Truist Financial Corp.

ISIN US89832Q1094

 | 

WKN A2PWMZ

Market cap (in EUR)
50 157 M
Country
États-Unis
Sector
Finances
Dividend yield
4,47%
 

Overview

Quote

Description

Truist Financial Corp. est une société holding financière qui fournit des services bancaires aux particuliers, aux entreprises et aux municipalités. Elle opère à travers les segments suivants : Consumer Banking and Wealth, Corporate and Commercial Banking, Insurance Holdings, et Other, Treasury & Corporate. Le secteur des services bancaires aux particuliers et de la gestion de patrimoine comprend les services bancaires de proximité, le crédit à la consommation national, les services, les paiements, la gestion de patrimoine et les produits bancaires, ainsi que les services professionnels et la banque hypothécaire. Le secteur de la banque d'entreprise et commerciale comprend la banque d'entreprise et d'investissement, la banque commerciale de proximité et l'immobilier commercial. Le secteur Insurance Holdings propose des assurances dommages, des assurances collectives et des assurances vie aux entreprises et aux particuliers, ainsi que des services aux petites entreprises et aux sociétés, tels que l'indemnisation des accidents du travail et la responsabilité civile professionnelle, ainsi que des garanties de cautionnement et des assurances titres. Elle offre une variété de prêts et de crédits-bails aux particuliers et aux entités, y compris le financement des primes d'assurance, des arrangements permanents de financement de l'immobilier commercial, la gestion de prêts pour des investisseurs tiers, des prêts directs de crédit à la consommation aux particuliers, des prêts de cartes de crédit, des financements automobiles et des financements d'équipements. Elle commercialise également une gamme d'autres services, dont les dépôts, l'assurance-vie, l'assurance des biens et des risques divers. La société a été fondée le 6 décembre 2019 et son siège social se trouve à Charlotte, NC.
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Finances Services bancaires Banques aux États-Unis États-Unis

Chart

Financials

Key metrics

Market capitalisation, EUR 50 157 M
EPS, EUR 3,39
P/B ratio 1,0
P/E ratio 12,2
Dividend yield 4,47%

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 59 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)
UBS Core MSCI World UCITS ETF USD acc 0,08%
Equity
World
7,280
iShares MSCI World UCITS ETF (Dist) 0,08%
Equity
World
7,298
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0,17%
Equity
World
Social/Environmental
Climate Change
42
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,06%
Equity
World
Multi-Asset Strategy
938
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0,25%
Equity
United States
Buffer
Alternative Investments
5
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,07%
Equity
World
30,664
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0,03%
Equity
United States
Social/Environmental
12,744
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0,10%
Equity
World
Social/Environmental
Climate Change
7
UBS MSCI World Socially Responsible UCITS ETF USD dis 0,34%
Equity
World
Social/Environmental
Climate Change
3,793
iShares MSCI North America UCITS ETF 0,11%
Equity
North America
1,015
UBS Core MSCI World UCITS ETF USD dis 0,08%
Equity
World
1,379
Invesco Global Enhanced Equity UCITS ETF Acc 0,10%
Equity
World
Multi-Factor Strategy
408
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,16%
Equity
World
Dividend
1,874
Vanguard FTSE Developed World UCITS ETF Acc 0,07%
Equity
World
5,025
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0,16%
Equity
World
Social/Environmental
1,581
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0,11%
Equity
United States
2
UBS Core MSCI World UCITS ETF hGBP dis 0,08%
Equity
World
90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,02%
Equity
World
Multi-Asset Strategy
36
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0,16%
Equity
United States
Social/Environmental
485
iShares MSCI ACWI UCITS ETF USD (Acc) 0,07%
Equity
World
22,919
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,06%
Equity
World
Multi-Asset Strategy
69
iShares MSCI USA Screened UCITS ETF USD (Dist) 0,12%
Equity
United States
Social/Environmental
1,249
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,07%
Equity
World
Social/Environmental
486
UBS Core MSCI World UCITS ETF hEUR acc 0,07%
Equity
World
390
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0,11%
Equity
United States
267
Vanguard S&P 500 UCITS ETF (USD) Distributing 0,11%
Equity
United States
40,992
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0,10%
Equity
United States
Multi-Factor Strategy
131
Vanguard FTSE Developed World UCITS ETF Distributing 0,08%
Equity
World
3,545
UBS MSCI USA Socially Responsible UCITS ETF USD dis 0,50%
Equity
United States
Social/Environmental
Climate Change
675
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis 0,50%
Equity
United States
Social/Environmental
Climate Change
202
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0,11%
Equity
North America
2,171
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0,12%
Equity
North America
Social/Environmental
24
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 0,04%
Equity
United States
Covered Call
Alternative Investments
11
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0,04%
Equity
United States
Covered Call
Alternative Investments
299
iShares MSCI World SRI UCITS ETF USD (Dist) 0,33%
Equity
World
Social/Environmental
1,451
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0,12%
Equity
World
Financials
Social/Environmental
343
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,02%
Equity
World
Multi-Asset Strategy
93
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,02%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,04%
Equity
World
Multi-Asset Strategy
723
Xtrackers MSCI World UCITS ETF 1D 0,08%
Equity
World
4,281
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0,10%
Equity
World
Multi-Factor Strategy
7
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist) 0,04%
Equity
United States
Covered Call
Alternative Investments
0
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0,11%
Equity
United States
26,026
iShares MSCI World Screened UCITS ETF USD (Dist) 0,08%
Equity
World
Social/Environmental
1,000
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0,01%
Equity
World
Social/Environmental
Climate Change
116
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0,14%
Equity
World
Social/Environmental
53
UBS Core MSCI USA UCITS ETF USD dis 0,11%
Equity
United States
1,113
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,07%
Equity
World
19,394
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0,03%
Equity
North America
Social/Environmental
Climate Change
41
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0,28%
Equity
World
Value
264
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,02%
Equity
World
Multi-Asset Strategy
205
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,16%
Equity
World
Dividend
7,581
Vanguard FTSE North America UCITS ETF (USD) Distributing 0,11%
Equity
North America
2,509
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,02%
Equity
World
Social/Environmental
971
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0,27%
Equity
United States
Social/Environmental
968
iShares Core S&P 500 UCITS ETF USD (Dist) 0,11%
Equity
United States
16,920
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) 0,54%
Equity
United States
Value
126
iShares MSCI USA SRI UCITS ETF USD (Dist) 0,46%
Equity
United States
Social/Environmental
319
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,04%
Equity
World
Multi-Asset Strategy
91

Performance

Returns overview

YTD -5.44%
1 month -12.55%
3 months -2.48%
6 months +3.77%
1 year +3.24%
3 years +2.01%
5 years -18.64%
Since inception (MAX) +23.93%
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).
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Risk overview

Volatility 1 year 30.11%
Volatility 3 years 33.83%
Volatility 5 years 31.02%
Return per risk 1 year 0.11
Return per risk 3 years 0.02
Return per risk 5 years -0.13
Maximum drawdown 1 year -20.08%
Maximum drawdown 3 years -40.10%
Maximum drawdown 5 years -60.34%
Maximum drawdown since inception -60.34%

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.