Berkshire Hathaway, Inc.

ISIN US0846707026

 | 

WKN A0YJQ2

Market cap (in EUR)
861 709 M
Country
États-Unis
Sector
Finances
Dividend yield
0,00%
 

Overview

Quote

Description

Berkshire Hathaway, Inc. fournit des services d'assurance et de réassurance de biens et de risques divers, de services publics et d'énergie, de transport ferroviaire de marchandises, de finance, de fabrication et de vente au détail. Elle opère par le biais des segments suivants : GEICO, Berkshire Hathaway Inc : GEICO, Berkshire Hathaway Reinsurance Group, Berkshire Hathaway Primary Group, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy, McLane Company, Manufacturing, et Service and Retailing. Le segment GEICO est impliqué dans la souscription d'assurance automobile pour les particuliers, principalement par des méthodes de réponse directe. Le segment Berkshire Hathaway Reinsurance Group consiste à souscrire de la réassurance en excédent de sinistre et en quote-part, ainsi que de la réassurance facultative dans le monde entier. Le segment Berkshire Hathaway Primary Group consiste à souscrire des polices d'assurance multirisques pour des clients principalement commerciaux. Le segment BNSF exploite des réseaux ferroviaires en Amérique du Nord. Le segment Berkshire Hathaway Energy s'occupe des services publics réglementés d'électricité et de gaz, y compris les activités de production et de distribution d'électricité, ainsi que des activités de courtage immobilier. Le segment McLane Company propose la distribution en gros de produits alimentaires et non alimentaires. Le secteur de la fabrication comprend les produits industriels et les produits destinés aux utilisateurs finaux, les produits de construction et l'habillement. Le secteur des services et de la vente au détail propose des programmes de propriété fractionnée d'avions, la formation de pilotes d'avion, la distribution de composants électroniques et diverses activités de vente au détail, notamment les concessions automobiles et la location de remorques et de meubles. La société a été fondée par Oliver Chace en 1839 et son siège social se trouve à Omaha, dans l'État de New York.
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Finances Assurance États-Unis

Chart

Financials

Key metrics

Market capitalisation, EUR 861 709 M
EPS, EUR 28,33
P/B ratio 1,5
P/E ratio 15,2
Dividend yield 0,00%

Income statement (2024)

Revenue, EUR 343 380 M
Net income, EUR 82 274 M
Profit margin 23,96%

What ETF is Berkshire Hathaway, Inc. in?

There are 55 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0,86%
Equity
World
6,236
iShares MSCI World UCITS ETF (Dist) 0,86%
Equity
World
7,365
JPMorgan Active US Value UCITS ETF USD (acc) 2,50%
Equity
United States
Value
61
JPMorgan Active US Value UCITS ETF EUR Hedged (acc) 2,50%
Equity
United States
Value
4
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,53%
Equity
World
Multi-Asset Strategy
902
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 1,42%
Equity
United States
Buffer
Alternative Investments
5
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) 2,40%
Equity
United States
Fundamental/Quality
134
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,75%
Equity
World
28,634
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0,32%
Equity
United States
Social/Environmental
13,110
iShares MSCI North America UCITS ETF 1,13%
Equity
North America
1,081
UBS Core MSCI World UCITS ETF USD dis 0,86%
Equity
World
1,334
Invesco Global Enhanced Equity UCITS ETF Acc 0,80%
Equity
World
Multi-Factor Strategy
360
Vanguard FTSE Developed World UCITS ETF Acc 0,83%
Equity
World
4,892
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0,80%
Equity
World
Social/Environmental
1,846
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 1,59%
Equity
United States
2
UBS Core MSCI World UCITS ETF hGBP dis 0,86%
Equity
World
94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,14%
Equity
World
Multi-Asset Strategy
35
JPMorgan Active US Growth UCITS ETF USD (acc) 0,19%
Equity
United States
Growth
356
iShares MSCI ACWI UCITS ETF USD (Acc) 0,76%
Equity
World
22,157
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,53%
Equity
World
Multi-Asset Strategy
67
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 1,37%
Equity
World
Covered Call
Alternative Investments
1,151
iShares MSCI USA Screened UCITS ETF USD (Dist) 1,26%
Equity
United States
Social/Environmental
1,288
UBS Core MSCI World UCITS ETF hEUR acc 0,86%
Equity
World
385
UBS Core MSCI USA UCITS ETF EUR Hedged dis 1,18%
Equity
United States
271
Vanguard S&P 500 UCITS ETF (USD) Distributing 1,60%
Equity
United States
41,869
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0,98%
Equity
United States
Multi-Factor Strategy
144
Vanguard FTSE Developed World UCITS ETF Distributing 0,83%
Equity
World
3,536
Vanguard FTSE North America UCITS ETF (USD) Accumulating 1,51%
Equity
North America
2,062
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 0,91%
Equity
United States
Covered Call
Alternative Investments
2
JPMorgan Active US Growth UCITS ETF USD (dist) 0,19%
Equity
United States
Growth
1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0,91%
Equity
United States
Covered Call
Alternative Investments
243
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 3,79%
Equity
World
Financials
Social/Environmental
529
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 2,02%
Equity
United States
Low Volatility/Risk Weighted
98
JPMorgan Active US Value UCITS ETF USD (dist) 2,50%
Equity
United States
Value
6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,14%
Equity
World
Multi-Asset Strategy
91
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0,30%
Equity
World
Multi-Factor Strategy
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,14%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,33%
Equity
World
Multi-Asset Strategy
697
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 1,37%
Equity
World
Covered Call
Alternative Investments
74
Xtrackers MSCI World UCITS ETF 1D 0,83%
Equity
World
4,577
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc) 0,19%
Equity
United States
Growth
9
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0,80%
Equity
World
Multi-Factor Strategy
2
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist) 1,37%
Equity
World
Covered Call
Alternative Investments
4
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist) 0,91%
Equity
United States
Covered Call
Alternative Investments
0
Vanguard S&P 500 UCITS ETF (USD) Accumulating 1,60%
Equity
United States
25,725
iShares MSCI World Screened UCITS ETF USD (Dist) 0,93%
Equity
World
Social/Environmental
953
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0,71%
Equity
World
Social/Environmental
50
UBS Core MSCI USA UCITS ETF USD dis 1,18%
Equity
United States
1,168
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,75%
Equity
World
19,030
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,14%
Equity
World
Multi-Asset Strategy
197
Vanguard FTSE North America UCITS ETF (USD) Distributing 1,51%
Equity
North America
2,466
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,36%
Equity
World
Social/Environmental
964
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 1,58%
Equity
United States
Social/Environmental
943
iShares Core S&P 500 UCITS ETF USD (Dist) 1,61%
Equity
United States
17,151
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,33%
Equity
World
Multi-Asset Strategy
90

Performance

Returns overview

YTD -2.97%
1 month -2.67%
3 months -0.37%
6 months +0.92%
1 year -8.74%
3 years +44.45%
5 years +113.66%
Since inception (MAX) +212.89%
2025 -2.06%
2024 +34.29%
2023 +12.12%
2022 +8.73%

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 19.20%
Volatility 3 years 16.41%
Volatility 5 years 17.24%
Return per risk 1 year -0.46
Return per risk 3 years 0.79
Return per risk 5 years 0.95
Maximum drawdown 1 year -20.53%
Maximum drawdown 3 years -20.53%
Maximum drawdown 5 years -22.48%
Maximum drawdown since inception -28.04%

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.