Schneider Electric S.E. (SBGSY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.14x

57th percentile

25 buying22 selling

+7

New

-11

Closed

-7,318

Net shares

Ownership Concentration

Top 5: 59.1%Top 10: 82.4%

Hemenway Trust Co19.2%

Cardinal Capital Management,18.8%

Broderick Brian C7.8%

Madison Asset Management,7.5%

Douglass Winthrop Advisors,5.8%

Others (37)40.9%

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Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.14x

57th percentile

25 buying22 selling

+7

New

-11

Closed

-7,318

Net shares

Ownership Concentration

Top 5: 59.1%Top 10: 82.4%

Hemenway Trust Co19.2%

Cardinal Capital Management,18.8%

Broderick Brian C7.8%

Madison Asset Management,7.5%

Douglass Winthrop Advisors,5.8%

Others (37)40.9%

Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.14x

57th percentile

25 buying22 selling

+7

New

-11

Closed

-7,318

Net shares

Ownership Concentration

Top 5: 59.1%Top 10: 82.4%

Hemenway Trust Co19.2%

Cardinal Capital Management,18.8%

Broderick Brian C7.8%

Madison Asset Management,7.5%

Douglass Winthrop Advisors,5.8%

Others (37)40.9%

Conviction-Weighted Ownership

Median weight: 2.37%Avg weight: 1.74%Max: 2.72%High conviction (>1%): 6

Hemenway Trust Co

Cardinal Capital Management,

Broderick Brian C

Madison Asset Management,

Douglass Winthrop Advisors,

Ramirez Asset Management,

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$22,602

SBGSY · +126%

$18,666

S&P 500 · +87%

+$3,936

ahead of the index

Total return (5Y)

+126%

S&P 500

+87%

vs. market

+39%

outperformed

Annualized

17.7%

mkt 13.3%

Volatility

28%

annualized

Beta

1.66

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

SBGSYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

SBGSY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = SBGSY's return.

Beat the market

4 / 6 yrs

67% win rate

Best year

+47%

2023

Worst year

-27%

2022

Worst drawdown

-41%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -41%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position