Zimmer Biomet Holdings

ISIN US98956P1021

WKN 753718

Market cap (in EUR)

15,711 m

Country

United States

Sector

Healthcare

Dividend yield

1.04%

Overview

Quote

Description

Zimmer Biomet Holdings, Inc. engages in the design, manufacture, and marketing of orthopedic reconstructive products. The firm also offers sports medicine, biologics, extremities, and trauma products, spine, craniomaxillofacial, and thoracic products, office-based technologies, dental implants, and related surgical products. It operates through the following geographical segments: Americas, Europe Middle East and Africa, and Asia Pacific. The Americas segment consists of the U.S. and includes other North, Central and South American markets. The Europe Middle East and Africa segment includes France, Germany, Italy, Spain, and the United Kingdom. The Asia Pacific segment refers to the key markets such as Japan, China, Australia, New Zealand, Korea, Taiwan, India, Thailand, Singapore, Hong Kong, and Malaysia. The company was founded by Justin O. Zimmer in 1927 and is headquartered in Warsaw, IN.

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Healthcare Healthcare Equipment General Medical Devices United States

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Financials

Key metrics

Market capitalisation, EUR	15,711 m
EPS, EUR	3.66
P/B ratio	1.4
P/E ratio	22.9
Dividend yield	1.04%

Income statement (2024)

Revenue, EUR	7,099 m
Net income, EUR	835 m
Profit margin	11.77%

What ETF is Zimmer Biomet Holdings in?

