HUBB Hubbell Inc Common Stock

NYSE · Electrical Equipment · Ver en SEC EDGAR ↗
$469,87
Precio · Ago 24, 2026
Fundamentales a fecha de Jul 29, 2026

Acerca de Hubbell Inc Common Stock Descripción general de la empresa de Wikipedia

Hubbell Incorporated, headquartered in Shelton, Connecticut, is an American company that designs, manufactures, and sells electrical and electronic products for non-residential and residential construction, industrial, and utility applications. Hubbell was founded by Harvey Hubbell as a proprietorship in 1888, and was incorporated in Connecticut in 1905.

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Hubbell Incorporated, headquartered in Shelton, Connecticut, is an American company that designs, manufactures, and sells electrical and electronic products for non-residential and residential construction, industrial, and utility applications. Hubbell was founded by Harvey Hubbell as a proprietorship in 1888, and was incorporated in Connecticut in 1905.

The company is ranked 651st on the Fortune 500 list of the largest United States corporations by total revenue.

The company operates two segments: the utility solutions segment, which produces items such as arresters, insulators, connectors, anchors, bushings, enclosures, cutoffs and switches and the electrical solutions segment, which produces application wiring device products, rough-in electrical products, connector and grounding products, and lighting fixtures, as well as other electrical equipment.

Hubbell has manufacturing facilities in the United States, Canada, Switzerland, Puerto Rico, Mexico, China, Italy, the United Kingdom, Brazil and Australia and maintains sales offices in Singapore, China, India, Mexico, South Korea, and countries in the Middle East.

## History

Hubbell Incorporated was founded as a proprietorship in 1888 by Harvey Hubbell II. Born in Connecticut in 1857, he was a U.S. inventor, entrepreneur, and industrialist. Hubbell's best-known inventions are the U.S. electrical plug and the pull-chain light socket. Hubbell graduated from high school and began working for companies manufacturing marine engines and printing machinery. During this time, he accumulated several ideas for new inventions, and in 1888, he set out on his own, opening a small manufacturing facility in Bridgeport, Connecticut. Hubbell's first product was taken from his own patent for a paper roll holder with a toothed blade for use in stores that sold wrapping paper. This cutter stand became a tremendous success; it was a common feature of retail stores that used wrapping paper in the early 1900s and remained widely used into the late 20th century.

Soon, Hubbell discovered that he had to design machinery to make its parts. One of the first was a tapping machine, as was its patent. Around 1896, with his business in machinery progressing, Hubbell's next patent was a major breakthrough in the fastener industry: the process and machinery for cold rolled screw threads which reduced the rate of material lost in production by more than 50%. He designed and built progressive blanking and forming dies, patented machinery to slot screw heads, a machine to assemble screws and small parts, devised tools to indicate speed, and patented a changeable speed screwdriver. Hubbell's idea was to provide convenience, safety, and control to an electric light with his new "pull socket" which was patented in August 1896. The same familiar device with its on/off pull chain is still in use today. Hubbell built three prototypes by hand using metal and insulated wood parts to design a product with individual wires permanently attached in the proper sequence and correct polarity, and one which could be connected or disconnected, easily and safely, to a power supply in the wall. Cartridge fuses and fuse block, lamp holders, key sockets, soon followed the same path Later, Hubbell's "separable plug" design took shape on the drawing board back in Bridgeport, and then submitted to the patent office in Washington, D.C. Additional designs based on that basic concept separable plugs in different configurations, a single flush mounted receptacle as well as new products for electrical circuits. One of the most successful and familiar today, was the duplex receptacle which is still found everywhere that electrical power is used.

In 1901, Hubbell published a 12-page catalogue that listed 63 electrical products of his company's manufacture, and four years later he incorporated his enterprise as Harvey Hubbell, Incorporated. In the same year, the company registered its trademark of "...a sphere with meridian lines and the name 'Hubbell' centered within". Hubbell's pace of new ideas and product design did not falter. In 1909, the company began constructing a four-floor factory and office building that would become the first building in New England made of reinforced concrete.

Between 1896 and 1909, he was granted 45 patents on a wide variety of electrical products company's product lines had been continuously expanded. Catalogue No. 17 was published in March 1917. The catalogue had more than 100 pages and listed more than a thousand products. In bulb sockets alone, the company manufactured 277 different types and sizes. Hubbell's toggle action light switch which incorporated a "quick make or break" feature to meet the rigid requirements of Underwriters' Laboratories (UL) was replacing the former two button type push switch. Hubbell designed a "Loxin" mechanism which fit into any standard socket and locked the bulb in place. Falling lightbulbs no longer endangered streetcar passengers, and overly thrifty commuters had to find a new source of replacement bulbs for home use. For the home, the company developed a system for lighting fixture connections called "Elexit" which allowed the homeowner to install most fixtures without hiring an electrician.

Company's first era ended when its founder Harvey Hubbell II died on December 17, 1927. He was succeeded as president of the company by his son, Harvey Hubbell III. Twenty-six years old when he succeeded his father, Harvey Hubbell III had already spent years working in the business. That early experience with electrical equipment engineering and learning the discipline of production was to stand the company in good stead in the decades to come.

Harvey Hubbell III soon showed that he had inherited his father's twin acumen for product innovation and business development. In product innovation, he devised the company's lines of Twist-Lock industrial connectors with new 2-, 3-, and 4-wire devices of various ratings, designed a whole new series of locking connectors for industrial use which he named "Hubbellock", and introduced heavy-duty, circuit-breaking devices. The company played a large part in the war effort by meeting the demand for electrical components and systems to power the nation's industries and by developing products for the special applications needed by the military. These included components for military vehicle electrical circuits, battery-charging systems for M-4 tanks, power jacks for test meters, vacuum tube sockets for radio communications, and a line of electrical and electronic connectors for aircraft. The company's years of experience in building devices reliable enough for industrial use was a valuable asset in the production of products that could perform under rugged battlefield conditions. A second plant was opened in Lexington, Kentucky, in order to meet the demand and as a safety measure since the main plant in Bridgeport was considered vulnerable to air or sea attack.

