Iberdrola SA

ISIN ES0144580Y14

 | 

WKN A0M46B

Marktkapitalisatie (in EUR)
131,913 m
Land
Spain
Sector
Utilities
Dividendrendement
2.75%
 

Overzicht

Koers

Beschrijving

Iberdrola SA is a holding company, which engages in the generation, distribution, trading, and marketing of electricity. It operates through the following businesses: Networks, Liberalized, Renewables and Other Businesses. The Networks business engages in the transmission and distribution of energy businesses, as well as those of any other regulated nature, originating in Spain, the United Kingdom, the United States and Brazil. The Liberalized business includes wholesale and retail of electricity in Spain, Portugal, the United Kingdom, Mexico and Continental Europe. The Renewables business involves the generation of electricity from renewable energy sources worldwide. The Other Businesses segment consists of group's supply and gas storage up to the moment of sale and other non-energy businesses. The company was founded by Juan de Urrutia in 1901 and is headquartered in Bilbao, Spain.
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Utilities Energy Utilities Spain

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 131,913 m
WPA, EUR 0.86
KBV 2.6
K/W 22.6
Dividendrendement 2.75%

Income statement (2024)

Omzet, EUR 44,324 m
Netto-inkomen, EUR 5,631 m
Winstmarge 12.70%

What ETF is Iberdrola SA in?

There are 66 ETFs which contain Iberdrola SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Iberdrola SA is the iShares STOXX Europe 600 Utilities UCITS ETF (DE).
ETF Weging Investeringsfocus Fondsgrootte (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF 2.21%
Equity
World
Dividend
6,459
UBS Core MSCI World UCITS ETF USD acc 0.16%
Equity
World
7,134
iShares MSCI World UCITS ETF (Dist) 0.16%
Equity
World
7,394
iShares Global Clean Energy Transition UCITS ETF USD (Dist) 6.24%
Equity
World
Utilities
Social/Environmental
Clean Energy
2,543
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.07%
Equity
World
Multi-Asset Strategy
932
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist 2.40%
Equity
Europe
Social/Environmental
Climate Change
127
Xtrackers Spanish Equity UCITS ETF 1D 16.56%
Equity
Spain
311
Xtrackers MSCI EMU UCITS ETF 1D 1.90%
Equity
Europe
1,968
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.15%
Equity
World
29,930
UBS Core MSCI World UCITS ETF USD dis 0.16%
Equity
World
1,348
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.37%
Equity
World
Dividend
1,819
Vanguard FTSE Developed World UCITS ETF Acc 0.17%
Equity
World
4,990
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.13%
Equity
World
Social/Environmental
1,829
UBS Core MSCI World UCITS ETF hGBP dis 0.16%
Equity
World
94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
36
Xtrackers EURO STOXX 50 UCITS ETF 1D 2.72%
Equity
Europe
5,799
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 1.91%
Equity
Europe
Social/Environmental
5
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist) 2.58%
Equity
Europe
Social/Environmental
489
UBS Core MSCI EMU UCITS ETF EUR dis 1.88%
Equity
Europe
1,733
iShares MSCI ACWI UCITS ETF USD (Acc) 0.15%
Equity
World
22,814
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.07%
Equity
World
Multi-Asset Strategy
69
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.46%
Equity
World
Covered Call
Alternative Investments
1,180
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist) 1.67%
Equity
Europe
Social/Environmental
Climate Change
653
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist) 2.21%
Equity
Europe
Social/Environmental
Climate Change
34
UBS Core MSCI World UCITS ETF hEUR acc 0.16%
Equity
World
402
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 1.35%
Equity
Europe
3,315
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0.95%
Equity
Europe
Social/Environmental
Climate Change
34
Vanguard FTSE Developed World UCITS ETF Distributing 0.17%
Equity
World
3,536
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist) 3.09%
Equity
Europe
Momentum
48
Amundi MSCI Europe UCITS ETF Acc 1.03%
Equity
Europe
638
iShares MSCI Europe ex-UK UCITS ETF 1.31%
Equity
Europe
1,322
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
93
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0.33%
Equity
World
Multi-Factor Strategy
0
iShares STOXX Europe 600 Utilities UCITS ETF (DE) 21.18%
Equity
Europe
Utilities
694
iShares MSCI EMU Screened UCITS ETF EUR (Dist) 2.10%
Equity
Europe
Social/Environmental
688
Xtrackers MSCI Europe UCITS ETF 1D 1.03%
Equity
Europe
142
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.05%
Equity
World
Multi-Asset Strategy
716
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.48%
Equity
World
Covered Call
Alternative Investments
75
Xtrackers MSCI World UCITS ETF 1D 0.16%
Equity
World
4,611
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) 1.55%
Equity
Europe
Low Volatility/Risk Weighted
27
Amundi MSCI EMU Value Factor UCITS ETF Dist 3.78%
Equity
Europe
Value
237
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist) 2.82%
Equity
Europe
Fundamental/Quality
30
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist) 0.46%
Equity
World
Covered Call
Alternative Investments
8
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 0.79%
Equity
Europe
Social/Environmental
130
iShares MSCI World Screened UCITS ETF USD (Dist) 0.17%
Equity
World
Social/Environmental
994
iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) 2.69%
Equity
Europe
5,485
Amundi Core MSCI Europe UCITS ETF Dist 1.03%
Equity
Europe
698
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 1.04%
Equity
Europe
2,338
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.12%
Equity
World
Social/Environmental
52
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.15%
Equity
World
19,455
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 1.18%
Equity
Europe
Social/Environmental
465
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
203
iShares Core MSCI Europe UCITS ETF EUR (Dist) 1.03%
Equity
Europe
11,061
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.37%
Equity
World
Dividend
7,555
Amundi Prime Europe UCITS ETF DR (D) 1.02%
Equity
Europe
219
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist) 0.75%
Equity
Europe
Multi-Factor Strategy
182
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 1.45%
Equity
Europe
Social/Environmental
4,472
Amundi EURO STOXX 50 II UCITS ETF Acc 2.74%
Equity
Europe
4,173
Amundi Core EURO STOXX 50 UCITS ETF EUR Dist 2.74%
Equity
Europe
887
Vanguard FTSE Developed Europe UCITS ETF Distributing 1.04%
Equity
Europe
4,557
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.33%
Equity
World
Social/Environmental
983
Amundi Core MSCI EMU UCITS ETF Dist 1.92%
Equity
Europe
606
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 1.35%
Equity
Europe
1,258
Amundi Prime Eurozone UCITS ETF DR (D) 1.95%
Equity
Europe
58
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.05%
Equity
World
Multi-Asset Strategy
92

Prestaties

Rendementsoverzicht

YTD +7,05%
1 maand +7,98%
3 maanden +10,58%
6 maanden +19,34%
1 jaar +46,95%
3 jaar +81,53%
5 jaar +84,75%
Since inception +230,82%
2025 +38,72%
2024 +11,67%
2023 +8,17%
2022 +5,56%

Maandelijks rendement in een heat map

Risico

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).
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Risico-overzicht

Volatiliteit 1 jaar 17,70%
Volatiliteit 3 jaar 17,42%
Volatiliteit 5 jaar 20,20%
Rendement/Risico 1 jaar 2,65
Rendement/Risico 3 jaar 1,26
Rendement/Risico 5 jaar 0,65
Maximaal waardedaling 1 jaar -9,01%
Maximaal waardedaling 3 jaar -18,64%
Maximaal waardedaling 5 jaar -26,53%
Maximaal waardedaling sinds aanvang -31,70%

Voortschrijdende volatiliteit over 1 jaar

— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.