AXA SA

ISIN FR0000120628

WKN 855705

Market cap (in EUR)

79,569 m

Country

France

Sector

Finance

Dividend yield

5.65%

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Overview

Quote

Description

AXA SA engages in the provision of insurance and asset management services. It operates through the following segments: France; Europe; AXA XL; Asia, Africa, and EME-LATAM; AXA Investment Managers (AXA IM); and Transversal Entities and Central Holdings. The France segment includes the life, health and damages, AXA Banque France, and French holdings. The Europe segment refers to life, health activities, and damage in Switzerland, Germany, Belgium and Luxembourg, Spain, Italy, United Kingdom, and Ireland. The AXA XL segment focuses on the activity's damages of the XL Group in the United States, United Kingdom, France, Germany, Australia, Switzerland, the Netherlands, Italy, Spain, Bermuda, and Canada. The Asia, Africa, and EME-LATAM segment covers life, health, and property activities in Japan, Hong Kong, the Philippines, Thailand, and China. The AXA IM segment is involved in asset management activity. The Transversal Entities and Central Holdings segment relates to XA Assistance, AXA Liabilities Managers, AXA SA, and other central holdings. The company was founded in 1946 and is headquartered in Paris, France.

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Finance Insurance France

Chart

Financials

Key metrics

Market capitalisation, EUR	79,569 m
EPS, EUR	-
P/B ratio	2.1
P/E ratio	10.8
Dividend yield	5.65%

Income statement (2024)

Revenue, EUR	107,866 m
Net income, EUR	7,130 m
Profit margin	6.61%

What ETF is AXA SA in?

There are 81 ETFs which contain AXA SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of AXA SA is the iShares STOXX Europe 600 Insurance UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.39%	Equity World Dividend	5,427
iShares MSCI World UCITS ETF (Dist)	0.10%	Equity World	7,372
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	6,209
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental Climate Change	43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	904
VanEck World Equal Weight Screened UCITS ETF A	0.36%	Equity World Equal Weighted	1,210
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.20%	Equity World Social/Environmental Multi-Asset Strategy	20
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	1.82%	Equity Europe Social/Environmental Climate Change	51
Xtrackers MSCI EMU UCITS ETF 1D	1.11%	Equity Europe	1,936
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	28,535
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.43%	Equity World Social/Environmental Climate Change	3,907
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,334
Invesco Global Enhanced Equity UCITS ETF Acc	0.20%	Equity World Multi-Factor Strategy	333
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.21%	Equity World Dividend	1,599
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	4,896
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	1,845
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	35
Amundi CAC 40 UCITS ETF Dist	3.92%	Equity France	3,258
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.36%	Equity World Social/Environmental Multi-Asset Strategy	38
Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D	3.40%	Equity Europe Dividend	468
Xtrackers EURO STOXX 50 UCITS ETF 1D	1.73%	Equity Europe	5,538
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	1.07%	Equity Europe Social/Environmental	5
VanEck European Equal Weight Screened UCITS ETF A	0.94%	Equity Europe Equal Weighted	81
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	1.70%	Equity Europe Social/Environmental	498
UBS Core MSCI EMU UCITS ETF EUR dis	1.11%	Equity Europe	1,629
iShares MSCI ACWI UCITS ETF USD (Acc)	0.09%	Equity World	22,084
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	68
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	490
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	1.56%	Equity Europe Social/Environmental Climate Change	637
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.26%	Equity Europe Social/Environmental Climate Change	63
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	384
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.75%	Equity Europe	3,256
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.90%	Equity Europe Social/Environmental Climate Change	28
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.57%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	3,537
iShares Euro Dividend UCITS ETF GBP Hedged (Dist)	2.84%	Equity Europe Dividend	4
Amundi MSCI Europe UCITS ETF Acc	0.61%	Equity Europe	611
iShares MSCI Europe ex-UK UCITS ETF	0.77%	Equity Europe	1,282
iShares MSCI World SRI UCITS ETF USD (Dist)	0.42%	Equity World Social/Environmental	1,422
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	2.81%	Equity Europe Social/Environmental	88
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.20%	Equity World Financials Social/Environmental	522
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	89
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	2.56%	Equity Europe Social/Environmental	226
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	1.23%	Equity Europe Social/Environmental	670
Xtrackers MSCI Europe UCITS ETF 1D	0.60%	Equity Europe	135
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	695
Xtrackers CAC 40 UCITS ETF 1D	3.95%	Equity France	111
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,582
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.20%	Equity World Multi-Factor Strategy	1
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.75%	Equity Europe Social/Environmental	33
UBS MSCI EMU Socially Responsible UCITS ETF EUR dis	4.80%	Equity Europe Social/Environmental Climate Change	785
Amundi MSCI EMU Value Factor UCITS ETF Dist	2.24%	Equity Europe Value	229
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	1.50%	Equity Europe Fundamental/Quality	30
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.56%	Equity Europe Social/Environmental	138
iShares MSCI World Screened UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	952
iShares Euro Dividend UCITS ETF	2.84%	Equity Europe Dividend	1,232
iShares Core EURO STOXX 50 UCITS ETF EUR (Dist)	1.72%	Equity Europe	5,263
Amundi Core MSCI Europe UCITS ETF Dist	0.61%	Equity Europe	527
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.58%	Equity Europe	2,171
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	51
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	19,056
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.68%	Equity Europe Social/Environmental	464
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	196
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.60%	Equity Europe	10,696
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.21%	Equity World Dividend	6,910
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	9.69%	Equity Europe Insurance	395
Amundi Prime Europe UCITS ETF DR (D)	0.61%	Equity Europe	208
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.36%	Equity Europe Multi-Factor Strategy	176
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.97%	Equity Europe Social/Environmental	4,270
Amundi EURO STOXX 50 II UCITS ETF Acc	1.74%	Equity Europe	3,923
Amundi Core EURO STOXX 50 UCITS ETF EUR Dist	1.74%	Equity Europe	873
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.58%	Equity Europe	4,368
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	966
Amundi Core MSCI EMU UCITS ETF Dist	1.14%	Equity Europe	599
Amundi CAC 40 ESG UCITS ETF DR - EUR (D)	3.77%	Equity France Social/Environmental	40
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.75%	Equity Europe	1,178
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	2.56%	Equity Europe Social/Environmental	9
Amundi Prime Eurozone UCITS ETF DR (D)	1.15%	Equity Europe	56
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	91

Performance

Returns overview

YTD	-6.39%
1 month	-6.07%
3 months	-2.03%
6 months	-9.74%
1 year	+5.39%
3 years	+34.72%
5 years	+109.97%
Since inception (MAX)	+85.69%
2025	+20.07%
2024	+16.12%
2023	+12.29%
2022	-0.04%

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).