XP

ISIN KYG982391099

WKN A2PWSC

Marktkapitalisatie (in EUR)

8 490 M

Land

Brésil

Sector

Finances

Dividendrendement

0,01%

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Overzicht

Koers

Beschrijving

XP, Inc. exploite une plateforme de services financiers axée sur la technologie. L'entreprise propose à ses clients deux principaux types d'offres : des services de conseil financier pour les particuliers au Brésil, les clients fortunés, les clients internationaux et les entreprises et clients institutionnels, et une plateforme ouverte de produits financiers donnant accès à plus de 800 produits d'investissement, notamment des actions et des titres à revenu fixe, des fonds communs de placement et des fonds spéculatifs, des produits structurés, des assurances-vie, des plans de retraite, des fonds d'investissement immobiliers (REIT) et d'autres produits de XP, de ses partenaires et de ses concurrents. L'entreprise a été fondée par Guilherme Dias Fernandes Benchimol en 2001 et son siège se trouve à Vila Olimpia, au Brésil.

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Finances Services d'investissement Brésil

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	8 490 M
WPA, EUR	1,56
KBV	2,2
K/W	10,6
Dividendrendement	0,01%

Winst- en verliesrekening (2025)

Omzet, EUR	2 952 M
Netto-inkomen, EUR	820 M
Winstmarge	27,79%

In welke ETF zit XP?

Er zijn 11 ETF's die XP bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van XP is de iShares MSCI Brazil UCITS ETF (Dist).

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0,05%	Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering	4
iShares MSCI ACWI UCITS ETF USD (Acc)	0,01%	Aandelen Wereld	22.725
UBS Core MSCI EM UCITS ETF USD dis	0,08%	Aandelen Opkomende markten	2.024
iShares MSCI EM UCITS ETF (Dist)	0,07%	Aandelen Opkomende markten	7.444
iShares MSCI EM Latin America UCITS ETF (Dist)	0,96%	Aandelen Latin America	1.787
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0,01%	Aandelen Wereld Sociaal/Milieu	465
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0,02%	Aandelen Noord-Amerika Sociaal/Milieu	23
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0,08%	Aandelen Opkomende markten	904
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0,07%	Aandelen Opkomende markten Sociaal/Milieu	1.166
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0,02%	Aandelen Opkomende markten Sociaal/Milieu	1.050
iShares MSCI Brazil UCITS ETF (Dist)	1,61%	Aandelen Brazilië	428

Prestaties

Rendementsoverzicht

YTD	+14,98%
1 maand	-13,19%
3 maanden	+16,90%
6 maanden	+7,54%
1 jaar	+26,23%
3 jaar	+46,95%
5 jaar	-52,11%
Since inception	-46,62%
2025	+21,39%
2024	-50,85%
2023	+64,91%
2022	-42,49%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).