Stock Snapshot
| Table Header | Table Header |
|---|---|
| Company | Eli Lilly and Company |
| Sector | Healthcare |
| Theme | Pharmaceuticals & Biotechnology |
| Business Model | Development and commercialization of innovative medicines focusing on diabetes, obesity, and oncology |
| ISIN | US5324571083 |
| Market Capitalization | approx. USD 1.11 trillion |
| UMBRELLA Status | Active |
UMBRELLA History
The key milestones of Eli Lilly and Company within the UMBRELLA Strategy.
Healthcare concentration reduced
Weighting reduced from approx. 12.9% to 12.0%
Weighting reduced toward 9%
Eli Lilly position increased again
Eli Lilly position partially reduced
Latest Developments
Eli Lilly position partially reduced
The Eli Lilly position was partially reduced following positive share price performance. The reported sales performance ranged from +10.2% to +10.5%. With a weighting of approximately 16%, Eli Lilly remained the largest holding in the UMBRELLA Strategy.
Eli Lilly position increased again
Following previous reductions, the Eli Lilly position was increased, strengthening the UMBRELLA Strategy's exposure to the pharmaceutical sector.
Weighting reduced toward 9%
The fundamental assessment remained positive. The reduction was primarily driven by the decision to lower the portfolio’s high healthcare concentration in favor of technology and semiconductor stocks.
Weighting reduced from approx. 12.9% to 12.0%
Healthcare concentration reduced
The position was further reduced as part of the portfolio rotation.
First profit-taking
Following strong performance, part of the position was sold.
