UnitedHealth Group

ISIN US91324P1021

WKN 869561

Market cap (in EUR)

254,610 m

Country

United States

Sector

Healthcare

Dividend yield

2.64%

Overview

Quote

Description

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

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Healthcare Healthcare Services Healthcare Support Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	254,610 m
EPS, EUR	17.36
P/B ratio	3.1
P/E ratio	17.2
Dividend yield	2.64%

Income statement (2024)

Revenue, EUR	370,047 m
Net income, EUR	13,317 m
Profit margin	3.60%

What ETF is UnitedHealth Group in?

There are 331 ETFs which contain UnitedHealth Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of UnitedHealth Group is the Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	1.15%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.37%	Equity World	690
Xtrackers MSCI USA Screened UCITS ETF 1C	0.58%	Equity United States Social/Environmental	225
SPDR MSCI World Health Care UCITS ETF	4.09%	Equity World Health Care	553
Xtrackers Portfolio UCITS ETF 1C	0.10%	Equity World Multi-Asset Strategy	671
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	3.42%	Equity World Health Care Social/Environmental	147
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	35
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	725
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.84%	Equity World Fundamental/Quality	3,675
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.66%	Equity World Low Volatility/Risk Weighted	79
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.46%	Equity United States Social/Environmental	13,281
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.41%	Equity United States Social/Environmental	30
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.52%	Equity United States	48
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.78%	Equity United States Social/Environmental	538
SPDR S&P 500 UCITS ETF (Acc)	0.53%	Equity United States	11,480
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.19%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD dis	0.37%	Equity World	1,294
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.54%	Equity United States	126
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	0.58%	Equity World Low Volatility/Risk Weighted	60
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.89%	Equity United States Large Cap	205
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity United States Equal Weighted	593
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.46%	Equity United States Social/Environmental	1,662
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.34%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.38%	Equity World Social/Environmental	63
UBS MSCI USA Value UCITS ETF USD dis	1.17%	Equity United States Value	427
Amundi Core MSCI USA UCITS ETF Acc	0.56%	Equity United States	2,648
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.37%	Equity World Social/Environmental	485
Xtrackers DJE US Equity Research UCITS ETF 1C	1.21%	Equity United States Multi-Factor Strategy	66
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.61%	Equity United States Social/Environmental	1,048
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.50%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental	156
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	311
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	1.22%	Equity United States Multi-Factor Strategy	153
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.54%	Equity United States	856
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.30%	Equity World Multi-Factor Strategy	264
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.61%	Equity United States Social/Environmental	32
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.36%	Equity United States Social/Environmental	34
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.57%	Equity World Low Volatility/Risk Weighted	653
Harbor Health Care UCITS ETF Accumulating	5.92%	Equity World Health Care Innovation	12
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	3.42%	Equity World Health Care Social/Environmental	507
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.44%	Equity World Social/Environmental Climate Change	319
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.47%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.93%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.33%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.79%	Equity World Covered Call Alternative Investments	73
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.35%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.40%	Equity World	4,438
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.61%	Equity United States Social/Environmental	8,939
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.44%	Equity United States Covered Call Alternative Investments	24
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.58%	Equity United States Social/Environmental Climate Change	8
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.50%	Equity United States Social/Environmental Climate Change	155
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.61%	Equity United States Social/Environmental Multi-Asset Strategy	0
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.04%	Equity United States Fundamental/Quality Climate Change	46
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.36%	Equity United States Equal Weighted	1,013
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.55%	Equity United States	568
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.55%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	204
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	5.95%	Equity United States Health Care	2,350
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.46%	Equity World Social/Environmental Climate Change	984
UBS MSCI ACWI Universal UCITS ETF USD dis	0.25%	Equity World Social/Environmental	1,863
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.86%	Equity World Fundamental/Quality	2,213
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.49%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.38%	Equity World	673
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.39%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.15%	Equity United States Multi-Factor Strategy	92
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.17%	Equity World Multi-Asset Strategy	186
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.36%	Equity United States Equal Weighted	3
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.83%	Equity World Dividend	6,505
UBS Core S&P 500 UCITS ETF hGBP dis	0.53%	Equity United States	62
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.04%	Equity United States Fundamental/Quality Climate Change	761
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,005
iShares Core S&P 500 UCITS ETF USD (Dist)	0.54%	Equity United States	17,351
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.41%	Equity United States Social/Environmental	228
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.42%	Equity World Social/Environmental Climate Change	473
