HSBC Holdings Plc

ISIN GB0005405286

WKN 923893

Market cap (in EUR)

217,348 m

Country

United Kingdom

Sector

Finance

Dividend yield

4.53%

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Description

HSBC Holdings Plc engages in the provision of banking and financial services. It operates through the following business segments: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, Global Private Banking, and Corporate Centre. The Retail Banking and Wealth Management segment consists of retail banking, wealth management, asset management, and insurance. The Commercial Banking segment offers banking products and services. The Global Banking and Markets segment includes transaction banking, financing, advisory, capital markets, and risk management services. The Global Private Banking offers transaction banking, financing, advisory, capital markets and risk management services to high-net-worth individuals and families. 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	217,348 m
EPS, EUR	0.86
P/B ratio	1.4
P/E ratio	15.4
Dividend yield	4.53%

Income statement (2024)

Revenue, EUR	137,761 m
Net income, EUR	21,190 m
Profit margin	15.38%

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What ETF is HSBC Holdings Plc in?

There are 306 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 Core MSCI Europe UCITS ETF CHF Hedged (Acc)	1.77%	Equity Europe	27
UBS Core MSCI World UCITS ETF hCHF acc	0.29%	Equity World	654
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	7.36%	Equity United Kingdom	188
iShares STOXX Europe Large 200 UCITS ETF (DE)	2.02%	Equity Europe Large Cap	121
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.76%	Equity Europe	13,100
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	631
Xtrackers MSCI World Value UCITS ETF 1C 1C	1.24%	Equity World Value	2,578
UBS Core MSCI Europe UCITS ETF EUR dis	1.77%	Equity Europe	757
SPDR MSCI World Financials UCITS ETF	1.67%	Equity World Financials	288
Xtrackers MSCI World ex USA UCITS ETF 1C	1.03%	Equity World	3,683
JPMorgan UK Equity Core UCITS ETF GBP (acc)	6.49%	Equity United Kingdom	376
UBS MSCI United Kingdom UCITS ETF hUSD acc	7.81%	Equity United Kingdom	831
iShares MSCI UK UCITS ETF (Acc)	7.77%	Equity United Kingdom	119
Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C 1C	2.20%	Equity Europe Social/Environmental	9
AXA IM ACT Biodiversity Equity UCITS ETF EUR Hedged Acc	1.21%	Equity World Social/Environmental	143
UBS Core MSCI World UCITS ETF USD dis	0.29%	Equity World	1,156
UBS MSCI World ex USA UCITS ETF USD acc	1.03%	Equity World	54
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.97%	Equity Europe Multi-Factor Strategy	459
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	22
VanEck European Equal Weight Screened UCITS ETF A	1.03%	Equity Europe Equal Weighted	75
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.29%	Equity World Social/Environmental	53
Deka MSCI World Climate Change ESG UCITS ETF	0.26%	Equity World Social/Environmental Climate Change	1,461
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	1.82%	Equity Europe Social/Environmental Climate Change	70
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	7.36%	Equity United Kingdom	2,284
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	1.12%	Equity World Multi-Factor Strategy	228
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	1.86%	Equity Europe Social/Environmental Climate Change	69
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.25%	Equity Europe Equal Weighted	327
Amundi Core Stoxx Europe 600 UCITS ETF Acc	1.67%	Equity Europe	14,405
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	2.00%	Equity Europe Social/Environmental	1,339
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.27%	Equity World	-
Amundi MSCI Europe UCITS ETF Acc	1.79%	Equity Europe	739
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	1.77%	Equity Europe	11
Amundi MSCI World ESG Selection UCITS ETF Acc	0.63%	Equity World Social/Environmental	1,673
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	3.91%	Equity United Kingdom Social/Environmental Climate Change	54
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	332
Fidelity Global Quality Income UCITS ETF ACC-USD	0.44%	Equity World Dividend	11
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.27%	Equity World	64
iShares Core FTSE 100 UCITS ETF GBP (Acc)	7.36%	Equity United Kingdom	2,996
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.26%	Equity World	27
