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European Rearmament Index
By Hilda BergströmMade 3 May 20269 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
An index of European listed defence primes and their key suppliers, weighted toward companies with domestic order books rather than export dependence. Ammunition, air defence, armoured vehicles and military aerospace.
- How much of each
- Bigger companies get a bigger share
- Most in one company
- 18%
- Refreshed
- Every 6 months · next 3 Nov 2026
What’s inside
9 companies. The biggest is Rheinmetall at 18.0%. No company can be more than 18%.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
