AZN close: $138 on 2023-08-21 to $165 on 2026-08-19.
Split-adj closes · 240 of 6,695 · price returnⓘ
At a glance
Days to cover1.0d
Top-10 13F concentration39.4%
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
Sales (TTM)$58.74B
Earnings (TTM)$10.22B
ROE22.9%
Net margin17.4%
ROIC16.8%
Debt / equity0.57×
EPS growth 3Y45.8%
Sales growth 3Y9.8%
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD−8.4%
1Y+5.9%
3Y+27.6%
5Y+55.2%
10Y+226.2%
Since incept. (ann.)+9.5%
Total return · from 2000-01-03ⓘ
Risk
Ann. volatility (1Y)28.1%
Ann. volatility (3Y)24.4%
Sharpe (1Y)0.36
Sharpe (3Y)0.47
Max drawdown (1Y)−25.3%
Max drawdown (3Y)−27.9%
Beta (3Y vs SPY)−0.07
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
INVESTOR AB
51.6M
$10.2B
—
new
VANGUARD CAPITAL MANAGEMENT LLC
45.0M
$8.8B
—
new
Capital International Investors
34.4M
$6.7B
—
+136.8%
FMR LLC
29.6M
$5.8B
—
+35.5%
Capital World Investors
28.3M
$5.5B
—
+2992.1%
Legal & General Group Plc
25.8M
$5.0B
—
+8626.8%
WELLINGTON MANAGEMENT GROUP LLP
23.8M
$4.6B
—
+4.0%
PRICE T ROWE ASSOCIATES INC /MD/
19.5M
$3.8B
—
−59.9%
Δ vs 2025-Q4 · % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for AZN.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
