AXA SA

ISIN FR0000120628

WKN 855705

Market cap (in EUR)

94,195 m

Country

France

Sector

Finance

Dividend yield

5.15%

Overview

Quote

Description

AXA SA engages in the provision of insurance and asset management services. It operates through the following segments: France; Europe; AXA XL; Asia, Africa, and EME-LATAM; AXA Investment Managers (AXA IM); and Transversal Entities and Other. The France segment includes the life, health and damages, AXA Banque France, and French holdings. The Europe segment refers to life, health activities, and damage in Switzerland, Germany, Belgium and Luxembourg, Spain, Italy, United Kingdom, and Ireland. The AXA XL segment focuses on the activity's damages of the XL Group in the United States, United Kingdom, France, Germany, Australia, Switzerland, the Netherlands, Italy, Spain, Bermuda, and Canada. The Asia, Africa, and EME-LATAM segment covers life, health, and property activities in Japan, Hong Kong, the Philippines, Thailand, and China. The AXA IM segment is involved in asset management activity. The Transversal Entities and Other segment relates to XA Assistance, AXA Liabilities Managers, AXA SA, and other central holdings. The company was founded in 1852 and is headquartered in Paris, France.

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Finance Insurance France

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Financials

Key metrics

Market capitalisation, EUR	94,195 m
EPS, EUR	-
P/B ratio	2.3
P/E ratio	9.4
Dividend yield	5.15%

Income statement (2025)

Revenue, EUR	109,229 m
Net income, EUR	7,274 m
Profit margin	6.66%

What ETF is AXA SA in?

There are 84 ETFs which contain AXA SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of AXA SA is the iShares STOXX Europe 600 Insurance UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.66%	Equity World Dividend	9,141
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	10,475
iShares MSCI World UCITS ETF (Dist)	0.09%	Equity World	8,307
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.15%	Equity World Social/Environmental Climate Change	38
Amundi MSCI World Swap II UCITS ETF Dist	0.09%	Equity World	8,843
VanEck World Equal Weight Screened UCITS ETF A	0.41%	Equity World Equal Weighted	1,488
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	1.28%	Equity Europe Social/Environmental Climate Change	172
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	1.36%	Equity Europe Social/Environmental	529
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.44%	Equity World Social/Environmental	302
Xtrackers MSCI EMU UCITS ETF 1D	1.03%	Equity Europe	2,061
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	48,333
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.22%	Equity World Social/Environmental	1
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	8
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.36%	Equity World Social/Environmental Climate Change	4,302
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	1.36%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,999
Invesco Global Enhanced Equity UCITS ETF Acc	0.18%	Equity World Multi-Factor Strategy	919
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.20%	Equity World Dividend	2,837
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	5,920
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	1,778
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	114
Amundi CAC 40 UCITS ETF Dist	4.22%	Equity France	3,481
Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D	4.23%	Equity Europe Dividend	829
Xtrackers EURO STOXX 50 UCITS ETF 1D	1.77%	Equity Europe	6,163
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (dist)	1.31%	Equity Europe Social/Environmental	4
VanEck European Equal Weight Screened UCITS ETF A	1.09%	Equity Europe Equal Weighted	90
iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist)	1.16%	Equity Europe Social/Environmental	433
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	30,956
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.08%	Equity World Social/Environmental	607
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	1.58%	Equity Europe Social/Environmental Climate Change	707
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	1.19%	Equity World Dividend	1,018
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.25%	Equity Europe Social/Environmental Climate Change	45
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	960
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.72%	Equity Europe	3,410
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.92%	Equity Europe Social/Environmental Climate Change	27
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.60%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	4,195
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.56%	Equity Europe Covered Call Alternative Investments	19
iShares Euro Dividend UCITS ETF GBP Hedged (Dist)	3.96%	Equity Europe Dividend	6
Amundi MSCI Europe UCITS ETF Acc	0.56%	Equity Europe	630
iShares MSCI Europe ex-UK UCITS ETF	0.71%	Equity Europe	1,793
iShares MSCI World SRI UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	1,565
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.18%	Equity World Multi-Factor Strategy	4
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF Dist	2.35%	Equity Europe Social/Environmental	46
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.95%	Equity World Financials Social/Environmental	124
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	2.24%	Equity Europe Social/Environmental	207
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	1.13%	Equity Europe Social/Environmental	632
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.56%	Equity Europe Covered Call Alternative Investments	86
Xtrackers MSCI Europe UCITS ETF 1D	0.56%	Equity Europe	404
VanEck Multi-Asset Growth Allocation UCITS ETF	0.50%	Equity World Social/Environmental Multi-Asset Strategy	34
Xtrackers CAC 40 UCITS ETF 1D	4.28%	Equity France	123
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,889
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.18%	Equity World Multi-Factor Strategy	10
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.73%	Equity Europe Social/Environmental	35
UBS MSCI EMU Socially Responsible UCITS ETF EUR dis	4.43%	Equity Europe Social/Environmental Climate Change	799
Amundi MSCI EMU Value Factor UCITS ETF Dist	1.99%	Equity Europe Value	262
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	1.39%	Equity Europe Fundamental/Quality	31
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.64%	Equity Europe Social/Environmental	119
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	1,097
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	189
iShares Euro Dividend UCITS ETF	3.96%	Equity Europe Dividend	1,658
iShares Core EURO STOXX 50 UCITS ETF EUR (Dist)	1.75%	Equity Europe	5,892
Amundi Core MSCI Europe UCITS ETF Dist	0.55%	Equity Europe	466
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.56%	Equity Europe	3,003
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	60
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	23,490
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.64%	Equity Europe Social/Environmental	506
Vanguard FTSE Eurozone UCITS ETF EUR Dist	1.02%	Equity Europe	5
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.56%	Equity Europe	10,882
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.20%	Equity World Dividend	9,627
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	9.97%	Equity Europe Insurance	598
Amundi Prime Europe UCITS ETF DR (D)	0.60%	Equity Europe	260
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.35%	Equity Europe Multi-Factor Strategy	223
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.77%	Equity Europe Social/Environmental	5,080
Amundi Core EURO STOXX 50 UCITS ETF EUR Dist	1.75%	Equity Europe	990
Amundi EURO STOXX 50 II UCITS ETF Acc	1.75%	Equity Europe	4,623
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.56%	Equity Europe	4,877
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.23%	Equity World Social/Environmental	654
Amundi Core MSCI EMU UCITS ETF Dist	1.01%	Equity Europe	782
Amundi CAC 40 ESG UCITS ETF Dist	4.47%	Equity France Social/Environmental	43
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	1.36%	Equity World Social/Environmental	0
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.72%	Equity Europe	1,475
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	2.24%	Equity Europe Social/Environmental	8
Amundi Prime Eurozone UCITS ETF DR (D)	1.14%	Equity Europe	82

Performance

Returns overview

YTD	+8.53%
1 month	+0.90%
3 months	+12.15%
6 months	+17.40%
1 year	+6.99%
3 years	+60.74%
5 years	+85.97%
Since inception (MAX)	+115.28%
2025	+20.07%
2024	+16.12%
2023	+12.29%
2022	-0.04%

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).