Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 203.20 | +7.8 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 189.87 | +15.4 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 208.01 | EMA50: 203.28 | |
| MACD-Histogramm | Bullisch | 10 % | 1.170 | Bullisch | |
| RSI(14) | Bärisch | 10 % | 71.8 | Überkauft | |
| Stoch %K(14) | Bärisch | 5 % | 92.3 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 20.5 | +DI: 31.5 / −DI: 9.1 | |
| Z-Score(60) | Bärisch | 5 % | 2.14 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 100.0 % | Hoch 219.04 / Tief 156.90 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 114.1 % | Upper 216.31 / Mid 206.62 / Lower 196.93 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.4290 | R²=0.69 / annualisiert +54.1 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | RODKIN GARY M | Director | Open Market Purchase | 232 | 183,80 | 42.641,60 | +49,1% | |
| 2026-03-31 | STEWART MARTA R | Director | Open Market Purchase | 196 | 183,80 | 36.024,80 | +41,5% | |
| 2026-03-31 | LEWIS RANDALL J | Director | Open Market Purchase | 56 | 183,80 | 10.292,80 | +11,9% | |
| 2026-03-31 | Smith Daniel C. | Director | Open Market Purchase | 355 | 183,80 | 65.249,00 | +75,2% | |
| 2026-03-31 | LEIBOWITZ REUBEN S | Director | Open Market Purchase | 491 | 183,80 | 90.245,80 | +104,0% | |
| 2026-03-31 | SELIG STEFAN M | Director | Open Market Purchase | 206 | 183,80 | 37.862,80 | +43,6% | |
| 2026-03-31 | Roe Peggy | Director | Open Market Purchase | 81 | 183,80 | 14.887,80 | +17,2% | |
| 2026-03-31 | Jones Nina P | Director | Open Market Purchase | 36 | 183,80 | 6.616,80 | +7,6% | |
| 2026-03-31 | GLASSCOCK LARRY C | Director | Open Market Purchase | 373 | 183,80 | 68.557,40 | +79,0% | |
| 2026-03-31 | Aeppel Glyn | Director | Open Market Purchase | 221 | 183,80 | 40.619,80 | +46,8% | |
| 2026-02-25 | RULLI JOHN | Officer, CHIEF ADMINISTRATIVE OFFICER | Open Market Sale | -10.000 | 200,88 | -2.008.800,00 | -2315,2% | |
| 2025-12-31 | LEWIS RANDALL J | Director | Open Market Purchase | 54 | 186,00 | 10.044,00 | +11,6% | |
| 2025-12-31 | GLASSCOCK LARRY C | Director | Open Market Purchase | 363 | 186,00 | 67.518,00 | +77,8% | |
| 2025-12-31 | STEWART MARTA R | Director | Open Market Purchase | 192 | 186,00 | 35.712,00 | +41,2% | |
| 2025-12-31 | Jones Nina P | Director | Open Market Purchase | 35 | 186,00 | 6.510,00 | +7,5% | |
| 2025-12-31 | Aeppel Glyn | Director | Open Market Purchase | 216 | 186,00 | 40.176,00 | +46,3% | |
| 2025-12-31 | RODKIN GARY M | Director | Open Market Purchase | 226 | 186,00 | 42.036,00 | +48,4% | |
| 2025-12-31 | Smith Daniel C. | Director | Open Market Purchase | 347 | 186,00 | 64.542,00 | +74,4% | |
| 2025-12-31 | SELIG STEFAN M | Director | Open Market Purchase | 201 | 186,00 | 37.386,00 | +43,1% | |
| 2025-12-31 | Roe Peggy | Director | Open Market Purchase | 78 | 186,00 | 14.508,00 | +16,7% | |
| 2025-12-31 | LEIBOWITZ REUBEN S | Director | Open Market Purchase | 480 | 186,00 | 89.280,00 | +102,9% | |
| 2025-12-15 | LEWIS RANDALL J | Director | Open Market Purchase | 545 | 183,96 | 100.258,20 | +115,5% | |
| 2025-11-18 | LEWIS RANDALL J | Director | Open Market Purchase | 588 | 180,80 | 106.310,40 | +122,5% | |
