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 | Bärisch | 10 % | 82.02 | -0.0 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 85.06 | -3.6 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 82.00 | EMA50: 81.73 | |
| MACD-Histogramm | Bärisch | 10 % | -0.068 | Bearisch | |
| RSI(14) | Neutral | 10 % | 50.0 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 46.7 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 15.1 | +DI: 20.4 / −DI: 15.5 | |
| Z-Score(60) | Neutral | 5 % | 0.35 | In Range | |
| 52W-Position | Neutral | 5 % | 30.1 % | Hoch 99.33 / Tief 74.51 | |
| Bollinger(20,2σ) | Neutral | 5 % | 46.2 % | Upper 84.98 / Mid 82.20 / Lower 79.43 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0937 | R²=0.36 / annualisiert +29.1 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | CAREY CHASE | Director | Open Market Sale | -1.454 | 91,12 | -132.492,12 | -5,0% | |
| 2026-05-27 | CAREY CHASE | Director | Open Market Sale | -98.546 | 90,27 | -8.895.658,73 | -337,4% | |
| 2025-12-17 | CAREY CHASE | Director | Open Market Sale | -25.700 | 97,36 | -2.502.205,97 | -94,9% | |
| 2025-12-17 | CAREY CHASE | Director | Open Market Sale | -57.836 | 96,76 | -5.596.286,55 | -212,3% | |
| 2025-12-16 | CAREY CHASE | Director | Open Market Sale | -81.487 | 95,78 | -7.804.841,16 | -296,0% | |
| 2025-12-16 | CAREY CHASE | Director | Open Market Sale | -2.013 | 96,16 | -193.576,12 | -7,3% | |
| 2025-11-12 | CAREY CHASE | Director | Open Market Sale | -39.623 | 103,29 | -4.092.754,77 | -155,2% | |
| 2025-11-12 | CAREY CHASE | Director | Open Market Sale | -41.383 | 102,50 | -4.241.567,14 | -160,9% | |
| 2025-11-10 | CAREY CHASE | Director | Open Market Sale | -99.180 | 102,48 | -10.164.164,76 | -385,5% | |
| 2025-11-10 | CAREY CHASE | Director | Open Market Sale | -9.941 | 103,12 | -1.025.090,07 | -38,9% | |
| 2025-11-07 | Wilm Renee L | Officer, Chief Legal/Admin Officer | Open Market Sale | -6.524 | 84,34 | -550.239,38 | -20,9% | |
| 2025-11-07 | Wilm Renee L | Officer, Chief Legal/Admin Officer | Open Market Sale | -4.676 | 102,42 | -478.924,80 | -18,2% | |
| 2025-09-12 | Wendling Brian J | Officer, CAO/PFO | Open Market Sale | -4.430 | 102,00 | -451.860,00 | -17,1% | |
| 2025-09-10 | Wendling Brian J | Officer, CAO/PFO | Open Market Sale | -5.021 | 100,20 | -503.104,20 | -19,1% | |
| 2025-09-08 | Gilchrist Malcolm Ian Grant | Director | Open Market Sale | -898 | 100,20 | -89.981,67 | -3,4% | |
| 2025-08-27 | Gilchrist Malcolm Ian Grant | Director | Open Market Sale | -868 | 97,11 | -84.288,01 | -3,2% | |
| 2025-08-25 | Gilchrist Malcolm Ian Grant | Director | Open Market Sale | -3.885 | 102,44 | -397.993,00 | -15,1% | |
| 2025-08-12 | Wong Andrea L | Director | Open Market Sale | -2.615 | 97,07 | -253.824,98 | -9,6% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 23.245.558 | 0 | 23.245.558 | 2.270.634.957 | Neu | +100,0% | |
| BlackRock, Inc. | 31.653.508 | 28.639.269 | 3.014.239 | 1.298.757.817 | Aufgestockt | +10,5% | |
