Global
Global Financial Technology 25 Dividend Yield
The LAPIS Global Financial Technology 25 Dividend Yield Analysis is composed of 25 worldwide best-known and leading companies that are responsible for the smooth functioning of the global financial markets. All companies in our equally weighted equity analysis have a market capitalization greater than USD 5 billion and 80% of them have paid uninterrupted and continuously increasing dividends over the last 5 years. Hence, a maximum of 20% of the companies included in our unique equity analysis do not apply a strict dividend pay-ment policy and have paid their regular dividends for less than 5 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
GlobalCurrency
USDLaunch Date
01/01/2012Rebalancing
Semi-annually: end of April and OctoberCalculation
DailyNAV
798.47Chart performance
Jan 1, 2025
Jan 1, 2026
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 9.07% | 37.13% | 6.44% | 45.38% | 22.80% | 7.66% | -19.24% | 17.91% | 17.67% | 10.67% | -10.06% | -5.42% | 8.93% | 15.69% |
| Benchmark | 8.15% | 23.07% | -8.20% | 28.40% | 16.50% | 22.35% | -17.73% | 24.42% | 19.19% | 21.60% | -3.47% | 19.39% | 17.27% | 11.93% |
Constituents
Country breakdown
- Country
- USA72.00%
- Others24.00%
Sector breakdown
- Sector
- Financials76.00%
- Industrials12.00%
- Others12.00%
Ratios
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend Yield | LAPIS Gl. Fin. Technology 50 DY | 1.57% | 1.39% | 1.62% | 1.43% | 1.26% | 1.60% | 2.09% | 1.59% | 1.45% | 1.53% |
| Global Benchmark | 2.49% | 2.32% | 2.73% | 2.36% | 1.82% | 1.67% | 2.28% | 1.97% | 1.73% | 1.58% | |
| Jensen Alpha | LAPIS Gl. Fin. Technology 50 DY | 0.70% | 11.00% | 15.30% | 12.70% | 4.90% | -13.50% | -1.10% | -5.20% | 2.40% | -8.00% |
| P/E | LAPIS Gl. Fin. Technology 50 DY | 25.11 | 29.96 | 25.14 | 31.91 | 35.97 | 28.92 | 24.59 | 27.97 | 28.33 | 21.94 |
| Global Benchmark | 21.91 | 21.47 | 15.64 | 20.60 | 33.22 | 23.17 | 16.70 | 20.22 | 22.00 |