| 2025-09-30 | Smith Daniel C. | Director | Open Market Purchase | 335 | 185,95 | 62.293,25 | +71,8% | |
| 2025-09-30 | GLASSCOCK LARRY C | Director | Open Market Purchase | 351 | 185,95 | 65.268,45 | +75,2% | |
| 2025-09-30 | LEWIS RANDALL J | Director | Open Market Purchase | 53 | 185,95 | 9.855,35 | +11,4% | |
| 2025-09-30 | Jones Nina P | Director | Open Market Purchase | 34 | 185,95 | 6.322,30 | +7,3% | |
| 2025-09-30 | Aeppel Glyn | Director | Open Market Purchase | 208 | 185,95 | 38.677,60 | +44,6% | |
| 2025-09-30 | RODKIN GARY M | Director | Open Market Purchase | 219 | 185,95 | 40.723,05 | +46,9% | |
| 2025-09-30 | STEWART MARTA R | Director | Open Market Purchase | 186 | 185,95 | 34.586,70 | +39,9% | |
| 2025-09-30 | SELIG STEFAN M | Director | Open Market Purchase | 195 | 185,95 | 36.260,25 | +41,8% | |
| 2025-09-30 | Roe Peggy | Director | Open Market Purchase | 76 | 185,95 | 14.132,20 | +16,3% | |
| 2025-09-30 | LEIBOWITZ REUBEN S | Director | Open Market Purchase | 464 | 185,95 | 86.280,80 | +99,4% | |
| 2025-08-14 | STEWART MARTA R | Director | Open Market Purchase | 42 | 171,54 | 7.204,68 | +8,3% | |
| 2025-06-30 | RODKIN GARY M | Director | Open Market Purchase | 246 | 159,29 | 39.185,34 | +45,2% | |
| 2025-06-30 | LEWIS RANDALL J | Director | Open Market Purchase | 59 | 159,29 | 9.398,11 | +10,8% | |
| 2025-06-30 | GLASSCOCK LARRY C | Director | Open Market Purchase | 396 | 159,29 | 63.078,84 | +72,7% | |
| 2025-06-30 | STEWART MARTA R | Director | Open Market Purchase | 208 | 159,29 | 33.132,32 | +38,2% | |
| 2025-06-30 | Aeppel Glyn | Director | Open Market Purchase | 234 | 159,29 | 37.273,86 | +43,0% | |
| 2025-06-30 | Smith Daniel C. | Director | Open Market Purchase | 378 | 159,29 | 60.211,62 | +69,4% | |
| 2025-06-30 | SELIG STEFAN M | Director | Open Market Purchase | 219 | 159,29 | 34.884,51 | +40,2% | |
| 2025-06-30 | Roe Peggy Fang | Director | Open Market Purchase | 86 | 159,29 | 13.698,94 | +15,8% | |
| 2025-06-30 | LEIBOWITZ REUBEN S | Director | Open Market Purchase | 522 | 159,29 | 83.149,38 | +95,8% | |
| 2025-06-30 | Jones Nina P | Director | Open Market Purchase | 38 | 159,29 | 6.053,02 | +7,0% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 46.969.966 | 0 | 46.969.966 | 8.694.610.406 | Neu | +100,0% | |
| BlackRock, Inc. | 36.813.649 | 37.257.390 | -443.741 | 6.866.850.043 | Reduziert | -1,2% | |
| STATE STREET CORP | 20.931.309 | 21.485.654 | -554.345 | 3.904.317.068 | Reduziert | -2,6% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 20.573.701 | 0 | 20.573.701 | 3.837.612.448 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 10.825.713 | 10.572.677 | 253.036 | 2.013.147.712 | Aufgestockt | +2,4% | |
| WELLINGTON MANAGEMENT GROUP LLP | 9.147.616 | 7.939.861 | 1.207.755 | 1.706.304.812 | Aufgestockt | +15,2% | |
| Capital World Investors | 9.050.315 | 8.610.404 | 439.911 | 1.688.155.207 | Aufgestockt | +5,1% | |
| BANK OF AMERICA CORP /DE/ | 8.503.133 | 8.011.614 | 491.519 | 1.586.089.464 | Aufgestockt | +6,1% | |
| JPMORGAN CHASE & CO | 6.316.393 | 0 | 6.316.393 | 1.169.227.608 | Neu | +100,0% | |
| NORGES BANK | 6.007.839 | 0 | 6.007.839 | 1.112.111.077 | Neu | +100,0% | |
| MORGAN STANLEY | 5.421.797 | 5.423.378 | -1.581 | 1.011.328.097 | Reduziert | 0,0% | |
