PUK Prudential Public Limited Company Common Stock
NYSE · Insurance · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Mar 26, 2026PUK Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 20 Settembre 2021 | 1031-for-1000 | Avanti |
Informazioni su Prudential Public Limited Company Common Stock Panoramica della società da Wikipedia
Prudential plc is a British multinational insurance and asset management company headquartered in London and Hong Kong. It was founded in London in May 1848 to provide loans to professional and working people.
Prudential has dual primary listings on the London Stock Exchange and Hong Kong Stock Exchange, and is a constituent of the FTSE 100 Index. It also has secondary listings on the New York Stock Exchange and Singapore Exchange.
History
Early history
The company was founded in Hatton Garden in London in May 1848 as The Prudential, Investment, Loan, and Assurance Association and in September 1848 changed its name to The Prudential Mutual Assurance, Investment, and Loan Association, to provide loans to professional and working people. In 1854, the company began selling the relatively new concept of Industrial Branch insurance policies to the working class population for premiums as low as one penny a week through agents acting as door to door salesmen. The army of premium collection agents was for many years identified with the Prudential as the "Man from the Pru". The company moved to its long-time home at Holborn Bars in 1879 and converted to a limited company in 1881. The building was designed by Alfred Waterhouse, and is built of terracotta manufactured by Gibbs and Canning of Tamworth (c.1878): two of the same driving forces behind the Natural History Museum in London.
20th century
The company was first listed on the London Stock Exchange in 1924.
In the mid-1980s, financial deregulation allowed financial institutions to own estate agencies, and Prudential decided to follow early market entrants such as Provident Financial Group plc (Whitegates) and Lloyds Bank (Black Horse Agencies), in summer 1985 by purchasing a long-established and successful Huntingdon-based firm of estate agents, Ekins, Dilley and Handley, for £12 million. This was originally intended as an experiment allowing the company a new route to market for mortgage-linked endowment policies; however after many other financial institutions followed suit, Prudential rapidly started to embark on an acquisition trail which would quickly see it become market leader in terms of number of offices. Acquisitions included Chestertons Residential and Earl & Lawrence in August 1986, Edward Bailey & Son in January 1987, The Channel Island Estate Agency Property Shop in February 1987, and Rogers & Clark in May 1987. This was however done at great cost. Although a typical cost of establishing a new estate agency branch was around £75,000–£100,000, Prudential paid a total of £125 million for 337 of its branches: an average cost per branch of £371,000.
In 1986, Prudential acquired the American insurer Jackson National Life. In the same year, amongst many other acquisitions, Prudential Property Services acquired the fifty-two strong chain of Reeds Rains for £24 million.
The collapse of the housing market in the south of England in 1989 brought about a slump in income at Prudential Property Services, which during the first half of 1990 lost £23 million. Prudential had been closing branches, with 100 closing between December 1988 and May 1990. After these losses were announced, another 175 branches closed in July 1990. In May 1991 Prudential sold the remainder of the chain for a total of £13.5 million, representing a 90% loss on the cost of acquisition. Some branches were purchased by their original owners for fractions of the price they had received from the Prudential just a few years earlier. For example, the Prudential Property Services office in Hanwell was originally an independent agency, purchased by Prudential for £200,000: it was subsequently sold off to Rolfe East Estate Agents for £1. The western division of Prudential Property Services was sold to Scottish Widows to join their Connells Estate Agents chain. The northern division was sold in a £3.4 million management buyout reverting to the name, Reeds Rains, the south east division was sold to become Arun Estates, and Chestertons and another region were sold to the Woolwich Property Services.
In 1997, Prudential acquired Scottish Amicable, a business founded in 1826 in Glasgow as the West of Scotland Life Insurance Company, for £1.75 bn.
In 1998, Prudential set up Egg, an internet bank in the UK. The subsidiary reached 550,000 customers within nine months, but had difficulty achieving profitability. In June 2000, an initial public offering of 21% was made to allow for further growth of the internet business, but in February 2006 Prudential decided to repurchase the 21% share of Egg. Egg was subsequently sold to Citibank in January 2007. In 1999, M&G, a UK fund management company, was acquired. In June 2000, the company was first listed on the New York Stock Exchange to help focus on the US market.
21st century
In February 2002, Churchill bought Prudential's general insurance business.
