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 % | 41.60 | +7.3 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 34.87 | +28.1 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 42.35 | EMA50: 41.30 | |
| MACD-Histogramm | Bullisch | 10 % | 0.316 | Bullisch | |
| RSI(14) | Neutral | 10 % | 67.0 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 87.9 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 16.2 | +DI: 29.1 / −DI: 14.4 | |
| Z-Score(60) | Bärisch | 5 % | 2.21 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 100.0 % | Hoch 44.65 / Tief 25.26 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 102.8 % | Upper 44.50 / Mid 41.88 / Lower 39.26 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0601 | R²=0.41 / annualisiert +36.9 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-10 | Bruce Maryann | Director | Open Market Sale | -2.089 | 43,72 | -91.331,08 | -95,4% | |
| 2026-06-10 | Bruce Maryann | Director | Open Market Sale | -2.089 | 41,39 | -86.463,71 | -90,3% | |
| 2026-06-09 | VELUSWAMY LESLIE | Officer, EVP & Chief Accounting Officer | Open Market Sale | -2.500 | 43,51 | -108.783,25 | -113,7% | |
| 2026-04-07 | Tenner Mandy | Officer, EVP, Chief Legal Officer | Open Market Sale | -747 | 40,02 | -29.894,94 | -31,2% | |
| 2026-04-07 | Searby Sean | Officer, EVP Chief Info. & Ops. Officer | Open Market Sale | -748 | 40,02 | -29.934,96 | -31,3% | |
| 2026-04-01 | Searby Sean | Officer, EVP Chief Info. & Ops. Officer | Open Market Sale | -4.948 | 39,42 | -195.048,18 | -203,8% | |
| 2026-03-10 | Tenner Mandy | Officer, EVP, Chief Legal Officer | Open Market Sale | -776 | 37,88 | -29.394,88 | -30,7% | |
| 2026-03-04 | Graham Tyrone | Officer, EVP, Chief HR Officer | Open Market Sale | -501 | 38,88 | -19.478,88 | -20,4% | |
| 2026-02-27 | Tenner Mandy | Officer, EVP, Chief Legal Officer | Open Market Sale | -2.029 | 38,50 | -78.112,64 | -81,6% | |
| 2026-02-24 | Tenner Mandy | Officer, EVP, Chief Legal Officer | Open Market Sale | -607 | 38,63 | -23.448,41 | -24,5% | |
| 2026-02-20 | Graham Tyrone | Officer, EVP, Chief HR Officer | Open Market Sale | -2.285 | 39,91 | -91.194,35 | -95,3% | |
| 2026-02-19 | Tenner Mandy | Officer, EVP, Chief Legal Officer | Open Market Sale | -1.360 | 40,44 | -54.998,40 | -57,5% | |
| 2026-01-21 | Brown Sam D. | Officer, SEVP, Chief Banking Officer | Open Market Sale | -5.151 | 35,50 | -182.860,50 | -191,1% | |
| 2025-11-13 | Tenner Mandy | Officer, EVP, Chief Legal Officer | Open Market Sale | -3.425 | 27,76 | -95.078,00 | -99,3% | |
| 2025-10-31 | Romney Edgar | Director | Open Market Sale | -6.697 | 27,34 | -183.112,05 | -191,3% | |
| 2025-10-31 | Kelly Julie | Director | Open Market Sale | -6.697 | 27,34 | -183.106,70 | -191,3% | |
| 2025-10-31 | Fox Lynne P. | Director | Open Market Sale | -8.949 | 27,34 | -244.624,49 | -255,6% | |
| 2025-08-27 | Searby Sean | Officer, EVP Chief Info. & Ops. Officer | Open Market Sale | -3.512 | 29,68 | -104.231,59 | -108,9% | |
