Hargreaves Lansdown
ISIN GB00B1VZ0M25
|WKN A0MR1A
Overview
Quote
Description
Hargreaves Lansdown PLC describes itself as one of the leading British asset managers and UK`s largest direct to investor investment service. The wide range of financial services includes fund management, discount brokerage, equity trading and pensions as well as wealth and financial consulting. Thus, the company sees itself as a one-stop-shop financial services provider. Hargreaves Lansdown operates independently and can select the best products for their more than 950,000 customers. In fiscal 2016/17 (until June 30), the Group managed a total assets of £ 79 billion.
Source: AfU Research GmbH
Source: AfU Research GmbH
Finance Investment Services United Kingdom
Financials
Key metrics
| Market capitalisation, EUR | 6,280.35 m |
| EPS, EUR | - |
| P/B ratio | 6.51 |
| P/E ratio | 18.33 |
| Dividend yield | 3.82% |
Income statement (2024)
| Revenue, EUR | 890.72 m |
| Net income, EUR | 341.43 m |
| Profit margin | 38.33% |
What ETF is Hargreaves Lansdown in?
There are 203 ETFs which contain Hargreaves Lansdown. All of these ETFs are listed in the table below. The ETF with the largest weighting of Hargreaves Lansdown is the L&G Quality Equity Dividends ESG Exclusions UK UCITS ETF.
Performance
Returns overview
| YTD | - |
| 1 month | - |
| 3 months | - |
| 6 months | - |
| 1 year | - |
| 3 years | - |
| 5 years | - |
| Since inception (MAX) | - |
| 2024 | +50.27% |
| 2023 | -14.91% |
| 2022 | -37.55% |
| 2021 | -11.67% |
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%.
Risk overview
| Volatility 1 year | 21.39% |
| Volatility 3 years | 29.51% |
| Volatility 5 years | 31.83% |
| Return per risk 1 year | 2.53 |
| Return per risk 3 years | 0.06 |
| Return per risk 5 years | -0.15 |
| Maximum drawdown 1 year | -9.10% |
| Maximum drawdown 3 years | -34.28% |
| Maximum drawdown 5 years | -63.42% |
| Maximum drawdown since inception | -71.38% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
