HSBC Holdings Plc

ISIN GB0005405286

WKN 923893

Market cap (in EUR)

233,471 m

Country

United Kingdom

Sector

Finance

Dividend yield

4.31%

Overview

Quote

Description

HSBC Holdings Plc engages in the provision of banking and financial services. It operates through the following business segments: Hong Kong, the United Kingdom (UK), Corporate and Institutional Banking (CIB), International Wealth and Premier Banking (IWPB), and Corporate Centre. The Hong Kong segment comprises retail banking and wealth and commercial banking of HSBC Hong Kong and Hang Seng Bank. The UK segment covers UK personal banking and commercial banking, including HSBC Innovation Bank. The CIB segment is formed from the integration of the commercial banking business outside the UK and Hong Kong with the global banking and markets business. The IWPB segment refers to premier banking outside of Hong Kong and the UK, the Private Bank, and wealth manufacturing businesses of asset management and insurance. The Corporate Centre segment is involved in central treasury, including balance sheet management, other legacy businesses, interests in associates and joint ventures, central stewardship costs, and the UK bank levy. The company was founded on January 1, 1959 and is headquartered in London, the United Kingdom.

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Finance Banking International Banks United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	233,471 m
EPS, EUR	1.08
P/B ratio	1.5
P/E ratio	12.8
Dividend yield	4.31%

Income statement (2025)

Revenue, EUR	122,735 m
Net income, EUR	18,715 m
Profit margin	15.25%

What ETF is HSBC Holdings Plc in?

