BPOP Popular, Inc. - Common Stock
À propos de Popular, Inc. - Common Stock Présentation de l'entreprise depuis Wikipedia
Popular, Inc., doing business as Banco Popular de Puerto Rico (BPPR) or simply as Banco Popular in Puerto Rico and the U.S. and British Virgin Islands, and as Popular Bank in the United States, is a full-service financial services conglomerate headquartered at Popular Center in the Milla de Oro financial district in the Hato Rey business center of San Juan, the capital city and municipality of the archipelago and island of Puerto Rico. Founded in 1893, it is the largest banking institution in Puerto Rico in terms of assets and deposits, and it ranks among the largest bank and thrift holding companies in total assets in the United States. In recent years, it has expanded into other areas of the Caribbean and Latin America.
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Popular, Inc., doing business as Banco Popular de Puerto Rico (BPPR) or simply as Banco Popular in Puerto Rico and the U.S. and British Virgin Islands, and as Popular Bank in the United States, is a full-service financial services conglomerate headquartered at Popular Center in the Milla de Oro financial district in the Hato Rey business center of San Juan, the capital city and municipality of the archipelago and island of Puerto Rico. Founded in 1893, it is the largest banking institution in Puerto Rico in terms of assets and deposits, and it ranks among the largest bank and thrift holding companies in total assets in the United States. In recent years, it has expanded into other areas of the Caribbean and Latin America.
History
The bank was founded in Puerto Rico in 1893 when the island was still under Spanish administration. It was led in its early stages by Rafael Carrión Sr. and Don Manuel Muñoz Barrios, the latter of which was the company's first president and administrator.
During the 1970s, the company's commercials were popular on Puerto Rican television: they presented a balding, middle aged man in a white tee shirt, announcing the company in a comic way. The 1970s also saw a giant step in the development of Banco Popular as Puerto Rico's biggest bank, when it bought two-thirds of the Banco de Crédito y Ahorro Ponceño. Through this purchase, Popular entered the credit-card industry.
During the following decades, Banco Popular put great of emphasis on the company's public image. It was during the 1980s, after Rafael Carrion, Sr.'s death, that Richard L. Carrión assumed the role as President of the corporation.
In 1989, the bank introduced a children's savings service with a bear, "Populoso", as its mascot. The Club del Ahorro (or Savings Club) was (and still is) intended to encourage children to open savings accounts and keep track of their money.
1990s
The following decade started with a big development for the bank, when in 1990 it merged with Banco de Ponce, one of the largest banks in Puerto Rico. At this time, Banco Popular's holding company changed its name to BanPonce Corporation. Popular acquired Banco Roig, one of the main banks in the eastern side of the island, in 1997, entering a geographical market in which it had yet to succeed.
During the late 1990s, the company began to diversify its services thanks to revisions of state laws that allowed banks certain 'privileges' related to different financial services other than banking. These years saw the birth of Popular Auto, Popular Finance, Popular Mortgage, Popular Insurance, Popular Leasing, among others.
During this time, the company created one of its flagship subsidiaries, Popular Securities. It quickly became the investment banking, retail brokerage, and institutional sales arm of Banco Popular. On the retail side, Popular Securities has an extensive network of brokers in Puerto Rico, rivaled only by Swiss giant UBS and more recently by Banco Santander. Popular Securities has additional offices in New York City, San Antonio, Houston, and Chicago.
2000s
Due to its growth in Puerto Rico, and the aggressive expansion in the United States, the company changed its name once again in 2000 to Popular, Inc., a name that goes back to the traditional roots of the corporation and which also reflects the common title in almost all of the subsidiaries of the company.
During this period, the company reorganized itself into three main subsidiary companies: Banco Popular de Puerto Rico, with David Chafey Jr. as president; Popular Bank, with Roberto Herencia as president; and Evertec, with Felix Villamil as president. Richard Carrión remained as president and CEO of the parent company, Popular, Inc.
