Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

99,706 m

Country

Sweden

Sector

Finance

Dividend yield

1.47%

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Overview

Quote

Description

Investor AB is an investment company, which engages in long-term investment perspective. It operates through the following segments: Listed Companies, Patricia Industries, Investments in EQT, and Investor Groupwide. The company was founded in 1916 and is headquartered in Stockholm, Sweden.

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Finance Investment Services Sweden

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Financials

Key metrics

Market capitalisation, EUR	99,706 m
EPS, EUR	4.65
P/B ratio	1.1
P/E ratio	6.9
Dividend yield	1.47%

Income statement (2025)

Revenue, EUR	7,584 m
Net income, EUR	14,267 m
Profit margin	188.13%

What ETF is Investor AB in?

There are 55 ETFs which contain Investor AB. All of these ETFs are listed in the table below. The ETF with the largest weighting of Investor AB is the iShares STOXX Europe 600 Financial Services UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	7,056
iShares MSCI World UCITS ETF (Dist)	0.09%	Equity World	7,117
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental Climate Change	40
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	934
VanEck World Equal Weight Screened UCITS ETF A	0.43%	Equity World Equal Weighted	1,174
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc)	0.30%	Equity Europe	405
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	31,452
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	12.54%	Equity Europe Financials	92
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	7
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,352
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.18%	Equity World Dividend	2,000
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	4,984
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,546
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	88
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	36
VanEck European Equal Weight Screened UCITS ETF A	1.11%	Equity Europe Equal Weighted	84
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	22,725
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	69
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	465
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	31
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	508
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.63%	Equity Europe	3,077
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.47%	Equity Europe Social/Environmental Climate Change	32
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.16%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	3,453
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.38%	Equity Europe Covered Call Alternative Investments	15
Amundi MSCI Europe UCITS ETF Acc	0.52%	Equity Europe	593
iShares MSCI Europe ex-UK UCITS ETF	0.66%	Equity Europe	1,262
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.14%	Equity World Financials Social/Environmental	112
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	94
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.38%	Equity Europe Covered Call Alternative Investments	20
Xtrackers MSCI Europe UCITS ETF 1D	0.52%	Equity Europe	123
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	727
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,109
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.28%	Equity Europe Low Volatility/Risk Weighted	27
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.64%	Equity Europe Social/Environmental	33
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.41%	Equity Europe Social/Environmental	113
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	979
Amundi Core MSCI Europe UCITS ETF Dist	0.51%	Equity Europe	675
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.45%	Equity Europe	2,341
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	19,088
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.59%	Equity Europe Social/Environmental	413
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	207
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.51%	Equity Europe	10,452
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.18%	Equity World Dividend	7,597
Amundi Prime Europe UCITS ETF DR (D)	0.52%	Equity Europe	216
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.82%	Equity Europe Multi-Factor Strategy	184
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	4,363
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.45%	Equity Europe	4,275
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	697
Xtrackers MSCI Nordic UCITS ETF 1D	4.80%	Equity Europe	929
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.63%	Equity Europe	1,263
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	92

Performance

Returns overview

YTD	+7.98%
1 month	-3.82%
3 months	+9.27%
6 months	+20.69%
1 year	+20.65%
3 years	+79.99%
5 years	+90.81%
Since inception (MAX)	+325.39%
2025	+20.02%
2024	+21.11%
2023	+22.34%
2022	-22.91%

Monthly returns in a heat map

Risk

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 returns include dividend payments (if applicable).