Elevance Health, Inc.

ISIN US0367521038

 | 

WKN A12FMV

Market cap (in EUR)
69,021 m
Country
United States
Sector
Healthcare
Dividend yield
1.88%
 

Overview

Quote

Description

Elevance Health, Inc. operates as a health company, which engages in improving lives and communities, and making healthcare simpler. It operates through the following segments: Health Benefits, CarelonRx, Carelon Services, and Corporate and Other. The Health Benefits segment offers a comprehensive suite of health plans and services to different customers. The CarelonRx segment markets and offers pharmacy services to affiliated health plan customers, as well as to external customers. The Carelon Services segment integrates physical, behavioral, pharmacy, and social services with the aim of delivering whole health affordably by offering a broad array of healthcare related services. The Corporate & Other segment includes businesses that do not individually meet the quantitative threshold for an operating segment. The company was founded in 1944 and is headquartered in Indianapolis, IN.
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Healthcare Healthcare Services Healthcare Support Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR 69,021 m
EPS, EUR 22.15
P/B ratio 1.8
P/E ratio 14.9
Dividend yield 1.88%

Income statement (2024)

Revenue, EUR 163,456 m
Net income, EUR 5,528 m
Profit margin 3.38%

What ETF is Elevance Health, Inc. in?

There are 64 ETFs which contain Elevance Health, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Elevance Health, Inc. is the iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.09%
Equity
World
7,443
UBS Core MSCI World UCITS ETF USD acc 0.09%
Equity
World
5,507
JPMorgan Active US Value UCITS ETF USD (acc) 0.60%
Equity
United States
Value
61
JPMorgan Active US Value UCITS ETF EUR Hedged (acc) 0.60%
Equity
United States
Value
4
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.13%
Equity
World
Multi-Asset Strategy
878
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.12%
Equity
World
Social/Environmental
Climate Change
43
VanEck World Equal Weight Screened UCITS ETF A 0.26%
Equity
World
Equal Weighted
1,169
VanEck Multi-Asset Conservative Allocation UCITS ETF 0.19%
Equity
World
Social/Environmental
Multi-Asset Strategy
20
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.08%
Equity
World
27,214
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.08%
Equity
United States
Social/Environmental
13,440
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.38%
Equity
World
Social/Environmental
Climate Change
3,975
iShares MSCI North America UCITS ETF 0.12%
Equity
North America
1,101
UBS Core MSCI World UCITS ETF USD dis 0.09%
Equity
World
1,318
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.19%
Equity
World
Dividend
1,438
Vanguard FTSE Developed World UCITS ETF Acc 0.08%
Equity
World
4,833
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.09%
Equity
World
Social/Environmental
1,930
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.12%
Equity
United States
2
UBS Core MSCI World UCITS ETF hGBP dis 0.09%
Equity
World
94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.04%
Equity
World
Multi-Asset Strategy
34
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.15%
Equity
World
Social/Environmental
Multi-Asset Strategy
38
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.18%
Equity
United States
Social/Environmental
539
iShares MSCI ACWI UCITS ETF USD (Acc) 0.08%
Equity
World
21,758
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.13%
Equity
World
Multi-Asset Strategy
64
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.56%
Equity
World
Covered Call
Alternative Investments
1,138
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.13%
Equity
United States
Social/Environmental
1,362
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.09%
Equity
World
Social/Environmental
491
UBS Core MSCI World UCITS ETF hEUR acc 0.09%
Equity
World
308
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.12%
Equity
United States
328
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.12%
Equity
United States
43,059
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.41%
Equity
United States
Multi-Factor Strategy
155
Vanguard FTSE Developed World UCITS ETF Distributing 0.08%
Equity
World
3,522
Amundi MSCI Millennials UCITS ETF Acc 1.41%
Equity
World
Social/Environmental
Millennials
30
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) 0.80%
Equity
United States
Dividend
550
UBS MSCI USA Socially Responsible UCITS ETF USD dis 0.53%
Equity
United States
Social/Environmental
Climate Change
719
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis 0.53%
Equity
United States
Social/Environmental
Climate Change
317
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.12%
Equity
North America
2,131
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.13%
Equity
North America
Social/Environmental
27
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0.02%
Equity
United States
Covered Call
Alternative Investments
225
iShares MSCI World SRI UCITS ETF USD (Dist) 0.38%
Equity
World
Social/Environmental
1,470
JPMorgan Active US Value UCITS ETF USD (dist) 0.60%
Equity
United States
Value
6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
86
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0.20%
Equity
World
Multi-Factor Strategy
0
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist) 2.14%
Equity
World
Health Care
Social/Environmental
509
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.04%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.08%
Equity
World
Multi-Asset Strategy
671
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.56%
Equity
World
Covered Call
Alternative Investments
73
Xtrackers MSCI World UCITS ETF 1D 0.11%
Equity
World
4,519
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.12%
Equity
United States
25,877
iShares MSCI World Screened UCITS ETF USD (Dist) 0.10%
Equity
World
Social/Environmental
957
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.08%
Equity
World
Social/Environmental
53
UBS Core MSCI USA UCITS ETF USD dis 0.12%
Equity
United States
1,191
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.08%
Equity
World
18,964
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.28%
Equity
North America
Social/Environmental
Climate Change
43
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.28%
Equity
World
Value
197
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
187
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.19%
Equity
World
Dividend
6,580
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.22%
Equity
World
Social/Environmental
975
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.12%
Equity
North America
2,500
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.11%
Equity
United States
Social/Environmental
943
iShares Core S&P 500 UCITS ETF USD (Dist) 0.12%
Equity
United States
17,546
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) 0.62%
Equity
United States
Value
112
iShares MSCI USA SRI UCITS ETF USD (Dist) 0.53%
Equity
United States
Social/Environmental
331
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.08%
Equity
World
Multi-Asset Strategy
88
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.13%
Equity
United States
Social/Environmental
Climate Change
2

Performance

Returns overview

YTD +7.29%
1 month +11.83%
3 months +6.34%
6 months +7.80%
1 year -13.08%
3 years -28.65%
5 years +18.83%
Since inception (MAX) +25.30%
2025 -16.24%
2024 -16.43%
2023 -10.76%
2022 +14.83%

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 35.83%
Volatility 3 years 28.54%
Volatility 5 years 27.41%
Return per risk 1 year -0.36
Return per risk 3 years -0.37
Return per risk 5 years 0.13
Maximum drawdown 1 year -43.91%
Maximum drawdown 3 years -53.56%
Maximum drawdown 5 years -57.23%
Maximum drawdown since inception -57.23%

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.