Suncorp Group

ISIN AU000000SUN6

WKN 886254

Market cap (in EUR)

11,746 m

Country

Australia

Sector

Finance

Dividend yield

3.75%

Overview

Quote

Description

Suncorp Group Ltd. is a financial services company, which engages in the provision of banking, wealth, and insurance products and services. It operates through the following segments: Consumer Insurance, Commercial and Personal Injury, Suncorp New Zealand, and Corporate and Internal Reinsurance. The Consumer Insurance segment provides insurance products to customers in Australia including home and contents, motor, and boat. The Commercial and Personal Injury segment offers insurance products to customers in Australia including commercial motor, commercial property, marine, industrial special risks, public liability and professional indemnity, workers’ compensation and compulsory third party. The Suncorp New Zealand segment includes general and life insurance products to customers in New Zealand. The Corporate and Internal Reinsurance segment is involved in the business strategy activities and shared services. The company was founded in 1902 and is headquartered in Brisbane, Australia.

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Finance Insurance Australia

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Financials

Key metrics

Market capitalisation, EUR	11,746 m
EPS, EUR	-
P/B ratio	1.9
P/E ratio	19.3
Dividend yield	3.75%

Income statement (2025)

Revenue, EUR	10,041 m
Net income, EUR	930 m
Profit margin	9.26%

What ETF is Suncorp Group in?

