Morgan Stanley

ISIN US6174464486

WKN 885836

Market cap (in EUR)

238,869 m

Country

United States

Sector

Finance

Dividend yield

2.21%

Overview

Quote

Description

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	238,869 m
EPS, EUR	9.04
P/B ratio	2.8
P/E ratio	17.4
Dividend yield	2.21%

Income statement (2025)

Revenue, EUR	106,119 m
Net income, EUR	14,946 m
Profit margin	14.08%

What ETF is Morgan Stanley in?

There are 315 ETFs which contain Morgan Stanley. All of these ETFs are listed in the table below. The ETF with the largest weighting of Morgan Stanley is the WisdomTree US Equity Income UCITS ETF EUR Hedged Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.23%	Equity United States Multi-Factor Strategy	10
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.24%	Equity World	841
Xtrackers MSCI USA Screened UCITS ETF 1C	0.36%	Equity United States Social/Environmental	267
Xtrackers Portfolio UCITS ETF 1C	0.07%	Equity World Multi-Asset Strategy	699
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.25%	Equity United States Social/Environmental Climate Change	311
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.13%	Equity World Social/Environmental Multi-Asset Strategy	38
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,081
State Street SPDR MSCI World Financials UCITS ETF USD	1.52%	Equity World Financials	303
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.38%	Equity United States Social/Environmental	12,759
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.13%	Equity World Social/Environmental Multi-Asset Strategy	17
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.56%	Equity United States Social/Environmental	35
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.34%	Equity United States	46
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.52%	Equity United States Social/Environmental	498
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.35%	Equity United States	11,892
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	3.35%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.26%	Equity World	1,384
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.35%	Equity United States	147
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.38%	Equity United States Equal Weighted	861
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.38%	Equity United States Social/Environmental	1,770
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	36
iShares MSCI ACWI UCITS ETF USD (Dist)	0.22%	Equity World	3
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.25%	Equity World Social/Environmental	71
UBS MSCI USA Value UCITS ETF USD dis	0.68%	Equity United States Value	465
Amundi Core MSCI USA UCITS ETF Acc	0.33%	Equity United States	2,738
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.27%	Equity United States Social/Environmental Climate Change	397
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.26%	Equity United States Social/Environmental Climate Change	1,805
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.23%	Equity World Social/Environmental	498
Xtrackers DJE US Equity Research UCITS ETF 1C	1.92%	Equity United States Multi-Factor Strategy	69
Franklin U.S. Equity UCITS ETF	0.52%	Equity United States Multi-Factor Strategy	57
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.14%	Equity United States Social/Environmental	1,097
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.41%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	210
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	362
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	133
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.35%	Equity United States	924
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.60%	Equity United States Social/Environmental	28
Amundi MSCI World ESG Selection UCITS ETF Acc	0.47%	Equity World Social/Environmental	1,788
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	2.70%	Equity United States Financials	671
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental Climate Change	378
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.42%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.60%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.23%	Equity World	67
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.20%	Equity World	39
Xtrackers MSCI World UCITS ETF 1D	0.26%	Equity World	4,401
Xtrackers MSCI World ESG UCITS ETF 1C	0.55%	Equity World Social/Environmental	5,504
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.14%	Equity United States Social/Environmental	8,937
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.02%	Equity United States Covered Call Alternative Investments	30
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.34%	Equity United States Social/Environmental Climate Change	156
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.02%	Equity United States Social/Environmental Climate Change	8
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.82%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.38%	Equity United States Equal Weighted	1,433
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.35%	Equity United States	480
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.35%	Equity United States	49
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	228
UBS MSCI ACWI Universal UCITS ETF USD dis	0.29%	Equity World Social/Environmental	2,064
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.27%	Equity World Social/Environmental Climate Change	1,134
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.46%	Equity United States Social/Environmental Climate Change	1,642
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.26%	Equity World	710
WisdomTree US Equity Income UCITS ETF Acc	3.35%	Equity United States Dividend	88
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.23%	Equity United States Multi-Factor Strategy	99
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	207
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.38%	Equity United States Equal Weighted	4
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.51%	Equity World Dividend	7,797
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	33
UBS Core S&P 500 UCITS ETF hGBP dis	0.35%	Equity United States	65
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	3.35%	Equity United States Dividend	1
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,635
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.56%	Equity United States Social/Environmental	263
iShares Core S&P 500 UCITS ETF USD (Dist)	0.35%	Equity United States	17,149
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.27%	Equity World Social/Environmental Climate Change	478