| JANUS HENDERSON GROUP PLC | 11.889.356 | 11.576.562 | 312.794 | 1.003.858.406 | Aufgestockt | +2,7% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.083.859 | 0 | 11.083.859 | 935.064.795 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 10.453.186 | 14.023.049 | -3.569.863 | 878.195.645 | Reduziert | -25,5% | |
| MORGAN STANLEY | 21.135.863 | 22.552.103 | -1.416.240 | 760.734.068 | Reduziert | -6,3% | |
| Ruane, Cunniff & Goldfarb L.P. | 6.081.010 | 6.229.998 | -148.988 | 511.984.006 | Reduziert | -2,4% | |
| STATE STREET CORP | 42.073.822 | 41.200.498 | 873.324 | 485.125.360 | Aufgestockt | +2,1% | |
| Sculptor Capital LP | 37.662.181 | 40.323.855 | -2.661.674 | 469.372.867 | Reduziert | -6,6% | |
| Jericho Capital Asset Management L.P. | 5.248.396 | 4.542.396 | 706.000 | 446.218.628 | Aufgestockt | +15,5% | |
| BANK OF AMERICA CORP /DE/ | 7.057.980 | 6.793.493 | 264.487 | 435.970.242 | Aufgestockt | +3,9% | |
| Darsana Capital Partners LP | 5.150.000 | 4.412.750 | 737.250 | 431.954.000 | Aufgestockt | +16,7% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.824.894 | 3.829.939 | 994.955 | 409.101.071 | Aufgestockt | +26,0% | |
| Linonia Partnership LP | 4.854.174 | 2.834.344 | 2.019.830 | 398.002.544 | Aufgestockt | +71,3% | |
| GEODE CAPITAL MANAGEMENT, LLC | 4.541.750 | 4.428.285 | 113.465 | 382.033.667 | Aufgestockt | +2,6% | |
| NAYA CAPITAL MANAGEMENT UK LTD | 4.428.744 | 2.113.878 | 2.314.866 | 376.531.815 | Aufgestockt | +109,5% | |
| BERKSHIRE HATHAWAY INC | 3.018.555 | 0 | 3.018.555 | 297.357.853 | Neu | +100,0% | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 3.439.505 | 4.917.457 | -1.477.952 | 292.382.729 | Reduziert | -30,1% | |
| NORGES BANK | 2.999.006 | 0 | 2.999.006 | 286.194.548 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 3.348.046 | 2.322.177 | 1.025.869 | 284.019.449 | Aufgestockt | +44,2% | |
| LINDEN ADVISORS LP | 249.419.000 | 249.419.000 | 0 | 257.866.109 | Unverändert | 0,0% | |
| FMR LLC | 14.771.000 | 22.192.630 | -7.421.630 | 244.839.456 | Reduziert | -33,4% | |
| Ashe Capital Management, LP | 2.800.203 | 3.075.203 | -275.000 | 229.855.056 | Reduziert | -8,9% | |
| TIGER GLOBAL MANAGEMENT LLC | 2.682.000 | 2.682.000 | 0 | 228.023.640 | Unverändert | 0,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 3.257.310 | 6.962.176 | -3.704.866 | 222.422.314 | Reduziert | -53,2% | |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 2.291.160 | 1.631.160 | 660.000 | 191.730.413 | Aufgestockt | +40,5% | |
| UBS Group AG | 2.239.249 | 853.172 | 1.386.077 | 188.934.689 | Aufgestockt | +162,5% | |
| Artisan Partners Limited Partnership | 2.139.982 | 2.393.215 | -253.233 | 181.941.256 | Reduziert | -10,6% | |
| MILLENNIUM MANAGEMENT LLC | 54.491.277 | 31.267.142 | 23.224.135 | 177.354.960 | Aufgestockt | +74,3% | |
| Point72 Asset Management, L.P. | 32.136.034 | 21.841.967 | 10.294.067 | 177.219.743 | Aufgestockt | +47,1% | |
| Dorsal Capital Management, LP | 2.025.000 | 1.125.000 | 900.000 | 172.165.500 | Aufgestockt | +80,0% | |
| EMINENCE CAPITAL, LP | 1.982.673 | 1.895.152 | 87.521 | 168.566.858 | Aufgestockt | +4,6% | |
