Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

113,025 m

Country

Sweden

Sector

Finance

Dividend yield

1.33%

Overview

Quote

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

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Financials

Key metrics

Market capitalisation, EUR	113,025 m
EPS, EUR	7.85
P/B ratio	1.2
P/E ratio	4.8
Dividend yield	1.33%

Income statement (2025)

Revenue, EUR	7,584 m
Net income, EUR	14,267 m
Profit margin	188.13%

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	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	10,530
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,223
Amundi MSCI World Swap II UCITS ETF Dist	0.08%	Equity World	8,711
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental Climate Change	38
VanEck World Equal Weight Screened UCITS ETF A	0.38%	Equity World Equal Weighted	1,490
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.33%	Equity Europe Social/Environmental	520
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	48,874
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	12.69%	Equity Europe Financials	101
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.33%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	1,977
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.18%	Equity World Dividend	2,878
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,896
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,747
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	113
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.59%	Equity World Social/Environmental Multi-Asset Strategy	44
VanEck European Equal Weight Screened UCITS ETF A	1.02%	Equity Europe Equal Weighted	89
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	30,833
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.10%	Equity World Social/Environmental	600
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	57
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	959
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.65%	Equity Europe	3,391
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.47%	Equity Europe Social/Environmental Climate Change	27
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.17%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	4,166
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.41%	Equity Europe Covered Call Alternative Investments	28
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.98%	Equity Europe Momentum	41
iShares MSCI Europe ex-UK UCITS ETF	0.65%	Equity Europe	1,512
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.13%	Equity World Financials Social/Environmental	123
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.41%	Equity Europe Covered Call Alternative Investments	86
Xtrackers MSCI Europe UCITS ETF 1D	0.51%	Equity Europe	398
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,758
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.61%	Equity Europe Low Volatility/Risk Weighted	24
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.65%	Equity Europe Social/Environmental	35
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.41%	Equity Europe Social/Environmental	119
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,084
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	187
Amundi Core MSCI Europe UCITS ETF Dist	0.51%	Equity Europe	459
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.47%	Equity Europe	2,997
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	60
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	23,361
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.58%	Equity Europe Social/Environmental	495
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.51%	Equity Europe	10,753
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.18%	Equity World Dividend	9,697
Amundi Prime Europe UCITS ETF DR (D)	0.53%	Equity Europe	257
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.83%	Equity Europe Multi-Factor Strategy	222
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.91%	Equity Europe Social/Environmental	5,004
Amundi MSCI Europe Growth UCITS ETF Dist	1.00%	Equity Europe Growth	92
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.47%	Equity Europe	4,826
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	667
Xtrackers MSCI Nordic UCITS ETF 1D	4.77%	Equity Europe	1,020
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	0
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.65%	Equity Europe	1,461

Performance

Returns overview

YTD	+23.29%
1 month	+4.14%
3 months	+8.34%
6 months	+8.84%
1 year	+43.09%
3 years	+118.87%
5 years	+85.39%
Since inception (MAX)	+385.70%
2025	+20.02%
2024	+21.11%
2023	+22.34%
2022	-22.91%

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).