VOYA Voya Financial, Inc. Common Stock

NYSE · Financial Services · Lihat di SEC EDGAR ↗
$100,38
Harga · Agu 18, 2026
Fundamental per Agu 6, 2026

Tentang Voya Financial, Inc. Common Stock Tinjauan perusahaan dari Wikipedia

Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. In April 2014, the company rebranded itself as Voya Financial. Voya's predecessors had first entered the U.S. market in the 1970s.

Baca selengkapnya

Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. In April 2014, the company rebranded itself as Voya Financial. Voya's predecessors had first entered the U.S. market in the 1970s.

Voya Financial returned to the Fortune 500 list in 2024, coming in at #487 with $7.3 billion in revenue.

## Operations

The company's main center for broker-dealer (the ING Financial Partners division) and annuities businesses is located in Des Moines, Iowa. This center was first established in 1997 and employed 400 as of late 2014. On July 31, 2017, Voya entered into an agreement with Cognizant to outsource a broad range of IT services, resulting in layoffs and jobs transferred to Cognizant.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

VOYA Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$100.38
Kapitalisasi Pasar
$9.42B
P/E (TTM)
16.0
EPS (TTM)
$6.29
Pendapatan (TTM)
$8.19B
Imbal Hasil Dividen
1.9%
ROE
14.6%
D/E Utang/Ekuitas
0.5
Rentang 52M
$65 – $104

VOYA Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $8.19B
7-point trend, +9.5%
2019-12-31 2025-12-31
EPS $6.29
7-point trend, +338.3%
2019-12-31 2025-12-31
Arus Kas Bebas
Margin 8.0%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
VOYA
Median Rekan
P/E (TTM)
5-point trend, +231.5%
16.0
31.6
P/S (TTM)
5-point trend, -50.1%
1.2
1.4
P/B
5-point trend, +63.0%
1.9
1.1

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
VOYA
Median Rekan
Operating Margin (Margin Operasi)
12.7%
Net Profit Margin (Margin Laba Bersih)
5-point trend, -84.1%
8.0%
6.2%
ROA
5-point trend, -68.6%
0.38%
0.32%
ROE
5-point trend, -37.0%
14.6%
5.1%
ROIC
11.9%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
VOYA
Median Rekan
Debt / Equity (Utang / Ekuitas)
5-point trend, +72.6%
0.5

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
VOYA
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +96.2%
1.7%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +96.2%
11.4%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +96.2%
1.4%
EPS YoY
5-point trend, -66.1%
1.9%
Net Income YoY (Laba Bersih YoY)
5-point trend, -72.4%
-1.9%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
VOYA
Median Rekan
EPS (Diluted)
5-point trend, -66.1%
$6.29

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
VOYA
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +623.9%
27.2%

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
1.9%
Rasio Pembayaran Dividen
27.2%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
26 Mei 2026$0,4700
25 Feb. 2026$0,4700
26 Nov. 2025$0,4700
26 Agu 2025$0,4500
27 Mei 2025$0,4500
25 Feb. 2025$0,4500
26 Nov. 2024$0,4500
27 Agu 2024$0,4500
24 Mei 2024$0,4000
23 Feb. 2024$0,4000
24 Nov. 2023$0,4000
25 Agu 2023$0,4000
25 Mei 2023$0,2000
23 Feb. 2023$0,2000
25 Nov. 2022$0,2000
25 Agu 2022$0,2000
24 Mei 2022$0,2000
24 Feb. 2022$0,2000
26 Nov. 2021$0,2000
25 Agu 2021$0,1650

VOYA Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 19 analis
  • Beli Kuat 3 15,8%
  • Beli 10 52,6%
  • Tahan 5 26,3%
  • Jual 1 5,3%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

12 analis · 2026-08-14
Target median $109.50 +9,1%
Target rata-rata $106.67 +6,3%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.07%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $1.51 $2.02 -0.51%
31 Maret 2026 $2.26 $2.09 0.17%
31 Des. 2025 $1.94 $2.12 -0.18%
30 Sep. 2025 $2.45 $2.28 0.17%
30 Juni 2025 $2.46 $2.08 0.38%
31 Maret 2025 $2.00 $1.58 0.42%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
VOYA $6.99B 11.8 1.7% 8.0% 14.6%
APO $83.81B 26.1 22.7% 10.9% 17.2%
CRBG -44.4 -1.2%
EQH -9.9 -6.1%
JXN $7.13B -444.4 104.3% 0.40% 0.27%
ALRS $572M 33.1 1.1% 7.8% 3.3%
SOR
NEWT

