BRK-B:NYE-Berkshire Hathaway Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 499.82

Change

+1.40 (+0.28)%

Market Cap

USD 1,019.31B

Volume

6.75M

Analyst Target

USD 226.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. The company provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. It also generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal sources; operates natural gas distribution and storage facilities, interstate pipelines, liquefied natural gas facilities, and compressor and meter stations; and holds interest in coal mining assets. In addition, the company manufactures boxed chocolates and other confectionery products; specialty chemicals, metal cutting tools, and components for aerospace and power generation applications; flooring products; insulation, roofing, and engineered products; building and engineered components; paints and coatings; and bricks and masonry products, as well as offers manufactured and site-built home construction, and related lending and financial services. Further, it provides recreational vehicles, apparel and footwear products, jewelry, and custom picture framing products, as well as alkaline batteries; castings, forgings, fasteners/fastener systems, aerostructures, and precision components; and cobalt, nickel, and titanium alloys. Additionally, the company distributes televisions and information; franchises and services quick service restaurants; distributes electronic components; and offers logistics services, grocery and foodservice distribution services, and professional aviation training and shared aircraft ownership programs. It also retails automobiles; furniture, bedding, and accessories; household appliances, electronics, and computers; jewelry, watches, crystal, china, stemware, flatware, gifts, and collectibles; kitchenware; and motorcycle clothing and equipment. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-25 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-A Berkshire Hathaway Inc

+2,555.01 (+0.34%)

USD 1,028.55B
AIG American International Group I..

+0.45 (+0.57%)

USD 46.31B
AEG Aegon NV ADR

+0.07 (+1.14%)

USD 10.72B
BNT Brookfield Wealth Solutions Lt..

-0.25 (-0.43%)

USD 10.47B
ATH-PA Athene Holding Ltd

+0.27 (+1.09%)

USD 7.71B
WDH Waterdrop Inc ADR

-0.10 (-7.63%)

USD 0.42B
EQH-PA Equitable Holdings Inc

+0.21 (+0.98%)

N/A
ATH-PE Athene Holding Ltd.

+0.19 (+0.72%)

N/A
ATH-PD Athene Holding Ltd.

+0.32 (+1.79%)

N/A
ATH-PB Athene Holding Ltd

+0.33 (+1.61%)

N/A

ETFs Containing BRK-B

2BRE:LSE Leverage Shares 2x Long B.. 200.06 % 0.00 %

-0.17 (0.00%)

USD 4.85M
BRK1:LSE 99.99 % 0.00 %

N/A

N/A
VPCG:LSE Leverage Shares Vanilla B.. 25.81 % 0.00 %

-13.63 (0.00%)

USD 0.02B
VPCU:LSE Leverage Shares Vanilla B.. 25.81 % 0.00 %

-0.11 (0.00%)

USD 0.02B
GXLF:LSE SPDR® S&P® U.S. Financi.. 12.92 % 0.00 %

-0.61 (0.00%)

N/A
XUSF:CA iShares S&P U.S. Financia.. 12.91 % 0.00 %

-0.64 (0.00%)

N/A
SXLF:SW SPDR S&P U.S. Financials .. 11.88 % 0.00 %

-0.53 (0.00%)

N/A
IUFS:SW iShares S&P 500 Financial.. 11.86 % 0.00 %

-0.15 (0.00%)

USD 2.62B
GABF Gabelli Financial Service.. 8.85 % 0.00 %

-0.32 (0.00%)

USD 0.05B
XUFN:SW Xtrackers MSCI USA Financ.. 8.71 % 0.00 %

N/A

USD 1.72B
VFH Vanguard Financials Index.. 7.67 % 0.10 %

-0.35 (0.00%)

USD 12.60B
FYLG Global X Funds - Global X.. 6.11 % 0.00 %

N/A

N/A
AVIE American Century ETF Trus.. 5.96 % 0.00 %

+0.20 (+0.00%)

N/A
FNCW:LSE SPDR® MSCI World Financi.. 5.43 % 0.00 %

-0.52 (0.00%)

N/A
XWFS:LSE Xtrackers MSCI World Fina.. 5.43 % 0.00 %

-0.26 (0.00%)

N/A
WFIN:SW SPDR MSCI World Financial.. 5.34 % 0.00 %

-0.27 (0.00%)

N/A
CUDV:CA CI U.S. Minimum Downside .. 5.10 % 0.00 %

N/A

CAD 8.39M
CGDV:CA CI Global Minimum Downsid.. 5.10 % 0.00 %

+0.25 (+0.00%)

N/A
GARP:AU Global X S&P World Ex Aus.. 5.09 % 0.00 %

-0.02 (0.00%)

N/A
BKDV BNY Mellon ETF Trust II 4.76 % 0.00 %

+0.01 (+0.00%)

USD 0.02B
XFVT:SW Xtrackers FTSE Vietnam Sw.. 4.59 % 0.00 %

N/A

USD 0.24B
CFLO:AU BETASHARES GLOBAL CASH FL.. 4.20 % 0.00 %

-0.06 (0.00%)

N/A
CMOM-B:CA CI U.S. Enhanced Momentum.. 4.13 % 0.00 %

N/A

N/A
GFGF Guru Favorite Stocks ETF 3.97 % 0.00 %

-0.13 (0.00%)

USD 0.04B
BAFE Brown Advisory Flexible E.. 3.70 % 0.00 %

-0.09 (0.00%)