| FMR LLC | 5.035.084 | 2.215.683 | 2.819.401 | 939.194.104 | Aufgestockt | +127,2% | |
| NORTHERN TRUST CORP | 5.002.392 | 5.061.639 | -59.247 | 933.096.180 | Reduziert | -1,2% | |
| DIMENSIONAL FUND ADVISORS LP | 4.606.481 | 4.500.957 | 105.524 | 859.209.161 | Aufgestockt | +2,3% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.272.265 | 4.243.351 | 28.914 | 796.905.590 | Aufgestockt | +0,7% | |
| Legal & General Group Plc | 3.689.236 | 3.783.976 | -94.740 | 688.153.191 | Reduziert | -2,5% | |
| GOLDMAN SACHS GROUP INC | 3.587.348 | 2.570.516 | 1.016.832 | 669.148.057 | Aufgestockt | +39,6% | |
| Invesco Ltd. | 3.241.968 | 3.315.969 | -74.001 | 604.724.357 | Reduziert | -2,2% | |
| Nuveen, LLC | 2.872.728 | 3.701.151 | -828.423 | 535.849.953 | Reduziert | -22,4% | |
| PRINCIPAL FINANCIAL GROUP INC | 2.595.216 | 2.858.805 | -263.589 | 484.087.764 | Reduziert | -9,2% | |
| DEUTSCHE BANK AG\ | 2.445.544 | 2.620.162 | -174.618 | 456.167.322 | Reduziert | -6,7% | |
| Boston Partners | 2.302.071 | 2.403.041 | -100.970 | 429.420.591 | Reduziert | -4,2% | |
| CANADA PENSION PLAN INVESTMENT BOARD | 2.208.113 | 1.017.458 | 1.190.655 | 411.879.318 | Aufgestockt | +117,0% | |
| Resolution Capital Ltd | 1.998.411 | 2.026.432 | -28.021 | 372.763.604 | Reduziert | -1,4% | |
| Amundi | 1.990.741 | 1.672.840 | 317.901 | 371.333.689 | Aufgestockt | +19,0% | |
| ROYAL BANK OF CANADA | 1.724.330 | 1.685.591 | 38.739 | 321.640.000 | Aufgestockt | +2,3% | |
| UBS Group AG | 1.694.858 | 1.564.272 | 130.586 | 316.141.863 | Aufgestockt | +8,3% | |
| Daiwa Securities Group Inc. | 1.578.080 | 1.626.959 | -48.879 | 294.359.263 | Reduziert | -3,0% | |
| Smead Capital Management, Inc. | 1.559.860 | 1.791.330 | -231.470 | 290.960.720 | Reduziert | -12,9% | |
| PRUDENTIAL FINANCIAL INC | 1.543.083 | 1.401.360 | 141.723 | 287.831.272 | Aufgestockt | +10,1% | |
| Sumitomo Mitsui Trust Group, Inc. | 1.513.071 | 1.517.119 | -4.048 | 282.233.134 | Reduziert | -0,3% | |
| CITADEL ADVISORS LLC | 1.463.397 | 1.445.435 | 17.962 | 272.967.443 | Aufgestockt | +1,2% | |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1.400.195 | 1.531.581 | -131.386 | 261.178.374 | Reduziert | -8,6% | |
| AMERIPRISE FINANCIAL INC | 1.361.112 | 1.729.438 | -368.326 | 252.120.469 | Reduziert | -21,3% | |
| HSBC HOLDINGS PLC | 1.326.448 | 1.266.727 | 59.721 | 247.423.541 | Aufgestockt | +4,7% | |
| National Pension Service | 1.213.342 | 1.281.866 | -68.524 | 226.324.683 | Reduziert | -5,3% | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1.209.585 | 1.290.039 | -80.454 | 225.623.890 | Reduziert | -6,2% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.166.932 | 1.430.796 | -263.864 | 217.667.826 | Reduziert | -18,4% | |
| BNP PARIBAS FINANCIAL MARKETS | 627.657 | 524.273 | 103.384 | 203.629.205 | Aufgestockt | +19,7% | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.074.449 | 653.563 | 420.886 | 200.416.972 | Aufgestockt | +64,4% | |
| HighTower Advisors, LLC | 1.066.090 | 1.151.696 | -85.606 | 198.853.580 | Reduziert | -7,4% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 972.504 | 994.380 | -21.876 | 192.992.115 | Reduziert | -2,2% | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.001.795 | 937.887 | 63.908 | 186.864.821 | Aufgestockt | +6,8% | |