| 2025-08-25 | Searby Sean | Officer, EVP Chief Info. & Ops. Officer | Open Market Sale | -4.106 | 29,77 | -122.224,53 | -127,7% | |
| 2025-08-07 | Tenner Mandy | Officer, EVP, Chief Legal Officer | Open Market Sale | -3.666 | 27,46 | -100.662,13 | -105,2% | |
| 2025-08-07 | Fox Lynne P. | Director | Open Market Sale | -300 | 27,49 | -8.247,00 | -8,6% | |
| 2025-08-07 | Tenner Mandy | Officer, EVP, Chief Legal Officer | Open Market Sale | -1.576 | 27,46 | -43.276,80 | -45,2% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3.466.868 | 3.486.654 | -19.786 | 134.757.165 | Reduziert | -0,6% | |
| DIMENSIONAL FUND ADVISORS LP | 1.404.730 | 1.409.711 | -4.981 | 54.600.303 | Reduziert | -0,4% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.182.663 | 845.054 | 337.609 | 45.970.000 | Aufgestockt | +40,0% | |
| VANGUARD GROUP INC | 1.434.372 | 0 | 1.434.372 | 45.942.936 | Neu | +100,0% | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 840.108 | 953.859 | -113.751 | 32.654.998 | Reduziert | -11,9% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 821.593 | 0 | 821.593 | 31.935.320 | Neu | +100,0% | |
| STATE STREET CORP | 748.934 | 733.293 | 15.641 | 29.111.065 | Aufgestockt | +2,1% | |
| AMERICAN CENTURY COMPANIES INC | 667.004 | 610.826 | 56.178 | 25.926.445 | Aufgestockt | +9,2% | |
| ALLIANCEBERNSTEIN L.P. | 751.424 | 636.964 | 114.460 | 24.068.111 | Aufgestockt | +18,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 571.090 | 623.820 | -52.730 | 22.203.282 | Reduziert | -8,5% | |
| FIRST MANHATTAN CO. LLC. | 402.775 | 407.025 | -4.250 | 15.655.864 | Reduziert | -1,0% | |
| FEDERATED HERMES, INC. | 324.539 | 289.895 | 34.644 | 12.614.841 | Aufgestockt | +12,0% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 290.102 | 284.604 | 5.498 | 11.276.265 | Aufgestockt | +1,9% | |
| NORTHERN TRUST CORP | 221.535 | 214.589 | 6.946 | 8.611.065 | Aufgestockt | +3,2% | |
| Nuveen, LLC | 212.825 | 213.898 | -1.073 | 8.272.508 | Reduziert | -0,5% | |
| GOLDMAN SACHS GROUP INC | 185.329 | 295.670 | -110.341 | 7.203.738 | Reduziert | -37,3% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 176.751 | 182.933 | -6.182 | 6.870.311 | Reduziert | -3,4% | |
| CONGRESS ASSET MANAGEMENT CO | 173.585 | 148.943 | 24.642 | 6.747.247 | Aufgestockt | +16,5% | |
| BANK OF AMERICA CORP /DE/ | 164.680 | 150.059 | 14.621 | 6.401.111 | Aufgestockt | +9,7% | |
| Trexquant Investment LP | 140.268 | 69.773 | 70.495 | 5.452.217 | Aufgestockt | +101,0% | |
| MORGAN STANLEY | 135.135 | 155.838 | -20.703 | 5.252.737 | Reduziert | -13,3% | |
| Empowered Funds, LLC | 134.342 | 0 | 134.342 | 5.221.874 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 116.362 | 89.826 | 26.536 | 4.522.979 | Aufgestockt | +29,5% | |
| ISTHMUS PARTNERS, LLC | 112.570 | 115.903 | -3.333 | 4.375.596 | Reduziert | -2,9% | |
| TWO SIGMA INVESTMENTS, LP | 110.628 | 131.528 | -20.900 | 4.300.110 | Reduziert | -15,9% | |