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 13
Data Laporan Laba Rugi Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, -25.5% $8.19B $8.05B $7.35B $5.93B $4.17B $7.65B $7.48B $7.16B $7.23B $8.79B $8.72B $10.99B
Operating Expenses 12-point trend, -0.4% $3.45B $3.08B $3.10B $2.54B $2.59B $2.65B $2.75B $2.60B $2.56B $2.65B $2.68B $3.46B
Operating Income 6-point trend, +385.3% $1.04B $870M $916M · · · · · · $114M $156M $214M
Interest Expense 6-point trend, -7.2% · · · · · · $176M $221M $184M $288M $197M $190M
Other Non-op 9-point trend, -65.8% · · · $148M $579M $409M $465M $443M $379M $342M $385M $433M
Pretax Income 12-point trend, -32.0% $837M $799M $678M $428M $3.08B $352M $574M $521M $385M $10M $476M $1.23B
Income Tax 12-point trend, +106.0% $104M $57M $-51M $-5M $-34M $-18M $-217M $39M $687M $-29M $84M $-1.73B
Net Income 12-point trend, -71.5% $654M $667M $625M $510M $2.37B $-206M $-360M $762M $-2.99B $-327M $408M $2.29B
EPS (Basic) 11-point trend, +253.6% $6.40 $6.31 $5.74 $4.70 $20.02 $-1.90 $-2.75 $4.67 $-16.25 $-1.63 $1.81 ·
EPS (Diluted) 11-point trend, +249.4% $6.29 $6.17 $5.42 $4.30 $18.56 $-1.84 $-2.64 $4.53 $-16.25 $-1.61 $1.80 ·
Shares (Basic) 12-point trend, -62.1% 95,800,000 99,200,000 102,700,000 100,700,000 116,700,000 127,400,000 141,000,000 163,200,000 184,100,000 200,800,000 225,400,000 253,100,000
Shares (Diluted) 12-point trend, -61.8% 97,400,000 101,400,000 108,800,000 110,200,000 125,800,000 131,900,000 147,000,000 168,200,000 184,100,000 202,700,000 227,400,000 255,100,000
EBITDA 4-point trend, +156.9% $1.04B · · · · · · · · $213M $348M $404M
Neraca 16
Data Neraca Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 8-point trend, -44.6% · · · · $1.40B $1.50B $1.18B $1.24B $854M $2.10B $1.82B $2.53B
PP&E (Gross) 4-point trend, -7.9% · · · · · · · · $376M $373M $367M $408M
Accum. Depreciation 4-point trend, -4.7% · · · · · · · · $269M $261M $242M $282M
Goodwill 9-point trend, +2493.5% $804M $748M $748M $327M $72M $48M $48M $48M $31M · · ·
Intangibles 11-point trend, +297.8% $874M $832M $857M $631M $97M $76M $87M $121M $155M $188M $220M ·
Total Assets 12-point trend, -21.2% $178.86B $163.89B $157.09B $146.61B $171.26B $180.52B $168.99B $155.38B $222.53B $214.59B $218.22B $226.93B
Short-term Debt 12-point trend, +586000000.00 $586M $399M $1M $141M $1M $1M $1M $1M $337M $0 $0 $0
Total Liabilities 12-point trend, -17.5% $171.82B $157.88B $151.03B $141.61B $161.44B $169.34B $158.83B $146.44B $211.49B $200.62B $201.95B $208.37B
Long-term Debt 12-point trend, -40.2% $2.10B $2.50B $2.10B $2.23B $2.60B $3.04B $3.04B $3.14B $3.46B $3.55B $3.46B $3.52B
Total Debt 12-point trend, -23.5% $2.69B $2.90B $2.10B $2.38B $2.60B $3.05B $3.04B $3.14B $3.80B $3.55B $3.49B $3.52B
Common Stock 12-point trend, -61.5% $1M $1M $1M $1M $1M $2M $2M $3M $3M $3M $3M $3M
Treasury Stock 12-point trend, +25.2% $1.01B $754M $56M $39M $80M $1.02B $460M $4.98B $3.83B $2.80B $2.30B $807M
AOCI 12-point trend, -157.6% $-1.79B $-2.46B $-2.40B $-3.06B $1.81B $4.90B $3.33B $607M $2.73B $1.92B $1.43B $3.10B
Stockholders' Equity 12-point trend, -69.3% $4.95B $4.00B $4.19B $3.35B $8.25B $10.11B $9.34B $8.15B $10.01B $12.99B $13.44B $16.15B
Liabilities + Equity 12-point trend, -21.2% $178.86B $163.89B $157.09B $146.61B $171.26B $180.52B $168.99B $155.38B $222.53B $214.59B $218.22B $226.93B
