NULG - ETF AI Analysis

Top Page

Nuveen ESG Large-Cap Growth ETF (NULG)

Rating:72Outperform

Price Target:―

The Nuveen ESG Large-Cap Growth ETF (NULG) benefits significantly from its top holding, Nvidia (NVDA), which contributes positively due to its strong financial performance and strategic focus on AI and data center expansion, despite some valuation concerns. Broadcom (AVGO) also adds strength with its robust growth in AI semiconductors and infrastructure software. However, weaker holdings like Oracle (ORCL), which faces challenges such as high leverage and bearish technical trends, slightly weigh down the overall rating. A potential risk for the ETF is its concentration in high-valuation stocks, which could be vulnerable to market corrections.

Positive Factors

Strong Top Holdings

Several key holdings, such as Nvidia, Broadcom, and AMD, have shown strong year-to-date performance, driving the ETF's overall returns.

Low Expense Ratio

The ETF has a relatively low expense ratio, making it cost-effective compared to many other funds.

Technology Sector Strength

With over half of the portfolio in technology, the ETF benefits from exposure to a sector that has performed well recently.

Negative Factors

High Sector Concentration

The ETF is heavily weighted toward technology, which increases risk if the sector faces a downturn.

Limited Geographic Diversification

The fund is almost entirely focused on U.S. companies, offering little exposure to international markets.

Underperforming Holding

ServiceNow, one of the top holdings, has shown negative year-to-date performance, which could weigh on overall returns.

NULG vs. SPDR S&P 500 ETF (SPY)

AUM1.96B

RegionNorth America

Expense Ratio0.26%

Beta1.22

IssuerNuveen

Inception DateDec 13, 2016

Dividend Yield0.11%

Asset ClassEquity

Index TrackedMSCI Nuveen ESG USA Large Cap Growth

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume78,020

30 Day Avg. Volume77,828

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

122.11

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering67

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

NULG Summary

The Nuveen ESG Large-Cap Growth ETF (NULG) is an investment fund that focuses on large U.S. companies with strong growth potential and high standards in environmental, social, and governance (ESG) practices. It includes well-known companies like Nvidia and Broadcom, and it primarily invests in technology, consumer cyclical, and industrial sectors. This ETF is a good choice for investors who want to support ethical business practices while aiming for long-term growth. However, since it is heavily invested in technology stocks, its performance can be significantly affected by changes in the tech industry or broader market trends.

How much will it cost me?The Nuveen ESG Large-Cap Growth ETF (NULG) has an expense ratio of 0.26%, which means you’ll pay $2.60 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on ESG criteria and large-cap growth stocks, which require additional research and screening.

What would affect this ETF?NULG's heavy exposure to the technology sector and top holdings like Nvidia and Broadcom could benefit from continued innovation and demand for advanced technologies, especially in areas like AI and cloud computing. However, rising interest rates or economic slowdowns may negatively impact growth-focused companies, and regulatory changes targeting tech giants could pose risks. The ETF's ESG focus aligns with the growing trend toward sustainable investing, which could attract more investors over time.

NULG Top 10 Holdings

The Nuveen ESG Large-Cap Growth ETF (NULG) leans heavily into technology, with Nvidia and Broadcom leading the charge thanks to their focus on AI and data center innovation. Nvidia’s recent performance has been mixed, but its long-term growth story remains intact, while Broadcom’s steady gains reflect its robust cash generation and AI-driven strategy. On the flip side, Oracle and Costco are holding the fund back, with bearish trends and valuation concerns weighing on their outlook. With over half of the fund concentrated in tech and a U.S.-centric portfolio, NULG is riding the wave of innovation but faces sector-specific risks.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	16.47%	$323.03M	$4.58T	34.79%	76 Outperform
AVGO	Broadcom	6.47%	$126.86M	$1.66T	42.74%	76 Outperform
LLY	Eli Lilly & Co	3.38%	$66.30M	$1.02T	35.62%	72 Outperform
V	Visa	3.33%	$65.25M	$679.11B	10.67%	70 Outperform
MA	Mastercard	2.94%	$57.74M	$520.34B	8.08%	75 Outperform
ORCL	Oracle	2.22%	$43.52M	$567.41B	15.03%	66 Neutral
AMD	Advanced Micro Devices	2.21%	$43.27M	$350.09B	71.95%	73 Outperform
LRCX	Lam Research	2.13%	$41.78M	$222.73B	139.67%	77 Outperform
GEV	GE Vernova Inc.	2.07%	$40.49M	$181.06B	94.51%	69 Neutral
COST	Costco	2.04%	$39.94M	$386.99B	-8.81%	72 Outperform

NULG Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

98.49

Positive

100DMA

98.45

Positive

200DMA

92.40

Positive

Market Momentum

MACD

-0.03

Negative

RSI

55.57

Neutral

STOCH

83.42

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NULG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 97.98, equal to the 50-day MA of 98.49, and equal to the 200-day MA of 92.40, indicating a bullish trend. The MACD of -0.03 indicates Negative momentum. The RSI at 55.57 is Neutral, neither overbought nor oversold. The STOCH value of 83.42 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NULG.

NULG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NULG	―	―	$1.96B	0.26%	―
JGRO	―	―	$8.62B	0.44%	―
FELG	―	―	$4.79B	0.18%	―
COWG	―	―	$2.48B	0.49%	―
QGRW	―	―	$2.15B	0.28%	―
RPG	―	―	$1.61B	0.35%	―

Performance Comparison

NULG

Nuveen ESG Large-Cap Growth ETF

99.12

11.98

13.75%

JGRO

JPMorgan Active Growth ETF

―

FELG

Fidelity Enhanced Large Cap Growth ETF

―

COWG

Pacer US Large Cap Cash Cows Growth Leaders ETF

―

QGRW

WisdomTree U.S. Quality Growth Fund

―

RPG

Invesco S&P 500 Pure Growth ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

Table of Contents