| GLOBEFLEX CAPITAL L P | 106.947 | 106.947 | 0 | 4.157.030 | Unverändert | 0,0% | |
| Qube Research & Technologies Ltd | 102.075 | 177.127 | -75.052 | 3.967.655 | Reduziert | -42,4% | |
| Arjuna Capital | 100.471 | 98.768 | 1.703 | 3.905.308 | Aufgestockt | +1,7% | |
| FMR LLC | 100.424 | 92.081 | 8.343 | 3.903.498 | Aufgestockt | +9,1% | |
| NIA IMPACT ADVISORS, LLC | 96.393 | 119.156 | -22.763 | 3.746.810 | Reduziert | -19,1% | |
| CREDIT AGRICOLE S A | 93.473 | 110.057 | -16.584 | 3.633.296 | Reduziert | -15,1% | |
| MILLENNIUM MANAGEMENT LLC | 90.849 | 98.343 | -7.494 | 3.531.301 | Reduziert | -7,6% | |
| VICTORY CAPITAL MANAGEMENT INC | 90.224 | 90.247 | -23 | 3.507.007 | Reduziert | 0,0% | |
| Harrington Investments, INC | 80.860 | 81.560 | -700 | 3.143.028 | Reduziert | -0,9% | |
| FRANKLIN RESOURCES INC | 80.051 | 63.731 | 16.320 | 3.111.582 | Aufgestockt | +25,6% | |
| Allianz Asset Management GmbH | 79.434 | 97.044 | -17.610 | 3.087.600 | Reduziert | -18,1% | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76.933 | 71.633 | 5.300 | 2.990.386 | Aufgestockt | +7,4% | |
| Clean Yield Group | 73.548 | 92.521 | -18.973 | 2.858.811 | Reduziert | -20,5% | |
| Abacus Wealth Partners, LLC | 69.309 | 65.566 | 3.743 | 2.694.040 | Aufgestockt | +5,7% | |
| Connor, Clark & Lunn Investment Management Ltd. | 67.671 | 105.987 | -38.316 | 2.630.372 | Reduziert | -36,2% | |
| Creative Planning | 66.728 | 58.218 | 8.510 | 2.593.717 | Aufgestockt | +14,6% | |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 66.099 | 81.464 | -15.365 | 2.569.268 | Reduziert | -18,9% | |
| Point72 Asset Management, L.P. | 63.170 | 25.988 | 37.182 | 2.455.418 | Aufgestockt | +143,1% | |
| MARTINGALE ASSET MANAGEMENT L P | 58.961 | 78.725 | -19.764 | 2.291.815 | Reduziert | -25,1% | |
| CITADEL ADVISORS LLC | 68.324 | 0 | 68.324 | 2.188.418 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 56.128 | 55.894 | 234 | 2.181.695 | Aufgestockt | +0,4% | |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 52.083 | 69.734 | -17.651 | 2.024.466 | Reduziert | -25,3% | |
| BARCLAYS PLC | 50.956 | 86.316 | -35.360 | 1.980.661 | Reduziert | -41,0% | |
| JPMORGAN CHASE & CO | 61.213 | 0 | 61.213 | 1.960.652 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 48.773 | 0 | 48.773 | 1.895.806 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3.466.868 | 3.486.654 | -0,6% | 134.757.165 | 21,52 |
| DIMENSIONAL FUND ADVISORS LP | 1.404.730 | 1.409.711 | -0,4% | 54.600.303 | 8,72 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.182.663 | 845.054 | +40,0% | 45.970.000 | 7,34 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 840.108 | 953.859 | -11,9% | 32.654.998 | 5,22 |
| VANGUARD CAPITAL MANAGEMENT LLC | 821.593 | 0 | +100,0% | 31.935.320 | 5,10 |
| STATE STREET CORP | 748.934 | 733.293 | +2,1% | 29.111.065 | 4,65 |
| AMERICAN CENTURY COMPANIES INC | 667.004 | 610.826 | +9,2% | 25.926.445 | 4,14 |
| ALLIANCEBERNSTEIN L.P. | 751.424 | 636.964 | +18,0% | 24.068.111 | 3,84 |