In the January 24, 2005 issue of Fortune, Popular, Inc. was chosen as one of the 100 Best Companies to Work For.
On April 11, 2005, Popular Bank announced a five-year agreement with the New York Mets under which Popular would operate seven ATMs and display various advertisements at Shea Stadium until it closed in September 2008, and the team moved to the new Citi Field.
Present
Popular's world headquarters are located in the San Juan's Hato Rey business district, on a stretch of a thoroughfare commonly known as Milla de Oro ("The Golden Mile") due to the number of banks headquartered in the area. Travelers who fly into the Luis Muñoz Marín International Airport can appreciate Popular's landmark building below.
Between 2010 and 2012, the bank re-branded its mainland branches as Popular Community Bank in an effort to attract more non-Hispanic customers. The first branches to bear the new name were in the Chicago market followed by those in Southern California and Florida, then New York City and New Jersey.
As of January, 2012, Popular, Inc. still owed $935 million to the US government Troubled Asset Relief Program.
In March 2013, Popular announced it would sell a $568 million portfolio of non-performing loans to a joint venture between Caribbean Property Group and funds affiliated with Perella Weinberg Partners.
In 2014, Popular Community Bank sold many of its mainland United States branches in Central Florida, Illinois and Southern California to cut costs and shore up its reserves against losses caused by foreclosures and the recession in Puerto Rico. After the sale, Popular Community Bank retained 49 branches in South Florida, New Jersey, and New York. On September 12, 2014, Harbor Community Bank purchased Popular's branches in Orlando and central Florida. On November 7, 2014, Banc of California in Irvine purchased 20 branches of Popular Community Bank in southern California.
In 2018, Popular Community Bank changed its name to Popular Bank (Legal name) and Popular, commercial name.
Stats
Banco Popular was ranked the Best Consumer Internet Bank in Puerto Rico by Global Finance in 2007.
Timeline (2005–present)
2005: Popular completes acquisition of Quaker City Bank, establishing California as the largest region of Popular Bank. Popular also purchases New Jersey's Infinity Mortgage for an undisclosed amount. On August 3, 2005, Popular announced the purchase of E-Loan for an estimated $300 million merger agreement. A month later, on September 21, Popular announced that it would sell Popular Cash Express to ACE Cash Express for $36 million. Popular was ranked as the 691st largest company in the world by Forbes.
2007: Banco Popular North America sells five of six branches in Texas region to Prosperity Bank.
2007: Banco Popular acquires Citibank's retail business in Puerto Rico, including nine branches, as well as the operations in Puerto Rico of broker-dealer Smith Barney, a Citibank subsidiary.
2008: Popular agrees to sell certain assets of Equity One, the U.S. mainland consumer finance operations of Popular Financial Holdings, to American General Finance, a member of American International Group.
2010: Banco Popular acquires competitor Westernbank, after it failed and the Federal Deposit Insurance Corporation seized its deposits. On October 1, 2010, Popular sold 51% Evertec participating to Apollo Management.
2015: Banco Popular acquires the deposits of Doral Bank after regulators declared it insolvent.
2018: Popular Community Bank changed its name to Popular Bank (Legal name) and Popular, commercial name.
Subsidiaries and services
Puerto Rico
Banco Popular de Puerto Rico
Popular Auto
Popular Securities
Popular Asset Management
Popular Insurance
Popular Mortgage
Popular Risk Services
United States
Popular Bank
Popular Business Banking
Popular Association Banking
Popular Equipment Finance
Popular Direct
Popular Private Client
Virgin Islands
Banco Popular Virgin Islands
Former subsidiaries
Popular Cash Express (sold to ACE Cash Express on 09/21/2005)
Musical tradition
For its 100th Anniversary celebration, Popular gathered a group of Latin-American musicians in an effort to create a musical televised show. After the large success of this venture, the company began to produce annual live Christmas concerts and television specials with various Puerto Rican and international singers and artists. The concerts and specials are aired on local television stations and then released on CDs and DVD.