SPDR FTSE UK All Share UCITS ETF	6.48%	Equity United Kingdom	131
Xtrackers MSCI World UCITS ETF 1D	0.30%	Equity World	4,485
Xtrackers MSCI World ESG UCITS ETF 1C	0.64%	Equity World Social/Environmental	6,011
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.26%	Equity World Social/Environmental	424
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	1.63%	Equity Europe Social/Environmental	127
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.30%	Equity Europe Low Volatility/Risk Weighted	783
UBS MSCI ACWI Universal UCITS ETF USD dis	0.36%	Equity World Social/Environmental	1,934
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.01%	Equity World Social/Environmental Climate Change	302
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.30%	Equity World	684
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.46%	Equity United Kingdom Multi-Factor Strategy	9
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.24%	Equity World Social/Environmental	3
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.26%	Equity World Social/Environmental	319
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	1.22%	Equity World Value	165
iShares Core MSCI Europe UCITS ETF EUR (Dist)	1.77%	Equity Europe	10,184
Amundi MSCI Europe ESG Selection UCITS ETF Acc	3.50%	Equity Europe Social/Environmental	1,042
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.64%	Equity World Dividend	6,172
iShares STOXX Europe 600 Banks UCITS ETF (DE)	12.61%	Equity Europe Financials	3,212
iShares Core FTSE 100 UCITS ETF GBP (Dist)	7.36%	Equity United Kingdom	15,651
BNP Paribas Easy ESG Enhanced Europe UCITS ETF Acc	1.86%	Equity Europe Social/Environmental	160
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	1.63%	Equity Europe Social/Environmental	2,715
Amundi Prime Europe UCITS ETF DR (D)	1.85%	Equity Europe	144
iShares STOXX Europe 50 UCITS ETF (DE)	3.47%	Equity Europe	138
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.86%	Equity Europe Social/Environmental	128
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	29
Xtrackers MSCI Europe ESG UCITS ETF 1C	4.05%	Equity Europe Social/Environmental	1,353
Amundi MSCI Europe Action UCITS ETF Dist	2.77%	Equity Europe Social/Environmental Climate Change	779
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental Climate Change	324
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	494
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	1.91%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	1.79%	Equity Europe	3,562
Deka STOXX Europe 50® UCITS ETF	3.46%	Equity Europe	130
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	3.91%	Equity United Kingdom Social/Environmental Climate Change	11
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	1.66%	Equity Europe	803
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	0.21%	Equity World Value	237
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.22%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.99%	Equity World Financials Social/Environmental	2
Amundi Prime Global UCITS ETF Acc	0.30%	Equity World	820
iShares STOXX Europe 600 UCITS ETF (DE)	1.66%	Equity Europe	8,613
HSBC MSCI World UCITS ETF USD	0.30%	Equity World	12,704
SPDR MSCI Europe Value UCITS ETF	3.87%	Equity Europe Value	42
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	1.92%	Equity Europe Social/Environmental Climate Change	946
Invesco FTSE RAFI UK 100 UCITS ETF	7.88%	Equity United Kingdom Fundamental/Quality	15
L&G Global Equity UCITS ETF	0.29%	Equity World Social/Environmental	936
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.64%	Equity World Dividend	1,310
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.46%	Equity World Social/Environmental	201
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,798
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.36%	Equity World Social/Environmental	50
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	7.36%	Equity United Kingdom	49
UBS Core MSCI World UCITS ETF hGBP dis	0.29%	Equity World	91
Xtrackers MSCI UK ESG UCITS ETF 1D	15.40%	Equity United Kingdom Social/Environmental	581
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc	0.69%	Equity World Social/Environmental Climate Change	26
JPMorgan UK Equity Core UCITS ETF GBP (dist)	6.49%	Equity United Kingdom	83
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.36%	Equity World Social/Environmental	1,344
