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Bank of America Corporation

BACleader

Bank of America is one of the world's largest financial institutions, serving consumers, small businesses, and large corporations with a comprehensive range of banking, investing, and wealth management services.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($102.7B)

Статические данные (загрузка финансов…)

Consumer Banking (38%)
Global Banking (23%)
Global Markets (24%)
Global Wealth & Investment Management (15%)

Структура сегментов и ключевые клиенты

Подробности продукта

Consumer Banking35%

Retail deposits, consumer lending, and Merrill wealth management

Global Banking25%

Corporate lending, treasury management, and investment banking

Global Markets25%

Sales and trading in fixed income, equities, and derivatives

Global Wealth & Investment Management15%

Merrill Lynch and Private Bank advisory and asset management

Связи цепочки поставок

Конкуренты

JPMorgan Chase & Co.

Consumer and investment banking

Влияние: Primary competitor

Wells Fargo & Company

Consumer banking and lending

Влияние: Major retail banking rival

Партнёры

Microsoft Corporation

Azure cloud transformation

Влияние: Medium — technology partner

Макро- и рыночный контекст

금융Новости сектора

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Предстоящие катализаторы

◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정

Институциональные сигналы

ИнститутДействиеСтоимостьКварталДата подачи
Berkshire Hathawayreducing$216M2025.122026-02-17↓
Berkshire Hathawayaccumulating$655M2025.122026-02-17↑
Berkshire Hathawayreducing$8M2025.122026-02-17↓
Berkshire Hathawayaccumulating$1.8B2025.122026-02-17↑
Berkshire Hathawayreducing$116M2025.122026-02-17↓
Berkshire Hathawayaccumulating$1.2B2025.122026-02-17↑
Berkshire Hathawayaccumulating$17.1B2025.122026-02-17↑
Berkshire Hathawayaccumulating$6.9B2025.122026-02-17↑
Berkshire Hathawayaccumulating$539M2025.122026-02-17↑
BlackRockaccumulating$589M2024.062024-08-13↑
BlackRockaccumulating$244M2024.062024-08-13↑
BlackRockaccumulating$251M2024.062024-08-13↑
BlackRockreducing$17M2024.062024-08-13↓
BlackRockaccumulating$40M2024.062024-08-13↑
BlackRockaccumulating$923M2024.062024-08-13↑
BlackRockaccumulating$375M2024.062024-08-13↑
BlackRockaccumulating$6.5B2024.062024-08-13↑
BlackRockaccumulating$5.8B2024.062024-08-13↑
BlackRockaccumulating$469M2024.062024-08-13↑
BlackRockaccumulating$463M2024.062024-08-13↑
BlackRockaccumulating$278M2024.062024-08-13↑
BlackRockaccumulating$469M2024.062024-08-13↑
BlackRockreducing$5M2024.062024-08-13↓
BlackRockaccumulating$1.6B2024.062024-08-13↑
BlackRockaccumulating$68M2024.062024-08-13↑
BlackRockaccumulating$169M2024.062024-08-13↑
BlackRockaccumulating$61M2024.062024-08-13↑
BlackRockreducing$14M2024.062024-08-13↓
BlackRockreducing$392K2024.062024-08-13↓
BlackRockaccumulating$402M2024.062024-08-13↑
BlackRockreducing$231K2024.062024-08-13↓
BlackRockreducing$155K2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockaccumulating$39M2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$171K2024.062024-08-13↓
BlackRockreducing$19M2024.062024-08-13↓
Vanguard Groupaccumulating$689M2025.122026-01-29↑
Vanguard Groupaccumulating$815M2025.122026-01-29↑
Vanguard Groupaccumulating$32.2B2025.122026-01-29↑
Vanguard Groupaccumulating$990K2025.122026-01-29↑
Vanguard Groupaccumulating$1.9B2025.122026-01-29↑
Vanguard Groupaccumulating$185M2025.122026-01-29↑
State Streetaccumulating$16.4B2025.122026-02-13↑
Wellington Managementaccumulating$2.9B2025.122026-02-17↑
Wellington Managementaccumulating$46M2025.122026-02-17↑
Wellington Managementaccumulating$5M2025.122026-02-17↑
Wellington Managementaccumulating$27M2025.122026-02-17↑
Wellington Managementaccumulating$42M2025.122026-02-17↑
Wellington Managementreducing$763K2025.122026-02-17↓
Viking Global Investorsreducing$247M2025.122026-02-17↓
FMR (Fidelity)accumulating$6.4B2025.122026-02-17↑
FMR (Fidelity)accumulating$310M2025.122026-02-17↑
FMR (Fidelity)accumulating$3.0B2025.122026-02-17↑
FMR (Fidelity)accumulating$282M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.8B2025.122026-02-17↑
FMR (Fidelity)accumulating$17M2025.122026-02-17↑

Последние новости

Загрузка новостей...

AI-анализ

Нажмите "Получить AI-анализ" для анализа цепочки поставок Bank of America Corporation.

Связанные макро-темы

Все темы

The Revolving Door

Former regulators become industry lobbyists. Former executives become policy makers. This structural relationship creates regulatory environments that systematically favor incumbents.

Regulatory captureSEC revolving doorToo big to fail

Информация о компании

Штаб-квартира

Charlotte, North Carolina, USA

Основана

1904

Сотрудники

213,000+

Веб-сайт

bankofamerica.com

Обзор сектора — 금융

Новости сектора

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Ключевые темы

  • •금리 인하 → 모기지·기업대출 수요 회복 기대
  • •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

Предстоящие катализаторы

  • ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • ◆Fed FOMC 회의 (2026.05, 06)