Competitors (in Puerto Rico)
OFG Bancorp
First BanCorp
Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗
BPOP Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
BPOP Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
| Date ex-dividende | Montant |
|---|---|
| 29 mai 2026 | $0,7500 |
| 18 mars 2026 | $0,7500 |
| 5 décembre 2025 | $0,7500 |
| 12 septembre 2025 | $0,7500 |
| 29 mai 2025 | $0,7000 |
| 18 mars 2025 | $0,7000 |
| 6 décembre 2024 | $0,7000 |
| 13 septembre 2024 | $0,6200 |
| 30 mai 2024 | $0,6200 |
| 13 mars 2024 | $0,6200 |
| 6 décembre 2023 | $0,6200 |
| 7 septembre 2023 | $0,5500 |
| 31 mai 2023 | $0,5500 |
| 17 mars 2023 | $0,5500 |
| 6 décembre 2022 | $0,5500 |
| 6 septembre 2022 | $0,5500 |
| 1 juin 2022 | $0,5500 |
| 14 mars 2022 | $0,5500 |
| 6 décembre 2021 | $0,4500 |
| 9 septembre 2021 | $0,4500 |
BPOP Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
- Achat fort 4 25,0%
- Achat 11 68,8%
- Conserver 1 6,2%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
10 analystes · 2026-08-18Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $4.35 | $3.80 | 0.55% |
| 31 mars 2026 | $3.78 | $3.40 | 0.38% |
| 31 décembre 2025 | $3.53 | $3.10 | 0.43% |
| 30 septembre 2025 | $3.14 | $3.01 | 0.13% |
| 30 juin 2025 | $3.28 | $2.61 | 0.67% |
| 31 mars 2025 | $2.56 | $2.22 | 0.34% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| BPOP | — | — | — | — | — | — |
| FBP | $3.25B | 9.6 | 2.4% | 27.5% | 19.0% | — |
| OFG | — | 8.9 | — | — | — | — |
| BPOPM | $1.65B | 2.0 | 8.8% | 26.0% | 13.7% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 9
| Métrique | Tendance | Q2 2017 |
|---|---|---|
| Interest Expense | $54M | |
| Interest Income | $429M | |
| Pretax Income | $132M | |
| Income Tax | $36M | |
| Net Income | $96M | |
| EPS (Basic) | $0.94 | |
| EPS (Diluted) | $0.94 | |
| Shares (Basic) | 101,601,552 | |
| Shares (Diluted) | 101,708,703 |
Bilan 13
| Métrique | Tendance | Q2 2017 |
|---|---|---|
| PP&E (Net) | $547M | |
| Goodwill | $627M | |
| Intangibles | $40M | |
| Total Assets | $41.24B | |
| Total Liabilities | $35.96B | |
| Common Stock | $1M | |
| Paid-in Capital | $4.26B | |
| Retained Earnings | $1.36B | |
| Treasury Stock | $90M | |
| AOCI | $-303M | |
| Stockholders' Equity | $5.28B | |
| Liabilities + Equity | $41.24B | |
| Shares Outstanding | 101,986,758 |
Flux de trésorerie 2
| Métrique | Tendance | Q2 2017 |
|---|---|---|
| Amort. of Intangibles | $2M | |
| Stock Issued | $2M |
Rentabilité 4
| Métrique | Tendance | Q2 2017 |
|---|---|---|
| Net Margin | 19.6% | |
| Pretax Margin | 26.9% | |
| ROA | 0.24% | |
| ROE | 1.8% |
Efficacité 1
| Métrique | Tendance | Q2 2017 |
|---|---|---|
| Asset Turnover | 0.0 |
Valorisation (TTM) 5
| Métrique | Tendance | Q2 2017 |
|---|---|---|
| Net Income TTM | $325M | |
| Market Cap | $4.25B | |
| P/E | 13.4 | |
| P/B | 0.8 | |
| Earnings Yield | 7.5% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Dernières actualités Actualités récentes mentionnant cette entreprise
Signaux de trading Signaux d'achat/vente récents avec prix d'entrée et ratio risque/récompense
Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets
Choisissez les indicateurs qui vous importent — cliquez sur le ➕ à côté de n'importe quelle ligne dans Fondamentaux Complets ci-dessus.