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.22%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.11%	Equity World Multi-Asset Strategy	945
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	1
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.52%	Equity United States Social/Environmental	22
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.02%	Equity United States Social/Environmental Climate Change	449
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.79%	Equity World Financials Social/Environmental	79
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.24%	Equity United States Multi-Factor Strategy	25
HSBC MSCI World UCITS ETF USD	0.26%	Equity World	12,672
UBS Core S&P 500 UCITS ETF hEUR acc	0.35%	Equity United States	272
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.82%	Equity United States Social/Environmental Multi-Asset Strategy	8
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.35%	Equity United States	62
L&G Global Equity UCITS ETF	0.26%	Equity World Social/Environmental	910
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.51%	Equity World Dividend	1,881
Invesco MSCI World Universal Screened UCITS ETF Acc	0.40%	Equity World Social/Environmental	215
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.26%	Equity World Social/Environmental Climate Change	1,364
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.29%	Equity World Social/Environmental	61
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.29%	Equity World Social/Environmental	1,427
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	70
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	168
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.31%	Equity United States Social/Environmental Climate Change	372
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.02%	Equity United States Social/Environmental Climate Change	148
Xtrackers MSCI USA UCITS ETF 1C	0.34%	Equity United States	9,387
UBS Core MSCI World UCITS ETF hEUR acc	0.24%	Equity World	408
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.34%	Equity United States	274
UBS MSCI World Selection UCITS ETF hCHF acc	0.48%	Equity World Social/Environmental	274
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.22%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.34%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.25%	Equity World	1,001
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	107
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.26%	Equity World Social/Environmental	127
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.34%	Equity United States	497
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	35
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.06%	Equity United States Large Cap	33
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.37%	Equity North America Social/Environmental	25
Amundi Core MSCI World UCITS ETF Acc	0.24%	Equity World	12,537
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	5,141
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.44%	Equity United States Momentum	11
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.83%	Equity World Financials Social/Environmental	530
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.47%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.63%	Equity United States Social/Environmental	437
UBS Core MSCI USA UCITS ETF hGBP acc	0.34%	Equity United States	54
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.83%	Equity World Momentum	3,529
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	730
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.13%	Equity World Social/Environmental Multi-Asset Strategy	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.25%	Equity World	112,910
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.35%	Equity United States	3,097
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.47%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.35%	Equity United States	115,384
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	79
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.35%	Equity North America Social/Environmental	258
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.35%	Equity United States	145
L&G US Equity UCITS ETF	0.36%	Equity United States Social/Environmental	1,013
ODDO BHF Global Equity Active UCITS ETF (Acc)	0.21%	Equity World Social/Environmental	5
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.52%	Equity United States Social/Environmental	312
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	54
UBS Core MSCI USA UCITS ETF USD dis	0.34%	Equity United States	1,172
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.20%	Equity World	19,755
UBS MSCI USA Universal UCITS ETF USD acc	0.52%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.52%	Equity United States Social/Environmental	981
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.60%	Equity United States Social/Environmental	6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.23%	Equity World	8,403
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.62%	Equity United States Social/Environmental Climate Change	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.34%	Equity World Social/Environmental	372
Xtrackers MSCI World Momentum UCITS ETF 1C	0.80%	Equity World Momentum	1,635
iShares MSCI USA UCITS ETF (Acc)	0.34%	Equity United States	3,064
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.62%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.37%	Equity United States Social/Environmental Climate Change	11
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.42%	Equity World	32
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.35%	Equity World Social/Environmental	221
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	987
Xtrackers S&P 500 UCITS ETF 4D	0.35%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.23%	Equity World Social/Environmental	751
Amundi S&P 500 Screened UCITS ETF Acc	0.50%	Equity United States Social/Environmental	3,322
Xtrackers MSCI USA ESG UCITS ETF 1C	0.78%	Equity United States Social/Environmental	7,768
UBS Core S&P 500 UCITS ETF USD dis	0.35%	Equity United States	1,081
UBS Core S&P 500 UCITS ETF hCHF acc	0.35%	Equity United States	577
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	92
L&G S&P 100 UCITS ETF USD Acc	0.46%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.34%	Equity United States	549
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.26%	Equity United States Social/Environmental Climate Change	392
UBS Core MSCI World UCITS ETF USD acc	0.24%	Equity World	7,264
JPMorgan Active US Value UCITS ETF USD (acc)	0.87%	Equity United States Value	64
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.52%	Equity United States Social/Environmental	328
