Jackson Financial

ISIN US46817M1071

WKN A3CY1L

Market cap (in EUR)

6,217 m

Country

United States

Sector

Finance

Dividend yield

2.88%

Overview

Quote

Description

Jackson Financial, Inc. operates as an investment holding company. The firm operates through the following segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and immediate payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts, funding agreements consisting of agreements issued in conjunction with its participation in the U.S. federal home loan bank program, and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. This segment also provides a block of group payout annuities. The firm also offers investment management services. The company was founded in 1961 and is headquartered in Lansing, MI.

Show more Show less

Finance Insurance United States

Chart

Financials

Key metrics

Market capitalisation, EUR	6,217 m
EPS, EUR	6.55
P/B ratio	0.8
P/E ratio	14.9
Dividend yield	2.88%

Income statement (2024)

Revenue, EUR	3,024 m
Net income, EUR	875 m
Profit margin	28.92%

What ETF is Jackson Financial in?

There are 4 ETFs which contain Jackson Financial. All of these ETFs are listed in the table below. The ETF with the largest weighting of Jackson Financial is the iShares S&P SmallCap 600 UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares S&P SmallCap 600 UCITS ETF	0.47%	Equity United States Small Cap	1,735
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	485
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.01%	Equity North America Social/Environmental	27
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.12%	Equity United States Small Cap	179

Performance

Returns overview

YTD	+8.45%
1 month	+11.78%
3 months	+5.40%
6 months	+24.29%
1 year	+6.57%
3 years	+178.04%
5 years	-
Since inception (MAX)	+291.29%
2024	+78.95%
2023	+41.38%
2022	-9.95%
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).