| Swiss National Bank | 958.127 | 894.727 | 63.400 | 178.719.429 | Aufgestockt | +7,1% | |
| Allianz Asset Management GmbH | 946.944 | 741.746 | 205.198 | 176.633.464 | Aufgestockt | +27,7% | |
| Russell Investments Group, Ltd. | 931.496 | 984.398 | -52.902 | 173.475.346 | Reduziert | -5,4% | |
| Hamlin Capital Management, LLC | 897.986 | 905.071 | -7.085 | 167.501.329 | Reduziert | -0,8% | |
| APG Asset Management US Inc. | 880.641 | 655.596 | 225.045 | 165.639.766 | Aufgestockt | +34,3% | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 867.361 | 877.686 | -10.325 | 161.788.847 | Reduziert | -1,2% | |
| BANK OF MONTREAL /CAN/ | 866.925 | 731.860 | 135.065 | 161.707.407 | Aufgestockt | +18,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 36.813.649 | 37.257.390 | -1,2% | 6.866.850.043 | 14,68 |
| STATE STREET CORP | 20.931.309 | 21.485.654 | -2,6% | 3.904.317.068 | 8,34 |
| VANGUARD CAPITAL MANAGEMENT LLC | 20.573.701 | 0 | +100,0% | 3.837.612.448 | 8,20 |
| GEODE CAPITAL MANAGEMENT, LLC | 10.825.713 | 10.572.677 | +2,4% | 2.013.147.712 | 4,30 |
| WELLINGTON MANAGEMENT GROUP LLP | 9.147.616 | 7.939.861 | +15,2% | 1.706.304.812 | 3,65 |
| Capital World Investors | 9.050.315 | 8.610.404 | +5,1% | 1.688.155.207 | 3,61 |
| BANK OF AMERICA CORP /DE/ | 8.503.133 | 8.011.614 | +6,1% | 1.586.089.464 | 3,39 |
| JPMORGAN CHASE & CO | 5.672.420 | 6.316.393 | -10,2% | 1.034.366.008 | 2,21 |
| MORGAN STANLEY | 5.421.797 | 5.423.378 | 0,0% | 1.011.328.097 | 2,16 |
| FMR LLC | 5.035.084 | 2.215.683 | +127,2% | 939.194.104 | 2,01 |
| NORTHERN TRUST CORP | 5.002.392 | 5.061.639 | -1,2% | 933.096.180 | 1,99 |
| DIMENSIONAL FUND ADVISORS LP | 4.606.481 | 4.500.957 | +2,3% | 859.209.161 | 1,84 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.272.265 | 4.243.351 | +0,7% | 796.905.590 | 1,70 |
| Legal & General Group Plc | 3.689.236 | 3.783.976 | -2,5% | 688.153.191 | 1,47 |
| GOLDMAN SACHS GROUP INC | 3.587.348 | 2.570.516 | +39,6% | 669.148.057 | 1,43 |
| Invesco Ltd. | 3.241.968 | 3.315.969 | -2,2% | 604.724.357 | 1,29 |
| Nuveen, LLC | 2.872.728 | 3.701.151 | -22,4% | 535.849.953 | 1,15 |
| PRINCIPAL FINANCIAL GROUP INC | 2.595.216 | 2.858.805 | -9,2% | 484.087.764 | 1,03 |
| DEUTSCHE BANK AG\ | 2.445.544 | 2.620.162 | -6,7% | 456.167.322 | 0,97 |
| Boston Partners | 2.302.071 | 2.403.041 | -4,2% | 429.420.591 | 0,92 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 1.277 | 314,2 | 55.685 |
| 31.12.2025 | ✓ | 1.258 | 304,5 | 52.983 |
| 30.09.2025 | ✓ | 1.219 | 313,9 | 54.873 |
| 30.06.2025 | ✓ | 1.195 | 300,3 | 44.105 |
| 31.03.2025 | ✓ | 1.175 | 312,5 | 47.542 |
| 31.12.2024 | ✓ | 1.157 | 308,1 | 48.158 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 6.007.839 | 1.112.111.077 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 610.071 | 112.930.469 |
| BBFIT INVESTMENTS PTE LTD | 432.500 | 80.060.075 |
| MARSHALL WACE, LLP | 302.109 | 55.923.396 |
| Apollo Management Holdings, L.P. | 169.000 | 31.283.590 |
| PFA Pension, Forsikringsaktieselskab | 150.686 | 28.152.612 |
| ExodusPoint Capital Management, LP | 90.160 | 16.689.518 |
| GLENMEDE TRUST CO NA | 85.241 | 15.778.960 |
