Private Equity Insights

FEBRUARY 14, 2025

Apleona, formerly part of German industrial conglomerate Bilfinger SE, provides facility management services across commercial, industrial, and public sectors. The transaction underscores Bains strategic focus on asset-heavy industries with resilient demand and stable cash flows.

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Capital Private Equity Firms Private Equity Firms Conglomerates 130

The Motley Fool

AUGUST 13, 2024

Berkshire has become a conglomerate with several wholly owned companies under its umbrella, in addition to a portfolio of 47 publicly traded stocks and securities. In addition, the conglomerate's portfolio of publicly traded stocks and securities is worth $302.4 The conglomerate delivered $49.3 Berkshire also reported $43.3

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Conglomerates Banks Shareholders Portfolios 246

The Motley Fool

SEPTEMBER 22, 2024

Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. 2 bank by assets has long been Berkshire's No. The conglomerate already has a record-high cash balance after dumping so much of its Apple stake. In recent years, Bank of America (NYSE: BAC) has been Berkshire's No.

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Banks Conglomerates Stakes Assets 246

The Motley Fool

JUNE 14, 2023

While Buffett still runs Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the firm that he took over in 1965 and built into one of the largest conglomerates in the world, he now has many other investors that work with him at Berkshire and have their own autonomy including Todd Combs and Ted Weschler.

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Conglomerates Stakes Investing Asset Management 264

The Motley Fool

JUNE 7, 2024

At the end of the first quarter, the conglomerate led by CEO Warren Buffett had over $189 billion in cash and short-term investments on its books. of Berkshire's total assets. So relatively speaking, compared to the conglomerate's recent history, this level is pretty normal. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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Investors Conglomerates Banks Assets 246

The Motley Fool

MAY 25, 2024

Marubeni is a huge Japanese conglomerate. oil and gas assets and its leadership in carbon capture technology. The conglomerate secured regulatory approval in 2022 to acquire up to 50% of the company but currently owns only 28%. However, it's one of Buffett's favorite stocks. He likes the company's significant U.S.

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Conglomerates Shareholders Prospects Finance 246

The Motley Fool

JUNE 26, 2024

Whirlpool (NYSE: WHR) is reportedly a potential acquisition target for a German industrial conglomerate. Earlier this year, the company was also rumored to be taking a look at the heating and air-conditioning assets of Johnson Controls International. Shares of the U.S. Is Bosch weighing a move? Is Whirlpool stock a buy?

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Bidding Conglomerates Assets Capital 245

The Motley Fool

MARCH 19, 2025

Assets that are easy to passively own, conversely, generally produce weaker results. Given enough time, shares of this buy-and-hold-minded conglomerate reliably outperform the S&P 500 (SNPINDEX: ^GSPC) even though they seemingly shouldn't. There's a curious exception to these basic investing realities, though.

Mutual Funds 244

Mutual Funds Conglomerates Business Development Companies Stakes 244

The Motley Fool

NOVEMBER 29, 2024

The industrial conglomerate operates seven segments -- automotive, food equipment, test & measurement and electronics, welding, polymers & fluids, construction products, and specialty products. ITW is a textbook example of the advantages of the industrial conglomerate model. The ETF invests 80% of its assets in equities.

Conglomerates 246

Conglomerates Exchange-Traded Funds Shareholders Capital 246

The Motley Fool

AUGUST 21, 2024

With more than $225 billion in assets and nearly $60 billion worth of premiums collected every year it's not only able to ride out the occasional storm, but it's physically present in most markets all over the planet. In time, a corporation's or conglomerate's value always shines through. Chubb is no exception.

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Conglomerates Prospects Debt Shareholders 246

The Motley Fool

SEPTEMBER 14, 2024

After all, the company was essentially a vast and complex conglomeration of disparate assets. By looking at the company's price-to-book ratio , you could see how the market was valuing these assets, in a very rough way. In the past, Buffett believed that Berkshire's assets were worth at least 1.1 times book value.

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Conglomerates Shareholders Assets Accounting 246

The Motley Fool

OCTOBER 5, 2024

At the time he wrote that letter, Berkshire's cash position totaled $144 billion with roughly 80% of its assets invested in businesses. It's by far the largest cash position for the conglomerate ever. The conglomerate still has positions in 43 stocks and two exchange-traded funds (ETFs) worth more than $313 billion.