Hubbell Inc. assisted Allied efforts during World War II by manufacturing military vehicle electrical circuits, battery-charging systems for M4 Sherman tanks, power jacks for test meters, vacuum tube sockets for radio communications, and a line of electrical and electronic connectors for aircraft.

Hubbell had been one of the first to manufacture flush toggle switches for alternating current only. The first Safety Receptacle was designed and produced as were the original "grounding only" devices which helped to set the standards for the industry. And while Hubbell was busy on land, the company found new opportunities at sea. In 1952, the ocean liner "SS United States" was launched in Newport News, Virginia. Queen of the seas for many years, the ship was completely fitted with Hubbell wiring devices designed expressly for narrow stateroom partitions and to withstand the effects of salt air. An ardent yachtsman himself, Harvey Hubbell III designed a complete family of corrosion resistant devices including both on-board and dockside equipment for the expanding pleasure boat industry. Familiar sights at marinas today, these first products were so successful that alternative designs were produced for many industrial applications where corrosive atmospheres and materials posed challenges for standard wiring devices.

The company's sales in new products and continuing lines increased proportionately to these successes, but more was to come as Harvey Hubbell Incorporated added diversification. Beginning in 1960, the company entered a new period of rapidly expanding growth in both sales and income. Much of the growth resulted from the company's internal product development, a longstanding Hubbell tradition, and a source that expanded under the industry leadership of Harvey Hubbell III and other Hubbell engineers. A second source of growth through acquisition, from 1960 onwards to now, Hubbell Incorporated has acquired many companies working for power, electric, lighting sectors. Hubbell Incorporated has grown to be an international manufacturer of electrical and electronic products for a broad range of non-residential and residential construction, industrial, and utility applications.

In 2010, the company moved its headquarters from Orange, Connecticut to Shelton, Connecticut.

In October 2021, Hubbell announced an agreement to sell its Commercial and Industrial Lighting business to GE Current, a Daintree company (now Current Lighting Solutions). The agreement did not include Bell, Chalmit Lighting, Killark, or Progress Lighting (which all make lighting products).

In the first quarter of 2024, Hubbell completed the sale of Progress Lighting. In 2023, Progress Lighting had revenue of $187.1 million (Hubbell Lighting had revenue of $515 million in 2022) and the sale amounted to $131 million.

In March 2024, Hubbell was named one of Ethisphere Institute's World's Most Ethical Companies of the Year for the fourth time. In 2024, 136 honourees from 20 countries and 44 industries were recognised.

=== Acquisitions ===

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

HUBB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$469.87
Capitalización Bursátil
$25.02B
P/E (TTM)
28.4
BPA (TTM)
$16.54
Ingresos (TTM)
$5.84B
Rendimiento div.
ROE
24.5%
Deuda/Capital
0.6
Rango 52S
$404 – $565

HUBB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $5.84B
10-point trend, +66.7%
2016-12-31 2025-12-31
BPA $16.54
10-point trend, +215.6%
2016-12-31 2025-12-31
Flujo de caja libre $875M
10-point trend, +164.3%
2016-12-31 2025-12-31
Márgenes 15.2%
10-point trend, +12.5%
2016-12-31 2025-12-31

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
HUBB
Mediana de Pares
P/E (TTM)
2-point trend, -7.8%
28.4
41.1
P/S (TTM) (P/V (TTM))
2-point trend, +1.1%
4.3
3.2
P/B (P/C)
2-point trend, -10.8%
6.5
3.7
EV / EBITDA
2-point trend, -1.1%
19.0
Price / FCF (Precio / FCF)
2-point trend, -2.6%
28.6

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
HUBB
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, +28.6%
35.3%
37.1%
Operating Margin (Margen Operativo)
5-point trend, +63.0%
20.7%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +59.3%
15.2%
10.5%
ROA
5-point trend, +52.7%
11.8%
9.1%
ROE
5-point trend, +31.8%
24.5%
16.2%
ROIC
5-point trend, +33.1%
15.6%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
HUBB
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, -6.2%
0.6
0.0
Current Ratio (Ratio corriente)
5-point trend, -2.5%
1.7
2.1
Quick Ratio (Ratio Rápido)
5-point trend, -1.5%
0.9

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
HUBB
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +39.4%
3.8%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +39.4%
5.7%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +39.4%
9.7%
EPS YoY (EPS interanual)
5-point trend, +127.2%
14.9%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +122.1%
13.9%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
HUBB
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +127.2%
$16.54

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
HUBB
Mediana de Pares

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
Ratio de Pago
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
29 de mayo de 2026$1,4200
27 de febrero de 2026$1,4200
28 de noviembre de 2025$1,4200
29 de agosto de 2025$1,3200
30 de mayo de 2025$1,3200
28 de febrero de 2025$1,3200
29 de noviembre de 2024$1,3200
30 de agosto de 2024$1,2200
31 de mayo de 2024$1,2200
28 de febrero de 2024$1,2200
29 de noviembre de 2023$1,2200
30 de agosto de 2023$1,1200
30 de mayo de 2023$1,1200
27 de febrero de 2023$1,1200
29 de noviembre de 2022$1,1200
30 de agosto de 2022$1,0500
27 de mayo de 2022$1,0500
25 de febrero de 2022$1,0500
29 de noviembre de 2021$1,0500
30 de agosto de 2021$0,9800

HUBB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 20 analistas
  • Compra fuerte 4 20,0%
  • Compra 8 40,0%
  • Mantener 8 40,0%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

