Investor AB

ISIN SE0015811963

WKN A3CMTG

Marktkapitalisatie (in EUR)

99.706 m

Land

Zweden

Sector

Financiën

Dividendrendement

1,47%

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Overzicht

Koers

Beschrijving

Investor AB is een beleggingsmaatschappij die zich bezighoudt met langetermijnbeleggingen. Ze is actief via de volgende segmenten: Beursgenoteerde Bedrijven, Patricia Industries, Investeringen in EQT, en Investor Groupwide. Het bedrijf is opgericht in 1916 en het hoofdkantoor is gevestigd in Stockholm, Zweden.

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Financiën Beleggingsdiensten Zweden

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	99.706 m
WPA, EUR	4,65
KBV	1,1
K/W	6,9
Dividendrendement	1,47%

Winst- en verliesrekening (2025)

Omzet, EUR	7.584 m
Netto-inkomen, EUR	14.267 m
Winstmarge	188,13%

In welke ETF zit Investor AB?

Er zijn 55 ETF's die Investor AB bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Investor AB is de iShares STOXX Europe 600 Financial Services UCITS ETF (DE).

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0,09%	Aandelen Wereld	7.056
iShares MSCI World UCITS ETF (Dist)	0,09%	Aandelen Wereld	7.117
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0,07%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	40
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0,03%	Aandelen Wereld Multi-assetstrategie	934
VanEck World Equal Weight Screened UCITS ETF A	0,43%	Aandelen Wereld Equal Weighted	1.174
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc)	0,30%	Aandelen Europa	405
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,05%	Aandelen Wereld	31.452
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	12,54%	Aandelen Europa Financieel	92
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0,10%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	7
UBS Core MSCI World UCITS ETF USD dis	0,09%	Aandelen Wereld	1.352
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0,18%	Aandelen Wereld Dividend	2.000
Vanguard FTSE Developed World UCITS ETF Acc	0,07%	Aandelen Wereld	4.984
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0,07%	Aandelen Wereld Sociaal/Milieu	1.546
UBS Core MSCI World UCITS ETF hGBP dis	0,09%	Aandelen Wereld	88
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0,01%	Aandelen Wereld Multi-assetstrategie	36
VanEck European Equal Weight Screened UCITS ETF A	1,11%	Aandelen Europa Equal Weighted	84
iShares MSCI ACWI UCITS ETF USD (Acc)	0,07%	Aandelen Wereld	22.725
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0,03%	Aandelen Wereld Multi-assetstrategie	69
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0,07%	Aandelen Wereld Sociaal/Milieu	465
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0,01%	Aandelen Europa Sociaal/Milieu Klimaatverandering	31
UBS Core MSCI World UCITS ETF hEUR acc	0,09%	Aandelen Wereld	508
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0,63%	Aandelen Europa	3.077
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0,47%	Aandelen Europa Sociaal/Milieu Klimaatverandering	32
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0,16%	Aandelen Europa Sociaal/Milieu Klimaatverandering	8
Vanguard FTSE Developed World UCITS ETF Distributing	0,07%	Aandelen Wereld	3.453
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0,38%	Aandelen Europa Covered Call Alternatieve beleggingen	15
Amundi MSCI Europe UCITS ETF Acc	0,52%	Aandelen Europa	593
iShares MSCI Europe ex-UK UCITS ETF	0,66%	Aandelen Europa	1.262
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0,14%	Aandelen Wereld Financieel Sociaal/Milieu	112
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0,01%	Aandelen Wereld Multi-assetstrategie	94
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0,38%	Aandelen Europa Covered Call Alternatieve beleggingen	20
Xtrackers MSCI Europe UCITS ETF 1D	0,52%	Aandelen Europa	123
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0,01%	Aandelen Wereld Multi-assetstrategie	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0,02%	Aandelen Wereld Multi-assetstrategie	727
Xtrackers MSCI World UCITS ETF 1D	0,08%	Aandelen Wereld	4.109
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0,28%	Aandelen Europa Lage volatiliteit/Risico-gewogen	27
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0,64%	Aandelen Europa Sociaal/Milieu	33
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0,41%	Aandelen Europa Sociaal/Milieu	113
iShares MSCI World Screened UCITS ETF USD (Dist)	0,09%	Aandelen Wereld Sociaal/Milieu	979
Amundi Core MSCI Europe UCITS ETF Dist	0,51%	Aandelen Europa	675
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0,45%	Aandelen Europa	2.341
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,07%	Aandelen Wereld Sociaal/Milieu	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,05%	Aandelen Wereld	19.088
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0,59%	Aandelen Europa Sociaal/Milieu	413
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0,01%	Aandelen Wereld Multi-assetstrategie	207
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0,51%	Aandelen Europa	10.452
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0,18%	Aandelen Wereld Dividend	7.597
Amundi Prime Europe UCITS ETF DR (D)	0,52%	Aandelen Europa	216
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0,82%	Aandelen Europa Multi-factorstrategie	184
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0,14%	Aandelen Europa Sociaal/Milieu	4.363
Vanguard FTSE Developed Europe UCITS ETF Distributing	0,45%	Aandelen Europa	4.275
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0,02%	Aandelen Wereld Sociaal/Milieu	697
Xtrackers MSCI Nordic UCITS ETF 1D	4,80%	Aandelen Europa	929
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0,63%	Aandelen Europa	1.263
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0,02%	Aandelen Wereld Multi-assetstrategie	92

Prestaties

Rendementsoverzicht

YTD	+7,98%
1 maand	-3,82%
3 maanden	+9,27%
6 maanden	+20,69%
1 jaar	+20,65%
3 jaar	+79,99%
5 jaar	+90,81%
Since inception	+325,39%
2025	+20,02%
2024	+21,11%
2023	+22,34%
2022	-22,91%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).