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.27%	Equity World Social/Environmental Climate Change	42
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.27%	Equity World Social/Environmental Climate Change	376
iShares Core MSCI World UCITS ETF USD (Dist)	0.25%	Equity World	501
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	8,996
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.60%	Equity United States Social/Environmental	2,818
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	198
Invesco FTSE RAFI All World 3000 UCITS ETF	0.30%	Equity World Fundamental/Quality	191
Franklin S&P World Screened UCITS ETF Acc	0.23%	Equity United States Social/Environmental Climate Change	6
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental	2
Amundi MSCI USA Mega Cap UCITS ETF Acc	0.57%	Equity United States Large Cap	12
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.20%	Equity World	8
UBS MSCI USA NSL UCITS ETF USD acc	0.34%	Equity United States	2,738
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.31%	Equity United States Social/Environmental Climate Change	33
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.25%	Equity World	50
Amundi Prime All Country World UCITS ETF Acc	0.23%	Equity World	1,142
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR R Acc	0.56%	Equity United States Social/Environmental	310
UBS MSCI World UCITS ETF USD dis	0.24%	Equity World	1,359
Vanguard FTSE Developed World UCITS ETF Acc	0.23%	Equity World	5,103
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	1,666
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.27%	Equity World Social/Environmental Climate Change	17
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	400
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.26%	Equity World Social/Environmental	443
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.26%	Equity World Social/Environmental Climate Change	134
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.19%	Equity World	4,491
UBS MSCI USA Selection UCITS ETF USD acc	0.65%	Equity United States Social/Environmental	2,120
Franklin S&P 500 Screened UCITS ETF Acc	0.37%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.36%	Equity United States Social/Environmental	1,301
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.35%	Equity United States	15,720
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.47%	Equity World Social/Environmental	86
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.25%	Equity World	14,478
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	240
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.19%	Equity World	86
Vanguard FTSE Developed World UCITS ETF Distributing	0.23%	Equity World	3,600
WisdomTree US Equity Income UCITS ETF	3.35%	Equity United States Dividend	53
Invesco FTSE RAFI US 1000 UCITS ETF	0.50%	Equity United States Fundamental/Quality	621
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.32%	Equity North America	2,167
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.02%	Equity United States Covered Call Alternative Investments	291
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.29%	Equity World Social/Environmental	799
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.27%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.35%	Equity United States	7,385
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.25%	Equity United States Social/Environmental Climate Change	2,285
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	81
HSBC USA Screened Equity UCITS ETF USD	0.28%	Equity United States Social/Environmental Climate Change	615
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,463
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.52%	Equity United States Social/Environmental	1,737
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.34%	Equity United States	697
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.26%	Equity World	371
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.26%	Equity World	70
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.25%	Equity World Social/Environmental	5,244
Invesco FTSE All-World UCITS ETF Acc	0.20%	Equity World	2,453
UBS MSCI World Selection UCITS ETF hEUR acc	0.48%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.35%	Equity United States	26,233
UBS Core MSCI USA UCITS ETF USD acc	0.34%	Equity United States	2,253
iShares MSCI World Screened UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	1,010
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.78%	Equity United States Social/Environmental	265
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental Climate Change	118
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.38%	Equity United States Social/Environmental	7,107
HSBC MSCI World UCITS ETF CHF hedged	0.26%	Equity World	55
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.22%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental	4,836
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.24%	Equity World	1,791
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.29%	Equity World Social/Environmental	286
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.24%	Equity World Social/Environmental	192
Amundi Core MSCI USA UCITS ETF Dist	0.33%	Equity United States	916
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.87%	Equity World Social/Environmental Artificial Intelligence	281
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.29%	Equity World Social/Environmental	105
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.32%	Equity North America	2,533
Xtrackers S&P 500 UCITS ETF 4C	0.35%	Equity United States	957
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.14%	Equity United States Social/Environmental	974
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	850
UBS MSCI World Selection UCITS ETF USD acc	0.48%	Equity World Social/Environmental	657
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.27%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity United States Social/Environmental	42
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.50%	Equity United States Social/Environmental	1,055
iShares MSCI World UCITS ETF (Dist)	0.25%	Equity World	7,464
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.87%	Equity United States Value	4
VanEck World Equal Weight Screened UCITS ETF A	0.51%	Equity World Equal Weighted	1,288
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	73
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.25%	Equity World	1,641
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.35%	Equity United States	2,336
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.35%	Equity United States	7,966
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.20%	Equity World	30,742