10 analistas · 2026-08-22
Objetivo mediano $570.00 +21,3%
Objetivo medio $566.30 +20,5%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.03%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $5.52 $5.49 0.03%
31 de marzo de 2026 $3.93 $3.96 -0.03%
31 de diciembre de 2025 $4.73 $4.80 -0.07%
30 de septiembre de 2025 $5.17 $5.08 0.09%
30 de junio de 2025 $4.93 $4.50 0.43%
31 de marzo de 2025 $3.50 $3.80 -0.30%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
HUBB $23.65B 26.9 3.8% 15.2% 24.5% 35.3%
VRT $61.98B 47.5 27.7% 13.0% 37.7%
EMR $73.83B 32.5 3.0% 12.7% 10.9% 52.8%
AME $47.02B 32.1 6.6% 20.0% 14.6%
ROK $39.29B 45.6 0.94% 10.4% 24.3% 48.1%
NXT 31.4 20.3% 16.5% 27.1% 32.6%
GNRC 50.7 -2.0% 3.8% 6.2% 38.3%
RRX $9.32B 33.4 -1.7% 4.7% 4.3% 37.4%
VICR 42.0 26.1% 26.2% 18.5% 57.3%
AYI $10.02B 26.1 13.1% 9.1% 15.1% 47.8%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 15
Datos anuales de Estado de resultados para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +74.0% $5.84B $5.63B $5.37B $4.95B $4.19B $3.68B $3.95B $4.48B $3.67B $3.51B $3.39B $3.36B
Cost of Revenue 12-point trend, +68.0% $3.78B $3.72B $3.50B $3.48B $3.04B $2.60B $2.77B $3.18B $2.51B $2.40B $2.30B $2.25B
Gross Profit 12-point trend, +86.1% $2.06B $1.91B $1.88B $1.47B $1.15B $1.09B $1.17B $1.30B $1.16B $1.11B $1.09B $1.11B
SG&A Expense 12-point trend, +44.6% $855M $812M $850M $762M $619M $591M $645M $744M $636M $615M $617M $592M
Operating Income 12-point trend, +133.6% $1.21B $1.09B $1.03B $709M $532M $494M $527M $557M $519M $490M $475M $517M
Interest Expense 7-point trend, +93.3% · · · · · $60M $69M $72M $45M $43M $31M $31M
Other Non-op 12-point trend, -1300.0% $-25M $-7M $-18M $4M $5M $-2M $-12M $-18M $-22M $-16M $-26M $-2M
Pretax Income 12-point trend, +130.5% $1.12B $1.01B $972M $657M $459M $424M $469M $467M $443M $430M $419M $486M
Income Tax 12-point trend, +43.5% $227M $222M $215M $140M $88M $90M $101M $101M $193M $133M $136M $158M
Net Income 12-point trend, +172.7% $887M $779M $751M $546M $400M $351M $401M $360M $243M $293M $277M $325M
EPS (Basic) 12-point trend, +201.8% $16.63 $14.49 $13.98 $10.13 $7.33 $6.46 $7.35 $6.57 $4.42 $5.26 $4.79 $5.51
EPS (Diluted) 12-point trend, +201.8% $16.54 $14.39 $13.89 $10.07 $7.28 $6.43 $7.31 $6.54 $4.39 $5.24 $4.77 $5.48
Shares (Basic) 12-point trend, -9.5% 53,200,000 53,700,000 53,600,000 53,700,000 54,300,000 54,200,000 54,400,000 54,600,000 54,800,000 55,500,000 57,700,000 58,800,000
Shares (Diluted) 12-point trend, -9.6% 53,500,000 54,000,000 54,000,000 54,100,000 54,700,000 54,500,000 54,700,000 54,900,000 55,100,000 55,700,000 58,000,000 59,200,000
EBITDA 12-point trend, +137.2% $1.41B $1.30B $1.19B $858M $681M $691M $748M $705M $604M $570M $560M $597M
Balance general 29
Datos anuales de Balance general para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -26.2% $482M $329M $336M $440M $286M $259M $182M $189M $375M $438M $344M $654M
Short-term Investments 12-point trend, +97.4% $15M $16M $13M $14M $9M $9M $14M $9M $14M $11M $12M $8M
Receivables 12-point trend, +82.4% $857M $756M $785M $742M $675M $553M $683M $725M $540M $530M $467M $470M
Inventory 12-point trend, +145.3% $1.08B $1.01B $833M $741M $662M $527M $633M $651M $635M $532M $540M $442M
Other Current Assets 11-point trend, +509.4% $155M $146M $130M $84M $67M $72M $62M $69M $40M $40M $26M ·
Current Assets 12-point trend, +59.2% $2.59B $2.26B $2.17B $2.02B $1.88B $1.59B $1.57B $1.64B $1.60B $1.55B $1.39B $1.63B
PP&E (Net) 12-point trend, +109.7% $841M $727M $653M $528M $460M $439M $505M $502M $458M $440M $420M $401M
PP&E (Gross) 12-point trend, +58.6% $1.68B $1.53B $1.41B $1.25B $1.15B $1.11B $1.25B $1.23B $1.16B $1.13B $1.10B $1.06B
Accum. Depreciation 12-point trend, +27.4% $836M $803M $756M $719M $694M $669M $749M $727M $704M $694M $681M $656M
Goodwill 12-point trend, +249.9% $3.06B $2.50B $2.53B $1.97B $1.87B $1.87B $1.76B $1.78B $1.09B $991M $928M $875M
Intangibles 12-point trend, +331.9% $1.39B $1.08B $1.20B $670M $682M $771M $782M $820M $460M $432M $372M $323M
Other Non-current Assets 12-point trend, +401.3% $240M $198M $197M $147M $144M $160M $175M $66M $51M $55M $51M $48M
