Healthpeak Properties, Inc.

ISIN US42250P1030

WKN A2N5NP

Market cap (in EUR)

13,549 m

Country

United States

Sector

Finance

Dividend yield

5.56%

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	13,549 m
EPS, EUR	0.28
P/B ratio	2.0
P/E ratio	68.8
Dividend yield	5.56%

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 228 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 Invesco S&P 500 High Dividend Low Volatility UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	1,024
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	754
Xtrackers MSCI World Small Cap UCITS ETF 1D	0.13%	Equity World Small Cap	11
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.03%	Equity United States Social/Environmental Climate Change	320
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,509
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	46
WisdomTree New Economy Real Estate UCITS ETF USD Acc	2.25%	Real Estate World	11
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	0.61%	Real Estate World	36
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	28
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.01%	Equity United States	43
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.03%	Equity United States Social/Environmental	538
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.02%	Equity United States	15,480
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,923
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.33%	Equity United States Equal Weighted	1,150
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	43
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.04%	Equity United States Social/Environmental Climate Change	306
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	1,213
UBS MSCI USA Value UCITS ETF USD dis	0.02%	Equity United States Value	576
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	0.67%	Real Estate World	1,875
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	592
iShares Developed Markets Property Yield UCITS ETF	0.76%	Real Estate World	1,081
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc)	0.80%	Real Estate World	51
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	393
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.11%	Equity United States Small Cap	2,784
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	685
Xtrackers MSCI World Small Cap UCITS ETF 1C	0.13%	Equity World Small Cap	129
Invesco MSCI USA Universal Screened UCITS ETF	0.04%	Equity United States Social/Environmental	38
UBS S&P 500 ESG Elite UCITS ETF USD dis	0.11%	Equity United States Social/Environmental	512
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.03%	Equity United States	2
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.11%	Equity United States Social/Environmental Climate Change	14
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.33%	Equity United States Equal Weighted	1,354
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.02%	Equity United States	446
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	0.40%	Real Estate World	12
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	278
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)	0.40%	Real Estate World	28
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,254
WisdomTree Megatrends UCITS ETF USD	0.24%	Equity World Social/Environmental Innovation	58
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C	0.20%	Equity World Small Cap	10
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.06%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	233
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.33%	Equity United States Equal Weighted	2
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.18%	Equity United States Multi-Factor Strategy	94
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF	0.43%	Equity United States Social/Environmental Climate Change	56
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	0.63%	Real Estate World	14
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	37
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.10%	Equity World Dividend	3
UBS Core S&P 500 UCITS ETF hGBP dis	0.02%	Equity United States	68
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.37%	Equity United States Equal Weighted	2,415
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)	0.06%	Equity World Small Cap	379
iShares Core S&P 500 UCITS ETF USD (Dist)	0.02%	Equity United States	19,317
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	313
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Rize Global Sustainable Infrastructure UCITS ETF USD Dist	1.80%	Equity World Infrastructure Social/Environmental	75
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	3.27%	Equity United States Low Volatility/Risk Weighted	393
Invesco S&P 500 Equal Weight UCITS ETF	0.22%	Equity United States Equal Weighted	1,057
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,170
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	0.04%	Equity United States Social/Environmental	21
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.11%	Equity United States Social/Environmental Climate Change	437
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	26
UBS Core S&P 500 UCITS ETF hEUR acc	0.02%	Equity United States	195
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.10%	Equity World Small Cap	41
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	252
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	66
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	108
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	0.76%	Real Estate World	225
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,420
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	88
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	1.05%	Equity World Infrastructure Social/Environmental	468
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.11%	Equity United States Social/Environmental Climate Change	148
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	327
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	882
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.01%	Equity United States	188
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.13%	Equity World Mid Cap	7
UBS MSCI World Selection UCITS ETF hEUR dis	0.02%	Equity World Social/Environmental	314
UBS MSCI World Selection UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	293
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.37%	Equity United States Equal Weighted	142
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	437
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	31
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.01%	Equity United States	616
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD	0.16%	Equity United States Small Cap	918
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	86
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	26
iShares US Property Yield UCITS ETF	1.16%	Real Estate United States	599
UBS Core MSCI USA UCITS ETF hGBP acc	0.01%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	896
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.11%	Equity United States Social/Environmental	539
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	2,150
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist)	0.11%	Equity United States Social/Environmental Climate Change	-
iShares Core S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	131,818
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	98
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.02%	Equity North America Social/Environmental	248
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.11%	Equity United States Social/Environmental Climate Change	16
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.02%	Equity United States	2,441
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	384
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	0.78%	Equity World Social/Environmental	3
UBS Core MSCI USA UCITS ETF USD dis	0.01%	Equity United States	1,278
UBS MSCI USA Universal UCITS ETF USD acc	0.02%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.04%	Equity United States Social/Environmental	931
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.04%	Equity United States Social/Environmental	4
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.10%	Equity World Small Cap	1,670
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C	0.13%	Real Estate World	10
iShares US Property Yield UCITS ETF USD (Acc)	1.16%	Real Estate United States	16
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	6