USD 1.09B
NXTI Simplify Next Intangible .. 3.62 % 0.00 %

-0.07 (0.00%)

USD 1.48M
TGAF:CA Tralucent Global Alt(long.. 3.61 % 0.00 %

-0.08 (0.00%)

CAD 0.02B
IS20:XETRA iShares S&P 500 Top 20 UC.. 3.50 % 0.00 %

-0.13 (0.00%)

USD 0.04B
FELV Fidelity Covington Trust 3.44 % 0.00 %

+0.03 (+0.00%)

USD 2.26B
GVUS Goldman Sachs ETF Trust 3.39 % 0.00 %

+0.06 (+0.00%)

USD 0.41B
VONV Vanguard Russell 1000 Val.. 3.34 % 0.12 %

+0.10 (+0.00%)

USD 11.12B
DFUV Dimensional US Marketwide.. 3.19 % 0.00 %

-0.06 (0.00%)

USD 11.61B
SGLC Rbb Fund Inc. - Sgi U.S L.. 3.07 % 0.00 %

-0.09 (0.00%)

USD 0.09B
XS5G:LSE Xtrackers S&P 500 Swap UC.. 3.07 % 0.00 %

N/A

USD 1.26M
ESG FlexShares STOXX US ESG S.. 2.99 % 0.42 %

-0.36 (0.00%)

USD 0.14B
JPEF JPMorgan Equity Focus ETF 2.98 % 0.00 %

-0.23 (0.00%)

USD 1.24B
SPMV Invesco S&P 500 Minimum V.. 2.95 % 0.00 %

+0.11 (+0.00%)

USD 5.30M
SPLV:SW iShares Edge S&P 500 Mini.. 2.93 % 0.00 %

-0.60 (0.00%)

USD 1.20B
SPME:SW iShares Edge S&P 500 Mini.. 2.89 % 0.00 %

N/A

N/A
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 2.47 % 0.00 %

-0.34 (0.00%)

USD 0.56B
VLU SPDR® S&P 1500 Value Til.. 2.42 % 0.13 %

-0.13 (0.00%)

USD 0.43B
XDEM:SW 2.38 % 0.00 %

N/A

N/A
QLC FlexShares US Quality Lar.. 2.33 % 0.32 %

-0.31 (0.00%)

USD 0.37B
FELC Fidelity Covington Trust 2.18 % 0.00 %

-0.13 (0.00%)

USD 4.52B
CVLU:CA CI U.S. Enhanced Value In.. 2.04 % 0.00 %

N/A

CAD 8.56M
IWMO:SW iShares Edge MSCI World M.. 2.02 % 0.00 %

-1.01 (0.00%)

USD 2.80B
DFLV Dimensional ETF Trust - D.. 2.01 % 0.00 %

-0.01 (0.00%)

N/A
UDEF:CA Manulife Smart U.S. Defen.. 1.99 % 0.00 %

N/A

CAD 1.28M
OALC Unified Series Trust 1.98 % 0.00 %

-0.18 (0.00%)

USD 0.14B
JAVA JPMorgan Active Value ETF 1.94 % 0.00 %

+0.07 (+0.00%)

USD 2.82B
APUE Trust For Professional Ma.. 1.84 % 0.00 %

-0.12 (0.00%)

USD 1.78B
VOOV Vanguard S&P 500 Value In.. 1.77 % 0.15 %

+0.21 (+0.00%)

USD 5.39B
NSPI 1.75 % 0.00 %

N/A

N/A
USSX:CA Global X S&P 500 Index ET.. 1.73 % 0.00 %

-0.12 (0.00%)

CAD 0.43B
USSX-U:CA Global X S&P 500 Index ET.. 1.73 % 0.00 %

-0.19 (0.00%)

N/A
ADME Aptus Drawdown Managed Eq.. 1.73 % 0.00 %

-0.18 (0.00%)

N/A
SPYX SPDR® S&P 500 Fossil Fue.. 1.73 % 0.20 %

-0.20 (0.00%)

USD 2.18B
CSSPX:SW iShares Core S&P 500 UCIT.. 1.72 % 0.00 %

-10.90 (0.00%)

N/A
PFT:SW Invesco FTSE RAFI US 1000.. 1.71 % 0.00 %

N/A

USD 0.48B
HSPS:LSE HSBC S&P 500 UCITS ETF US.. 1.71 % 0.00 %

-0.78 (0.00%)

N/A
IUSA:SW iShares S&P 500 UCITS Dis.. 1.70 % 0.00 %

-1.01 (0.00%)

USD 16.65B
BBUD:SW 1.70 % 0.00 %

N/A

N/A
XTR Global X S&P 500® Tail R.. 1.68 % 0.00 %

-0.14 (0.00%)

USD 1.68M
HSPX:SW HSBC S&P 500 UCITS ETF US.. 1.68 % 0.00 %

N/A

USD 7.76B
IUSE:SW iShares S&P 500 EUR Hedge.. 1.68 % 0.00 %

-2.34 (0.00%)

N/A
SPXE:SW SPDR S&P 500 UCITS ETF EU.. 1.68 % 0.00 %

N/A

USD 1.35B
SPY5:SW SPDR® S&P 500 UCITS ETF .. 1.68 % 0.00 %

-10.00 (0.00%)

USD 14.19B
IUSC:SW iShares S&P 500 CHF Hedge.. 1.67 % 0.00 %

-1.45 (0.00%)