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Détenteurs institutionnels (13F) 495 déclarants · $6.3B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 80 (+10 vs T. préc.) | 45 (+3 vs T. préc.) | 145 (-7 vs T. préc.) | 167 (+23 vs T. préc.) | +13.9M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $736 708 332 | 4 487 199 | 11,76% | Actions |
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| FRONTIER CAPITAL MANAGEMENT CO LLC | $119 067 801 | 725 227 | 1,90% | Actions |
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| EARNEST PARTNERS LLC | $107 754 618 | 656 320 | 1,72% | Actions |
| MACQUARIE GROUP LTD | $103 068 100 | 627 775 | 1,65% | Actions |
| WELLINGTON MANAGEMENT GROUP LLP | $99 166 690 | 604 012 | 1,58% | Actions |
| Polaris Capital Management, LLC | $86 890 787 | 529 241 | 1,39% | Actions |
| PANAGORA ASSET MANAGEMENT INC | $80 530 290 | 490 500 | 1,29% | Actions |
| MILLENNIUM MANAGEMENT LLC | $72 040 050 | 438 787 | 1,15% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $66 739 170 | 406 500 | 1,07% | Actions |
| Quantinno Capital Management LP | $63 588 211 | 387 307 | 1,02% | Actions |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $59 036 337 | 359 583 | 0,94% | Actions |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54 274 132 | 330 577 | 0,87% | Actions |
| MACKENZIE FINANCIAL CORP | $52 118 777 | 317 449 | 0,83% | Actions |
| TORONTO DOMINION BANK | $51 528 550 | 313 854 | 0,82% | Actions |
| VANGUARD GROUP INC | $50 491 241 | 405 487 | 0,81% | Actions |
| NEW YORK STATE COMMON RETIREMENT FUND | $49 768 212 | 303 132 | 0,79% | Actions |
| Minneapolis Portfolio Management Group, LLC | $49 326 048 | 300 439 | 0,79% | Actions |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $47 900 664 | 291 757 | 0,76% | Actions |
| Bridgewater Associates, LP | $45 676 025 | 278 207 | 0,73% | Actions |
| TWO SIGMA INVESTMENTS, LP | $43 028 787 | 262 083 | 0,69% | Actions |
| Verition Fund Management LLC | $39 714 485 | 241 896 | 0,63% | Actions |
| Alyeska Investment Group, L.P. | $39 533 887 | 240 796 | 0,63% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37 000 426 | 225 365 | 0,59% | Actions |
| GOLDMAN SACHS GROUP INC | $34 960 161 | 212 938 | 0,56% | Actions |
| BlackRock, Inc. | $32 351 012 | 197 046 | 0,52% | Actions |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $31 613 120 | 191 769 | 0,50% | Actions |
| Arbejdsmarkedets Tillaegspension | $29 913 596 | 182 200 | 0,48% | Actions |
| FIRST TRUST ADVISORS LP | $27 163 909 | 165 452 | 0,43% | Actions |
| LOOMIS SAYLES & CO L P | $27 146 014 | 165 343 | 0,43% | Actions |
| California Public Employees Retirement System | $26 166 188 | 159 375 | 0,42% | Actions |
| Azora Capital LP | $26 146 158 | 159 253 | 0,42% | Actions |
| Crossmark Global Holdings, Inc. | $26 142 225 | 159 229 | 0,42% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $25 338 720 | 154 335 | 0,40% | Actions |