Total Assets 12-point trend, +147.8% $8.23B $6.85B $7.08B $5.40B $5.28B $5.09B $4.90B $4.87B $3.72B $3.52B $3.21B $3.32B
Accounts Payable 12-point trend, +133.8% $570M $542M $564M $530M $533M $339M $348M $394M $326M $292M $290M $244M
Accrued Liabilities 12-point trend, +246.7% $451M $372M $365M $334M $263M $225M $262M $227M $175M $156M $140M $130M
Short-term Debt 12-point trend, +20400.0% $287M $123M $100M $0 $0 $150M $26M $26M $68M $3M $48M $1M
Current Liabilities 12-point trend, +202.2% $1.51B $1.27B $1.32B $1.09B $1.07B $948M $845M $839M $706M $590M $603M $499M
Capital Leases 7-point trend, +69.0% $121M $117M $119M $85M $58M $72M $72M · · · · ·
Deferred Tax 9-point trend, +1672.6% $420M $277M $240M $114M $115M $127M $127M $120M $24M · · ·
Other Non-current Liabilities 12-point trend, +646.0% $406M $720M $661M $506M $521M $597M $115M $117M $118M $68M $50M $54M
Total Liabilities 12-point trend, +215.7% $4.37B $3.44B $4.02B $3.03B $3.04B $3.00B $2.94B $3.07B $2.07B $1.92B $1.46B $1.38B
Long-term Debt 6-point trend, +142.1% · $1.44B $2.04B · · $1.44B $1.54B $1.76B · · $596M ·
Total Debt 12-point trend, +287.9% $2.32B $1.57B $2.14B $1.44B $1.44B $1.59B $1.57B $1.82B $1.06B $994M $644M $599M
Common Stock Flat — no change across 3 periods · · · · · · · · $600.0K $600.0K $600.0K ·
Retained Earnings 12-point trend, +113.8% $4.16B $3.78B $3.18B $2.71B $2.56B $2.39B $2.28B $2.06B $1.89B $1.88B $1.89B $1.94B
AOCI 12-point trend, -91.6% $-315M $-386M $-312M $-345M $-331M $-329M $-333M $-286M $-270M $-302M $-224M $-164M
Stockholders' Equity 12-point trend, +99.7% $3.85B $3.40B $2.88B $2.36B $2.23B $2.07B $1.95B $1.78B $1.63B $1.59B $1.74B $1.93B
Liabilities + Equity 12-point trend, +147.8% $8.23B $6.85B $6.91B $5.40B $5.28B $5.09B $4.90B $4.87B $3.72B $3.52B $3.21B $3.32B
Shares Outstanding 12-point trend, +53253805.00 53,253,805 53,759,976 53,730,000 53,689,000 54,518,000 54,383,000 54,514,000 54,715,000 54,882,000 55,532,000 57,837,000 0
Flujo de Efectivo 19
Datos anuales de Flujo de Efectivo para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +160.2% $206M $212M $150M $148M $149M $144M $138M $148M $98M $91M $85M $79M
Stock-based Comp 12-point trend, +101.2% $33M $31M $26M $24M $18M $22M $14M $24M $22M $22M $17M $16M
Deferred Tax 12-point trend, -63.7% $11M $2M $-19M $-28M $9M $1M $4M $49M $-14M $13M $-5M $30M
Amort. of Intangibles 12-point trend, +335.3% $104M $117M $74M $76M $76M $72M $69M $69M $35M $32M $28M $24M
Restructuring 12-point trend, +135.3% $12M $13M $5M $10M $4M $20M $29M $12M $20M $35M $24M $5M
Other Non-cash 12-point trend, -79.9% $-107M $-31M $-39M $-55M $-62M $112M $17M $-65M $28M $-22M $-43M $-60M
Operating Cash Flow 12-point trend, +163.0% $1.03B $991M $881M $636M $514M $603M $517M $517M $379M $411M $339M $392M
CapEx 12-point trend, +157.2% $155M $180M $166M $129M $90M $83M $87M $96M $80M $67M $77M $60M
Investing Cash Flow 10-point trend, -351.2% $-1.09B $-59M $-1.38B · · $-329M $-129M $-1.20B $-246M $-230M $-250M $-243M
Debt Issued 12-point trend, +1000000000.00 $1.00B $0 $600M $0 $299M $225M $0 $948M $298M $397M $0 $0
Net Debt Issued 10-point trend, +151.9% $1.00B $-600M $600M $0 $-1M $-106M $-225M $779M $-2M $397M · ·
Stock Repurchased 12-point trend, +113.3% $225M $40M $30M $182M $11M $41M $35M $40M $92M $247M $79M $106M
Net Stock Activity 12-point trend, -113.3% $-225M $-40M $-30M $-182M $-11M $-41M $-35M $-40M $-92M $-247M $-79M $-106M
Dividends Paid 7-point trend, +66.2% · · · · · $201M $187M $172M $158M $144M $134M $121M
Financing Cash Flow 12-point trend, +194.4% $204M $-923M $388M $-437M $-433M $-244M $-471M $506M $-214M $-59M $-379M $-216M
Net Change in Cash 12-point trend, +275.9% $153M $-8M $-104M $154M $30M $78M $-7M $-186M $-63M $94M $-310M $-87M
Taxes Paid 3-point trend, -0.3% $214M $225M $215M · · · · · · · · ·
Free Cash Flow 12-point trend, +164.1% $875M $811M $715M $507M $424M $560M $498M $421M $299M $331M $254M $331M
Levered FCF 7-point trend, +65.2% · · · · · $512M $443M $364M $274M $301M $233M $310M
Rentabilidad 8
Datos anuales de Rentabilidad para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +7.0% 35.3% 33.8% 35.1% 29.7% 27.5% 28.9% 29.5% 29.0% 31.4% 31.4% 32.2% 33.0%
