To an investor, it may mean
the total of financial assets invested in securities, a home and other fixed assets, plus cash.
Not exact matches
In addition, Air Canada has an Altman Z - Score, a common measure
of a company's
financial health, that assess variables like working capital, sales and earnings as a proportion
of total assets,
of 0.62, which suggests the possibility
of bankruptcy.
MUFG Union Bank is a proud member
of the Mitsubishi UFJ
Financial Group (NYSE: MTU), one of the world's largest financial organizations with total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as of December
Financial Group (NYSE: MTU), one
of the world's largest
financial organizations with total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as of December
financial organizations with
total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as
of December 31, 2017.
The tests
of 51 banks covering 70 %
of total banking
assets across the EU come at a time
of great turmoil in banking when many
financial shares have plunged
As
of 3/31/11, Best Buy Co., Inc. represented 3.2 %
of The Oakmark Select Fund's
total net
assets, Wal - Mart Stores Inc. 0 %, Amazon.com, Inc. 0 %, DIRECTV, Class A 4.0 %, Calpine Corp. 4.7 %, Cenovus Energy, Inc. 4.8 %, Capital One
Financial Corp. 4.4 %, H&R Block, Inc. 4.1 %, Western Union Co. 0 %, and Mastercard, Inc., Class A 3.8 %.
As
of 06/30/14, National Oilwell Varco represented 2.6 %, FedEx Corp. 2.2 %, Baker Hughes, Inc. 2.1 %, Dover Corp. 2.7 %, General Motors Co. 3.2 %, Bank
of America, Inc. 3.1 %, TD Ameritrade Holding Corp. 1.8 %, Carter's Inc. 0.2 %, MasterCard, Inc., Class A 1.9 %, Knowles Corp. 0.5 %, General Dynamics Corp. 1.8 %, Foot Locker, Inc. 1.8 %, Scripps Networks Interactive, Inc., Class A 1.5 %, Aflac, Inc. 0.9 %, Oracle Corp. 3.4 %, Quest Diagnostic, Inc. 0 %, Atlas Air Worldwide Holdings, Inc. 0.1 %, Rowan Companies plc 0.4 %, Cenovus Energy, Inc. 0 %, Fidelity National
Financial, Inc. 1.1 %, Devon Energy Corp. 0 %, and Ultra Petroleum Corp. 0.7 %
of the Oakmark Equity and Income Fund's
total net
assets.
The mainland had more than 2,000 registered funds
of all types as
of May, with
total net
assets of about 5.7 trillion renminbi, according to figures from Wind Info, a
financial data provider.
There are two simple ratios using accruals not often reported or put on
financial websites but they do explain the state
of quality
of earnings, they are calculated by using two different approaches Balance sheet approach Calculate Accruals which is difference between beginning and ending NOA (Net operating
assets) Here, NOA = Net operating
assets = -LCB-(
Total assets — cash and equivalents and investments)--(
Total...
As
of 3/31/11, Cisco Systems, Inc. represented 1.2 %
of The Oakmark Fund's
total net
assets, Best Buy Co., Inc. 1.5 %, DIRECTV, Class A 1.7 %, Viacom, Inc. - Class B 2.1 %, Cenovus Energy, Inc. 1.8 %, EnCana Corp. 1.1 %, Capital One
Financial Corp. 2.1 %, Harley - Davidson, Inc. 1.8 %, H&R Block, Inc. 1.4 %, Huntington Ingalls Industries, Inc. 0 %, Northrop Grumman Corp. 1.9 %, Unilever PLC — ADR 1.6 %, Aflac, Inc. 1.5 %, and FedEx Corp. 1.5 %.
Moreover, it is now doubtful whether the efficient market hypothesis makes any kind
of sense. Indeed, a great many economists and bankers have discovered Minskyâ $ ™ s views on
financial fragility and his
financial instability hypothesis, according to which banks and
financial markets can not be left to themselves: we need regulations even though regulating markets may not succeed in avoiding another crisis once the memory
of the current crisis has faded away.As told to me by a law student recently hired by Blackrock, the largest
asset manager in the world, with
assets totalling more than 3,500 billion dollars â $ «thatâ $ ™ s one and a half times larger than UBS and twice as large as PIMCO â $ «many
asset managers are now turning away from hiring neoclassical economists and actually prefer hiring engineers, sociologists and even philosophers.
As a personal rule
of thumb I would argue for the preservation
of at least 30 %
of your personal
assets as a cushion against
total financial ruin.
«The unit at the centre
of JP Morgan Chase's $ 2 billion trading loss has built up positions
totalling more than $ 100 billion in
asset - backed securities and structured products - the complex, risky bonds at the centre
of the
financial crisis in 2008.
As
of 3/31/13, H.J. Heinz Co. represented 0 %, Dell, Inc. 4.5 %, Apple, Inc. 0 %, American International Group, Inc. 5.1 %, DIRECTV 4.9 %, and Capital One
Financial Corp. 5.2 %
of the Oakmark Select Fund's
total net
assets.
