Investor AB

ISIN SE0015811963

 | 

Code du titre A3CMTG

Cap. boursière (en EUR)
98,221 m
Country
Sweden
Secteur
Finance
Rendement en dividendes
1.53%
 

Aperçu

Cours actuel

Description

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

Graphique

Données financières

Indicateurs clés

Capitalisation boursière, EUR 98,221 m
BPA, EUR 4.66
Ratio cours/valeur comptable 1.1
PER 6.6
Rendement en dividendes 1.53%

Income statement (2025)

Chiffre d'affaires, EUR 7,338 m
Résultat net, EUR 14,267 m
Marge bénéficiaire 194.41%

What ETF is Investor AB in?

There are 52 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 Poids Objectif d'investissement Taille fonds en M €
UBS Core MSCI World UCITS ETF USD acc 0.08%
Equity
World
6,183
iShares MSCI World UCITS ETF (Dist) 0.08%
Equity
World
7,440
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.06%
Equity
World
Social/Environmental
Climate Change
43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.03%
Equity
World
Multi-Asset Strategy
899
VanEck World Equal Weight Screened UCITS ETF A 0.39%
Equity
World
Equal Weighted
1,195
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.04%
Equity
World
28,411
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) 10.92%
Equity
Europe
Financials
82
UBS Core MSCI World UCITS ETF USD dis 0.08%
Equity
World
1,340
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.16%
Equity
World
Dividend
1,587
Vanguard FTSE Developed World UCITS ETF Acc 0.06%
Equity
World
4,904
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.07%
Equity
World
Social/Environmental
1,872
UBS Core MSCI World UCITS ETF hGBP dis 0.08%
Equity
World
93
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
35
VanEck European Equal Weight Screened UCITS ETF A 1.00%
Equity
Europe
Equal Weighted
81
iShares MSCI ACWI UCITS ETF USD (Acc) 0.06%
Equity
World
22,131
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
67
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.06%
Equity
World
Social/Environmental
494
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist) 0.01%
Equity
Europe
Social/Environmental
Climate Change
63
UBS Core MSCI World UCITS ETF hEUR acc 0.08%
Equity
World
371
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 0.58%
Equity
Europe
3,294
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0.43%
Equity
Europe
Social/Environmental
Climate Change
27
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 0.06%
Equity
World
3,610
Amundi MSCI Europe UCITS ETF Acc 0.44%
Equity
Europe
611
iShares MSCI Europe ex-UK UCITS ETF 0.61%
Equity
Europe
1,283
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.12%
Equity
World
Financials
Social/Environmental
528
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
88
Xtrackers MSCI Europe UCITS ETF 1D 0.48%
Equity
Europe
136
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
690
Xtrackers MSCI World UCITS ETF 1D 0.08%
Equity
World
4,608
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) 0.25%
Equity
Europe
Low Volatility/Risk Weighted
25
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.57%
Equity
Europe
Social/Environmental
31
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 0.41%
Equity
Europe
Social/Environmental
138
iShares MSCI World Screened UCITS ETF USD (Dist) 0.08%
Equity
World
Social/Environmental
958
Amundi Core MSCI Europe UCITS ETF Dist 0.44%
Equity
Europe
528
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.42%
Equity
Europe
2,166
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.06%
Equity
World
Social/Environmental
51
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.04%
Equity
World
19,113
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0.54%
Equity
Europe
Social/Environmental
463
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
195
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0.46%
Equity
Europe
10,699
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.16%
Equity
World
Dividend
6,922
Amundi Prime Europe UCITS ETF DR (D) 0.47%
Equity
Europe
207
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist) 0.76%
Equity
Europe
Multi-Factor Strategy
174
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0.13%
Equity
Europe
Social/Environmental
4,257
Amundi MSCI Europe Growth UCITS ETF Dist 0.91%
Equity
Europe
Growth
81
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.42%
Equity
Europe
4,365
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.02%
Equity
World
Social/Environmental
974
Xtrackers MSCI Nordic UCITS ETF 1D 4.35%
Equity
Europe
939
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0.58%
Equity
Europe
1,170
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
90

Rendement

Aperçu des rendements

Année en cours +4,55%
1 mois +6,11%
3 mois +11,17%
6 mois +21,89%
1 an +16,30%
3 ans +71,46%
5 ans +105,66%
Depuis la création (MAX) +311,86%
2025 +20,02%
2024 +21,11%
2023 +22,34%
2022 -22,91%

Rendements mensuels dans une heat map

Risque

Les rendements des ETF comprennent les paiements de dividendes (le cas échéant).
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Aperçu des risques

Volatilité 1 an 23,73%
Volatilité 3 ans 20,16%
Volatilité 5 ans 23,91%
Rendement par risque 1 an 0,69
Rendement par risque 3 ans 0,98
Rendement par risque 5 ans 0,65
Perte maximale sur 1 an -20,22%
Perte maximale sur 3 ans -20,22%
Perte maximale sur 5 ans -36,40%
Perte maximale depuis la création -36,40%

Volatilité sur 1 an

— Les données utilisées sont mises à disposition par Trackinsight, etfinfo, Xignite Inc., gettex, FactSet et justETF GmbH.

Les cotations sont des cotations en temps réel (gettex), des cotations boursières retardées de 15 minutes ou des VNI (quotidiennes publiées par le fournisseur du fonds). Par défaut, les rendements des ETF incluent les paiements de dividendes (le cas échéant). Aucune garantie n'est donnée quant à l'exhaustivité, la précision et l'exactitude des informations affichées.