| Bayhunt Capital LLC | 68.682 | 12.713.725 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 59.467 | 11.007.937 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 1.445.435 | 837.803 | +137.9 % | 267.564.473 |
| WELLINGTON MANAGEMENT GROUP LLP | 7.939.861 | 569.772 | +7.7 % | 1.469.747.669 |
| Resolution Capital Ltd | 2.026.432 | 543.969 | +36.7 % | 375.112.828 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1.017.458 | 459.758 | +82.4 % | 188.341.650 |
| BNP Paribas Asset Management Holding S.A. | 586.474 | 435.342 | +288.1 % | 108.580 |
| BANK OF AMERICA CORP /DE/ | 8.011.614 | 400.230 | +5.3 % | 1.483.029.788 |
| GEODE CAPITAL MANAGEMENT, LLC | 10.572.677 | 363.337 | +3.6 % | 1.950.966.809 |
| AMERIPRISE FINANCIAL INC | 1.729.438 | 294.526 | +20.5 % | 318.882.364 |
| VANGUARD GROUP INC | 46.969.966 | 286.464 | +0.6 % | 8.694.610.406 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.430.796 | 258.369 | +22.0 % | 264.854.648 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| COHEN & STEERS, INC. | 6.366.263 | -2.174.377 | -25.5 % | 1.178.509 |
| FMR LLC | 2.215.683 | -1.095.992 | -33.1 % | 410.145.078 |
| UBS Group AG | 1.564.272 | -941.495 | -37.6 % | 289.562.390 |
| Nuveen, LLC | 3.701.151 | -694.367 | -15.8 % | 685.120.061 |
| MACQUARIE GROUP LTD | 329.579 | -524.997 | -61.4 % | 61.008.369 |
| DEUTSCHE BANK AG\ | 2.620.162 | -383.360 | -12.8 % | 485.018.186 |
| BESSEMER GROUP INC | 612.798 | -365.945 | -37.4 % | 113.435 |
| JPMORGAN CHASE & CO | 6.316.393 | -341.446 | -5.1 % | 1.169.227.608 |
| BlackRock, Inc. | 37.257.390 | -313.497 | -0.8 % | 6.896.715.380 |
| NORTHERN TRUST CORP | 5.061.639 | -282.531 | -5.3 % | 936.959.996 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 7,38 % | 24.003.824 | Neu | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 7,12 % | 23.147.511 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -14,01 pp | |
| 14.05.2025 | Melvin Simon & Associates, Inc. | Passiv (13G/A) | 3,70 % | 12.253.916 | -0,10 pp | |
| 14.05.2025 | Amended and Restated Voting Trust | Passiv (13G/A) | 0,27 % | 889.747 | Neu | |
| 14.05.2025 | David Simon | Passiv (13G/A) | 3,49 % | 11.725.480 | -0,01 pp | |
| 14.05.2025 | Herbert Simon | Passiv (13G/A) | 1,96 % | 6.504.748 | -0,04 pp | |
| 14.05.2025 | Class B Voting Trust | Passiv (13G/A) | 0,00 % | 8.373 | Neu | |
| 14.05.2025 | Eli Simon | Passiv (13G/A) | 0,02 % | 77.609 | Neu | |
| 30.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 10,40 % | 33.961.562 | -1,50 pp | |
| 06.02.2025 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,01 % | 24.614 | +0,01 pp | |
| 06.02.2025 | Cohen & Steers Asia Limited | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 06.02.2025 | Cohen & Steers Capital Management, Inc. | Passiv (13G/A) | 4,69 % | 15.315.566 | Neu | |
| 06.02.2025 | COHEN & STEERS, INC. | Passiv (13G/A) | 4,73 % | 15.440.231 | Neu | |
| 06.02.2025 | Cohen & Steers UK Ltd | Passiv (13G/A) | 0,03 % | 100.051 | Neu | |
| 05.02.2025 | BlackRock, Inc. | Passiv (13G/A) | 11,90 % | 38.983.984 | Neu | |
| 14.11.2024 | Cohen & Steers Asia Limited | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 14.11.2024 | Cohen & Steers UK Limited | Passiv (13G/A) | 0,03 % | 105.306 | 0,00 pp | |
| 14.11.2024 | Cohen & Steers, Inc. 14-1904657 | Passiv (13G/A) | 5,59 % | 18.240.455 | -1,54 pp | |