There are 324 ETFs which contain HSBC Holdings Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of HSBC Holdings Plc is the Xtrackers MSCI UK ESG UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.29%	Equity World	857
Xtrackers Portfolio UCITS ETF 1C	0.29%	Equity World Multi-Asset Strategy	685
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	8.82%	Equity United Kingdom	180
iShares Core MSCI Europe UCITS ETF EUR (Acc)	2.11%	Equity Europe	14,552
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	38
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,105
Xtrackers MSCI World Value UCITS ETF 1C	1.14%	Equity World Value	3,772
UBS Core MSCI Europe UCITS ETF EUR dis	2.13%	Equity Europe	1,038
State Street SPDR MSCI World Financials UCITS ETF USD	2.14%	Equity World Financials	263
Xtrackers MSCI World ex USA UCITS ETF 1C	1.23%	Equity World	5,029
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	25
JPMorgan UK Equity Core UCITS ETF GBP (acc)	7.99%	Equity United Kingdom	442
UBS MSCI United Kingdom UCITS ETF hUSD acc	9.45%	Equity United Kingdom	504
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.40%	Equity World Social/Environmental Climate Change	7
iShares MSCI UK UCITS ETF (Acc)	9.34%	Equity United Kingdom	128
UBS Core MSCI World UCITS ETF USD dis	0.35%	Equity World	1,361
UBS MSCI World ex USA UCITS ETF USD acc	1.24%	Equity World	84
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	1.18%	Equity Europe Multi-Factor Strategy	569
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	36
VanEck European Equal Weight Screened UCITS ETF A	1.26%	Equity Europe Equal Weighted	82
iShares MSCI ACWI UCITS ETF USD (Dist)	0.32%	Equity World	3
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.34%	Equity World Social/Environmental	69
iShares Edge MSCI Europe Momentum Factor UCITS ETF	3.07%	Equity Europe Momentum	729
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	2.26%	Equity Europe Social/Environmental Climate Change	143
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	8.89%	Equity United Kingdom	2,828
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.29%	Equity World	480
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.52%	Equity World Multi-Factor Strategy	217
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	2.17%	Equity Europe Social/Environmental Climate Change	57
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.30%	Equity Europe Equal Weighted	361
Amundi Core Stoxx Europe 600 UCITS ETF Acc	1.97%	Equity Europe	16,803
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	2.38%	Equity Europe Social/Environmental	1,416
Amundi MSCI Europe UCITS ETF Acc	2.11%	Equity Europe	613
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	1.93%	Equity Europe	10
Amundi MSCI World ESG Selection UCITS ETF Acc	0.69%	Equity World Social/Environmental	1,713
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.30%	Equity World Multi-Factor Strategy	2
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.36%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	14
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	5.10%	Equity United Kingdom Social/Environmental Climate Change	54
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	368
Fidelity Global Quality Income UCITS ETF ACC-USD	0.56%	Equity World Dividend	14
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.33%	Equity World	67
iShares Core FTSE 100 UCITS ETF GBP (Acc)	8.82%	Equity United Kingdom	3,467
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.30%	Equity World	39
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	7.84%	Equity United Kingdom	378
Xtrackers MSCI World UCITS ETF 1D	0.35%	Equity World	4,244
Xtrackers MSCI World ESG UCITS ETF 1C	0.79%	Equity World Social/Environmental	4,926
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.37%	Equity World Social/Environmental	462
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	2.15%	Equity Europe Social/Environmental	120
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.38%	Equity Europe Low Volatility/Risk Weighted	808
UBS MSCI ACWI Universal UCITS ETF USD dis	0.43%	Equity World Social/Environmental	2,089
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.37%	Equity World	560
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.40%	Equity United Kingdom Multi-Factor Strategy	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.33%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.37%	Equity World Social/Environmental	88
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	1.12%	Equity World Value	273
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	207
iShares Core MSCI Europe UCITS ETF EUR (Dist)	2.11%	Equity Europe	10,488
Amundi MSCI Europe ESG Selection UCITS ETF Acc	4.29%	Equity Europe Social/Environmental	1,007
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.75%	Equity World Dividend	7,631
iShares STOXX Europe 600 Banks UCITS ETF (DE)	13.60%	Equity Europe Financials	3,517
iShares Core FTSE 100 UCITS ETF GBP (Dist)	8.82%	Equity United Kingdom	16,827
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	2.15%	Equity Europe Social/Environmental	2,790
Amundi Prime Europe UCITS ETF DR (D)	2.22%	Equity Europe	214
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	1.86%	Equity Europe Social/Environmental	130
