AXA SA

ISIN FR0000120628

WKN 855705

Market cap (in EUR)

84,252 m

Country

France

Sector

Finance

Dividend yield

5.33%

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 Central Holdings. 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 Central Holdings segment relates to XA Assistance, AXA Liabilities Managers, AXA SA, and other central holdings. The company was founded in 1946 and is headquartered in Paris, France.

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Finance Insurance France

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Financials

Key metrics

Market capitalisation, EUR	84,252 m
EPS, EUR	-
P/B ratio	2.2
P/E ratio	11.5
Dividend yield	5.33%

Income statement (2024)

Revenue, EUR	107,866 m
Net income, EUR	7,130 m
Profit margin	6.61%

What ETF is AXA SA in?

There are 82 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	1.39%	Equity World Dividend	4,924
iShares MSCI World UCITS ETF (Dist)	0.10%	Equity World	7,451
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	5,818
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental Climate Change	44
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	886
VanEck World Equal Weight Screened UCITS ETF A	0.35%	Equity World Equal Weighted	1,188
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.20%	Equity World Social/Environmental Multi-Asset Strategy	20
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	1.83%	Equity Europe Social/Environmental Climate Change	51
Xtrackers MSCI EMU UCITS ETF 1D	1.20%	Equity Europe	2,184
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	27,447
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.40%	Equity World Social/Environmental Climate Change	3,984
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,318
Invesco Global Enhanced Equity UCITS ETF Acc	0.19%	Equity World Multi-Factor Strategy	325
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.20%	Equity World Dividend	1,448
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	4,872
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	1,934
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	34
Amundi CAC 40 UCITS ETF Dist	3.93%	Equity France	3,399
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.36%	Equity World Social/Environmental Multi-Asset Strategy	38
Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D 1D	3.68%	Equity Europe Dividend	453
Xtrackers EURO STOXX 50 UCITS ETF 1D	1.83%	Equity Europe	5,499
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	1.24%	Equity Europe Social/Environmental	4
VanEck European Equal Weight Screened UCITS ETF A	0.91%	Equity Europe Equal Weighted	81
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	1.70%	Equity Europe Social/Environmental	576
UBS Core MSCI EMU UCITS ETF EUR dis	1.09%	Equity Europe	1,581
iShares MSCI ACWI UCITS ETF USD (Acc)	0.09%	Equity World	21,922
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	67
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	495
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	1.62%	Equity Europe Social/Environmental Climate Change	640
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.26%	Equity Europe Social/Environmental Climate Change	62
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	306
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.74%	Equity Europe	3,301
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.99%	Equity Europe Social/Environmental Climate Change	28
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.55%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	3,527
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.52%	Equity Europe Momentum	29
iShares Euro Dividend UCITS ETF GBP Hedged (Dist)	2.95%	Equity Europe Dividend	4
Amundi MSCI Europe UCITS ETF Acc	0.62%	Equity Europe	583
iShares MSCI Europe ex-UK UCITS ETF	0.80%	Equity Europe	1,278
iShares MSCI World SRI UCITS ETF USD (Dist)	0.42%	Equity World Social/Environmental	1,471
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	2.74%	Equity Europe Social/Environmental	87
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.40%	Equity World Financials Social/Environmental	543
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	87
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	2.67%	Equity Europe Social/Environmental	223
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	1.25%	Equity Europe Social/Environmental	675
Xtrackers MSCI Europe UCITS ETF 1D	0.65%	Equity Europe	134
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	677
Xtrackers CAC 40 UCITS ETF 1D	4.19%	Equity France	113
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,528
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.19%	Equity World Multi-Factor Strategy	0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.72%	Equity Europe Social/Environmental	32
UBS MSCI EMU Socially Responsible UCITS ETF EUR dis	4.23%	Equity Europe Social/Environmental Climate Change	788
Amundi MSCI EMU Value Factor UCITS ETF Dist	2.34%	Equity Europe Value	231
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	1.51%	Equity Europe Fundamental/Quality	29
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.54%	Equity Europe Social/Environmental	139
iShares MSCI World Screened UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	959
iShares Euro Dividend UCITS ETF	2.95%	Equity Europe Dividend	1,212
iShares Core EURO STOXX 50 UCITS ETF EUR (Dist)	1.73%	Equity Europe	5,227
Amundi Core MSCI Europe UCITS ETF Dist	0.62%	Equity Europe	516
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.57%	Equity Europe	2,111
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	18,981
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.70%	Equity Europe Social/Environmental	467
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	191
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.61%	Equity Europe	10,666
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.20%	Equity World Dividend	6,609
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	9.89%	Equity Europe Insurance	409
Amundi Prime Europe UCITS ETF DR (D)	0.62%	Equity Europe	203
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.36%	Equity Europe Multi-Factor Strategy	170
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.98%	Equity Europe Social/Environmental	4,242
Amundi EURO STOXX 50 II UCITS ETF Acc	1.75%	Equity Europe	3,726
Amundi Core EURO STOXX 50 UCITS ETF EUR Dist	1.75%	Equity Europe	940
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.57%	Equity Europe	4,289
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.36%	Equity World Social/Environmental	977
Amundi Core MSCI EMU UCITS ETF Dist	1.16%	Equity Europe	732
Amundi CAC 40 ESG UCITS ETF DR - EUR (D)	3.76%	Equity France Social/Environmental	41
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.74%	Equity Europe	1,106
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	2.67%	Equity Europe Social/Environmental	10
Amundi Prime Eurozone UCITS ETF DR (D)	1.18%	Equity Europe	54
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	88

Performance

Returns overview

YTD	-1.68%
1 month	+3.96%
3 months	+2.33%
6 months	-2.90%
1 year	+15.07%
3 years	+47.75%
5 years	+97.99%
Since inception (MAX)	+95.04%
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).