Tag: Verteidigung

Leonardo S.p.A.
Industry
Italy

Valuation Analysis: Leonardo S.p.A.

Leonardo is one of the leading European defense groups. Record orders, rising margins, and higher NATO spending support the investment
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Aerospace & Defense
Industry
Italy

Stock: Leonardo

Leonardo benefits from the European defense boom through rising defense spending, record orders, and improved profitability.
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Aerospace & Defense
Industry
France

Stock: Dassault Aviation

Dassault Aviation is one of Europe’s leading aerospace companies. Record orders, strong fundamentals, and rising defense spending support long-term growth.
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Weekly Update

Weekly Market Overview – May 25–31, 2026

The UMBRELLA Strategy is placing a stronger emphasis on AI, technology, healthcare, and defense. Tesla remains the largest single position.
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Rheinmetall AG
Aerospace & Defense
Germany

Stock: Rheinmetall

Rheinmetall is among the leading European defense companies. A high order backlog and strong fundamentals are contrasted by weaker share
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