Shares Outstanding 12-point trend, -61.2% 93,842,616 95,500,000 102,900,000 97,200,000 107,800,000 124,200,000 132,300,000 151,000,000 172,000,000 194,600,000 209,100,000 241,900,000
Arus Kas 20
Data Arus Kas Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 3-point trend, +8.8% · · · · · · · · · $99M $92M $91M
Stock-based Comp 12-point trend, -22.2% $72M $96M $126M $90M $88M $88M $98M $96M $117M $99M $76M $93M
Deferred Tax 12-point trend, +104.9% $89M $42M $-62M $3M $410M $-9M $-318M $-81M $815M $-151M $-107M $-1.82B
Amort. of Intangibles 12-point trend, +88.6% $103M $96M $85M $36M $46M $55M $60M $61M $62M $63M $59M $55M
Restructuring · · · · · · · · · $34M · ·
Other Non-cash 3-point trend, +29.3% · · · · · · · · · $3.86B $2.69B $2.99B
Operating Cash Flow 12-point trend, -64.5% $1.29B $1.34B $1.64B $1.35B $22M $1.36B $1.31B $1.87B $1.58B $3.69B $3.25B $3.63B
CapEx 3-point trend, +104.0% · · · · · · · · · $67M $60M $33M
Investing Cash Flow 12-point trend, +58.7% $-1.37B $481M $2.53B $-1.95B $-327M $-2.46B $-1.25B $-282M $-2.43B $-3.68B $-4.27B $-3.31B
Debt Issued 5-point trend, +0.00 $0 $397M $388M $0 $0 · · · · · · ·
Net Debt Issued 3-point trend, -100.0% $0 $397M $388M · · · · · · · · ·
Stock Issued 12-point trend, +5000000.00 $5M $6M $0 $7M $4M $4M $3M $3M $3M $1M $0 $0
Stock Repurchased 12-point trend, -74.7% $200M $640M $369M $750M $1.11B $516M $1.14B $1.02B $923M $687M $1.49B $789M
Net Stock Activity 12-point trend, +75.3% $-195M $-634M $-369M $-743M $-1.11B $-512M $-1.13B $-1.02B $-920M $-686M $-1.49B $-789M
Dividends Paid 12-point trend, +1662.4% $178M $171M $127M $83M $36M $36M $44M $6M $8M $8M $9M $10M
Financing Cash Flow 12-point trend, +86.4% $-85M $-1.43B $-4.06B $28M $-265M $1.70B $-121M $-1.76B $-349M $389M $1.01B $-625M
Net Change in Cash 11-point trend, -822.2% $-166M $396M $111M $-566M $-570M $603M $-66M $-178M $-1.20B $398M $-18M ·
Taxes Paid 8-point trend, +1400.0% $15M $9M $11M $14M $3M $-111M $-127M $1M · · · ·
Free Cash Flow 3-point trend, -2.1% · · · · · · · · · $3.52B $3.19B $3.60B
Levered FCF 3-point trend, +0.5% · · · · · · · · · $3.15B $3.00B $3.14B
Profitabilitas 7
Data Profitabilitas Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
Operating Margin 4-point trend, +348.1% 12.7% · · · · · · · · 1.1% 2.2% 2.8%
Net Margin 12-point trend, -61.5% 8.0% 8.3% 8.5% 8.6% 50.3% -2.7% -4.7% 10.3% -34.7% -4.0% 3.6% 20.8%
Pretax Margin 12-point trend, -8.1% 10.2% 9.9% 9.2% 7.2% 65.6% 4.6% 7.5% 7.2% 6.1% 7.2% 8.6% 11.1%
EBITDA Margin 4-point trend, +247.4% 12.7% · · · · · · · · 2.0% 3.1% 3.6%
ROA 12-point trend, -63.1% 0.38% 0.42% 0.41% 0.32% 1.2% -0.12% -0.21% 0.46% -1.4% -0.20% 0.18% 1.0%
ROE 12-point trend, -6.7% 14.6% 16.3% 16.6% 8.0% 23.2% -2.1% -3.5% 9.6% -26.0% -3.2% 2.8% 15.7%
ROIC 4-point trend, +207.2% 11.9% · · · · · · · · 0.88% 1.4% 3.9%
Likuiditas & Solvabilitas 3
Data Likuiditas & Solvabilitas Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
Debt / Equity 12-point trend, +148.8% 0.5 0.7 0.5 0.5 0.3 0.3 0.3 0.4 0.4 0.3 0.3 0.2
LT Debt / Equity 12-point trend, +40.4% 0.3 0.5 0.5 0.5 0.3 0.3 0.3 0.4 0.3 0.3 0.3 0.2
Interest Coverage 3-point trend, -75.9% · · · · · · · · · 0.4 1.3 1.7
Efisiensi 1
