Everest Group Ltd. (EG)

EG · Financials · United States

Everest Group Ltd. (EG) is a company in the Financials sector, based in United States. The stock is held in 21 ETFs we track – with its largest weight of 0.19 % in XUFI (msci-usa-financials). Anyone holding one of these ETFs also owns a small indirect stake in Everest Group.

Above-average ETF coverage: 21 of the 95 ETFs we cover hold Everest Group, spread across 9 indices. That puts the stock in more ETFs than 85.2 % of the 4,334 stocks we cover.

Held in21 ETFs

Highest weight0.19 %

Indices9

SectorFinancials

CountryUnited States

ISINBMG3223R1088

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+11.3 %	1 year	+14.3 %
1 month	+3.5 %	3 months	+11.9 %
Calendar year 2025	-6.4 %

52W

Data note 3

Measured in euros, Everest Group returned +13.4 % year to date and +16.9 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-25.1 %

Volatility p.a.24.5 %

Data note 5

Below peak-7.2 %

The close on Sep 16, 2026 was 7.2 % below the highest close since Aug 12, 2024, reached on Oct 4, 2024.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
Arch Capital Group Ltd.	+0.85
Chubb Limited	+0.78
Markel Group Inc.	+0.76
Hartford Insurance Group Inc.	+0.73
Travelers Companies Inc.	+0.73
Cincinnati Financial Corporation	+0.72
Sandisk Corporation	-0.55
Teradyne Inc.	-0.54
Lam Research Corporation	-0.53

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue17.5 bn $

Net income1.6 bn $

Diluted EPS37.80 $

Net margin9.1 %

Return on equity10.3 %

Equity ratio24.7 %

Revenue growth+1.2 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	14.6	2.5	17.3 %
FY2024	17.3	1.4	7.9 %
FY2025	17.5	1.6	9.1 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUFI / XUFN	msci-usa-financials	0.19 %	€1.90
WVAL	msci-world-value	0.19 %	€1.90
XDEV	msci-world-value	0.10 %	€1.00
XDWF	msci-world-financials	0.10 %	€1.00
WFIN	msci-world-financials	0.10 %	€1.00
SWWD	msci-world	0.02 %	€0.20
WIMI	msci-world-imi	0.02 %	€0.20
SPYL / SPY5	sp500	0.02 %	€0.20
EUNL	msci-world	0.02 %	€0.20
SXR8	sp500	0.02 %	€0.20
SPPW	msci-world	0.02 %	€0.20
XDWD / XDWL	msci-world	0.02 %	€0.20
XD9U / XD9D	msci-usa	0.02 %	€0.20
SPYY	msci-acwi	0.01 %	€0.10
IUSQ	msci-acwi	0.01 %	€0.10
SPYI / SPSA	msci-acwi-imi	0.00 %	€0.00

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Everest Group as of the fund's latest holdings list.

Weight in EUNL since 2023

Sep 29, 2023Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Everest Group had a weight of 0.03 % on Sep 29, 2023 and 0.02 % on Sep 16, 2026. Its share peaked at 0.03 % on Sep 29, 2023. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Everest Group Ltd. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Everest Group — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Everest Group	+14.3 %	24.5 %	9.1 %	+1.2 %
American International Group	-0.4 %	23.4 %	11.6 %	-1.7 %
Citizens Financial Group	+30.7 %	30.6 %	112.0 %	+6.7 %
Capital One Financial Corp	-9.5 %	35.7 %	30.4 %	+36.3 %
Fidelity National Information Services	-44.5 %	30.3 %	3.6 %	+5.4 %
Fiserv	-62.7 %	48.9 %	16.4 %	+3.6 %
Global Payments	+2.6 %	40.0 %	18.2 %	-0.4 %
MetLife	+23.5 %	26.2 %	130.3 %	+8.5 %
M&T Bank Corporation	+15.7 %	25.7 %	172.1 %	+7.5 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.