| Assenagon Asset Management S.A. | $24 478 253 | 149 094 | 0,39% | Actions |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $22 961 886 | 139 858 | 0,37% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21 828 059 | 132 952 | 0,35% | Actions |
| Swiss National Bank | $21 409 072 | 130 400 | 0,34% | Actions |
| SEI INVESTMENTS CO | $21 178 400 | 128 995 | 0,34% | Actions |
| Point72 Asset Management, L.P. | $21 164 115 | 128 908 | 0,34% | Actions |
| BANK OF NOVA SCOTIA | $21 152 623 | 128 838 | 0,34% | Actions |
| BANK OF AMERICA CORP /DE/ | $20 585 546 | 125 384 | 0,33% | Actions |
| RAYMOND JAMES FINANCIAL INC | $20 196 180 | 123 012 | 0,32% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $20 039 501 | 122 058 | 0,32% | Actions |
| VOYA INVESTMENT MANAGEMENT LLC | $19 874 974 | 121 056 | 0,32% | Actions |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $18 961 641 | 115 493 | 0,30% | Actions |
| MARTINGALE ASSET MANAGEMENT L P | $18 387 668 | 111 997 | 0,29% | Actions |
| CIBC WORLD MARKET INC. | $18 139 263 | 110 484 | 0,29% | Actions |
| M&G PLC | $16 713 732 | 101 913 | 0,27% | Actions |
| ALGERT GLOBAL LLC | $16 447 717 | 100 181 | 0,26% | Actions |
| Brevan Howard Capital Management LP | $16 418 000 | 100 000 | 0,26% | Actions |
| JANE STREET GROUP, LLC | $15 978 654 | 97 324 | 0,26% | Actions |
| RENAISSANCE TECHNOLOGIES LLC | $15 666 877 | 95 425 | 0,25% | Actions |
| AMERICAN CENTURY COMPANIES INC | $15 663 757 | 95 406 | 0,25% | Actions |
| Penn Capital Management Company, LLC | $15 146 281 | 92 039 | 0,24% | Actions |
| Balyasny Asset Management L.P. | $14 880 126 | 90 633 | 0,24% | Actions |
| Freestone Grove Partners LP | $14 766 513 | 89 941 | 0,24% | Actions |
| ROYCE & ASSOCIATES LP | $14 600 856 | 88 932 | 0,23% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14 172 470 | 87 108 | 0,23% | Actions |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14 113 077 | 85 961 | 0,23% | Actions |
| Edgestream Partners, L.P. | $14 041 330 | 85 524 | 0,22% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $13 933 628 | 84 868 | 0,22% | Actions |
| NATIXIS | $12 784 204 | 77 867 | 0,20% | Actions |
| Jain Global LLC | $12 065 917 | 73 492 | 0,19% | Actions |
| BARCLAYS PLC | $11 056 538 | 67 344 | 0,18% | Actions |
| Susquehanna Portfolio Strategies, LLC | $10 876 432 | 66 247 | 0,17% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10 723 001 | 79 921 | 0,17% | Actions |
| IEQ CAPITAL, LLC | $10 703 551 | 65 194 | 0,17% | Actions |
| TCW GROUP INC | $10 642 475 | 64 822 | 0,17% | Actions |
| RHUMBLINE ADVISERS | $10 228 196 | 62 299 | 0,16% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $9 973 771 | 60 749 | 0,16% | Actions |
| SummitTX Capital, L.P. | $9 958 174 | 60 654 | 0,16% | Actions |