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The Motley Fool

MAY 20, 2024

The wraps are finally off, with Berkshire's most recent 13-F filing disclosing all the conglomerate's equity positions as of the end of the first quarter. Shortly after taking control of Berkshire Hathaway, a mere textile company, in 1965, Buffett added an insurance business to the conglomerate. Image source: The Motley Fool.

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Stakes Conglomerates Portfolios Assets 243

The Motley Fool

AUGUST 25, 2023

Warren Buffett's masterpiece is a well-diversified conglomerate that should continue to generate solid returns for its shareowners long after the legendary investor retires. Berkshire possesses an unrivaled collection of cash-producing assets, including more than 60 operating subsidiaries. Iger has some big decisions to make.

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Stakes Conglomerates Shareholders Assets 246

The Motley Fool

SEPTEMBER 24, 2024

Warren Buffett, the 94-year-old chief executive officer of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , has helped the giant conglomerate build an equities portfolio that is now worth north of $315 billion. That's right, Buffett seems more bullish on this asset than his top three positions combined. In this portfolio are 45 stocks.

Banks 130

Banks Assets Conglomerates Portfolios 130

The Motley Fool

AUGUST 18, 2024

Note, though, that the Japanese conglomerate trades via two over-the-counter stocks. Berkshire owns stakes in five Japanese conglomerates. He likes the diversification these conglomerates offer, as well as their management teams' "shareholder-friendly policies." He likes the company's massive oil and gas assets in the U.S.

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Conglomerates Banks Stakes Shareholders 189

The Motley Fool

DECEMBER 15, 2023

The conglomerate still holds a substantial stake in HP, but it wouldn't be a surprise if Buffett continued cutting its position. The conglomerate's balance sheet showed another $30.8 The sale of 46.4 million shares likely generated about $1.3 billion based on HP's average stock price during November. Image source: The Motley Fool.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 246

The Motley Fool

SEPTEMBER 23, 2023

The entertainment conglomerate also owns Marvel, Pixar, Star Wars , ESPN, ABC, Hulu, and a slew of cable networks, including those it gained from Fox in its 2018 deal. Disney has stressed that the talks are preliminary and that it may not sell ABC or any of the related assets. Image source: Disney.

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Assets Conglomerates Bidding Debt 246

The Motley Fool

AUGUST 28, 2023

The industrial conglomerate has had to deal with a large number of legal issues recently, but reports suggested that 3M might be closer to putting another major problem behind it. The acquisition should help accelerate Creative Planning's growth and could add $29 billion in assets under management to its overall business.

High Net Worth Individuals 246

High Net Worth Individuals Legal Conglomerates Assets 246

The Motley Fool

JULY 18, 2024

The must-own passive income generator Healthcare conglomerate Johnson & Johnson (NYSE: JNJ) stands out as an exemplary Tier 1 dividend stock. Its resilience and consistent performance over the years have proved its worth as a foundational asset, offering both stability and growth potential. Image source: Getty Images.

Investors 246

Investors Conglomerates Shareholders Portfolios 246

The Motley Fool

MARCH 26, 2025

billion in assets under management (AUM), making it the second-biggest fund geared specifically toward dividend investing. That ended a streak of 64 years of dividend growth for the industrial conglomerate. The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) is one of the largest exchange-traded funds (ETFs) focused on dividend stocks.

Exchange-Traded Funds 242

Exchange-Traded Funds Conglomerates Legal Liabilities 242

The Motley Fool

AUGUST 3, 2024

Buffett's extended track record of success is one reason investors eagerly await the release of Berkshire's quarterly report showing the stocks the conglomerate bought and sold during the quarter. It was one of the best-performing assets during Graham's career. Since becoming CEO at Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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Conglomerates Assets Portfolios Returns 242

The Motley Fool

JANUARY 7, 2024

One of the company's most valuable assets is its manufacturing expertise, and the only thing holding it back was a lack of urgency. Intel is a case of a company that had great assets but was using them poorly. The company racked up mountains of debt buying media companies in an effort to transform itself into a media conglomerate.

Portfolios 264

Portfolios Conglomerates Consulting Consultants 264

The Motley Fool

AUGUST 27, 2023

Boston Omaha Much like Disney and Target, conglomerate holding company Boston Omaha (NYSE: BOC) has seen its stock fall on hard times. broadband, property and casualty insurance, and asset management. million 52% Asset management revenue $0 $145,493 - Data source: Boston Omaha Of particular interest is the asset management revenue.