USD 0.69B
ZSP:CA BMO S&P 500 1.67 % 0.09 %

-0.16 (0.00%)

CAD 19.82B
XMAG Defiance Large Cap ex-Mag.. 1.67 % 0.00 %

-0.03 (0.00%)

USD 0.02B
XDPC:SW Xtrackers S&P 500 UCITS E.. 1.67 % 0.00 %

-0.91 (0.00%)

USD 0.03B
SPYL:XETRA SPDR S&P 500 UCITS ETF US.. 1.67 % 0.00 %

-0.26 (0.00%)

USD 23.61B
SPYL:LSE SPDR S&P 500 UCITS ETF US.. 1.67 % 0.00 %

-0.22 (0.00%)

USD 8.17B
SPXL:LSE SPDR S&P 500 UCITS ETF US.. 1.67 % 0.00 %

-0.20 (0.00%)

USD 8.00B
HSPA:PA 1.66 % 0.00 %

N/A

N/A
SP500H:SW UBS (Irl) ETF plc - S&P 5.. 1.66 % 0.00 %

-0.32 (0.00%)

USD 0.05B
SP5USY:SW UBS (Irl) ETF plc - S&P 5.. 1.66 % 0.00 %

-2.40 (0.00%)

USD 0.94B
JRUD:LSE JPMorgan ETFs (Ireland) I.. 1.65 % 0.00 %

-0.84 (0.00%)

USD 0.97B
JREU:SW JPMorgan ETFs (Ireland) I.. 1.65 % 0.00 %

-0.73 (0.00%)

USD 47.08B
JUHC:SW JPMorgan ETFs (Ireland) I.. 1.65 % 0.00 %

-0.75 (0.00%)

USD 0.04B
BBDD:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

-71.25 (0.00%)

N/A
BBSU:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

-80.50 (0.00%)

N/A
BBUS:SW JPM BetaBuilders US Equit.. 1.64 % 0.00 %

N/A

N/A
ISPY ProShares S&P 500 High In.. 1.63 % 0.00 %

-0.22 (0.00%)

USD 0.62B
IUSA:F 1.62 % 0.00 %

N/A

N/A
SPYL:SW SPDR S&P 500 UCITS ETF US.. 1.62 % 0.00 %

-0.20 (0.00%)

USD 8.06B
XDPU:XETRA Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

-0.20 (0.00%)

N/A
XDPP:LSE Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

-0.15 (0.00%)

N/A
XDPU:LSE Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

-0.18 (0.00%)

N/A
VNRA:SW 1.61 % 0.00 %

N/A

N/A
VUSA:SW Vanguard S&P 500 UCITS ET.. 1.61 % 0.00 %

-2.02 (0.00%)

N/A
USPX Franklin Templeton ETF Tr.. 1.60 % 0.00 %

-0.28 (0.00%)

USD 1.26B
H4ZN:XETRA HSBC S&P 500 UCITS ETF US.. 1.60 % 0.00 %

-1.06 (0.00%)

N/A
BBUS JPMorgan BetaBuilders U.S.. 1.60 % 0.00 %

-0.61 (0.00%)

USD 4.48B
SP500S:SW UBS (Irl) ETF plc - S&P 5.. 1.60 % 0.00 %

-0.09 (0.00%)

N/A
SP500E:SW UBS (Irl) ETF plc - S&P 5.. 1.60 % 0.00 %

-0.78 (0.00%)

N/A
BBUD:LSE JPMorgan ETFs (Ireland) I.. 1.59 % 0.00 %

-0.86 (0.00%)

USD 4.14M
VNRA:LSE Vanguard FTSE North Ameri.. 1.58 % 0.00 %

-2.50 (0.00%)

USD 1.59B
VNRT:SW Vanguard FTSE North Ameri.. 1.58 % 0.00 %

-1.50 (0.00%)

USD 2.26B
RVRB Advisors Series Trust - R.. 1.55 % 0.00 %

-0.16 (0.00%)

N/A
ZSPY 1.54 % 0.00 %

N/A

N/A
2521:TSE Listed Index Fund US Equi.. 1.54 % 0.00 %

-35.50 (0.00%)

USD 34.00B
VONE Vanguard Russell 1000 Ind.. 1.54 % 0.12 %

-1.45 (0.00%)

USD 5.67B
VNRG:LSE Vanguard FTSE North Ameri.. 1.53 % 0.00 %

-2.01 (0.00%)

N/A
VNRA:F 1.53 % 0.00 %

N/A

N/A
JUHE:XETRA JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

-0.69 (0.00%)

N/A
XMU:CA iShares MSCI Min Vol USA .. 1.52 % 0.33 %

+0.35 (+0.00%)

CAD 0.34B
SPLW:LSE Invesco S&P 500 Low Volat.. 1.48 % 0.00 %

+0.45 (+0.00%)

N/A
VTS:AU Vanguard US Total Market .. 1.48 % 0.00 %

-1.67 (0.00%)

USD 5.54B
DUBS Aptus Large Cap Enhanced .. 1.47 % 0.00 %

-0.16 (0.00%)

USD 0.22B
VTHR Vanguard Russell 3000 Ind.. 1.47 % 0.15 %

-1.11 (0.00%)

USD 3.37B
SPY:AU SPDR® S&P 500® ETF Trus.. 1.45 % 0.00 %

-3.03 (0.00%)

USD 0.33B
JGPI:XETRA JPM Global Equity Premium.. 1.36 % 0.00 %

+0.06 (+0.00%)