| RITHOLTZ WEALTH MANAGEMENT | $9 739 322 | 59 321 | 0,16% | Actions |
| MARSHALL WACE, LLP | $9 657 396 | 58 822 | 0,15% | Actions |
| Russell Investments Group, Ltd. | $9 430 716 | 57 441 | 0,15% | Actions |
| Copeland Capital Management, LLC | $8 991 481 | 54 766 | 0,14% | Actions |
| LPL Financial LLC | $8 741 743 | 53 245 | 0,14% | Actions |
| VAN ECK ASSOCIATES CORP | $8 598 928 | 52 375 | 0,14% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 406 016 | 51 200 | 0,13% | Option d'achat |
| CREDIT AGRICOLE S A | $8 400 926 | 51 169 | 0,13% | Actions |
| BOOTHBAY FUND MANAGEMENT, LLC | $7 700 535 | 46 903 | 0,12% | Actions |
| ROYAL BANK OF CANADA | $7 684 000 | 46 805 | 0,12% | Actions |
| Illinois Municipal Retirement Fund | $7 527 981 | 45 852 | 0,12% | Actions |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $7 495 310 | 45 653 | 0,12% | Actions |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $7 411 862 | 31 829 | 0,12% | Actions |
| SIGNATUREFD, LLC | $6 956 461 | 42 371 | 0,11% | Actions |
| TWO SIGMA ADVISERS, LP | $6 674 272 | 53 600 | 0,11% | Actions |
| Vanguard Global Advisers, LLC | $6 174 317 | 37 607 | 0,10% | Actions |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6 111 309 | 45 549 | 0,10% | Actions |
Initiés de la société 57 initiés · 27 dirigeants · 25 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ignacio Alvarez | CEO | 30 juin 2025 F | 310 860 | 0 | 0 | $0 |
| Jorge J. Garcia | Executive Vice President & CFO | 25 février 2025 A | 16 660 | 0 | 0 | $0 |
| Carlos J Vazquez | Executive Vice President & CFO | 31 mars 2024 F | 133 800 | 0 | 0 | $0 |
| Jorge A Junquera | Sr. EVP & CFO | 22 février 2013 J | 121 087 | 0 | 0 | $0 |
| Javier D. Ferrer | PRESIDENT | 26 juin 2025 F | 96 871 | 0 | 0 | $0 |
| David H Chafey JR | President & COO | 22 février 2010 J | 640 771 | 0 | 0 | $0 |
| Gilberto Monzon | EXECUTIVE VICE PRESIDENT | 2 septembre 2025 S | 24 773 | 0 | 2 | $-2 240 638 |
| Camille Burckhart | Executive Vice President | 3 juin 2025 S | 27 382 | 0 | 0 | $0 |
| Adorno Denissa Rodriguez | Senior VP & Comptroller | 14 mai 2025 S | 3 604 | 0 | 0 | $0 |
| Jose R. Coleman-Tio | EVP & CHIEF LEGAL OFFICER | 25 février 2025 F | 17 636 | 0 | 0 | $0 |
| Maria Cristina Gonzalez-Noguera | Executive Vice President | 25 février 2025 F | 13 702 | 0 | 0 | $0 |
| Beatriz Castellvi | EVP & Chief Security Officer | 25 février 2025 F | 28 210 | 0 | 0 | $0 |
| Luis E. Cestero | Executive Vice President | 25 février 2025 F | 20 645 | 0 | 0 | $0 |
| Manuel Chinea | Executive Vice President | 25 février 2025 F | 31 002 | 0 | 0 | $0 |
| Eli Sepulveda | Executive Vice President | 25 février 2025 F | 35 020 | 0 | 0 | $0 |
| Eduardo J. Negron | Executive Vice President | 25 février 2025 F | 36 705 | 0 | 0 | $0 |
| Lidio Soriano | Executive Vice President | 25 février 2025 F | 102 149 | 0 | 0 | $0 |