Invesco Europe Enhanced Equity UCITS ETF Acc	2.00%	Equity Europe Multi-Factor Strategy	173
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	32
Xtrackers MSCI Europe ESG UCITS ETF 1C	5.31%	Equity Europe Social/Environmental	948
Amundi MSCI Europe Action UCITS ETF Dist	3.13%	Equity Europe Social/Environmental Climate Change	2,259
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.30%	Equity World Social/Environmental Climate Change	285
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	465
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	2.36%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	2.07%	Equity Europe	3,990
Xtrackers Portfolio Income UCITS ETF 1D	0.10%	Equity World Multi-Asset Strategy	58
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.31%	Equity World Social/Environmental	24
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	5.10%	Equity United Kingdom Social/Environmental Climate Change	11
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.13%	Equity World Multi-Asset Strategy	941
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc)	2.10%	Equity Europe	161
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.23%	Equity World Social/Environmental Climate Change	234
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	2.52%	Equity World Financials Social/Environmental	74
Amundi Prime Global UCITS ETF Acc	0.37%	Equity World	1,452
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.37%	Equity World	12,187
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	2.31%	Equity Europe Social/Environmental Climate Change	853
L&G Global Equity UCITS ETF	0.37%	Equity World Social/Environmental	977
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.75%	Equity World Dividend	1,903
Invesco MSCI World Universal Screened UCITS ETF Acc	0.50%	Equity World Social/Environmental	208
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,297
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.43%	Equity World Social/Environmental	32
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	8.82%	Equity United Kingdom	52
UBS Core MSCI World UCITS ETF hGBP dis	0.35%	Equity World	89
Xtrackers MSCI UK ESG UCITS ETF 1D	18.85%	Equity United Kingdom Social/Environmental	676
JPMorgan UK Equity Core UCITS ETF GBP (dist)	7.99%	Equity United Kingdom	109
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.43%	Equity World Social/Environmental	1,353
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	70
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.33%	Equity World Social/Environmental	172
Xtrackers MSCI World Momentum ESG UCITS ETF	2.57%	Equity World Momentum	214
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.75%	Equity Europe Social/Environmental Climate Change	2
UBS Core MSCI World UCITS ETF hEUR acc	0.29%	Equity World	406
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	2.26%	Equity Europe Social/Environmental Climate Change	32
UBS MSCI World Selection UCITS ETF hEUR dis	0.69%	Equity World Social/Environmental	278
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.79%	Equity World Social/Environmental	880
UBS MSCI World Selection UCITS ETF hCHF acc	0.69%	Equity World Social/Environmental	262
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.35%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity World Social/Environmental	199
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	1.97%	Equity Europe	116
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.36%	Equity World	952
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	9.45%	Equity United Kingdom	104
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.35%	Equity World Social/Environmental	412
iShares Edge MSCI World Value Factor UCITS ETF	1.12%	Equity World Value	4,993
Amundi Core MSCI World UCITS ETF Acc	0.35%	Equity World	12,119
HSBC MSCI Europe UCITS ETF EUR (Acc)	2.14%	Equity Europe	89
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.31%	Equity World Social/Environmental	4,935
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.79%	Equity World Financials Social/Environmental	155
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.61%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.97%	Equity World Social/Environmental Climate Change	40
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.67%	Equity World Momentum	3,384
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.08%	Equity World Multi-Asset Strategy	727
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.45%	Equity United Kingdom Social/Environmental Climate Change	7
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.35%	Equity World	376
UBS Core MSCI Europe UCITS ETF hEUR acc	2.13%	Equity Europe	124
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	2.09%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.36%	Equity World	109,651
Xtrackers Stoxx Europe 600 UCITS ETF 1D	1.93%	Equity Europe	943
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.61%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	78
Amundi Core MSCI Europe UCITS ETF Dist	2.07%	Equity Europe	670
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.36%	Equity World	657
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.35%	Equity World	47
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.33%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.31%	Equity World	19,334