N/A
JEAG:LSE JPM Global Equity Premium.. 1.36 % 0.00 %

+6.25 (+0.00%)

USD 0.51B
JEGA:LSE JPM Global Equity Premium.. 1.36 % 0.00 %

-0.04 (0.00%)

USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.36 % 0.00 %

-0.06 (0.00%)

N/A
TILT FlexShares Morningstar US.. 1.35 % 0.25 %

-0.90 (0.00%)

USD 1.78B
DGVA:AU Dimensional Global Value .. 1.34 % 0.00 %

N/A

N/A
SPLG:LSE Invesco S&P 500 Low Volat.. 1.33 % 0.00 %

+17.00 (+0.00%)

USD 0.03B
EVUS iShares ESG Aware MSCI US.. 1.33 % 0.00 %

+0.10 (+0.00%)

USD 0.02B
LOWV:SW SPDR S&P 500 Low Volatili.. 1.33 % 0.00 %

N/A

N/A
SPLV Invesco S&P 500® Low Vol.. 1.32 % 0.25 %

+0.71 (+0.00%)

USD 7.46B
LOWV:PA SPDR® S&P 500 Low Volati.. 1.31 % 0.00 %

+0.11 (+0.00%)

N/A
ESPX:CA Evolve S&P 500® Enhanced.. 1.29 % 0.00 %

-0.19 (0.00%)

CAD 0.09B
FGLR:LSE Fidelity Sustainable Rese.. 1.26 % 0.00 %

-0.14 (0.00%)

USD 0.05B
SSO ProShares Ultra S&P500 1.25 % 0.90 %

-0.96 (0.00%)

USD 5.76B
JEPG:SW 1.20 % 0.00 %

N/A

N/A
WMVG:LSE iShares Edge MSCI World M.. 1.19 % 0.00 %

+0.04 (+0.00%)

USD 0.07B
UEEH:XETRA iShares Edge MSCI World M.. 1.18 % 0.00 %

+0.02 (+0.00%)

USD 0.03B
XDEB:SW Xtrackers MSCI World Mini.. 1.18 % 0.00 %

N/A

N/A
MVOL:SW iShares Edge MSCI World M.. 1.18 % 0.00 %

+0.17 (+0.00%)

USD 3.27B
MVSH:SW iShares Edge MSCI World M.. 1.18 % 0.00 %

+0.08 (+0.00%)

USD 0.04B
FGLR:SW Fidelity Sustainable Rese.. 1.18 % 0.00 %

-0.18 (0.00%)

N/A
JHML John Hancock Multifactor .. 1.04 % 0.34 %

-0.24 (0.00%)

USD 0.99B
GDEF 1.04 % 0.00 %

N/A

N/A
WVOL:AU iShares Edge MSCI World M.. 1.01 % 0.00 %

+0.26 (+0.00%)

USD 0.30B
PHDG Invesco S&P 500® Downsid.. 0.92 % 0.38 %

+0.02 (+0.00%)

USD 0.12B
UPRO ProShares UltraPro S&P500 0.90 % 0.92 %

-1.45 (0.00%)

USD 4.34B
PSRW:SW Invesco FTSE RAFI All Wor.. 0.84 % 0.00 %

N/A

USD 0.08B
ULOVD:SW 0.84 % 0.00 %

N/A

N/A
ULOVE:SW UBS (Irl) ETF plc - Facto.. 0.83 % 0.00 %

N/A

USD 4.52M
SPY SPDR S&P 500 ETF Trust 0.00 % 0.09 %

-2.97 (0.00%)

N/A
CPI 0.00 % 0.37 %

N/A

N/A
EPS WisdomTree U.S. Earnings .. 0.00 % 0.28 %

-0.21 (0.00%)

USD 1.10B
FDLO Fidelity® Low Volatility.. 0.00 % 0.30 %

+0.17 (+0.00%)

USD 1.40B
FDMO Fidelity® Momentum Facto.. 0.00 % 0.30 %

-0.81 (0.00%)

USD 0.51B
FLQG 0.00 % 0.34 %

N/A

N/A
FNDB Schwab Fundamental U.S. B.. 0.00 % 0.25 %

+0.01 (+0.00%)

USD 0.92B
FNDX Schwab Fundamental U.S. L.. 0.00 % 0.25 %

-0.01 (0.00%)

USD 18.18B
FSF:CA CI Global Financial Secto.. 0.00 % 1.11 %

+0.56 (+0.00%)

CAD 0.46B
FTHI First Trust BuyWrite Inco.. 0.00 % 0.85 %

-0.06 (0.00%)

USD 1.23B
FVAL Fidelity® Value Factor E.. 0.00 % 0.30 %

-0.21 (0.00%)

USD 1.04B
FXO First Trust Financials Al.. 0.00 % 0.63 %

-0.05 (0.00%)

USD 2.26B
GSLC Goldman Sachs ActiveBeta.. 0.00 % 0.09 %

-0.39 (0.00%)

USD 13.57B
HSPX 0.00 % 0.65 %

N/A

N/A
ITOT iShares Core S&P Total U... 0.00 % 0.03 %

-0.71 (0.00%)

N/A
IUSV iShares Core S&P U.S. Val.. 0.00 % 0.04 %

+0.10 (+0.00%)

USD 20.19B
IVV iShares Core S&P 500 ETF 0.00 % 0.04 %

-2.92 (0.00%)