Operating Margin 12-point trend, +34.3% 20.7% 19.4% 19.3% 14.3% 12.7% 12.7% 13.0% 12.4% 13.7% 13.6% 14.0% 15.4%
Net Margin 12-point trend, +56.8% 15.2% 13.8% 14.1% 11.0% 9.5% 8.4% 8.7% 8.0% 6.6% 8.4% 8.2% 9.7%
Pretax Margin 12-point trend, +32.5% 19.1% 17.9% 18.3% 13.3% 10.9% 10.8% 11.3% 10.4% 12.1% 12.3% 12.3% 14.4%
EBITDA Margin 12-point trend, +36.3% 24.2% 23.2% 22.1% 17.3% 16.2% 16.5% 16.3% 15.7% 16.4% 16.3% 16.5% 17.8%
ROA 12-point trend, +17.7% 11.8% 11.3% 12.3% 10.2% 7.7% 7.0% 8.2% 8.4% 6.7% 8.7% 8.5% 10.0%
ROE 12-point trend, +44.3% 24.5% 25.3% 29.0% 23.8% 18.6% 17.5% 21.5% 21.1% 15.1% 17.6% 15.1% 17.0%
ROIC 12-point trend, +13.1% 15.6% 17.6% 16.1% 14.7% 11.7% 11.4% 13.3% 12.1% 10.6% 12.8% 13.4% 13.8%
Liquidez y Solvencia 5
Datos anuales de Liquidez y Solvencia para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -47.3% 1.7 1.6 1.6 1.9 1.8 1.7 1.9 2.0 2.3 2.6 2.3 3.3
Quick Ratio 12-point trend, -60.4% 0.9 0.9 0.9 1.1 0.9 1.0 1.0 1.1 1.3 1.7 1.4 2.3
Debt / Equity 12-point trend, +94.3% 0.6 0.5 0.7 0.6 0.6 0.8 0.8 1.0 0.6 0.6 0.4 0.3
LT Debt / Equity 12-point trend, +70.7% 0.5 0.4 0.7 0.6 0.6 0.7 0.8 1.0 0.6 0.6 0.3 0.3
Interest Coverage 7-point trend, -46.7% · · · · · 8.8 8.6 7.7 11.2 11.0 15.3 16.6
Eficiencia 3
Datos anuales de Eficiencia para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -24.9% 0.8 0.8 0.9 0.9 0.8 0.8 0.9 1.0 1.0 1.0 1.0 1.0
Inventory Turnover 12-point trend, -33.6% 3.6 4.4 4.4 5.0 5.1 4.8 5.0 4.9 4.3 4.5 4.7 5.4
Receivables Turnover 12-point trend, -1.8% 7.2 7.3 7.0 7.0 6.8 6.4 6.5 7.1 6.9 7.0 7.2 7.4
Por Acción 6
Datos anuales de Por Acción para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +140.1% $72.26 $60.79 $53.54 $43.97 $40.90 $38.06 $35.72 $32.54 $29.78 $28.68 $30.10 ·
Revenue / Share 12-point trend, +92.5% $109.24 $104.23 $99.50 $91.46 $76.67 $76.81 $83.93 $81.63 $66.58 $62.93 $58.46 $56.75
Cash Flow / Share 12-point trend, +191.1% $19.25 $18.36 $16.31 $11.76 $9.39 $11.89 $10.82 $9.42 $6.88 $7.15 $5.71 $6.61
Cash / Share 11-point trend, +52.6% $9.06 $6.12 $6.26 $8.20 $5.25 $4.77 $3.34 $3.45 $6.83 $7.88 $5.94 ·
Dividend / Share 12-point trend, +161.2% $5 $5 $5 $4 $4 $4 $3 $3 $3 $3 $2 $2
EPS (TTM) 12-point trend, +201.8% $16.54 $14.39 $13.89 $10.07 $7.28 $6.43 $7.31 $6.54 $4.39 $5.24 $4.77 $5.48
Tasas de Crecimiento 9
Datos anuales de Tasas de Crecimiento para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -72.4% 3.8% 4.8% 8.6% 18.0% 13.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -57.5% 5.7% 10.3% 13.4% · · · · · · · · ·
Revenue CAGR 5Y 9.7% · · · · · · · · · · ·
EPS YoY 5-point trend, +13.0% 14.9% 3.6% 37.9% 38.3% 13.2% · · · · · · ·
EPS CAGR 3Y 3-point trend, -38.5% 18.0% 25.5% 29.3% · · · · · · · · ·
EPS CAGR 5Y 20.8% · · · · · · · · · · ·
Net Income YoY 5-point trend, +0.9% 13.9% 3.7% 37.6% 36.6% 13.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -39.1% 17.6% 24.9% 28.9% · · · · · · · · ·
Net Income CAGR 5Y 20.4% · · · · · · · · · · ·
Valoración (TTM) 15
Datos anuales de Valoración (TTM) para HUBB
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +74.0% $5.84B $5.63B $5.37B $4.95B $4.19B $3.68B $3.95B $4.48B $3.67B $3.51B $3.39B $3.36B
Net Income TTM 12-point trend, +172.7% $887M $779M $751M $546M $400M $351M $401M $360M $243M $293M $277M $325M
Market Cap 2-point trend, +5.0% $23.65B $22.52B · · · · · · · · · ·
Enterprise Value 2-point trend, +7.3% $25.48B $23.74B · · · · · · · · · ·
P/E 2-point trend, -7.8% 26.9 29.1 · · · · · · · · · ·
P/S 2-point trend, +1.1% 4.0 4.0 · · · · · · · · · ·
P/B 2-point trend, -10.8% 6.1 6.9 · · · · · · · · · ·
P / Cash Flow 2-point trend, +1.1% 23.0 22.7 · · · · · · · · · ·
P / FCF 2-point trend, -2.6% 27.0 27.8 · · · · · · · · · ·
EV / EBITDA 2-point trend, -1.1% 18.0 18.2 · · · · · · · · · ·
EV / FCF 2-point trend, -0.5% 29.1 29.3 · · · · · · · · · ·
EV / Revenue 2-point trend, +3.3% 4.4 4.2 · · · · · · · · · ·
Earnings Yield 2-point trend, +8.1% 3.7% 3.4% · · · · · · · · · ·
Payout Ratio 7-point trend, +53.9% · · · · · 57.4% 46.6% 47.8% 64.8% 49.1% 48.2% 37.3%
Annual Payout 7-point trend, +66.2% · · · · · $201M $187M $172M $158M $144M $134M $121M