| GEODE CAPITAL MANAGEMENT, LLC | 571.090 | 623.820 | -8,5% | 22.203.282 | 3,55 |
| FIRST MANHATTAN CO. LLC. | 402.775 | 407.025 | -1,0% | 15.655.864 | 2,50 |
| FEDERATED HERMES, INC. | 324.539 | 289.895 | +12,0% | 12.614.841 | 2,01 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 290.102 | 284.604 | +1,9% | 11.276.265 | 1,80 |
| NORTHERN TRUST CORP | 221.535 | 214.589 | +3,2% | 8.611.065 | 1,38 |
| Nuveen, LLC | 212.825 | 213.898 | -0,5% | 8.272.508 | 1,32 |
| GOLDMAN SACHS GROUP INC | 185.329 | 295.670 | -37,3% | 7.203.738 | 1,15 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 176.751 | 182.933 | -3,4% | 6.870.311 | 1,10 |
| CONGRESS ASSET MANAGEMENT CO | 173.585 | 148.943 | +16,5% | 6.747.247 | 1,08 |
| BANK OF AMERICA CORP /DE/ | 164.680 | 150.059 | +9,7% | 6.401.111 | 1,02 |
| Trexquant Investment LP | 140.268 | 69.773 | +101,0% | 5.452.217 | 0,87 |
| MORGAN STANLEY | 135.135 | 155.838 | -13,3% | 5.252.737 | 0,84 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 175 | 18,7 | 685 |
| 31.12.2025 | ✓ | 173 | 18,5 | 562 |
| 30.09.2025 | ✓ | 163 | 19,1 | 492 |
| 30.06.2025 | ✓ | 176 | 19,3 | 572 |
| 31.03.2025 | ✓ | 183 | 20,7 | 562 |
| 31.12.2024 | ✓ | 193 | 18,8 | 602 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 845.054 | 27.067.000 |
| Trexquant Investment LP | 69.773 | 2.234.829 |
| CITADEL ADVISORS LLC | 68.324 | 2.188.418 |
| Abacus Wealth Partners, LLC | 65.566 | 2.100.078 |
| LAZARD ASSET MANAGEMENT LLC | 53.724 | 1.720.780 |
| Versor Investments LP | 29.200 | 935.276 |
| Point72 Asset Management, L.P. | 25.988 | 832.396 |
| Jump Financial, LLC | 24.015 | 769.200 |
| Quent Capital, LLC | 20.580 | 659.177 |
| BALYASNY ASSET MANAGEMENT L.P. | 18.210 | 583.266 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BlackRock, Inc. | 3.486.654 | 161.659 | +4.9 % | 111.677.542 |
| GOLDMAN SACHS GROUP INC | 295.670 | 129.585 | +78.0 % | 9.470.310 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 953.859 | 120.483 | +14.5 % | 30.552.104 |
| BESSEMER GROUP INC | 102.493 | 102.438 | +186250.9 % | 3.283 |
| VANGUARD GROUP INC | 1.434.372 | 49.037 | +3.5 % | 45.942.936 |
| FEDERATED HERMES, INC. | 289.895 | 43.960 | +17.9 % | 9.285.344 |
| Nuveen, LLC | 213.898 | 41.522 | +24.1 % | 6.851.153 |
| Creative Planning | 58.218 | 36.213 | +164.6 % | 1.864.723 |
| TWO SIGMA INVESTMENTS, LP | 131.528 | 32.410 | +32.7 % | 4.212.842 |
| HSBC HOLDINGS PLC | 52.596 | 29.090 | +123.8 % | 1.685.176 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 98.343 | -424.255 | -81.2 % | 3.149.926 |
| FIRST TRUST ADVISORS LP | 21.608 | -115.543 | -84.2 % | 692.104 |
| Qube Research & Technologies Ltd | 177.127 | -94.960 | -34.9 % | 5.673.378 |
| JPMORGAN CHASE & CO | 61.213 | -37.178 | -37.8 % | 1.960.652 |
| STATE STREET CORP | 733.293 | -37.032 | -4.8 % | 23.487.375 |
| UBS Group AG | 38.669 | -36.980 | -48.9 % | 1.238.568 |
