Arthur J Gallagher

ISIN US3635761097

WKN 869761

Market cap (in EUR)

56,420 m

Country

United States

Sector

Finance

Dividend yield

0.99%

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Overview

Quote

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Description

Arthur J. Gallagher & Co. engages in the provision of insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. It operates through the following segments: Brokerage, Risk Management, and Corporate. The Brokerage segment consists of retail and wholesale insurance brokerage operations. The Risk Management segment provides contract claim settlement and administration services. The Corporate segment manages clean energy and other investments. The company was founded by Arthur J. Gallagher in 1927 and is headquartered in Rolling Meadows, IL.

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Finance Insurance United States

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Financials

Key metrics

Market capitalisation, EUR	56,420 m
EPS, EUR	5.69
P/B ratio	2.9
P/E ratio	41.2
Dividend yield	0.99%

Income statement (2024)

Revenue, EUR	10,682 m
Net income, EUR	1,352 m
Profit margin	12.66%

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What ETF is Arthur J Gallagher in?

There are 336 ETFs which contain Arthur J Gallagher. All of these ETFs are listed in the table below. The ETF with the largest weighting of Arthur J Gallagher is the Goshawk Global Balanced Fund UCITS ETF Accumulating.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.08%	Equity United States Multi-Factor Strategy	9
UBS Core MSCI World UCITS ETF hCHF acc	0.07%	Equity World	688
Xtrackers MSCI USA Screened UCITS ETF 1C	0.14%	Equity United States Social/Environmental	213
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.49%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	669
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.11%	Equity United States Social/Environmental Climate Change	481
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	721
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.19%	Equity World Fundamental/Quality	3,663
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.24%	Equity World Social/Environmental Climate Change	24
SPDR MSCI World Financials UCITS ETF	0.47%	Equity World Financials	298
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	15
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	13,326
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.07%	Equity United States Social/Environmental	30
Amundi MSCI USA Screened UCITS ETF Acc	0.14%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.11%	Equity United States	48
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.17%	Equity United States Social/Environmental	535
SPDR S&P 500 UCITS ETF (Acc)	0.11%	Equity United States	11,438
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	1,287
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.57%	Equity United States Large Cap	204
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	600
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	1,656
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.07%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity World Social/Environmental	67
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.12%	Equity United States Social/Environmental Climate Change	415
Amundi Core MSCI USA UCITS ETF Acc	0.12%	Equity United States	2,653
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.11%	Equity United States Social/Environmental Climate Change	2,066
UBS MSCI USA Value UCITS ETF USD dis	0.09%	Equity United States Value	428
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.08%	Equity World Social/Environmental	485
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.40%	Equity United States Social/Environmental	1,054
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.27%	Equity United States Social/Environmental	1,085
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	309
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.23%	Equity United States Multi-Factor Strategy	153
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	348
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.40%	Equity United States Social/Environmental	7
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.13%	Equity United States Social/Environmental	34
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.50%	Equity World Low Volatility/Risk Weighted	654
JPMorgan Active US Value UCITS ETF USD (dist)	0.38%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.22%	Equity World Multi-Factor Strategy	0
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.85%	Equity United States Financials	788
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	320
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.12%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.19%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.06%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.69%	Equity World Covered Call Alternative Investments	72
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,457
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.98%	Equity United States Covered Call Alternative Investments	21
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.40%	Equity United States Social/Environmental	8,993
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.45%	Equity United States Social/Environmental Climate Change	8
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.29%	Equity World Social/Environmental	434
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.14%	Equity United States Social/Environmental Climate Change	157
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,015
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.14%	Equity United States	575
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	206
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.14%	Equity United States	47
UBS MSCI ACWI Universal UCITS ETF USD dis	0.08%	Equity World Social/Environmental	1,866
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.23%	Equity World Fundamental/Quality	2,220
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	700
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	2,427
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.26%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.29%	Equity World Social/Environmental	322
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.08%	Equity United States Multi-Factor Strategy	93
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.29%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	186
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	2
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF Acc	0.34%	Equity United States Social/Environmental Climate Change	153
UBS Core S&P 500 UCITS ETF hGBP dis	0.11%	Equity United States	62
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.30%	Equity United States Equal Weighted	2,010
iShares Core S&P 500 UCITS ETF USD (Dist)	0.12%	Equity United States	17,364
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.07%	Equity United States Social/Environmental	230
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.22%	Equity World Social/Environmental Climate Change	247
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.08%	Equity World Social/Environmental Climate Change	475
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.44%	Equity World Low Volatility/Risk Weighted	2,229
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.18%	Equity United States Equal Weighted	635
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.16%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	864
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.56%	Equity World Low Volatility/Risk Weighted Climate Change	4
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.16%	Equity United States Social/Environmental	14
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.16%	Equity World Social/Environmental	105
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.45%	Equity United States Social/Environmental Climate Change	503
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.62%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	269
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.66%	Equity World Financials Social/Environmental	117
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.08%	Equity United States Multi-Factor Strategy	29
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.16%	Equity World Social/Environmental	902
HSBC MSCI World UCITS ETF USD	0.07%	Equity World	12,514
UBS Core S&P 500 UCITS ETF hEUR acc	0.11%	Equity United States	257
Amundi Russell 1000 Growth UCITS ETF Acc	0.02%	Equity United States Growth	659
L&G Global Equity UCITS ETF	0.10%	Equity World Social/Environmental	939
Invesco MSCI World Universal Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	203