| Findlay Park Partners LLP | 1.913.057 | 2.001.613 | -88.556 | 162.648.106 | Reduziert | -4,4% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.891.696 | 1.824.342 | 67.354 | 160.677.717 | Aufgestockt | +3,7% | |
| Clearbridge Investments, LLC | 1.852.197 | 1.857.888 | -5.691 | 156.512.973 | Reduziert | -0,3% | |
| Contour Asset Management LLC | 1.836.690 | 1.209.227 | 627.463 | 156.155.384 | Aufgestockt | +51,9% | |
| SAMLYN CAPITAL, LLC | 1.780.345 | 468.849 | 1.311.496 | 150.686.554 | Aufgestockt | +279,7% | |
| CITADEL ADVISORS LLC | 37.676.891 | 1.316.019 | 36.360.872 | 147.768.905 | Aufgestockt | +2762,9% | |
| Qube Research & Technologies Ltd | 1.695.929 | 515.493 | 1.180.436 | 143.297.503 | Aufgestockt | +229,0% | |
| FRANKLIN RESOURCES INC | 35.224.958 | 35.165.925 | 59.033 | 140.056.078 | Aufgestockt | +0,2% | |
| NORTHERN TRUST CORP | 1.635.643 | 1.617.682 | 17.961 | 138.308.912 | Aufgestockt | +1,1% | |
| TOMS Capital Investment Management LP | 1.600.000 | 765.000 | 835.000 | 136.032.000 | Aufgestockt | +109,2% | |
| SANDS CAPITAL MANAGEMENT, LLC | 1.559.760 | 2.082.513 | -522.753 | 132.610.795 | Reduziert | -25,1% | |
| Madison Asset Management, LLC | 1.525.162 | 1.347.649 | 177.513 | 126.512.560 | Aufgestockt | +13,2% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.431.062 | 1.333.058 | 98.004 | 121.668.891 | Aufgestockt | +7,4% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 4.404.742 | 4.408.880 | -4.138 | 113.564.775 | Reduziert | -0,1% | |
| Nuveen, LLC | 13.657.391 | 3.366.639 | 10.290.752 | 109.585.205 | Aufgestockt | +305,7% | |
| Foxhaven Asset Management, LP | 1.268.962 | 0 | 1.268.962 | 107.887.149 | Neu | +100,0% | |
| Select Equity Group, L.P. | 1.262.695 | 0 | 1.262.695 | 107.354.329 | Neu | +100,0% | |
| Rathbones Group PLC | 1.045.252 | 0 | 1.045.252 | 102.967.774 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31.653.508 | 28.639.269 | +10,5% | 1.298.757.817 | 6,73 |
| JANUS HENDERSON GROUP PLC | 11.889.356 | 11.576.562 | +2,7% | 1.003.858.406 | 5,20 |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.083.859 | 0 | +100,0% | 935.064.795 | 4,84 |
| PRINCIPAL FINANCIAL GROUP INC | 10.453.186 | 14.023.049 | -25,5% | 878.195.645 | 4,55 |
| MORGAN STANLEY | 21.135.863 | 22.552.103 | -6,3% | 760.734.068 | 3,94 |
| Ruane, Cunniff & Goldfarb L.P. | 6.081.010 | 6.229.998 | -2,4% | 511.984.006 | 2,65 |
| STATE STREET CORP | 42.073.822 | 41.200.498 | +2,1% | 485.125.360 | 2,51 |
| Sculptor Capital LP | 37.662.181 | 40.323.855 | -6,6% | 469.372.867 | 2,43 |
| Jericho Capital Asset Management L.P. | 5.248.396 | 4.542.396 | +15,5% | 446.218.628 | 2,31 |
| BANK OF AMERICA CORP /DE/ | 7.057.980 | 6.793.493 | +3,9% | 435.970.242 | 2,26 |
| Darsana Capital Partners LP | 5.150.000 | 4.412.750 | +16,7% | 431.954.000 | 2,24 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.824.894 | 3.829.939 | +26,0% | 409.101.071 | 2,12 |
| Linonia Partnership LP | 4.854.174 | 2.834.344 | +71,3% | 398.002.544 | 2,06 |