N/A
IWB iShares Russell 1000 ETF 0.00 % 0.15 %

-1.59 (0.00%)

N/A
IWL iShares Russell Top 200 E.. 0.00 % 0.15 %

-0.74 (0.00%)

USD 1.71B
IWV iShares Russell 3000 ETF 0.00 % 0.00 %

-1.71 (0.00%)

USD 15.93B
IYY iShares Dow Jones U.S. ET.. 0.00 % 0.20 %

-0.85 (0.00%)

N/A
JKD 0.00 % 0.20 %

N/A

N/A
MGC Vanguard Mega Cap Index F.. 0.00 % 0.07 %

-1.40 (0.00%)

N/A
MGV Vanguard Mega Cap Value I.. 0.00 % 0.07 %

+0.33 (+0.00%)

N/A
OEF iShares S&P 100 ETF 0.00 % 0.20 %

-2.05 (0.00%)

N/A
PBP Invesco S&P 500 BuyWrite .. 0.00 % 0.53 %

-0.06 (0.00%)

N/A
PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

-0.01 (0.00%)

N/A
JMOM JPMorgan U.S. Momentum Fa.. 0.00 % 0.12 %

-0.20 (0.00%)

USD 1.40B
MFUS PIMCO RAFI Dynamic Multi-.. 0.00 % 0.29 %

+0.13 (+0.00%)

USD 0.18B
SPLG SPDR® Portfolio S&P 500 .. 0.00 % 0.04 %

-0.35 (0.00%)

USD 58.63B
ULVM VictoryShares US Value Mo.. 0.00 % 0.20 %

+0.14 (+0.00%)

USD 0.16B
JQUA JPMorgan U.S. Quality Fac.. 0.00 % 0.12 %

-0.03 (0.00%)

USD 5.86B
DFNL Davis Select Financial ET.. 0.00 % 0.64 %

-0.02 (0.00%)

USD 0.26B
DUSA Davis Select US Equity 0.00 % 0.63 %

-0.21 (0.00%)

USD 0.68B
DWLD Davis Select Worldwide ET.. 0.00 % 0.64 %

-0.27 (0.00%)

USD 0.37B
USMC Principal U.S. Mega-Cap E.. 0.00 % 0.12 %

-0.16 (0.00%)

USD 2.67B
QARP DBX ETF Trust - Xtrackers.. 0.00 % 0.19 %

+0.14 (+0.00%)

USD 0.06B
NTSX WisdomTree 90/60 US Balan.. 0.00 % 0.00 %

-0.17 (0.00%)

USD 1.20B
IUS Invesco RAFI Strategic US.. 0.00 % 0.00 %

+0.04 (+0.00%)

USD 0.62B
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

-0.14 (0.00%)

CAD 0.06B
SFYF SoFi Social 50 ETF 0.00 % 0.00 %

-0.91 (0.00%)

USD 0.03B
ZSP-U:CA BMO S&P 500 Index ETF 0.00 % 0.00 %

-0.32 (0.00%)

N/A
MULC-B:CA Manulife Multifactor U.S... 0.00 % 0.00 %

-0.03 (0.00%)

CAD 0.08B
PLC 0.00 % 0.00 %

N/A

N/A
ISHXF 0.00 % 0.00 %

N/A

N/A
VRNIX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

-2.67 (0.00%)

USD 7.05B
VRTTX Vanguard Russell 3000 Ind.. 0.00 % 0.00 %

-2.57 (0.00%)

USD 3.51B
RWL Invesco S&P 500 Revenue E.. 0.00 % 0.39 %

+0.41 (+0.00%)

N/A
SCHB Schwab U.S. Broad Market .. 0.00 % 0.03 %

-0.12 (0.00%)

N/A
SCHX Schwab U.S. Large-Cap ETF 0.00 % 0.03 %

-0.12 (0.00%)

USD 53.32B
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-0.19 (0.00%)

N/A
SPUU Direxion Daily S&P 500® .. 0.00 % 0.18 %

-1.59 (0.00%)

USD 0.18B
SPXE ProShares S&P 500® ex-En.. 0.00 % 0.27 %

-0.32 (0.00%)

USD 0.07B
SPXL Direxion Daily S&P500® B.. 0.00 % 1.00 %

-2.69 (0.00%)

N/A
SPXT ProShares S&P 500® ex-Te.. 0.00 % 0.27 %

-0.08 (0.00%)

USD 0.20B
SPXV ProShares S&P 500® ex-He.. 0.00 % 0.27 %

-0.43 (0.00%)

USD 0.03B
USMV iShares MSCI USA Min Vol .. 0.00 % 0.15 %

+0.56 (+0.00%)

USD 23.67B
VOO Vanguard S&P 500 ETF 0.00 % 0.03 %

-2.73 (0.00%)

N/A
VQT 0.00 % 0.00 %

N/A

N/A
VTI Vanguard Total Stock Mark.. 0.00 % 0.03 %

-1.46 (0.00%)

USD 474.06B
VTV Vanguard Value Index Fund.. 0.00 % 0.04 %

+0.43 (+0.00%)

N/A
VV Vanguard Large-Cap Index .. 0.00 % 0.04 %

-1.47 (0.00%)

N/A
XLG Invesco S&P 500® Top 50 .. 0.00 % 0.20 %

-0.41 (0.00%)

N/A
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-0.18 (0.00%)

CAD 0.01B
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-0.05 (0.00%)

N/A
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+0.19 (+0.00%)

