Groupe Bruxelles Lambert

ISIN BE0003797140

WKN 873222

Market cap (in EUR)

10,624 m

Country

Belgium

Sector

Finance

Dividend yield

4.38%

Overview

Quote

Description

Groupe Bruxelles Lambert SA is a holding company, which invests, reinvests, owns, manages, and trades shares in companies. It operates through the following segments: Holding, Imerys, Webhelp, Canyon, Affidea, Sanoptis, and GBL Capital and Sienna Investment Managers. The Holding segment manages investments, non-consolidated operating companies, and associates. The Imerys segment holds positions in performance materials, and high temperature and solutions business lines. The Webhelp segment specializes in customer experience and business process outsourcing. The Canyon segment consisting online Direct-to-Consumer (“DTC”) sales of premium bicycles, as well as the dedicated investment vehicle, GfG Capital Sàrl. The Affidea segment provider of advanced diagnostics and outpatient services, and the dedicated investment vehicles to Celeste Capital Sàrl. The Sanoptis segment provides services including surgeries and diagnostics, and the dedicated investment vehicles to Sofia Capital Sàrl. The Webhelp segment GBL Capital and Sienna Investment Managers including s investment’s activity, which includes investments in alternative funds and direct co-investments in private equity, as well as, under consolidated operating activities, the operating subsidiaries of AMB III. The company was founded on January 4, 1902 and is headquartered in Brussels, Belgium.

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Finance Investment Services Belgium

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Financials

Key metrics

Market capitalisation, EUR	10,624 m
EPS, EUR	-
P/B ratio	0.8
P/E ratio	75.5
Dividend yield	4.38%

Income statement (2025)

Revenue, EUR	6,695 m
Net income, EUR	-321 m
Profit margin	-4.79%

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What ETF is Groupe Bruxelles Lambert in?

