PQUS0.630%
as of Jul 21
BR
GrowthBroadridge Financial Solutions,
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions.
Close · 3M
-20.63%
Held by 2 AI ETFs
AIEQ0.080%
as of Jul 20
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals4
Win rate25% (1/4)
Avg buy return+0.02%
PQUS · Weight increase · 2d
The weight changes for Broadridge Financial Solutions in PQUS show distinct, stepped increases on July 15th, 17th, and 18th, following a period of stability, with a slight adjustment downward before resuming the upward trend. This cadence of non-daily adjustments aligns with Pictet Asset Management's stated strategy for PQUS, which emphasizes periodic rebalances and measured turnover within its US large-cap portfolio. The fund’s AI ranking system appears to be incrementally increasing its allocation to this Information Technology stock, particularly as its price of $149.91 sits at 56% of its 52-week high, following a 37.7% decline over the past year. Despite the recent price depreciation, Broadridge’s 8.19% revenue growth and 40.06% ROE likely signal to the AI system that the company presents a favorable valuation, prompting these measured weight adjustments while adhering to the ETF's sector-balance and concentration rules.
weight 0.560% → 0.630% (+0.070 pp)·stock up 4.2% in the 30 days before
Jul 18·entry $150.02·now $150.02Fresh
0.00%
since Jul 18
PQUS · Weight decrease · 2d
The weight change pattern for Broadridge Financial Solutions in PQUS shows a gradual, fractional decrease from 0.55% to 0.53% across the first days of July, following a period of stability. This measured adjustment aligns with Pictet Asset Management’s strategy for PQUS, which emphasizes measured turnover within its US large-cap portfolio and rebalances periodically, not daily. With BR’s share price experiencing a 40.7% decline over the past year and currently trading near its 52-week low of $135.44, the fund’s AI ranking system likely recalibrated its assessment of the stock. Even with a 40.06% return on equity, the AI’s quantitative signals appear to have prompted a reduced allocation, balancing the fund's exposure within its set sector-balance and concentration rules.
weight 0.550% → 0.530% (-0.020 pp)·stock down 7.0% in the 30 days before
Jul 2·entry $143.95·now $150.02
+4.22%
since Jul 2
PQUS · Weight increase · 2d
Broadridge Financial Solutions, currently priced at $136.26, has seen its shares decline significantly over the past year, sitting at approximately 51% of its 52-week high after one-year returns of -43.2% and recent 30-day returns of -5.3%. This pronounced downward price trajectory, placing the stock near its 52-week low of $136.22, appears to have triggered a re-evaluation within Pictet Asset Management's AI ranking system for the PQUS ETF, which identifies opportunities in US large-cap stocks. The system likely recognized a compelling entry point for BR, given its fundamentals like a 40.06% return on equity and 8.19% revenue growth, at a depressed valuation. Consequently, after maintaining a 0.42% weight for several days, the ETF recorded a consecutive increase to 0.43% and then 0.55% on June 25th and 26th, signaling a growing conviction in the stock as its price dipped.
weight 0.420% → 0.550% (+0.130 pp)·stock down 6.2% in the 30 days before
Jun 26·entry $137.93·now $150.02Drifting
+8.77%
since Jun 26
PQUS · Weight increase · 2d
Broadridge Financial Solutions presents a return on equity of 40.06% and revenue growth of 8.19%, signaling a financially sound company eligible for the US large-cap universe targeted by PQUS. Its price-to-earnings ratio of 16.16 and price-to-book ratio of 10.72 are part of its valuation, which Pictet Asset Management's AI ranking system, balanced with sector and concentration rules, considers for portfolio inclusion. The fund’s consecutive weight increase in BR from 0.61% to 0.63% between May 29 and May 31, 2026, coincided with the stock trading at $153.72, which is 58% of its 52-week high and near its $143.37 low. This timing suggests the AI system identified a favorable entry point for Broadridge, following a 36.3% decline over the past year, leveraging its underlying financial metrics at a significantly reduced price level.
weight 0.610% → 0.630% (+0.020 pp)·stock down 4.4% in the 30 days before
May 31·entry $159.96·now $150.02Fresh
-6.21%
since May 31
PQUS · Weight decrease · 2d
The AI ETF is likely reducing its weight in Broadridge due to its high Price-to-Book ratio relative to its moderate revenue growth, suggesting the stock may be overvalued or that its premium valuation isn't sufficiently supported by its growth trajectory. Retail investors should carefully scrutinize BR's valuation multiples, especially the PBR, against its future growth potential and consider if its strong ROE alone justifies its current market price.
weight 0.540% → 0.520% (-0.020 pp)·stock down 3.4% in the 30 days before
May 8·entry $149.50·now $150.02
+0.35%
since May 8
AIEQ · New entry · 1d
The AI ETF likely initiated a position in Broadridge due to its exceptional profitability, evidenced by a high ROE of 40.46%, combined with solid revenue growth of 7.44%. Its reasonable PER of 16.98 for a technology company suggests the AI found an attractive balance of value and strong financial performance. This indicates the AI prioritizes companies demonstrating efficient capital utilization and consistent growth within their valuation range. For retail investors, this new entry underscores the value of looking beyond just growth to key profitability metrics like Return on Equity, even for established tech companies. It suggests that a balanced view considering both efficiency and reasonable valuation, rather than solely high-growth potential, can uncover strong investment candidates. This approach can help identify stable, profitable firms for long-term portfolio additions.
weight 0 → 0.390% (new)·stock down 3.0% in the 30 days before
May 3·entry $153.85·now $150.02Fresh
-2.49%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 31
AI ETFs PQUS and AIEQ hold Broadridge, with PQUS showing a recent weight increase trend, suggesting these quantitative strategies view Broadridge as a favorable holding. However, the value investing framework cannot fully endorse this view due to insufficient data on management quality, comprehensive financial health, and a clear margin of safety, leading to a 'Fail' verdict.
- Circle of CompetenceBroadridge's essential role in financial services infrastructure, with recurring revenue streams from critical and regulated functions, indicates predictable unit economics.
- Economic MoatThe company benefits from high switching costs, scale advantages in proxy processing, and regulatory requirements, which together create a durable economic moat.
- ManagementInformation on management's candor, capital allocation track record, or direct skin in the game is not provided, preventing a full assessment.
- Financial HealthWhile the most recent ROE is strong at 40.06%, the framework requires a 10-year average ROE, stable operating margins, manageable debt details, and owner earnings, none of which can be fully assessed from the limited data provided.
- Margin of SafetyWithout a detailed intrinsic value calculation based on projected cash flows, it is not possible to determine if there is a defensible margin of safety at the current price.
Broadridge demonstrates a clear circle of competence and a strong economic moat due to its embedded position in critical financial infrastructure and high switching costs. However, a complete assessment under the value investing framework is hampered by a lack of information on management's capital allocation and integrity, comprehensive multi-year financial health, and a defensible margin of safety. Consequently, despite a robust business model, the company fails to meet all the stringent criteria for a value investment due to data insufficiency.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.