CAD 0.02B
SCHK Schwab 1000 ETF 0.00 % 0.05 %

-0.14 (0.00%)

USD 4.11B
SPTM SPDR® Portfolio S&P 1500.. 0.00 % 0.04 %

-0.35 (0.00%)

USD 10.01B
DMRL 0.00 % 0.35 %

N/A

N/A
CSP1:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-896.00 (0.00%)

USD 113.53B
CSPX:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-10.53 (0.00%)

USD 113.53B
GSPX:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

-0.27 (0.00%)

N/A
HSPD:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

-1.01 (0.00%)

N/A
HSPX:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

-81.95 (0.00%)

N/A
IDUS:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-0.99 (0.00%)

N/A
IGUS:LSE iShares V Public Limited .. 0.00 % 0.00 %

-212.00 (0.00%)

N/A
IUSA:LSE iShares S&P 500 UCITS Dis.. 0.00 % 0.00 %

-83.75 (0.00%)

USD 19.32B
IWFM:LSE iShares Edge MSCI World M.. 0.00 % 0.00 %

-114.50 (0.00%)

USD 2.86B
IWMO:LSE iShares MSCI World Moment.. 0.00 % 0.00 %

-1.41 (0.00%)

USD 2.86B
MVUS:LSE iShares VI Public Limited.. 0.00 % 0.00 %

-66.00 (0.00%)

N/A
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-0.25 (0.00%)

USD 0.46B
PSRF:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

-26.00 (0.00%)

USD 0.46B
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-10.00 (0.00%)

USD 0.07B
SPMD:LSE iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

-0.06 (0.00%)

N/A
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-0.75 (0.00%)

N/A
SPX5:LSE SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

-7.95 (0.00%)

N/A
SPY5:LSE SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

-9.47 (0.00%)

N/A
JREU:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

-0.96 (0.00%)

USD 11.71B
JURE:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

-79.50 (0.00%)

USD 47.08B
LCUD:LSE Lyxor Core US Equity (DR).. 0.00 % 0.00 %

N/A

USD 0.04B
LCUS:LSE Multi Units Luxembourg - .. 0.00 % 0.00 %

N/A

USD 0.04B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

-45.00 (0.00%)

USD 0.07B
UC07:LSE UBS (Irl) plc - MSCI USA .. 0.00 % 0.00 %

-49.00 (0.00%)

N/A
UC13:LSE UBS (Irl) plc - S&P 500 U.. 0.00 % 0.00 %

-129.50 (0.00%)

N/A
UC95:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

+6.00 (+0.00%)

USD 0.04B
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-44.50 (0.00%)

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-2.02 (0.00%)

N/A
VUSA:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

-1.59 (0.00%)

N/A
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-1.88 (0.00%)

N/A
XCHA:LSE Xtrackers CSI300 Swap UCI.. 0.00 % 0.00 %

-0.01 (0.00%)

N/A
XDPG:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

-152.00 (0.00%)

N/A
XLPE:LSE Xtrackers LPX Private Equ.. 0.00 % 0.00 %

-213.50 (0.00%)

N/A
XMAF:LSE Xtrackers MSCI Africa Top.. 0.00 % 0.00 %

N/A

N/A
XMID:LSE Xtrackers MSCI Indonesia .. 0.00 % 0.00 %

-29.75 (0.00%)

N/A
XSPD:LSE Xtrackers - S&P 500 Inver.. 0.00 % 0.00 %

+0.10 (+0.00%)

USD 0.10B
XSPS:LSE Xtrackers S&P 500 Inverse.. 0.00 % 0.00 %

+7.30 (+0.00%)

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-1.91 (0.00%)

USD 4.64B
XSPX:LSE Xtrackers S&P 500 Swap UC.. 0.00 % 0.00 %

-160.00 (0.00%)

USD 4.64B
XT2D:LSE db x-trackers S&P 500 2x .. 0.00 % 0.00 %

+0.01 (+0.00%)

USD 0.04B
XVTD:LSE Xtrackers - FTSE Vietnam .. 0.00 % 0.00 %

+0.11 (+0.00%)

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VDNR:LSE Vanguard FTSE North Ameri.. 0.00 % 0.00 %

-2.49 (0.00%)

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-0.35 (0.00%)

N/A
XMAW:LSE Xtrackers MSCI AC World E.. 0.00 % 0.00 %

-48.50 (0.00%)

N/A
XMVU:LSE Xtrackers MSCI USA Minimu.. 0.00 % 0.00 %

+0.07 (+0.00%)

N/A
XUSD:LSE Xtrackers MSCI USA Swap U.. 0.00 % 0.00 %

-1.74 (0.00%)

USD 1.89B
HHH:PA HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

-1.05 (0.00%)

USD 7.71B
LCUS:PA 0.00 % 0.00 %

N/A

N/A
PFT:PA Invesco FTSE RAFI US 1000.. 0.00 % 0.00 %

-0.33 (0.00%)

USD 0.46B
PQVM:PA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

-0.36 (0.00%)

USD 0.07B
PSRW:PA Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

-0.12 (0.00%)

USD 0.07B
SPY5:PA SPDR® S&P 500 UCITS ETF .. 0.00 % 0.00 %

-10.50 (0.00%)

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6PSA:F Invesco FTSE RAFI US 1000.. 0.00 % 0.00 %