There are 264 ETFs which contain Groupe Bruxelles Lambert. All of these ETFs are listed in the table below. The ETF with the largest weighting of Groupe Bruxelles Lambert is the Amundi BEL 20 UCITS ETF Dist.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.02%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	989
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	742
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.05%	Equity Europe	15,184
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,259
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	44
Amundi MSCI EMU ESG Broad Transition UCITS ETF Acc	0.05%	Equity Europe Social/Environmental Climate Change	1,225
Xtrackers MSCI World Value UCITS ETF 1C	0.02%	Equity World Value	4,495
State Street SPDR EURO STOXX Low Volatility UCITS ETF EUR	1.11%	Equity Europe Low Volatility/Risk Weighted	30
Xtrackers MSCI Europe High Dividend Yield ESG UCITS ETF 1D	0.52%	Equity Europe Dividend	35
iShares EURO STOXX Mid UCITS ETF	0.84%	Equity Europe Mid Cap	504
UBS Core MSCI Europe UCITS ETF EUR dis	0.06%	Equity Europe	1,262
State Street SPDR MSCI World Financials UCITS ETF USD	0.07%	Equity World Financials	253
Xtrackers MSCI World ex USA UCITS ETF 1C	0.03%	Equity World	5,605
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,863
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.10%	Equity Europe Social/Environmental Climate Change	5
UBS MSCI World ex USA UCITS ETF USD acc	0.04%	Equity World	136
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	24
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	11
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	451
UBS MSCI EMU Climate Paris Aligned UCITS ETF EUR acc	0.25%	Equity Europe Social/Environmental Climate Change	5
L&G Global Quality Dividends UCITS ETF USD Acc	0.15%	Equity World Dividend	25
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	89
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	532
iShares World Equity High Income UCITS ETF USD (Dist)	0.28%	Equity World Social/Environmental	372
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.12%	Equity Europe Social/Environmental Climate Change	173
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	629
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.03%	Equity Europe Social/Environmental Climate Change	60
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.25%	Equity Europe Equal Weighted	200
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.04%	Equity Europe	19,220
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.06%	Equity Europe Social/Environmental	1,731
Ossiam Bloomberg Eurozone PAB NR UCITS ETF 1C (EUR)	0.29%	Equity Europe Social/Environmental Climate Change	257
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.07%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.05%	Equity Europe	598
UBS Core MSCI EMU UCITS ETF hUSD acc	0.11%	Equity Europe	1,176
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.11%	Equity Europe Social/Environmental	533
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	89
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	51
UBS Factor MSCI EMU Low Volatility UCITS ETF EUR dis	2.17%	Equity Europe Low Volatility/Risk Weighted	9
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.10%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	1.03%	Equity Europe Low Volatility/Risk Weighted	854
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,297
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	730
iShares MSCI Europe Mid Cap UCITS ETF	0.31%	Equity Europe Mid Cap	24
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.03%	Equity World Value	381
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	224
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.06%	Equity Europe	10,420
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.07%	Equity Europe Social/Environmental	118
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	8,333
Amundi Prime Europe UCITS ETF DR (D)	0.05%	Equity Europe	241
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	36
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.09%	Equity World Dividend	29
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.04%	Equity World Dividend	3
Amundi Core MSCI EMU UCITS ETF Dist	0.10%	Equity Europe	629
iShares MSCI EMU UCITS ETF GBP Hedged (Dist)	0.10%	Equity Europe	301
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	455
Amundi Core MSCI Europe UCITS ETF Acc	0.06%	Equity Europe	4,043
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	7
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	61
iShares Core MSCI EMU UCITS ETF EUR (Dist)	0.10%	Equity Europe	499
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,106
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	180
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.05%	Equity World Financials Social/Environmental	26
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	2,011
Xtrackers MSCI EMU High Dividend Yield ESG UCITS ETF 1D	1.02%	Equity Europe Dividend	21
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	26
Xtrackers MSCI EMU UCITS ETF 1D	0.10%	Equity Europe	1,975
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,366
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	0.82%	Equity Europe Dividend	298
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	0.88%	Equity Europe Social/Environmental Climate Change	428
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,278
Xtrackers S&P Europe ex UK UCITS ETF	0.07%	Equity Europe	257
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	2,301
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.10%	Equity Europe Social/Environmental Climate Change	437
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	54
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	104
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,457
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	81
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	0.28%	Equity Europe Social/Environmental Climate Change	666
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	816
iShares Core MSCI EMU UCITS ETF EUR (Acc)	0.10%	Equity Europe	6,020
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.09%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.12%	Equity Europe Social/Environmental Climate Change	28
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	18
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.04%	Equity Europe	131
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	1,118
iShares Edge MSCI World Value Factor UCITS ETF	0.03%	Equity World Value	6,355
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	13,688
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.06%	Equity Europe	100
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.02%	Equity World Financials Social/Environmental	119
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	7
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	52
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	843
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Acc)	0.28%	Equity Europe Social/Environmental Climate Change	1,498
UBS MSCI EMU Value UCITS ETF EUR dis	0.21%	Equity Europe Value	317
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.13%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.06%	Equity Europe	132
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	119,715
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Dist)	0.18%	Equity Europe Social/Environmental Climate Change	1
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.07%	Equity Europe	1,121
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	5
UBS MSCI EMU Universal UCITS ETF EUR acc	0.10%	Equity Europe Social/Environmental Climate Change	232
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	94
Amundi Core MSCI Europe UCITS ETF Dist	0.06%	Equity Europe	468
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	755
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	64
L&G Global Quality Dividends UCITS ETF USD Dist	0.15%	Equity World Dividend	160
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	21,734
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	12,654
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.09%	Equity World Social/Environmental	417
UBS Core MSCI Europe UCITS ETF hCHF acc	0.06%	Equity Europe	130
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	8
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.05%	Equity Europe	4,485
Amundi MSCI World Ex USA UCITS ETF Dist	0.03%	Equity World	122
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	3
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.24%	Equity Europe Financials	1,421
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	191
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	926
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.03%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	1,531
Amundi MSCI World Ex USA UCITS ETF Acc	0.03%	Equity World	637
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	109
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	9,182
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	727
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	157
Invesco Global Buyback Achievers UCITS ETF	0.25%	Equity World Buyback	136
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	23