| THRIVENT FINANCIAL FOR LUTHERANS | 122.929 | -35.234 | -22.3 % | 3.938 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 160.243 | -29.124 | -15.4 % | 5.133 |
| BANK OF AMERICA CORP /DE/ | 150.059 | -21.714 | -12.6 % | 4.806.389 |
| NORTHERN TRUST CORP | 214.589 | -18.745 | -8.0 % | 6.873.285 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 21.01.2026 | BlackRock Portfolio Management LLC | Passiv (13G) | 5,40 % | 1.624.151 | +0,50 pp | |
| 17.10.2025 | BlackRock Portfolio Management LLC | Passiv (13G/A) | 4,90 % | 1.477.375 | -0,20 pp | |
| 15.07.2025 | BlackRock Portfolio Management LLC | Passiv (13G) | 5,10 % | 1.557.827 | Neu | |
| 12.02.2025 | Workers United Canada Council | Passiv (13G) | 0,10 % | 27.422 | 0,00 pp | |
| 12.02.2025 | Workers United | Passiv (13G) | 23,40 % | 7.185.816 | -2,50 pp | |
| 12.02.2025 | Western States Regional Joint Board, Workers United | Passiv (13G) | 0,40 % | 119.380 | 0,00 pp | |
| 12.02.2025 | Southwest Regional Joint Board | Passiv (13G) | 0,00 % | 4.753 | -0,10 pp | |
| 12.02.2025 | Rochester Regional Joint Board, Workers United | Passiv (13G) | 1,00 % | 319.133 | -0,70 pp | |
| 12.02.2025 | Workers United, Southern Regional Joint Board | Passiv (13G) | 0,50 % | 149.795 | 0,00 pp | |
| 12.02.2025 | Rochester Regional Joint Board Fund for the Future | Passiv (13G) | 0,40 % | 132.580 | 0,00 pp | |
| 12.02.2025 | Local 50, Workers United | Passiv (13G) | 0,40 % | 114.600 | 0,00 pp | |
| 12.02.2025 | New York-New Jersey Regional Joint Board, Workers United | Passiv (13G) | 5,30 % | 1.630.806 | -0,10 pp | |
| 12.02.2025 | Mid-Atlantic Regional Joint Board, Workers United | Passiv (13G) | 0,90 % | 264.939 | 0,00 pp | |
| 12.02.2025 | Chicago & Midwest Regional Joint Board, Workers United | Passiv (13G) | 1,60 % | 479.567 | 0,00 pp | |
| 12.02.2025 | Philadelphia Joint Board, Workers United | Passiv (13G) | 1,40 % | 423.022 | -0,30 pp | |
| 12.02.2025 | Laundry, Distribution & Food Service Joint Board, Workers United | Passiv (13G) | 0,90 % | 281.583 | Neu | |
| 12.02.2025 | Pennsylvania Joint Board Workers United, SEIU | Passiv (13G) | 1,10 % | 338.518 | -0,10 pp | |
| 07.02.2025 | BlackRock, Inc. | Passiv (13G/A) | 5,50 % | 1.679.568 | Neu | |
| 12.11.2024 | Phillip Gross | Passiv (13G/A) | 2,34 % | 716.262 | -4,12 pp | |
| 12.11.2024 | Robert Atchinson | Passiv (13G/A) | 2,34 % | 716.262 | -4,12 pp | |
| 12.11.2024 | Adage Capital Management, L.P. | Passiv (13G/A) | 2,34 % | 716.262 | -4,12 pp | |
| 10.09.2024 | . BlackRock, Inc. | Passiv (13G/A) | 10,60 % | 3.245.682 | +1,20 pp | |
| 07.02.2024 | Adage Capital Partners GP, L.L.C. | Passiv (13G/A) | 6,46 % | 1.963.108 | +1,18 pp | |
| 07.02.2024 | Adage Capital Management, L.P. | Passiv (13G/A) | 6,46 % | 1.963.108 | Neu | |
| 07.02.2024 | Adage Capital Partners, L.P. | Passiv (13G/A) | 6,46 % | 1.963.108 | +1,18 pp | |
| 07.02.2024 | Phillip Gross | Passiv (13G/A) | 6,46 % | 1.963.108 | +1,18 pp | |
| 07.02.2024 | Robert Atchinson | Passiv (13G/A) | 6,46 % | 1.963.108 | +1,18 pp | |