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.24%	Equity World Social/Environmental	177
iShares STOXX Global Select Dividend 100 UCITS ETF (DE)	1.26%	Equity World Dividend	3,408
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.32%	Equity Europe Social/Environmental	3
UBS Core MSCI World UCITS ETF hEUR acc	0.29%	Equity World	265
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	1.82%	Equity Europe Social/Environmental Climate Change	26
UBS MSCI World Selection UCITS ETF hEUR dis	0.55%	Equity World Social/Environmental	288
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.64%	Equity World Social/Environmental	777
UBS MSCI World Selection UCITS ETF hCHF acc	0.55%	Equity World Social/Environmental	277
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.29%	Equity World	8
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	1.55%	Equity World Value	77
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	1.67%	Equity Europe	102
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.28%	Equity World	946
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	7.81%	Equity United Kingdom	88
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.28%	Equity World Social/Environmental	114
iShares Edge MSCI World Value Factor UCITS ETF	1.22%	Equity World Value	3,739
Amundi Core MSCI World UCITS ETF Acc	0.29%	Equity World	8,682
HSBC MSCI Europe UCITS ETF EUR (Acc)	1.77%	Equity Europe	70
Amundi Label ISR Actions Monde UCITS ETF Acc	0.46%	Equity World Social/Environmental	83
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.26%	Equity World Social/Environmental	5,332
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.31%	Equity World Financials Social/Environmental	558
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.49%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.90%	Equity World Social/Environmental Climate Change	18
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.71%	Equity United Kingdom Social/Environmental	13
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.30%	Equity World	540
UBS Core MSCI Europe UCITS ETF hEUR acc	1.77%	Equity Europe	109
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	1.69%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.28%	Equity World	108,575
Xtrackers Stoxx Europe 600 UCITS ETF 1D	1.77%	Equity Europe	845
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.49%	Equity World Social/Environmental Climate Change	2
Amundi Core MSCI Europe UCITS ETF Dist	1.79%	Equity Europe	521
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.29%	Equity World	614
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.24%	Equity World Social/Environmental	62
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.25%	Equity World	18,838
SPDR MSCI Europe Climate Paris Aligned UCITS ETF EUR Unhedged (Acc)	1.71%	Equity Europe Social/Environmental Climate Change	32
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	4.97%	Equity United Kingdom Social/Environmental	12
Deka MSCI Europe UCITS ETF	1.76%	Equity Europe	1,477
SPDR MSCI All Country World UCITS ETF (Acc)	0.27%	Equity World	6,616
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.21%	Equity World	107
UBS Core MSCI Europe UCITS ETF hCHF acc	1.77%	Equity Europe	86
Fidelity Global Quality Income UCITS ETF INC-USD	0.44%	Equity World Dividend	680
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.71%	Equity Europe Social/Environmental Climate Change	8
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.31%	Equity World Multi-Factor Strategy	186
Vanguard FTSE Developed Europe UCITS ETF Distributing	1.73%	Equity Europe	4,069
Amundi MSCI World Ex USA UCITS ETF Dist	1.05%	Equity World	55
L&G UK Equity UCITS ETF GBP Acc	7.82%	Equity United Kingdom Social/Environmental	177
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	1,013
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	7.44%	Equity Europe Financials	1,836
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	190
Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc	2.40%	Equity Europe Social/Environmental	168
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	1.86%	Equity Europe Social/Environmental Climate Change	20
Xtrackers MSCI World Screened UCITS ETF 1C	0.31%	Equity World Social/Environmental	65
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.09%	Equity World Social/Environmental Climate Change	5
Amundi MSCI World Ex USA UCITS ETF Acc	1.05%	Equity World	394
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	4.18%	Equity World Dividend	3,848
