Prudential Financial, Inc.

ISIN US7443201022

WKN 764959

Market cap (in EUR)

35,502 m

Country

United States

Sector

Finance

Dividend yield

4.57%

Overview

Quote

Description

Prudential Financial, Inc. engages in the provision of insurance, investment management, and other financial products and services. It operates through the following segments: Prudential Investment Management, Inc. (PGIM), U.S. Businesses, International Businesses, and Corporate and Others. The PGIM segment is involved in the provision of investment management services and solutions related to public fixed income, public equity, real estate debt and equity, private credit and other alternatives, and multi-asset class strategies. The U.S. Businesses segment includes retirement strategies, group insurance, and individual life. The International Businesses segment focuses on investing in existing businesses and assessing acquisition opportunities. The Corporate and Other Operations segment relates to the corporate items and initiatives not allocated to business segments. The company was founded by John Fairfield Dryden in 1875 and is headquartered in Newark, NJ.

Show more Show less

Finance Insurance United States

Chart

Financials

Key metrics

Market capitalisation, EUR	35,502 m
EPS, EUR	6.61
P/B ratio	1.3
P/E ratio	16.2
Dividend yield	4.57%

Income statement (2024)

Revenue, EUR	65,088 m
Net income, EUR	2,521 m
Profit margin	3.87%

What ETF is Prudential Financial, Inc. in?

