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.

Show more Show less

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

Chart

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 Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.10%	Equity World Small Cap Climate Change	486
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.04%	Equity United States Multi-Factor Strategy	8
BNP Paribas Easy S&P 500 UCITS ETF	0.02%	Equity United States	178
Xtrackers S&P 500 Swap UCITS ETF 1C	0.02%	Equity United States	3,888
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	343
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.49%	Equity World Social/Environmental	325
Robeco 3D US Equity UCITS ETF A GBP Hedged	0.09%	Equity United States Social/Environmental	2
iShares S&P 500 Swap PEA UCITS ETF EUR (Acc)	0.02%	Equity United States	58
WisdomTree New Economy Real Estate UCITS ETF USD Acc	2.97%	Real Estate World	14
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	0.64%	Real Estate World	37
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.02%	Equity United States	14,162
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.04%	Equity United States Social/Environmental	601
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.02%	Equity United States	17,661
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.02%	Equity United States	558
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.34%	Equity United States Equal Weighted	841
Xtrackers S&P 500 Swap UCITS ETF 1D	0.02%	Equity United States	3,916
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.02%	Equity United States	174
HSBC FTSE EPRA NAREIT Developed UCITS ETF CHF Hedged (Acc)	0.71%	Real Estate World	177
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	1,176
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.03%	Equity United States Social/Environmental Climate Change	325
ODDO BHF Global Balanced Allocation Active UCITS ETF AAA Acc	0.00%	Equity World Multi-Asset Strategy	0
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	0.71%	Real Estate World	2,249
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	575
iShares Developed Markets Property Yield UCITS ETF	0.84%	Real Estate World	955
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc)	0.85%	Real Estate World	49
iShares World Equity High Income UCITS ETF USD (Dist)	0.01%	Equity World Covered Call Alternative Investments	776
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	454
Amundi PEA S&P 500 Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	258
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.16%	Equity United States Small Cap	2,476
Xtrackers MSCI World Small Cap UCITS ETF 1C	0.13%	Equity World Small Cap	139
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.02%	Equity United States	1,150
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.02%	Equity United States	1,883
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	42
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	303
Ossiam S&P 500 UCITS ETF 1C (EUR)	0.02%	Equity United States	736
Amundi PEA S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	1,094
Robeco 3D US Equity UCITS ETF A USD	0.09%	Equity United States Social/Environmental	373
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Social/Environmental	0
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.02%	Equity United States	2,286
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.34%	Equity United States Equal Weighted	1,820
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.02%	Equity United States	449
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	0.43%	Real Estate World	15
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	249
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.02%	Equity United States	59
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	0.43%	Real Estate World	52
WisdomTree Megatrends UCITS ETF USD	0.35%	Equity World Social/Environmental Innovation	58
Invesco S&P 500 High Dividend Low Volatility UCITS ETF CHF Hedged Acc	2.45%	Equity United States Low Volatility/Risk Weighted	6
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C	0.21%	Equity World Small Cap	10
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.04%	Equity United States Multi-Factor Strategy	114
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental	658
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.34%	Equity United States Equal Weighted	90
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	0.69%	Real Estate World	13
Amundi S&P 500 Swap UCITS ETF USD Acc	0.02%	Equity United States	3,448
UBS Core S&P 500 UCITS ETF hGBP dis	0.02%	Equity United States	74
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.31%	Equity United States Equal Weighted	2,582
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)	0.10%	Equity World Small Cap	413
iShares Core S&P 500 UCITS ETF USD (Dist)	0.02%	Equity United States	20,703
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.02%	Equity United States	5,007
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	110
Rize Global Sustainable Infrastructure UCITS ETF USD Dist	2.02%	Equity World Infrastructure Social/Environmental	79
UBS MSCI World Small Cap UCITS ETF USD acc	0.14%	Equity World Small Cap	41
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	2.45%	Equity United States Low Volatility/Risk Weighted	386
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,125
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	23
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	0.09%	Equity United States Social/Environmental	0
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.04%	Equity United States Value	152
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.04%	Equity United States Multi-Factor Strategy	29
UBS Core S&P 500 UCITS ETF hEUR acc	0.02%	Equity United States	221
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Social/Environmental	8
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	451
Amundi PEA S&P 500 UCITS ETF Acc	0.02%	Equity United States	1,268
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.12%	Equity World Small Cap	46
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.01%	Equity World	2,890
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	0.84%	Real Estate World	219
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	0.95%	Equity World Infrastructure Social/Environmental	481
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	343
Amundi FTSE EPRA NAREIT Global II UCITS ETF Dist	0.73%	Real Estate World	63
Amundi PEA S&P 500 UCITS ETF EUR Hedged Acc	0.02%	Equity United States	278
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	1,442
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	1
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.31%	Equity United States Equal Weighted	122
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	40
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	902
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	98
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	31
WisdomTree S&P 500 EUR Daily Hedged	0.02%	Equity United States	5
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.02%	Equity United States	1,131
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.02%	Equity United States	312
iShares US Property Yield UCITS ETF	1.26%	Real Estate United States	516
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.11%	Equity United States Social/Environmental	610
Invesco S&P 500 EUR Hedged UCITS ETF	0.02%	Equity United States	2,867
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	1,813
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.19%	Equity United States Equal Weighted	13
iShares Core S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	141,386
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.02%	Equity North America Social/Environmental	273
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.02%	Equity United States	2,718
ODDO BHF Global Equity Active UCITS ETF C	0.00%	Equity World Social/Environmental	8
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	330
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	0.79%	Equity World Social/Environmental	3
Invesco S&P 500 UCITS ETF Dist	0.02%	Equity United States	9,478
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental	872
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.12%	Equity World Small Cap	1,737
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C	0.14%	Real Estate World	10
iShares US Property Yield UCITS ETF USD (Acc)	1.26%	Real Estate United States	19
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.02%	Equity United States	3,425
