM	$612K	0.0%Prev: 4.5%	4,646 SH	Decreased-1,815,354 SH
NEWAMSTERDAM PHARMA COMPANY	ORDINARY SHARES	$885K	0.0%Prev: 0.0%	27,661 SH	Increased+5,861 SH
NUVALENT INC	COM	$107.9M	2.6%	1,053,268 SH	New
NVIDIA CORPORATION	COM	$71K	0.0%Prev: 0.0%	408 SH	Decreased-343 SH
OLEMA PHARMACEUTICALS INC	COM	$245K	0.0%	16,443 SH	New
OMADA HEALTH INC	COM	$2.0M	0.0%	157,938 SH	New
ORACLE CORP	COM	$28K	0.0%Prev: 0.0%	191 SH	Decreased-463 SH
ORUKA THERAPEUTICS INC	COM	$24.9M	0.6%	507,008 SH	New
PENUMBRA INC	COM	$4.0M	0.1%Prev: 1.2%	12,267 SH	Decreased-192,250 SH
PFIZER INC	COM	$3.0M	0.1%Prev: 0.1%	107,635 SH	Decreased-13,111 SH
PHREESIA INC	COM	$1.1M	0.0%Prev: 0.2%	130,992 SH	Decreased-245,171 SH
PRAXIS PRECISION MEDICINES I	COM NEW	$566K	0.0%	1,757 SH	New
PRIVIA HEALTH GROUP INC	COM	$4.7M	0.1%Prev: 0.4%	226,703 SH	Decreased-470,605 SH
PROCEPT BIOROBOTICS CORP	COM	$12.6M	0.3%Prev: 0.5%	502,286 SH	Decreased+87,363 SH
PROCTER & GAMBLE CO	COM	$563K	0.0%	3,900 SH	New
PROTAGONIST THERAPEUTICS INC	COM	$1.5M	0.0%Prev: 0.0%	14,447 SH	Increased-3,175 SH
PTC THERAPEUTICS INC	COM	$132K	0.0%Prev: 0.0%	1,935 SH	Decreased-1,865 SH
QIAGEN NV	ORD SHARES	$10K	0.0%	243 SH	New
QUALCOMM INC	COM	$25K	0.0%Prev: 0.0%	197 SH	Decreased-250 SH
QUEST DIAGNOSTICS INC	COM	$26K	0.0%	131 SH	New
RECURSION PHARMACEUTICALS IN	CL A	$14K	0.0%Prev: 0.0%	4,627 SH	Decreased-190,425 SH
REGENERON PHARMACEUTICALS	COM	$215.3M	5.1%Prev: 0.4%	278,674 SH	Increased+250,151 SH
RELAY THERAPEUTICS INC	COM	$77.6M	1.8%Prev: 0.4%	7,795,242 SH	Increased+417,950 SH
RESMED INC	COM	$35.8M	0.9%Prev: 0.8%	159,346 SH	Decreased-6,456 SH
REVOLUTION MEDICINES INC	COM	$150.2M	3.6%Prev: 3.5%	1,544,456 SH	Decreased-2,829,844 SH
RHYTHM PHARMACEUTICALS INC	COM	$88K	0.0%Prev: 0.0%	1,016 SH	Decreased-14,534 SH
ROYALTY PHARMA PLC	SHS CLASS A	$1.8M	0.0%	38,296 SH	New
SCHOLAR ROCK HLDG CORP	COM	$176.2M	4.2%Prev: 1.8%	3,584,573 SH	Increased+1,077,683 SH
SHELL PLC	SPON ADS	$729K	0.0%	7,844 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	0.0%	2,700 SH	New
STERIS PLC	SHS USD	$22.1M	0.5%Prev: 0.6%	99,878 SH	Decreased-10,009 SH
STRUCTURE THERAPEUTICS INC	SPONSORED ADS	$328K	0.0%	6,803 SH	New
STRYKER CORPORATION	COM	$71.4M	1.7%Prev: 4.7%	217,237 SH	Decreased-349,360 SH
SUMMIT THERAPEUTICS INC	COM	$301K	0.0%Prev: 0.0%	15,858 SH	Decreased-51,827 SH
TANGO THERAPEUTICS INC	COM	$50.2M	1.2%	2,400,000 SH	New