Data Efisiensi Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -3.2% 0.0 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.1 0.0
Per Saham 6
Data Per Saham Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -20.7% $52.78 $41.94 $40.77 $45.98 $76.59 $81.38 $71.10 $54.40 $58.20 $66.76 $64.26 $66.60
Revenue / Share 12-point trend, +93.7% $84.08 $79.39 $67.54 $53.74 $33.62 $57.99 $50.86 $50.62 $46.81 $53.70 $49.87 $43.40
Cash Flow / Share 12-point trend, -7.0% $13.22 $13.26 $15.06 $12.27 $0.57 $9.17 $8.91 $11.11 $8.57 $17.86 $14.27 $14.22
Cash / Share 8-point trend, +24.3% · · · · $13.01 $12.09 $8.92 $10.19 $7.08 $14.95 $12.02 $10.46
Dividend / Share 12-point trend, +4450.0% $2 $2 $1 $1 $1 $1 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +30.0% $6.29 $6.17 $5.42 $4.30 $18.56 $-1.84 $-2.64 $4.53 $-16.25 $-1.61 $1.80 $4.84
Tingkat Pertumbuhan 8
Data Tingkat Pertumbuhan Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +103.8% 1.7% 9.6% 23.9% 42.1% -45.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +954.1% 11.4% 24.5% -1.3% · · · · · · · · ·
Revenue CAGR 5Y 1.4% · · · · · · · · · · ·
EPS YoY 4-point trend, +102.5% 1.9% 13.8% 26.1% -76.8% · · · · · · · ·
EPS CAGR 3Y 2-point trend, +144.0% 13.5% -30.7% · · · · · · · · · ·
Net Income YoY 4-point trend, +97.5% -1.9% 6.7% 22.6% -78.5% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, +125.1% 8.6% -34.5% · · · · · · · · · ·
Dividend CAGR 5Y 37.7% · · · · · · · · · · ·
Valuasi (TTM) 17
Data Valuasi (TTM) Tahunan untuk VOYA
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, -25.5% $8.19B $8.05B $7.35B $5.93B $4.17B $7.65B $7.48B $7.16B $7.23B $8.79B $8.72B $10.99B
Net Income TTM 12-point trend, -71.5% $654M $667M $625M $510M $2.37B $-206M $-360M $762M $-2.99B $-327M $408M $2.29B
Market Cap 12-point trend, -31.8% $6.99B $6.57B $7.50B $5.98B $7.15B $7.31B $8.07B $6.06B $8.51B $7.63B $7.72B $10.25B
Enterprise Value 8-point trend, -25.8% · · · · $8.34B $8.85B $9.93B $7.66B $11.09B $8.27B $8.69B $11.24B
P/E 12-point trend, +35.2% 11.8 11.2 13.5 14.3 3.6 -32.0 -23.1 8.9 -3.0 -24.4 20.5 8.8
P/S 12-point trend, -8.5% 0.9 0.8 1.0 1.0 1.7 1.0 1.1 0.8 1.2 0.9 0.9 0.9
P/B 12-point trend, +121.8% 1.4 1.6 1.8 1.3 0.9 0.7 0.9 0.7 0.8 0.6 0.6 0.6
P / Tangible Book 6-point trend, +191.7% 2.1 2.7 2.9 2.5 0.9 0.7 · · · · · ·
P / Cash Flow 12-point trend, +92.1% 5.4 4.9 4.6 4.4 99.2 6.0 6.2 3.2 5.4 2.1 2.4 2.8
P / FCF 3-point trend, -23.9% · · · · · · · · · 2.2 2.4 2.9
EV / EBITDA 3-point trend, +39.6% · · · · · · · · · 38.8 25.0 27.8
EV / FCF 3-point trend, -24.8% · · · · · · · · · 2.4 2.7 3.1
EV / Revenue 8-point trend, +95.4% · · · · 2.0 1.2 1.3 1.1 1.5 0.9 1.0 1.0
Dividend Yield 12-point trend, +2450.0% 2.5% 2.6% 1.7% 1.4% 0.50% 0.49% 0.55% 0.10% 0.09% 0.10% 0.12% 0.10%
Earnings Yield 12-point trend, -26.1% 8.4% 9.0% 7.4% 7.0% 28.0% -3.1% -4.3% 11.3% -32.9% -4.1% 4.9% 11.4%
Payout Ratio 12-point trend, +6086.4% 27.2% 25.6% 5.8% 7.1% 3.8% -36.9% -12.5% 0.69% -0.27% -1.9% 2.2% 0.44%
Annual Payout 12-point trend, +1662.4% $178M $171M $127M $83M $36M $36M $44M $6M $8M $8M $9M $10M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $8.19B$8.05B$7.35B$5.93B$4.17B
Margin Operasi % 12.7%
Laba Bersih $654M$667M$625M$510M$2.37B
EPS Dilusian $6.29$6.17$5.42$4.30$18.56
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 0.50.70.50.50.3

