EG Everest Group, Ltd. Common Stock
$371,58
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 3, 2026
Rango 52S
$302–$401
70% of range
Calificación del Analista
HOLD
27 analysts
Precio Objetivo
$406
+9% upside
P/E (TTM)
5.3
ROE
10.8%
Margen de Beneficio Neto
9.1%
Acerca de Everest Group, Ltd. Common Stock Descripción general de la empresa de Wikipedia
Everest Group, Ltd. is a Delaware-based provider of reinsurance and insurance, operating for close to 50 years through subsidiaries in the U.S., Europe, Singapore, Canada, Bermuda and other territories. Everest offers property, casualty, and specialty insurance and reinsurance through its various operating affiliates located in key markets around the world.
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Everest Group, Ltd. is a Delaware-based provider of reinsurance and insurance, operating for close to 50 years through subsidiaries in the U.S., Europe, Singapore, Canada, Bermuda and other territories. Everest offers property, casualty, and specialty insurance and reinsurance through its various operating affiliates located in key markets around the world.
## History
In 1973, Everest Re Group was founded as Prudential Reinsurance, a subsidiary of Prudential Financial.
In the 1990s, Prudential Financial considered selling or spinning off Prudential Reinsurance. On October 6, 1995, Prudential Reinsurance completed an IPO. The chairman and CEO at that time was Joseph V. Taranto. Prudential Reinsurance was renamed Everest Re in 1996, after Mount Everest. In 2017, Everest Re became a S&P 500 component.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
EG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$371.58
Capitalización Bursátil
$14.79B
P/E (TTM)
5.3
BPA (TTM)
$37.80
Ingresos (TTM)
$17.50B
Rendimiento div.
2.3%
ROE
10.8%
Deuda/Capital
—
Rango 52S
$302 – $401
EG Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$17.50B
2018-12-31
→
2025-12-31
BPA
$37.80
2018-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
9.1%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
EG
Mediana de Pares
P/E (TTM)
5.3
5.5
P/S (TTM) (P/V (TTM))
0.8
1.0
P/B (P/C)
1.0
1.0
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
EG
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
9.1%
19.8%
ROA
2.7%
3.6%
ROE
10.8%
17.7%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
EG
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
EG
Mediana de Pares
Revenue YoY (Ingresos interanuales)
1.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
13.2%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
12.8%
—
EPS YoY (EPS interanual)
18.9%
—
Net Income YoY (Beneficio Neto interanual)
15.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
EG
Mediana de Pares
Payout Ratio (Ratio de Pago)
21.1%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
2.3%
Ratio de Pago
21.1%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 12 de junio de 2026 | $2,0000 |
| 13 de marzo de 2026 | $2,0000 |
| 28 de mayo de 2025 | $2,0000 |
| 17 de marzo de 2025 | $2,0000 |
| 27 de noviembre de 2024 | $2,0000 |
| 16 de septiembre de 2024 | $2,0000 |
| 29 de mayo de 2024 | $2,0000 |
| 18 de marzo de 2024 | $1,7500 |
| 28 de noviembre de 2023 | $1,7500 |
| 18 de septiembre de 2023 | $1,7500 |
| 30 de mayo de 2023 | $1,6500 |
| 15 de marzo de 2023 | $1,6500 |
| 22 de noviembre de 2022 | $1,6500 |
| 23 de agosto de 2022 | $1,6500 |
| 24 de mayo de 2022 | $1,6500 |
| 15 de marzo de 2022 | $1,5500 |
| 30 de noviembre de 2021 | $1,5500 |
| 24 de agosto de 2021 | $1,5500 |
| 25 de mayo de 2021 | $1,5500 |
| 16 de marzo de 2021 | $1,5500 |
EG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
27 analistas
- Compra fuerte 5 18,5%
- Compra 8 29,6%
- Mantener 14 51,9%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
15 analistas · 2026-08-19
Mediana
$400.00
Ahora
$371.58
Mín
$365.00
Máx
$480.00
Objetivo mediano
$400.00
+7,6%
Objetivo medio
$406.47
+9,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.89%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $14.85 | $14.83 | 0.02% |