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.02%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	969
Amundi S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	3,861
UBS Core S&P 500 UCITS ETF USD dis	0.02%	Equity United States	1,213
UBS Core S&P 500 UCITS ETF hCHF acc	0.02%	Equity United States	734
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	117
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	0.76%	Real Estate World	100
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	9,920
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	37
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.04%	Equity United States Social/Environmental	448
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	547
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	10,393
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	2,719
Invesco RAFI All-World Fundamental Value UCITS ETF	0.10%	Equity World Value	234
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2
UBS MSCI USA NSL UCITS ETF USD acc	0.00%	Equity United States	3,011
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	20
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	80
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,465
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.02%	Equity United States	210
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	14
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	531
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	0.68%	Real Estate World	375
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	538
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	6,304
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.05%	Equity United States Social/Environmental	11
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,828
UBS MSCI USA Selection UCITS ETF USD acc	0.02%	Equity United States Social/Environmental	2,406
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	100
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	309
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.02%	Equity United States	18,379
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.02%	Equity United States	31
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	343
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	159
WisdomTree New Economy Real Estate UCITS ETF USD Dist	2.25%	Real Estate World	6
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.04%	Equity United States Value	866
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc)	0.24%	Equity World Small Cap	134
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	660
HSBC S&P 500 UCITS ETF USD	0.02%	Equity United States	8,605
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	672
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	68
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,331
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.04%	Equity United States Social/Environmental	1,961
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.01%	Equity United States	729
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	142
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	0.67%	Real Estate World	849
UBS MSCI World Selection UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	35
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.02%	Equity United States	29,390
UBS Core MSCI USA UCITS ETF USD acc	0.01%	Equity United States	2,757
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	349
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	278
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.02%	Equity United States	17
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.33%	Equity United States Equal Weighted	134
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.02%	Equity United States	20
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.33%	Equity United States Social/Environmental Climate Change	116
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.02%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	119
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	2.39%	Real Estate World	184
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	661
Xtrackers S&P 500 UCITS ETF 4C	0.02%	Equity United States	1,621
UBS MSCI World Selection UCITS ETF USD acc	0.02%	Equity World Social/Environmental	728
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	1
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.19%	Equity United States Small Cap	76
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.03%	Equity United States Social/Environmental	1,208
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.16%	Equity World Social/Environmental Multi-Asset Strategy	21
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.01%	Equity United States Multi-Factor Strategy	91
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.02%	Equity United States	1,388
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	2,420
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.02%	Equity United States	8,649
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	213
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.11%	Equity United States Social/Environmental	244
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	0.76%	Real Estate World	81
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.02%	Equity United States	126
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	117
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	59
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.21%	Equity World Social/Environmental Multi-Asset Strategy	41
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.04%	Equity United States Social/Environmental	512
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist)	0.80%	Real Estate World	329
HSBC S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	648
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.15%	Equity World Multi-Factor Strategy	586
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.02%	Equity United States	45,879
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	4,212
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,320
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	1.05%	Equity World Infrastructure Social/Environmental	40
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.05%	Equity United States Social/Environmental	4,385
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	55
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.10%	Equity World Dividend	139
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.02%	Equity United States	61
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	106
VanEck Global Real Estate UCITS ETF	0.99%	Real Estate World	420
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.11%	Equity United States Social/Environmental	11
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	190
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.19%	Equity United States Small Cap	226
UBS MSCI USA Selection UCITS ETF hEUR acc	0.02%	Equity United States Social/Environmental	0
iShares MSCI World Small Cap UCITS ETF	0.12%	Equity World Small Cap	7,238
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	429
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.02%	Equity United States	1
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.05%	Equity World Social/Environmental Catholic principles	162
UBS Core S&P 500 UCITS ETF USD acc	0.02%	Equity United States	1,699
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	80
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.03%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,284
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.05%	Equity United States Social/Environmental	1,081
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0.68%	Real Estate World	63
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	4
WisdomTree Tech Megatrends UCITS ETF USD Acc	0.63%	Equity World Technology Social/Environmental Innovation	8
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.02%	Equity United States	665
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.11%	Equity United States Social/Environmental Climate Change	2
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	11
UBS MSCI USA UCITS ETF USD dis	0.01%	Equity United States	503

Performance

Returns overview

YTD	+36.13%
1 month	+9.73%
3 months	+30.13%
6 months	+28.28%
1 year	+21.47%
3 years	+1.25%
5 years	-34.52%
Since inception (MAX)	-39.02%
2025	-24.68%
2024	+0.13%
2023	-24.41%
2022	-21.70%

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).