| GEODE CAPITAL MANAGEMENT, LLC | 4.541.750 | 4.428.285 | +2,6% | 382.033.667 | 1,98 |
| NAYA CAPITAL MANAGEMENT UK LTD | 4.428.744 | 2.113.878 | +109,5% | 376.531.815 | 1,95 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 3.439.505 | 4.917.457 | -30,1% | 292.382.729 | 1,51 |
| D. E. Shaw & Co., Inc. | 3.348.046 | 2.322.177 | +44,2% | 284.019.449 | 1,47 |
| LINDEN ADVISORS LP | 249.419.000 | 249.419.000 | 0,0% | 257.866.109 | 1,34 |
| FMR LLC | 14.771.000 | 22.192.630 | -33,4% | 244.839.456 | 1,27 |
| Ashe Capital Management, LP | 2.800.203 | 3.075.203 | -8,9% | 229.855.056 | 1,19 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 686 | 1.941,1 | 22.481 |
| 31.12.2025 | ✓ | 695 | 2.425,4 | 25.091 |
| 30.09.2025 | ✓ | 753 | 2.195,6 | 33.374 |
| 30.06.2025 | ✓ | 708 | 2.139,2 | 495.325 |
| 31.03.2025 | ✓ | 690 | 2.092,8 | 404.214 |
| 31.12.2024 | ✓ | 672 | 2.147,9 | 328.152 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 2.999.006 | 286.194.548 |
| NAYA CAPITAL MANAGEMENT UK LTD | 2.113.878 | 208.238.122 |
| Avantyr Capital Partners, LP | 1.148.740 | 113.162.377 |
| TOMS Capital Investment Management LP | 765.000 | 75.360.150 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 703.660 | 69.317.547 |
| SAMLYN CAPITAL, LLC | 468.849 | 46.186.315 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 314.160 | 30.947.902 |
| KKM Financial LLC | 302.040 | 27.343.527 |
| DENDUR CAPITAL LP | 172.600 | 17.002.826 |
| SOROS FUND MANAGEMENT LLC | 150.200 | 14.703.076 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 112.531.000 | 23.434.000 | +26.3 % | 737.516 |
| TWO SIGMA INVESTMENTS, LP | 35.881.000 | 22.626.000 | +170.7 % | 36.024.524 |
| Sculptor Capital LP | 40.323.855 | 19.061.500 | +89.6 % | 598.715.493 |
| BARCLAYS PLC | 18.343.197 | 16.848.829 | +1127.5 % | 19.343.710 |
| Walleye Capital LLC | 25.214.366 | 15.079.503 | +148.8 % | 46.279.695 |
| Jump Financial, LLC | 12.500.000 | 9.997.911 | +399.6 % | 12.689.323 |
| KIM, LLC | 15.000.000 | 8.600.000 | +134.4 % | 15.097.500 |
| MILLENNIUM MANAGEMENT LLC | 31.267.142 | 6.254.301 | +25.0 % | 100.799.223 |
| TD ASSET MANAGEMENT INC | 4.831.029 | 3.227.055 | +201.2 % | 105.391.367 |
| BALYASNY ASSET MANAGEMENT L.P. | 31.131.874 | 2.957.949 | +10.5 % | 101.036.703 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 1.316.019 | -58.827.993 | -97.8 % | 129.555.210 |
| LINDEN ADVISORS LP | 249.419.000 | -29.891.000 | -10.7 % | 251.070.353 |
| BERKSHIRE HATHAWAY INC | 3.018.555 | -15.904.249 | -84.0 % | 297.357.853 |
| Anchorage Capital Advisors, L.P. | 150.246.000 | -13.218.000 | -8.1 % | 9.351.634 |
| T. Rowe Price Investment Management, Inc. | 8.559.136 | -9.791.722 | -53.4 % | 843.161 |
| Linonia Partnership LP | 2.834.344 | -8.245.669 | -74.4 % | 259.873.348 |
| Lombard Odier Asset Management (Europe) Ltd | 9.390.000 | -6.620.000 | -41.3 % | 11.937.930 |
| AMERIPRISE FINANCIAL INC | 432.741 | -6.001.921 | -93.3 % | 42.629.307 |
| VANGUARD GROUP INC | 23.245.558 | -5.981.840 | -20.5 % | 2.270.634.957 |