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $5.84B$5.63B$5.37B$4.95B$4.19B
Margen Bruto % 35.3%33.8%35.1%29.7%27.5%
Margen Operativo % 20.7%19.4%19.3%14.3%12.7%
Beneficio neto $887M$779M$751M$546M$400M
EPS Diluido $16.54$14.39$13.89$10.07$7.28
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio 0.60.50.70.60.6
Ratio corriente 1.71.61.61.91.8
Ratio Rápido 0.90.90.91.10.9
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $875M$811M$715M$507M$424M

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Propietarios institucionales (13F) 1 089 declarantes · $16.2B 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
116 (-31 vs trimestre anterior) 60 (+7 vs trimestre anterior) 386 (+35 vs trimestre anterior) 311 (+23 vs trimestre anterior) +191K

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 $1 806 565 128 3 452 915 11,16% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $1 400 774 347 2 677 321 8,65% Acciones
STATE STREET CORP $1 248 670 166 2 386 602 7,71% Acciones
GEODE CAPITAL MANAGEMENT, LLC $648 485 260 1 245 084 4,01% Acciones
PARNASSUS INVESTMENTS, LLC $561 168 624 1 072 570 3,47% Acciones
FIRST TRUST ADVISORS LP $471 452 868 901 095 2,91% Acciones
Select Equity Group, L.P. $437 008 032 835 260 2,70% Acciones
VICTORY CAPITAL MANAGEMENT INC $385 164 667 736 171 2,38% Acciones
WELLINGTON MANAGEMENT GROUP LLP $376 875 086 720 327 2,33% Acciones
Mirova US LLC $293 943 701 561 819 1,82% Acciones
Bank of New York Mellon Corp $284 098 646 543 002 1,75% Acciones
Impax Asset Management Group plc $254 722 429 486 855 1,57% Acciones
DIMENSIONAL FUND ADVISORS LP $249 220 559 476 340 1,54% Acciones
Troy Asset Management Ltd $229 289 261 438 244 1,42% Acciones
Bahl & Gaynor LLC $206 566 162 394 813 1,28% Acciones
ROYAL LONDON ASSET MANAGEMENT LTD $199 311 992 380 948 1,23% Acciones
Man Group plc $179 698 272 343 460 1,11% Acciones
VANGUARD FIDUCIARY TRUST CO $155 294 131 296 816 0,96% Acciones
PNC Financial Services Group, Inc. $144 125 381 275 469 0,89% Acciones
GOLDMAN SACHS GROUP INC $142 492 041 272 347 0,88% Acciones
Boston Partners $122 488 440 234 114 0,76% Acciones
JOHNSON INVESTMENT COUNSEL INC $110 842 334 211 855 0,68% Acciones
STOREBRAND ASSET MANAGEMENT AS $108 624 691 207 616 0,67% Acciones
Boston Trust Walden Corp $102 237 719 195 408 0,63% Acciones
BlackRock, Inc. $93 359 285 178 439 0,58% Acciones
RAYMOND JAMES FINANCIAL INC $93 292 593 178 312 0,58% Acciones
AMERICAN CENTURY COMPANIES INC $91 347 581 174 594 0,56% Acciones
NORGES BANK $90 279 206 172 552 0,56% Acciones
Robeco Institutional Asset Management B.V. $85 845 085 164 077 0,53% Acciones
Nuveen Asset Management, LLC $84 768 465 202 365 0,52% Acciones
ADAGE CAPITAL PARTNERS GP, L.L.C. $82 916 736 158 480 0,51% Acciones
Swiss National Bank $78 260 256 149 580 0,48% Acciones
BANK OF AMERICA CORP /DE/ $76 813 608 146 815 0,47% Acciones
Navera Investment Management Ltd. $75 639 224 144 569 0,47% Acciones
WESTWOOD HOLDINGS GROUP INC $73 173 823 139 858 0,45% Acciones
Stephens Investment Management Group LLC $72 074 986 137 758 0,45% Acciones
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $70 990 915 135 686 0,44% Acciones
Mitsubishi UFJ Asset Management Co., Ltd. $68 339 861 130 619 0,42% Acciones
FRONTIER CAPITAL MANAGEMENT CO LLC $62 782 657 119 997 0,39% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $61 373 453 117 304 0,38% Acciones
Sumitomo Mitsui Trust Group, Inc. $61 362 989 117 284 0,38% Acciones
Alyeska Investment Group, L.P. $60 718 930 116 053 0,38% Acciones
Vanguard Global Advisers, LLC $59 521 325 113 764 0,37% Acciones
FMR LLC $59 240 506 113 227 0,37% Acciones
BNP PARIBAS FINANCIAL MARKETS $59 001 264 112 770 0,36% Acciones
BRADLEY FOSTER & SARGENT INC/CT $58 381 216 111 585 0,36% Acciones
ENVESTNET ASSET MANAGEMENT INC $57 193 959 109 316 0,35% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $56 996 362 108 938 0,35% Acciones
California Public Employees Retirement System $54 589 118 104 337 0,34% Acciones
RHUMBLINE ADVISERS $54 168 381 103 533 0,33% Acciones
NORDEA INVESTMENT MANAGEMENT AB $53 809 860 103 395 0,33% Acciones
ANCHOR CAPITAL ADVISORS LLC $53 359 485 101 987 0,33% Acciones
FIL Ltd $52 647 523 100 626 0,33% Acciones
CIBC Private Wealth Group LLC $52 203 586 121 316 0,32% Acciones
PFA Pension, Forsikringsaktieselskab $52 099 935 99 579 0,32% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $50 834 635 97 161 0,31% Acciones
Nuveen, LLC $50 544 782 96 607 0,31% Acciones
AVIVA PLC $49 524 542 94 657 0,31% Acciones
HM PAYSON & CO $48 845 912 93 360 0,30% Acciones
Smith Group Asset Management, LLC $48 398 616 92 505 0,30% Acciones
BROWN BROTHERS HARRIMAN & CO $47 411 861 90 619 0,29% Acciones
National Pension Service $47 255 424 90 320 0,29% Acciones
Erste Asset Management GmbH $47 164 403 91 573 0,29% Acciones
Fiera Capital Corp $46 463 822 88 807 0,29% Acciones
LAZARD ASSET MANAGEMENT LLC $46 088 165 88 089 0,28% Acciones
Vontobel Holding Ltd. $44 110 992 84 310 0,27% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $43 299 623 82 759 0,27% Acciones
Gotham Asset Management, LLC $40 326 686 77 077 0,25% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $40 209 273 81 936 0,25% Acciones
FACTORY MUTUAL INSURANCE CO $39 475 440 75 450 0,24% Acciones
JANE STREET GROUP, LLC $38 170 579 72 956 0,24% Acciones
Korea Investment CORP $37 431 298 71 543 0,23% Acciones
ABN AMRO INVESTMENT SOLUTIONS $36 705 619 70 156 0,23% Acciones
ALLIANCEBERNSTEIN L.P. $36 248 510 73 865 0,22% Acciones
JANE STREET GROUP, LLC $35 002 080 66 900 0,22% Opción de compra
NEW YORK STATE COMMON RETIREMENT FUND $34 128 859 65 231 0,21% Acciones
UBS Group AG $34 117 872 65 210 0,21% Acciones
TUDOR INVESTMENT CORP ET AL $34 102 699 65 181 0,21% Acciones
CIBC Bancorp USA Inc. $33 415 013 63 868 0,21% Acciones
JOHO CAPITAL LLC $31 915 200 61 000 0,20% Acciones
AMERIPRISE FINANCIAL INC $31 873 343 60 920 0,20% Acciones
Legal & General Group Plc $31 737 313 60 660 0,20% Acciones
SCOPUS ASSET MANAGEMENT, L.P. $31 392 000 60 000 0,19% Opción de compra
Universal- Beteiligungs- und Servicegesellschaft mbH $31 066 804 59 447 0,19% Acciones
Zurcher Kantonalbank (Zurich Cantonalbank) $30 332 520 57 975 0,19% Acciones
Balyasny Asset Management L.P. $29 438 894 56 267 0,18% Acciones
Eurizon Capital SGR S.p.A. $29 340 393 56 127 0,18% Acciones
MORGAN STANLEY $29 301 293 56 004 0,18% Acciones
CITADEL ADVISORS LLC $28 776 000 55 000 0,18% Opción de compra
Freestone Grove Partners LP $27 843 134 53 217 0,17% Acciones
Interval Partners, LP $26 835 974 51 292 0,17% Acciones
Covea Finance $26 536 704 50 720 0,16% Acciones
Squarepoint Ops LLC $25 626 336 48 980 0,16% Acciones
JANUS HENDERSON GROUP PLC $25 476 924 51 891 0,16% Acciones
St. James Investment Company, LLC $25 332 298 48 418 0,16% Acciones
Granite Investment Partners, LLC $25 316 078 48 387 0,16% Acciones
MILLENNIUM MANAGEMENT LLC $25 297 766 48 352 0,16% Acciones
BECK MACK & OLIVER LLC $25 238 645 48 239 0,16% Acciones
DNB Asset Management AS $25 226 611 48 216 0,16% Acciones
Baird Financial Group, Inc. $25 008 437 47 799 0,15% Acciones