| 06.02.2024 | New York-New Jersey Regional Joint Board, Workers United | Passiv (13G/A) | 5,40 % | 1.630.806 | Neu | |
| 06.02.2024 | Pennsylvania Joint Board Workers United, SEIU | Passiv (13G/A) | 1,20 % | 374.517 | Neu | |
| 06.02.2024 | Local 50, Workers United | Passiv (13G/A) | 0,40 % | 114.600 | Neu | |
| 06.02.2024 | Philadelphia Joint Board, Workers United | Passiv (13G/A) | 1,70 % | 523.022 | Neu | |
| 06.02.2024 | Laundry, Distribution & Food Service Joint Board, Workers | Passiv (13G/A) | 0,90 % | 281.583 | Neu | |
| 06.02.2024 | Workers United, Southern Regional Joint Board | Passiv (13G/A) | 0,50 % | 149.794 | Neu | |
| 06.02.2024 | Chicago & Midwest Regional Joint Board, Workers United | Passiv (13G/A) | 1,60 % | 479.567 | Neu | |
| 06.02.2024 | Rochester Regional Joint Board Fund for the Future | Passiv (13G/A) | 0,40 % | 132.580 | Neu | |
| 06.02.2024 | Rochester Regional Joint Board, Workers United | Passiv (13G/A) | 1,70 % | 519.132 | Neu | |
| 06.02.2024 | Southwest Regional Joint Board | Passiv (13G/A) | 0,10 % | 4.752 | Neu | |
| 06.02.2024 | Western States Regional Joint Board, Workers United | Passiv (13G/A) | 0,40 % | 119.380 | Neu | |
| 06.02.2024 | Workers United | Passiv (13G/A) | 25,90 % | 7.871.505 | Neu | |
| 06.02.2024 | Workers United Canada Council | Passiv (13G/A) | 0,10 % | 27.421 | Neu |
Stammdaten
Amalgamated Financial Corp. fungiert als Bankholdinggesellschaft der Amalgamated Bank und erbringt gewerbliche und Privatkundenbanking-, Vermögensmanagement- sowie Treuhand- und Verwahrstellen-Dienstleistungen für gewerbliche und Privatkunden in den Vereinigten Staaten. Das Unternehmen akzeptiert verschiedene Einlageprodukte, darunter unverzinsliche Konten, zinsabhängige Nachfrageprodukte, Sparkonten, Geldmarktkonten, NOW-Konten und Einlagenzertifikate. Es bietet auch verschiedene Gewerbedarlehen, darunter Darlehen für Gewerbe und Industrie, Hypotheken für mehrfamilienbewohnte Liegenschaften und Darlehen für gewerbliche Immobilien; sowie Privatkreditdarlehen wie Wohnimmobilienhypotheken sowie Verbraucherkredite und weitere Kreditarten. Darüber hinaus bietet das Unternehmen Online-Banking, Rechnungszahlung, Online-Bargeldverwaltung und Mietdienstleistungen für Tresorfächer; Debit- und Geldautomatenkarten; sowie Treuhand-, Verwahr- und Vermögensmanagement-Dienstleistungen einschließlich Vermögensverwahrung, Kapitalmaßnahmen, Einnahmeeintreibung, Vollmachtverwaltung, Kontoübergänge, Vermögenstransfers und Umwandlungsverwaltung. Weiterhin bietet es Anlageprodukte wie Aktien-, Anleihen-, Immobilien- und alternative Anlageprodukte; sowie Makler-, Vermögensmanagement- und Versicherungsprodukte an. Das Unternehmen betreibt drei Filialen in New York City, eine Filiale in Washington, D.C., eine Filiale in San Francisco, ein Gewerbebüro in Boston und eine digitale Banking-Plattform. Amalgamated Financial Corp. wurde 1923 gegründet und hat seinen Sitz in New York, New York.