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Due Diligence Asset Management Conglomerates Assets 245

The Motley Fool

SEPTEMBER 11, 2024

Both companies evolved from their initial business -- Baidu in search engine and JD.com in e-commerce -- to become the tech conglomerate they are today. Baidu, on the other hand, operates an asset-light business model with high margins. But beyond these similarities, both companies have vastly different business models.

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Conglomerates Prospects Assets Asset Management 243

The Motley Fool

APRIL 20, 2024

The conglomerate's portfolio owns dozens of stocks but also features two ETFs. Why this Vanguard ETF is so popular The Vanguard S&P 500 ETF ranks as the third-largest ETF on the market with over $430 billion in assets under management. The legendary investor added, "I suggest Vanguard's." Why is this Vanguard ETF so popular?

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Hedge Funds Exchange-Traded Funds Conglomerates Stock Exchanges 246

The Motley Fool

MAY 8, 2024

Many investors, including Berkshire CEO Warren Buffett, would love to find an attractive way to invest that capital, but the conglomerate has had no such luck. And maybe investors should be patient, as a large amount of cash is a more attractive asset than it was a few years ago.

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Taxes Conglomerates Stakes Capital 245

The Motley Fool

JUNE 23, 2024

The conglomerate hasn't sold shares of either ETF since then. For several years, Berkshire's wholly owned subsidiary, New England Asset Management (NEAM), has also owned positions too small to move the needle much in both ETFs. These holdings comprise less than 0.1% of Berkshire's total portfolio.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Conglomerates Stakes 246

The Motley Fool

JULY 27, 2024

Another significant difference is that Amazon is a highly diversified tech conglomerate with other businesses including cloud computing through Amazon Web Services (AWS), logistics, advertising, and more. We can't say the same for Amazon, since it competes with its merchants for customer wallet share. Amazon employs more than 1.5

Conglomerates 245

Conglomerates Prospects Assets Taxes 245

The Motley Fool

SEPTEMBER 8, 2024

However, the conglomerate did make a few stock buys in the second quarter. The new assets will help boost free-cash-flow generation and should help Occidental Petroleum consolidate its position in the United States. A lot of the proceeds of that Apple stock sale are now sitting in cash and U.S. Occidental Petroleum: Betting on U.S.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 246

The Motley Fool

OCTOBER 13, 2024

The conglomerate owns only two funds -- and they're nearly identical. Unsurprisingly, their holdings are nearly identical, with only minor differences in how much each stock makes up as a total percentage of assets. One of them even turned $10,000 into over $233,000. Image source: Getty Images.

Exchange-Traded Funds 245

Exchange-Traded Funds Conglomerates Funds Portfolios 245

The Motley Fool

SEPTEMBER 10, 2024

I'd argue that the brand is a key asset. This is even after the Oracle of Omaha's conglomerate trimmed its position. This gives me confidence to say that Bank of America is not going to be disrupted anytime soon. Bank of America possesses a wide economic moat. In this industry, trust means a lot. The business is the leader in U.S.

Banks 244

Banks Conglomerates Financial Services Shareholders 244

The Motley Fool

MAY 12, 2024

With a market cap of about $877 billion, there are only so many investments that can move the needle for the conglomerate. He praised Occidental's assets and CEO Vicki Hollub at the shareholder meeting and said it's an investment he plans to maintain indefinitely in his 2023 letter to shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

NOVEMBER 29, 2023

Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

MARCH 25, 2024

is a conglomerate that directly owns a large number of companies. Northern Natural owns vital infrastructure assets and charges customers tolls for using them. In addition to the massive pipeline system, it also operates natural gas storage assets and liquefied natural gas storage peaking units. Here's what you need to know.

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Conglomerates Taxes Investing Assets 246

The Motley Fool

DECEMBER 21, 2023

First purchased by Berkshire in 2016, Apple is now the conglomerate's largest publicly held stock, making up 50% of its $313 billion investment portfolio. Not only that, but Apple makes up a much smaller portion of Berkshire Hathaway's total assets. So, with that perspective, Apple stock is only 15% of Berkshire's total assets.

Portfolios 245

Portfolios Stakes Conglomerates Investing 245

The Motley Fool

AUGUST 8, 2024

As of June 30, the Warren Buffett-led conglomerate reported nearly $277 billion in cash and short-term investments on its balance sheet. In short, while Buffett would love a higher return, it's a productive asset for Berkshire that provides billions in risk-free growth capital. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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Companies Conglomerates Finance Financing 239