| 31 de marzo de 2026 | $16.08 | $14.39 | 1.7% |
| 31 de diciembre de 2025 | $13.26 | $13.56 | -0.30% |
| 30 de septiembre de 2025 | $7.54 | $14.82 | -7.3% |
| 30 de junio de 2025 | $17.36 | $15.43 | 1.9% |
| 31 de marzo de 2025 | $6.45 | $7.85 | -1.4% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EG | $25.25B | 9.0 | 1.2% | 9.1% | 10.8% | — |
| RNR | $12.36B | 5.0 | 9.9% | 20.9% | 24.2% | — |
| SPNT | $2.56B | 6.0 | 23.1% | 14.3% | 20.9% | — |
| KG | $79M | 1.3 | 785.1% | 137.2% | 70.3% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $17.50B | $17.28B | $14.59B | $12.06B | $11.87B | $9.60B | $8.23B | $7.36B | $6.62B | $5.79B | $5.68B | $5.68B | |
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | $23M | $23M | |
| Interest Expense | · | · | · | · | · | · | $32M | $31M | $32M | $36M | $36M | $39M | |
| Pretax Income | $1.89B | $1.49B | $2.15B | $588M | $1.55B | $585M | $1.10B | $-242M | $419M | $1.10B | $1.11B | $1.39B | |
| Income Tax | $296M | $120M | $-363M | $-9M | $167M | $71M | $90M | $-331M | $-63M | $104M | $134M | $188M | |
| Net Income | $1.59B | $1.37B | $2.52B | $597M | $1.38B | $514M | $1.01B | $89M | $483M | $996M | $978M | $1.20B | |
| EPS (Basic) | $37.80 | $31.78 | $60.19 | $15.19 | $34.66 | $12.81 | $24.77 | $2.18 | $11.77 | $23.85 | $22.29 | $26.16 | |
| EPS (Diluted) | $37.80 | $31.78 | $60.19 | $15.19 | $34.62 | $12.78 | $24.70 | $2.17 | $11.70 | $23.68 | $22.10 | $25.91 | |
| Shares (Basic) | 41,600,000 | 42,700,000 | 41,300,000 | 38,800,000 | 39,300,000 | 40,000,000 | 40,291 | 40,388 | 40,595 | 41,329 | 43,415 | 45,377 | |
| Shares (Diluted) | 41,600,000 | 42,700,000 | 41,300,000 | 38,800,000 | 39,300,000 | 40,000,000 | 40,420 | 40,586 | 40,843 | 41,628 | 43,795 | 45,802 |
Balance general 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.32B | $1.55B | $308M | $283M | $375M | $350M | $281M | $240M | $635M | $482M | $284M | $437M | |
| Short-term Investments | · | $331M | $2M | $4M | $3M | $1M | $2M | $3M | $1M | $4M | $4M | $14M | |
| Total Assets | $62.51B | $56.34B | $49.40B | $39.97B | $38.19B | $32.71B | $27.32B | $24.75B | $23.56B | $21.32B | $20.55B | $20.82B | |
| Total Liabilities | $47.05B | $42.47B | $36.20B | $31.52B | $28.05B | $22.99B | $18.19B | $16.89B | $15.22B | $13.25B | $12.94B | $12.95B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $696.0K | $694.0K | $692.0K | $691.0K | $689.0K | $686.0K | $683.0K | |
| Paid-in Capital | $3.85B | $3.81B | $3.77B | $2.30B | $2.27B | $2.25B | $2.22B | $2.19B | $2.17B | $2.14B | $2.10B | $2.07B | |
| Retained Earnings | $16.57B | $15.31B | $14.27B | $12.04B | $11.70B | $10.57B | $10.31B | $9.53B | $9.66B | $9.42B | $8.62B | $7.82B | |
| Treasury Stock | $4.91B | $4.11B | $3.91B | $3.91B | $3.85B | $3.62B | $3.42B | $3.40B | $3.32B | $3.27B | $2.89B | $2.49B | |
| AOCI | $-52M | $-1.14B | $-934M | $-2.00B | $12M | $535M | $28M | $-463M | $-161M | $-217M | $-232M | $48M | |
| Stockholders' Equity | $15.46B | $13.88B | $13.20B | $8.44B | $10.14B | $9.73B | $9.13B | $7.86B | $8.34B | $8.08B | $7.61B | $7.45B | |
| Liabilities + Equity | $62.51B | $56.34B | $49.40B | $39.97B | $38.19B | $32.71B | $27.32B | $24.75B | $23.56B | $21.32B | $20.55B | $20.82B | |
| Shares Outstanding | 74,400,000 | 43,000,000 | 43,400,000 | 39,200,000 | 39,300,000 | 40,000,000 | 69,464,000 | 69,202,000 | 69,044,000 | 40,898,864 | 42,694,252 | 44,685,637 |
Flujo de Efectivo 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $61M | $63M | $49M | $45M | $43M | $39M | $34M | $32M | $30M | $26M | $21M | $21M | |
| Deferred Tax | $-42M | $-51M | $-654M | $-90M | $41M | $176M | $80M | $-299M | $51M | $68M | $29M | $22M | |
| Operating Cash Flow | $3.07B | $4.96B | $4.55B | $3.69B | $3.83B | $2.87B | $1.85B | $610M | $1.16B | $1.38B | $1.11B | $1.05B | |
| Investing Cash Flow | $-2.10B | $-4.48B | $-5.90B | $-3.42B | $-3.87B | $-3.68B | $-1.41B | $-280M | $-733M | $-658M | $-681M | · | |
| Stock Issued | $0 | $0 | $1.45B | $0 | $0 | · | · | · | · | $11M | $14M | $18M | |
| Stock Repurchased | $797M | $200M | $0 | $61M | $225M | $200M | $25M | $75M | $50M | $386M | $400M | $500M | |
