Jackson Financial

ISIN US46817M1071

 | 

WKN A3CY1L

Market cap (in EUR)
6,371 m
Country
United States
Sector
Finance
Dividend yield
2.92%
 

Overview

Quote

Advertisement
InteractiveInvestorGet £100 worth of free trades: Open an ISA or Trading account with ii and make smarter decisions for your future now. Learn more
Capital at risk. Terms & fees apply.

Description

Jackson Financial, Inc. operates as an investment holding company. The firm operates through the following segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and immediate payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts, funding agreements consisting of agreements issued in conjunction with its participation in the U.S. federal home loan bank program, and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. This segment also provides a block of group payout annuities. The firm also offers investment management services. The company was founded in 1961 and is headquartered in Lansing, MI.
Show more Show less
Finance Insurance United States

Chart

Financials

Key metrics

Market capitalisation, EUR 6,371 m
EPS, EUR 6.55
P/B ratio 0.8
P/E ratio 15.2
Dividend yield 2.92%

Income statement (2024)

Revenue, EUR 3,024 m
Net income, EUR 875 m
Profit margin 28.92%

What ETF is Jackson Financial in?

There are 38 ETFs which contain Jackson Financial. All of these ETFs are listed in the table below. The ETF with the largest weighting of Jackson Financial is the Amundi S&P SmallCap 600 Screened UCITS ETF Dist.
ETF Weight Investment focus Fund size (in m EUR)
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.12%
Equity
United States
Small Cap
54
Amundi MSCI World IMI Value Advanced UCITS ETF Acc 0.08%
Equity
World
Value
Climate Change
2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.02%
Equity
United States
Multi-Factor Strategy
9
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.02%
Equity
World
Small Cap
Climate Change
3
Xtrackers Portfolio UCITS ETF 1C 0.01%
Equity
World
Multi-Asset Strategy
672
Xtrackers MSCI World Small Cap UCITS ETF 1D Distribution 0.16%
Equity
World
Small Cap
2
iShares S&P SmallCap 600 UCITS ETF 0.47%
Equity
United States
Small Cap
1,749
L&G Russell 2000 US Small Cap Quality UCITS ETF 0.24%
Equity
United States
Small Cap
174
Fidelity Global Quality Value UCITS ETF ACC-USD 0.26%
Equity
World
Multi-Factor Strategy
4
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.12%
Equity
United States
Small Cap
180
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.02%
Equity
United States
Multi-Factor Strategy
29
Invesco Global Buyback Achievers UCITS ETF 0.15%
Equity
World
Buyback
126
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.00%
Equity
World
Multi-Factor Strategy
149
UBS MSCI USA Small Cap Selection UCITS ETF USD acc 0.26%
Equity
United States
Small Cap
263
iShares MSCI World Small Cap UCITS ETF 0.04%
Equity
World
Small Cap
6,322
SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.08%
Equity
World
Small Cap
25
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
North America
Social/Environmental
307
SPDR Russell 2000 US Small Cap UCITS ETF 0.25%
Equity
United States
Small Cap
3,949
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C Capitalisation 0.12%
Equity
World
Small Cap
8
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0.13%
Equity
United States
Small Cap
45
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.02%
Equity
United States
Multi-Factor Strategy
95
SPDR MSCI World Small Cap UCITS ETF 0.08%
Equity
World
Small Cap
1,412
iShares Ageing Population UCITS ETF 0.58%
Equity
World
Health Care
Social/Environmental
Ageing Population
561
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.01%
Equity
World
Social/Environmental
491
Xtrackers Russell 2000 UCITS ETF 1C 0.26%
Equity
United States
Small Cap
1,859
First Trust US IPO Index UCITS ETF Acc 0.31%
Equity
United States
IPO
12
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.02%
Equity
United States
Multi-Factor Strategy
31
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.13%
Equity
United States
Small Cap
1,813
Xtrackers MSCI World Small Cap UCITS ETF 1C Capitalisation 0.16%
Equity
World
Small Cap
66
Invesco FTSE RAFI US 1000 UCITS ETF 0.05%
Equity
United States
Fundamental/Quality
578
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.00%
Equity
World
Multi-Factor Strategy
797
SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.49%
Equity
United States
Small Cap
711
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.01%
Equity
North America
Social/Environmental
27
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 0.18%
Equity
World
Small Cap
123
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
World
Social/Environmental
732
Amundi S&P SmallCap 600 Screened UCITS ETF Dist 0.70%
Equity
United States
Small Cap
101
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0.13%
Equity
United States
Small Cap
25
Fidelity US Quality Value UCITS ETF ACC-USD 0.63%
Equity
United States
Multi-Factor Strategy
1

Performance

Returns overview

YTD +5.16%
1 month +13.88%
3 months +11.43%
6 months +29.69%
1 year +16.71%
3 years +180.96%
5 years -
Since inception (MAX) +323.99%
2025 +14.50%
2024 +70.76%
2023 +38.55%
2022 -4.84%

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 38.35%
Volatility 3 years 39.83%
Volatility 5 years -
Return per risk 1 year 0.44
Return per risk 3 years 1.03
Return per risk 5 years -
Maximum drawdown 1 year -30.57%
Maximum drawdown 3 years -45.10%
Maximum drawdown 5 years -
Maximum drawdown since inception -45.10%

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.