| 14.11.2024 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,00 % | 12.979 | -0,01 pp | |
| 14.11.2024 | Cohen & Steers Capital Management, Inc. 13-3353336 | Passiv (13G/A) | 5,56 % | 18.122.170 | -1,53 pp | |
| 08.10.2024 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | Passiv (13G/A) | 3,89 % | 12.683.929 | -1,62 pp | |
| 14.02.2024 | Cohen & Steers Asia Limited | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 14.02.2024 | Cohen & Steers Capital Management, Inc. 13-3353336 | Passiv (13G/A) | 7,09 % | 23.144.395 | +0,49 pp | |
| 14.02.2024 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,01 % | 16.750 | 0,00 pp | |
| 14.02.2024 | Cohen & Steers, Inc. 14-1904657 | Passiv (13G/A) | 7,13 % | 23.271.653 | +0,49 pp | |
| 14.02.2024 | Cohen & Steers UK Limited | Passiv (13G/A) | 0,03 % | 110.508 | -0,01 pp | |
| 13.02.2024 | Voting Trust formed pursuant to a Voting Trust Agreement, Voting Agreement | Passiv (13G/A) | 0,01 % | 8.373 | 0,00 pp | |
| 13.02.2024 | David Simon | Passiv (13G/A) | 3,50 % | 11.603.520 | +0,10 pp | |
| 13.02.2024 | Herbert Simon | Passiv (13G/A) | 2,00 % | 6.513.121 | 0,00 pp | |
| 13.02.2024 | Melvin Simon & Associates, Inc. | Passiv (13G/A) | 3,80 % | 12.523.916 | +0,10 pp | |
| 13.02.2024 | Voting Trust formed pursuant to a Second Amended and Restated Voting | Passiv (13G/A) | 0,28 % | 889.747 | +0,01 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 14,01 % | 45.707.505 | -0,77 pp | |
| 29.01.2024 | : STATE STREET CORPORATION | Passiv (13G/A) | 6,99 % | 0 | -0,06 pp | |
| 24.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 10,30 % | 33.591.302 | +0,10 pp | |
| 03.01.2024 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | Passiv (13G) | 5,51 % | 17.986.613 | Neu | |
| 14.02.2023 | Cohen & Steers UK Limited | Passiv (13G/A) | 0,04 % | 114.848 | -0,08 pp | |
| 14.02.2023 | Cohen & Steers Ireland Limited | Passiv (13G/A) | 0,01 % | 16.642 | +0,01 pp | |
| 14.02.2023 | Cohen & Steers, Inc. 14-1904657 | Passiv (13G/A) | 6,64 % | 22.717.288 | -0,16 pp | |
| 14.02.2023 | Cohen & Steers Asia Limited | Passiv (13G/A) | Ausstieg | 0 | -0,01 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 20.04.2026 | Jonathan Jackson | – | House | Kauf | $15,001 – $50,000 |
| 23.09.2025 | Valerie Hoyle | – | House | Verkauf | $1,001 – $15,000 |
| 03.04.2025 | Victoria Spartz | – | House | Kauf | $1,001 – $15,000 |
| 31.03.2025 | Jefferson Shreve | – | House | Verkauf | $50,001 – $100,000 |
| 27.03.2025 | Greg Landsman | – | House | Verkauf | $15,001 – $50,000 |
| 03.02.2025 | Victoria Spartz | – | House | Kauf | $15,001 – $50,000 |
| 26.08.2024 | Jonathan Jackson | – | House | Kauf | $15,001 – $50,000 |
| 28.06.2024 | Victoria Spartz | – | House | Kauf | $50,001 – $100,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
Simon ist ein Real-Estate-Investmentfonds, der sich mit dem Besitz von erstklassigen Shopping-, Gastronomie-, Unterhaltungs- und Mixed-Use-Destinationen befasst und ein S&P-100-Unternehmen ist (Simon Property Group, NYSE: SPG). Die Objekte in Nordamerika, Europa und Asien dienen als Versammlungsorte für Millionen von Menschen täglich und generieren Milliarden an jährlichem Umsatz.