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.71%	Equity United Kingdom Social/Environmental Climate Change	9
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.28%	Equity World	8,293
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.20%	Equity World Social/Environmental	363
Xtrackers MSCI World Momentum UCITS ETF 1C	0.67%	Equity World Momentum	1,569
UBS Core MSCI Europe UCITS ETF hCHF acc	2.13%	Equity Europe	117
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental Climate Change	305
Fidelity Global Quality Income UCITS ETF INC-USD	0.56%	Equity World Dividend	688
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	2.10%	Equity Europe Social/Environmental Climate Change	8
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.36%	Equity World Multi-Factor Strategy	211
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.59%	Equity World	32
Vanguard FTSE Developed Europe UCITS ETF Distributing	2.05%	Equity Europe	4,308
Amundi MSCI World Ex USA UCITS ETF Dist	1.23%	Equity World	114
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Social/Environmental Climate Change	2
L&G UK Equity UCITS ETF GBP Acc	9.70%	Equity United Kingdom Social/Environmental	185
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.28%	Equity World Social/Environmental	214
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.28%	Equity World Social/Environmental	905
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	8.72%	Equity Europe Financials	1,262
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.23%	Equity Europe Equal Weighted	195
Invesco MSCI Europe Universal Screened UCITS ETF Acc	2.80%	Equity Europe Social/Environmental	203
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	2.17%	Equity Europe Social/Environmental Climate Change	21
Amundi MSCI World Screened UCITS ETF Acc	0.39%	Equity World Social/Environmental	1,152
Amundi MSCI World Ex USA UCITS ETF Acc	1.23%	Equity World	545
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	92
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	4.82%	Equity Europe Social/Environmental Climate Change	239
UBS Core MSCI World UCITS ETF USD acc	0.35%	Equity World	7,237
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.25%	Equity World Social/Environmental Climate Change	40
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.30%	Equity World Social/Environmental Climate Change	323
HSBC UK Screened Equity UCITS ETF GBP	0.45%	Equity United Kingdom Social/Environmental Climate Change	30
iShares Core MSCI World UCITS ETF USD (Dist)	0.36%	Equity World	472
Xtrackers FTSE 100 UCITS ETF 1C	8.87%	Equity United Kingdom	98
Invesco FTSE RAFI All World 3000 UCITS ETF	0.40%	Equity World Fundamental/Quality	185
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	140
Xtrackers MSCI Europe ESG UCITS ETF 1D	5.31%	Equity Europe Social/Environmental	32
Franklin S&P World Screened UCITS ETF Acc	0.49%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.33%	Equity World Social/Environmental	2
Invesco Global Buyback Achievers UCITS ETF	5.70%	Equity World Buyback	131
WisdomTree Europe Equity Income UCITS ETF Acc	4.64%	Equity Europe Dividend	33
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.30%	Equity World	16
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	2.13%	Equity Europe Social/Environmental Climate Change	99
Xtrackers STOXX Europe 600 UCITS ETF 1C	1.93%	Equity Europe	3,532
Amundi Prime All Country World UCITS ETF Acc	0.32%	Equity World	1,199
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.37%	Equity World Social/Environmental	22
UBS MSCI World UCITS ETF USD dis	0.36%	Equity World	1,316
Vanguard FTSE Developed World UCITS ETF Acc	0.29%	Equity World	5,020
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.37%	Equity World Social/Environmental	1,562
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.30%	Equity World Social/Environmental Climate Change	16
WisdomTree Europe Equity Income UCITS ETF	4.64%	Equity Europe Dividend	133
UBS MSCI United Kingdom UCITS ETF hEUR acc	8.25%	Equity United Kingdom	406
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.29%	Equity World Social/Environmental	457
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.38%	Equity World Social/Environmental Climate Change	106
State Street Global Screened Enhanced Equity Fund UCITS ETF	1.81%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.27%	Equity World	4,454
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	2.45%	Equity Europe Social/Environmental Climate Change	635
UBS MSCI United Kingdom UCITS ETF GBP acc	9.45%	Equity United Kingdom	2,600
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.69%	Equity World Social/Environmental	82
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.36%	Equity World	14,555
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	163
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	8.89%	Equity United Kingdom	4,943
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.27%	Equity World	87
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	5.61%	Equity Europe Social/Environmental	218
Amundi MSCI Europe Screened UCITS ETF (Acc)	2.36%	Equity Europe Social/Environmental	526
UBS MSCI United Kingdom UCITS ETF hCHF acc	9.45%	Equity United Kingdom	235
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	2.10%	Equity Europe Social/Environmental Climate Change	8