In October 2004, Prudential launched a new subsidiary, PruHealth, a joint venture with Discovery Holdings of South Africa selling private medical insurance to the UK market. In April 2008, Prudential outsourced its back office functions to Capita: about 3,000 jobs were transferred (1,000 in Stirling, 750 in Reading and 1,250 in Mumbai). This significant outsourcing deal, worth an estimated £722m over a 15-year contract, built on Prudential's existing relationship with Capita, who took over its Belfast operation in 2006 along with about 450 employees in a smaller operational restructure.
On 1 March 2010, Prudential announced that it was in "advanced talks" to purchase the pan-Asian life insurance company of AIG, American International Assurance (AIA) for approximately £23 billion. The deal later collapsed, and AIA ended up raising money in an IPO.
In December 2013, Prudential announced the purchase of Ghana's Express Life Company. Express Life was subsequently rebranded as Prudential Ghana. In April 2014, Prudential launched two corporate responsibility initiatives to support education in Ghana: the Prudential Scholarship Programme for more than 500 senior high school students, in partnership with the NGO Plan Ghana; and a scheme to support actuarial science graduates. In September 2014, Prudential purchased Kenyan life insurer Shield Assurance and rebranded it as Prudential Kenya, further expanding the company's presence in Africa. Prudential has since entered six other African countries – Uganda in 2015, Zambia in 2016, Nigeria in 2017, Cameroon, Côte d'Ivoire and Togo in 2019.
On 10 March 2015, it was announced that the CEO, Tidjane Thiam, would leave Prudential to become the next CEO of Credit Suisse. On 1 May 2015, it was announced that Mike Wells, head of the company's US business, would succeed Tidjane Thiam as CEO, on a pay package worth up to £7.5 million.
In August 2017, it was announced that Prudential was to combine its asset manager, M&G, and Prudential UK & Europe to form M&GPrudential.
In November 2017, Prudential announced the change in the name of its joint venture with Chinese investment company CITIC to "CITIC Prudential Life Insurance Company Limited".
In March 2018, Prudential announced that it would demerge M&GPrudential from the Group; the demerger was completed on 21 October 2019.
In 2021, the company demerged its US business Jackson National Life leaving it focused solely on African and Asian markets.
As of March 2022, 60 percent of Prudential's head office staff were based in Hong Kong, and fewer than 200 employees were in London.
In January 2026, the company announced that Douglas Flint will become the company's new board chair from 28 May, assuming the role from Shriti Vadera, Baroness Vadera. Flint will join the board as a non-executive director from March 2026.
Operations
The company has two business units:
Prudential Corporation Asia: based in Hong Kong, the business is the largest UK life assurer in Asia. It has had a presence in the continent since 1923 when an overseas agency for life assurance was created in India. Although this was subsequently nationalised, Prudential relaunched in India in 2000 as ICICI Prudential, a 26% joint venture with ICICI Bank. As CITIC Prudential Life, a 50–50 joint venture, they were the first UK company to re-establish a life business in mainland China in 2000. There are also businesses in Cambodia, mainland China, Hong Kong, India, Indonesia, Laos, Malaysia, Myanmar, the Philippines, Singapore, Taiwan, Thailand and Vietnam. Prudential's Asian asset management business, Eastspring Investments, has total funds under management of US$247.8 billion.
Since 2014 Prudential has been building a multi-product, multi-distribution business in Africa, with operations now in eight countries across the continent, including Nigeria, Ghana, Togo, Cameroon and over one million customers. Nairobi has been the regional office for Prudential's Africa business since 2021.
Prudential RideLondon
Prudential were the inaugural sponsor of RideLondon, an annual two-day cycling festival, held for the first time in 2013. The 2017 Prudential RideLondon-Surrey 100 set a new fundraising record for the event, with £12.75 million raised for charity, bringing the total raised by the event to more than £53 million in its first five years.
The event was developed by the Mayor of London and his agencies and is organised by the London & Surrey Cycling Partnership. The main events are a 100-mile professional road race through Surrey and London, and an amateur race along the same route. Participants in the amateur race typically raise money for good causes. The 20,709 finishers in the 2014 event raised more than £10 million for charity. Prudential ended its title sponsorship of RideLondon in 2020.