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	4.14%	Equity Europe Social/Environmental Climate Change	227
UBS Core MSCI World UCITS ETF USD acc	0.29%	Equity World	4,428
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental Climate Change	41
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental Climate Change	190
HSBC UK Screened Equity UCITS ETF GBP	0.71%	Equity United Kingdom Social/Environmental	30
iShares Core MSCI World UCITS ETF USD (Dist)	0.28%	Equity World	386
Xtrackers FTSE 100 UCITS ETF 1C	7.50%	Equity United Kingdom	91
Invesco FTSE RAFI All World 3000 UCITS ETF	0.37%	Equity World Fundamental/Quality	112
Xtrackers MSCI Europe ESG UCITS ETF 1D	4.05%	Equity Europe Social/Environmental	46
Franklin S&P World Screened UCITS ETF Acc	0.38%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.24%	Equity World Social/Environmental	2
WisdomTree Europe Equity Income UCITS ETF Acc	6.23%	Equity Europe Dividend	9
Invesco Global Buyback Achievers UCITS ETF	4.90%	Equity World Buyback	106
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.26%	Equity World	4
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.72%	Equity Europe Social/Environmental Climate Change	241
Xtrackers STOXX Europe 600 UCITS ETF 1C	1.77%	Equity Europe	3,390
Amundi Prime All Country World UCITS ETF Acc	0.27%	Equity World	485
UBS MSCI World UCITS ETF USD dis	0.29%	Equity World	1,351
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.26%	Equity World Social/Environmental	15
Vanguard FTSE Developed World UCITS ETF Acc	0.28%	Equity World	4,692
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.26%	Equity World Social/Environmental	1,725
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	1
WisdomTree Europe Equity Income UCITS ETF	6.23%	Equity Europe Dividend	86
UBS MSCI United Kingdom UCITS ETF hEUR acc	7.81%	Equity United Kingdom	528
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.28%	Equity World Social/Environmental	450
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.30%	Equity World Social/Environmental Climate Change	37
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.22%	Equity World	3,781
Amundi MSCI Europe Ex Switzerland ESG Selection UCITS ETF DR (C)	4.14%	Equity Europe Social/Environmental	564
UBS MSCI United Kingdom UCITS ETF GBP acc	7.81%	Equity United Kingdom	1,902
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.63%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.29%	Equity World	13,383
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.25%	Equity Europe Equal Weighted	156
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	7.36%	Equity United Kingdom	4,698
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.22%	Equity World	64
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	5.34%	Equity Europe Social/Environmental	207
UBS MSCI United Kingdom UCITS ETF hCHF acc	7.81%	Equity United Kingdom	292
Amundi Label ISR Actions Europe UCITS ETF Acc	2.64%	Equity Europe Social/Environmental	115
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.71%	Equity Europe Social/Environmental Climate Change	8
Deka MSCI World UCITS ETF Distribution	0.29%	Equity World	4,233
Fidelity Europe Quality Income UCITS ETF ACC-GBP (hedged)	2.59%	Equity Europe Dividend	1
Vanguard FTSE Developed World UCITS ETF Distributing	0.28%	Equity World	3,599
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.44%	Equity World Dividend	18
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.36%	Equity World Social/Environmental	640
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.01%	Equity World Social/Environmental Climate Change	1
iShares UK Dividend UCITS ETF	3.73%	Equity United Kingdom Dividend	1,218
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.80%	Equity World Technology Blockchain	45
Xtrackers MSCI World ex USA UCITS ETF 1D	1.03%	Equity World	162
UBS MSCI United Kingdom UCITS ETF GBP dis	7.81%	Equity United Kingdom	55
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.30%	Equity World	305
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	1.86%	Equity Europe Social/Environmental	76
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.29%	Equity World	233
Xtrackers MSCI World Screened UCITS ETF 1D	0.31%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.29%	Equity World Social/Environmental	4,707
Invesco FTSE All-World UCITS ETF Acc	0.26%	Equity World	2,023
