Healthpeak Properties, Inc.

ISIN US42250P1030

WKN A2N5NP

Market cap (in EUR)

12,960 m

Country

United States

Sector

Finance

Dividend yield

5.64%

Overview

Quote

Description

Healthpeak Properties, Inc. engages in acquiring, developing, owning, leasing, and managing healthcare real estate across the United States. It operates through the following segments: Outpatient Medical, Lab, and Senior Housing. The Outpatient Medical segment includes outpatient medical buildings and hospitals. The Lab segment consists of laboratory and office space. The Senior Housing segment includes life plan communities and unconsolidated joint venture with a sovereign wealth fund that owns 19 senior housing assets and loans receivable. The company was founded in March 1985 and is headquartered in Denver, CO.

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Finance Real Estate Real Estate Investment Trusts (REITs) United States

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Financials

Key metrics

Market capitalisation, EUR	12,960 m
EPS, EUR	0.30
P/B ratio	1.9
P/E ratio	61.8
Dividend yield	5.64%

Income statement (2025)

Revenue, EUR	2,502 m
Net income, EUR	62 m
Profit margin	2.50%

What ETF is Healthpeak Properties, Inc. in?

There are 230 ETFs which contain Healthpeak Properties, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Healthpeak Properties, Inc. is the WisdomTree New Economy Real Estate UCITS ETF USD Dist.