Unternehmen & Branche
| Name | Amalgamated Financial Corp. |
|---|---|
| Ticker | AMAL |
| CIK | 0001823608 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Banks - Regional |
| SIC | 6022 · State Commercial Banks |
Wertpapier & Kennzahlen
| CUSIP | 022671101 |
|---|---|
| ISIN | US0226711010 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,31 Mrd. USD |
| KGV (P/E) | 12,93 |
| Beta | 0,82 |
| Dividendenrendite | 0,01 % |
Bewertung
| FCF-Rendite | 10,2 % vs. 13,1 % (2021) ▼ |
|---|---|
| Buyback-Rendite | 2,5 % vs. 0,6 % (2021) ▲ |
| Ausschüttungsquote | 16,5 % vs. 18,8 % (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) | 0,93 | 1,39 | 1,40 | 1,45 | – | |
| FCF-Rendite | 13,1 % | 20,6 % | 14,1 % | 11,9 % | 14,1 % | |
| Buyback-Rendite | 0,6 % | 1,8 % | 1,0 % | 0,1 % | 3,4 % | |
| Ausschüttungsquote | 18,8 % | 13,8 % | 14,0 % | 13,4 % | 16,5 % | |
| Qualität & Bilanz | ||||||
| ROIC | 9,4 % | 16,0 % | 15,0 % | 15,0 % | – | |
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 | 25.223.000 | 0,84 | 9.170.892.000 | ||
| 2025-12-31 | 10-K | 104.447.000 | 3,41 | 8.869.836.000 | ||
| 2025-09-30 | 10-Q | 26.790.000 | 0,88 | 8.682.974.000 | ||
| 2025-06-30 | 10-Q | 25.989.000 | 0,84 | 8.621.338.000 | ||
| 2025-03-31 | 10-Q | 25.028.000 | 0,81 | 8.285.227.000 | ||
| 2024-12-31 | 10-K | 106.434.000 | 3,44 | 8.256.892.000 | 707.654.000 | |
| 2024-09-30 | 10-Q | 27.942.000 | 0,90 | 8.413.640.000 | 698.199.000 | |
| 2024-06-30 | 10-Q | 26.753.000 | 0,87 | 8.250.704.000 | 645.979.000 | |
| 2024-03-31 | 10-Q | 27.249.000 | 0,89 | 8.136.682.000 | 616.805.000 | |
| 2023-12-31 | 10-K | 87.978.000 | 2,86 | 7.972.324.000 | 585.231.000 | |
| 2023-09-30 | 10-Q | 22.308.000 | 0,73 | 7.909.732.000 | 546.158.000 | |
| 2023-06-30 | 10-Q | 21.642.000 | 0,70 | 7.792.812.000 | 528.481.000 | |
| 2023-03-31 | 10-Q | 21.338.000 | 0,69 | 7.836.456.000 | 519.025.000 | |
| 2022-12-31 | 10-K | 81.477.000 | 2,61 | 7.843.124.000 | 508.822.000 | |
| 2022-09-30 | 10-Q | 22.944.000 | 0,74 | 7.868.217.000 | 487.605.000 | |
| 2022-06-30 | 10-Q | 19.613.000 | 0,63 | 7.943.257.000 | 497.908.000 | |
| 2022-03-31 | 10-Q | 14.165.000 | 0,45 | 7.653.331.000 | 526.629.000 | |
| 2021-12-31 | 10-K | 52.937.000 | 1,68 | 7.077.876.000 | 563.742.000 | |
| 2021-09-30 | 10-Q | 14.416.000 | 0,46 | 6.859.765.000 | 556.257.000 | |
| 2021-06-30 | 10-Q | 10.408.000 | 0,33 | 6.556.272.000 | 548.078.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 05.05.2026 | – | 0,84 |
| Q3 2025 | 30.09.2025 | 04.11.2025 | – | 0,88 |
| Q2 2025 | 30.06.2025 | 05.08.2025 | – | 0,84 |
| Q1 2025 | 31.03.2025 | 05.05.2026 | – | 0,81 |
| Q3 2024 | 30.09.2024 | 04.11.2025 | – | 0,90 |
| Q2 2024 | 30.06.2024 | 05.08.2025 | – | 0,87 |
| Q1 2024 | 31.03.2024 | 06.05.2025 | – | 0,89 |
| Q3 2023 | 30.09.2023 | 05.11.2024 | – | 0,73 |
| Q2 2023 | 30.06.2023 | 06.08.2024 | – | 0,70 |
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 | |
|---|---|---|---|---|
| 05.05.2026 | 10-Q | – | – | SEC » |
| 05.03.2026 | 10-K | 31.12.2025 | 64 Tage | SEC » |
| 04.11.2025 | 10-Q | 30.09.2025 | 35 Tage | SEC » |
