Banco Bilbao Vizcaya Argentaria
BBVA
About: Despite its Spanish origins, BBVA generates only around a quarter of its profits in Spain. We expect that on a normalised basis, BBVA's market-leading Mexican bank should contribute half of its earnings, while its Turkish operation should account for another 15%. The balance of BBVA's earnings comes from smaller operations in South America. BBVA is overwhelmingly a retail and commercial bank, with corporate and investment banking forming a minor part of the overall business. BBVA also offers insurance and investment products through its banking networks.
Employees: 125,864
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
150% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 84
61% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 38
21% more capital invested
Capital invested by funds: $2.5B [Q1] → $3.01B (+$513M) [Q2]
3% more funds holding
Funds holding: 416 [Q1] → 427 (+11) [Q2]
6% more call options, than puts
Call options by funds: $7.79M | Put options by funds: $7.32M
0.22% more ownership
Funds ownership: 3.19% [Q1] → 3.4% (+0.22%) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
Financial journalist opinion
Based on 14 articles about BBVA published over the past 30 days