| MORGAN STANLEY | 22.552.103 | -4.777.524 | -17.5 % | 931.080.395 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 12.05.2026 | PRINCIPAL GLOBAL INVESTORS | Passiv (13G) | 5,70 % | 1.364.040 | +1,90 pp | |
| 12.05.2026 | PRINCIPAL GLOBAL INVESTORS | Passiv (13G/A) | 3,80 % | 8.571.760 | -1,30 pp | |
| 01.04.2026 | John C. Malone | Aktivist (13D/A) | 2,00 % | 491.170 | +2,00 pp | The information contained in Item 4 of the Schedule 13D is hereby supplemented to delete… |
| 17.12.2025 | John C. Malone | Aktivist (13D/A) | Ausstieg | 0 | 0,00 pp | The information contained in Item 4 of the Schedule 13D is hereby supplemented to includ… |
| 17.12.2025 | John C. Malone | Aktivist (13D/A) | Ausstieg | 0 | -97,30 pp | The information contained in Item 4 of the Schedule 13D is hereby supplemented to includ… |
| 10.12.2025 | John C. Malone | Aktivist (13D/A) | 97,30 % | 2.316.537 | +96,30 pp | The information contained in Item 4 of the Schedule 13D is hereby supplemented to includ… |
| 14.11.2025 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 15,30 % | 9.781.677 | +2,10 pp | |
| 14.11.2025 | JANUS HENDERSON GROUP PLC | Passiv (13G/A) | 4,80 % | 10.738.564 | -1,30 pp | |
| 20.10.2025 | Linonia Partners Fund LP | Passiv (13G/A) | 9,00 % | 5.703.902 | -0,80 pp | |
| 20.10.2025 | The Linonia Partnership GP LLC | Passiv (13G/A) | 9,00 % | 5.703.902 | -0,80 pp | |
| 20.10.2025 | Philip Uhde | Passiv (13G/A) | 9,00 % | 5.703.902 | -0,80 pp | |
| 20.10.2025 | The Linonia Partnership LP | Passiv (13G/A) | 9,00 % | 5.703.902 | -0,80 pp | |
| 20.10.2025 | Philip Uhde | Passiv (13G/A) | 9,80 % | 2.498.950 | +0,40 pp | |
| 20.10.2025 | Linonia Partners Fund LP | Passiv (13G/A) | 9,80 % | 2.498.950 | +0,40 pp | |
| 20.10.2025 | The Linonia Partnership LP | Passiv (13G/A) | 9,80 % | 2.498.950 | +0,40 pp | |
| 20.10.2025 | The Linonia Partnership GP LLC | Passiv (13G/A) | 9,80 % | 2.498.950 | +0,40 pp | |
| 20.10.2025 | Linonia Partners Fund LP | Passiv (13G/A) | 9,40 % | 2.243.948 | Neu | |
| 20.10.2025 | The Linonia Partnership GP LLC | Passiv (13G/A) | 9,40 % | 2.243.948 | Neu | |
| 20.10.2025 | Philip Uhde | Passiv (13G/A) | 9,40 % | 2.243.948 | Neu | |
| 20.10.2025 | The Linonia Partnership LP | Passiv (13G/A) | 9,40 % | 2.243.948 | Neu | |
| 14.08.2025 | JANUS HENDERSON GROUP PLC | Passiv (13G/A) | 6,10 % | 13.537.529 | -0,30 pp | |
| 15.05.2025 | Keith A. Meister | Passiv (13G/A) | 4,00 % | 1.021.144 | Neu | |
| 15.05.2025 | Corvex Management LP | Passiv (13G/A) | 4,00 % | 1.021.144 | Neu | |
| 14.05.2025 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 13,20 % | 8.395.466 | +3,20 pp | |
| 14.05.2025 | JANUS HENDERSON GROUP PLC | Passiv (13G/A) | 6,40 % | 14.311.219 | -0,10 pp | |
| 09.05.2025 | PRINCIPAL GLOBAL INVESTORS | Passiv (13G) | 5,10 % | 11.371.194 | Neu | |
| 06.05.2025 | ValueAct Holdings II, L.P. | Aktivist (13D/A) | 6,90 % | 1.772.648 | +1,40 pp | |
| 06.05.2025 | VA Partners Strategic Global, LLC | Aktivist (13D/A) | 0,40 % | 114.000 | Neu | |
| 06.05.2025 | ValueAct Holdings GP, LLC | Aktivist (13D/A) | 6,90 % | 1.772.648 | +1,40 pp | |