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.58%	Equity World Low Volatility/Risk Weighted	2,224
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.51%	Equity World Multi-Asset Strategy	867
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.78%	Equity United States Social/Environmental	19
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.58%	Equity United States Social/Environmental Climate Change	500
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.04%	Equity United States Fundamental/Quality Climate Change	76
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.51%	Equity World Multi-Factor Strategy	4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.15%	Equity United States Multi-Factor Strategy	29
HSBC MSCI World UCITS ETF USD	0.38%	Equity World	12,461
UBS Core S&P 500 UCITS ETF hEUR acc	0.53%	Equity United States	254
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.61%	Equity United States Social/Environmental Multi-Asset Strategy	1
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.54%	Equity United States	58
L&G Global Equity UCITS ETF	0.42%	Equity World Social/Environmental	940
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.83%	Equity World Dividend	1,421
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.46%	Equity World Social/Environmental Climate Change	1,428
Invesco MSCI World Universal Screened UCITS ETF Acc	0.23%	Equity World Social/Environmental	204
WisdomTree Global Quality Dividend Growth UCITS ETF USD	1.99%	Equity World Fundamental/Quality	291
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.25%	Equity World Social/Environmental	60
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.25%	Equity World Social/Environmental	1,365
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.51%	Equity World Multi-Asset Strategy	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.39%	Equity World Social/Environmental	164
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.58%	Equity United States Social/Environmental Climate Change	128
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	453
Xtrackers MSCI USA UCITS ETF 1C	0.54%	Equity United States	9,099
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.52%	Equity United States	325
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.39%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.33%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.38%	Equity World	965
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.37%	Equity World Social/Environmental	112
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	116
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.52%	Equity United States	466
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	17
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.00%	Equity United States Large Cap	19
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.55%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.40%	Equity World	11,849
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	5.91%	Equity United States Health Care	463
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.44%	Equity World Social/Environmental	5,126
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.53%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.52%	Equity United States	53
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	663
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.38%	Equity World	108,749
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.54%	Equity United States	2,968
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.53%	Equity World Social/Environmental Climate Change	2
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.19%	Equity United States Covered Call Alternative Investments	54
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	2.60%	Equity North America Dividend	109
iShares Core S&P 500 UCITS ETF USD (Acc)	0.54%	Equity United States	114,171
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	71
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	5.95%	Equity United States Health Care	117
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.55%	Equity North America Social/Environmental	304
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.54%	Equity United States	89
L&G US Equity UCITS ETF	0.57%	Equity United States Social/Environmental	999
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.78%	Equity United States Social/Environmental	312
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.50%	Equity United States Social/Environmental Climate Change	33
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.39%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	0.52%	Equity United States	1,172
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.33%	Equity World	18,720
UBS MSCI USA Universal UCITS ETF USD acc	0.44%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.78%	Equity United States Social/Environmental	922
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.36%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	1.99%	Equity World Fundamental/Quality	624
SPDR MSCI All Country World UCITS ETF (Acc)	0.33%	Equity World	7,209
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.70%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.53%	Equity United States	2,750
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.70%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.57%	Equity United States Social/Environmental Climate Change	11
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.22%	Equity World Multi-Factor Strategy	187
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.24%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.24%	Equity World Social/Environmental	963
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.04%	Equity United States Fundamental/Quality Climate Change	32
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.62%	Equity United States Value Climate Change	6
Xtrackers S&P 500 UCITS ETF 4D	0.55%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.37%	Equity World Social/Environmental	722
Amundi S&P 500 Screened UCITS ETF Acc	0.84%	Equity United States Social/Environmental	3,765
Xtrackers MSCI World Screened UCITS ETF 1C	0.42%	Equity World Social/Environmental	61
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.58%	Equity World Low Volatility/Risk Weighted	175
UBS Core S&P 500 UCITS ETF USD dis	0.53%	Equity United States	1,044
UBS Core S&P 500 UCITS ETF hCHF acc	0.53%	Equity United States	498
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	87
L&G S&P 100 UCITS ETF USD Acc	0.78%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.54%	Equity United States	526
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.69%	Equity United States Buffer Alternative Investments	6
UBS Core MSCI World UCITS ETF USD acc	0.37%	Equity World	5,403
JPMorgan Active US Value UCITS ETF USD (acc)	1.30%	Equity United States Value	60
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.78%	Equity United States Social/Environmental	317
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.46%	Equity World Social/Environmental Climate Change	43
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.46%	Equity World Social/Environmental Climate Change	205