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	1,442
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental	47
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	92
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	1,375
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.26%	Equity World Social/Environmental	165
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.45%	Equity United States Social/Environmental Climate Change	129
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental Climate Change	457
Xtrackers MSCI USA UCITS ETF 1C	0.13%	Equity United States	9,121
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 1C	0.62%	Equity World Low Volatility/Risk Weighted	7
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	292
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.11%	Equity United States	328
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.10%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.21%	Equity World Social/Environmental	197
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.16%	Equity World Social/Environmental	47
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	962
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.30%	Equity United States Equal Weighted	113
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	114
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	16
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.11%	Equity United States	472
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.11%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.29%	Equity World Social/Environmental	5,121
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.15%	Equity World Financials Social/Environmental	537
UBS Core MSCI USA UCITS ETF hGBP acc	0.11%	Equity United States	56
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	662
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.19%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.10%	Equity World	404
iShares Core MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	108,583
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental Climate Change	0
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.12%	Equity United States	2,966
iShares Core S&P 500 UCITS ETF USD (Acc)	0.12%	Equity United States	114,310
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	71
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.11%	Equity North America Social/Environmental	305
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.45%	Equity United States Social/Environmental Climate Change	66
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.12%	Equity United States	89
L&G US Equity UCITS ETF	0.14%	Equity United States Social/Environmental	1,001
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	665
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.09%	Equity World	21
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Social/Environmental	318
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.26%	Equity World Social/Environmental	52
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.07%	Equity United States Social/Environmental Climate Change	34
UBS Core MSCI USA UCITS ETF USD dis	0.11%	Equity United States	1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	18,562
UBS MSCI USA Universal UCITS ETF USD acc	0.13%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.16%	Equity United States Social/Environmental	926
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.13%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.06%	Equity World	7,078
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.20%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.11%	Equity United States	2,755
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental Climate Change	306
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.20%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.14%	Equity United States Social/Environmental Climate Change	11
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.22%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.13%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	957
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.15%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.14%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.08%	Equity World Social/Environmental	718
Amundi S&P 500 Screened UCITS ETF Acc	0.19%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	917
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.44%	Equity World Low Volatility/Risk Weighted	175
UBS Core S&P 500 UCITS ETF USD dis	0.11%	Equity United States	1,050
UBS Core S&P 500 UCITS ETF hCHF acc	0.11%	Equity United States	398
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	87
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.13%	Equity United States	527
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.62%	Equity United States Buffer Alternative Investments	6
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.20%	Equity United States Social/Environmental Climate Change	427
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	5,308
JPMorgan Active US Value UCITS ETF USD (acc)	0.38%	Equity United States Value	59
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.22%	Equity World Social/Environmental Climate Change	43
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.16%	Equity United States Social/Environmental	319
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.22%	Equity World Social/Environmental Climate Change	205
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	506
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,308
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.13%	Equity United States Social/Environmental	2,811
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.26%	Equity World Social/Environmental	2
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.16%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.24%	Equity United States Social/Environmental	29
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.10%	Equity United States	2,773
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.49%	Equity United States Low Volatility/Risk Weighted	5
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.10%	Equity United States Social/Environmental Climate Change	33
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	0.90%	Equity United States Social/Environmental	5
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	814
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.92%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.29%	Equity World Social/Environmental	17
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.15%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.08%	Equity World	1,337
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	4,742
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.29%	Equity World Social/Environmental	1,907
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.14%	Equity United States	322
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.22%	Equity World Social/Environmental Climate Change	3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	370
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	383
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.10%	Equity World Social/Environmental Climate Change	139
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.05%	Equity World	3,911
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.27%	Equity United States Social/Environmental	10
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.69%	Equity World Covered Call Alternative Investments	1,127
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.37%	Equity United States Low Volatility/Risk Weighted	58
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.12%	Equity World Social/Environmental Catholic principles	79
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.12%	Equity United States Social/Environmental	1,347
Franklin S&P 500 Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	0.11%	Equity United States	15,166
SPDR MSCI World UCITS ETF	0.08%	Equity World	13,733
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.24%	Equity United States Social/Environmental	275
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	56
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.05%	Equity World	70
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	3,479
Invesco FTSE RAFI US 1000 UCITS ETF	0.05%	Equity United States Fundamental/Quality	565
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.10%	Equity North America	2,108
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.98%	Equity United States Covered Call Alternative Investments	221
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	782
HSBC S&P 500 UCITS ETF USD	0.11%	Equity United States	7,042
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.11%	Equity United States Social/Environmental Climate Change	2,372