| 06.05.2025 | ValueAct Holdings, L.P. | Aktivist (13D/A) | 6,90 % | 1.772.648 | +1,40 pp | |
| 06.05.2025 | ValueAct Capital Management, LLC | Aktivist (13D/A) | 6,90 % | 1.772.648 | +1,40 pp | |
| 06.05.2025 | ValueAct Capital Management, L.P. | Aktivist (13D/A) | 6,90 % | 1.772.648 | +1,40 pp | |
| 06.05.2025 | ValueAct Capital Master Fund, L.P. | Aktivist (13D/A) | 6,50 % | 1.658.648 | +1,00 pp | |
| 06.05.2025 | VA Partners I, LLC | Aktivist (13D/A) | 6,50 % | 1.658.648 | +1,00 pp | |
| 06.05.2025 | ValueAct Strategic Global Master Fund, L.P. | Aktivist (13D/A) | 0,40 % | 114.000 | Neu | |
| 17.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 5,50 % | 12.196.506 | Neu | |
| 21.03.2025 | Barclays PLC | Passiv (13G/A) | Ausstieg | 0 | -5,40 pp | |
| 14.02.2025 | JANUS HENDERSON GROUP PLC | Passiv (13G/A) | 6,50 % | 14.520.398 | Neu | |
| 14.02.2025 | Point72 Asset Management, L.P. | Passiv (13G/A) | 4,60 % | 1.164.693 | -1,60 pp | |
| 14.02.2025 | Steven A. Cohen | Passiv (13G/A) | 4,60 % | 1.164.693 | -1,60 pp |
Stammdaten
Formula One Group ist in der Motorsportbranche in den USA und international tätig. Es hält Geschäftsrechte für die Weltmeisterschaft, einen etwa neun Monate langen Motorrennen-basierten Wettbewerb, bei dem Teams um die Konstrukteursweltmeisterschaft und Fahrer um die Fahrerweltmeisterschaft konkurrieren. Das Unternehmen wurde 1950 gegründet und hat seinen Sitz in Englewood, Colorado. Formula One Group ist eine Tochtergesellschaft der Liberty Media Corporation.
Unternehmen & Branche
| Name | Liberty Media Corp |
|---|---|
| Ticker | FWONA |
| CIK | 0001560385 |
| Boerse | Nasdaq |
| Sektor | Communication Services |
| Industrie | Entertainment |
| SIC | 4833 · Television Broadcasting Stations |
Wertpapier & Kennzahlen
| CUSIP | 531229755 |
|---|---|
| ISIN | US5312297550 |
| Typ | Tracking Stk |
| Marktkapitalisierung | 28,32 Mrd. USD |
| KGV (P/E) | 438,32 |
| Beta | 0,71 |
Bewertung
| KBV (P/B) | 3,65 |
|---|---|
| KUV (P/S) | 6,32 |
| EV/EBITDA | 33,4 |
| FCF-Rendite | 3,2 % |
Qualität & Bilanz
| Operative Marge | 12,9 % vs. 17,3 % (2021) ▼ |
|---|---|
| Nettomarge | 12,4 % vs. 3,5 % (2021) ▲ |
| ROIC | 4,3 % vs. 1,2 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 4,2 vs. 5,4 (2021) ▼ |
| Zinsdeckungsgrad | 2,3 vs. 3,1 (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 |
|---|---|---|---|---|---|---|
| Qualität & Bilanz | ||||||
| Operative Marge | 17,3 % | 4,6 % | 7,4 % | 7,9 % | 12,9 % | |
| Nettomarge | 3,5 % | 57,4 % | 21,3 % | -56,5 % | 12,4 % | |
| ROIC | 1,2 % | 5,5 % | 3,6 % | -20,6 % | 4,3 % | |
| Nettoverschuldung/EBITDA | 5,4 | 26,4 | 4,8 | 0,6 | 4,2 | |
| Zinsdeckungsgrad | 3,1 | 0,2 | 0,3 | 1,4 | 2,3 | |
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 | 711.000.000 | 57.000.000 | 15.892.000.000 | ||
| 2025-12-31 | 10-K | 4.482.000.000 | 555.000.000 | 15.398.000.000 | 7.757.000.000 | |
| 2025-09-30 | 10-Q | 1.085.000.000 | 13.000.000 | 17.821.000.000 | 7.376.000.000 | |
| 2025-06-30 | 10-Q | 1.341.000.000 | 204.000.000 | 13.821.000.000 | 7.341.000.000 | |
