Investor AB

ISIN SE0015811963

WKN A3CMTG

Marktkapitalisatie (in EUR)

100,886 m

Land

Sweden

Sector

Finance

Dividendrendement

1.47%

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Overzicht

Koers

Beschrijving

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

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	100,886 m
WPA, EUR	4.65
KBV	1.1
K/W	6.9
Dividendrendement	1.47%

Income statement (2025)

Omzet, EUR	7,338 m
Netto-inkomen, EUR	14,267 m
Winstmarge	194.41%

What ETF is Investor AB in?

There are 53 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	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	7,304
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	7,380
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	41
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	944
VanEck World Equal Weight Screened UCITS ETF A	0.41%	Equity World Equal Weighted	1,198
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc)	0.30%	Equity Europe	139
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	31,002
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	11.29%	Equity Europe Financials	103
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	0.08%	Equity World	1,380
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.17%	Equity World Dividend	1,875
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	5,050
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,578
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	37
VanEck European Equal Weight Screened UCITS ETF A	1.05%	Equity Europe Equal Weighted	81
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	23,004
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	70
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.06%	Equity World Social/Environmental	488
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	0.08%	Equity World	409
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.60%	Equity Europe	3,163
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.45%	Equity Europe Social/Environmental Climate Change	32
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.15%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	3,552
Amundi MSCI Europe UCITS ETF Acc	0.50%	Equity Europe	617
iShares MSCI Europe ex-UK UCITS ETF	0.64%	Equity Europe	1,261
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.13%	Equity World Financials Social/Environmental	194
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	92
Xtrackers MSCI Europe UCITS ETF 1D	0.50%	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	726
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,284
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.27%	Equity Europe Low Volatility/Risk Weighted	26
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.61%	Equity Europe Social/Environmental	34
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.39%	Equity Europe Social/Environmental	121
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,003
Amundi Core MSCI Europe UCITS ETF Dist	0.49%	Equity Europe	673
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.43%	Equity Europe	2,301
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	19,477
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.57%	Equity Europe Social/Environmental	450
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	205
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.49%	Equity Europe	10,577
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.17%	Equity World Dividend	7,587
Amundi Prime Europe UCITS ETF DR (D)	0.50%	Equity Europe	214
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.79%	Equity Europe Multi-Factor Strategy	180
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental	4,279
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.43%	Equity Europe	4,350
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	954
Xtrackers MSCI Nordic UCITS ETF 1D	4.39%	Equity Europe	930
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.60%	Equity Europe	1,255
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	91

Prestaties

Rendementsoverzicht

YTD	+6,18%
1 maand	-4,30%
3 maanden	+9,44%
6 maanden	+24,04%
1 jaar	+18,12%
3 jaar	+85,80%
5 jaar	+91,73%
Since inception	+318,30%
2025	+20,02%
2024	+21,11%
2023	+22,34%
2022	-22,91%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).