The securities mentioned above comprise the following percentages
of the Oakmark Equity and Income Fund's
total net
assets as
of 12/31/17: Bank
of America Corp. 5.3 %, TE Connectivity, Ltd. 3.9 %, UnitedHealth Group, Inc. 2.6 %, Ally
Financial, Inc. 1.8 %, Dover Corp. 2.6 %, CVS Health Corp. 2.2 %, Baker Hughes a GE Co. 1.2 %, General Electric Co. 0 %, Philip Morris International, Inc. 2.0 %, Oracle Corp. 2.3 %, MasterCard, Inc., Class A 2.6 %, General Motors Co. 5.1 %, Foot Locker, Inc. 1.2 %, Flowserve 0 %, Johnson Controls International PLC 0.6 %, PDC Energy Inc. 0.4 %, TD Ameritrade Holding Corp. 0 %, Herman Miller, Inc. 0 %, Oshkosh Corp. 0 %, VWR Corp. 0 %, Blockchain 0 %, Long Blockchain 0 %, LongFin Corp 0 %, Riot Blockchain 0 %, Intercontinental Technology 0 %, Nodechain 0 %, The Crypto Company 0 % and New York Times Co. 0 %.
Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise
of the unified managed household (UMH)-- a single view
of total assets and liabilities for each customer household, actionable data for optimal
financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.
Carlyle's
financial success primarily stems from the
total assets the firm manages on behalf
of others, along with the fees earned from managing those
assets.
As
of 3/31/11, SAP AG represented 5.2 %
of The Oakmark Global Select Fund's
total net
assets, Capital One
Financial Corp. 4.0 %, Best Buy Co., Inc. 4.0 %, Wal - Mart Stores Inc. 0 %, Amazon.com, Inc. 0 %, Daiwa Securities Group Inc. 5.0 %, Bank
of America Corp. 0 %, Societe Television Francaise 1 0 %, Danone 4.4 %, and TE Connectivity 4.5 %.
As
of 06/30/15 American International Group, Inc. represented 2.5 % and 6.0 %, National Oilwell Varco 0.8 % and 0 %, Fidelity National
Financial, Inc. (FNF) 0 % and 4.6 %, Amazon.com, Inc. 2.2 % and 4.5 %, Apache Corp. 2.6 % and 3.8 %, and Chesapeake Energy Corp. 0.7 % and 4.5 %
of the Oakmark Fund and Oakmark Select Fund's respective
total net
assets.
It still constitutes only a small percentage
of total global
financial assets, and most activity is concentrated in...
The holdings mentioned above comprise the following percentages
of the Oakmark Equity and Income Fund's
total net
assets as
of 09/30/16: Bank
of America Corp. 3.8 %, General Motors Co. 4.2 %, Foot Locker, Inc. 2.7 %, TD Ameritrade Holding Corp. 2.0 %, Principal
Financial Group, Inc. 1.9 %, CVS Health Corp. 2.7 %, Kate Spade & Co. 0.6 %, HSN, Inc. 0.4 %, Oracle Corp. 3.2 %, Carters, Inc. 0.4 %, Glencore PLC 0.6 %, Dover Corp. 2.8 %, UnitedHealth Group, Inc. 2.1 %, Union Pacific Corp. 1.6 %, BorgWarner, Inc. 1.6 %, Wells Fargo & Co. 0.9 %, The Goldman Sachs Group, Inc. 0 %, Philip Morris International, Inc. 1.9 %, Oceaneering International, Inc. 0 %, Facebook, Inc. 0 %, Amazon.com, Inc. 0 %, Netflix, Inc. 0 %, Alphabet, Inc. 0 %, HCA Holdings Inc. 0.6 % and MGM Resorts International 0.2 %.
Class A 2.3 %, McDonald's Corp. 1.9 %, Aflac, Inc. 1.7 %, Allstate Corp. 1.7 %, Bank
of America Corp. 1.0 %, Bank
of New York Mellon Corp. 1.1 %, Best Buy Co., Inc. 1.5 %, Cisco Systems, Inc. 1.0 %, Encana Corp. 1.1 %, FedEx Corp. 2.0 %, JPMorgan Chase & Co. 1.7 %, Google Inc., Class A 1.1 %, Capital One
Financial Corp. 2.3 %, State Street Corp. 1.3 %, GlaxoSmithKline PLC 0 %, Walgreen Co. 0 %, Express Scripts Inc. 0 %, and Corning Inc. 1.6 %
of the Oakmark Fund's
total net
assets.
