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What smart money is saying about Sandoz Group Ltd.Switzerland flag

SDZ.SW · Healthcare · Drug Manufacturers - Specialty & Generic · Market cap $34.90B

1 fund in our archive has pitched Sandoz Group Ltd. — most recently Hardman Johnston International Equity Developed Markets in March 2026.

Company profile

Operating globally, Sandoz Group AG specializes in the development, production, and distribution of generic medications and biosimilar products. The company's portfolio includes the creation and sale of finished dosage forms for small molecule pharmaceuticals, often supplied to other entities. Sandoz is also a significant player in the biotechnology sector, providing protein-based products such as biosimilars and offering specialized manufacturing services within this field. Furthermore, it supplies anti-infective products, including active pharmaceutical ingredients (APIs) and intermediates, with a strong emphasis on antibiotics. Established in 1886, Sandoz maintains its headquarters in Rotkreuz, Switzerland.

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Letters

Fund activity · 4 positions

  • HoldsHardman Johnston International Equity Strategy
    June 2026

    Listed in Hardman Johnston International Equity Strategy’s reported holdings.

    Read the letterSandoz Group Ltd.
  • HoldsHardman Johnston International Equity Developed Markets
    June 2026
    Sandoz Group Ltd. Switzerland 6.2 Pharmaceuticals Nov. 2024
    Read the letterSandoz Group Ltd.
  • HoldsHardman Johnston International Equity Developed Markets
    March 2026
    Within Information Technology, ASML Holding NV and STMicroelectronics NV were the strongest contributors, while AstraZeneca PLC and Sandoz Group Ltd. also contributed positively within Healthcare.
    Read the letterSandoz Group Ltd.
  • HoldsHardman Johnston International Equity
    March 2026
    Sandoz delivered a strong 2025, and its initial 2026 guidance was above consensus.
    Read the letterSandoz Group Ltd.

Also mentioned · 1

These funds discuss Sandoz Group Ltd. — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedBaillie Gifford Positive Change
    June 2026
    For example, Sandoz , the manufacturer of generic drugs, provides access to medicine to more than one billion people, and the speciality chemicals company Ecolab enables its customers to save more than 930 billion litres of water
    Read the letterSandoz Group Ltd.

Fund coverage · 1 thesis

  • Hardman Johnston International Equity Developed Markets
    March 2026

    Sandoz Group Ltd. benefits from strong biosimilar growth, margin expansion, and a regulatory shift that should lower development costs.

    Read the full thesis

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