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Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
112 (+43 vs Kuartal sebelumnya) 37 (-21 vs Kuartal sebelumnya) 163 (+7 vs Kuartal sebelumnya) 155 (0 vs Kuartal sebelumnya) +17.5M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD PORTFOLIO MANAGEMENT LLC $444.347.313 4.908.288 9,91% Saham
VANGUARD CAPITAL MANAGEMENT LLC $370.684.862 4.094.608 8,27% Saham
STATE STREET CORP $290.413.088 3.207.921 6,48% Saham
WELLINGTON MANAGEMENT GROUP LLP $251.589.479 2.779.073 5,61% Saham
DIMENSIONAL FUND ADVISORS LP $233.900.917 2.583.684 5,22% Saham
GEODE CAPITAL MANAGEMENT, LLC $126.373.888 1.395.512 2,82% Saham
MAVERICK CAPITAL LTD $119.869.053 1.324.081 2,67% Saham
NORGES BANK $114.287.969 1.262.432 2,55% Saham
TOMS Capital Investment Management LP $113.253.030 1.251.000 2,53% Saham
Woodline Partners LP $103.768.564 1.146.234 2,31% Saham
AMERIPRISE FINANCIAL INC $100.930.358 1.114.883 2,25% Saham
TOMS Capital Investment Management LP $87.180.390 963.000 1,94% Opsi beli
FIRST TRUST ADVISORS LP $81.714.460 902.623 1,82% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $73.392.000 810.697 1,64% Saham
TWO SIGMA INVESTMENTS, LP $69.234.809 764.772 1,54% Saham
FMR LLC $61.745.166 682.041 1,38% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $61.578.687 680.202 1,37% Saham
GOLDMAN SACHS GROUP INC $56.317.028 622.081 1,26% Saham
MILLENNIUM MANAGEMENT LLC $52.349.425 578.255 1,17% Saham
VANGUARD FIDUCIARY TRUST CO $51.958.517 573.937 1,16% Saham
Qube Research & Technologies Ltd $42.439.649 468.791 0,95% Saham
D. E. Shaw & Co., Inc. $40.008.466 441.936 0,89% Saham
JANE STREET GROUP, LLC $37.109.786 409.917 0,83% Saham
VIRGINIA RETIREMENT SYSTEMS ET Al $36.995.459 496.650 0,82% Saham
AMERICAN CENTURY COMPANIES INC $35.746.536 394.858 0,80% Saham
NEUBERGER BERMAN GROUP LLC $34.805.352 384.462 0,78% Saham
ALGEBRIS (UK) LTD $31.669.193 350.925 0,71% Saham
GOLDMAN SACHS GROUP INC $31.196.638 344.600 0,70% Opsi jual
Sculptor Capital LP $30.237.020 334.000 0,67% Saham
WEDGE CAPITAL MANAGEMENT L L P/NC $30.008.535 439.235 0,67% Saham
Jain Global LLC $29.413.106 324.899 0,66% Saham
GOLDMAN SACHS GROUP INC $28.906.229 319.300 0,64% Opsi beli
Alyeska Investment Group, L.P. $27.159.000 300.000 0,61% Saham
BlackRock, Inc. $25.870.758 285.770 0,58% Saham
Leeward Investments, LLC - MA $25.668.695 283.538 0,57% Saham
Quantinno Capital Management LP $22.861.043 252.524 0,51% Saham
Point72 Asset Management, L.P. $22.775.537 251.580 0,51% Saham
ENVESTNET ASSET MANAGEMENT INC $22.398.489 247.415 0,50% Saham
RHUMBLINE ADVISERS $22.126.832 244.415 0,49% Saham
Impax Asset Management Group plc $20.567.963 227.195 0,46% Saham
Squarepoint Ops LLC $20.091.866 221.936 0,45% Saham
NATIXIS $19.795.924 218.667 0,44% Saham
California Public Employees Retirement System $19.584.445 216.331 0,44% Saham
Balyasny Asset Management L.P. $19.292.486 213.106 0,43% Saham
PRINCIPAL FINANCIAL GROUP INC $18.547.334 204.875 0,41% Saham
Aristotle Capital Boston, LLC $18.488.746 204.227 0,41% Saham
Epoch Investment Partners, Inc. $17.720.071 195.737 0,40% Saham
Retirement Systems of Alabama $17.578.572 194.174 0,39% Saham