| Net Stock Activity | $-797M | $-200M | $1.45B | $-61M | $-225M | $-200M | $-25M | $-75M | $-50M | $-376M | $-386M | $-482M | |
| Dividends Paid | $335M | $334M | $288M | $255M | $247M | $249M | $234M | $216M | $207M | $195M | $175M | $146M | |
| Financing Cash Flow | $-1.18B | $-383M | $1.41B | $-359M | $674M | $800M | $-276M | $-317M | $-275M | $-582M | $-573M | · | |
| Net Change in Cash | $-231M | $112M | $38M | $-42M | $639M | $-6M | $152M | $21M | $153M | $198M | $-154M | $-174M | |
| Taxes Paid | $150M | $397M | $196M | $171M | $98M | $-170M | $-149M | $-65M | $165M | $43M | $165M | $153M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.1% | 8.0% | 17.3% | 5.0% | 11.6% | 5.4% | 12.3% | 1.4% | 7.1% | 17.2% | 16.8% | 20.7% | |
| Pretax Margin | 10.8% | 8.6% | 14.8% | 4.9% | 13.0% | 6.1% | 13.4% | -3.1% | 6.1% | 19.0% | 20.7% | 25.0% | |
| ROA | 2.7% | 2.6% | 5.6% | 1.5% | 3.9% | 1.7% | 3.8% | 0.43% | 2.1% | 4.8% | 4.6% | 5.9% | |
| ROE | 10.8% | 9.4% | 20.6% | 7.4% | 13.7% | 5.3% | 11.1% | 1.3% | 5.7% | 12.4% | 13.0% | 16.2% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.2% | 18.5% | 20.9% | 1.6% | 23.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 13.2% | 13.4% | 15.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 18.9% | -47.2% | 296.2% | -56.1% | 170.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 35.5% | -2.8% | 67.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 24.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 15.9% | -45.5% | 321.6% | -56.7% | 168.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 38.6% | -0.15% | 69.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 25.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $17.50B | $17.28B | $14.59B | $12.06B | $11.87B | $9.60B | $8.23B | $7.36B | $6.62B | $5.79B | $5.68B | $5.68B | |
| Net Income TTM | $1.59B | $1.37B | $2.52B | $597M | $1.38B | $514M | $1.01B | $89M | $483M | $996M | $978M | $1.20B | |
| Market Cap | $25.25B | $26.93B | $26.24B | $23.16B | $19.12B | $16.30B | $19.23B | $15.07B | $15.28B | $14.90B | $12.56B | $11.64B | |
| P/E | 9.0 | 11.4 | 5.9 | 21.8 | 7.9 | 18.3 | 11.2 | 100.4 | 18.9 | 9.1 | 8.3 | 6.6 | |
| P/S | 1.4 | 1.6 | 1.8 | 1.9 | 1.6 | 1.7 | 2.3 | 2.0 | 2.3 | 2.6 | 2.2 | 2.0 | |
| P/B | 1.6 | 1.9 | 2.0 | 2.7 | 1.9 | 1.7 | 2.1 | 1.9 | 1.8 | 1.8 | 1.7 | 1.6 | |
| P / Tangible Book | 1.6 | 1.9 | 2.0 | 2.7 | 1.9 | 1.7 | · | · | · | · | · | · | |
| P / Cash Flow | 8.2 | 5.4 | 5.8 | 6.3 | 5.0 | 5.7 | 10.4 | 24.7 | 13.1 | 10.9 | 9.6 | 8.9 | |
| Dividend Yield | 1.3% | 1.2% | 1.1% | 1.1% | 1.3% | 1.5% | 1.2% | 1.4% | 1.4% | 1.3% | 1.4% | 1.2% | |
| Earnings Yield | 11.1% | 8.8% | 17.0% | 4.6% | 12.6% | 5.5% | 8.9% | 1.0% | 5.3% | 10.9% | 12.1% | 15.2% | |
| Payout Ratio | 21.1% | 24.3% | 11.4% | 42.7% | 17.9% | 48.4% | 23.2% | 208.8% | 44.2% | 19.6% | 17.9% | 12.2% | |
| Annual Payout | $335M | $334M | $288M | $255M | $247M | $249M | $234M | $216M | $207M | $195M | $175M | $146M |
Estado de resultados 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.96B | $4.07B | $4.42B | $4.32B | $4.49B | $4.26B | $4.64B | $4.29B | $4.23B | $4.13B | $3.66B | $3.99B | $3.65B | $3.29B | $3.26B | $3.07B | |
| Pretax Income | $683M | $736M | $555M | $269M | $815M | $248M | $-748M | $577M | $832M | $832M | $271M | $725M | $750M | $408M | $568M | $-401M | |
| Income Tax | $124M | $83M | $108M | $14M | $135M | $39M | $-155M | $68M | $108M | $99M | $-533M | $47M | $80M | $43M | $73M | $-82M | |
| Net Income | $559M | $653M | $446M | $255M | $680M | $210M | $-593M | $509M | $724M | $733M | $804M | $678M | $670M | $365M | $495M | $-319M | |
| EPS (Basic) | $14.22 | $16.21 | $10.71 | $6.09 | $16.10 | $4.90 | $-13.59 | $11.80 | $16.70 | $16.87 | $18.99 | $15.63 | $16.26 | $9.31 | $12.73 | $-8.22 | |
| EPS (Diluted) | $14.22 | $16.21 | $10.71 | $6.09 | $16.10 | $4.90 | $-13.59 | $11.80 | $16.70 | $16.87 | $18.99 | $15.63 | $16.26 | $9.31 | $12.74 | $-8.22 | |