Fidelity Europe Quality Income UCITS ETF ACC-GBP (hedged)	3.13%	Equity Europe Dividend	2
Vanguard FTSE Developed World UCITS ETF Distributing	0.34%	Equity World	3,526
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.56%	Equity World Dividend	21
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	3.07%	Equity Europe Momentum	45
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.43%	Equity World Social/Environmental	634
iShares UK Dividend UCITS ETF	4.77%	Equity United Kingdom Dividend	1,360
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.90%	Equity World Technology Blockchain	42
Xtrackers MSCI World ex USA UCITS ETF 1D	1.23%	Equity World	217
UBS MSCI United Kingdom UCITS ETF GBP dis	9.45%	Equity United Kingdom	61
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.35%	Equity World	354
Xtrackers MSCI Europe Screened UCITS ETF 1C	2.22%	Equity Europe Social/Environmental	77
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.36%	Equity World	258
Xtrackers MSCI World Screened UCITS ETF 1D	0.38%	Equity World Social/Environmental	115
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.34%	Equity World Social/Environmental	5,085
Invesco FTSE All-World UCITS ETF Acc	0.30%	Equity World	2,462
Xtrackers MSCI Europe Value UCITS ETF 1C	3.04%	Equity Europe Value	228
UBS MSCI World Selection UCITS ETF hEUR acc	0.69%	Equity World Social/Environmental	41
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.38%	Equity Europe Low Volatility/Risk Weighted	27
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.37%	Equity World Social/Environmental Climate Change	19
iShares MSCI World Screened UCITS ETF USD (Dist)	0.32%	Equity World Social/Environmental	998
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	115
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	43
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.95%	Equity Europe Social/Environmental Multi-Asset Strategy	524
HSBC MSCI World UCITS ETF CHF hedged	0.37%	Equity World	74
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.26%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.79%	Equity World Social/Environmental	188
iShares STOXX Europe 50 UCITS ETF	4.07%	Equity Europe	575
iShares MSCI World Screened UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	4,454
Amundi Core MSCI World UCITS ETF USD Dist	0.35%	Equity World	1,362
Amundi UK Equity All Cap UCITS ETF Dist	8.40%	Equity United Kingdom	791
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.43%	Equity World Social/Environmental	273
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.34%	Equity World Social/Environmental	222
iShares Core MSCI Europe UCITS ETF EUR (Acc)	2.11%	Equity Europe	1,424
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	1.97%	Equity Europe	51
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	1.18%	Equity Europe Multi-Factor Strategy	180
UBS MSCI United Kingdom UCITS ETF hEUR dis	9.45%	Equity United Kingdom	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.43%	Equity World Social/Environmental	99
HSBC MSCI Europe UCITS ETF EUR	2.14%	Equity Europe	329
UBS FTSE 100 UCITS ETF GBP dis	8.91%	Equity United Kingdom	93
L&G Global Brands UCITS ETF USD Acc	1.16%	Equity World Fundamental/Quality Moat	44
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.37%	Equity World Social/Environmental	831
UBS MSCI World Selection UCITS ETF USD acc	0.69%	Equity World Social/Environmental	642
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.30%	Equity World Social/Environmental Climate Change	1
Amundi Prime Europe UCITS ETF DR (C)	2.22%	Equity Europe	179
Xtrackers MSCI World Value ESG UCITS ETF 1C	1.74%	Equity World Value	315
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	1.50%	Equity Europe Social/Environmental Climate Change	35
Fidelity Europe Quality Income UCITS ETF ACC-Euro	3.13%	Equity Europe Dividend	29
iShares MSCI World UCITS ETF (Dist)	0.36%	Equity World	7,218
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.71%	Equity United Kingdom Social/Environmental Climate Change	879
VanEck World Equal Weight Screened UCITS ETF A	0.50%	Equity World Equal Weighted	1,186
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.56%	Equity World Dividend	38
WisdomTree Global Value UCITS ETF USD (Acc)	0.37%	Equity World Value	2
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.36%	Equity World	1,549
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	2.20%	Equity Europe Social/Environmental	67
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	4.29%	Equity Europe Social/Environmental	78
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.31%	Equity World	31,056
HSBC Europe Screened Equity UCITS ETF EUR	0.75%	Equity Europe Social/Environmental Climate Change	21
HSBC MSCI World UCITS ETF USD (Acc)	0.37%	Equity World	1,522
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	2.52%	Equity World Financials Social/Environmental	604
State Street SPDR MSCI Europe Financials UCITS ETF EUR	8.76%	Equity Europe Financials	725
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.24%	Equity World Multi-Factor Strategy	171
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.28%	Equity World Social/Environmental	3,753
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.35%	Equity World	43
UBS MSCI United Kingdom UCITS ETF hUSD dis	9.45%	Equity United Kingdom	12