N/A

USD 0.50B
DBPG:F Xtrackers - S&P 500 2x Le.. 0.00 % 0.00 %

N/A

N/A
DBPK:F 0.00 % 0.00 %

N/A

N/A
H4ZF:F 0.00 % 0.00 %

N/A

N/A
IBCF:F 0.00 % 0.00 %

N/A

N/A
IBCK:F iShares VI Public Limited.. 0.00 % 0.00 %

N/A

N/A
IS31:F iShares VI Public Limited.. 0.00 % 0.00 %

N/A

N/A
JREU:F JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

N/A

N/A
LCUS:F 0.00 % 0.00 %

N/A

N/A
PSWD:F 0.00 % 0.00 %

N/A

N/A
QVMP:F PowerShares Global Funds .. 0.00 % 0.00 %

N/A

N/A
SPPE:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

N/A

N/A
SPY5:F SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

N/A

N/A
SXR0:F 0.00 % 0.00 %

N/A

N/A
SXR8:F iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

N/A

USD 111.88B
UBU5:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

N/A

USD 0.78B
UBU9:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

N/A

USD 0.93B
UBUR:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

N/A

USD 0.04B
UBUV:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

N/A

USD 4.46M
UEQD:F UBS (Irl) ETF plc - S&P 5.. 0.00 % 0.00 %

N/A

USD 0.07B
VNRT:F Vanguard Funds Public Lim.. 0.00 % 0.00 %

N/A

USD 3.41B
VUSA:F Vanguard Funds Public Lim.. 0.00 % 0.00 %

N/A

USD 51.63B
XDEB:F db x-trackers MSCI World .. 0.00 % 0.00 %

N/A

USD 0.94B
XDEM:F Xtrackers MSCI World Mome.. 0.00 % 0.00 %

N/A

USD 1.48B
XDPD:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

N/A

USD 0.04B
XDPE:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

N/A

USD 0.49B
XGLF:F db x-trackers MSCI GCC Se.. 0.00 % 0.00 %

N/A

USD 0.02B
6PSA:XETRA Invesco FTSE RAFI US 1000.. 0.00 % 0.00 %

-0.40 (0.00%)

USD 0.50B
DBPK:XETRA db x-trackers S&P 500 2x .. 0.00 % 0.00 %

+0.01 (+0.00%)

USD 0.05B
DXS3:XETRA Xtrackers - S&P 500 Inver.. 0.00 % 0.00 %

+0.09 (+0.00%)

USD 0.12B
H4ZF:XETRA HSBC S&P 500 UCITS EUR 0.00 % 0.00 %

-1.11 (0.00%)

N/A
IBCF:XETRA iShares S&P 500 EUR Hedge.. 0.00 % 0.00 %

-1.97 (0.00%)

N/A
IBCK:XETRA iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

-0.97 (0.00%)

N/A
IQQ0:XETRA iShares Edge MSCI World M.. 0.00 % 0.00 %

+0.21 (+0.00%)

N/A
IS31:XETRA iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

-0.07 (0.00%)

N/A
IS3R:XETRA iShares MSCI World Moment.. 0.00 % 0.00 %

-1.61 (0.00%)

N/A
IUSA:XETRA iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-1.10 (0.00%)

N/A
JREU:XETRA JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

-1.10 (0.00%)

N/A
LCUS:XETRA 0.00 % 0.00 %

N/A

N/A
PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

-0.19 (0.00%)

N/A
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

-0.45 (0.00%)

N/A
SPPE:XETRA SPDR S&P 500 UCITS ETF EU.. 0.00 % 0.00 %

-0.24 (0.00%)

N/A
SPY5:XETRA SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

-10.82 (0.00%)

N/A
SXR0:XETRA iShares Edge MSCI World M.. 0.00 % 0.00 %

+0.04 (+0.00%)

N/A
SXR8:XETRA iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-11.80 (0.00%)

N/A
UBU5:XETRA UBS (Irl) plc - MSCI USA .. 0.00 % 0.00 %

-1.20 (0.00%)

N/A
UBU9:XETRA UBS (Irl) plc - S&P 500 U.. 0.00 % 0.00 %

-1.77 (0.00%)

N/A
UBUR:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-0.01 (0.00%)

N/A
UBUV:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

+0.08 (+0.00%)

N/A
UEQD:XETRA UBS (Irl) ETF plc - S&P 5.. 0.00 % 0.00 %

-0.46 (0.00%)

N/A
VNRT:XETRA Vanguard FTSE North Ameri.. 0.00 % 0.00 %

-2.94 (0.00%)

N/A
VUSA:XETRA Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

-2.07 (0.00%)

N/A
XDEB:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

+0.06 (+0.00%)

N/A
XDEM:XETRA Xtrackers MSCI World Mome.. 0.00 % 0.00 %

-1.37 (0.00%)

N/A
XDPD:XETRA Xtrackers S&P 500 UCITS E.. 0.00 % 0.00 %

-1.31 (0.00%)

N/A
XDPE:XETRA Xtrackers S&P 500 UCITS E.. 0.00 % 0.00 %

-1.32 (0.00%)

N/A
XGLF:XETRA Xtrackers MSCI GCC Select.. 0.00 % 0.00 %

-0.26 (0.00%)

N/A
1557:TSE SPDR® S&P 500 0.00 % 0.00 %

-2,290.00 (0.00%)

USD 536.15B
FCUV:CA Fidelity U.S. Value ETF 0.00 % 0.00 %

+0.04 (+0.00%)