Senior management
Key individuals are:
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | PUK | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E | 20.3media 5 anni ≈-8.7 | ≈-8.7 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | PUK | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Operating Margin (Margine Operativo) | 28.8%media 5 anni ≈23.4% | ≈23.4% | · | · | |
| EBITDA Margin (Margine EBITDA) | 33.7%media 5 anni ≈28.1% | ≈28.1% | · | · | |
| Pretax Margin (Margine ante imposte) | 44.6%media 5 anni ≈23.6% | ≈23.6% | · | · | |
| Net Profit Margin (Margine di Profitto Netto) | 34.6%media 5 anni ≈13.8% | ≈13.8% | · | · | |
| ROA | 2.0%media 5 anni ≈0.86% | ≈0.86% | · | · | |
| ROE | 21.1%media 5 anni ≈7.7% | ≈7.7% | · | · | |
| ROIC | 13.2%media 5 anni ≈13.2% | ≈13.2% | · | · |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Dati fondamentali insufficienti per calcolare questo gruppo di rapporti.
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Dati fondamentali insufficienti per calcolare questo gruppo di rapporti.
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | PUK | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.1media 5 anni ≈0.1 | ≈0.1 | · | · | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$749.2K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Set 11, 2026 | $0,18 | USD | ≈2.1% |
| Mar 27, 2026 | $0,38 | USD | ≈1.9% |
| Set 5, 2025 | $0,15 | USD | ≈1.8% |
| Mar 28, 2025 | $0,33 | USD | ≈2.2% |
| Set 6, 2024 | $0,14 | USD | ≈2.6% |
| Apr 1, 2024 | $0,28 | USD | ≈2.2% |
| Set 7, 2023 | $0,13 | USD | ≈1.7% |
| Mar 23, 2023 | $0,26 | USD | ≈1.5% |
| Ago 18, 2022 | $0,12 | USD | ≈1.5% |
| Mar 24, 2022 | $0,24 | USD | ≈1.2% |
| Ago 19, 2021 | $0,10 | USD | ≈0.81% |
| Mar 25, 2021 | $0,21 | USD | ≈1.9% |
| Ago 20, 2020 | $0,10 | USD | ≈18.1% |
| Mar 26, 2020 | $0,50 | USD | ≈23.4% |
| Nov 1, 2019 | $5,05 | USD | ≈18.5% |
| Ago 22, 2019 | $0,39 | USD | ≈3.8% |
| Mar 28, 2019 | $0,87 | USD | ≈3.2% |
| Ago 23, 2018 | $0,39 | USD | ≈3.0% |
| Apr 2, 2018 | $0,88 | USD | ≈2.6% |
| Ago 23, 2017 | $0,37 | USD | ≈2.4% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | $0.58 | $0.75 | -22.9% | |
| 31 Dicembre 2025 | $0.52 | $0.73 | -29.2% | |
| 30 Giugno 2025 | $0.49 | $0.49 | 0.06% | |
| 31 Dicembre 2024 | $0.46 | $0.61 | -24.6% | |
| 30 Giugno 2024 | $0.44 | $0.47 | -6.7% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.49B | $10.74B | $9.74B | $8.98B | $23.01B | $22.48B | $23.38B | $44.96B | $39.81B | $39.21B | |
| Operating Income | $3.31B | $3.13B | $2.89B | $2.72B | $3.23B | $2.76B | $2.25B | $4.41B | $4.38B | $4.26B | |
| Interest Income | $3.53B | $3.10B | $2.95B | $2.60B | $2.57B | $2.00B | $1.64B | $4.21B | $3.98B | $7.65B | |
| Pretax Income | $5.12B | $3.24B | $2.27B | $-519M | $3.02B | $3.18B | $3.02B | $3.56B | $2.91B | $3.21B | |
| Income Tax | $1.00B | $824M | $560M | $478M | $804M | $711M | $681M | $676M | $1.16B | $1.29B | |
| Net Income | $3.98B | $2.29B | $1.70B | $-1.01B | $-2.04B | $2.12B | $783M | $4.02B | $3.08B | $1.92B | |
| EPS (Basic) | $1.54 | $0.84 | $0.62 | $-0.37 | $-0.78 | $0.82 | $0.30 | $1.56 | $1.20 | $0.75 | |
| EPS (Diluted) | $1.53 | $0.84 | $0.62 | $-0.37 | $-0.78 | $0.82 | $0.30 | $1.56 | $1.20 | $0.75 | |