There are 325 ETFs which contain Prudential Financial, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Prudential Financial, Inc. is the Invesco S&P 500 High Dividend Low Volatility UCITS ETF CHF Hedged Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.07%	Equity United States Multi-Factor Strategy	9
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	714
Xtrackers MSCI USA Screened UCITS ETF 1C	0.07%	Equity United States Social/Environmental	231
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	681
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	757
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	36
Xtrackers MSCI World Value UCITS ETF 1C	0.27%	Equity World Value	3,103
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.63%	Equity United States Value	101
SPDR MSCI World Financials UCITS ETF	0.27%	Equity World Financials	303
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.25%	Equity United States Social/Environmental	13,624
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.19%	Equity United States Social/Environmental	31
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.06%	Equity United States	48
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.10%	Equity United States Social/Environmental	546
SPDR S&P 500 UCITS ETF (Acc)	0.07%	Equity United States	11,772
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	0.78%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,334
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.07%	Equity United States	128
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity United States Equal Weighted	627
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.25%	Equity United States Social/Environmental	1,697
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	64
UBS MSCI USA Value UCITS ETF USD dis	0.12%	Equity United States Value	437
Amundi Core MSCI USA UCITS ETF Acc	0.07%	Equity United States	2,758
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.05%	Equity World Social/Environmental	497
iShares World Equity High Income UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	166
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	319
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.11%	Equity United States Multi-Factor Strategy	156
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.06%	Equity United States	879
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.29%	Equity United States Social/Environmental Climate Change	722
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.10%	Equity United States Social/Environmental	34
Amundi MSCI World ESG Selection UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,727
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.50%	Equity United States Financials	801
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	325
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.07%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.11%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	66
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,574
Xtrackers MSCI World ESG UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,878
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.28%	Equity United States Social/Environmental	19
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.07%	Equity United States Social/Environmental Climate Change	159
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.36%	Equity United States Equal Weighted	1,075
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.07%	Equity United States	585
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	213
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.07%	Equity United States	47
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.29%	Equity United States Social/Environmental Climate Change	12
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.08%	Equity World Social/Environmental Climate Change	1,166
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	1,916
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.33%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	647
Invesco S&P 500 High Dividend Low Volatility UCITS ETF CHF Hedged Acc	2.20%	Equity United States Low Volatility/Risk Weighted	5
WisdomTree US Equity Income UCITS ETF Acc	0.78%	Equity United States Dividend	83
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.07%	Equity United States Multi-Factor Strategy	96
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.26%	Equity World Value	214
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.16%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.36%	Equity United States Equal Weighted	3
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.20%	Equity World Social/Environmental Climate Change	1,201
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.10%	Equity World Dividend	6,740
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.29%	Equity United States Social/Environmental Climate Change	396
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
UBS Core S&P 500 UCITS ETF hGBP dis	0.06%	Equity United States	63
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	0.78%	Equity United States Dividend	2
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.32%	Equity United States Equal Weighted	2,068
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.19%	Equity United States Social/Environmental	237
iShares Core S&P 500 UCITS ETF USD (Dist)	0.07%	Equity United States	17,745
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.08%	Equity World Social/Environmental Climate Change	483
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	59
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	2.20%	Equity United States Low Volatility/Risk Weighted	265
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.05%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	896
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.01%	Equity United States Multi-Factor Strategy	1
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.09%	Equity United States Social/Environmental	20
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.41%	Equity World Social/Environmental	107
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.37%	Equity World Financials Social/Environmental	117
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.25%	Equity World Multi-Factor Strategy	4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.07%	Equity United States Multi-Factor Strategy	26
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.41%	Equity World Social/Environmental	925
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	12,808
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	261
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.18%	Equity World Social/Environmental	282
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	1
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.21%	Equity World Social/Environmental Climate Change	4,023
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States	58
L&G Global Equity UCITS ETF	0.05%	Equity World Social/Environmental	961
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.10%	Equity World Dividend	1,492
Invesco MSCI World Universal Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	208
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	1,475
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	48
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,392
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.20%	Equity World Social/Environmental Climate Change	309
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	67
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	9,317
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.54%	Equity World Dividend	118
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.06%	Equity United States	270
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	1,604
UBS MSCI World Selection UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental	263
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	17
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.41%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	979
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.32%	Equity United States Equal Weighted	121
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	118
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.20%	Equity World Social/Environmental	111
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	17
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.06%	Equity United States	476
iShares Edge MSCI World Value Factor UCITS ETF	0.26%	Equity World Value	4,307
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.07%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.05%	Equity World	11,849
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.03%	Equity World Financials Social/Environmental	545
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.13%	Equity United States Social/Environmental	464
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	24
UBS Core MSCI USA UCITS ETF hGBP acc	0.06%	Equity United States	58
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	683
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	111,710
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.07%	Equity United States	3,017
SPDR MSCI USA Value Weighted UCITS ETF	0.39%	Equity United States Value	158
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.07%	Equity United States	116,972
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	74
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.07%	Equity North America Social/Environmental	303
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.07%	Equity United States	94
L&G US Equity UCITS ETF	0.07%	Equity United States Social/Environmental	1,009
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.18%	Equity World Social/Environmental	3,039
ODDO BHF Global Equity Active UCITS ETF (Acc)	0.09%	Equity World Social/Environmental	4
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States Social/Environmental	319
UBS Core MSCI USA UCITS ETF USD dis	0.06%	Equity United States	1,204
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	19,168
UBS MSCI USA Universal UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.09%	Equity United States Social/Environmental	937
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.17%	Equity World Social/Environmental Climate Change	574
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.10%	Equity United States Social/Environmental	6
SPDR MSCI All Country World UCITS ETF (Acc)	0.04%	Equity World	7,475
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	2,864
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.05%	Equity United States Social/Environmental Climate Change	12
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.25%	Equity World Multi-Factor Strategy	195
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.08%	Equity World	18
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.26%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.26%	Equity World Social/Environmental	987
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	4
Xtrackers S&P 500 UCITS ETF 4D	0.07%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.05%	Equity World Social/Environmental	744
Amundi S&P 500 Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental	3,765
Xtrackers MSCI World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	65
Xtrackers MSCI USA ESG UCITS ETF 1C	0.15%	Equity United States Social/Environmental	8,437
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,077
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	510
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	89
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	537
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	5,939
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.20%	Equity World Social/Environmental	94
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.09%	Equity United States Social/Environmental	308
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental Climate Change	44