| 2025-03-31 | 10-Q | 447.000.000 | 5.000.000 | 13.285.000.000 | 7.037.000.000 | |
| 2024-12-31 | 10-K | 3.653.000.000 | -2.063.000.000 | 12.948.000.000 | 7.029.000.000 | |
| 2024-09-30 | 10-Q | 911.000.000 | -2.368.000.000 | 13.208.000.000 | 7.436.000.000 | |
| 2024-06-30 | 10-Q | 3.166.000.000 | 457.000.000 | 1,46 | 42.632.000.000 | 17.060.000.000 |
| 2024-03-31 | 10-Q | 2.749.000.000 | 203.000.000 | 0,52 | 42.405.000.000 | 16.551.000.000 |
| 2023-12-31 | 10-K | 3.572.000.000 | 761.000.000 | 41.327.000.000 | 16.396.000.000 | |
| 2023-09-30 | 10-Q | 936.000.000 | 385.000.000 | 41.515.000.000 | 16.247.000.000 | |
| 2023-06-30 | 10-Q | 3.244.000.000 | 253.000.000 | -0,55 | 42.442.000.000 | 16.284.000.000 |
| 2023-03-31 | 10-Q | 2.556.000.000 | 15.000.000 | -0,58 | 42.333.000.000 | 15.962.000.000 |
| 2022-12-31 | 10-K | 3.161.000.000 | 1.815.000.000 | 42.464.000.000 | 15.963.000.000 | |
| 2022-09-30 | 10-Q | 3.247.000.000 | 391.000.000 | 43.235.000.000 | 15.334.000.000 | |
| 2022-06-30 | 10-Q | 3.258.000.000 | 622.000.000 | 43.760.000.000 | 15.176.000.000 | |
| 2022-03-31 | 10-Q | 2.569.000.000 | 240.000.000 | 44.519.000.000 | 14.663.000.000 | |
| 2021-12-31 | 10-K | 11.400.000.000 | 398.000.000 | 44.351.000.000 | 14.672.000.000 | |
| 2021-09-30 | 10-Q | 3.100.000.000 | 328.000.000 | 44.419.000.000 | 14.911.000.000 | |
| 2021-06-30 | 10-Q | 2.876.000.000 | 417.000.000 | 45.654.000.000 | 14.888.000.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Motorsport | 4,1 Mrd. | – | – | – | – | 91,6 % | Neu | |
| Product Service Or Other | 377,0 Mio. | 335,0 Mio. | 350,0 Mio. | 588,0 Mio. | 568,0 Mio. | 8,4 % | +12,5% | |
| Formula One | – | 3,3 Mrd. | 3,2 Mrd. | 2,6 Mrd. | – | – | – | |
| Sirius Xm Holdings Revenue | – | – | – | – | 8,7 Mrd. | – | – | |
| Formula | – | – | – | – | 2,1 Mrd. | – | – |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| GB | 3,8 Mrd. | 3,3 Mrd. | 3,2 Mrd. | 2,6 Mrd. | 2,1 Mrd. | 84,4 % | +14,0% | |
| US | 378,0 Mio. | 335,0 Mio. | 350,0 Mio. | 588,0 Mio. | 9,2 Mrd. | 8,4 % | +12,8% | |
| ES | 310,0 Mio. | – | – | – | – | 6,9 % | Neu | |
| Other Country Other Than Us And Uk | 12,0 Mio. | – | – | – | 101,0 Mio. | 0,3 % | Neu |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 07.05.2026 | 711,0 Mio. USD | – |
| Q3 2025 | 30.09.2025 | 05.11.2025 | 1,1 Mrd. USD | – |
| Q2 2025 | 30.06.2025 | 07.08.2025 | 1,3 Mrd. USD | – |
| Q1 2025 | 31.03.2025 | 07.05.2026 | 447,0 Mio. USD | – |
| Q3 2024 | 30.09.2024 | 05.11.2025 | 911,0 Mio. USD | – |
| Q2 2024 | 30.06.2024 | 07.08.2025 | 988,0 Mio. USD | – |
| Q1 2024 | 31.03.2024 | 07.05.2025 | 587,0 Mio. USD | – |
| Q3 2023 | 30.09.2023 | 12.11.2024 | 936,0 Mio. USD | – |
| Q2 2023 | 30.06.2023 | 09.08.2024 | 3,2 Mrd. USD | – |
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 | |
|---|---|---|---|---|
| 07.05.2026 | 10-Q | – | – | SEC » |
| 26.02.2026 | 10-K | 31.12.2025 | 57 Tage | SEC » |
| 05.11.2025 | 10-Q | 30.09.2025 | 36 Tage | SEC » |
| 07.08.2025 | 10-Q | 30.06.2025 | 38 Tage | SEC » |