HSBC MSCI World UCITS ETF USD (Acc)	0.26%	Equity World	1,546
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.79%	Equity World Financials Social/Environmental	660
Xtrackers MSCI USA UCITS ETF 1D	0.34%	Equity United States	256
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.16%	Equity World Multi-Factor Strategy	169
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	3,861
iShares MSCI North America UCITS ETF	0.33%	Equity North America	1,032
Franklin US Mega Cap 100 UCITS ETF Acc	0.47%	Equity United States Large Cap	90
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.35%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.26%	Equity World	44
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.14%	Equity United States Social/Environmental	58
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.27%	Equity World Social/Environmental	431
Invesco Global Enhanced Equity UCITS ETF Acc	0.50%	Equity World Multi-Factor Strategy	410
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.25%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.90%	Equity World Financials Social/Environmental	4
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.52%	Equity United States Social/Environmental	95
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.27%	Equity World Social/Environmental Climate Change	429
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.52%	Equity United States Social/Environmental	516
iShares MSCI ACWI UCITS ETF USD (Acc)	0.22%	Equity World	23,282
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.33%	Equity United States Social/Environmental Climate Change	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.35%	Equity United States	41,374
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.23%	Equity United States Multi-Factor Strategy	33
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.23%	Equity World	1,090
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	16
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	4,619
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.16%	Equity World Multi-Factor Strategy	967
Xtrackers MSCI USA Financials UCITS ETF 1D	2.65%	Equity United States Financials	766
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.24%	Equity World	4,911
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.66%	Equity United States Social/Environmental	4,060
Invesco FTSE All-World UCITS ETF Dist	0.20%	Equity World	203
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.35%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	94
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.52%	Equity United States Social/Environmental	51
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.37%	Equity United States Multi-Factor Strategy	95
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.36%	Equity United States Social/Environmental	13,782
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.35%	Equity United States	58
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.52%	Equity United States Social/Environmental	142
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.46%	Equity United States Social/Environmental Climate Change	2,648
Xtrackers MSCI USA ESG UCITS ETF 1D	0.78%	Equity United States Social/Environmental	270
Xtrackers MSCI World UCITS ETF 1C	0.26%	Equity World	16,899
iShares World Equity High Income UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.35%	Equity World Social/Environmental Multi-Asset Strategy	46
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	16
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	1,353
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.52%	Equity United States Social/Environmental	387
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.37%	Equity World Social/Environmental Climate Change	966
UBS Core S&P 500 UCITS ETF USD acc	0.35%	Equity United States	1,397
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.29%	Equity World Social/Environmental Climate Change	34
Amundi Prime All Country World UCITS ETF Dist	0.23%	Equity World	3,081
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.82%	Equity United States Social/Environmental	161
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.38%	Equity United States Social/Environmental	531
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.29%	Equity World Social/Environmental	1,208
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.27%	Equity World Social/Environmental	86
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.27%	Equity World Social/Environmental	14
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.36%	Equity United States Social/Environmental	910
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.44%	Equity United States Momentum	433
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.38%	Equity United States Social/Environmental	1,298
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.34%	Equity United States	301
Xtrackers MSCI World Financials UCITS ETF 1C	1.50%	Equity World Financials	2,524
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.26%	Equity World Social/Environmental Climate Change	358
iShares S&P 500 Financials Sector UCITS ETF (Acc)	2.69%	Equity United States Financials	2,036
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.20%	Equity World	31
Invesco US Enhanced Equity UCITS ETF Acc	0.90%	Equity United States Multi-Factor Strategy	55
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.15%	Equity United States Social/Environmental Climate Change	2
HSBC Developed World Screened Equity UCITS ETF USD	0.27%	Equity World Social/Environmental Climate Change	275
Franklin US Dividend Tilt UCITS ETF (Dis)	0.88%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.35%	Equity United States	574
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.82%	Equity United States Social/Environmental Multi-Asset Strategy	864
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.37%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.33%	Equity United States	448

Savings plan offers

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

Select your savings amount:

Broker	Rating	Execution fee	Account fee
		0.00CHF	0.00CHF	View offer*
		0.00CHF	0.00CHF	View offer*

Source: justETF Research; as of 3/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
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** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable GmbH. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

Performance

Returns overview

YTD	-10.19%
1 month	-8.14%
3 months	-5.70%
6 months	+6.80%
1 year	+9.41%
3 years	+41.19%
5 years	+81.67%
Since inception (MAX)	+317.46%
2025	+25.81%
2024	+44.55%
2023	-0.01%
2022	-13.20%

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).