| Shares (Basic) | 2,580,000,000 | 2,715,000,000 | 2,741,000,000 | 2,736,000,000 | 2,628,000,000 | 2,597,000,000 | 2,587,000,000 | 2,575,000,000 | 2,567,000,000 | 2,560,000,000 | |
| Shares (Diluted) | 2,592,000,000 | 2,720,000,000 | 2,747,000,000 | 2,736,000,000 | 2,628,000,000 | 2,597,000,000 | 2,587,000,000 | 2,576,000,000 | 2,568,000,000 | 2,562,000,000 | |
| EBITDA | $3.88B | $3.65B | $3.42B | $4.36B | $4.06B | $5.89B | $5.10B | $5.96B | $4.99B | · |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.16B | $1.92B | $1.96B | $1.88B | $1.90B | $2.09B | $2.07B | $5.76B | $6.62B | $5.58B | |
| PP&E (Net) | · | · | $374M | $437M | $495M | $584M | $1.06B | $1.79B | $789M | $743M | |
| Goodwill | $902M | $848M | $896M | $890M | $907M | $961M | $969M | $2.37B | $1.48B | $1.63B | |
| Intangibles | $3.96B | $3.82B | $3.99B | $3.88B | $4.01B | · | · | · | · | · | |
| Total Assets | $212.19B | $181.88B | $174.07B | $160.25B | $188.23B | $516.10B | $454.21B | $508.64B | $493.94B | $470.50B | |
| Total Liabilities | $190.84B | $163.20B | $156.08B | $143.35B | $169.12B | $493.98B | $434.55B | $491.38B | $477.85B | $455.83B | |
| Stockholders' Equity | $20.12B | $17.49B | $17.82B | $16.73B | $18.94B | $20.88B | $19.48B | $21.97B | $16.09B | $14.67B |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $571M | $523M | $524M | $494M | $830M | $725M | $685M | $1.61B | $435M | $242M | |
| Other Non-cash | · | · | · | · | · | · | · | $-1.68B | $-1.06B | · | |
| Operating Cash Flow | · | · | · | · | · | · | · | $2.46B | $1.62B | $2.20B | |
| CapEx | $104M | $101M | $44M | $34M | $36M | $57M | $59M | $134M | $98M | $348M | |
| Investing Cash Flow | · | · | · | · | · | · | · | $-789M | $816M | $-549M | |
| Dividends Paid | · | · | · | · | · | · | $1.63B | $1.66B | $1.52B | $1.27B | |
| Financing Cash Flow | · | · | · | · | · | · | · | $-544M | $-1.70B | $-371M | |
| Free Cash Flow | · | · | · | · | · | · | · | $2.17B | $1.49B | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 28.8% | 29.1% | 29.7% | 15.4% | 14.1% | 50.1% | 12.0% | 13.7% | 10.6% | · | |
| Net Margin | 34.6% | 21.3% | 17.5% | 4.5% | -8.9% | 19.3% | 1.8% | 8.6% | 5.4% | · | |
| Pretax Margin | 44.6% | 30.2% | 23.3% | 6.8% | 13.1% | 22.0% | 5.2% | 9.4% | 8.9% | · | |
| EBITDA Margin | 33.7% | 34.0% | 35.1% | 19.9% | 17.6% | 53.6% | 11.5% | 16.9% | 11.2% | · | |
| ROA | 2.0% | 1.3% | 1.0% | 0.56% | -0.57% | 0.44% | 0.16% | 0.60% | 0.50% | · | |
| ROE | 21.1% | 12.9% | 9.8% | 5.6% | -10.8% | 10.5% | 3.8% | 18.1% | 15.5% | · | |
| ROIC | 13.2% | 13.3% | 12.2% | 13.5% | 13.9% | 23.8% | 23.3% | 25.5% | 17.6% | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 | 0.1 | 0.1 | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $4.43 | $3.95 | $3.55 | $8.02 | $8.76 | $4.23 | $17.08 | $13.66 | $17.28 | · | |
| Cash Flow / Share | · | · | · | · | · | · | · | $0.96 | $0.63 | · | |
| Dividend / Share | $0.24 | $0.21 | $0.19 | $0.18 | $0.16 | $0.31 | $0.63 | $0.64 | $0.59 | $49.40 | |
| EPS (TTM) | $1.53 | $0.84 | $0.62 | $-0.37 | $-0.78 | $0.82 | $0.30 | $1.56 | $1.20 | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11.49B | $10.74B | $9.74B | $8.98B | $23.01B | $22.48B | $23.38B | $44.96B | $39.81B | · | |
