3i Group Plc

ISIN GB00B1YW4409

 | 

WKN A0MU9Q

Market cap (in EUR)
38,762 m
Country
United Kingdom
Sector
Finance
Dividend yield
2.38%
 

Overview

Quote

Description

3i Group Plc engages in the private equity and venture capital business. It operates through the following segments: Private Equity, Infrastructure, and Scandlines. The Private Equity segment is involved in investment and asset management to generate capital returns. The Infrastructure segment includes investing in economic infrastructure and greenfield projects in developed economies. The Scandlines segment focuses on delivering long-term capital returns. The company was founded in 1945 and is headquartered in London, the United Kingdom.
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Finance Investment Services United Kingdom

Chart

Financials

Key metrics

Market capitalisation, EUR 38,762 m
EPS, EUR -
P/B ratio 1.2
P/E ratio 5.1
Dividend yield 2.38%

Income statement (2024)

Revenue, EUR 2,010 m
Net income, EUR 5,989 m
Profit margin 297.93%

What ETF is 3i Group Plc in?

There are 70 ETFs which contain 3i Group Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of 3i Group Plc 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 0.05%
Equity
World
7,253
iShares MSCI World UCITS ETF (Dist) 0.05%
Equity
World
7,417
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.27%
Equity
World
Social/Environmental
Climate Change
42
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.02%
Equity
World
Multi-Asset Strategy
947
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis 3.12%
Equity
United Kingdom
Social/Environmental
Climate Change
899
VanEck World Equal Weight Screened UCITS ETF A 0.30%
Equity
World
Equal Weighted
1,292
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.04%
Equity
World
30,755
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) 7.16%
Equity
Europe
Financials
94
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.22%
Equity
World
Social/Environmental
Climate Change
3,869
UBS Core MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,373
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.10%
Equity
World
Dividend
1,889
Vanguard FTSE Developed World UCITS ETF Acc 0.05%
Equity
World
5,078
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.13%
Equity
World
Social/Environmental
1,606
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc) 1.24%
Equity
United Kingdom
54
UBS Core MSCI World UCITS ETF hGBP dis 0.05%
Equity
World
91
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
37
Xtrackers MSCI UK ESG UCITS ETF 1D 2.88%
Equity
United Kingdom
Social/Environmental
697
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.35%
Equity
World
Social/Environmental
Multi-Asset Strategy
39
JPMorgan UK Equity Core UCITS ETF GBP (dist) 1.22%
Equity
United Kingdom
102
VanEck European Equal Weight Screened UCITS ETF A 0.76%
Equity
Europe
Equal Weighted
84
iShares MSCI ACWI UCITS ETF USD (Acc) 0.04%
Equity
World
23,363
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
69
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.15%
Equity
World
Covered Call
Alternative Investments
1,221
Xtrackers FTSE 100 UCITS ETF Income 1D 1.27%
Equity
United Kingdom
100
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.05%
Equity
World
Social/Environmental
494
UBS Core MSCI World UCITS ETF hEUR acc 0.05%
Equity
World
404
Vanguard FTSE 100 UCITS ETF (GBP) Distributing 1.24%
Equity
United Kingdom
5,163
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0.49%
Equity
Europe
Social/Environmental
Climate Change
34
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating 1.24%
Equity
United Kingdom
2,922
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist) 0.78%
Equity
Europe
Social/Environmental
Climate Change
9
Vanguard FTSE Developed World UCITS ETF Distributing 0.05%
Equity
World
3,583
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist) 0.70%
Equity
Europe
Momentum
50
Amundi MSCI Europe UCITS ETF Acc 0.33%
Equity
Europe
671
iShares MSCI World SRI UCITS ETF USD (Dist) 0.21%
Equity
World
Social/Environmental
1,450
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D) 1.53%
Equity
Europe
Social/Environmental
90
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.59%
Equity
World
Financials
Social/Environmental
528
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
94
iShares MSCI Europe SRI UCITS ETF EUR (Dist) 1.36%
Equity
Europe
Social/Environmental
219
Xtrackers MSCI Europe UCITS ETF 1D 0.32%
Equity
Europe
145
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
15
VanEck Multi-Asset Growth Allocation UCITS ETF 0.57%
Equity
World
Social/Environmental
Multi-Asset Strategy
32
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
732
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.16%
Equity
World
Covered Call
Alternative Investments
82
Xtrackers MSCI World UCITS ETF 1D 0.05%
Equity
World
4,373
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) 0.15%
Equity
Europe
Low Volatility/Risk Weighted
26
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.38%
Equity
Europe
Social/Environmental
36
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist) 1.14%
Equity
Europe
Fundamental/Quality
31
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist) 0.15%
Equity
World
Covered Call
Alternative Investments
11
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 0.82%
Equity
Europe
Social/Environmental
130
iShares MSCI World Screened UCITS ETF USD (Dist) 0.06%
Equity
World
Social/Environmental
1,003
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.36%
Equity
World
Social/Environmental
Climate Change
117
Amundi Core MSCI Europe UCITS ETF Dist 0.33%
Equity
Europe
705
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.29%
Equity
Europe
2,404
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.12%
Equity
World
Social/Environmental
54
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.04%
Equity
World
19,635
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0.36%
Equity
Europe
Social/Environmental
472
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.20%
Equity
World
Value
274
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
207
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0.31%
Equity
Europe
11,128
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.10%
Equity
World
Dividend
7,826
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) 0.58%
Equity
Europe
Value
75
iShares Core FTSE 100 UCITS ETF GBP (Dist) 1.24%
Equity
United Kingdom
17,459
Amundi Prime Europe UCITS ETF DR (D) 0.34%
Equity
Europe
222
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist) 0.23%
Equity
Europe
Multi-Factor Strategy
186
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0.44%
Equity
Europe
Social/Environmental
4,527
Amundi MSCI Europe Growth UCITS ETF Dist 0.44%
Equity
Europe
Growth
86
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.29%
Equity
Europe
4,593
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.21%
Equity
World
Social/Environmental
981
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist) 1.36%
Equity
Europe
Social/Environmental
5
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
92

Performance

Returns overview

YTD -1.60%
1 month -6.09%
3 months +8.50%
6 months -18.50%
1 year -23.08%
3 years +95.77%
5 years +178.20%
Since inception (MAX) +516.67%
2025 -13.36%
2024 +54.45%
2023 +84.87%
2022 -13.14%

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).
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Risk overview

Volatility 1 year 37.45%
Volatility 3 years 30.20%
Volatility 5 years 30.12%
Return per risk 1 year -0.62
Return per risk 3 years 0.83
Return per risk 5 years 0.75
Maximum drawdown 1 year -34.11%
Maximum drawdown 3 years -34.11%
Maximum drawdown 5 years -34.11%
Maximum drawdown since inception -53.54%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.