Nu Holdings
ISIN KYG6683N1034
|WKN A3C82G
Overview
Description
Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in George Town, Cayman Islands.
Cayman Islands
Chart
Financials
Key metrics
| Market capitalisation, EUR | 62,827.30 m |
| EPS, EUR | 0.30 |
| P/B ratio | 10.04 |
| P/E ratio | 45.26 |
| Dividend yield | 0.00% |
Income statement (2023)
| Revenue, EUR | 6,485.29 m |
| Net income, EUR | 953.22 m |
| Profit margin | 14.70% |
What ETF is Nu Holdings in?
There are 36 ETFs which contain Nu Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of Nu Holdings is the HANetf EMQQ Emerging Markets Internet UCITS ETF.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) | 0.09% | Equity United States Social/Environmental Climate Change | 579 | 0.12% | 757 | +22.12% | A3DQKK | IE000IIED424 |
| HANetf EMQQ Emerging Markets Internet UCITS ETF | 5.49% | Equity Emerging Markets Social/Environmental E-commerce | 74 | 0.86% | 137 | +9.23% | A2JR0G | IE00BFYN8Y92 |
| HSBC USA Sustainable Equity UCITS ETF USD | 0.02% | Equity United States Social/Environmental | 417 | 0.12% | 733 | +18.11% | A2PXVQ | IE00BKY40J65 |
| WisdomTree Blockchain UCITS ETF USD Acc | 3.53% | Equity World Social/Environmental Blockchain | 31 | 0.45% | 6 | +58.30% | A3DJ99 | IE000940RNE6 |
| Rize Digital Payments Economy UCITS ETF | 2.14% | Equity World Technology Digitalisation | 63 | 0.45% | 4 | +11.33% | A3CN9T | IE00BLRPRQ96 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.05% | Equity World | 2,646 | 0.20% | 2 | +20.48% | A3EC3H | IE0006VDD4K1 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.05% | Equity World | 3,686 | 0.22% | 12,633 | +19.06% | A2PKXG | IE00BK5BQT80 |
| JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.05% | Equity Emerging Markets Social/Environmental | 399 | 0.30% | 1,128 | +8.00% | A2DWM5 | IE00BF4G6Z54 |
| Invesco FTSE All-World UCITS ETF Acc | 0.05% | Equity World | 2,646 | 0.15% | 415 | +19.25% | A3D7QX | IE000716YHJ7 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.06% | Equity World Multi-Factor Strategy | 3,493 | 0.50% | 53 | +14.74% | WELT0B | IE000FPWSL69 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.05% | Equity World | 2,646 | 0.20% | 3 | +23.20% | A3EC3G | IE000UJC4MR1 |
| Amundi Russell 1000 Growth UCITS ETF Acc | 0.15% | Equity United States Growth | 391 | 0.19% | 673 | +27.24% | ETF201 | IE0005E8B9S4 |
| Amundi Prime All Country World UCITS ETF UCITS ETF Acc | 0.02% | Equity World | 1,783 | 0.07% | - | - | ETF151 | IE0003XJA0J9 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 0.08% | Equity North America Social/Environmental | 1,521 | 0.12% | 150 | +22.98% | A3DJRE | IE000O58J820 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.06% | Equity World | 2,078 | 0.12% | 2,730 | +20.34% | A2PLS9 | IE00BK5BQV03 |
| First Trust Emerging Markets AlphaDEX UCITS ETF Acc | 0.86% | Equity Emerging Markets Multi-Factor Strategy | 151 | 0.80% | 12 | +4.45% | A1T861 | IE00B8X9NX34 |
| Amundi Prime All Country World UCITS ETF UCITS ETF Dist | 0.02% | Equity World | 1,783 | 0.07% | 1,335 | - | ETF150 | IE0009HF1MK9 |
| iShares Russell 1000 Growth UCITS ETF USD (Acc) | 0.15% | Equity United States Growth | 371 | 0.18% | 164 | +27.41% | A3ECC1 | IE000NITTFF2 |
| JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.05% | Equity Emerging Markets Social/Environmental | 399 | 0.30% | 6 | +8.03% | A3CYEF | IE000Y4K4833 |
| Vanguard FTSE All-World UCITS ETF (USD) Distributing | 0.05% | Equity World | 3,686 | 0.22% | 13,988 | +18.62% | A1JX52 | IE00B3RBWM25 |
| WisdomTree Megatrends UCITS ETF USD | 0.65% | Equity World Social/Environmental Innovation | 646 | 0.50% | 46 | - | A3EYCN | IE0000902GT6 |
| HSBC USA Sustainable Equity UCITS ETF USD (Dist) | 0.02% | Equity United States Social/Environmental | 417 | 0.12% | 0 | +18.41% | A3DN5B | IE000YFGN231 |
| HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) | 0.02% | Equity World Social/Environmental | 820 | 0.18% | 60 | +17.45% | A3DQV2 | IE000ZGT8JM8 |
| Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF | 0.37% | Equity Emerging Markets Social/Environmental Climate Change | 658 | 0.20% | 33 | +9.75% | DBX0ST | IE000TZT8TI0 |
| Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged) | 0.09% | Equity United States Social/Environmental Climate Change | 579 | 0.15% | 10 | +20.99% | A3DQKM | IE000JCGTOP1 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.06% | Equity World Social/Environmental | 5,870 | 0.24% | 296 | +19.23% | A2QL8V | IE00BNG8L385 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.06% | Equity World | 2,078 | 0.12% | 2,815 | +19.75% | A12CX1 | IE00BKX55T58 |
| Vanguard FTSE North America UCITS ETF Distributing | 0.08% | Equity North America | 612 | 0.10% | 2,123 | +22.26% | A12CXY | IE00BKX55R35 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0.05% | Equity World | 2,646 | 0.20% | 1 | - | A3EKP3 | IE000SHR0UX9 |
| Amundi Prime Emerging Markets UCITS ETF DR (C) | 0.35% | Equity Emerging Markets | 1,403 | 0.10% | 29 | +10.04% | A3CM5D | LU2300295123 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.06% | Equity World Multi-Factor Strategy | 3,493 | 0.50% | 272 | +15.77% | WELT0A | IE0001UQQ933 |
| Vanguard FTSE North America UCITS ETF (USD) Accumulating | 0.08% | Equity North America | 612 | 0.10% | 1,210 | +22.61% | A2PLBJ | IE00BK5BQW10 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Distributing | 0.08% | Equity North America Social/Environmental | 1,521 | 0.12% | 21 | +22.84% | A3DJRF | IE000L2ZNB07 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.06% | Equity World Social/Environmental | 5,870 | 0.24% | 407 | +19.92% | A2QL8U | IE00BNG8L278 |
| HSBC Developed World Sustainable Equity UCITS ETF USD | 0.02% | Equity World Social/Environmental | 820 | 0.18% | 164 | +17.76% | A2PXVJ | IE00BKY59K37 |
| Invesco FTSE All-World UCITS ETF Dist | 0.05% | Equity World | 2,646 | 0.15% | 47 | +18.76% | A3D7QY | IE0000QLH0G6 |
Performance
Returns overview
| YTD | +71.98% |
| 1 month | +13.55% |
| 3 months | +23.27% |
| 6 months | +24.23% |
| 1 year | +85.93% |
| 3 years | - |
| 5 years | - |
| Since inception (MAX) | +39.50% |
| 2023 | +94.93% |
| 2022 | -51.73% |
| 2021 | - |
| 2020 | - |
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%.
Risk overview
| Volatility 1 year | 34.56% |
| Volatility 3 years | - |
| Volatility 5 years | - |
| Return per risk 1 year | 2.48 |
| Return per risk 3 years | - |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -19.87% |
| Maximum drawdown 3 years | - |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -69.22% |
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.