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.44%	Equity World Social/Environmental	434
Invesco Global Enhanced Equity UCITS ETF Acc	0.30%	Equity World Multi-Factor Strategy	418
Invesco FTSE RAFI Europe UCITS ETF Dist	1.90%	Equity Europe Fundamental/Quality	29
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.34%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	2.70%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.35%	Equity World	41
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.50%	Equity World Social/Environmental Multi-Asset Strategy	38
iShares Edge MSCI Europe Value Factor UCITS ETF	3.02%	Equity Europe Value	2,396
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental Climate Change	57
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	2.17%	Equity Europe Social/Environmental Climate Change	2,331
iShares MSCI ACWI UCITS ETF USD (Acc)	0.32%	Equity World	22,794
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	2.44%	Equity Europe Social/Environmental	4,680
Fidelity Europe Quality Income UCITS ETF INC-Euro	3.13%	Equity Europe Dividend	27
Xtrackers FTSE 100 UCITS ETF Income 1D	8.87%	Equity United Kingdom	96
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.23%	Equity World Multi-Factor Strategy	373
State Street Europe Screened Enhanced Equity Fund UCITS ETF	1.81%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.33%	Equity World	1,077
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.33%	Equity World Social/Environmental	16
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	2.13%	Equity Europe	263
HSBC FTSE 100 UCITS ETF GBP	8.93%	Equity United Kingdom	866
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.24%	Equity World Multi-Factor Strategy	990
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.34%	Equity World	4,559
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	2.25%	Equity Europe Social/Environmental Climate Change	15
Invesco FTSE All-World UCITS ETF Dist	0.30%	Equity World	202
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	93
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.56%	Equity World Dividend	55
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	12.24%	Equity Europe Financials Social/Environmental	133
Xtrackers MSCI Europe UCITS ETF 1D	2.13%	Equity Europe	122
VanEck Multi-Asset Growth Allocation UCITS ETF	0.60%	Equity World Social/Environmental Multi-Asset Strategy	31
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	7.84%	Equity United Kingdom	437
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	2.69%	Equity Europe Social/Environmental Climate Change	31
Amundi Prime Global UCITS ETF Dist	0.37%	Equity World	1,144
Xtrackers MSCI World UCITS ETF 1C	0.35%	Equity World	16,443
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.30%	Equity World Multi-Factor Strategy	7
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	2.16%	Equity Europe Social/Environmental	2,141
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.35%	Equity World Social/Environmental Multi-Asset Strategy	48
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.30%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.30%	Equity World	465
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1,388
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.40%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.23%	Equity World Social/Environmental Climate Change	967
UBS Core MSCI Europe UCITS ETF EUR acc	2.13%	Equity Europe	205
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	2.08%	Equity Europe Social/Environmental Climate Change	38
Amundi Prime All Country World UCITS ETF Dist	0.32%	Equity World	3,161
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	33
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	2.05%	Equity Europe	2,299
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	2.44%	Equity Europe Social/Environmental	417
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.43%	Equity World Social/Environmental	1,169
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.38%	Equity World Social/Environmental	83
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.44%	Equity World Social/Environmental	14
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	5.71%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	2.13%	Equity Europe	7,135
State Street SPDR MSCI Europe UCITS ETF EUR	2.13%	Equity Europe	379
Xtrackers MSCI World Financials UCITS ETF 1C	2.12%	Equity World Financials	748
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	2.72%	Equity Europe Value	90
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	2.16%	Equity Europe Social/Environmental	4,243
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.30%	Equity World	32
HSBC Developed World Screened Equity UCITS ETF USD	0.19%	Equity World Social/Environmental Climate Change	248
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.71%	Equity United Kingdom Social/Environmental Climate Change	107
iShares MSCI World ex-USA UCITS ETF USD (Acc)	1.23%	Equity World	2,488

Performance

Returns overview

YTD	-2.62%
1 month	-12.00%
3 months	-1.46%
6 months	+11.10%
1 year	+28.46%
3 years	+105.90%
5 years	+170.82%
Since inception (MAX)	+85.35%
2025	+50.77%
2024	+20.80%
2023	+26.26%
2022	+14.99%

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).