TEMPUS AI INC	CL A	$224K	0.0%Prev: 0.0%	4,950 SH	Increased+4,713 SH
TENET HEALTHCARE CORP	COM NEW	$7.2M	0.2%Prev: 0.3%	38,269 SH	Decreased-56,453 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$7.5M	0.2%Prev: 0.0%	250,082 SH	Increased+221,152 SH
THE CIGNA GROUP	COM	$26.2M	0.6%Prev: 0.9%	98,263 SH	Decreased-19,272 SH
THERMO FISHER SCIENTIFIC INC	COM	$31.7M	0.8%Prev: 0.7%	64,412 SH	Decreased+180 SH
TRANSMEDICS GROUP INC	COM	$10.1M	0.2%Prev: 0.3%	101,139 SH	Decreased-72,571 SH
TRAVERE THERAPEUTICS INC	COM	$264K	0.0%Prev: 0.0%	8,899 SH	Decreased-14,201 SH
ULTRAGENYX PHARMACEUTICAL IN	COM	$49.9M	1.2%	2,380,000 SH	New
UNITED THERAPEUTICS CORP DEL	COM	$1.2M	0.0%	2,077 SH	New
UNITEDHEALTH GROUP INC	COM	$40.1M	1.0%Prev: 1.9%	148,203 SH	Decreased-16,539 SH
VANECK ETF TRUST	GOLD MINERS ETF	$528K	0.0%Prev: 0.0%	5,750 SH	Decreased-20,450 SH
VAXCYTE INC	COM	$69.2M	1.6%Prev: 0.0%	1,190,697 SH	Increased+1,179,407 SH
VEEVA SYS INC	CL A COM	$9.9M	0.2%Prev: 0.6%	56,517 SH	Decreased-56,733 SH
VERA THERAPEUTICS INC	CL A	$68.8M	1.6%	1,710,771 SH	New
VERTEX PHARMACEUTICALS INC	COM	$304.5M	7.2%Prev: 4.5%	681,908 SH	Increased+268,837 SH
VIRIDIAN THERAPEUTICS INC	COM	$131.6M	3.1%	6,726,144 SH	New
VISA INC	COM CL A	$423K	0.0%	1,400 SH	New
WAVE LIFE SCIENCES LTD	SHS	$38K	0.0%Prev: 0.7%	5,261 SH	Decreased-4,089,197 SH
WAYSTAR HLDG CORP	COM	$6.2M	0.1%Prev: 0.1%	256,139 SH	Increased+111,713 SH
ZIMMER BIOMET HOLDINGS INC	COM	$14.1M	0.3%Prev: 0.7%	155,571 SH	Decreased-135,775 SH
ZOETIS INC	CL A	$63K	0.0%Prev: 0.0%	533 SH	Decreased-2,581 SH

Sold (vs prior filing)

ABBOTT LABS — $206.4M
ADMA BIOLOGICS INC — $335K
AGIOS PHARMACEUTICALS INC — $103.0M
AKERO THERAPEUTICS INC — $50.6M
ALTIMMUNE INC — $5.3M
ARCELLX INC — $197K
ARCUTIS BIOTHERAPEUTICS INC — $558K
ASTRANA HEALTH INC — $5.1M
ASTRAZENECA PLC — $2.9M
AXSOME THERAPEUTICS INC — $11.2M
BAIDU INC — $184K
BAXTER INTL INC — $15.6M
BEAM THERAPEUTICS INC — $46.8M
BEIGENE LTD — $9.6M
BELLRING BRANDS INC — $104K
BIO RAD LABS INC — $5.2M
BIOHAVEN LTD — $49.1M
BIOMARIN PHARMACEUTICAL INC — $26.0M
BLACK DIAMOND THERAPEUTICS I — $4.2M
BRIGHTSPRING HEALTH SVCS INC — $4.4M
… and 28 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001104659-26-016360	$5.28B	View
Nov 14, 2025	Q3 2025	13F-HR	0001104659-25-112697	$4.81B	View
Aug 14, 2026	Q2 2026