iShares Core MSCI World UCITS ETF USD (Dist)	0.38%	Equity World	507
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,264
Xtrackers MSCI World Health Care UCITS ETF 1C	4.16%	Equity World Health Care	3,117
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.36%	Equity United States Social/Environmental	2,807
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.38%	Equity World Social/Environmental Multi-Asset Strategy	188
Invesco FTSE RAFI All World 3000 UCITS ETF	0.37%	Equity World Fundamental/Quality	138
Franklin S&P World Screened UCITS ETF Acc	0.45%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.39%	Equity World Social/Environmental	2
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.36%	Equity United States Social/Environmental Climate Change	2
Amundi MSCI USA Mega Cap UCITS ETF Acc	0.97%	Equity United States Large Cap	12
WisdomTree US Quality Dividend Growth UCITS ETF USD	1.38%	Equity United States Fundamental/Quality	152
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.35%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.52%	Equity United States	2,758
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	33
HSBC MSCI USA Quality UCITS ETF USD	1.31%	Equity United States Fundamental/Quality	319
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	1.08%	Equity United States Social/Environmental	5
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF CHF Hedged (Acc)	0.66%	Equity World Low Volatility/Risk Weighted	150
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.38%	Equity World	26
Amundi Prime All Country World UCITS ETF Acc	0.36%	Equity World	814
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR R Acc	0.41%	Equity United States Social/Environmental	320
UBS MSCI World UCITS ETF USD dis	0.38%	Equity World	1,331
Vanguard FTSE Developed World UCITS ETF Acc	0.37%	Equity World	4,770
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.44%	Equity World Social/Environmental	1,910
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.46%	Equity World Social/Environmental Climate Change	3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	364
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.37%	Equity World Social/Environmental	389
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.41%	Equity World Social/Environmental Climate Change	139
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.19%	Equity United States Covered Call Alternative Investments	2,127
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.31%	Equity World	3,934
iShares Edge MSCI USA Quality Factor UCITS ETF	1.31%	Equity United States Fundamental/Quality	1,367
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.79%	Equity World Covered Call Alternative Investments	1,132
Franklin S&P 500 Screened UCITS ETF Acc	0.60%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.56%	Equity United States Social/Environmental	1,343
SPDR S&P 500 UCITS ETF (Dist)	0.53%	Equity United States	15,096
SPDR MSCI World UCITS ETF	0.38%	Equity World	13,776
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.31%	Equity World	71
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	58
Vanguard FTSE Developed World UCITS ETF Distributing	0.37%	Equity World	3,479
Invesco FTSE RAFI US 1000 UCITS ETF	0.78%	Equity United States Fundamental/Quality	569
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.50%	Equity North America	2,107
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.44%	Equity United States Covered Call Alternative Investments	223
UBS MSCI World Mega Cap UCITS ETF USD acc	0.90%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.25%	Equity World Social/Environmental	777
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.46%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.53%	Equity United States	6,999
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	43
HSBC USA SCREENED EQUITY UCITS ETF USD	0.10%	Equity United States Social/Environmental Climate Change	695
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,080
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.78%	Equity United States Social/Environmental	1,684
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.52%	Equity United States	488
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.40%	Equity World	317
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.38%	Equity World	33
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.38%	Equity World Social/Environmental	4,900
Invesco FTSE All-World UCITS ETF Acc	0.35%	Equity World	2,141
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.62%	Equity United States Value Climate Change	18
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI USA Health Care UCITS ETF 1D	5.87%	Equity United States Health Care	804
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.53%	Equity United States	25,501
UBS Core MSCI USA UCITS ETF USD acc	0.52%	Equity United States	2,034
iShares MSCI World Screened UCITS ETF USD (Dist)	0.41%	Equity World Social/Environmental	945
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.44%	Equity World Social/Environmental Climate Change	132
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.38%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.46%	Equity United States Social/Environmental	7,038
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.31%	Equity United States Social/Environmental Innovation	33
HSBC MSCI World UCITS ETF CHF hedged	0.38%	Equity World	50
iShares MSCI World Screened UCITS ETF USD (Acc)	0.41%	Equity World Social/Environmental	4,481
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.38%	Equity World	1,673
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.00%	Equity World Growth Multi-Asset Strategy	19
iShares Ageing Population UCITS ETF	0.57%	Equity World Health Care Social/Environmental Ageing Population	551
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.25%	Equity World Social/Environmental	285
Amundi Core MSCI USA UCITS ETF Dist	0.56%	Equity United States	772
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.66%	Equity World Low Volatility/Risk Weighted	252
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.50%	Equity United States Social/Environmental Climate Change	151
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.25%	Equity World Social/Environmental	106
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.50%	Equity North America	2,472
L&G Global Brands UCITS ETF USD Acc	1.17%	Equity World Fundamental/Quality Moat	51
Xtrackers S&P 500 UCITS ETF 4C	0.55%	Equity United States	907
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	5.97%	Equity World Health Care Social/Environmental	257
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.61%	Equity United States Social/Environmental	933
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.44%	Equity World Social/Environmental	793
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	1.10%	Equity World Social/Environmental	39
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.46%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.58%	Equity United States Social/Environmental	14
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.58%	Equity World Low Volatility/Risk Weighted	72
