Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

929,956 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

Quote

Trade with your broker

Description

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Show more Show less

Finance Insurance United States

Chart

Financials

Key metrics

Market capitalisation, EUR	929,956 m
EPS, EUR	28.33
P/B ratio	1.6
P/E ratio	16.1
Dividend yield	0.00%

Income statement (2024)

Revenue, EUR	343,380 m
Net income, EUR	82,274 m
Profit margin	23.96%

What ETF is Berkshire Hathaway, Inc. in?

There are 254 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the iShares S&P 500 Financials Sector UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.88%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.78%	Equity World	669
Xtrackers MSCI USA Screened UCITS ETF 1C	1.24%	Equity United States Social/Environmental	200
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.81%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	665
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	35
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	687
SPDR MSCI World Financials UCITS ETF	4.85%	Equity World Financials	293
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.30%	Equity United States Social/Environmental	13,552
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	15
SPDR S&P 500 UCITS ETF (Acc)	1.50%	Equity United States	11,324
UBS Core MSCI World UCITS ETF USD dis	0.78%	Equity World	1,215
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	1.51%	Equity United States	46
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	1.17%	Equity World Low Volatility/Risk Weighted	58
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.30%	Equity United States Social/Environmental	1,615
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	33
iShares MSCI ACWI UCITS ETF USD (Dist)	0.70%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.81%	Equity World Social/Environmental	62
UBS MSCI USA Value UCITS ETF USD dis	2.45%	Equity United States Value	419
Amundi Core MSCI USA UCITS ETF Acc	1.13%	Equity United States	2,491
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	1.47%	Equity United States Social/Environmental	1,049
Franklin U.S. Equity UCITS ETF	1.07%	Equity United States Multi-Factor Strategy	62
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.36%	Equity United States Social/Environmental	1,065
iShares World Equity High Income UCITS ETF USD (Dist)	0.48%	Equity World Social/Environmental	145
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.98%	Equity United States Multi-Factor Strategy	168
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.67%	Equity World	329
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	1.47%	Equity United States Social/Environmental	7
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.32%	Equity United States Social/Environmental	32
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.96%	Equity United States Social/Environmental	36
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.73%	Equity World	-
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	1.20%	Equity World Low Volatility/Risk Weighted	689
JPMorgan Active US Value UCITS ETF USD (dist)	1.33%	Equity United States Value	6
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	11.68%	Equity United States Financials	767
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.92%	Equity United States Social/Environmental Multi-Asset Strategy	22
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.69%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.31%	Equity World Covered Call Alternative Investments	71
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.72%	Equity World	29
Xtrackers MSCI World UCITS ETF 1D	0.82%	Equity World	4,457
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	1.47%	Equity United States Social/Environmental	9,201
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.86%	Equity United States Covered Call Alternative Investments	15
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.18%	Equity United States Growth	9
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.65%	Equity United States Social/Environmental Multi-Asset Strategy	1
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.60%	Equity United States	574
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.43%	Equity World Social/Environmental Climate Change	133
UBS MSCI ACWI Universal UCITS ETF USD dis	0.64%	Equity World Social/Environmental	1,899
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.78%	Equity World	644
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.65%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.88%	Equity United States Multi-Factor Strategy	97
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.72%	Equity World Social/Environmental	321
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	187
SPDR S&P 500 Low Volatility UCITS ETF	1.11%	Equity United States Low Volatility/Risk Weighted	94
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	74
UBS Core S&P 500 UCITS ETF hGBP dis	1.49%	Equity United States	61
iShares Core S&P 500 UCITS ETF USD (Dist)	1.51%	Equity United States	17,512
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.17%	Equity World Low Volatility/Risk Weighted	2,237
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	597
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	860
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.34%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.83%	Equity World	820
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.88%	Equity United States Multi-Factor Strategy	29
HSBC MSCI World UCITS ETF USD	0.78%	Equity World	12,580
UBS Core S&P 500 UCITS ETF hEUR acc	1.49%	Equity United States	254
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.65%	Equity United States Social/Environmental Multi-Asset Strategy	1
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	1.51%	Equity United States	56
L&G Global Equity UCITS ETF	0.85%	Equity World Social/Environmental	947
Invesco MSCI World Universal Screened UCITS ETF Acc	0.62%	Equity World Social/Environmental	204
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.64%	Equity World Social/Environmental	63
UBS Core MSCI World UCITS ETF hGBP dis	0.78%	Equity World	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.64%	Equity World Social/Environmental	1,319
JPMorgan Active US Growth UCITS ETF USD (acc)	0.18%	Equity United States Growth	362
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.65%	Equity World Social/Environmental	165
Xtrackers MSCI USA UCITS ETF 1C	1.15%	Equity United States	9,332
UBS Core MSCI World UCITS ETF hEUR acc	0.78%	Equity World	275
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.07%	Equity United States	326
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	1.12%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.16%	Equity World Social/Environmental	196