| Shares (Basic) | 38,800,000 | 39,800,000 | -83,900,000 | 41,400,000 | 41,800,000 | 42,300,000 | -85,600,000 | 42,600,000 | 42,800,000 | 42,900,000 | -81,000,000 | 42,900,000 | 40,700,000 | 38,700,000 | -77,700,000 | 38,800,000 | |
| Shares (Diluted) | 38,800,000 | 39,800,000 | -83,900,000 | 41,400,000 | 41,800,000 | 42,300,000 | -85,600,000 | 42,600,000 | 42,800,000 | 42,900,000 | -81,000,000 | 42,900,000 | 40,700,000 | 38,700,000 | -77,700,000 | 38,800,000 |
Balance general 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.12B | $1.42B | $1.32B | $1.54B | $1.90B | $1.57B | $1.55B | $1.60B | $1.57B | $1.54B | · | $1.76B | $2.07B | $1.61B | · | $1.68B | |
| Total Assets | $62.17B | $62.34B | $62.51B | $62.24B | $60.52B | $58.13B | $56.34B | $55.86B | $52.56B | $50.94B | · | $46.32B | $44.67B | $41.84B | · | $38.14B | |
| Total Liabilities | $46.74B | $47.05B | $47.05B | $46.86B | $45.50B | $43.99B | $42.47B | $40.53B | $38.38B | $37.31B | · | $35.09B | $33.77B | $32.83B | · | $30.50B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $3.87B | $3.85B | $3.85B | $3.83B | $3.82B | $3.80B | $3.81B | $3.80B | $3.79B | $3.77B | · | $3.76B | $3.75B | $2.29B | · | $2.29B | |
| Retained Earnings | $17.62B | $17.14B | $16.57B | $16.20B | $16.03B | $15.43B | $15.31B | $15.99B | $15.56B | $14.93B | · | $13.54B | $12.94B | $12.34B | · | $11.61B | |
| Treasury Stock | $5.63B | $5.24B | $4.91B | $4.51B | $4.51B | $4.31B | $4.11B | $4.11B | $4.01B | $3.94B | · | $3.91B | $3.91B | $3.91B | · | $3.91B | |
| AOCI | $-432M | $-462M | $-52M | $-154M | $-321M | $-786M | $-1.14B | $-344M | $-1.16B | $-1.12B | · | $-2.17B | $-1.88B | $-1.72B | · | $-2.35B | |
| Stockholders' Equity | $15.43B | $15.29B | $15.46B | $15.38B | $15.02B | $14.14B | $13.88B | $15.34B | $14.18B | $13.63B | $13.20B | $11.23B | $10.90B | $9.01B | $8.44B | $7.65B | |
| Liabilities + Equity | $62.17B | $62.34B | $62.51B | $62.24B | $60.52B | $58.13B | $56.34B | $55.86B | $52.56B | $50.94B | · | $46.32B | $44.67B | $41.84B | · | $38.14B | |
| Shares Outstanding | 74,500,000 | 74,500,000 | 74,400,000 | 74,400,000 | 74,400,000 | 74,400,000 | 74,300,000 | 74,300,000 | 74,300,000 | 74,300,000 | 43,400,000 | 74,200,000 | 74,200,000 | 70,000,000 | 39,200,000 | 69,900,000 |
Flujo de Efectivo 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $22M | $18M | $18M | $17M | $20M | $6M | $14M | $16M | $17M | $16M | $12M | $12M | $13M | $12M | $10M | $11M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $195M | $-53M | |
| Operating Cash Flow | $290M | $649M | $-398M | $1.46B | $1.08B | $928M | $780M | $1.74B | $1.34B | $1.10B | $1.02B | $1.38B | $1.09B | $1.06B | $1.01B | $1.12B | |
| Investing Cash Flow | $-111M | $-88M | $663M | $-1.75B | $-445M | $-569M | $-933M | $-1.53B | $-1.17B | $-849M | $-1.56B | $-1.59B | $-2.00B | $-752M | $-1.22B | $-1.44B | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | |
| Stock Repurchased | $395M | $330M | $397M | $0 | $200M | $200M | $0 | $100M | $65M | $35M | $0 | $0 | $0 | $0 | $1M | $59M | |
| Net Stock Activity | · | $-330M | · | · | · | $-200M | · | · | · | $-35M | · | · | · | $0 | · | · | |
| Dividends Paid | $78M | $80M | $82M | $84M | $84M | $85M | $85M | $86M | $87M | $76M | $76M | $76M | $71M | $65M | $64M | $65M | |
| Financing Cash Flow | $-473M | $-454M | $-482M | $-85M | $-284M | $-324M | $112M | $-190M | $-152M | $-153M | $221M | $-81M | $1.37B | $-103M | $-67M | $-132M | |
| Net Change in Cash | $-295M | $134M | $-221M | $-362M | $335M | $17M | $-50M | $29M | $26M | $107M | $-329M | $-301M | $456M | $212M | $-280M | $-437M | |
| Taxes Paid | $131M | $12M | $52M | $82M | $15M | $1M | $57M | $137M | $187M | $16M | $11M | $112M | $71M | $2M | $4M | $66M |
Rentabilidad 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 14.1% | 16.1% | · | 5.9% | 15.1% | 4.9% | · | 11.9% | 17.1% | 17.7% | · | 17.0% | 18.4% | 11.1% | · | -10.4% | |
| Pretax Margin | 17.2% | 18.1% | · | 6.2% | 18.1% | 5.8% | · | 13.5% | 19.7% | 20.1% | · | 18.2% | 20.5% | 12.4% | · | -13.1% | |
| ROA | 0.91% | 1.1% | · | 0.43% | 1.2% | 0.39% | · | 1.0% | 1.5% | 1.6% | · | 1.6% | 1.6% | 0.91% | · | -0.85% | |
