Portfolio

Founded in 1834, Ayala Corporation is one of the largest conglomerates in the Philippines with core interests in real estate, banking, telecommunications, and power. It has a growing presence in healthcare and logistics and investments in water, industrial technologies, and infrastructure. In addition, Ayala’s corporate social responsibility programs are managed under Ayala Foundation.

Ayala’s listed units account for about 20% of the Philippine Stock Exchange Index’s market cap. Members of the Zobel de Ayala family, individually and through a private holding company are the principal shareholders of Ayala Corporation with Mitsubishi Corporation as the second largest shareholder.

Ayala maintains a tradition of excellence and integrity that has continuously run through seven generations. It continues to contribute to Philippine economic and social growth through its diverse business interests, maintaining its tradition of excellence in every endeavor. Ayala continues to move further forward, drawing on its heritage and experience to fulfill its brand promise of “Reinventing businesses, transforming communities”.

CORE VALUE DRIVERS

44.4%

Leading and most diversified property developer inthe country with the largest landbank

Market cap ~US$10.4 B

% to equity earnings 28%

48.5%

Pioneering financial institution and one of the mostprofitable banks in the country

Market cap ~US$7.6 B

% to equity earnings 29%

30.8%

Purveyor of the Filipino digital lifestyle supported by arobust telecom infrastructure

Market cap ~US$5.2 B

% to equity earnings 14%

56%

Purveyor of the Filipino digital lifestyle supported by arobust telecom infrastructure

Market cap ~US$2.8 B

% to equity earnings 21%

All ownership levels are as of March 2021. All market cap figures are as of March 2021.
Contribution to equity earnings of all companies are averaged figures from 2016-2020.
Peso to Dollar rate used is 48.50. 

EMERGING BUSINESS

Healthcare

Logistics

PORTFOLIO INVESTMENTS