There are 245 ETFs which contain Suncorp Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Suncorp Group is the Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (C).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	979
Xtrackers Portfolio UCITS ETF 1C	0.00%	Equity World Multi-Asset Strategy	723
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,259
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	43
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.10%	Equity World Social/Environmental	206
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	25
State Street SPDR MSCI World Financials UCITS ETF USD	0.10%	Equity World Financials	263
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	5,383
UBS MSCI Australia UCITS ETF hCHF acc	0.89%	Equity Australia	38
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,817
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	99
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	40
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	86
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	531
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	0.57%	Equity Asia Pacific	258
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	587
L&G Asia Pacific ex Japan ESG Paris Aligned UCITS ETF USD Accumulating ETF	0.48%	Equity Asia Pacific Social/Environmental Climate Change	79
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.14%	Equity Asia Pacific Social/Environmental Climate Change	166
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,747
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - USD (C)	4.40%	Equity Asia Pacific Social/Environmental	25
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	405
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	0.56%	Equity Asia Pacific	3,218
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	90
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	50
Xtrackers MSCI World UCITS ETF 1D	0.06%	Equity World	4,897
Xtrackers MSCI World ESG UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,213
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.00%	Equity World Social/Environmental	544
UBS MSCI Australia UCITS ETF hUSD acc	0.89%	Equity Australia	36
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,281
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	730
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental	67
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.14%	Equity Asia Pacific Social/Environmental	44
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	222
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	1,273
HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc)	0.56%	Equity Asia Pacific	467
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	8,267
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.15%	Equity World Dividend	29
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - GBP (D)	4.40%	Equity Asia Pacific Social/Environmental	6
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	457
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	329
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,060
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.14%	Equity World Social/Environmental	104
First Trust Global Equity Income UCITS ETF Acc	0.04%	Equity World Fundamental/Quality	84
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	139
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.11%	Equity World Financials Social/Environmental	26
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	1,881
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI AC Asia Pacific ex Japan Climate Paris Aligned UCITS ETF	0.46%	Equity Asia Pacific Social/Environmental Climate Change	15
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,152
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.02%	Equity World Social/Environmental	227
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	4,029
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,279
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	1,246
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,295
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	239
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.14%	Equity Asia Pacific Social/Environmental	260
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	49
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	101
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,430
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	329
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	80
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF hEUR acc	1.03%	Equity Asia Pacific Social/Environmental Climate Change	1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.00%	Equity World Social/Environmental	200
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	796
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.10%	Equity World Mid Cap	7
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.07%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.03%	Equity World Social/Environmental	307
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	1,700
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.04%	Equity World Social/Environmental	1,045
UBS MSCI World Selection UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	288
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity World Social/Environmental	231
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.14%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,129
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	459
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	13,392
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.00%	Equity World Social/Environmental	5,456
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.45%	Equity World Financials Social/Environmental	120
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	22
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	50
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	0.71%	Equity Asia Pacific Social/Environmental Climate Change	108
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	814
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.06%	Equity World	458
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	121,014
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (D)	4.40%	Equity Asia Pacific Social/Environmental	48
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	152
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	0.71%	Equity Asia Pacific Social/Environmental Climate Change	643
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	92
UBS MSCI Australia UCITS ETF AUD dis	0.89%	Equity Australia	90
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.15%	Equity World Dividend	387
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	747
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental	2,874
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.00%	Equity World Social/Environmental	55
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	21,747
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental Climate Change	484
HSBC MSCI Pacific ex Japan UCITS ETF USD	0.56%	Equity Asia Pacific	690
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	11,234
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	63
UBS MSCI Australia Universal UCITS ETF AUD acc	1.95%	Equity Australia Social/Environmental Climate Change	49
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	10
Amundi MSCI World Ex USA UCITS ETF Dist	0.05%	Equity World	121
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	257
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	756
UBS MSCI Australia UCITS ETF AUD acc	0.89%	Equity Australia	240
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	875
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,446
Amundi MSCI World Ex USA UCITS ETF Acc	0.05%	Equity World	631
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	101
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,658
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.06%	Equity World Social/Environmental	122
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	37
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	0.29%	Equity Asia Pacific	1,822
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	483
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	703
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	209
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	169
Franklin S&P World Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.00%	Equity World Social/Environmental	3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	23
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	0.52%	Equity Asia Pacific Social/Environmental	395
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	1,742
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,429
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.00%	Equity World Social/Environmental	27
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,841
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.00%	Equity World Social/Environmental	1,643
L&G Asia Pacific ex Japan Equity UCITS ETF	0.52%	Equity Asia Pacific Social/Environmental	666
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	16
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	487
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.01%	Equity World Social/Environmental Climate Change	117
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,328
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental Climate Change	37
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,755
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	101
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	87
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	16,183
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	109
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,852
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (C)	4.40%	Equity Asia Pacific Social/Environmental	234
Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR)	1.17%	Equity Asia Pacific Social/Environmental Climate Change	170
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	659
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	669
iShares MSCI World SRI UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	1,547
Xtrackers MSCI World ex USA UCITS ETF 1D	0.05%	Equity World	223
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF USD acc	1.03%	Equity Asia Pacific Social/Environmental Climate Change	1
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF Acc	0.77%	Equity Asia Pacific Social/Environmental	67
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.06%	Equity World Social/Environmental	60
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.06%	Equity World	391
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.03%	Equity World Social/Environmental	116
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	296
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	128
Xtrackers MSCI Pacific ex Japan Screened UCITS ETF 1D	0.59%	Equity Asia Pacific Social/Environmental	482
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,569
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.06%	Equity World Social/Environmental Climate Change	43
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	92
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	3,122
UBS MSCI World Selection UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.02%	Equity World Social/Environmental	56
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	21
iShares MSCI Australia UCITS ETF	0.89%	Equity Australia	501
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,131
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	125
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	47
First Trust Global Equity Income UCITS ETF Dist	0.04%	Equity World Fundamental/Quality	49
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	85
Xtrackers MSCI World ESG UCITS ETF 1D	0.04%	Equity World Social/Environmental	17
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Mid Cap	389
UBS MSCI Australia UCITS ETF hEUR acc	0.89%	Equity Australia	34
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,529
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,977
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	279
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental Climate Change	770
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,173
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.06%	Equity World Social/Environmental	269
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	110
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.00%	Equity World Social/Environmental	902
UBS MSCI World Selection UCITS ETF USD acc	0.03%	Equity World Social/Environmental	702
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	0.82%	Equity World Social/Environmental	45
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	6
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	4
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.06%	Equity World Social/Environmental Climate Change	425
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,010
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.06%	Equity World Social/Environmental	6,568
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,734
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	38,965
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,839
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.11%	Equity World Financials Social/Environmental	1,133
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	200
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,041
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.06%	Equity World	48
UBS MSCI Australia UCITS ETF hGBP acc	0.89%	Equity Australia	4
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	0.29%	Equity Asia Pacific	886
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.15%	Equity World Dividend	1,283
iShares MSCI Pacific ex-Japan ESG Enhanced CTB UCITS ETF USD (Acc)	1.17%	Equity Asia Pacific Social/Environmental	102
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.13%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	28,030
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental Climate Change	384
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,525
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.00%	Equity World Social/Environmental	20
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,180
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,149
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	240
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	97
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	0.56%	Equity Asia Pacific	155
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental Climate Change	208
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	105
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,551
Xtrackers MSCI World UCITS ETF 1C	0.06%	Equity World	18,831
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	531
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1,734
UBS MSCI Pacific ex Japan UCITS ETF USD dis	0.56%	Equity Asia Pacific	79
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
Xtrackers S&P/ASX 200 UCITS ETF 1D	0.68%	Equity Australia	61
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,000
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.05%	Equity World Social/Environmental Catholic principles	164
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	78
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,018
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.03%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,265
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	98
Xtrackers MSCI World Financials UCITS ETF 1C	0.09%	Equity World Financials	749
Xtrackers MSCI Pacific ex Japan Screened UCITS ETF 1C	0.59%	Equity Asia Pacific Social/Environmental	600
UBS MSCI Pacific ex Japan UCITS ETF USD acc	0.56%	Equity Asia Pacific	19
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.15%	Equity World Fundamental/Quality	61
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental Climate Change	327
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	50
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.05%	Equity World	2,885

Performance

Returns overview

YTD	+4.95%
1 month	+5.54%
3 months	+14.90%
6 months	+0.65%
1 year	+10.94%
3 years	+61.70%
5 years	+91.98%
Since inception (MAX)	+46.24%
2025	+9.08%
2024	+29.98%
2023	+7.92%
2022	+13.70%

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).