| ROE | 3.7% | 4.4% | · | 1.7% | 4.7% | 1.5% | · | 3.8% | 5.8% | 6.5% | · | 7.2% | 6.8% | 3.9% | · | -3.6% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $16.84B | $17.14B | · | $17.36B | $17.27B | $16.91B | · | $16.64B | $16.00B | $15.06B | · | $14.00B | $12.84B | $12.09B | · | $11.73B | |
| Net Income TTM | $2.15B | $1.80B | · | $1.65B | $2.12B | $2.18B | · | $2.64B | $2.81B | $2.45B | · | $1.39B | $839M | $467M | · | $29M | |
| Market Cap | $26.61B | $24.35B | · | $26.06B | $25.28B | $27.03B | · | $29.11B | $28.31B | $29.53B | · | $27.58B | $25.37B | $25.06B | · | $18.34B | |
| P/E | 6.8 | 7.5 | · | 9.0 | 6.9 | 7.2 | · | 6.4 | 5.8 | 6.8 | · | 11.3 | 16.7 | 30.4 | · | 460.4 | |
| P/S | 1.6 | 1.4 | · | 1.5 | 1.5 | 1.6 | · | 1.8 | 1.8 | 2.0 | · | 2.0 | 2.0 | 2.1 | · | 1.6 | |
| P/B | 1.7 | 1.6 | · | 1.7 | 1.7 | 1.9 | · | 1.9 | 2.0 | 2.2 | · | 2.5 | 2.3 | 2.8 | · | 2.4 | |
| P / Tangible Book | 1.7 | 1.6 | · | 1.7 | 1.7 | 1.9 | · | 1.9 | 2.0 | 2.2 | · | 2.5 | 2.3 | 2.8 | · | 2.4 | |
| P / Cash Flow | · | 37.5 | · | · | · | 29.1 | · | · | · | 26.8 | · | · | · | 23.6 | · | · | |
| Earnings Yield | 14.7% | 13.2% | · | 11.1% | 14.6% | 13.8% | · | 15.6% | 17.2% | 14.6% | · | 8.9% | 6.0% | 3.3% | · | 0.22% | |
| Payout Ratio | · | 12.2% | · | · | · | 40.5% | · | · | · | 10.4% | · | · | · | 17.8% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $17.50B | $17.28B | $14.59B | $12.06B | $11.87B |
| Beneficio neto | $1.59B | $1.37B | $2.52B | $597M | $1.38B |
| EPS Diluido | $37.80 | $31.78 | $60.19 | $15.19 | $34.62 |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 732 declarantes · $9.2B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 86 (+3 vs trimestre anterior) | 55 (-20 vs trimestre anterior) | 237 (+5 vs trimestre anterior) | 256 (+7 vs trimestre anterior) | +6.5M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $922 764 385 | 2 583 110 | 9,98% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $739 082 792 | 2 068 927 | 7,99% | Acciones |
| NORGES BANK | $689 152 755 | 1 929 157 | 7,45% | Acciones |
| STATE STREET CORP | $658 993 612 | 1 844 732 | 7,13% | Acciones |
| Vulcan Value Partners, LLC | $370 414 055 | 1 036 906 | 4,01% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $364 329 685 | 1 024 120 | 3,94% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $341 001 951 | 1 043 298 | 3,69% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $323 727 657 | 35 112 | 3,50% | Acciones |
| FIRST TRUST ADVISORS LP | $219 584 885 | 614 688 | 2,37% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $171 426 461 | 479 877 | 1,85% | Acciones |
| DONALD SMITH & CO., INC. | $153 206 302 | 428 873 | 1,66% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $146 370 312 | 409 737 | 1,58% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $122 187 799 | 342 042 | 1,32% | Acciones |
| Polar Capital Holdings Plc | $117 707 285 | 329 500 | 1,27% | Acciones |
| ASSETMARK, INC | $106 030 942 | 296 814 | 1,15% | Acciones |
| Talaria Asset Management Pty Ltd | $100 667 414 | 281 800 | 1,09% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $99 823 994 | 279 439 | 1,08% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $99 789 343 | 279 342 | 1,08% | Acciones |
| EARNEST PARTNERS LLC | $97 063 678 | 271 712 | 1,05% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $96 192 751 | 269 274 | 1,04% | Acciones |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $90 272 674 | 252 702 | 0,98% | Acciones |
| VANGUARD GROUP INC | $79 828 015 | 235 238 | 0,86% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $79 295 415 | 221 973 | 0,86% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $67 689 727 | 189 485 | 0,73% | Acciones |
| Balyasny Asset Management L.P. | $57 947 350 | 162 213 | 0,63% | Acciones |
| Woodline Partners LP | $56 992 831 | 159 541 | 0,62% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $55 670 723 | 155 840 | 0,60% | Acciones |
| GOLDMAN SACHS GROUP INC | $51 804 297 | 145 017 | 0,56% | Acciones |
| BARCLAYS PLC | $51 451 480 | 144 029 | 0,56% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $48 608 286 | 136 070 | 0,53% | Acciones |
