Truist Financial Corp.

ISIN US89832Q1094

WKN A2PWMZ

Market cap (in EUR)

53,077 m

Country

United States

Sector

Finance

Dividend yield

4.27%

Overview

Quote

Description

Truist Financial Corp. is a financial holding company, which engages in the provision of banking services to individuals, businesses, and municipalities. It operates through the following segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Other, Treasury and Corporate. The Consumer Banking and Wealth segment consists of Retail Community Banking, National Consumer Finance, Services, Payments, Wealth Management and Banking Products and Professional Services and Mortgage Banking. The Corporate and Commercial Banking segment consists of Corporate and Investment Banking, Commercial Community Banking and Commercial Real Estate. The Other, Treasury and Corporate segment includes management of the company’s investment securities portfolio. The company was founded on December 6, 2019, and is headquartered in Charlotte, NC.

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Finance Banking United States Banks United States

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Financials

Key metrics

Market capitalisation, EUR	53,077 m
EPS, EUR	3.48
P/B ratio	1.0
P/E ratio	12.1
Dividend yield	4.27%

Income statement (2025)

Revenue, EUR	27,043 m
Net income, EUR	4,704 m
Profit margin	17.40%

What ETF is Truist Financial Corp. in?

There are 61 ETFs which contain Truist Financial Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Truist Financial Corp. is the iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,112
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	9,382
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.27%	Equity United States Value	67
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.27%	Equity United States Value	4
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental Climate Change	37
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.06%	Equity World Multi-Asset Strategy	1,150
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	42,768
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	14,944
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.33%	Equity World Social/Environmental Climate Change	4,245
iShares MSCI North America UCITS ETF	0.10%	Equity North America	1,243
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	1,849
Invesco Global Enhanced Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	677
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.15%	Equity World Dividend	2,460
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,594
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,727
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.10%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	105
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	42
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.16%	Equity United States Social/Environmental	514
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	29,567
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	84
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	1,448
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	597
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	809
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.10%	Equity United States	189
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.10%	Equity United States	45,213
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.09%	Equity United States Multi-Factor Strategy	136
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	4,038
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.48%	Equity United States Social/Environmental Climate Change	744
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.48%	Equity United States Social/Environmental Climate Change	253
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.10%	Equity North America	2,661
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.11%	Equity North America Social/Environmental	26
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.01%	Equity United States Covered Call Alternative Investments	17
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	352
iShares MSCI World SRI UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	1,598
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	3
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.12%	Equity World Financials Social/Environmental	124
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.27%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	100
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	881
Xtrackers MSCI World UCITS ETF 1D	0.07%	Equity World	4,883
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	8
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.01%	Equity United States Covered Call Alternative Investments	41
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.10%	Equity United States	29,289
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,151
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	190
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	59
UBS Core MSCI USA UCITS ETF USD dis	0.10%	Equity United States	1,271
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	Equity World	22,615
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)	0.26%	Equity World Value	406
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	231
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.15%	Equity World Dividend	8,650
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	822
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.10%	Equity North America	2,882
iShares Core S&P 500 UCITS ETF USD (Dist)	0.11%	Equity United States	19,073
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.48%	Equity United States Value	290
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.47%	Equity United States Social/Environmental	337
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	111

Performance

Returns overview

YTD	+2.99%
1 month	+7.49%
3 months	+10.95%
6 months	+3.26%
1 year	+24.81%
3 years	+44.93%
5 years	-8.43%
Since inception (MAX)	+34.97%
2025	+2.73%
2024	+22.40%
2023	-16.34%
2022	-22.31%

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).