ALLIANCEBERNSTEIN L.P. $17.370.565 254.253 0,39% Saham
Freestone Grove Partners LP $16.964.326 187.389 0,38% Saham
Swiss National Bank $16.847.633 186.100 0,38% Saham
M&G PLC $16.633.435 182.785 0,37% Saham
Engineers Gate Manager LP $16.341.118 180.505 0,36% Saham
Universal- Beteiligungs- und Servicegesellschaft mbH $16.017.292 176.928 0,36% Saham
Interval Partners, LP $15.869.818 175.299 0,35% Saham
CITADEL ADVISORS LLC $15.435.727 170.504 0,34% Saham
BANK OF AMERICA CORP /DE/ $15.377.245 169.858 0,34% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $14.828.814 163.800 0,33% Opsi beli
Jump Financial, LLC $14.618.694 161.479 0,33% Saham
BARCLAYS PLC $14.310.349 158.073 0,32% Saham
Gator Capital Management, LLC $14.157.534 156.385 0,32% Saham
TD Asset Management Inc $13.800.122 152.437 0,31% Saham
MORGAN STANLEY $13.499.381 149.115 0,30% Saham
MGO ONE SEVEN LLC $12.823.393 141.648 0,29% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $12.713.191 186.083 0,28% Saham
TUDOR INVESTMENT CORP ET AL $12.130.205 133.991 0,27% Saham
Schonfeld Strategic Advisors LLC $11.582.497 127.941 0,26% Saham
Trexquant Investment LP $11.380.526 125.710 0,25% Saham
Assenagon Asset Management S.A. $11.371.564 125.611 0,25% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $11.028.002 121.816 0,25% Saham
RAYMOND JAMES FINANCIAL INC $10.564.112 116.692 0,24% Saham
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $10.547.741 116.511 0,24% Saham
PICTON MAHONEY ASSET MANAGEMENT $10.027.287 110.762 0,22% Saham
Hudson Bay Capital Management LP $9.900.813 109.365 0,22% Saham
STATE OF WISCONSIN INVESTMENT BOARD $9.735.868 107.543 0,22% Saham
Bank of New York Mellon Corp $9.404.075 103.878 0,21% Saham
ALGERT GLOBAL LLC $9.154.937 101.126 0,20% Saham
PZENA INVESTMENT MANAGEMENT LLC $8.811.828 97.336 0,20% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $8.384.979 92.621 0,19% Saham
NEW YORK STATE COMMON RETIREMENT FUND $8.168.250 90.227 0,18% Saham
VANGUARD ASSET MANAGEMENT, Ltd $7.846.145 86.669 0,17% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7.734.302 113.207 0,17% Saham
NOMURA HOLDINGS INC $7.662.459 84.640 0,17% Saham
BANK OF NOVA SCOTIA $6.880.823 76.006 0,15% Saham
Walleye Capital LLC $6.792.647 75.032 0,15% Saham
VAN ECK ASSOCIATES CORP $6.680.661 73.795 0,15% Saham
VICTORY CAPITAL MANAGEMENT INC $6.393.863 70.627 0,14% Saham
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $6.356.111 70.210 0,14% Saham
NOMURA HOLDINGS INC $6.246.570 69.000 0,14% Opsi beli
IMC-Chicago, LLC $5.972.626 65.974 0,13% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $5.722.220 63.208 0,13% Saham
Bridgewater Associates, LP $5.687.909 62.829 0,13% Saham
SEB Asset Management AB $5.479.589 60.528 0,12% Saham
FIFTH THIRD BANCORP $5.349.421 59.090 0,12% Saham
Numerai GP LLC $5.334.118 58.921 0,12% Saham
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC $5.285.471 58.384 0,12% Saham
BancorpSouth Bank $5.119.548 68.728 0,11% Saham
Jefferies Financial Group Inc. $5.051.574 55.800 0,11% Opsi beli
Legal & General Group Plc $4.800.444 53.026 0,11% Saham
Robeco Institutional Asset Management B.V. $4.752.553 52.497 0,11% Saham