Informantes de la empresa 45 insiders · 21 directivos · 20 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
David G Nord Chairman, President & CEO 11 de febrero de 2016 F 92 871 0 0 $0
William R Sperry Executive VP and CFO 2 de agosto de 2023 M 52 773 0 0 $0
Mark Eugene Mikes President Electrical Solutions 6 de julio de 2026 F 3 239 0 0 $0
Gregory Gumbs President, Utility Solutions 6 de julio de 2026 F 2 952 0 0 $0
Kevin Arthur Poyck Group President, Lighting 1 de julio de 2016 F 7 411 0 0 $0
Rodd Richard Ruland Group President, C&E 1 de julio de 2016 F 5 626 0 0 $0
Darrin S Wegman Group President, C&I 1 de julio de 2016 F 7 668 0 0 $0
Gerben Bakker Group President, Power Systems 11 de febrero de 2016 F 8 337 0 0 $0
Alyssa R Flynn Chief Human Resources Officer 2 de agosto de 2023 M 3 471 0 0 $0
Maria Ricciardone Lee Treasurer/VP, Corp Strategy 1 de julio de 2016 F 888 0 0 $0
Joseph Anthony Capozzoli VP and Corporate Controller 15 de abril de 2016 F 1 994 0 0 $0
Stephen M Mais Vice President Human Resources 11 de febrero de 2016 F 15 611 0 0 $0
An-Ping Hsieh Vice President General Counsel 11 de febrero de 2016 F 9 068 0 0 $0
William T Tolley Senior VP, Growth & Innovation 11 de febrero de 2016 F 20 215 0 0 $0
Gary N Amato EVP Hubbell Electrical Segment 23 de diciembre de 2015 J 18 931 0 0 $0
James H Biggart Vice President and Treasurer 23 de diciembre de 2015 J 4 0 0 $0
Robert W Murphy Executive VP Marketing & Sales 12 de mayo de 2015 M 19 876 0 0 $0
Scott H Muse Group Vice President 25 de agosto de 2014 S 2 968 0 0 $0
Richard W Davies Senior VP, Legal Affairs 10 de diciembre de 2012 M 59 579 0 0 $0
Thomas P Smith Group Vice President 5 de diciembre de 2008 F 17 232 0 0 $0
Gregory F Covino Vice President, Controller 6 de diciembre de 2007 M 7 918 0 0 $0
Neal J. Keating Consejero 14 de agosto de 2026 A 5 571 0 0 $0
Anthony Guzzi Consejero 14 de agosto de 2026 A 6 480 0 0 $0
Bonnie Cruickshank Lind Consejero 14 de agosto de 2026 A 0 0 $0
Richard J Swift Consejero 29 de julio de 2016 S 5 081 0 0 $0
Steven R Shawley Consejero 13 de mayo de 2016 A 1 000 0 0 $0
John G Russell Consejero 13 de mayo de 2016 A 1 100 0 0 $0
Judith Fran Marks Consejero 3 de mayo de 2016 A 1 000 0 0 $0
Carlos M Cardoso Consejero 3 de mayo de 2016 A 1 000 0 0 $0
Carlos A Rodriguez Consejero 15 de febrero de 2016 A 3 121 0 0 $0
Andrew Mcnally IV Consejero 24 de febrero de 2015 G 33 965 0 0 $0
Lynn J Good Consejero 13 de febrero de 2015 A 4 321 0 0 $0
George J Ratcliffe Consejero 6 de mayo de 2014 A 172 240 0 0 $0
Timothy H Powers Consejero 30 de abril de 2014 S 229 315 0 0 $0
Daniel S Van Riper Consejero 15 de marzo de 2013 A 18 043 0 0 $0
Joel S Hoffman Consejero 1 de mayo de 2011 A 25 117 0 0 $0
George W Edwards JR Consejero 3 de mayo de 2010 A 36 409 0 0 $0
Richard E Brooks Consejero 2 de mayo de 2010 A 2 686 0 0 $0
Daniel J Meyer Consejero 10 de abril de 2009 J 2 526 0 0 $0
Malcolm Wallop Consejero 11 de octubre de 2005 J 0 0 $0
HUBBELL HARVEY TRUST Propietario del 10% 12 de septiembre de 2007 S 1 410 440 0 0 $0
ROCHE LOUIE E TRUST Propietario del 10% 12 de septiembre de 2007 S 2 078 020 0 0 $0
Jonathan M. Del Nero 11 de agosto de 2026 S 2 933 0 1 $-283 652
John F Malloy 3 de mayo de 2016 A 9 794 0 0 $0
John Francis Mulvihill 11 de marzo de 2014 S 17 001 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 7 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
Bessemer Trust Company, N.A. ×5 presentaciones 13 de octubre de 2016 Presentación inicial SEC
Andrew McNally IV, G. Jackson Ratcliffe, John Mulvihill ×2 presentaciones 9 de junio de 2014 Presentación inicial SEC
Mason Capital Management LLC, in its capacity as investment manager for certain investment funds and managed accounts., Kenneth M. Garschina, Michael E. Martino ×3 presentaciones 16 de enero de 2014 Presentación inicial Inversión pasiva SEC
Persona informante no revelada, Persona informante no revelada 19 de diciembre de 2013 Presentación inicial SEC