There are 288 ETFs which contain Zimmer Biomet Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of Zimmer Biomet Holdings is the VanEck Medical Robotics and Bionic Engineering UCITS ETF A.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.14%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	708
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	229
SPDR MSCI World Health Care UCITS ETF	0.26%	Equity World Health Care	567
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.55%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	681
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	0.07%	Equity World Health Care Social/Environmental	155
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	750
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	36
Xtrackers MSCI World Value UCITS ETF 1C	0.08%	Equity World Value	3,056
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.34%	Equity United States Value	95
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	13,480
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	48
SPDR S&P 500 UCITS ETF (Acc)	0.03%	Equity United States	11,654
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,318
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.03%	Equity United States	128
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	22
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,684
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	64
UBS MSCI USA Value UCITS ETF USD dis	0.08%	Equity United States Value	429
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	2,697
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	495
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.01%	Equity United States Social/Environmental	1,092
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	314
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.03%	Equity United States Multi-Factor Strategy	155
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.03%	Equity United States	863
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.14%	Equity United States Social/Environmental Climate Change	716
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.06%	Equity United States Social/Environmental	34
HSBC MSCI USA Islamic Screened UCITS ETF USD (Acc)	0.27%	Equity United States Social/Environmental Islamic Investing	60
Amundi MSCI World ESG Selection UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,727
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	0.07%	Equity World Health Care Social/Environmental	527
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.04%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.06%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	32
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.14%	Equity United States Social/Environmental	19
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.05%	Equity United States Social/Environmental Climate Change	158
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.03%	Equity United States	583
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	210
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.03%	Equity United States	47
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.14%	Equity United States Social/Environmental Climate Change	12
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	0.38%	Equity United States Health Care	2,420
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	1,906
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	643
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,427
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.14%	Equity United States Multi-Factor Strategy	94
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.08%	Equity United States	34
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.08%	Equity World Value	208
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	191
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,188
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.14%	Equity United States Social/Environmental Climate Change	390
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	30
UBS Core S&P 500 UCITS ETF hGBP dis	0.03%	Equity United States	63
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.31%	Equity United States Equal Weighted	2,048
iShares Core S&P 500 UCITS ETF USD (Dist)	0.03%	Equity United States	17,558
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.34%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	886
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.37%	Equity World Social/Environmental	107
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.14%	Equity United States Multi-Factor Strategy	29
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.37%	Equity World Social/Environmental	919
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,704
UBS Core S&P 500 UCITS ETF hEUR acc	0.03%	Equity United States	259
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.10%	Equity World Social/Environmental	282
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.11%	Equity World Social/Environmental Climate Change	3,984
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	58
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	953
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	207
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	48
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,390
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	305
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	67
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental Climate Change	454
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	9,209
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	329
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	1,588
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	224
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.05%	Equity World Social/Environmental	199
Franklin Future Of Health And Wellness UCITS ETF	0.61%	Equity World Health Care Social/Environmental	3
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.37%	Equity World Social/Environmental	48
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	974
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.31%	Equity United States Equal Weighted	119
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	117
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	17
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.10%	Equity World Social/Environmental	110
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	472
iShares Edge MSCI World Value Factor UCITS ETF	0.08%	Equity World Value	4,242
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.04%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	11,849
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	0.38%	Equity United States Health Care	477
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.07%	Equity United States Social/Environmental	464
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	24
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	54
VanEck Morningstar US ESG Wide Moat UCITS ETF A	1.30%	Equity United States Moat	334
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	677
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	110,506
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	3,000
SPDR MSCI USA Value Weighted UCITS ETF	0.11%	Equity United States Value	159
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	115,706
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	73
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	0.38%	Equity United States Health Care	120
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.04%	Equity North America Social/Environmental	309
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.03%	Equity United States	94
L&G US Equity UCITS ETF	0.03%	Equity United States Social/Environmental	1,000
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental	3,039
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,193
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,981
UBS MSCI USA Universal UCITS ETF USD acc	0.05%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental Climate Change	573
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.06%	Equity United States Social/Environmental	5
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	7,348
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	2,802
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Islamic Investing	80
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity United States Social/Environmental Climate Change	12
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.19%	Equity World Multi-Factor Strategy	188
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	13
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	187
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	977
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.37%	Equity United States Value Climate Change	6
Xtrackers S&P 500 UCITS ETF 4D	0.03%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	739
Xtrackers MSCI World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	65
UBS Core S&P 500 UCITS ETF USD dis	0.03%	Equity United States	1,062
UBS Core S&P 500 UCITS ETF hCHF acc	0.03%	Equity United States	504
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	88
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	536
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.06%	Equity United States Social/Environmental Climate Change	427
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	5,818
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	93
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)	0.33%	Equity United States Mid Cap	263
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	208
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	514
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	7,437
Xtrackers MSCI World Health Care UCITS ETF 1C	0.26%	Equity World Health Care	3,239
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	2,855
Invesco FTSE RAFI All World 3000 UCITS ETF	0.03%	Equity World Fundamental/Quality	139
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.07%	Equity United States Social/Environmental	29
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,809
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.55%	Equity United States Low Volatility/Risk Weighted	5
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental Climate Change	34
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	814
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	25
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,357
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,872
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	0.19%	Equity United States Equal Weighted	369
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	400
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.06%	Equity World Social/Environmental Climate Change	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.05%	Equity World	4,067
VanEck Morningstar US Wide Moat UCITS ETF A	2.44%	Equity United States Equal Weighted Moat	38
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental Climate Change	36
UBS MSCI USA Selection UCITS ETF USD acc	0.06%	Equity United States Social/Environmental	2,159
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.10%	Equity World Social/Environmental Catholic principles	80
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1,364
Franklin S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	0.03%	Equity United States	15,314
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.03%	Equity World	14,002
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	59
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.07%	Equity United States Social/Environmental	275
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.05%	Equity World	73
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,527
Invesco FTSE RAFI US 1000 UCITS ETF	0.05%	Equity United States Fundamental/Quality	576
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.14%	Equity United States Social/Environmental Climate Change	318
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	578
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,141
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	789
iShares MSCI World SRI UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	1,471
HSBC S&P 500 UCITS ETF USD	0.03%	Equity United States	7,142
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	45
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,102
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.10%	Equity World Social/Environmental	54
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.04%	Equity World Social/Environmental	107
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	493
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	36
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,009
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	82
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	30
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.07%	Equity United States Social/Environmental	189
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	2,210
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	45
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.37%	Equity United States Value Climate Change	18
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI USA Health Care UCITS ETF 1D	0.36%	Equity United States Health Care	839
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.10%	Equity World Social/Environmental	48
iShares MSCI World Islamic UCITS ETF	0.10%	Equity World Islamic Investing	817
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.03%	Equity United States	25,892
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,076
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	959
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,144
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.34%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	51
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	359
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,708
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.03%	Equity World	1,690
Goshawk Global Balanced Fund UCITS ETF Accumulating	0.56%	Equity World Growth Multi-Asset Strategy	19
iShares Ageing Population UCITS ETF	0.52%	Equity World Health Care Social/Environmental Ageing Population	569
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	292
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental Climate Change	764
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	772
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.10%	Equity World Social/Environmental	282
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	109
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,505
Xtrackers S&P 500 UCITS ETF 4C	0.03%	Equity United States	925
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	654
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.09%	Equity United States Value	113
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	0.04%	Equity United States Social/Environmental	15
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.08%	Equity World Social/Environmental Climate Change	345
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,451
VanEck Morningstar US SMID Moat UCITS ETF A	0.66%	Equity United States Small Cap Moat	11
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	68
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.10%	Equity World Social/Environmental	6,368
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,543
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.14%	Equity United States Social/Environmental Climate Change	475
SPDR S&P 500 EUR Hedged UCITS ETF	0.03%	Equity United States	2,471
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.03%	Equity United States	8,120
iShares MSCI USA Islamic UCITS ETF	0.16%	Equity United States Islamic Investing	266
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	27,447
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,470
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	251
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	150
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,476
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,101
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.03%	Equity United States	0
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.02%	Equity World Social/Environmental	393
iShares US Medical Devices UCITS ETF USD (Acc)	1.61%	Equity United States Health Care	153
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.14%	Equity United States Social/Environmental	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	21,922
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.06%	Equity United States Social/Environmental Climate Change	1
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental Climate Change	150
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.14%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.03%	Equity United States	43,151
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	987
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,280
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	816
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.14%	Equity United States Social/Environmental	2,635
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,898
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.04%	Equity World Islamic Investing	968
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	192
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.03%	Equity United States	72
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.14%	Equity United States Social/Environmental	247
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
iShares Edge MSCI USA Value Factor UCITS ETF	0.09%	Equity United States Value	2,487
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.36%	Equity United States Multi-Factor Strategy	89
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	13,977
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.03%	Equity United States	63
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.37%	Equity United States Value Climate Change	155
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,996
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.09%	Equity World Social/Environmental Multi-Asset Strategy	41
VanEck Medical Robotics and Bionic Engineering UCITS ETF A	4.29%	Equity World Health Care Social/Environmental Ageing Population	8
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	15
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.09%	Equity World Social/Environmental Catholic principles	145
UBS Core S&P 500 UCITS ETF USD acc	0.03%	Equity United States	911
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,634
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,213
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	84
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	531
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	938
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.05%	Equity United States Social/Environmental	1,343
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	271
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	252
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	16
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.14%	Equity United States Social/Environmental Climate Change	30
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.14%	Equity United States Social/Environmental	333
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.03%	Equity United States	527
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.03%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	453

Performance

Returns overview

YTD	+5.47%
1 month	+0.39%
3 months	-4.68%
6 months	+1.01%
1 year	-18.74%
3 years	-35.94%
5 years	-46.60%
Since inception (MAX)	-26.43%
2025	-25.63%
2024	-6.06%
2023	-13.38%
2022	+0.33%

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).