Wallenstam

ISIN SE0017780133

WKN A3DMZH

Market cap (in EUR)

2,488 m

Country

Sweden

Sector

Finance

Dividend yield

1.23%

Overview

Quote

Description

Wallenstam AB engages in the building, development, and purchase of housing properties. It operates through the following business segments: Gothenburg Business Area, Stockholm Business Area, and Other. The company was founded by Lennart Wallenstam in 1944 and is headquartered in Gothenburg, Sweden.

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Finance Real Estate Real Estate Investment and Services Sweden

Chart

Financials

Key metrics

Market capitalisation, EUR	2,488 m
EPS, EUR	0.26
P/B ratio	0.8
P/E ratio	14.1
Dividend yield	1.23%

Income statement (2024)

Revenue, EUR	277 m
Net income, EUR	68 m
Profit margin	24.49%

What ETF is Wallenstam in?

There are 4 ETFs which contain Wallenstam. All of these ETFs are listed in the table below. The ETF with the largest weighting of Wallenstam is the iShares STOXX Europe 600 Real Estate UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0.09%	Real Estate World	53
iShares STOXX Europe 600 Real Estate UCITS ETF (DE)	1.28%	Real Estate Europe	65
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.02%	Equity Europe Social/Environmental	31
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.00%	Equity World Social/Environmental	486

Performance

Returns overview

YTD	-9.83%
1 month	-3.09%
3 months	-5.29%
6 months	-13.36%
1 year	-8.52%
3 years	-4.33%
5 years	-
Since inception (MAX)	-28.79%
2024	-15.59%
2023	+24.43%
2022	-
2021	-

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).