| Robeco Institutional Asset Management B.V. | $47 934 198 | 134 183 | 0,52% | Acciones |
| Perpetual Ltd | $47 451 218 | 132 831 | 0,51% | Acciones |
| Davis Selected Advisers | $45 162 088 | 126 423 | 0,49% | Acciones |
| JANUS HENDERSON GROUP PLC | $44 428 394 | 135 929 | 0,48% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $44 370 467 | 124 207 | 0,48% | Acciones |
| GENERAL AMERICAN INVESTORS CO INC | $43 906 782 | 122 909 | 0,47% | Acciones |
| MACKENZIE FINANCIAL CORP | $42 678 268 | 119 470 | 0,46% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $41 649 842 | 127 428 | 0,45% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $41 573 400 | 116 377 | 0,45% | Acciones |
| Swiss National Bank | $40 324 122 | 112 880 | 0,44% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $39 876 513 | 111 627 | 0,43% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $37 900 317 | 106 095 | 0,41% | Acciones |
| AMERIPRISE FINANCIAL INC | $37 421 985 | 104 756 | 0,40% | Acciones |
| ALTRINSIC GLOBAL ADVISORS LLC | $37 294 812 | 104 400 | 0,40% | Acciones |
| Nuveen Asset Management, LLC | $36 742 570 | 101 370 | 0,40% | Acciones |
| BlackRock, Inc. | $35 720 499 | 99 993 | 0,39% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $34 679 531 | 97 079 | 0,37% | Acciones |
| Quantinno Capital Management LP | $33 869 918 | 94 812 | 0,37% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $33 579 620 | 94 000 | 0,36% | Acciones |
| SEI INVESTMENTS CO | $33 239 180 | 93 047 | 0,36% | Acciones |
| Vanguard Global Advisers, LLC | $32 959 111 | 92 263 | 0,36% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $32 318 241 | 90 469 | 0,35% | Acciones |
| SEB Asset Management AB | $31 272 931 | 87 543 | 0,34% | Acciones |
| Legal & General Group Plc | $31 161 527 | 87 231 | 0,34% | Acciones |
| Jain Global LLC | $29 346 445 | 82 150 | 0,32% | Acciones |
| BANK OF AMERICA CORP /DE/ | $28 808 814 | 80 645 | 0,31% | Acciones |
| California Public Employees Retirement System | $27 955 391 | 78 256 | 0,30% | Acciones |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $27 506 710 | 77 000 | 0,30% | Acciones |
| RHUMBLINE ADVISERS | $27 457 317 | 76 862 | 0,30% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $27 401 327 | 76 705 | 0,30% | Acciones |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $26 236 757 | 73 445 | 0,28% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $26 096 009 | 73 051 | 0,28% | Acciones |
| Bridgewater Associates, LP | $25 785 576 | 72 182 | 0,28% | Acciones |
| KLP KAPITALFORVALTNING AS | $25 585 170 | 71 621 | 0,28% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $23 153 505 | 64 814 | 0,25% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $22 255 072 | 62 299 | 0,24% | Acciones |
| TCTC Holdings, LLC | $21 719 584 | 60 800 | 0,23% | Acciones |
| Lighthouse Investment Partners, LLC | $21 190 779 | 59 319 | 0,23% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $20 550 727 | 57 528 | 0,22% | Acciones |
| ASR Vermogensbeheer N.V. | $20 491 532 | 57 365 | 0,22% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $20 420 934 | 62 478 | 0,22% | Acciones |
| Arnhold LLC | $20 125 624 | 56 338 | 0,22% | Acciones |
| M&G PLC | $19 817 070 | 55 510 | 0,21% | Acciones |
| Te Ahumairangi Investment Management Ltd | $19 590 136 | 54 839 | 0,21% | Acciones |
| MORGAN STANLEY | $19 142 627 | 53 586 | 0,21% | Acciones |
| FMR LLC | $19 053 922 | 53 338 | 0,21% | Acciones |
| CWM, LLC | $18 833 672 | 57 622 | 0,20% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $18 251 910 | 51 054 | 0,20% | Acciones |
| MIRABELLA FINANCIAL SERVICES LLP | $18 020 110 | 50 444 | 0,19% | Acciones |
| Public Sector Pension Investment Board | $17 966 168 | 50 293 | 0,19% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $17 908 298 | 50 131 | 0,19% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $17 683 957 | 49 503 | 0,19% | Acciones |
| HighTower Advisors, LLC | $17 162 454 | 48 043 | 0,19% | Acciones |
| GRACE & WHITE INC /NY | $17 146 273 | 47 998 | 0,19% | Acciones |