ETF	Weight	Investment focus	Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.11%	Equity World Small Cap Climate Change	485
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.04%	Equity United States Multi-Factor Strategy	9
BNP Paribas Easy S&P 500 UCITS ETF	0.02%	Equity United States	164
Xtrackers S&P 500 Swap UCITS ETF 1C	0.02%	Equity United States	3,687
Xtrackers MSCI World Small Cap UCITS ETF 1D	0.13%	Equity World Small Cap	15
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.04%	Equity United States Social/Environmental Climate Change	328
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.19%	Equity World Social/Environmental	405
Robeco 3D US Equity UCITS ETF A GBP Hedged	0.10%	Equity United States Social/Environmental	2
iShares S&P 500 Swap PEA UCITS ETF EUR (Acc)	0.02%	Equity United States	59
WisdomTree New Economy Real Estate UCITS ETF USD Acc	3.75%	Real Estate World	14
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	0.49%	Real Estate World	43
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.02%	Equity United States	12,460
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.03%	Equity United States Social/Environmental	571
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.02%	Equity United States	17,127
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.02%	Equity United States	522
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity United States Equal Weighted	700
Xtrackers S&P 500 Swap UCITS ETF 1D	0.02%	Equity United States	3,142
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.02%	Equity United States	164
HSBC FTSE EPRA NAREIT Developed UCITS ETF CHF Hedged (Acc)	0.73%	Real Estate World	192
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.04%	Equity United States Social/Environmental Climate Change	319
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	1,097
ODDO BHF Global Balanced Allocation Active UCITS ETF AAA Acc	0.00%	Equity World Multi-Asset Strategy	1
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	0.73%	Real Estate World	2,340
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	550
iShares Developed Markets Property Yield UCITS ETF	0.85%	Real Estate World	801
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc)	0.86%	Real Estate World	52
Franklin U.S. Equity UCITS ETF	0.10%	Equity United States Multi-Factor Strategy	49
iShares World Equity High Income UCITS ETF USD (Dist)	0.01%	Equity World Covered Call Alternative Investments	905
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	457
Amundi PEA S&P 500 Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	255
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.16%	Equity United States Small Cap	2,411
Xtrackers MSCI World Small Cap UCITS ETF 1C	0.13%	Equity World Small Cap	138
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.02%	Equity United States	1,104
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.02%	Equity United States	1,804
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc	0.10%	Equity United States Mid Cap	4
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc	0.24%	Equity United States Small Cap	39
Fineco AM Amundi S&P 500 UCITS ETF Acc	0.02%	Equity United States	1
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Covered Call Alternative Investments	1
UBS S&P 500 ESG Elite UCITS ETF USD dis	0.11%	Equity United States Social/Environmental	279
Ossiam S&P 500 UCITS ETF 1C (EUR)	0.02%	Equity United States	781
Amundi PEA S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	1,050
Robeco 3D US Equity UCITS ETF A USD	0.10%	Equity United States Social/Environmental	373
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Social/Environmental	1
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.02%	Equity United States	2,199
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.36%	Equity United States Equal Weighted	2,230
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.02%	Equity United States	438
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	255
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	0.19%	Real Estate World	16
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.02%	Equity United States	56
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	0.19%	Real Estate World	55
WisdomTree Megatrends UCITS ETF USD	0.28%	Equity World Social/Environmental Innovation	57
Invesco S&P 500 High Dividend Low Volatility UCITS ETF CHF Hedged Acc	2.55%	Equity United States Low Volatility/Risk Weighted	6
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C	0.20%	Equity World Small Cap	10
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.04%	Equity United States Multi-Factor Strategy	110
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	613
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.36%	Equity United States Equal Weighted	93
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	0.65%	Real Estate World	13
Amundi S&P 500 Swap UCITS ETF USD Acc	0.02%	Equity United States	3,110
UBS Core S&P 500 UCITS ETF hGBP dis	0.02%	Equity United States	95
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,701
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)	0.10%	Equity World Small Cap	423
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.02%	Equity United States	4,826
iShares Core S&P 500 UCITS ETF USD (Dist)	0.02%	Equity United States	19,727
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental	0
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	126
Rize Global Sustainable Infrastructure UCITS ETF USD Dist	1.69%	Equity World Infrastructure Social/Environmental	84
UBS MSCI World Small Cap UCITS ETF USD acc	0.13%	Equity World Small Cap	41
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	2.55%	Equity United States Low Volatility/Risk Weighted	336
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,205
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.01%	Equity United States Multi-Factor Strategy	2
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental	22
Xtrackers S&P 500 Swap UCITS ETF 7C GBP Hedged	0.02%	Equity United States	2
Robeco 3D US Equity UCITS ETF A EUR Hedged	0.10%	Equity United States Social/Environmental	0
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.04%	Equity United States Value	161
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.04%	Equity United States Multi-Factor Strategy	28
UBS Core S&P 500 UCITS ETF hEUR acc	0.02%	Equity United States	232
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Social/Environmental	12
UBS MSCI USA Small Cap Selection UCITS ETF USD acc	0.42%	Equity United States Small Cap	228
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	426
Amundi PEA S&P 500 UCITS ETF Acc	0.02%	Equity United States	1,256
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.13%	Equity World Small Cap	46
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	3,992
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	0.85%	Real Estate World	231
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	0.96%	Equity World Infrastructure Social/Environmental	477
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	326
Amundi FTSE EPRA NAREIT Global II UCITS ETF Dist	0.73%	Real Estate World	67
Amundi PEA S&P 500 UCITS ETF EUR Hedged Acc	0.02%	Equity United States	269
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	1,354
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	53
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	133
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	54
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.04%	Equity United States Value	1
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD	0.17%	Equity United States Small Cap	914
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	90
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	30
Amundi Core S&P 500 UCITS ETF Dist	0.02%	Equity United States	1
WisdomTree S&P 500 EUR Daily Hedged	0.02%	Equity United States	4
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.02%	Equity United States	1,046
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.02%	Equity United States	284
iShares US Property Yield UCITS ETF	1.27%	Real Estate United States	545
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.11%	Equity United States Social/Environmental	569
Invesco S&P 500 EUR Hedged UCITS ETF	0.02%	Equity United States	2,792
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	1,716
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.20%	Equity United States Equal Weighted	14
iShares Core S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	134,305
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.02%	Equity North America Social/Environmental	260
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.02%	Equity United States	2,594
ODDO BHF Global Equity Active UCITS ETF C	0.00%	Equity World Social/Environmental	4
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	326
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	0.81%	Equity World Social/Environmental	3
Invesco S&P 500 UCITS ETF Dist	0.02%	Equity United States	8,929
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental	809
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.13%	Equity World Small Cap	1,486
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C	0.33%	Real Estate World	10