| Juan Guerrero | Executive Vice President | 29 janvier 2023 J | 37 335 | 0 | 0 | $0 |
| Rivera O. Nestor | EXECUTIVE VICE PRESIDENT | 2 mai 2017 S | 15 846 | 0 | 0 | $0 |
| Ileana Gonzalez | Executive Vice President | 25 novembre 2016 S | 31 087 | 0 | 0 | $0 |
| Amilcar Jordan | EVP | 22 février 2010 J | 190 284 | 0 | 0 | $0 |
| Felix Villamil | EVP | 22 février 2010 J | 165 844 | 0 | 0 | $0 |
| Brunilda Santos De Alvarez | EVP & Chief Legal Officer | 22 février 2010 J | 162 737 | 0 | 0 | $0 |
| Cameron Williams | Executive Vice President | 16 mars 2006 J | 22 323 | 0 | 0 | $0 |
| Carlos Colino | Executive Vice President | 18 février 2004 P | 2 883 | 0 | 0 | $0 |
| Maria I Burkhart | Exec Vice President | 16 janvier 2004 A | — | 0 | 0 | $0 |
| Emilio E Pinero Ferrer | Executive Vice President | 16 janvier 2004 A | — | 0 | 0 | $0 |
| Bertil E. Chappuis | Administrateur | 1 juillet 2025 A | — | 0 | 0 | $0 |
| Jose Ramon Rodriguez | Administrateur | 1 juillet 2025 A | — | 0 | 0 | $0 |
| Robert Carrady | Administrateur | 1 juillet 2025 A | 3 073 | 0 | 0 | $0 |
| Betty K Devita | Administrateur | 1 juillet 2025 A | — | 0 | 0 | $0 |
| Myrna Soto | Administrateur | 1 juillet 2025 A | 4 639 | 0 | 0 | $0 |
| Carlos Unanue | Administrateur | 1 juillet 2025 A | 46 340 | 0 | 0 | $0 |
| Alejandro M Ballester | Administrateur | 1 juillet 2025 A | 0 | 0 | 0 | $0 |
| Maria Luisa Ferre | Administrateur | 1 juillet 2025 A | 36 054 | 0 | 0 | $0 |
| Kim C Goodwin | Administrateur | 1 juillet 2025 A | 39 275 | 0 | 0 | $0 |
| Richard L Carrion | Administrateur | 1 juillet 2025 A | 219 952 | 0 | 0 | $0 |
| Alejandro M Sanchez | Administrateur | 8 mai 2025 A | 4 851 | 0 | 0 | $0 |
| John W Diercksen | Administrateur | 1 avril 2025 A | 17 530 | 0 | 0 | $0 |
| Iii Joaquin E Bacardi | Administrateur | 1 avril 2024 A | 32 481 | 0 | 0 | $0 |
| David E. Goel | Administrateur | 23 mai 2017 A | 10 452 | 0 | 0 | $0 |
| William J Teuber JR | Administrateur | 23 mai 2017 A | 59 646 | 0 | 0 | $0 |
| Jose R Vizcarrondo | Administrateur | 10 mai 2013 J | 34 890 | 0 | 0 | $0 |
| Manuel Morales JR | Administrateur | 10 mai 2013 J | 22 418 | 0 | 0 | $0 |
| Michael Masin | Administrateur | 24 mai 2010 J | 116 581 | 0 | 0 | $0 |
| Frederic V Salerno | Administrateur | 24 mai 2010 J | 147 743 | 0 | 0 | $0 |
| Francisco M Rexach JR | Administrateur | 2 février 2010 J | 347 005 | 0 | 0 | $0 |
| Juan J Bermudez | Administrateur | 2 février 2010 J | 2 046 275 | 0 | 0 | $0 |
| Jose B Carrion JR | Administrateur | 15 mai 2006 J | 1 479 419 | 0 | 0 | $0 |
| Julio E Vizcarrondo JR | Administrateur | 13 août 2004 P | 1 696 140 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 1 participation
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| Personne déclarante non divulguée | 26 mars 2004 | — | Dépôt initial | Fusions et acquisitions / vente | 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.