As
of 09/30/14, Forest Laboratories, Inc. represented 0 %, TRW Automotive Holdings Corp. 4.2 %, DIRECTV 0 %, Intel Corp. 3.6 %, FedEx Corp. 3.7 %, Cenovus Energy, Inc. 0 %, Actavis PLC 0 %, Fidelity National
Financial, Inc. 3.5 %, Kennametal, Inc. 0 %, Franklin Resources, Inc. 3.6 %, Apache Corp. 6.5 %, CBRE Group, Inc. 4.2 %, Google, Inc., Class A 5.0 %, Citigroup, Inc. 5.0 %, Amazon, Inc. 5.0 %, Newfield Exploration Co. 0 %, Texas Instruments, Inc. 0 %, and Comcast Corp. 0 %
of the Oakmark Select Fund's
total net
assets.
Its most recent
financial data [1] shows that, on June 30, 2010, the Planned Parenthood Federation
of America («Planned Parenthood») had $ 1.2 billion in
total assets and $ 1.0 billion in net worth.
The audited results also showed that the Bank's
Total Assets peaked at N4.07 trillion, translating into 16.1 percent year - on - year growth from the figure
of N3.50 trillion recorded as at 2016
financial year.
Isn't greater home - ownership the best opportunity for people to escape state dependency and invest in a simple, low - risk
asset over a life - time that will allow people who started with nothing to achieve their goal
of total financial independence?
In the
financial year ended December 31, 2015, Zenith Bank reported a profit after tax (PAT)
of N105.66 billion — the highest in the Nigeria banking industry for the year — with
total assets standing at over Four Trillion Naira.
Additionally, even though Google's
total assets are roughly 131 billion USDs [page 43], if one were to look at the «rest»
of Google's
assets (i.e. excluding its cash, cash equivalents and marketable securities), one might speculate how much
of them could be realized in the event
of a serious
financial collapse.
However, according to Blackrock
total global
financial assets are $ 225 trillion with $ 62 trillion
of it being managed.
This particularly affects
financial institutions, as they are required to hold a certain percentage
of total capital in Tier 1
assets.
It also acquired the majority
of the
assets of Washington Mutual in 2008, thus making it one
of the most powerful
financial institutions in the country with
total assets of over $ 2.3 trillion.
Total exchange - traded fund (ETF)
assets hit an all - time high
of USD2.2 trillion in 2015, driven by the continued growth in popularity
of passive investment vehicles, according to quarterly data released today by Broadridge
Financial Solutions.
And new
assets kept flowing into Charles Schwab's
asset management business in 2014 as well: At the end
of the first quarter, the
financial services company reported
total assets under an advisory relationship
of $ 1.13 trillion.
This study looked at four different areas
of wealth accumulation including
total net worth;
financial assets like savings, stocks, and mutual funds; non-
financial assets like homes or vehicles, and the value
of a borrower's living residence.
«We have an undesirably large sum in cash at the moment, nearly a third
of our
total financial assets.
Financial Analysis: The
total debt represents 14.97 percent
of Franklin Resources's
assets and the
total debt in relation to the equity amounts to 22.87 percent.
Financial Analysis: The
total debt represents 9.59 percent
of Sigma - Aldrich's
assets and the
total debt in relation to the equity amounts to 12.61 percent.
I measure [Delta] LEVER as the historical change in the ratio
of total long - term debt to average
total assets, and view an increase (decrease) in
financial leverage as a negative (positive) signal.
Or, the
total sum
of debts — in this case student loans — surpasses a person's
total financial assets.
Net
Financial Debt / Total Assets is my absolute favorite dividend safety metric for evaluating the long term financial condition of a
Financial Debt /
Total Assets is my absolute favorite dividend safety metric for evaluating the long term
financial condition of a
financial condition
of a company.
Investment
of more than 25 %
of total assets in securities issued by banks would entail the risk
of the factors influencing the health
of the banking industry, affecting performance such as economic trends, industry competition and governmental actions, as well as factors affecting the
financial stability
of borrowers.
So the
total breakup
of financial assets and operating
assets is as under:
So, as we look at household ownership
of individual bonds as a percentage
of total financial assets, we see the following.
REALLY LOW COST: $ 300 annual flat fee regardless
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These «primarily
asset value emphasis» companies include
financial institutions (29.9 %
of the
total portfolio), land development companies (8.9 %
of the
total portfolio) and real estate companies (8.2 %
of the portfolio).
Of the
total assets, let's segregate
financial assets.
One
of the larger companies we reviewed coming in at more than $ 500 billion in
total assets, Mass Mutual is is positively rated by all the 4 major
financial reporting companies.
This view
of your current
financial situation is based on the information you provided, and is the result
of subtracting your
total liabilities from your
total assets — in other words, the value
of what you own minus the value
of what you owe.
These anomalies are:
financial distress; O - score (probability
of bankruptcy); net stock issuance; composite stock issuance;
total accruals; net operating
assets; momentum; gross profitability;
asset growth; return on
assets; and, investment - to -
assets ratio.
A Net
Financial Debt to
Total Assets Ratio in excess
of 50 % would be a warning sign
of too much leverage.
The Arbor Investment Planner's Dividend Analyzer awards Net
Financial Debt /
Total Assets Ratio 12 points (out
of 100) to our scoring formula.