Simon Property Group

ISIN US8288061091

WKN 916647

Market cap (in EUR)

64,225 m

Country

United States

Sector

Finance

Dividend yield

3.91%

Overview

Quote

Description

Simon Property Group, Inc. is a self-administered and self-managed real estate investment trust, which engages in the ownership, development, and management of shopping, dining, entertainment, and mixed-used destinations, which consist primarily of malls, Premium Outlets, and the Mills. The company was founded by Fred Simon, Herbert Simon and Melvin Simon in 1993 and is headquartered in Indianapolis, IN.

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Finance Real Estate Real Estate Investment Trusts (REITs) United States

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Financials

Key metrics

Market capitalisation, EUR	64,225 m
EPS, EUR	4.72
P/B ratio	15.2
P/E ratio	41.2
Dividend yield	3.91%

Income statement (2025)

Revenue, EUR	5,642 m
Net income, EUR	4,102 m
Profit margin	72.71%

What ETF is Simon Property Group in?

There are 55 ETFs which contain Simon Property Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Simon Property Group is the iShares US Property Yield UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	8,100
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	9,885
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.57%	Equity United States Multi-Factor Strategy	3
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.14%	Equity World Social/Environmental Climate Change	37
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,185
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.27%	Equity World Social/Environmental Multi-Asset Strategy	21
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	45,591
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	14,993
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	8
iShares MSCI North America UCITS ETF	0.10%	Equity North America	1,252
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	1,939
Invesco Global Enhanced Equity UCITS ETF Acc	0.08%	Equity World Multi-Factor Strategy	857
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,694
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.10%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	107
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.51%	Equity World Social/Environmental Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	29,882
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	91
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	1,422
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	587
iShares Developed Markets Property Yield UCITS ETF	3.80%	Real Estate World	1,100
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	902
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.10%	Equity United States	187
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.10%	Equity United States	45,236
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.11%	Equity United States Multi-Factor Strategy	136
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	4,077
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.10%	Equity North America	2,755
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.11%	Equity North America Social/Environmental	27
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	4
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	101
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.31%	Equity World Multi-Factor Strategy	1
iShares US Property Yield UCITS ETF	5.79%	Real Estate United States	607
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
VanEck Multi-Asset Growth Allocation UCITS ETF	0.53%	Equity World Social/Environmental Multi-Asset Strategy	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	910
VanEck Global Real Estate UCITS ETF	4.92%	Real Estate World	449
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,760
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	9
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist)	0.50%	Equity United States Social/Environmental Climate Change	-
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.10%	Equity United States	29,709
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,052
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental Climate Change	185
UBS Core MSCI USA UCITS ETF USD dis	0.10%	Equity United States	1,274
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	Equity World	22,675
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.03%	Equity North America Social/Environmental Climate Change	40
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.30%	Equity World Value	367
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	237
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	3.31%	Real Estate World	64
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.10%	Equity North America	2,903
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	595
iShares Core S&P 500 UCITS ETF USD (Dist)	0.10%	Equity United States	19,255
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.41%	Equity United States Value	253
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	118
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.50%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	+26.66%
1 month	+3.31%
3 months	+17.72%
6 months	+29.34%
1 year	+43.87%
3 years	+80.14%
5 years	+91.32%
Since inception (MAX)	+12.66%
2025	-2.92%
2024	+26.97%
2023	+17.81%
2022	-21.09%

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).