Détention d'ETF Détenu par 108 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| SCAP · Series Portfolios Trust | 3,29% | 4 511 NS | 31 mai 2026 | N-PORT |
| PFI · Invesco Exchange-Traded Fund Trust | 2,97% | 10 102 SH | 8 août 2026 | Quotidien |
| EPSV · Harbor ETF Trust | 2,13% | 707 NS | 30 avril 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 1,95% | 577 NS | 30 avril 2026 | N-PORT |
| IAT · iShares Trust | 1,79% | 68 772 SH | 8 août 2026 | Quotidien |
| DPST · Direxion Shares ETF Trust | 1,08% | 35 788 NS | 30 avril 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 1,00% | 71 269 NS | 30 avril 2026 | N-PORT |
| ROE · EA Series Trust | 0,93% | 16 244 NS | 29 mai 2026 | N-PORT |
| FLRG · FIDELITY COVINGTON TRUST | 0,86% | 16 247 NS | 30 avril 2026 | N-PORT |
| FLCV · Federated Hermes ETF Trust | 0,82% | 5 349 NS | 31 mai 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,81% | 69 469 NS | 30 avril 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,74% | 8 114 NS | 31 mai 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0,73% | 5 201 SH | 8 août 2026 | Quotidien |
| PDP · Invesco Exchange-Traded Fund Trust | 0,67% | 57 946 SH | 8 août 2026 | Quotidien |
| VMAX · Lattice Strategies Trust | 0,55% | 1 710 NS | 30 avril 2026 | N-PORT |
| SMLF · iShares Trust | 0,53% | 127 635 SH | 8 août 2026 | Quotidien |
| CZA · Invesco Exchange-Traded Fund Trust | 0,52% | 5 763 SH | 8 août 2026 | Quotidien |
| QDEF · FlexShares Trust | 0,52% | 18 177 NS | 30 avril 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,48% | 19 433 NS | 30 avril 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,44% | 401 102 NS | 30 avril 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,43% | 12 448 NS | 30 avril 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,41% | 8 523 NS | 30 avril 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0,40% | 20 778 NS | 30 avril 2026 | N-PORT |
| GQQQ · EA Series Trust | 0,39% | 3 783 NS | 29 mai 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,36% | 181 626 NS | 30 avril 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,36% | 36 137 SH | 8 août 2026 | Quotidien |
| VFMF · VANGUARD WELLINGTON FUND | 0,35% | 15 074 SH | 8 août 2026 | Quotidien |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,33% | 9 757 NS | 30 avril 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,31% | 4 524 NS | 30 avril 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,31% | 9 084 SH | 8 août 2026 | Quotidien |
| BFOR · ALPS ETF Trust | 0,26% | 3 778 NS | 31 mai 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0,25% | 10 617 NS | 31 mai 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,24% | 10 114 NS | 30 avril 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 11 534 NS | 30 avril 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,23% | 20 296 NS | 30 avril 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,22% | 35 263 NS | 30 avril 2026 | N-PORT |
| ESML · iShares Trust | 0,22% | 36 760 SH | 8 août 2026 | Quotidien |
| VBR · VANGUARD INDEX FUNDS | 0,21% | 892 483 SH | 8 août 2026 | Quotidien |
| ISCV · iShares Trust | 0,21% | 8 358 SH | 8 août 2026 | Quotidien |
| SCHA · SCHWAB STRATEGIC TRUST | 0,21% | 315 923 NS | 31 mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,20% | 186 672 NS | 30 avril 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 26 080 NS | 30 avril 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,18% | 177 584 NS | 31 mai 2026 | N-PORT |
| IYF · iShares Trust | 0,17% | 42 131 SH | 8 août 2026 | Quotidien |
| ISCB · iShares Trust | 0,17% | 2 728 SH | 8 août 2026 | Quotidien |
| IYG · iShares Trust | 0,16% | 19 451 SH | 8 août 2026 | Quotidien |
| SMMD · iShares Trust | 0,15% | 31 930 SH | 8 août 2026 | Quotidien |
| VFMO · VANGUARD WELLINGTON FUND | 0,13% | 15 342 SH | 8 août 2026 | Quotidien |
| ISCG · iShares Trust | 0,13% | 7 248 SH | 8 août 2026 | Quotidien |
| VXF · VANGUARD INDEX FUNDS | 0,12% | 740 551 SH | 8 août 2026 | Quotidien |