| 07.05.2025 | 10-Q | 31.03.2025 | 37 Tage | SEC » |
| 27.02.2025 | 10-K | 31.12.2024 | 58 Tage | SEC » |
| 12.11.2024 | 10-Q | 30.09.2024 | 43 Tage | SEC » |
| 09.08.2024 | 10-Q | 30.06.2024 | 40 Tage | SEC » |
| 08.05.2024 | 10-Q | 31.03.2024 | 38 Tage | SEC » |
| 28.02.2024 | 10-K | 31.12.2023 | 59 Tage | SEC » |
| 03.11.2023 | 10-Q | 30.09.2023 | 34 Tage | SEC » |
| 04.08.2023 | 10-Q | 30.06.2023 | 35 Tage | SEC » |
| 05.05.2023 | 10-Q | 31.03.2023 | 35 Tage | SEC » |
| 01.03.2023 | 10-K | 31.12.2022 | 60 Tage | SEC » |
| 04.11.2022 | 10-Q | 30.09.2022 | 35 Tage | SEC » |
| 05.08.2022 | 10-Q | 30.06.2022 | 36 Tage | SEC » |
| 06.05.2022 | 10-Q | 31.03.2022 | 36 Tage | SEC » |
| 25.02.2022 | 10-K | 31.12.2021 | 56 Tage | SEC » |
| 04.11.2021 | 10-Q | 30.09.2021 | 35 Tage | SEC » |
| 06.08.2021 | 10-Q | 30.06.2021 | 37 Tage | SEC » |
| 07.05.2021 | 10-Q | 31.03.2021 | 37 Tage | SEC » |
| 26.02.2021 | 10-K | 31.12.2020 | 57 Tage | SEC » |
| 05.11.2020 | 10-Q | 30.09.2020 | 36 Tage | SEC » |
| 10.08.2020 | 10-Q | 30.06.2020 | 41 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 06.03.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 05.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 29.10.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | f the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 14.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 09.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 13.11.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 12.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Media, SiriusXM, New Sirius or Merger Sub. Item 5.02 Departure of Directors or Certain Officers; Election of… |
| 26.10.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 11.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.03.2021 | 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 | 4.470 | 92,76 | 414.637 |
| 2026-05-11 | 90 | 94,45 | 8.501 |
| 2026-05-06 | 150 | 87,40 | 13.110 |
| 2026-05-05 | 6 | 88,17 | 529 |
| 2026-04-30 | 7 | 85,09 | 596 |
| 2026-04-22 | 55 | 87,87 | 4.833 |
| 2026-04-16 | 396 | 90,47 | 35.826 |
| 2026-04-10 | 1.101 | 88,64 | 97.593 |
| 2026-04-09 | 313 | 88,16 | 27.594 |
| 2026-04-08 | 245 | 86,50 | 21.193 |
| 2026-03-19 | 1 | 85,18 | 85 |
| 2026-03-06 | 300 | 83,98 | 25.194 |
| 2026-03-05 | 300 | 85,48 | 25.644 |
| 2026-03-03 | 625 | 91,09 | 56.931 |
| 2026-03-02 | 109 | 91,59 | 9.983 |
| 2026-02-24 | 286 | 87,81 | 25.114 |
| 2026-02-20 | 72.134 | 90,11 | 6.499.995 |
| 2026-02-13 | 12 | 84,80 | 1.018 |
| 2026-02-03 | 5 | 85,50 | 428 |
| 2026-01-23 | 2 | 87,39 | 175 |
| 2026-01-22 | 3.710 | 89,50 | 332.045 |
| 2026-01-16 | 408 | 90,50 | 36.924 |
| 2026-01-15 | 522 | 89,44 | 46.688 |
| 2026-01-07 | 6 | 95,75 | 575 |
| 2026-01-06 | 409 | 98,25 | 40.184 |
| 2026-01-02 | 46.039 | 98,51 | 4.535.302 |
| 2025-12-22 | 12.213 | 97,18 | 1.186.859 |
| 2025-12-19 | 2.813 | 96,08 | 270.273 |
| 2025-12-18 | 78.227 | 96,89 | 7.579.414 |
| 2025-12-17 | 79.933 | 95,79 | 7.656.782 |
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.