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.32%	Equity United States Mid Cap	267
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	209
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	519
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,587
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,880
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	144
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	189
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.13%	Equity United States Social/Environmental	29
UBS MSCI USA NSL UCITS ETF USD acc	0.06%	Equity United States	2,836
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.05%	Equity World	25
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	814
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR R Acc	0.19%	Equity United States Social/Environmental	328
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,368
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	4,903
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	376
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	404
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.05%	Equity World Social/Environmental Climate Change	142
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	4,171
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.17%	Equity World Social/Environmental Climate Change	35
UBS MSCI USA Selection UCITS ETF USD acc	0.12%	Equity United States Social/Environmental	2,177
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.17%	Equity World Social/Environmental Catholic principles	80
Franklin S&P 500 Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,372
SPDR S&P 500 UCITS ETF (Dist)	0.07%	Equity United States	15,468
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.04%	Equity World	14,103
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	69
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.13%	Equity United States Social/Environmental	275
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	74
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,563
WisdomTree US Equity Income UCITS ETF	0.78%	Equity United States Dividend	52
Invesco FTSE RAFI US 1000 UCITS ETF	0.20%	Equity United States Fundamental/Quality	586
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.29%	Equity United States Social/Environmental Climate Change	320
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.17%	Equity World Social/Environmental Climate Change	583
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.06%	Equity North America	2,168
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	788
iShares MSCI World SRI UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental	1,485
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.08%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.07%	Equity United States	7,264
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	45
HSBC USA SCREENED EQUITY UCITS ETF USD	0.08%	Equity United States Social/Environmental Climate Change	706
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,115
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.09%	Equity United States Social/Environmental	1,729
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.20%	Equity World Social/Environmental	55
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.18%	Equity World Social/Environmental	111
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.06%	Equity United States	499
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	328
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.05%	Equity World	36
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,067
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental	83
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental Climate Change	31
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.13%	Equity United States Social/Environmental	189
UBS MSCI World Selection UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.18%	Equity World Social/Environmental	48
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	26,312
UBS Core MSCI USA UCITS ETF USD acc	0.06%	Equity United States	2,106
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	965
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.15%	Equity United States Social/Environmental	134
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	135
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.25%	Equity United States Social/Environmental	7,180
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	51
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	15
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	362
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	4,761
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.05%	Equity World	1,713
iShares Ageing Population UCITS ETF	0.49%	Equity World Health Care Social/Environmental Ageing Population	578
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	293
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental Climate Change	766
Amundi Core MSCI USA UCITS ETF Dist	0.07%	Equity United States	772
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.20%	Equity World Social/Environmental	284
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.20%	Equity World Multi-Factor Strategy	1,226
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	109
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.06%	Equity North America	2,530
Xtrackers S&P 500 UCITS ETF 4C	0.07%	Equity United States	925
UBS MSCI World Selection UCITS ETF USD acc	0.09%	Equity World Social/Environmental	659
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.46%	Equity United States Value	115
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity United States Social/Environmental	15
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.17%	Equity World Social/Environmental Climate Change	348
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.09%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	7,513
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.01%	Equity United States Multi-Factor Strategy	68
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.20%	Equity World Social/Environmental	6,434
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,556
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.29%	Equity United States Social/Environmental Climate Change	481
SPDR S&P 500 EUR Hedged UCITS ETF	0.07%	Equity United States	2,489
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.06%	Equity United States	8,184
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	27,971
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,483
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.37%	Equity World Financials Social/Environmental	569
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	256
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.26%	Equity World Social/Environmental	4,504
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,112
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.07%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.17%	Equity World Social/Environmental	395
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	329
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.28%	Equity United States Social/Environmental	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.05%	Equity World Social/Environmental	2
Invesco S&P World Financials ESG UCITS ETF Acc	0.30%	Equity World Financials Social/Environmental	5
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.10%	Equity United States Social/Environmental	96
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental Climate Change	459
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.09%	Equity United States Social/Environmental	543
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	22,108
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.17%	Equity World Social/Environmental Climate Change	151
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.07%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	43,800
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,017
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,400
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	831
Xtrackers MSCI USA Financials UCITS ETF 1D	0.50%	Equity United States Financials	870
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.28%	Equity United States Social/Environmental	2,679
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.05%	Equity World	4,927
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.13%	Equity United States Social/Environmental	4,462
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.06%	Equity United States	73
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.28%	Equity United States Social/Environmental	216
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
iShares Edge MSCI USA Value Factor UCITS ETF	0.46%	Equity United States Value	2,523
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.10%	Equity United States Social/Environmental	51
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.09%	Equity United States Multi-Factor Strategy	90
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	14,118
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.07%	Equity United States	63
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	124
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.33%	Equity United States Social/Environmental Climate Change	2,996
Xtrackers MSCI USA ESG UCITS ETF 1D	0.15%	Equity United States Social/Environmental	205
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	16,651
iShares World Equity High Income UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	12
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)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1,294
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	397
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.27%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.16%	Equity World Social/Environmental Catholic principles	146
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	29
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	922
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	2,634
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.25%	Equity United States Social/Environmental	535
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	1,221
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.17%	Equity World Social/Environmental	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	944
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.17%	Equity United States Social/Environmental	1,345
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	273
Xtrackers MSCI World Financials UCITS ETF 1C	0.28%	Equity World Financials	2,515
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	368
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.50%	Equity United States Financials	2,195
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.20%	Equity World Social/Environmental Climate Change	260
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.29%	Equity United States Social/Environmental Climate Change	30
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.07%	Equity World Social/Environmental Climate Change	252
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.28%	Equity United States Social/Environmental	338
Franklin US Dividend Tilt UCITS ETF (Dis)	0.20%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.07%	Equity United States	530
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	1,021
Fidelity US Quality Value UCITS ETF ACC-USD	0.58%	Equity United States Multi-Factor Strategy	1
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.07%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	457

Performance

Returns overview

YTD	+4.94%
1 month	+0.84%
3 months	+18.39%
6 months	+11.34%
1 year	-10.64%
3 years	+0.97%
5 years	+28.62%
Since inception (MAX)	+32.75%
2025	-15.50%
2024	+22.28%
2023	-5.82%
2022	-8.06%

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).