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Novartis AG

ISIN US66987V1098

WKN 907122

Overview

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Description

Novartis AG is a holding company, which engages in the business of developing, manufacturing, and marketing healthcare products. It operates through the following segments: Innovative Medicines, Sandoz, and Corporate. The Innovative Medicines segment includes researching, distributing and selling patented pharmaceuticals. The Sandoz segment focuses on marketing finished dosage form medicines and intermediary products including active pharmaceutical ingredients. The Corporate segment is involved in group management and central services. The company was founded on February 29, 1996 and is headquartered in Basel, Switzerland.

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Healthcare Biopharmaceuticals Other Biopharmaceuticals Switzerland

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Financials

Key metrics

Market capitalisation, EUR	204,842.72 m
EPS, EUR	7.96
P/B ratio	4.54
P/E ratio	11.40
Dividend yield	3.25%

Income statement (2023)

Revenue, EUR	42,031.24 m
Net income, EUR	7,925.26 m
Profit margin	18.86%

What ETF is Novartis AG in?

There are 3 ETFs which contain Novartis AG. All of these ETFs are listed in the table below. The ETF with the largest weighting of Novartis AG is the L&G Pharma Breakthrough UCITS ETF.

ETF	Weight	Investment focus	Holdings	TER	Fund size (in m EUR)	Return 1Y	WKN	ISIN
First Trust Value Line® Dividend Index UCITS ETF Acc	0.44%	Equity United States Dividend	215	0.70%	7	+17.38%	A2PZMV	IE00BKVKW020
L&G Global Thematic ESG Exclusions UCITS ETF USD Accumulating	0.41%	Equity World Social/Environmental Innovation	368	0.60%	4	+11.47%	A3DHPA	IE000VTOHNZ0
L&G Pharma Breakthrough UCITS ETF	2.53%	Equity World Health Care Innovation	37	0.49%	17	+3.88%	A2H9XR	IE00BF0H7608

Order fees

Here you can find information about different brokers that allow you to trade stocks. Select your preferred order volume to compare the fees charged by the respective brokers.

Order volume:

Order fee	Stock savings plans
0.99€	1000	View offer*
1.00€	2500	View offer*
0.00€	2500	View offer*
0.00€	500	View offer*
0.00€	400	View offer*

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Source: justETF Research; As of 12/2024; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Order fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.

Select your savings amount:

Execution fee	Account fee
0.00€	0.00€	View offer*
0.00€	0.00€	View offer*
1.50€ 1.50%	0.00€	View offer*

Source: justETF Research; As of 12/2024; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

Performance

Returns overview

YTD	+3.85%
1 month	-5.55%
3 months	-9.79%
6 months	-3.96%
1 year	+5.35%
3 years	+23.37%
5 years	-
Since inception (MAX)	+19.62%
2023	+6.31%
2022	+10.31%
2021	-
2020	-

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).