Xtrackers MSCI Europe Value UCITS ETF 1C	2.88%	Equity Europe Value	123
UBS MSCI World Selection UCITS ETF hEUR acc	0.55%	Equity World Social/Environmental	51
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.30%	Equity Europe Low Volatility/Risk Weighted	26
Xtrackers MSCI World Climate Transition UCITS ETF	0.31%	Equity World Social/Environmental Climate Change	29
iShares MSCI World Screened UCITS ETF USD (Dist)	0.31%	Equity World Social/Environmental	823
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	133
AXA IM ACT Biodiversity Equity UCITS ETF USD Acc	1.21%	Equity World Social/Environmental	263
HSBC MSCI World UCITS ETF CHF hedged	0.30%	Equity World	53
Xtrackers MSCI World ESG UCITS ETF 1D	0.64%	Equity World Social/Environmental	331
iShares STOXX Europe 50 UCITS ETF	3.47%	Equity Europe	618
iShares MSCI World Screened UCITS ETF USD (Acc)	0.31%	Equity World Social/Environmental	4,366
Amundi Core MSCI World UCITS ETF USD Dist	0.29%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.28%	Equity World	1,668
Amundi UK Equity All Cap UCITS ETF Dist	6.99%	Equity United Kingdom	696
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.36%	Equity World Social/Environmental	311
iShares Core MSCI Europe UCITS ETF EUR (Acc)	1.77%	Equity Europe	1,312
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	1.67%	Equity Europe	44
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.97%	Equity Europe Multi-Factor Strategy	139
UBS MSCI United Kingdom UCITS ETF hEUR dis	7.81%	Equity United Kingdom	6
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.36%	Equity World Social/Environmental	108
HSBC MSCI Europe UCITS ETF EUR	1.77%	Equity Europe	315
UBS FTSE 100 UCITS ETF GBP dis	7.40%	Equity United Kingdom	88
L&G Global Brands UCITS ETF USD Acc	0.85%	Equity World Fundamental/Quality Moat	58
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.26%	Equity World Social/Environmental	773
UBS MSCI World Selection UCITS ETF USD acc	0.55%	Equity World Social/Environmental	609
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	2.28%	Equity World Value	107
Amundi Prime Europe UCITS ETF DR (C)	1.85%	Equity Europe	142
Fidelity Europe Quality Income UCITS ETF ACC-Euro	2.59%	Equity Europe Dividend	25
iShares MSCI World UCITS ETF (Dist)	0.28%	Equity World	7,573
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	4.97%	Equity United Kingdom Social/Environmental	855
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,119
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.44%	Equity World Dividend	37
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.28%	Equity World	1,448
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	1.65%	Equity Europe	43
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	3.50%	Equity Europe Social/Environmental	67
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.25%	Equity World	25,556
HSBC Europe Screened Equity UCITS ETF EUR	0.32%	Equity Europe Social/Environmental	33
HSBC MSCI World UCITS ETF USD (Acc)	0.30%	Equity World	1,236
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.99%	Equity World Financials Social/Environmental	521
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.30%	Equity World Social/Environmental Climate Change	113
SPDR MSCI Europe Financials UCITS ETF	7.48%	Equity Europe Financials	677
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.17%	Equity World Multi-Factor Strategy	126
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	4,483
AXA IM MSCI Europe Equity PAB UCITS ETF EUR Acc	1.61%	Equity Europe Social/Environmental Climate Change	120
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.30%	Equity World	56
UBS MSCI United Kingdom UCITS ETF hUSD dis	7.81%	Equity United Kingdom	10
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.24%	Equity World Social/Environmental	240
Invesco Global Enhanced Equity UCITS ETF Acc	0.44%	Equity World Multi-Factor Strategy	198
Invesco FTSE RAFI Europe UCITS ETF Dist	1.59%	Equity Europe Fundamental/Quality	22
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.29%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	2.10%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.29%	Equity World	3
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental Climate Change	393
iShares Edge MSCI Europe Value Factor UCITS ETF	2.84%	Equity Europe Value	2,078
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.32%	Equity World Social/Environmental	50
