Overview of Winners and Losers in the DAX KW 22/2025
In calendar week 22 of the year 2025, the German stock market, particularly the DAX 40, was influenced by various factors that were highly relevant for private investors and savers.
Winners:
- Rheinmetall recorded the strongest performance in the DAX this week with +5.85%.
- Qiagen NV was also among the top winners with a price increase of +5.75%.
Losers:
- Porsche preferred shares lost the most in value with -3.78%.
- Heidelberg Materials followed closely behind with a decline of -3.66%.
- Sartorius preferred shares fell by -2.72%, Fresenius Medical Care by -2.19%.
Factors Influencing the Market
The week began positively for the DAX. On Tuesday, the mark of 24,000 points was exceeded for the first time. This development was supported by hopes for interest rate stability as well as solid corporate numbers and positive impulses from the global economy. Defense and industrial stocks were particularly sought after.
However, by the end of the week, there was a significant setback: US President Donald Trump announced tariffs of up to 50% on EU goods starting in June. This announcement led to a strong market reaction – particularly export values and technology stocks suffered from this escalation of the trade conflict. The DAX subsequently fell by about 1.85%, reached its lowest level in two weeks, and closed back below the mark of 24,000 points.
Trump justified the tariff increase with alleged trade imbalances between the USA and Europe. Analysts believe that this demand should be understood as a maximum demand; nonetheless, it is expected that tariffs may be higher than previously usual in the future. The EU is considering countermeasures; this creates a sensitive market sentiment.
Importance for Private Investors
The strong fluctuation of individual values in the DAX clearly shows the importance of careful selection in individual value investments in the German leading index – especially in light of geopolitical uncertainties such as the US-EU trade conflict.
In summary, it can be stated:
- The calendar week was characterized by a volatile development in the German stock market.
- Winners were primarily defense companies such as Rheinmetall and selected biotech stocks such as Qiagen.
- Losers came from the automotive sector (Porsche) as well as the construction materials industry (Heidelberg Materials).
- Geopolitical risks from impending US tariffs particularly burdened export-oriented companies.
These developments are relevant for investor strategies regarding risk management and portfolio diversification in times of global uncertainties in the stock market.