Novartis AG

ISIN US66987V1098

WKN 907122

Market cap (in EUR)

276,427 m

Country

Switzerland

Sector

Healthcare

Dividend yield

1.98%

Overview

Quote

Description

Novartis AG is a holding company, which engages in the business of developing, manufacturing, and marketing healthcare products. Its product portfolio is heavily focused on innovative prescription medicines, especially oncology, immunology, neuroscience, and cardiovascular diseases, supplemented by established older brands and a wide range of specialized therapies. The company was founded on February 29, 1996 and is headquartered in Basel, Switzerland.

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Healthcare Biopharmaceuticals Other Biopharmaceuticals Switzerland

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Financials

Key metrics

Market capitalisation, EUR	276,427 m
EPS, EUR	6.09
P/B ratio	7.7
P/E ratio	22.0
Dividend yield	1.98%

Income statement (2025)

Revenue, EUR	48,586 m
Net income, EUR	12,459 m
Profit margin	25.64%

What ETF is Novartis AG in?

There are 2 ETFs which contain Novartis AG. All of these ETFs are listed in the table below. The ETF with the largest weighting of Novartis AG is the First Trust US Momentum UCITS ETF Class A USD ACC.

ETF	Weight	Investment focus	Fund size (in m EUR)
First Trust US Momentum UCITS ETF Class A USD ACC	2.12%	Equity United States Momentum	81
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	8

Performance

Returns overview

YTD	+12.69%
1 month	+5.62%
3 months	+0.58%
6 months	+9.71%
1 year	+29.16%
3 years	+56.50%
5 years	+72.91%
Since inception (MAX)	+65.36%
2025	+31.48%
2024	-1.11%
2023	+4.16%
2022	+16.57%

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).