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	42
HSBC USA SCREENED EQUITY UCITS ETF USD	0.01%	Equity United States Social/Environmental Climate Change	698
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,048
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.16%	Equity United States Social/Environmental	1,690
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.11%	Equity United States	477
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	314
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	245
Xtrackers MSCI World Screened UCITS ETF 1D	0.10%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	4,892
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.24%	Equity United States Social/Environmental	189
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	2,119
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.11%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.11%	Equity United States	25,377
UBS Core MSCI USA UCITS ETF USD acc	0.11%	Equity United States	2,053
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	943
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	133
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	280
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	7,053
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.16%	Equity World Social/Environmental	14
HSBC MSCI World UCITS ETF CHF hedged	0.07%	Equity World	50
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental Climate Change	108
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	1,309
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	4,481
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.23%	Equity World Growth Multi-Asset Strategy	18
iShares Ageing Population UCITS ETF	0.42%	Equity World Health Care Social/Environmental Ageing Population	552
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.08%	Equity World Social/Environmental	286
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	133
Amundi Core MSCI USA UCITS ETF Dist	0.12%	Equity United States	772
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.04%	Equity North America Social/Environmental Climate Change	620
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.13%	Equity United States	7
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.07%	Equity United States Social/Environmental Climate Change	152
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.08%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.22%	Equity United States Value	238
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.10%	Equity North America	2,478
Xtrackers S&P 500 UCITS ETF 4C	0.14%	Equity United States	909
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.40%	Equity United States Social/Environmental	933
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.29%	Equity World Social/Environmental	791
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.22%	Equity World Social/Environmental Climate Change	1
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.44%	Equity World Low Volatility/Risk Weighted	72
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.14%	Equity United States Social/Environmental	15
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.37%	Equity United States Low Volatility/Risk Weighted	1,173
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.19%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	7,356
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.38%	Equity United States Value	4
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,523
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.12%	Equity United States	1,241
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.12%	Equity United States	7,994
SPDR S&P 500 EUR Hedged UCITS ETF	0.11%	Equity United States	2,423
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	26,469
HSBC MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	1,439
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.66%	Equity World Financials Social/Environmental	569
Xtrackers MSCI USA UCITS ETF 1D	0.13%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,421
iShares MSCI North America UCITS ETF	0.11%	Equity North America	1,090
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.40%	Equity United States Social/Environmental	56
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.12%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.10%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.08%	Equity World Social/Environmental	379
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.11%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.10%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.01%	Equity United States Growth	452
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.20%	Equity United States Social/Environmental	94
UBS Core MSCI World UCITS ETF hGBP acc	0.07%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	49
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.16%	Equity United States Social/Environmental	535
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	21,254
HSBC S&P 500 UCITS ETF USD (Acc)	0.11%	Equity United States	455
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.11%	Equity United States	42,491
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.08%	Equity United States Multi-Factor Strategy	31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	959
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.26%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	3,217
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	770
Xtrackers MSCI USA Financials UCITS ETF 1D	1.02%	Equity United States Financials	852
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	4,849
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	180
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.37%	Equity United States Low Volatility/Risk Weighted	99
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.11%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	85
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.17%	Equity United States Social/Environmental	51
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.14%	Equity United States	62
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental	13,897
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental	118
JPMorgan Active US Equity UCITS ETF USD (dist)	0.90%	Equity United States Social/Environmental	7
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	16,176
JPMorgan Active US Equity UCITS ETF USD (acc)	0.90%	Equity United States Social/Environmental	46
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	456
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.17%	Equity United States Social/Environmental	390
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.14%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.13%	Equity World Social/Environmental Catholic principles	143
UBS Core S&P 500 UCITS ETF USD acc	0.11%	Equity United States	894
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	2,634
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	28
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.19%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	83
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental	1,188
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States Social/Environmental	520
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.12%	Equity United States Social/Environmental	931
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.04%	Equity North America Social/Environmental Climate Change	43
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.13%	Equity United States	264
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.07%	Equity United States Social/Environmental	1,319
Xtrackers MSCI World Financials UCITS ETF 1C	0.58%	Equity World Financials	2,560
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.89%	Equity United States Financials	2,115
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	15
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.15%	Equity United States Social/Environmental Climate Change	1
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.44%	Equity World Low Volatility/Risk Weighted	17
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	247
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.14%	Equity United States	520
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.45%	Equity United States Social/Environmental Climate Change	3
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.11%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.11%	Equity United States	449

Performance

Returns overview

YTD	-15.74%
1 month	-0.18%
3 months	-14.91%
6 months	-20.06%
1 year	-15.65%
3 years	+22.95%
5 years	+107.08%
Since inception (MAX)	+141.67%
2024	+29.45%
2023	+13.16%
2022	+23.28%
2021	+40.83%

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).