Nu Holdings Ltd. logo

NU: Nu Holdings Ltd.

Stock

About

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in George Town, Cayman Islands.

Year Founded
2016
Employees
7,686
Sector
Financials
HQ Location
Sao Paulo, undefined

Current Value

$12.04

1 Year Return

$3.84
46.83%

Key Details

Market Cap

$56.99B

P/E Ratio

32.24

1Y Stock Return

46.70%

1Y Revenue Growth

64.40%

Dividend Yield

0.00%

Price to Book

7.5

Strategies that include
NU

Medium risk

$1,100

0.00%

U.S. Equity Factor Rotation

growth
balanced
growth income

Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.

Top Sector

Information Technology

Top Holdings

NVIDIA Corp logo
Microsoft Corporation logo
Apple Inc logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+17.51%

Expense Ratio

0.00%

Holdings

70

High risk

$1,000

3.03%

Sequoia Capital Investments

speculation
maximum growth

Sequoia Capital is considered by many to be the worlds best venture capital firm. This Strategy comprises of all the eligible stocks that they've invested in. We've equally weighted the strategy.

Top Sector

Information Technology

Top Holdings

HubSpot Inc logo
Unity Software Inc logo
Reddit Inc. - Ordinary Shares - Class A logo
Okta Inc - Ordinary Shares - Class A logo
Confluent Inc - Ordinary Shares Class A logo

Return

+18.54%

Expense Ratio

0.00%

Holdings

33

Medium risk

$13,000

0.13%

US 1000

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

Top Sector

Information Technology

Top Holdings

Apple Inc logo
NVIDIA Corp logo
Microsoft Corporation logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+19.77%

Expense Ratio

0.00%

Holdings

391

Medium risk

$33,000

0.07%

US 1000

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

Top Sector

Information Technology

Top Holdings

Apple Inc logo
NVIDIA Corp logo
Microsoft Corporation logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+15.84%

Expense Ratio

0.00%

Holdings

994

Create your own
strategy with

NU
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¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

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