Unternehmen & Branche
| Name | SIMON PROPERTY GROUP INC. |
|---|---|
| Ticker | SPG |
| CIK | 0001063761 |
| Boerse | NYSE |
| Sektor | Real Estate |
| Industrie | REIT - Retail |
| SIC | 6798 · Real Estate Investment Trusts |
Wertpapier & Kennzahlen
| CUSIP | 828806109 |
|---|---|
| ISIN | US8288061091 |
| Typ | REIT |
| Marktkapitalisierung | 1,7 Mio. USD |
| KGV (P/E) | 15,02 |
| Beta | 1,32 |
| Dividendenrendite | 0,01 % |
Bewertung
| KBV (P/B) | 0,00 vs. 15,62 (2021) ▼ |
|---|---|
| KUV (P/S) | 0,00 vs. 10,26 (2021) ▼ |
| FCF-Rendite | 242.960,7 % vs. 6,9 % (2021) ▲ |
| Buyback-Rendite | 13.322,6 % |
Qualität & Bilanz
| Operative Marge | 49,9 % vs. 47,2 % (2021) ▲ |
|---|---|
| Zinsdeckungsgrad | 3,3 vs. 3,0 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 15,62 | 12,27 | 15,42 | 19,09 | 11,60 | |
| KUV (P/S) | 10,26 | 7,28 | 8,24 | 9,42 | 9,49 | |
| FCF-Rendite | 6,9 % | 9,8 % | 8,4 % | 6,8 % | 6,8 % | |
| Buyback-Rendite | – | 0,5 % | 0,3 % | – | 0,4 % | |
| Qualität & Bilanz | ||||||
| Operative Marge | 47,2 % | 48,8 % | 49,6 % | 51,9 % | 49,9 % | |
| Zinsdeckungsgrad | 3,0 | 3,4 | 3,3 | 3,4 | 3,3 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 1.757.093.000 | 1,48 | 39.639.081.000 | 4.858.757.000 | |
| 2025-12-31 | 10-K | 6.364.505.000 | 14,17 | 40.606.466.000 | 5.208.268.000 | |
| 2025-09-30 | 10-Q | 1.601.572.000 | 1,86 | 33.602.187.000 | 2.349.611.000 | |
| 2025-06-30 | 10-Q | 1.498.459.000 | 1,70 | 33.295.602.000 | 2.451.508.000 | |
| 2025-03-31 | 10-Q | 1.473.012.000 | 1,27 | 32.501.143.000 | 2.605.575.000 | |
| 2024-12-31 | 10-K | 5.963.798.000 | 7,26 | 32.405.691.000 | 2.941.925.000 | |
| 2024-09-30 | 10-Q | 1.480.710.000 | 1,46 | 33.275.918.000 | 2.713.136.000 | |
| 2024-06-30 | 10-Q | 1.458.266.000 | 1,51 | 33.376.971.000 | 2.944.586.000 | |
| 2024-03-31 | 10-Q | 1.442.590.000 | 2,25 | 33.696.691.000 | 3.106.105.000 | |
| 2023-12-31 | 10-K | 5.658.836.000 | 6,98 | 34.283.495.000 | 3.022.834.000 | |
| 2023-09-30 | 10-Q | 1.410.948.000 | 1,82 | 32.964.602.000 | 2.952.734.000 | |
| 2023-06-30 | 10-Q | 1.369.601.000 | 1,49 | 32.818.996.000 | 2.871.637.000 | |
| 2023-03-31 | 10-Q | 1.350.849.000 | 1,38 | 33.297.796.000 | 3.003.513.000 | |
| 2022-12-31 | 10-K | 5.291.447.000 | 6,52 | 33.011.274.000 | 3.138.524.000 | |
| 2022-09-30 | 10-Q | 1.315.786.000 | 1,65 | 32.795.363.000 | 3.021.525.000 | |
| 2022-06-30 | 10-Q | 1.279.842.000 | 1,51 | 33.079.036.000 | 3.071.332.000 | |
| 2022-03-31 | 10-Q | 1.295.922.000 | 1,30 | 33.451.427.000 | 3.255.647.000 | |
| 2021-12-31 | 10-K | 5.116.789.000 | 6,84 | 33.777.379.000 | 3.361.452.000 | |
| 2021-09-30 | 10-Q | 1.296.554.000 | 2,07 | 33.946.139.000 | 3.378.098.000 | |
| 2021-06-30 | 10-Q | 1.254.146.000 | 1,88 | 34.827.856.000 | 3.231.798.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 11.05.2026 | 1,8 Mrd. USD | 1,48 |
| Q3 2025 | 30.09.2025 | 06.11.2025 | 1,6 Mrd. USD | 1,86 |
| Q2 2025 | 30.06.2025 | 07.08.2025 | 1,5 Mrd. USD | 1,70 |
| Q1 2025 | 31.03.2025 | 11.05.2026 | 1,5 Mrd. USD | 1,27 |
| Q3 2024 | 30.09.2024 | 06.11.2025 | 1,5 Mrd. USD | 1,46 |
| Q2 2024 | 30.06.2024 | 07.08.2025 | 1,5 Mrd. USD | 1,51 |
| Q1 2024 | 31.03.2024 | 12.05.2025 | 1,4 Mrd. USD | 2,25 |
| Q3 2023 | 30.09.2023 | 08.11.2024 | 1,4 Mrd. USD | 1,82 |
| Q2 2023 | 30.06.2023 | 07.08.2024 | 1,4 Mrd. USD | 1,49 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 11.05.2026 | 10-Q | 31.03.2026 | 41 Tage | SEC » |
