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PBPH - ETF AI Analysis

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PBPH

Portfolio Building Block World Pharma and Biotech Index ETF (PBPH)

Rating:69Neutral
Price Target:
PBPH, the Portfolio Building Block World Pharma and Biotech Index ETF, has a solid overall rating driven mainly by large positions in strong global drugmakers like Eli Lilly, Johnson & Johnson, Merck, Novartis, AstraZeneca, and Gilead, which all benefit from healthy financial performance, positive earnings calls, and promising drug pipelines. Some holdings face headwinds such as high debt, rich valuations, or slowing revenue in certain areas (for example at AbbVie, Amgen, and Pfizer), which slightly weigh on the fund’s appeal. The main risk is its heavy concentration in the global pharma and biotech sector, meaning the ETF’s performance is closely tied to industry-specific trends, regulation, and drug development outcomes.
Positive Factors
Established Pharma Leaders at the Top
The fund’s largest positions are in well-known, financially solid pharmaceutical companies, which can provide stability and steady growth potential.
Global Health Care Exposure
Holdings spread across the U.S., Europe, and other developed markets give investors access to a broad range of global drugmakers rather than relying on a single country.
Low Expense Ratio
The fund charges relatively low ongoing fees, which helps more of any future gains stay in investors’ pockets over time.
Negative Factors
Heavy Concentration in Health Care
With almost all assets in the health care sector, the ETF is highly sensitive to industry-specific risks such as regulatory changes, drug pricing pressures, and patent issues.
Weak Recent Performance
The ETF has shown negative returns over the past month and year-to-date, indicating recent performance has been soft.
Top Holding Under Pressure
The largest position in the fund has been a weak performer so far this year, which can drag on overall returns given its sizable weight in the portfolio.

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

PBPH Summary

PBPH is an ETF that follows the BITA Global Pharma and Biotech Select Index, focusing on drugmakers and biotech companies around the world. It mainly holds large healthcare names like Eli Lilly and Johnson & Johnson, along with other big pharma and biotech firms, giving investors a simple way to invest in the growth of new medicines and treatments while staying diversified across many companies and countries. Someone might invest in PBPH to tap into long-term healthcare and biotech innovation. However, because it is heavily focused on pharma and biotech stocks, its price can rise and fall sharply with news about drugs, regulations, and the broader market.
How much will it cost me?The Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) has an expense ratio of 0.13%, meaning you’ll pay $1.30 per year for every $1,000 invested. This is lower than average because it is a passively managed fund that tracks an index, which typically keeps costs down.
What would affect this ETF?The PBPH ETF could benefit from increased global healthcare spending, advancements in biotechnology, and demand for innovative treatments, especially as its top holdings include leading pharmaceutical companies like Eli Lilly and Johnson & Johnson. However, it may face challenges from regulatory changes, patent expirations, or economic downturns that could reduce healthcare budgets and impact the performance of its holdings. Additionally, its focus on developed markets may limit exposure to growth opportunities in emerging economies.

PBPH Top 10 Holdings

PBPH is riding on the shoulders of a few pharma heavyweights, with Eli Lilly clearly in the driver’s seat as its rising share price does much of the heavy lifting for the fund. Merck is also pulling its weight, adding steady momentum. On the flip side, Gilead and Pfizer have been lagging lately, acting more like a brake than an engine. The ETF is heavily concentrated in global big pharma and biotech, with a mix of U.S. and European giants, so performance is tightly tied to the fortunes of this specialized healthcare cluster.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eli Lilly & Co15.09%$121.14M$1.03T43.01%
72
Outperform
Johnson & Johnson9.06%$72.76M$549.78B52.85%
78
Outperform
AbbVie6.28%$50.43M$382.49B25.17%
66
Neutral
Novartis AG4.62%$37.09MCHF215.97B26.50%
80
Outperform
Roche Holding AG4.60%$36.94M$315.55B23.56%
73
Outperform
Merck & Company4.58%$36.77M$281.24B44.06%
80
Outperform
AstraZeneca4.24%$34.02M$271.40B27.54%
80
Outperform
Amgen4.21%$33.84M$182.21B26.53%
77
Outperform
Gilead Sciences3.98%$31.93M$153.66B17.59%
78
Outperform
Pfizer3.78%$30.37M$143.68B4.37%
74
Outperform

PBPH Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
25.31
Positive
100DMA
25.69
Positive
200DMA
Market Momentum
MACD
0.11
Positive
RSI
56.17
Neutral
STOCH
43.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBPH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.58, equal to the 50-day MA of 25.31, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 56.17 is Neutral, neither overbought nor oversold. The STOCH value of 43.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PBPH.

PBPH Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$798.47M0.13%
69
Neutral
$490.66M0.13%
70
Outperform
$398.62M0.49%
62
Neutral
$244.00M0.68%
60
Neutral
$241.02M0.40%
54
Neutral
$175.10M0.68%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PBPH
Portfolio Building Block World Pharma and Biotech Index ETF
25.91
0.66
2.61%
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SNSR
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VanEck Alternative Asset Manager ETF
FINX
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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.
DisclaimerThis 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: ―
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