iShares US Property Yield UCITS ETF USD (Acc)	1.27%	Real Estate United States	20
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.02%	Equity United States	3,261
Xtrackers MSCI World IMI UCITS ETF 1C	0.02%	Equity World	23
Xtrackers S&P 500 UCITS ETF 4D	0.02%	Equity United States	6
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,107
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.10%	Equity United States Mid Cap	2
Amundi S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	4,127
UBS Core S&P 500 UCITS ETF USD dis	0.02%	Equity United States	1,241
UBS Core S&P 500 UCITS ETF hCHF acc	0.02%	Equity United States	933
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	0.85%	Real Estate World	109
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.03%	Equity United States Social/Environmental	346
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	11,916
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental	106
Invesco RAFI All-World Fundamental Value UCITS ETF	0.06%	Equity World Value	416
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	688
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	2
Amundi Core S&P 500 Swap UCITS ETF GBP Hedged Dist	0.02%	Equity United States	1,775
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	23
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.03%	Equity United States	199
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	683
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	0.73%	Real Estate World	390
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	8,302
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.06%	Equity United States Social/Environmental	9
Amundi S&P 500 Swap UCITS ETF USD Dist	0.02%	Equity United States	7
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,956
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	3,708
Franklin S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	272
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.02%	Equity United States	18,645
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.03%	Equity United States	23
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	482
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	243
WisdomTree New Economy Real Estate UCITS ETF USD Dist	3.75%	Real Estate World	6
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	132
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.02%	Equity United States	1,708
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.05%	Equity United States Value	1,176
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc)	0.26%	Equity World Small Cap	66
HSBC S&P 500 UCITS ETF USD	0.02%	Equity United States	8,701
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.04%	Equity United States Social/Environmental Climate Change	668
BNP Paribas Easy S&P 500 UCITS ETF EUR	0.02%	Equity United States	3,693
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	105
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,497
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.03%	Equity United States Social/Environmental	2,069
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.20%	Equity United States Equal Weighted	13
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	0.73%	Real Estate World	792
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.20%	Equity United States Equal Weighted	936
Vanguard FTSE Global Small-Cap UCITS ETF USD Dist	0.13%	Equity World Small Cap	11
Invesco S&P 500 Scored & Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,962
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.02%	Equity United States	32,506
Deka S&P 500 UCITS ETF	0.02%	Equity United States	157
WisdomTree S&P 500	0.02%	Equity United States	198
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	375
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental	2
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	121
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.20%	Equity United States Equal Weighted	0
ODDO BHF Global Balanced Allocation Active UCITS ETF C	0.00%	Equity World Multi-Asset Strategy	12
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.02%	Equity United States	142
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.36%	Equity United States Equal Weighted	24
Amundi Core S&P 500 UCITS ETF Acc	0.02%	Equity United States	25
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF CHF Hedged (acc)	0.20%	Equity United States Small Cap	34
Xtrackers S&P 500 Swap II UCITS ETF 1C	0.02%	Equity United States	5,144
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	2.02%	Real Estate World	204
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	1,184
Xtrackers S&P 500 UCITS ETF 4C	0.02%	Equity United States	2,603
ODDO BHF Global Equity Active UCITS ETF Acc - CGP	0.00%	Equity World Social/Environmental	1
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.20%	Equity United States Small Cap	81
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.03%	Equity United States Social/Environmental	1,321
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.01%	Equity United States Multi-Factor Strategy	47
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.02%	Equity United States	1,375
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.02%	Equity United States	8,908
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	2,609
Vanguard FTSE Global Small-Cap UCITS ETF USD Acc	0.13%	Equity World Small Cap	40
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.02%	Equity United States	861
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	241
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.11%	Equity United States Social/Environmental	189
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	0.85%	Real Estate World	91
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.02%	Equity United States	141
Invesco S&P 500 UCITS ETF Acc	0.02%	Equity United States	36,536
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	119
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.03%	Equity United States Social/Environmental	415
UBS S&P 500 SF UCITS ETF USD acc	0.02%	Equity United States	193
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist)	0.86%	Real Estate World	326
HSBC S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	554
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.20%	Equity United States Equal Weighted	22
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.04%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.02%	Equity United States	45,856
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	5,585
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,476
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	0.96%	Equity World Infrastructure Social/Environmental	41
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.05%	Equity United States Social/Environmental	4,213
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	53
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.02%	Equity United States	66
VanEck Multi-Asset Growth Allocation UCITS ETF	0.28%	Equity World Social/Environmental Multi-Asset Strategy	34
VanEck Global Real Estate UCITS ETF	1.05%	Real Estate World	471
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.11%	Equity United States Social/Environmental	9
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	211
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.20%	Equity United States Small Cap	230
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.01%	Equity World Covered Call Alternative Investments	26
iShares MSCI World Small Cap UCITS ETF	0.13%	Equity World Small Cap	7,959
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	2,135
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	444
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.03%	Equity United States	1
Ossiam S&P 500 UCITS ETF 1C/A (USD)	0.02%	Equity United States	1
Amundi Core S&P 500 Swap UCITS ETF Acc	0.02%	Equity United States	16,530
Amundi PEA S&P 500 Screened UCITS ETF S Acc	0.03%	Equity United States Social/Environmental	4
UBS Core S&P 500 UCITS ETF USD acc	0.02%	Equity United States	2,185
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.03%	Equity World Social/Environmental	22
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc	0.24%	Equity United States Small Cap	30
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0.73%	Real Estate World	58
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.02%	Equity United States	2,937
Amundi S&P 500 Climate Transition UCITS ETF (Acc)	0.02%	Equity United States Social/Environmental Climate Change	97
WisdomTree Tech Megatrends UCITS ETF USD Acc	0.58%	Equity World Technology Social/Environmental Innovation	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.02%	Equity United States	699
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.19%	Equity United States Social/Environmental	2,231
DZ BANK S&P 500 UCITS ETF Acc	0.02%	Equity United States	6
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	12

Performance

Returns overview

YTD	+34.16%
1 month	+9.27%
3 months	-0.70%
6 months	+10.32%
1 year	+19.35%
3 years	+24.61%
5 years	-37.12%
Since inception (MAX)	-41.15%
2025	-28.27%
2024	+4.95%
2023	-22.88%
2022	-25.90%

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).