Orang dalam perusahaan 53 orang dalam · 28 pejabat · 21 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Heather H. Lavallee President and CEO 1 Juli 2025 M 67.597 0 0 $0
Robert L. Grubka CEO, Workplace Solutions 1 Juli 2024 M 42.880 0 0 $0
Christine Hurtsellers CEO, Investment Management 3 Juli 2023 M 31.324 0 0 $0
Jeffrey T Becker Chief Executive Officer, Investment Management 28 Maret 2016 M 18.761 0 0 $0
Maliz E Beams Chief Executive Officer, Retirement Solutions 5 Juni 2014 F 43.619 0 0 $0
Donald W Britton Chief Executive Officer, Insurance Solutions 4 Des. 2013 S 28.906 0 0 $0
Michael Robert Katz Executive Vice President, Chief Financial Officer 1 Juli 2025 M 38.494 0 0 $0
Michael S Smith Vice Chairman and Chief Financial Officer 21 Okt. 2022 S 196.752 0 0 $0
Ewout L Steenbergen Executive Vice President and Chief Financial Officer 28 Maret 2016 M 5.097 0 0 $0
Alain M Karaoglan Executive Vice President and Chief Operating Officer 7 Maret 2018 M 34.756 0 0 $0
Trevor Ogle Executive Vice President, Chief Legal Officer 8 Juni 2026 S 2.887 0 2 $-1.396.860
Santhosh Keshavan Executive Vice President, Chief Information Officer 1 Juli 2025 M 27.557 0 0 $0
Tony D Oh Senior Vice President, Chief Accounting Officer and Controller 20 Feb. 2025 S 0 0 0 $0
Rachel Tressy Executive Vice President, Chief Auditor 18 Feb. 2025 M 7.276 0 0 $0
My Chi To Executive Vice President, Chief Legal Officer and Corporate Secretary 18 Feb. 2025 M 8.155 0 0 $0
Donald C. Templin Pejabat 5 Des. 2024 F 3.468 0 0 $0
Nancy Ferrara Executive Vice President, Organizational Health and Enterprise Capability Building 20 Feb. 2024 M 22.846 0 0 $0
Kevin D Silva Executive Vice President 3 Juli 2023 M 3.809 0 0 $0
Charles P Nelson Vice Chairman 14 April 2023 A 203.024 0 0 $0
Clyde Landon Cobb Jr. Chief Accounting Officer 22 Feb. 2022 A 13.507 0 0 $0
Larry Port Chief Legal Officer 23 Feb. 2021 M 23.358 0 0 $0
Margaret M. Parent Chief Administrative Officer 21 Feb. 2020 M 43.505 0 0 $0
Patricia J Walsh Executive Vice President and Chief Legal Officer 31 Des. 2019 A 27.488 0 0 $0
Carolyn M Johnson Annuities and Individual Life 29 Maret 2019 A 24.362 0 0 $0
Chetlur S Ragavan Executive Vice President and Chief Risk Officer 7 Maret 2019 M 34.567 0 0 $0
Joseph D. Horan Interim Chief Accounting Officer 11 Sep. 2015 S 0 0 0 $0
Steven T Pierson Chief Accounting Officer 30 Maret 2015 S 8.415 0 0 $0
Bridget M Healy Executive Vice President and Chief Legal Officer 5 Juni 2014 F 15.869 0 0 $0
Ruth Ann M Gillis Direktur 30 Juni 2026 A 7.162 0 0 $0
Lynne Biggar Direktur 14 Agu 2025 M 16.588 0 0 $0
Yvette S. Butler Direktur 22 Mei 2025 A 355 0 0 $0
Kathleen Derose Direktur 22 Mei 2025 A 0 0 $0
Jane Chwick Direktur 22 Mei 2025 A 9.594 0 0 $0
Biff Bowman Direktur 22 Mei 2025 A 527 0 0 $0
Robert G Leary Direktur 22 Mei 2025 A 868 0 0 $0
William J Mullaney Direktur 22 Mei 2025 A 0 0 $0
Hikmet Ersek Direktur 22 Mei 2025 A 4.747 0 0 $0
Joseph V Tripodi Direktur 22 Mei 2025 A 13.186 0 0 $0
Aylwin B Lewis Direktur 22 Mei 2025 A 486 0 0 $0
ZWIENER DAVID K Direktur 23 Mei 2024 M 35.511 0 0 $0
Rodney O Martin JR Direktur 21 Feb. 2024 M 81.965 0 0 $0
Byron H Pollitt JR Direktur 25 Mei 2023 M 24.766 0 0 $0
Barry J Griswell Direktur 21 Mei 2020 A 0 0 0 $0
Curtis Arledge Direktur 30 Juli 2018 A 0 0 $0
Deborah C Wright Direktur 30 Mei 2018 A 4.471 0 0 $0
Fred S Hubbell Direktur 31 Maret 2017 A 16.159 0 0 $0
Dick H. Harryvan Direktur 7 Maret 2014 A 5.827 0 0 $0
Patrick G Flynn Direktur 7 Mei 2013 P 2.350 0 0 $0
Jan Hm Hommen Direktur 7 Mei 2013 P 5.100 0 0 $0