| 25.02.2026 | 10-K | 31.12.2025 | 56 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 07.08.2025 | 10-Q | 30.06.2025 | 38 Tage | SEC » |
| 12.05.2025 | 10-Q | 31.03.2025 | 42 Tage | SEC » |
| 21.02.2025 | 10-K | 31.12.2024 | 52 Tage | SEC » |
| 08.11.2024 | 10-Q | 30.09.2024 | 39 Tage | SEC » |
| 07.08.2024 | 10-Q | 30.06.2024 | 38 Tage | SEC » |
| 07.05.2024 | 10-Q | 31.03.2024 | 37 Tage | SEC » |
| 22.02.2024 | 10-K | 31.12.2023 | 53 Tage | SEC » |
| 02.11.2023 | 10-Q | 30.09.2023 | 33 Tage | SEC » |
| 03.08.2023 | 10-Q | 30.06.2023 | 34 Tage | SEC » |
| 04.05.2023 | 10-Q | 31.03.2023 | 34 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 03.11.2022 | 10-Q | 30.09.2022 | 34 Tage | SEC » |
| 04.08.2022 | 10-Q | 30.06.2022 | 35 Tage | SEC » |
| 09.05.2022 | 10-Q | 31.03.2022 | 39 Tage | SEC » |
| 24.02.2022 | 10-K | 31.12.2021 | 55 Tage | SEC » |
| 03.11.2021 | 10-Q | 30.09.2021 | 34 Tage | SEC » |
| 04.08.2021 | 10-Q | 30.06.2021 | 35 Tage | SEC » |
| 10.05.2021 | 10-Q | 31.03.2021 | 40 Tage | SEC » |
| 25.02.2021 | 10-K | 31.12.2020 | 56 Tage | SEC » |
| 09.11.2020 | 10-Q | 30.09.2020 | 40 Tage | SEC » |
| 10.08.2020 | 10-Q | 30.06.2020 | 41 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
HOCH Abgang Schlüsselpersonen (15.05.2026)
HOCH Abgang Schlüsselpersonen (15.05.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 15.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Certain Officers… |
| 15.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Certain Officers… |
| 05.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Certain… |
| 07.08.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR PRINCIPAL OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF… |
| 20.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR PRINCIPAL OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF… |
| 06.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Certain… |
| 30.08.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | e ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 29.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Election of Directors On May 29, 2024, the holders of Class B common stock of Simon Property… |
| 09.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Certain… |
| 09.11.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | been made to the Original Filing. ITEM 5.02 Departure of Directors or Certain Officers; Election of… |
| 08.11.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 23.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Certain… |
| 15.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 30.12.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.12.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.04.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-12 | 4 | 201,00 | 804 |
| 2026-05-06 | 30 | 202,31 | 6.069 |
| 2026-04-14 | 645 | 200,71 | 129.458 |
| 2026-04-07 | 26 | 190,23 | 4.946 |
| 2026-04-01 | 23 | 186,53 | 4.290 |
| 2026-03-25 | 666 | 178,27 | 118.728 |
| 2026-03-19 | 37 | 189,90 | 7.026 |
| 2026-03-18 | 335 | 190,53 | 63.828 |
| 2026-03-10 | 1.955 | 192,83 | 376.983 |
| 2026-02-23 | 1.981 | 201,70 | 399.568 |
| 2026-02-17 | 170 | 196,83 | 33.461 |
| 2026-02-09 | 6.863 | 199,60 | 1.369.855 |
| 2026-01-22 | 130 | 185,17 | 24.072 |
| 2026-01-05 | 3.884 | 183,97 | 714.539 |
| 2025-12-30 | 661 | 187,62 | 124.017 |
| 2025-12-23 | 2.143 | 186,66 | 400.012 |
| 2025-12-22 | 66 | 184,93 | 12.205 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.