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.05%	Equity United States Social/Environmental Climate Change	1
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	24
Xtrackers S&P 500 UCITS ETF 4D	0.02%	Equity United States	5
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,134
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.10%	Equity United States Mid Cap	3
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	1,313
UBS Core S&P 500 UCITS ETF hCHF acc	0.02%	Equity United States	766
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	0.84%	Real Estate World	95
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.03%	Equity United States Social/Environmental	391
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	11,482
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.08%	Equity World Social/Environmental	135
Invesco RAFI All-World Fundamental Value UCITS ETF	0.07%	Equity World Value	352
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	677
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	1,837
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	23
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.05%	Equity United States Social/Environmental Climate Change	1
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.03%	Equity United States	207
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	614
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	0.73%	Real Estate World	357
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	8,285
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.05%	Equity United States Social/Environmental	11
Amundi S&P 500 Swap UCITS ETF USD Dist	0.02%	Equity United States	5
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	2,025
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	3,791
Franklin S&P 500 Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.02%	Equity United States	19,539
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	293
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.03%	Equity United States	26
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	0.52%	Equity United States Social/Environmental	0
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	416
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	239
WisdomTree New Economy Real Estate UCITS ETF USD Dist	2.97%	Real Estate World	7
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.01%	Equity World	97
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.02%	Equity United States	1,780
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.05%	Equity United States Value	1,161
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	9,251
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.04%	Equity United States Social/Environmental Climate Change	708
BNP Paribas Easy S&P 500 UCITS ETF EUR	0.02%	Equity United States	3,680
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	84
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,334
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.03%	Equity United States Social/Environmental	2,160
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.19%	Equity United States Equal Weighted	9
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	0.71%	Real Estate World	810
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.19%	Equity United States Equal Weighted	1,032
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	0.04%	Equity United States Social/Environmental	3,179
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.02%	Equity United States	33,576
Deka S&P 500 UCITS ETF	0.02%	Equity United States	165
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	368
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental	4
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	124
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.19%	Equity United States Equal Weighted	0
ODDO BHF Global Balanced Allocation Active UCITS ETF C	0.00%	Equity World Multi-Asset Strategy	11
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.02%	Equity United States	146
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.34%	Equity United States Equal Weighted	27
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.02%	Equity United States	23
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	5,417
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	2.58%	Real Estate World	172
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	1,083
Xtrackers S&P 500 UCITS ETF 4C	0.02%	Equity United States	2,691
ODDO BHF Global Equity Active UCITS ETF Acc - CGP	0.00%	Equity World Social/Environmental	0
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.20%	Equity United States Small Cap	82
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.03%	Equity United States Social/Environmental	1,405
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.01%	Equity United States Multi-Factor Strategy	50
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.02%	Equity United States	1,437
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	2,767
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.02%	Equity United States	9,361
Vanguard FTSE Global Small-Cap UCITS ETF USD Acc	0.13%	Equity World Small Cap	32
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.02%	Equity United States	906
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	244
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.11%	Equity United States Social/Environmental	217
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	0.84%	Real Estate World	86
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.02%	Equity United States	145
Invesco S&P 500 UCITS ETF Acc	0.02%	Equity United States	39,599
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	131
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.03%	Equity United States Social/Environmental	443
UBS S&P 500 SF UCITS ETF USD acc	0.02%	Equity United States	204
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist)	0.85%	Real Estate World	322
HSBC S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	587
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.19%	Equity United States Equal Weighted	20
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	48,223
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	4,724
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,491
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	0.95%	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	4,496
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental	63
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.02%	Equity United States	68
VanEck Global Real Estate UCITS ETF	1.06%	Real Estate World	440
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.11%	Equity United States Social/Environmental	13
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	226
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	22
iShares MSCI World Small Cap UCITS ETF	0.13%	Equity World Small Cap	7,925
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	2,002
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	467
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.03%	Equity United States	1
Amundi Core S&P 500 Swap UCITS ETF Acc	0.02%	Equity United States	17,397
Amundi PEA S&P 500 Screened UCITS ETF S Acc	0.03%	Equity United States Social/Environmental	5
UBS Core S&P 500 UCITS ETF USD acc	0.02%	Equity United States	2,199
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.03%	Equity World Social/Environmental	23
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc	0.24%	Equity United States Small Cap	28
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0.73%	Real Estate World	56
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.02%	Equity United States	3,030
Amundi S&P 500 Climate Transition UCITS ETF (Acc)	0.02%	Equity United States Social/Environmental Climate Change	101
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.52%	Equity United States Social/Environmental	340
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.05%	Equity United States Social/Environmental Climate Change	5
WisdomTree Tech Megatrends UCITS ETF USD Acc	0.75%	Equity World Technology Social/Environmental Innovation	4
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.02%	Equity United States	738
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.20%	Equity United States Social/Environmental	1,934
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	+22.70%
1 month	-4.65%
3 months	-11.39%
6 months	+17.80%
1 year	+7.76%
3 years	+1.88%
5 years	-43.23%
Since inception (MAX)	-46.17%
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).