| HSBC HOLDINGS PLC | $16 951 054 | 47 034 | 0,18% | Acciones |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | $16 718 364 | 46 800 | 0,18% | Acciones |
| Nuveen, LLC | $16 502 597 | 46 196 | 0,18% | Acciones |
| BANK OF MONTREAL /CAN/ | $16 464 016 | 46 088 | 0,18% | Acciones |
| CITADEL ADVISORS LLC | $16 293 975 | 45 612 | 0,18% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $16 260 753 | 45 519 | 0,18% | Acciones |
| TD Asset Management Inc | $15 752 414 | 44 096 | 0,17% | Acciones |
| Prana Capital Management, LP | $14 881 130 | 41 657 | 0,16% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $14 426 019 | 40 383 | 0,16% | Acciones |
| Korea Investment CORP | $14 170 600 | 39 668 | 0,15% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $13 999 129 | 39 188 | 0,15% | Acciones |
| LMCG INVESTMENTS, LLC | $13 151 422 | 36 815 | 0,14% | Acciones |
| EQUITABLE TRUST CO | $13 064 616 | 36 572 | 0,14% | Acciones |
| AVIVA PLC | $12 676 664 | 35 486 | 0,14% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $12 603 432 | 35 281 | 0,14% | Acciones |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $12 364 802 | 34 613 | 0,13% | Acciones |
Informantes de la empresa 27 insiders · 10 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Dominic James Addesso | President and CEO | 26 de febrero de 2018 F | 87 992 | 0 | 0 | $0 |
| Craig Howie | CFO | 26 de febrero de 2018 F | 16 984 | 0 | 0 | $0 |
| Stephen L Limauro | Executive VP & CFO | 21 de septiembre de 2006 F | 14 214 | 0 | 0 | $0 |
| Ralph E Jones III | President and COO | 3 de mayo de 2010 P | 52 000 | 0 | 0 | $0 |
| John P Doucette | Executive VP and CUO | 9 de mayo de 2018 G | 23 520 | 0 | 0 | $0 |
| Sanjoy Mukherjee | ExecVP, Gen Counsel, Secretary | 26 de febrero de 2018 F | 32 546 | 0 | 0 | $0 |
| Jonathan Zaffino | SVP & President Everest Nat'l | 25 de febrero de 2018 F | 8 104 | 0 | 0 | $0 |
| Mark S De Saram | Executive Vice President | 6 de abril de 2016 J | 13 943 | 0 | 0 | $0 |
| Keith T Shoemaker | Comptroller & Prin Acct Off | 22 de febrero de 2012 A | 3 000 | 0 | 0 | $0 |
| Thomas J Gallagher | Vice Chairman | 21 de septiembre de 2009 F | 45 177 | 0 | 0 | $0 |
| Allan Levine | Consejero | 1 de julio de 2026 A | 5 387 | 0 | 0 | $0 |
| John M Howard | Consejero | 1 de julio de 2026 A | 2 343 | 0 | 0 | $0 |
| Meryl D Hartzband | Consejero | 1 de julio de 2026 A | 12 589 | 0 | 0 | $0 |
| Joseph V Taranto | Consejero | 3 de marzo de 2025 F | 293 524 | 0 | 0 | $0 |
| William F Galtney JR | Consejero | 27 de febrero de 2025 A | 33 758 | 0 | 0 | $0 |
| John J Amore | Consejero | 2 de julio de 2018 A | 15 430 | 0 | 0 | $0 |
| Roger M. Singer | Consejero | 28 de febrero de 2018 S | 12 832 | 0 | 0 | $0 |
| Geraldine Losquadro | Consejero | 21 de febrero de 2018 A | 8 767 | 0 | 0 | $0 |
| John A Weber | Consejero | 21 de febrero de 2018 A | 5 499 | 0 | 0 | $0 |
| John R Dunne | Consejero | 20 de marzo de 2017 S | 12 079 | 0 | 0 | $0 |
| John P Phelan | Consejero | 14 de mayo de 2014 F | 3 139 | 0 | 0 | $0 |
| Martin Abrahams | Consejero | 2 de julio de 2012 A | 17 207 | 0 | 0 | $0 |
| Kenneth J Duffy | Consejero | 22 de febrero de 2012 A | 34 290 | 0 | 0 | $0 |
| EVEREST REINSURANCE HOLDINGS INC | Propietario del 10% | 8 de marzo de 2011 P | 9 719 971 | 0 | 0 | $0 |
| John A Graf | — | 27 de febrero de 2025 A | 16 578 | 0 | 0 | $0 |
| Craig E Eisenacher | — | 11 de agosto de 2009 S | 15 950 | 0 | 0 | $0 |
| Peter John Bennett | — | 18 de septiembre de 2003 A | 1 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 4 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| EVEREST INTERNATIONAL REINSURANCE, LTD. | 22 de septiembre de 2016 | — | Presentación inicial | Estructura de capital | SEC |
| EVEREST PREFERRED INTERNATIONAL HOLDINGS LTD. ×2 presentaciones | 4 de enero de 2016 | — | Presentación inicial | — | SEC |
| EVEREST INTERNATIONAL REINSURANCE LTD. | 4 de enero de 2016 | — | Presentación inicial | — | SEC |
