3i Group Plc

ISIN GB00B1YW4409

WKN A0MU9Q

Marktkapitalisatie (in EUR)

33,959 m

Land

United Kingdom

Sector

Finance

Dividendrendement

2.92%

Overzicht

Koers

Beschrijving

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

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	33,959 m
WPA, EUR	-
KBV	1.0
K/W	5.4
Dividendrendement	2.92%

Income statement (2025)

Omzet, EUR	1,458 m
Netto-inkomen, EUR	6,122 m
Winstmarge	419.83%

What ETF is 3i Group Plc in?

There are 61 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	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	11,470
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,426
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental Climate Change	41
Amundi MSCI World Swap II UCITS ETF Dist	0.04%	Equity World	8,912
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	2.57%	Equity United Kingdom Social/Environmental Climate Change	868
VanEck World Equal Weight Screened UCITS ETF A	0.35%	Equity World Equal Weighted	1,543
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	54,126
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.27%	Equity World Social/Environmental	1
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	5.63%	Equity Europe Financials	97
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	8
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental Climate Change	4,427
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	2,068
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.09%	Equity World Dividend	3,047
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	6,122
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,760
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	1.08%	Equity United Kingdom	45
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	116
Xtrackers MSCI UK ESG UCITS ETF 1D	2.12%	Equity United Kingdom Social/Environmental	835
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.96%	Equity United Kingdom	223
VanEck European Equal Weight Screened UCITS ETF A	0.92%	Equity Europe Equal Weighted	85
iShares MSCI All Country World UCITS ETF USD (Acc)	0.03%	Equity World	31,931
Xtrackers FTSE 100 UCITS ETF Income 1D	1.09%	Equity United Kingdom	96
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	571
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	952
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	1.08%	Equity United Kingdom	5,330
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.41%	Equity Europe Social/Environmental Climate Change	35
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.03%	Equity World	71
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	1.08%	Equity United Kingdom	2,206
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.33%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	4,273
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.30%	Equity Europe Covered Call Alternative Investments	26
iShares MSCI World SRI UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental	1,644
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF Dist	1.14%	Equity Europe Social/Environmental	45
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.37%	Equity World Financials Social/Environmental	156
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	1.05%	Equity Europe Social/Environmental	189
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.30%	Equity Europe Covered Call Alternative Investments	114
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist)	0.10%	Equity World Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1D	0.26%	Equity Europe	386
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.16%	Equity World Social/Environmental Climate Change	0
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.09%	Equity World	9
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,836
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.33%	Equity Europe Social/Environmental	34
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	1.02%	Equity Europe Fundamental/Quality	31
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.34%	Equity Europe Social/Environmental	119
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,030
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.23%	Equity World Social/Environmental Climate Change	197
Amundi Core MSCI Europe UCITS ETF Dist	0.26%	Equity Europe	465
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.25%	Equity Europe	3,040
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	61
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	24,052
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.29%	Equity Europe Social/Environmental	479
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.25%	Equity World Value	396
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.25%	Equity Europe	10,442
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.09%	Equity World Dividend	9,910
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.92%	Equity Europe Value	120
iShares Core FTSE 100 UCITS ETF GBP (Dist)	1.08%	Equity United Kingdom	18,759
Amundi Prime Europe UCITS ETF DR (D)	0.28%	Equity Europe	266
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.35%	Equity Europe Social/Environmental	4,983
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.25%	Equity Europe	4,710
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	678
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	1.05%	Equity Europe Social/Environmental	8

Prestaties

Rendementsoverzicht

YTD	-23,75%
1 maand	-11,81%
3 maanden	-7,75%
6 maanden	-6,92%
1 jaar	-43,23%
3 jaar	+22,63%
5 jaar	+91,13%
Since inception	+377,83%
2025	-13,36%
2024	+54,45%
2023	+84,87%
2022	-13,14%

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).