PBPH - ETF AI Analysis
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Portfolio Building Block World Pharma and Biotech Index ETF (PBPH)
Rating:69Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the past month and steady growth year-to-date, indicating positive recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Global Pharma and Biotech Exposure
Holdings spread across major markets like the U.S., Switzerland, Japan, and Europe provide international diversification within the healthcare space.
Negative Factors
Heavy Concentration in Top Stocks
A large portion of the portfolio is tied up in a few big names like Eli Lilly and Johnson & Johnson, increasing the impact if any of these companies stumble.
Sector Concentration Risk
With most assets in health care and very little outside this sector, the fund is highly sensitive to downturns in pharma and biotech.
Mixed Performance Among Key Holdings
Some major positions, such as Roche and AstraZeneca, have shown weak or negative performance this year, which can drag on overall returns.
PBPH vs. SPDR S&P 500 ETF (SPY)
AUM916.62M
RegionDeveloped Markets
Expense Ratio0.13%
Beta0.15
IssuerPortfolio Building Block
Inception DateNov 24, 2025
Dividend Yield0.09%
Asset ClassEquity
Index TrackedBITA Global Pharma and Biotech Select Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume421,307
30 Day Avg. Volume140,145
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
30.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PBPH Summary
PBPH is an exchange-traded fund 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 major pharma and biotech firms, giving you broad exposure to medicines, treatments, and life sciences innovation in one investment. Someone might invest in PBPH to seek long-term growth from new drugs and medical breakthroughs while staying diversified across many companies. However, this ETF is heavily tied to the healthcare sector, so its price can rise or fall sharply with changes in drug approvals, regulation, and healthcare trends.
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 essentially a bet on Big Pharma, with Eli Lilly sitting in the driver’s seat as a rising star that’s been powering recent gains. AbbVie and Novartis are also pulling their weight, adding steady momentum to the portfolio. On the flip side, Roche and AstraZeneca have been lagging, acting like a bit of a brake on performance, while Merck and Gilead show more mixed signals. The fund is heavily concentrated in global healthcare leaders, blending U.S. giants with European pharma names, giving investors a focused, worldwide pharma and biotech tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 15.79% | $147.36M | $1.11T | 49.34% | 72 Outperform | |
| Johnson & Johnson | 9.73% | $90.75M | $620.51B | 63.59% | 78 Outperform | |
| AbbVie | 6.90% | $64.35M | $438.16B | 31.33% | 66 Neutral | |
| Merck & Company | 4.80% | $44.79M | $306.33B | 48.16% | 80 Outperform | |
| Roche Holding AG | 4.54% | $42.33M | $326.17B | 31.29% | 73 Outperform | |
| Novartis AG | 4.42% | $41.23M | CHF227.43B | 27.44% | 80 Outperform | |
| Amgen | 4.39% | $40.98M | $194.54B | 21.45% | 77 Outperform | |
| AstraZeneca | 3.96% | $36.97M | $262.14B | 17.80% | 80 Outperform | |
| Gilead Sciences | 3.78% | $35.25M | $163.14B | 19.24% | 78 Outperform | |
| ― | 3.68% | $34.34M | ― | ― | ― |
PBPH Technical Analysis
Neutral
―
Price Trends
25.91
Positive
25.75
Positive
Market Momentum
0.35
Positive
51.28
Neutral
9.26
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBPH, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.77, equal to the 50-day MA of 25.91, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.35 indicates Positive momentum. The RSI at 51.28 is Neutral, neither overbought nor oversold. The STOCH value of 9.26 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PBPH.
PBPH Peer Comparison
Comparison Results
Performance Comparison
PBPH
Portfolio Building Block World Pharma and Biotech Index ETF
26.72
1.47
5.82%
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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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