Simon Property Group

ISIN US8288061091

 | 

WKN 916647

Market cap (in EUR)
51.936 m
Country
Verenigde Staten
Sector
Financiën
Dividend yield
4,63%
 

Overview

Quote

Description

Simon Property Group, Inc. is een zelfbestuurde en zelf beheerde vastgoedbeleggingsmaatschappij die zich bezighoudt met het eigendom, de ontwikkeling en het beheer van winkel-, eet-, amusements- en gemengde bestemmingen, die voornamelijk bestaan uit winkelcentra, Premium Outlets en de Mills. Het bedrijf werd in 1993 opgericht door Fred Simon, Herbert Simon en Melvin Simon en heeft zijn hoofdkantoor in Indianapolis, IN.
Show more Show less
Financiën Vastgoed Vastgoedbeleggingsinstellingen (REIT's) Verenigde Staten

Chart

Financials

Key metrics

Market capitalisation, EUR 51.936 m
EPS, EUR 5,00
P/B ratio 11,6
P/E ratio 32,7
Dividend yield 4,63%

Income statement (2025)

Revenue, EUR 5.642 m
Net income, EUR 4.102 m
Profit margin 72,71%

What ETF is Simon Property Group in?

There are 52 ETFs which contain Simon Property Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Simon Property Group is the iShares US Property Yield UCITS ETF.
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0,07%
Equity
World
7,045
UBS Core MSCI World UCITS ETF USD acc 0,07%
Equity
World
7,029
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 0,59%
Equity
United States
Multi-Factor Strategy
7
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0,14%
Equity
World
Social/Environmental
Climate Change
40
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,04%
Equity
World
Multi-Asset Strategy
922
VanEck Multi-Asset Conservative Allocation UCITS ETF 0,27%
Equity
World
Social/Environmental
Multi-Asset Strategy
20
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) 0,34%
Equity
United States
Fundamental/Quality
266
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,06%
Equity
World
30,471
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0,16%
Equity
United States
Social/Environmental
12,268
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0,10%
Equity
World
Social/Environmental
Climate Change
7
iShares MSCI North America UCITS ETF 0,10%
Equity
North America
1,173
UBS Core MSCI World UCITS ETF USD dis 0,07%
Equity
World
1,324
Vanguard FTSE Developed World UCITS ETF Acc 0,07%
Equity
World
4,884
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0,10%
Equity
United States
4
UBS Core MSCI World UCITS ETF hGBP dis 0,07%
Equity
World
87
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
36
VanEck Multi-Asset Balanced Allocation UCITS ETF 0,51%
Equity
World
Social/Environmental
Multi-Asset Strategy
37
iShares MSCI ACWI UCITS ETF USD (Acc) 0,06%
Equity
World
22,207
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,04%
Equity
World
Multi-Asset Strategy
69
iShares MSCI USA Screened UCITS ETF USD (Dist) 0,11%
Equity
United States
Social/Environmental
1,214
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,07%
Equity
World
Social/Environmental
464
iShares Developed Markets Property Yield UCITS ETF 3,65%
Real Estate
World
947
UBS Core MSCI World UCITS ETF hEUR acc 0,07%
Equity
World
408
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0,10%
Equity
United States
258
Vanguard S&P 500 UCITS ETF (USD) Distributing 0,11%
Equity
United States
39,449
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0,10%
Equity
United States
Multi-Factor Strategy
126
Vanguard FTSE Developed World UCITS ETF Distributing 0,07%
Equity
World
3,416
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0,10%
Equity
North America
2,125
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0,11%
Equity
North America
Social/Environmental
23
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,01%
Equity
World
Multi-Asset Strategy
93
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0,30%
Equity
World
Multi-Factor Strategy
0
iShares US Property Yield UCITS ETF 5,88%
Real Estate
United States
513
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
14
VanEck Multi-Asset Growth Allocation UCITS ETF 0,53%
Equity
World
Social/Environmental
Multi-Asset Strategy
31
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,03%
Equity
World
Multi-Asset Strategy
714
VanEck Global Real Estate UCITS ETF 4,72%
Real Estate
World
387
Xtrackers MSCI World UCITS ETF 1D 0,08%
Equity
World
4,130
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0,11%
Equity
United States
25,531
iShares MSCI World Screened UCITS ETF USD (Dist) 0,08%
Equity
World
Social/Environmental
970
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0,12%
Equity
World
Social/Environmental
Climate Change
112
UBS Core MSCI USA UCITS ETF USD dis 0,10%
Equity
United States
1,082
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,06%
Equity
World
18,777
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0,03%
Equity
North America
Social/Environmental
Climate Change
34
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0,31%
Equity
World
Value
264
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,01%
Equity
World
Multi-Asset Strategy
204
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist 3,22%
Real Estate
World
56
Vanguard FTSE North America UCITS ETF (USD) Distributing 0,10%
Equity
North America
2,428
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,02%
Equity
World
Social/Environmental
667
iShares Core S&P 500 UCITS ETF USD (Dist) 0,10%
Equity
United States
16,470
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) 0,71%
Equity
United States
Value
124
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,03%
Equity
World
Multi-Asset Strategy
90
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0,41%
Equity
United States
Social/Environmental
Climate Change
2

Performance

Returns overview

YTD -1.91%
1 month -7.80%
3 months -1.62%
6 months +0.40%
1 year +4.38%
3 years +65.32%
5 years +68.53%
Since inception (MAX) -12.75%
2025 -2.92%
2024 +26.97%
2023 +17.81%
2022 -21.09%

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).
Show more Show less

Risk overview

Volatility 1 year 26.44%
Volatility 3 years 23.45%
Volatility 5 years 25.74%
Return per risk 1 year 0.00
Return per risk 3 years 0.72
Return per risk 5 years 0.41
Maximum drawdown 1 year -18.27%
Maximum drawdown 3 years -28.46%
Maximum drawdown 5 years -40.80%
Maximum drawdown since inception -80.33%

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.