Richard W. Davies, Andrew McNally IV, G. Jackson Ratcliffe 2 de diciembre de 2005 Presentación inicial SEC
17 de septiembre de 2003 Presentación inicial SEC
Persona informante no revelada 16 de mayo de 2002 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 191 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
CTIF · EA Series Trust 4,86% 18 452 NS 29 de mayo de 2026 N-PORT
MID · AMERICAN CENTURY ETF TRUST 3,84% 8 071 NS 31 de mayo de 2026 N-PORT
TEKX · SSGA Active Trust 3,53% 422 NS 30 de abril de 2026 N-PORT
VOLT · Tema ETF Trust 3,28% 50 085 NS 31 de mayo de 2026 N-PORT
POWR · iShares, Inc. 3,24% 31 809 SH 21 de agosto de 2026 Diario
PRCS · Parnassus Funds II 2,96% 9 116 NS 30 de junio de 2026 N-PORT
POW · Tidal Trust III 2,74% 3 920 NS 31 de mayo de 2026 N-PORT
ZAP · Global X Funds 2,73% 24 544 NS 30 de abril de 2026 N-PORT
GRID · First Trust Exchange-Traded Fund II 2,61% 602 271 NS 30 de junio de 2026 N-PORT
CCSO · Tidal Trust II 2,16% 1 982 NS 30 de abril de 2026 N-PORT
AIPO · Tidal Trust II 1,70% 26 982 NS 31 de mayo de 2026 N-PORT
PAVE · Global X Funds 1,36% 389 837 NS 31 de mayo de 2026 N-PORT
PSET · Principal Exchange-Traded Funds 1,22% 673 NS 30 de junio de 2026 N-PORT
VCLN · Virtus ETF Trust II 1,18% 148 NS 30 de abril de 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1,16% 25 961 SH 21 de agosto de 2026 Diario
DGLO · First Trust Exchange-Traded Fund VI 1,15% 79 NS 30 de junio de 2026 N-PORT
PBD · Invesco Exchange-Traded Fund Trust … 1,07% 4 308 SH 21 de agosto de 2026 Diario
BKDV · BNY Mellon ETF Trust II 0,98% 26 654 NS 30 de abril de 2026 N-PORT
DRES · GMO ETF Trust 0,98% 750 NS 31 de mayo de 2026 N-PORT
FSCS · First Trust Exchange-Traded Fund VI 0,97% 1 093 NS 30 de junio de 2026 N-PORT
RBLD · First Trust Exchange-Traded Fund II 0,93% 720 NS 30 de junio de 2026 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 0,92% 665 NS 31 de mayo de 2026 N-PORT
MADE · iShares Trust 0,82% 1 069 SH 21 de agosto de 2026 Diario
JOET · Virtus ETF Trust II 0,73% 3 368 NS 30 de abril de 2026 N-PORT
LCLG · Advisors Series Trust 0,70% 1 401 NS 30 de abril de 2026 N-PORT
JSTC · Tidal Trust I 0,67% 4 747 NS 31 de mayo de 2026 N-PORT
SMIZ · Zacks Trust 0,49% 2 693 NS 31 de mayo de 2026 N-PORT
FTC · First Trust Exchange-Traded AlphaDE… 0,48% 12 016 NS 30 de abril de 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,41% 3 532 NS 30 de abril de 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,39% 15 764 NS 30 de abril de 2026 N-PORT
FVD · First Trust Exchange-Traded Fund 0,38% 58 109 NS 30 de junio de 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,37% 3 243 NS 30 de abril de 2026 N-PORT
VIS · VANGUARD WORLD FUND 0,37% 64 386 SH 19 de agosto de 2026 Diario
DUSL · Direxion Shares ETF Trust 0,35% 373 NS 30 de abril de 2026 N-PORT
SZNE · Pacer Funds Trust 0,33% 86 NS 30 de abril de 2026 N-PORT
IMCG · iShares Trust 0,32% 27 602 SH 21 de agosto de 2026 Diario
IYJ · iShares Trust 0,30% 12 079 SH 20 de agosto de 2026 Diario
UXI · ProShares Trust 0,29% 177 NS 31 de mayo de 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,27% 2 316 NS 31 de mayo de 2026 N-PORT
CVMC · Morgan Stanley ETF Trust 0,27% 528 NS 30 de junio de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,27% 11 506 NS 30 de abril de 2026 N-PORT
FTLS · First Trust Exchange-Traded Fund III 0,27% 12 087 NS 30 de abril de 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,26% 7 510 NS 30 de abril de 2026 N-PORT
EXI · iShares Trust 0,24% 7 457 SH 21 de agosto de 2026 Diario
FAD · First Trust Exchange-Traded AlphaDE… 0,24% 2 274 NS 30 de abril de 2026 N-PORT
IWS · iShares Trust 0,24% 79 496 SH 21 de agosto de 2026 Diario
SDVY · First Trust Exchange-Traded Fund VI 0,24% 51 057 NS 30 de junio de 2026 N-PORT
BFOR · ALPS ETF Trust 0,23% 1 056 NS 31 de mayo de 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,23% 3 823 NS 30 de abril de 2026 N-PORT
FXR · First Trust Exchange-Traded AlphaDE… 0,22% 3 036 NS 30 de abril de 2026 N-PORT