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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, earns a solid overall rating largely because many of its biggest positions—such as Merck, Novartis, AstraZeneca, Johnson & Johnson, and Gilead—show strong financial performance, positive earnings updates, and promising drug pipelines that support long-term growth. Some holdings, like AbbVie, Roche, Amgen, and Pfizer, add stability and opportunity but also bring concerns around high debt, valuation, or specific revenue and legal challenges, which slightly weigh on the fund’s rating. The main risk is that the ETF is heavily concentrated in the global pharma and biotech sector, so setbacks in drug development, regulation, or healthcare policy could affect many of its holdings at the same time.
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 a pure play on big global drugmakers, with nearly all its weight in large-cap pharma and biotech across the U.S. and Europe. Eli Lilly is a heavyweight in the portfolio but has been losing steam lately, acting more like a brake than an engine. In contrast, steadier giants like Johnson & Johnson, Merck, and Pfizer have been rising, helping to keep the fund on track. Roche and AbbVie are more mixed and occasionally drag, but the overall story is diversified, blue-chip healthcare rather than speculative biotech swings.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eli Lilly & Co12.32%$91.72M$855.09B7.62%
72
Outperform
Johnson & Johnson9.27%$69.02M$574.86B48.94%
78
Outperform
AbbVie5.94%$44.21M$368.65B20.81%
66
Neutral
AstraZeneca4.72%$35.16M$310.74B46.80%
80
Outperform
Merck & Company4.69%$34.95M$291.50B48.02%
80
Outperform
Novartis AG4.60%$34.24MCHF216.04B29.56%
80
Outperform
Roche Holding AG4.53%$33.70M$324.31B31.84%
73
Outperform
Gilead Sciences4.45%$33.11M$173.49B32.53%
78
Outperform
Amgen4.27%$31.81M$187.71B25.58%
77
Outperform
Pfizer3.95%$29.44M$154.67B22.94%
74
Outperform

PBPH Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
26.03
Negative
100DMA
200DMA
Market Momentum
MACD
-0.04
Negative
RSI
47.22
Neutral
STOCH
62.87
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PBPH, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.30, equal to the 50-day MA of 26.03, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.04 indicates Negative momentum. The RSI at 47.22 is Neutral, neither overbought nor oversold. The STOCH value of 62.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PBPH.

PBPH Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$748.36M0.13%
69
Neutral
$642.76M0.13%
71
Outperform
$386.54M0.49%
61
Neutral
$228.15M0.40%
55
Neutral
$204.68M0.68%
61
Neutral
$187.33M0.68%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PBPH
Portfolio Building Block World Pharma and Biotech Index ETF
25.43
0.18
0.71%
PBOG
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF
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GPZ
VanEck Alternative Asset Manager ETF
SNSR
Global X Internet of Things ETF
FINX
Global X Fintech 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.
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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