Brannigan C Thompson 16 Agu 2026 M 11.711 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 115 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
XMVM · Invesco Exchange-Traded Fund Trust 1,38% 69.077 SH 8 Agu 2026 Harian
GRPM · Invesco Exchange-Traded Fund Trust 1,33% 66.836 SH 8 Agu 2026 Harian
FXO · First Trust Exchange-Traded AlphaDE… 1,07% 139.961 NS 30 April 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 1,02% 34.018 SH 8 Agu 2026 Harian
BKDV · BNY Mellon ETF Trust II 0,95% 160.371 NS 30 April 2026 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0,78% 9.601 SH 8 Agu 2026 Harian
MCOW · Pacer Funds Trust 0,73% 88 NS 30 April 2026 N-PORT
PAMC · Pacer Funds Trust 0,64% 4.950 NS 30 April 2026 N-PORT
RCGE · EA Series Trust 0,56% 6.475 NS 30 April 2026 N-PORT
PGF · Invesco Exchange-Traded Fund Trust 0,56% 156.763 8 Agu 2026 Harian
QUVU · Hartford Funds Exchange-Traded Trust 0,54% 11.375 NS 30 April 2026 N-PORT
IJJ · iShares Trust 0,52% 461.181 SH 8 Agu 2026 Harian
NUSC · Nushares ETF Trust 0,52% 81.557 NS 30 April 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,47% 77.863 SH 8 Agu 2026 Harian
CZA · Invesco Exchange-Traded Fund Trust 0,45% 8.567 SH 8 Agu 2026 Harian
GTOS · Invesco Actively Managed Exchange-T… 0,37% 460.000 8 Agu 2026 Harian
RWK · Invesco Exchange-Traded Fund Trust … 0,37% 49.266 SH 8 Agu 2026 Harian
FNK · First Trust Exchange-Traded AlphaDE… 0,34% 8.885 NS 30 April 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,33% 12.576 NS 30 April 2026 N-PORT
MIDE · DBX ETF Trust 0,31% 127 NS 29 Mei 2026 N-PORT
XJH · iShares Trust 0,29% 12.257 SH 8 Agu 2026 Harian
ISCV · iShares Trust 0,28% 19.584 SH 8 Agu 2026 Harian
PGX · Invesco Exchange-Traded Fund Trust … 0,27% 435.329 8 Agu 2026 Harian
SDVD · First Trust Exchange-Traded Fund IV 0,27% 27.290 NS 30 April 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,26% 11.388 SH 8 Agu 2026 Harian
IJH · iShares Trust 0,25% 3.128.384 SH 8 Agu 2026 Harian
FNX · First Trust Exchange-Traded AlphaDE… 0,25% 39.858 NS 30 April 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,23% 921 NS 31 Maret 2026 N-PORT
PTMC · Pacer Funds Trust 0,23% 10.802 NS 30 April 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,22% 16.691 NS 30 April 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,22% 146.618 SH 8 Agu 2026 Harian
FSMD · FIDELITY COVINGTON TRUST 0,20% 57.970 NS 30 April 2026 N-PORT
ESML · iShares Trust 0,19% 53.336 SH 8 Agu 2026 Harian
SMLF · iShares Trust 0,18% 73.353 SH 8 Agu 2026 Harian
PFIG · Invesco Exchange-Traded Fund Trust … 0,17% 200.000 8 Agu 2026 Harian
VBR · VANGUARD INDEX FUNDS 0,17% 1.320.363 SH 8 Agu 2026 Harian
MVV · ProShares Trust 0,17% 3.248 NS 31 Mei 2026 N-PORT
DFAS · Dimensional ETF Trust 0,16% 281.450 NS 30 April 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0,16% 12.223 NS 31 Mei 2026 N-PORT
DFAT · Dimensional ETF Trust 0,16% 266.253 NS 30 April 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,16% 38.910 NS 30 April 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,15% 1.557 NS 30 April 2026 N-PORT
IYF · iShares Trust 0,14% 61.444 SH 8 Agu 2026 Harian
SCHM · SCHWAB STRATEGIC TRUST 0,14% 254.095 NS 31 Mei 2026 N-PORT
ISCB · iShares Trust 0,14% 4.002 SH 8 Agu 2026 Harian
PFF · iShares Trust 0,13% 752.523 SH 8 Agu 2026 Harian
LRGF · iShares Trust 0,13% 48.269 SH 8 Agu 2026 Harian
IYG · iShares Trust 0,13% 27.377 SH 8 Agu 2026 Harian
SMMD · iShares Trust 0,13% 46.269 SH 8 Agu 2026 Harian
DFSV · Dimensional ETF Trust 0,12% 114.340 NS 30 April 2026 N-PORT