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	1.86%	Equity Europe Social/Environmental Climate Change	2,289
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	1.79%	Equity Europe Social/Environmental	2,833
iShares MSCI ACWI UCITS ETF USD (Acc)	0.27%	Equity World	21,038
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	2.01%	Equity Europe Social/Environmental	4,470
Fidelity Europe Quality Income UCITS ETF INC-Euro	2.59%	Equity Europe Dividend	25
Xtrackers FTSE 100 UCITS ETF Income 1D	7.50%	Equity United Kingdom	87
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.22%	Equity World Multi-Factor Strategy	597
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.27%	Equity World	905
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.24%	Equity World Social/Environmental	3
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	1.78%	Equity Europe	261
HSBC FTSE 100 UCITS ETF GBP	7.45%	Equity United Kingdom	722
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.17%	Equity World Multi-Factor Strategy	749
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.28%	Equity World	4,787
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	1.91%	Equity Europe Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF Dist	0.26%	Equity World	175
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.44%	Equity World Dividend	53
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C 1C	11.87%	Equity Europe Financials Social/Environmental	135
Xtrackers MSCI Europe UCITS ETF 1D	1.78%	Equity Europe	126
SPDR FTSE UK All Share UCITS ETF	6.48%	Equity United Kingdom	416
Amundi Prime Global UCITS ETF Dist	0.30%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.30%	Equity World	16,081
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.44%	Equity World Multi-Factor Strategy	0
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	1.78%	Equity Europe Social/Environmental	1,829
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.28%	Equity World	462
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.22%	Equity World Social/Environmental Climate Change	16
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)	3.43%	Equity Europe Dividend	636
First Trust United Kingdom AlphaDEX UCITS ETF Dist	0.46%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.22%	Equity World Social/Environmental Climate Change	1,225
UBS Core MSCI Europe UCITS ETF EUR acc	1.77%	Equity Europe	31
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	1.71%	Equity Europe Social/Environmental Climate Change	35
Amundi Prime All Country World UCITS ETF Dist	0.27%	Equity World	2,193
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	28
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	1.73%	Equity Europe	1,925
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	2.01%	Equity Europe Social/Environmental	468
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.36%	Equity World Social/Environmental	1,190
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.31%	Equity World Social/Environmental	77
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	11
Xtrackers MSCI Europe UCITS ETF 1C	1.78%	Equity Europe	6,686
Amundi STOXX Europe 600 ESG II UCITS ETF Dist	2.00%	Equity Europe Social/Environmental	302
SPDR MSCI Europe UCITS ETF	1.79%	Equity Europe	373
Xtrackers MSCI World Financials UCITS ETF 1C	1.68%	Equity World Financials	2,405
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	2.84%	Equity Europe Value	68
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.30%	Equity World Social/Environmental Climate Change	98
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	1.78%	Equity Europe Social/Environmental	4,054
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.26%	Equity World	13
Deka MSCI Europe Climate Change ESG UCITS ETF	1.54%	Equity Europe Social/Environmental Climate Change	430
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.30%	Equity World Social/Environmental Climate Change	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.32%	Equity World Social/Environmental	262
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	4.97%	Equity United Kingdom Social/Environmental	128
iShares MSCI World ex-USA UCITS ETF USD (Acc)	1.03%	Equity World	2,713

Performance

Returns overview

YTD	+41.84%
1 month	+11.87%
3 months	+15.95%
6 months	+26.94%
1 year	+57.73%
3 years	+136.60%
5 years	+198.92%
Since inception (MAX)	+79.07%
2024	+20.80%
2023	+26.26%
2022	+14.99%
2021	+15.50%

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).