| EVEREST REINSURANCE HOLDINGS, INC. ×8 presentaciones | 28 de diciembre de 2015 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 96 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| KBWP · Invesco Exchange-Traded Fund Trust … | 3,73% | 26 945 SH | 8 de agosto de 2026 | Diario |
| DFNL · Davis Fundamental ETF Trust | 2,30% | 30 246 NS | 30 de abril de 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 1,51% | 18 264 NS | 30 de abril de 2026 | N-PORT |
| RPV · Invesco Exchange-Traded Fund Trust | 1,51% | 68 484 SH | 8 de agosto de 2026 | Diario |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,32% | 10 876 SH | 8 de agosto de 2026 | Diario |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,11% | 68 737 SH | 8 de agosto de 2026 | Diario |
| CVY · Invesco Exchange-Traded Fund Trust | 1,02% | 3 370 SH | 8 de agosto de 2026 | Diario |
| AUSF · Global X Funds | 0,47% | 12 222 NS | 31 de mayo de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,42% | 19 838 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,35% | 6 554 SH | 8 de agosto de 2026 | Diario |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,32% | 6 220 NS | 31 de mayo de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,30% | 576 154 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,29% | 6 709 NS | 31 de mayo de 2026 | N-PORT |
| IYF · iShares Trust | 0,22% | 26 273 SH | 8 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 551 510 SH | 8 de agosto de 2026 | Diario |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,21% | 65 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,20% | 19 823 SH | 8 de agosto de 2026 | Diario |
| SIZE · iShares Trust | 0,20% | 2 306 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,19% | 4 535 SH | 8 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,19% | 9 541 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,17% | 1 328 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,17% | 907 607 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,17% | 65 100 SH | 8 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,16% | 2 030 NS | 31 de mayo de 2026 | N-PORT |
| VLUE · iShares Trust | 0,16% | 39 524 SH | 8 de agosto de 2026 | Diario |
| FAS · Direxion Shares ETF Trust | 0,14% | 7 786 NS | 30 de abril de 2026 | N-PORT |
| IWS · iShares Trust | 0,14% | 59 884 SH | 8 de agosto de 2026 | Diario |
| GARP · iShares Trust | 0,12% | 8 795 SH | 8 de agosto de 2026 | Diario |
| VALQ · AMERICAN CENTURY ETF TRUST | 0,11% | 1 220 NS | 31 de mayo de 2026 | N-PORT |
| IWR · iShares Trust | 0,11% | 161 288 SH | 8 de agosto de 2026 | Diario |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,09% | 25 000 SH | 8 de agosto de 2026 | Diario |
| IXG · iShares Trust | 0,09% | 1 713 SH | 8 de agosto de 2026 | Diario |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 2 265 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,09% | 5 155 NS | 30 de abril de 2026 | N-PORT |
| XOEF · iShares Trust | 0,08% | 49 SH | 8 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,07% | 1 413 SH | 8 de agosto de 2026 | Diario |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,07% | 973 NS | 31 de mayo de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 1 515 SH | 8 de agosto de 2026 | Diario |
| DIVB · iShares Trust | 0,07% | 3 125 SH | 8 de agosto de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,06% | 157 712 SH | 8 de agosto de 2026 | Diario |
| USXF · iShares Trust | 0,06% | 2 329 SH | 8 de agosto de 2026 | Diario |
| DGRO · iShares Trust | 0,06% | 66 434 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,06% | 21 091 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,05% | 22 114 NS | 30 de abril de 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0,05% | 2 111 NS | 31 de mayo de 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,05% | 9 152 SH | 8 de agosto de 2026 | Diario |
| IVE · iShares Trust | 0,05% | 65 471 SH | 8 de agosto de 2026 | Diario |
| IUSV · iShares Trust | 0,05% | 34 369 SH | 8 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,04% | 55 524 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,04% | 17 547 NS | 31 de mayo de 2026 | N-PORT |