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.79%	Equity World	952
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.72%	Equity World Social/Environmental	113
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.07%	Equity United States	464
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	10
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.00%	Equity United States Large Cap	19
Amundi Core MSCI World UCITS ETF Acc	0.82%	Equity World	8,682
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.72%	Equity World Social/Environmental	5,203
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.72%	Equity World Financials Social/Environmental	543
UBS Core MSCI USA UCITS ETF hGBP acc	1.07%	Equity United States	59
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	647
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.86%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.79%	Equity World	108,360
iShares Core S&P 500 UCITS ETF USD (Acc)	1.51%	Equity United States	115,996
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	70
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.51%	Equity United States	97
L&G US Equity UCITS ETF	1.18%	Equity United States Social/Environmental	1,055
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.78%	Equity World	630
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.82%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.65%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	1.07%	Equity United States	1,194
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.70%	Equity World	18,707
UBS MSCI USA Universal UCITS ETF USD acc	1.11%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.96%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.69%	Equity World	6,772
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.96%	Equity World	107
iShares MSCI USA UCITS ETF (Acc)	1.09%	Equity United States	2,696
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.28%	Equity World Multi-Factor Strategy	185
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.22%	Equity World Social/Environmental	180
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	945
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.69%	Equity United States Value Climate Change	7
UBS Core S&P 500 UCITS ETF USD dis	1.49%	Equity United States	1,044
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.17%	Equity World Low Volatility/Risk Weighted	174
UBS Core S&P 500 UCITS ETF hCHF acc	1.49%	Equity United States	484
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	86
L&G S&P 100 UCITS ETF USD Acc	2.20%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.15%	Equity United States	500
UBS Core MSCI World UCITS ETF USD acc	0.78%	Equity World	4,807
JPMorgan Active US Value UCITS ETF USD (acc)	1.33%	Equity United States Value	60
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.43%	Equity World Social/Environmental Climate Change	434
iShares Core MSCI World UCITS ETF USD (Dist)	0.79%	Equity World	412
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,400
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.96%	Equity United States Social/Environmental	2,858
Invesco FTSE RAFI All World 3000 UCITS ETF	0.72%	Equity World Fundamental/Quality	127
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	166
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.65%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.25%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.97%	Equity United States Large Cap	7
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.72%	Equity World	4
UBS MSCI USA NSL UCITS ETF USD acc	1.09%	Equity United States	2,753
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.81%	Equity United States Low Volatility/Risk Weighted	5
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.79%	Equity World	26
Amundi Prime All Country World UCITS ETF Acc	0.73%	Equity World	485
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.47%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.78%	Equity World	1,338
Vanguard FTSE Developed World UCITS ETF Acc	0.77%	Equity World	4,728
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.86%	Equity United States	324
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.72%	Equity World Social/Environmental	1,679
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	748
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	378
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.72%	Equity World Social/Environmental	459
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.58%	Equity World	3,882
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.31%	Equity World Covered Call Alternative Investments	1,112
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.91%	Equity United States Low Volatility/Risk Weighted	56
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.16%	Equity United States Social/Environmental	1,370
Franklin S&P 500 Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	1.50%	Equity United States	15,324
SPDR MSCI World UCITS ETF	0.78%	Equity World	13,319
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.58%	Equity World	67
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	38
Vanguard FTSE Developed World UCITS ETF Distributing	0.77%	Equity World	3,521
Invesco FTSE RAFI US 1000 UCITS ETF	1.46%	Equity United States Fundamental/Quality	568
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.40%	Equity North America	2,027
JPMorgan Active US Growth UCITS ETF USD (dist)	0.18%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.86%	Equity United States Covered Call Alternative Investments	215
UBS MSCI World Mega Cap UCITS ETF USD acc	1.91%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.64%	Equity World Social/Environmental	747
HSBC S&P 500 UCITS ETF USD	1.50%	Equity United States	7,088
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	796
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.07%	Equity United States	471
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.82%	Equity World	309
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.78%	Equity World	244
Xtrackers MSCI World Screened UCITS ETF 1D	0.90%	Equity World Social/Environmental	118
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.79%	Equity World	31
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.81%	Equity World Social/Environmental	4,777
Invesco FTSE All-World UCITS ETF Acc	0.72%	Equity World	2,065
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.69%	Equity United States Value Climate Change	18
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.80%	Equity World Social/Environmental Climate Change	29
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.50%	Equity United States	25,555
UBS Core MSCI USA UCITS ETF USD acc	1.07%	Equity United States	2,065
iShares MSCI World Screened UCITS ETF USD (Dist)	0.85%	Equity World Social/Environmental	821
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	2
