Invesco
INSU.L
IE0007UJ6IE0
Invesco Dow Jones US Insurance UCITS ETF Acc
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Analytics & Allocation

Detailed breakdown by growth drivers, valuation & quality, and asset allocation

Growth Drivers (Estimates)

Largest contributors to earnings and revenue growth

Balance Sheet & Financial Health

Aggregated leverage and valuation structure

Weighted P/E
9.93
Weighted Fwd P/E
10.54
Avg P/FCF
5.89
Avg FCF Yield
13.32%
Avg EV / EBITDA
8.47
Avg EV / Revenue
1.86
Avg Price-to-Book (P/B)
2.1
Avg Price-to-Sales (P/S)
1.51
Avg Dividend Yield
0.00%
P/E Compression (Trailing vs Fwd)
+6.16%
Avg Debt-to-Equity (D/E)
43.81%
<50% (80.8%) 50-150% (9.01%) >150% (10.14%) Unreported (0.05%)

Profitability Analysis

57 Holdings Count
Profitable 99.6%
Profitable 99.6%
55 Holdings Count (96.49%)
Unprofitable 0.4%
2 Holdings Count (3.51%)

ETF Concentration (Cumulative Weight)

Cumulative weight of positions (Lorenz curve)

High Concentration (Top-Heavy)
Top 5
45.9%
Top 10
66.8%
Top 25
90.2%
50% Threshold
Top 6
The top 10 holdings account for 66.8% of the total ETF. Performance is heavily driven by a few heavyweights. The steeper the curve initially rises, the more the largest positions dominate the fund volume.

Geographic Distribution

3 Countries
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0% (No exposure)
Tiers:
Low (0.1%+)
Med (20.5%+)
High (53.2%+)
Top (73.6%+)

Country Breakdown

Max: 81.81%
US US US
81.81%
CH CH CH
12.83%
BM BM BM
5.35%

Sector Distribution

2 Sector
Financial Services
99.21%
Healthcare
0.79%

Industry Distribution

7 Industries
Insurance - Property & Casualty
60.88%
Insurance - Life
19.80%
Insurance - Diversified
12.03%
Insurance - Specialty
3.29%
Asset Management
2.53%
Healthcare Plans
0.79%
Insurance Brokers
0.67%

Market Cap Distribution

57 Holdings Count
Large Cap (10B - 200B)
(21) 85.24%
Mid Cap (2B - 10B)
(22) 13.14%
Small / Micro Cap (< 2B)
(14) 1.62%
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