AXA

ISIN FR0000120628

WKN 855705

Market cap (in EUR)

82,456 m

Country

France

Sector

Finance

Dividend yield

5.88%

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	82,456 m
EPS, EUR	-
P/B ratio	1.9
P/E ratio	8.7
Dividend yield	5.88%

Income statement (2025)

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

What ETF is AXA in?

There are 85 ETFs which contain AXA. All of these ETFs are listed in the table below. The ETF with the largest weighting of AXA 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	1.55%	Equity World Dividend	7,741
iShares MSCI World UCITS ETF (Dist)	0.10%	Equity World	7,907
UBS Core MSCI World UCITS ETF USD acc	0.10%	Equity World	9,182
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.14%	Equity World Social/Environmental Climate Change	36
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	1,106
VanEck World Equal Weight Screened UCITS ETF A	0.43%	Equity World Equal Weighted	1,287
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.20%	Equity World Social/Environmental Multi-Asset Strategy	21
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	1.43%	Equity Europe Social/Environmental Climate Change	159
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.94%	Equity Europe Social/Environmental	483
Xtrackers MSCI EMU UCITS ETF 1D	1.08%	Equity Europe	1,975
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	40,030
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	0.42%	Equity World Social/Environmental Climate Change	4,135
UBS Core MSCI World UCITS ETF USD dis	0.10%	Equity World	1,863
Invesco Global Enhanced Equity UCITS ETF Acc	0.23%	Equity World Multi-Factor Strategy	599
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.18%	Equity World Dividend	2,301
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	5,319
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	1,626
UBS Core MSCI World UCITS ETF hGBP dis	0.10%	Equity World	104
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	41
Amundi CAC 40 UCITS ETF Dist	4.01%	Equity France	3,276
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.36%	Equity World Social/Environmental Multi-Asset Strategy	40
Xtrackers EURO STOXX 50 UCITS ETF 1D	1.73%	Equity Europe	5,776
VanEck European Equal Weight Screened UCITS ETF A	1.08%	Equity Europe Equal Weighted	86
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (dist)	1.08%	Equity Europe Social/Environmental	5
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	1.32%	Equity Europe Social/Environmental	451
UBS Core MSCI EMU UCITS ETF EUR dis	1.08%	Equity Europe	1,838
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	28,098
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	81
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	532
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	1.62%	Equity Europe Social/Environmental Climate Change	666
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.26%	Equity Europe Social/Environmental Climate Change	37
UBS Core MSCI World UCITS ETF hEUR acc	0.10%	Equity World	816
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.70%	Equity Europe	3,253
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.92%	Equity Europe Social/Environmental Climate Change	28
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.59%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	3,977
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.48%	Equity Europe Covered Call Alternative Investments	16
iShares Euro Dividend UCITS ETF GBP Hedged (Dist)	3.74%	Equity Europe Dividend	6
Amundi MSCI Europe UCITS ETF Acc	0.56%	Equity Europe	598
iShares MSCI Europe ex-UK UCITS ETF	0.75%	Equity Europe	1,425
iShares MSCI World SRI UCITS ETF USD (Dist)	0.42%	Equity World Social/Environmental	1,533
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.23%	Equity World Multi-Factor Strategy	3
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	2.51%	Equity Europe Social/Environmental	46
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.12%	Equity World Financials Social/Environmental	119
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	98
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	2.48%	Equity Europe Social/Environmental	199
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	1.20%	Equity Europe Social/Environmental	533
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.48%	Equity Europe Covered Call Alternative Investments	54
Xtrackers MSCI Europe UCITS ETF 1D	0.57%	Equity Europe	128
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	843
Xtrackers CAC 40 UCITS ETF 1D	4.12%	Equity France	116
Xtrackers MSCI World UCITS ETF 1D	0.07%	Equity World	4,985
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.23%	Equity World Multi-Factor Strategy	8
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.72%	Equity Europe Social/Environmental	36
UBS MSCI EMU Socially Responsible UCITS ETF EUR dis	4.71%	Equity Europe Social/Environmental Climate Change	794
Amundi MSCI EMU Value Factor UCITS ETF Dist	2.03%	Equity Europe Value	238
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	1.51%	Equity Europe Fundamental/Quality	29
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.58%	Equity Europe Social/Environmental	119
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	1,115
iShares Euro Dividend UCITS ETF	3.74%	Equity Europe Dividend	1,517
iShares Core EURO STOXX 50 UCITS ETF EUR (Dist)	1.73%	Equity Europe	5,517
Amundi Core MSCI Europe UCITS ETF Dist	0.55%	Equity Europe	468
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.53%	Equity Europe	2,849
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	57
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	21,734
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.66%	Equity Europe Social/Environmental	479
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	224
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.57%	Equity Europe	10,420
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.18%	Equity World Dividend	8,333
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	9.58%	Equity Europe Insurance	441
Amundi Prime Europe UCITS ETF DR (D)	0.58%	Equity Europe	241
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.34%	Equity Europe Multi-Factor Strategy	201
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.77%	Equity Europe Social/Environmental	4,680
Amundi EURO STOXX 50 II UCITS ETF Acc	1.66%	Equity Europe	4,226
Amundi Core EURO STOXX 50 UCITS ETF EUR Dist	1.66%	Equity Europe	906
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.53%	Equity Europe	4,485
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.30%	Equity World Social/Environmental	765
Amundi Core MSCI EMU UCITS ETF Dist	1.04%	Equity Europe	629
Amundi CAC 40 ESG UCITS ETF DR - EUR (D)	4.18%	Equity France Social/Environmental	36
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.70%	Equity Europe	1,359
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	2.48%	Equity Europe Social/Environmental	6
Amundi Prime Eurozone UCITS ETF DR (D)	1.10%	Equity Europe	78
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	109

Performance

Returns overview

YTD	-4.86%
1 month	-5.00%
3 months	+2.46%
6 months	+0.80%
1 year	-7.95%
3 years	+44.24%
5 years	+71.00%
Since inception (MAX)	+88.72%
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).