| 05.08.2025 | 10-Q | 30.06.2025 | 36 Tage | SEC » |
| 06.05.2025 | 10-Q | 31.03.2025 | 36 Tage | SEC » |
| 06.03.2025 | 10-K | 31.12.2024 | 65 Tage | SEC » |
| 05.11.2024 | 10-Q | 30.09.2024 | 36 Tage | SEC » |
| 06.08.2024 | 10-Q | 30.06.2024 | 37 Tage | SEC » |
| 07.05.2024 | 10-Q | 31.03.2024 | 37 Tage | SEC » |
| 07.03.2024 | 10-K | 31.12.2023 | 67 Tage | SEC » |
| 03.11.2023 | 10-Q | 30.09.2023 | 34 Tage | SEC » |
| 04.08.2023 | 10-Q | 30.06.2023 | 35 Tage | SEC » |
| 09.05.2023 | 10-Q | 31.03.2023 | 39 Tage | SEC » |
| 09.03.2023 | 10-K | 31.12.2022 | 68 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 » |
| 11.03.2022 | 10-K | 31.12.2021 | 70 Tage | SEC » |
| 09.11.2021 | 10-Q | 30.09.2021 | 40 Tage | SEC » |
| 06.08.2021 | 10-Q | 30.06.2021 | 37 Tage | SEC » |
| 05.05.2021 | 10-Q | 31.03.2021 | 35 Tage | SEC » |
| 15.03.2021 | 10-K | 31.12.2020 | 74 Tage | SEC » |
| 06.11.2020 | 10-Q | 30.09.2020 | 37 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 01.07.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 25.03.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 27.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 08.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 16.11.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 30.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 18.10.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 30.08.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.08.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.08.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors of Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 27.07.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 20.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 14.10.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.08.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 21.07.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 28.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.04.2021 | 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 | 1 | 41,18 | 41 |
| 2026-05-08 | 4.474 | 41,92 | 187.550 |
| 2026-05-07 | 34 | 41,75 | 1.420 |
| 2026-05-01 | 74 | 40,88 | 3.025 |
| 2026-04-15 | 179 | 41,77 | 7.477 |
| 2026-04-07 | 92 | 40,14 | 3.693 |
| 2026-03-31 | 422 | 38,24 | 16.137 |
| 2026-03-25 | 1 | 38,56 | 39 |
| 2026-03-19 | 23 | 36,95 | 850 |
| 2026-03-13 | 1.076 | 37,96 | 40.845 |
| 2026-03-09 | 35 | 37,80 | 1.323 |
| 2026-03-05 | 20 | 39,15 | 783 |
| 2026-03-02 | 265 | 38,49 | 10.200 |
| 2026-02-27 | 7 | 40,05 | 280 |
| 2026-02-25 | 35 | 38,63 | 1.352 |
| 2026-02-19 | 426 | 40,76 | 17.364 |
| 2026-02-10 | 18 | 41,91 | 754 |
| 2026-02-03 | 370 | 40,19 | 14.870 |
| 2026-01-30 | 326 | 39,06 | 12.734 |
| 2026-01-28 | 124 | 38,15 | 4.731 |
| 2026-01-23 | 4 | 38,44 | 154 |
| 2026-01-20 | 88 | 34,65 | 3.049 |
| 2026-01-14 | 19 | 33,25 | 632 |
| 2026-01-09 | 27 | 34,03 | 919 |
| 2026-01-06 | 178.022 | 33,55 | 5.972.638 |
| 2025-12-30 | 13 | 33,06 | 430 |
| 2025-12-17 | 14 | 32,53 | 455 |
Hinweis
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