Stock Snapshot
| Table Header | Table Header |
|---|---|
| Company | Bayer AG |
| Sector | Healthcare |
| Theme | Pharma & Life Science |
| Business Model | Development and commercialization of pharmaceuticals as well as solutions for agriculture and crop protection |
| ISIN | DE000BAY0017 |
| Market Capitalization | approx. EUR 43.2 billion |
| UMBRELLA Status | Active |
UMBRELLA History
The key milestones of Bayer AG within the UMBRELLA Strategy.
Added to the UMBRELLA Strategy
Roundup risk in focus
Technical Picture Weakens
Position Fully Closed
Latest Developments
Position Fully Closed
The remaining Bayer position was fully sold at EUR 43.00. The reported performance of the sales was −5.1%, marking the end of the current UMBRELLA holding period.
Position significantly reduced
The Bayer weighting was significantly reduced following continued share price weakness. The capital released was used, among other things, to increase the SpaceX position.
Position further reduced
As part of the portfolio rotation, the Bayer weighting was reduced further, freeing up capital to increase technology positions.
Position Reduced
The Bayer weighting was reduced in response to the weaker technical picture. Bayer remained part of the strategy.
Technical Picture Weakens
The technical picture weakened after Bayer fell below the important EUR 50 level. Fundamental news flow, however, remained positive.
Position Increased Again
An improved technical setup and increasing relative strength led to a moderate increase in Bayer's weighting.
Roundup risk in focus
Ahead of an important U.S. court hearing, Roundup-related legal risks returned to focus. At the same time, Bayer shares approached the EUR 50 mark.
Position reduced for the first time
Following the positive share price performance, the Bayer position was partially reduced. The fundamental assessment remained positive.
Position gradually increased
Following its addition, the Bayer position was gradually increased as the positive fundamental and technical assessment continued to be confirmed.
Added to the UMBRELLA Strategy
Bayer was added to the UMBRELLA Strategy, supported by positive fundamental and technical risk-reward profile.
