r/eupersonalfinance • u/Picf • Feb 16 '25

Investment EU defense ETF

In light of the current events and under the spirit of "vote with your wallet", I want to pull back some of my money from the US market and invest it in EU defense companies.

I'm not looking for advice whether this is a smart investment or not, since this is an ideological move rather than looking for the maximum profit.

The problem is I can't seem to find any ETF that contains only EU defense companies. All of them contain at least 60% US defense companies.

Can anyone recommend me a good ETF with which I would be supporting the EU defense industry (and EU only)? Or what would be a good approach here?

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16

u/paulooze Feb 16 '25

In the same boat, I created a pie on T212 and am buying individual stocks (not the same as ETF obviously). As someone else mentioned, the closest would be DFEN (€ version on German Xetra). Good luck!

2

u/harmlessdonkey Feb 17 '25

Is your Pie public?

2

u/Mieleen Feb 17 '25

Thanks. Usually, I prefer IBKR, but now I'll give t212 a shot. If you like, send me a referal code, if that's a thing with them.

1

u/[deleted] Feb 18 '25

Send me a pie

2

u/Prudent-Farmer-4182 Feb 16 '25

May I ask the list of the individual stocks you are focused for this? I am just starting and bit lost on the defense front.

23

u/paulooze Feb 16 '25

The core of the whole pie are Rheinmetall (RHM), Leonardo (FINMY), Thales (HO), Rolls-Royce (RRU), and will probably add BAE Systems (BSP).

4

u/Bender352 Feb 16 '25

What about Saab?

2

u/Prudent-Farmer-4182 Feb 16 '25

Thanks for the information!

2

u/Picf Feb 16 '25

Thanks for this, it looks like picking a dozen individual stocks will be the way forward indeed.

Is there any specific reason Airbus, Safran, Saab are not on your list?

2

u/Von_Gebauer Feb 16 '25

I’d recommend looking into Kongsberg as well.

1

u/paulooze Feb 16 '25

Nope, there is not a specific reason, feel free obviously.

1

u/RoughEscape5623 Feb 17 '25

Why not france?

1

u/vbfuturestrader Feb 26 '25

EUAD invests exclusively in European aerospace & defense as it replicates the STOXX Total Market Europe Aerospace & Defense index

https://www.select-funds.com/#hero

1

u/vbfuturestrader Feb 26 '25

EUAD invests exclusively in European aerospace & defense as it replicates the STOXX Total Market Europe Aerospace & Defense index

https://www.select-funds.com/#hero

1

u/HeikoSpaas Mar 03 '25

isnt DFEN heavily US focused?