| Net Income TTM | $3.98B | $2.29B | $1.70B | $-1.01B | $-2.04B | $2.12B | $783M | $4.02B | $3.08B | · | |
| P/E | 20.3 | 19.0 | 36.3 | -74.7 | -44.3 | 43.9 | 121.9 | 22.0 | 41.1 | · | |
| Earnings Yield | 4.9% | 5.3% | 2.8% | -1.3% | -2.3% | 2.3% | 0.82% | 4.5% | 2.4% | · | |
| Payout Ratio | · | · | · | · | · | · | 208.7% | 41.3% | 48.5% | · | |
| Annual Payout | · | · | · | · | · | · | $1.63B | $1.66B | $1.52B | · |
Per Azione
| Metrica | Tendenza | Q4 2017 | Q4 2016 | Q4 2015 | Q4 2014 | Q4 2013 | Q4 2012 | Q4 2011 | Q4 2010 | Q4 2009 | Q4 2008 | Q4 2007 | Q4 2006 | Q4 2005 | Q4 2004 | Q4 2003 | Q4 2002 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS (TTM) | $1.20 | $0.75 | $1.01 | · | · | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | Q4 2017 | Q4 2016 | Q4 2015 | Q4 2014 | Q4 2013 | Q4 2012 | Q4 2011 | Q4 2010 | Q4 2009 | Q4 2008 | Q4 2007 | Q4 2006 | Q4 2005 | Q4 2004 | Q4 2003 | Q4 2002 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $39.81B | $39.21B | $38.00B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income TTM | $3.08B | $1.92B | $2.58B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 41.1 | 51.5 | 43.3 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.4% | 1.9% | 2.3% | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | $1.52B | $1.27B | $974M | · | · | · | · | · | · | · | · | · | · | · | · | · |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $11.49B | $10.74B | $9.74B | $8.98B | $23.01B |
| Margine Operativo % | 28.8% | 29.1% | 29.7% | 15.4% | 14.1% |
| Utile netto | $3.98B | $2.29B | $1.70B | $-1.01B | $-2.04B |
| EPS Diluito | $1.53 | $0.84 | $0.62 | $-0.37 | $-0.78 |
Dati fondamentali insufficienti per creare questo bilancio al momento.
Dati fondamentali insufficienti per creare questo bilancio al momento.
Proprietari istituzionali (13F) 292 filer · $986.4M totale · Aggiornato al 30 Giugno 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 51 (-1 vs trimestre precedente) | 27 (-9 vs trimestre precedente) | 96 (-25 vs trimestre precedente) | 97 (+48 vs trimestre precedente) | +683K |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| MORGAN STANLEY | $134.283.268 | 5.008.698 | 13,61% | Azioni |
| FMR LLC | $92.810.933 | 3.461.802 | 9,41% | Azioni |
| BANK OF AMERICA CORP /DE/ | $88.402.911 | 3.297.386 | 8,96% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $71.994.287 | 2.685.352 | 7,30% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $71.125.557 | 2.653.708 | 7,21% | Azioni |
| GOLDMAN SACHS GROUP INC | $70.904.534 | 2.644.705 | 7,19% | Azioni |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $45.287.940 | 1.689.218 | 4,59% | Azioni |
| NORTHERN TRUST CORP | $37.769.311 | 1.408.777 | 3,83% | Azioni |
| Clearbridge Investments, LLC | $33.312.079 | 1.242.524 | 3,38% | Azioni |
| BlackRock, Inc. | $30.808.839 | 1.149.155 | 3,12% | Azioni |
| MARSHALL WACE, LLP | $24.080.637 | 898.196 | 2,44% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $17.994.145 | 671.208 | 1,82% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $16.976.628 | 633.220 | 1,72% | Azioni |
| Quantinno Capital Management LP | $13.960.900 | 520.734 | 1,42% | Azioni |