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	284
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.30%	Equity United States Social/Environmental	7,221
iShares MSCI World Screened UCITS ETF USD (Acc)	0.85%	Equity World Social/Environmental	4,445
Amundi Core MSCI World UCITS ETF USD Dist	0.82%	Equity World	820
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.64%	Equity World Social/Environmental	313
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.76%	Equity World Social/Environmental	133
Amundi Core MSCI USA UCITS ETF Dist	1.13%	Equity United States	-
Amundi Core S&P 500 UCITS ETF Acc	1.57%	Equity United States	5
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.43%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.64%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	3.03%	Equity United States Value	229
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.40%	Equity North America	2,442
L&G Global Brands UCITS ETF USD Acc	3.82%	Equity World Fundamental/Quality Moat	54
Xtrackers S&P 500 UCITS ETF 4C	1.60%	Equity United States	904
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	1.47%	Equity United States Social/Environmental	940
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.72%	Equity World Social/Environmental	767
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.24%	Equity United States Social/Environmental	90
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.17%	Equity World Low Volatility/Risk Weighted	71
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.91%	Equity United States Low Volatility/Risk Weighted	1,344
iShares MSCI World UCITS ETF (Dist)	0.79%	Equity World	7,454
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	1.33%	Equity United States Value	4
Invesco S&P 500 QVM UCITS ETF	4.77%	Equity United States Multi-Factor Strategy	57
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.79%	Equity World	1,490
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.52%	Equity United States	7,796
SPDR S&P 500 EUR Hedged UCITS ETF	1.50%	Equity United States	2,327
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.70%	Equity World	26,098
HSBC MSCI World UCITS ETF USD (Acc)	0.78%	Equity World	1,406
Xtrackers MSCI USA UCITS ETF 1D	1.15%	Equity United States	245
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	4,503
iShares MSCI North America UCITS ETF	1.04%	Equity North America	1,111
Franklin US Mega Cap 100 UCITS ETF Acc	1.60%	Equity United States Large Cap	120
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.51%	Equity United States	0
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	1.47%	Equity United States Social/Environmental	51
Invesco Global Enhanced Equity UCITS ETF Acc	0.71%	Equity World Multi-Factor Strategy	239
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.48%	Equity United States	2
iShares MSCI ACWI UCITS ETF USD (Acc)	0.70%	Equity World	21,112
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	599
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.50%	Equity United States	43,484
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.88%	Equity United States Multi-Factor Strategy	31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.69%	Equity World	942
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.65%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,118
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.51%	Equity United States Large Cap	2
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.79%	Equity World	4,678
Invesco FTSE All-World UCITS ETF Dist	0.72%	Equity World	178
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.91%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	1.48%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	84
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.34%	Equity United States Multi-Factor Strategy	88
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.16%	Equity United States Social/Environmental	13,831
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.29%	Equity World Dividend	123
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.69%	Equity United States Value Climate Change	96
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.11%	Equity United States Low Volatility/Risk Weighted	19
Amundi Prime Global UCITS ETF Dist	0.83%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.82%	Equity World	16,076
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.71%	Equity World Multi-Factor Strategy	0
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.32%	Equity United States Social/Environmental	1
iShares World Equity High Income UCITS ETF USD (Acc)	0.48%	Equity World Social/Environmental	11
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	39
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	977
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.86%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.49%	Equity United States	972
Amundi Prime All Country World UCITS ETF Dist	0.73%	Equity World	2,193
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.73%	Equity United States	107
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.64%	Equity World Social/Environmental	1,180
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.16%	Equity United States Social/Environmental	876
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.20%	Equity United States Low Volatility/Risk Weighted	120
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.95%	Equity United States Social/Environmental	1,343
Xtrackers MSCI World Financials UCITS ETF 1C	5.01%	Equity World Financials	2,446
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.70%	Equity United States Financials	2,024
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.72%	Equity World	13
Invesco US Enhanced Equity UCITS ETF Acc	1.53%	Equity United States Multi-Factor Strategy	43
Finanzen.net MSCI World UCITS ETF Acc	0.82%	Equity World	6
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.17%	Equity World Low Volatility/Risk Weighted	17
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.04%	Equity United States Large Cap	303
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.65%	Equity United States Social/Environmental Multi-Asset Strategy	1,041
UBS MSCI USA UCITS ETF USD dis	1.08%	Equity United States	457

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.

Select your savings amount:

Execution fee	Account fee
0.00€	0.00€	View offer*
0.00€	0.00€	View offer*
0.00€	0.00€	View offer*
0.00€	0.00€
1.99€ 1.99%	0.00€

Source: justETF Research; As of 12/2025; *Affiliate link
- The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
- No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

Performance

Returns overview

YTD	-0.32%
1 month	+1.57%
3 months	+1.44%
6 months	+1.49%
1 year	-2.66%
3 years	+46.44%
5 years	+127.11%
Since inception (MAX)	+228.19%
2024	+34.29%
2023	+12.12%
2022	+8.73%
2021	+41.63%

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).