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.84%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.38%	Equity World	7,353
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	1.30%	Equity United States Value	4
VanEck World Equal Weight Screened UCITS ETF A	0.24%	Equity World Equal Weighted	1,151
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.38%	Equity World	1,529
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.54%	Equity United States	7,980
SPDR S&P 500 EUR Hedged UCITS ETF	0.53%	Equity United States	2,441
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.31%	Equity United States Fundamental/Quality	137
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.33%	Equity World	26,864
iShares Dow Jones Industrial Average UCITS ETF (Acc)	4.44%	Equity United States	1,407
HSBC MSCI World UCITS ETF USD (Acc)	0.38%	Equity World	1,434
Xtrackers MSCI USA UCITS ETF 1D	0.54%	Equity United States	247
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.39%	Equity World Multi-Factor Strategy	147
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.24%	Equity World Social/Environmental	4,419
iShares MSCI North America UCITS ETF	0.50%	Equity North America	1,088
Franklin US Mega Cap 100 UCITS ETF Acc	0.76%	Equity United States Large Cap	95
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.61%	Equity United States Social/Environmental	55
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.54%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.40%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.33%	Equity World Social/Environmental	383
Invesco Global Enhanced Equity UCITS ETF Acc	0.25%	Equity World Multi-Factor Strategy	267
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.38%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.81%	Equity United States Social/Environmental	93
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.46%	Equity World Social/Environmental Climate Change	452
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.78%	Equity United States Social/Environmental	530
iShares MSCI ACWI UCITS ETF USD (Acc)	0.34%	Equity World	21,475
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.15%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.53%	Equity United States	42,606
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.33%	Equity World	969
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.39%	Equity World Social/Environmental	4
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,230
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.39%	Equity World Multi-Factor Strategy	786
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.38%	Equity World	4,845
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.57%	Equity World Islamic Investing	947
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	1.38%	Equity United States Fundamental/Quality	548
Invesco FTSE All-World UCITS ETF Dist	0.35%	Equity World	182
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.52%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.17%	Equity World Multi-Asset Strategy	85
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.78%	Equity United States Social/Environmental	50
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.35%	Equity United States Multi-Factor Strategy	86
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.56%	Equity United States Social/Environmental	13,933
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.55%	Equity United States	62
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.62%	Equity United States Value Climate Change	151
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	5.97%	Equity World Health Care Social/Environmental	120
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.78%	Equity United States Social/Environmental	118
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.49%	Equity United States Social/Environmental Climate Change	2,996
Xtrackers MSCI World UCITS ETF 1C	0.40%	Equity World	16,116
JPMorgan Active US Equity UCITS ETF USD (acc)	1.08%	Equity United States Social/Environmental	46
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.61%	Equity United States Social/Environmental	2
iShares World Equity High Income UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental	11
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.33%	Equity World Social/Environmental Multi-Asset Strategy	40
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.88%	Equity World Social/Environmental Climate Change	15
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental Multi-Asset Strategy	1,030
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.78%	Equity United States Social/Environmental	391
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.21%	Equity World Social/Environmental Climate Change	1,207
UBS Core S&P 500 UCITS ETF USD acc	0.53%	Equity United States	889
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.38%	Equity World Social/Environmental Climate Change	28
Amundi Prime All Country World UCITS ETF Dist	0.36%	Equity World	2,634
Invesco S&P World Health Care ESG UCITS ETF Acc	3.87%	Equity World Health Care Social/Environmental	60
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.46%	Equity United States Social/Environmental	523
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.41%	Equity World Social/Environmental	83
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.25%	Equity World Social/Environmental	1,186
Xtrackers US Equity Enhanced Active UCITS ETF 1C 1C	0.10%	Equity United States	142
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.33%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.56%	Equity United States Social/Environmental	927
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.77%	Equity United States Low Volatility/Risk Weighted	118
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.54%	Equity United States	266
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.49%	Equity United States Social/Environmental	1,317
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.45%	Equity World Social/Environmental Climate Change	368
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.35%	Equity World	15
Invesco US Enhanced Equity UCITS ETF Acc	0.36%	Equity United States Multi-Factor Strategy	49
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.32%	Equity United States Social/Environmental Climate Change	1
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.58%	Equity World Low Volatility/Risk Weighted	17
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.09%	Equity World Social/Environmental Climate Change	247
Franklin US Dividend Tilt UCITS ETF (Dis)	0.58%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.55%	Equity United States	517
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.61%	Equity United States Social/Environmental Multi-Asset Strategy	999
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.53%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.51%	Equity United States	446

Performance

Returns overview

YTD	+2.53%
1 month	+2.39%
3 months	-5.42%
6 months	+9.06%
1 year	-42.05%
3 years	-45.75%
5 years	-13.36%
Since inception (MAX)	+171.17%
2025	-43.21%
2024	+3.78%
2023	-9.31%
2022	+4.91%

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).