Did you imagine that in a year like this there were going to be actions up more than 50%? Passed. And they are not nvidia or goal.
The comings and goings in the commercial agreements and the fears of a new war of tariffs have generated very strong movements in the markets. In fact, the S&P 500 fell more than 21%. After the rebound, it is now 7.5% below its historical maximums:
However, even in complicated years there are always companies that stand out and manage to differentiate themselves from the market in general.
Next, we present a ranking with the 7 shares of the S&P 500 with better performance so far from 2025. Recall that the index (SPX) accumulates a 5%drop.
1) Palantir Technologies (PLT) – Return 2025: +56.6%
Palantir is a data analysis software company that works with governments and companies. He stood out for his approach to artificial intelligence and large government contracts.
2) CVS Health Corp (CVS) – Return 2025: +48.6%
CVS is the enormous chain of pharmacies and health insurance in the United States. This year he achieved surprising resurgence: after a difficult 2024, he presented strong financial results and a renewed strategy in medical care.
3) Philip Morris International (PM) – Return 2025: +42.4%
Philip Morris, the tobacco behind Marlboro, proved to be an infallible defensive value. Despite economic volatility, the demand for their tobacco products remained firm and its new bets on smokeless devices (as IQOS) gained ground.
4) Newmont Corp (NEM) – Return 2025: +41.5%
Newmont is the largest gold mining company in the world. It accumulates an incredible year thanks to the jump in the price of gold, since many investors sought refuge in precious metals against commercial uncertainty.
5) Verisign Inc (VRSN) – Return 2025: +36.3%
Verisign is the company that manages .com and .NET domains on the Internet, an almost monopoly business with very stable income. This year he stood out because he knew how to grow even with the economy staggering: his “tariff -proof” model (web domains continue to renew whatever happens).
6) Uber Technologies (Uber) – Return 2025: +34.3%
Uber, the transport and deliveries app, finally found the direction of profitability. In 2025 he wore a strong increase in the demand for travel and distributions and, after years of losses, achieved sustained gains quarter to quarter.
7) CENCORA INC (COR) – RETURN 2025: +30.3%
Cencora, formerly known as Amerisourcebergen, is dedicated to the distribution of large -scale medicines. This year it stood out for the strong demand for specialized drugs and efficient management that allowed him to even raise his gain forecasts by 2025.
The diversity of sectors present in the ranking is striking. Three of the seven are technology companies (Palantir, Verisign and Uber) that benefited from trends such as artificial intelligence, digital economy and change in consumption habits. But next to them appear health giants (CVS and Cencora), a defensive consumption company (Philip Morris in tobacco) and a gold mining company (Newmont).
This shows that the winners of the year come from very different items: from traditional businesses that provide stability, to innovative companies that grow taking advantage of new opportunities.
In conclusion, although 2025 has been an incredibly volatile and uncertain year, these companies have demonstrated the importance of diversification. And that is key: not the whole market falls or rises at the same time. There are always opportunities (and threats).
The problem is that this year you can’t sleep. We must be prepared for more volatility: uncertainty for Trump’s tariffs and its impact on the global economy will surely continue to generate dangerous movements. GENERAL RECOMMENDATION: Take the belt on.
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Note: The material contained in this note should not be interpreted under any point of view as an investment council or recommendation for the purchase or sale of a particular asset. This content has only educational ends and represents only an opinion of the author. In all cases it is advisable to advise with a professional before investing.
Source: Ambito
David William is a talented author who has made a name for himself in the world of writing. He is a professional author who writes on a wide range of topics, from general interest to opinion news. David is currently working as a writer at 24 hours worlds where he brings his unique perspective and in-depth research to his articles, making them both informative and engaging.
