ageas

ISIN BE0974264930

 | 

WKN A1J1DR

Market cap (in EUR)
13,788 m
Country
Belgium
Sector
Finance
Dividend yield
3.80%
 

Overview

Quote

Description

ageas SA/NV engages in the provision of life and non-life insurance, investments, and real estate services. It operates through the following segments: Belgium, Europe, Asia, Reinsurance, and General Account. The company was founded in 1990 and is headquartered in Brussels, Belgium.
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Finance Insurance Belgium

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Financials

Key metrics

Market capitalisation, EUR 13,788 m
EPS, EUR 5.49
P/B ratio 1.3
P/E ratio 7.1
Dividend yield 3.80%

Income statement (2025)

Revenue, EUR 12,425 m
Net income, EUR 1,712 m
Profit margin 13.78%

What ETF is ageas in?

There are 64 ETFs which contain ageas. All of these ETFs are listed in the table below. The ETF with the largest weighting of ageas is the Amundi BEL 20 UCITS ETF Dist.
ETF Weight Investment focus Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF 0.27%
Equity
World
Dividend
7,746
UBS Core MSCI World UCITS ETF USD acc 0.01%
Equity
World
9,023
iShares MSCI World UCITS ETF (Dist) 0.01%
Equity
World
7,937
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.01%
Equity
World
Multi-Asset Strategy
1,104
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist 0.22%
Equity
Europe
Social/Environmental
Climate Change
158
Xtrackers MSCI EMU UCITS ETF 1D 0.15%
Equity
Europe
1,949
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.01%
Equity
World
40,344
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.01%
Equity
World
Social/Environmental
Climate Change
8
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.06%
Equity
World
Social/Environmental
Climate Change
4,073
UBS Core MSCI World UCITS ETF USD dis 0.01%
Equity
World
1,837
Invesco Global Enhanced Equity UCITS ETF Acc 0.08%
Equity
World
Multi-Factor Strategy
602
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.03%
Equity
World
Dividend
2,327
Vanguard FTSE Developed World UCITS ETF Acc 0.02%
Equity
World
5,373
UBS Core MSCI World UCITS ETF hGBP dis 0.01%
Equity
World
103
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
41
Amundi BEL 20 UCITS ETF Dist 8.05%
Equity
Belgium
70
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist) 0.23%
Equity
Europe
Social/Environmental
449
UBS Core MSCI EMU UCITS ETF EUR dis 0.15%
Equity
Europe
1,778
iShares MSCI ACWI UCITS ETF USD (Acc) 0.01%
Equity
World
28,319
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
81
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.02%
Equity
World
Social/Environmental
534
UBS Core MSCI World UCITS ETF hEUR acc 0.01%
Equity
World
796
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 0.13%
Equity
Europe
3,239
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist) 0.13%
Equity
Europe
Social/Environmental
Climate Change
9
Vanguard FTSE Developed World UCITS ETF Distributing 0.02%
Equity
World
3,962
Amundi S&P Eurozone Dividend Aristocrat Screened UCITS ETF Dist 2.96%
Equity
Europe
Dividend
24
iShares Euro Dividend UCITS ETF GBP Hedged (Dist) 3.56%
Equity
Europe
Dividend
6
Amundi MSCI Europe UCITS ETF Acc 0.08%
Equity
Europe
592
iShares MSCI Europe ex-UK UCITS ETF 0.11%
Equity
Europe
1,419
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.08%
Equity
World
Multi-Factor Strategy
3
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.02%
Equity
World
Financials
Social/Environmental
120
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
98
iShares MSCI EMU Screened UCITS ETF EUR (Dist) 0.17%
Equity
Europe
Social/Environmental
539
Xtrackers MSCI Europe UCITS ETF 1D 0.08%
Equity
Europe
125
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
850
Xtrackers MSCI World UCITS ETF 1D 0.06%
Equity
World
4,888
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.08%
Equity
World
Multi-Factor Strategy
8
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) 0.32%
Equity
Europe
Low Volatility/Risk Weighted
24
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.13%
Equity
Europe
Social/Environmental
35
UBS MSCI EMU Socially Responsible UCITS ETF EUR dis 0.68%
Equity
Europe
Social/Environmental
Climate Change
773
Amundi MSCI EMU Value Factor UCITS ETF Dist 0.29%
Equity
Europe
Value
237
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist) 0.26%
Equity
Europe
Fundamental/Quality
29
iShares MSCI World Screened UCITS ETF USD (Dist) 0.02%
Equity
World
Social/Environmental
1,119
iShares Euro Dividend UCITS ETF 3.56%
Equity
Europe
Dividend
1,515
Amundi Core MSCI Europe UCITS ETF Dist 0.08%
Equity
Europe
444
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.10%
Equity
Europe
2,840
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.01%
Equity
World
21,837
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0.10%
Equity
Europe
Social/Environmental
474
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.05%
Equity
World
Value
383
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
225
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0.09%
Equity
Europe
10,355
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.03%
Equity
World
Dividend
8,380
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) 0.12%
Equity
Europe
Value
107
iShares STOXX Europe 600 Insurance UCITS ETF (DE) 1.41%
Equity
Europe
Insurance
446
Amundi Prime Europe UCITS ETF DR (D) 0.09%
Equity
Europe
239
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist) 0.69%
Equity
Europe
Multi-Factor Strategy
199
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0.11%
Equity
Europe
Social/Environmental
4,655
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.10%
Equity
Europe
4,454
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
768
Amundi Core MSCI EMU UCITS ETF Dist 0.15%
Equity
Europe
662
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0.13%
Equity
Europe
1,354
Amundi Prime Eurozone UCITS ETF DR (D) 0.19%
Equity
Europe
77
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
109

Performance

Returns overview

YTD +7.63%
1 month -4.30%
3 months +7.14%
6 months +12.57%
1 year +13.06%
3 years +71.59%
5 years +33.43%
Since inception (MAX) +112.10%
2025 +29.10%
2024 +17.82%
2023 -4.60%
2022 -8.63%

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).
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Risk overview

Volatility 1 year 17.51%
Volatility 3 years 18.48%
Volatility 5 years 24.09%
Return per risk 1 year 0.75
Return per risk 3 years 1.07
Return per risk 5 years 0.25
Maximum drawdown 1 year -10.25%
Maximum drawdown 3 years -16.46%
Maximum drawdown 5 years -31.42%
Maximum drawdown since inception -53.46%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.