Amundi MSCI EMU Climate Paris Aligned UCITS ETF Acc	0.19%	Equity Europe Social/Environmental Climate Change	264
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.31%	Equity Europe Mid Cap	521
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.10%	Equity Europe Social/Environmental Climate Change	91
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.07%	Equity Europe	4,058
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	1,895
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,446
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,319
Amundi BEL 20 UCITS ETF Dist	4.61%	Equity Belgium	69
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	119
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.19%	Equity World Social/Environmental	3
UBS Core MSCI EMU UCITS ETF EUR dis	0.11%	Equity Europe	1,838
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	5,489
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.01%	Equity World Social/Environmental Catholic principles	105
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.03%	Equity Europe Social/Environmental Climate Change	575
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	16,068
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.07%	Equity Europe	3,253
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.25%	Equity Europe Equal Weighted	57
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	126
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.19%	Equity World Multi-Factor Strategy	6
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.06%	Equity Europe Social/Environmental	593
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Acc)	0.04%	Equity Europe Social/Environmental	3,314
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,977
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc)	0.10%	Equity Europe	770
iShares MSCI EMU Screened UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental	1,453
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	685
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.10%	Equity Europe Social/Environmental Climate Change	6
Xtrackers MSCI World ex USA UCITS ETF 1D	0.03%	Equity World	225
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.06%	Equity Europe Social/Environmental	82
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	294
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	131
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	146
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,847
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	3,218
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	1.03%	Equity Europe Low Volatility/Risk Weighted	23
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
UBS Core MSCI EMU UCITS ETF hCHF acc	0.11%	Equity Europe	810
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,115
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.07%	Equity Europe	200
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	53
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	87
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	16
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	389
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,092
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,555
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	283
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,614
Xtrackers MSCI EMU UCITS ETF 3C CHF hedged	0.10%	Equity Europe	109
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.06%	Equity Europe	1,203
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.04%	Equity Europe	54
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	113
HSBC MSCI Europe UCITS ETF EUR	0.06%	Equity Europe	340
L&G Europe ex UK Equity UCITS ETF	0.07%	Equity Europe Social/Environmental	952
Amundi Prime Eurozone UCITS ETF DR (D)	0.10%	Equity Europe	78
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.05%	Equity Europe	213
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,907
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.05%	Equity Europe Social/Environmental Climate Change	159
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,720
Xtrackers MSCI EMU UCITS ETF 1C - USD Hedged	0.10%	Equity Europe	323
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.33%	Equity Europe Social/Environmental	71
UBS Core MSCI EMU UCITS ETF hGBP dis	0.11%	Equity Europe	76
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	40,030
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,872
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.05%	Equity World Financials Social/Environmental	1,205
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	1.21%	Equity Europe Financials	96
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.24%	Equity Europe Financials	705
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	199
Amundi Core MSCI EMU UCITS ETF Acc	0.10%	Equity Europe	471
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	0.10%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	55
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.03%	Equity Europe Social/Environmental Climate Change	2,333
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	28,098
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.07%	Equity Europe Social/Environmental	4,704
Invesco EURO STOXX High Dividend Low Volatility UCITS ETF	2.19%	Equity Europe Dividend	474
State Street SPDR MSCI EMU UCITS ETF EUR	0.10%	Equity Europe	347
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.19%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,522
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-UKdis	0.11%	Equity Europe	92
iShares MSCI EMU Mid Cap UCITS ETF	0.60%	Equity Europe Mid Cap	554
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.05%	Equity Europe	270
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,203
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,123
iShares Edge MSCI Europe Size Factor UCITS ETF	0.46%	Equity Europe Mid Cap	33
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	242
iShares MSCI Europe ex-UK UCITS ETF	0.07%	Equity Europe	1,425
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	98
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Acc)	0.18%	Equity Europe Social/Environmental Climate Change	4
Xtrackers MSCI Europe UCITS ETF 1D	0.05%	Equity Europe	128
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.04%	Equity World Dividend	123
Xtrackers MSCI EMU Screened UCITS ETF 1D	0.11%	Equity Europe Social/Environmental	12
UBS MSCI EMU Select Factor Mix UCITS ETF EUR acc	0.45%	Equity Europe Multi-Factor Strategy	16
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	33
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,553
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.03%	Equity Europe Social/Environmental	2,303
iShares World Equity High Income UCITS ETF USD (Acc)	0.28%	Equity World Social/Environmental	15
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.07%	Equity Europe Social/Environmental	36
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	527
Xtrackers EMU Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	9
Amundi MSCI EMU Value Factor UCITS ETF Dist	0.21%	Equity Europe Value	238
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1,730
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core MSCI EMU UCITS ETF hUSD dis	0.11%	Equity Europe	19
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	968
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.13%	Equity Europe Social/Environmental Climate Change	40
UBS Core MSCI Europe UCITS ETF EUR acc	0.06%	Equity Europe	311
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.02%	Equity World Social/Environmental Catholic principles	161
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	80
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,304
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.05%	Equity Europe	2,849
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.07%	Equity Europe Social/Environmental	479
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.02%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	96
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,285
Xtrackers MSCI Europe UCITS ETF 1C	0.05%	Equity Europe	7,786
Xtrackers MSCI EMU UCITS ETF 2C - GBP Hedged	0.10%	Equity Europe	26
State Street SPDR MSCI Europe UCITS ETF EUR	0.06%	Equity Europe	405
Xtrackers MSCI World Financials UCITS ETF 1C	0.06%	Equity World Financials	757
iShares MSCI EMU USD Hedged UCITS ETF (Acc)	0.10%	Equity Europe	241
UBS Core MSCI EMU UCITS ETF hGBP acc	0.11%	Equity Europe	37
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,680
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	57
UBS Core MSCI EMU UCITS ETF EUR acc	0.11%	Equity Europe	4,123
iShares MSCI EMU CHF Hedged UCITS ETF (Acc)	0.10%	Equity Europe	184
Amundi Prime Eurozone UCITS ETF DR (C)	0.10%	Equity Europe	97
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.07%	Equity Europe	1,359
UBS MSCI EMU Value UCITS ETF EUR acc	0.21%	Equity Europe Value	86
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.03%	Equity World	2,864

Performance

Returns overview

YTD	+4.33%
1 month	-1.06%
3 months	-3.69%
6 months	+6.81%
1 year	+13.60%
3 years	+10.29%
5 years	-13.78%
Since inception (MAX)	+26.50%
2025	+22.22%
2024	-12.28%
2023	-7.44%
2022	-19.08%

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).