CAD 0.96B
TMEU:CA 0.00 % 0.00 %

N/A

N/A
JRUD:XETRA JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

-0.97 (0.00%)

N/A
VNRA:XETRA Vanguard FTSE North Ameri.. 0.00 % 0.00 %

-2.86 (0.00%)

N/A
VUAA:XETRA Vanguard S&P 500 UCITS Ac.. 0.00 % 0.00 %

-2.03 (0.00%)

N/A
CAPU:LSE Ossiam Lux - Ossiam Shill.. 0.00 % 0.00 %

-784.00 (0.00%)

USD 2.47B
HIPR 0.00 % 0.00 %

N/A

N/A
ACVF ETF Opportunities Trust -.. 0.00 % 0.00 %

-0.10 (0.00%)

USD 0.12B
GSPY Gotham Enhanced 500 ETF 0.00 % 0.00 %

-0.12 (0.00%)

USD 0.55B
PALC Pacer Lunt Large Cap Mult.. 0.00 % 0.00 %

-0.06 (0.00%)

USD 0.36B
XYLD Global X S&P 500® Covere.. 0.00 % 0.00 %

-0.16 (0.00%)

USD 3.23B
XYLG Global X S&P 500® Covere.. 0.00 % 0.00 %

-0.11 (0.00%)

USD 0.06B
ISHPF 0.00 % 0.00 %

N/A

N/A
ISHUF Ishares PLC - Ishares Tre.. 0.00 % 0.00 %

-0.34 (0.00%)

N/A
ISHBF iShares IV Public Limited.. 0.00 % 0.00 %

+0.07 (+0.00%)

N/A
ISHDF iShares IV Public Limited.. 0.00 % 0.00 %

N/A

N/A
BBUS:LSE BetaBuilders US Equity UC.. 0.00 % 0.00 %

-0.92 (0.00%)

USD 0.03B
VUAA:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

-1.84 (0.00%)

USD 20.64B
VUAG:LSE Vanguard S&P 500 UCITS Ac.. 0.00 % 0.00 %

-1.60 (0.00%)

USD 20.64B
BBUD:XETRA 0.00 % 0.00 %

N/A

N/A
BBUS:XETRA BetaBuilders US Equity UC.. 0.00 % 0.00 %

-1.07 (0.00%)

N/A
PQVM:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

-0.19 (0.00%)

USD 0.07B
TPHG:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

-2.00 (0.00%)

USD 8.15M
TPHU:LSE Amundi Japan Topix UCITS .. 0.00 % 0.00 %

+0.02 (+0.00%)

USD 0.03B
TPXG:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

+35.00 (+0.00%)

USD 27.57B
TPXU:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

+0.57 (+0.00%)

USD 27.57B
XMU-U:CA iShares MSCI Min Vol USA .. 0.00 % 0.00 %

N/A

N/A
CUEI:CA CIBC U.S. Equity Index ET.. 0.00 % 0.00 %

-0.10 (0.00%)

CAD 0.80B
ILCB iShares Morningstar U.S. .. 0.00 % 0.00 %

-0.38 (0.00%)

USD 1.13B
ILCV iShares Morningstar Value.. 0.00 % 0.00 %

+0.17 (+0.00%)

USD 1.05B
ZACE:CA BMO U.S. All Cap Equity F.. 0.00 % 0.00 %

-0.23 (0.00%)

CAD 0.04B
DFAC Dimensional U.S. Core Equ.. 0.00 % 0.00 %

-0.10 (0.00%)

USD 33.57B
DFUS Dimensional U.S. Equity E.. 0.00 % 0.00 %

-0.36 (0.00%)

USD 13.36B
QVML Invesco Exchange-Traded F.. 0.00 % 0.00 %

-0.09 (0.00%)

USD 1.24B
BBUD:F 0.00 % 0.00 %

N/A

N/A
BBUS:F JPMorgan ETFs Ireland ICA.. 0.00 % 0.00 %

N/A

N/A
JRUD:F JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

N/A

N/A
VUAA:F Vanguard S&P 500 UCITS Ac.. 0.00 % 0.00 %

N/A

N/A
KOCG SHP ETF Trust - FIS Knigh.. 0.00 % 0.00 %

N/A

USD 0.03B
QDPL Pacer Funds Trust - Metau.. 0.00 % 0.00 %

-0.09 (0.00%)

USD 0.82B
XCLR Global X S&P 500® Collar.. 0.00 % 0.00 %

-0.12 (0.00%)

USD 2.54M
XRMI Global X S&P 500® Risk M.. 0.00 % 0.00 %

-0.04 (0.00%)

USD 0.05B
IGTR Innovator ETFs Trust - In.. 0.00 % 0.00 %

-0.14 (0.00%)

N/A
XMAU:LSE Xtrackers MSCI AC World E.. 0.00 % 0.00 %

-0.58 (0.00%)

N/A
UYLD:AU Global X S&P 500 Covered .. 0.00 % 0.00 %

+0.04 (+0.00%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.27% 100% F 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.27% 100% F 89% A-
Trailing 12 Months  
Capital Gain 22.23% 100% F 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.23% 100% F 80% B-
Trailing 5 Years  
Capital Gain 140.68% 100% F 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 140.68% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 21.83% 77% C+ 82% B
Dividend Return 21.83% 77% C+ 80% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.33% 46% F 63% D
Risk Adjusted Return 133.67% 92% A 99% N/A
Market Capitalization 1,019.31B 86% B+ 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.