| UBS Group AG | $9.812.675 | 366.008 | 0,99% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $8.645.078 | 322.457 | 0,88% | Azioni |
| Optiver Holding B.V. | $8.360.055 | 311.826 | 0,85% | Azioni |
| JPMORGAN CHASE & CO | $8.111.740 | 304.608 | 0,82% | Azioni |
| ABC ARBITRAGE SA | $7.741.119 | 288.740 | 0,78% | Azioni |
| SEI INVESTMENTS CO | $7.409.310 | 276.366 | 0,75% | Azioni |
| ASSETMARK, INC | $6.586.566 | 245.676 | 0,67% | Azioni |
| Pathstone Holdings, LLC | $6.484.923 | 241.885 | 0,66% | Azioni |
| ROYAL BANK OF CANADA | $6.295.000 | 234.781 | 0,64% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.869.621 | 218.934 | 0,60% | Azioni |
| JANE STREET GROUP, LLC | $5.649.162 | 210.711 | 0,57% | Azioni |
| Creative Planning | $5.616.057 | 209.476 | 0,57% | Azioni |
| Point72 Asset Management, L.P. | $5.532.270 | 206.351 | 0,56% | Azioni |
| WELLS FARGO & COMPANY/MN | $5.440.590 | 202.932 | 0,55% | Azioni |
| Gradient Investments LLC | $4.958.804 | 184.961 | 0,50% | Azioni |
| XTX Topco Ltd | $4.210.832 | 157.062 | 0,43% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $4.196.359 | 156.522 | 0,43% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $4.173.164 | 155.657 | 0,42% | Azioni |
| QRG CAPITAL MANAGEMENT, INC. | $4.118.904 | 153.633 | 0,42% | Azioni |
| Vident Advisory, LLC | $3.875.596 | 144.558 | 0,39% | Azioni |
| Balyasny Asset Management L.P. | $3.783.588 | 141.126 | 0,38% | Azioni |
| Nuveen, LLC | $3.190.034 | 118.987 | 0,32% | Azioni |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.080.523 | 114.902 | 0,31% | Azioni |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.907.517 | 108.449 | 0,29% | Azioni |
| Mondrian Investment Partners LTD | $2.753.958 | 102.721 | 0,28% | Azioni |
| Crossmark Global Holdings, Inc. | $2.719.901 | 101.451 | 0,28% | Azioni |
| Bank of New York Mellon Corp | $2.692.923 | 100.445 | 0,27% | Azioni |
| Madison Asset Management, LLC | $2.365.929 | 88.248 | 0,24% | Azioni |
| Integrated Quantitative Investments LLC | $2.317.001 | 86.423 | 0,23% | Azioni |
| Vestmark Advisory Solutions, Inc. | $2.263.300 | 84.420 | 0,23% | Azioni |
| Mariner, LLC | $2.199.160 | 82.033 | 0,22% | Azioni |
| AMERIPRISE FINANCIAL INC | $2.197.788 | 81.976 | 0,22% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $2.164.774 | 76.144 | 0,22% | Azioni |
| MML INVESTORS SERVICES, LLC | $2.099.700 | 78.318 | 0,21% | Azioni |
| BANK OF MONTREAL /CAN/ | $2.057.774 | 76.754 | 0,21% | Azioni |
| Ethic Inc. | $2.010.180 | 74.979 | 0,20% | Azioni |
Proprietà ETF Posseduti da 6 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| CVGD · Elevation Series Trust | 1,31% | 60.099 NS | 31 Luglio 2026 | N-PORT |
| DXIV · Dimensional ETF Trust | 0,15% | 10.099 NS | 31 Luglio 2026 | N-PORT |
| DFIC · Dimensional ETF Trust | 0,10% | 501.611 NS | 31 Luglio 2026 | N-PORT |
| DFSI · Dimensional ETF Trust | 0,09% | 34.631 NS | 31 Luglio 2026 | N-PORT |
| DFAX · Dimensional ETF Trust | 0,03% | 128.706 NS | 31 Luglio 2026 | N-PORT |
| DFIV · Dimensional ETF Trust | 0,00% | 13.777 NS | 31 Luglio 2026 | N-PORT |
PUK Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
4 analisti · 2026-10-01Target medio $38.05 +54,9%
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