Legal & General Group

ISIN GB0005603997

WKN 851584

Market cap (in EUR)

17,424 m

Country

United Kingdom

Sector

Finance

Dividend yield

8.06%

Overview

Quote

Description

Legal & General Group Plc engages in the provision of risk, savings, and investment management products and services. It operates through the following segments: Legal and General Retirement Institutional (LGRI); Legal and General Capital (LGC); Legal and General Investment Management (LGIM); Retail Retirement; and Insurance. The LGRI segment is involved in pension risk transfer business including longevity insurance. The LGC segment includes shareholder assets invested in direct investments primarily in the areas of specialist commercial real estate, clean energy, housing, and SME finance, as well as traded and treasury assets. The LGIM segment offers institutional and retail investment management. The Retail Retirement segment provides retail annuity and drawdown products, workplace savings, and lifetime mortgage loans. The Insurance segment focuses on the United Kingdom protection and Fintech business, as well as the United States retail protection business. The company was founded on September 19, 1836 and is headquartered in London, the United Kingdom.

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Finance Insurance United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	17,424 m
EPS, EUR	-
P/B ratio	7.9
P/E ratio	67.0
Dividend yield	8.06%

Income statement (2024)

Revenue, EUR	30,154 m
Net income, EUR	201 m
Profit margin	0.67%

What ETF is Legal & General Group in?

There are 299 ETFs which contain Legal & General Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Legal & General Group is the L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	770
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	685
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.58%	Equity United Kingdom	170
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	14,775
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	941
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	37
Xtrackers MSCI Europe High Dividend Yield ESG UCITS ETF 1D	1.41%	Equity Europe Dividend	31
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.30%	Equity World Social/Environmental Climate Change	27
UBS Core MSCI Europe UCITS ETF EUR dis	0.14%	Equity Europe	923
SPDR MSCI World Financials UCITS ETF	0.14%	Equity World Financials	303
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	4,492
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	16
JPMorgan UK Equity Core UCITS ETF GBP (acc)	0.20%	Equity United Kingdom	430
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.63%	Equity United Kingdom	488
iShares MSCI UK UCITS ETF (Acc)	0.63%	Equity United Kingdom	128
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,351
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.28%	Equity Europe Social/Environmental Climate Change	38
UBS MSCI World ex USA UCITS ETF USD acc	0.09%	Equity World	54
SPDR STOXX Europe 600 SRI UCITS ETF	0.27%	Equity Europe Social/Environmental	527
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	35
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.62%	Equity Europe Social/Environmental	23
VanEck European Equal Weight Screened UCITS ETF A	0.92%	Equity Europe Equal Weighted	82
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	2
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	69
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	488
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental Climate Change	127
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.58%	Equity United Kingdom	2,758
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	413
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.34%	Equity Europe Social/Environmental Climate Change	61
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.30%	Equity Europe Equal Weighted	357
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.13%	Equity Europe	16,513
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.16%	Equity Europe Social/Environmental	1,424
Amundi MSCI Europe UCITS ETF Acc	0.15%	Equity Europe	620
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.13%	Equity Europe	11
Amundi MSCI World ESG Selection UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,774
SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.78%	Equity World Dividend	20
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	1.00%	Equity United Kingdom Social/Environmental Climate Change	57
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Climate Change	314
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	65
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.58%	Equity United Kingdom	3,355
SPDR FTSE UK All Share UCITS ETF	0.52%	Equity United Kingdom	140
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,596
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,571
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,990
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	682
iShares MSCI Europe Mid Cap UCITS ETF	0.88%	Equity Europe Mid Cap	22
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	198
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,862
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,200
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.30%	Equity Europe Social/Environmental	1,035
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.18%	Equity Europe Social/Environmental	135
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	7,217
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.61%	Equity Europe Social/Environmental	1,235
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.58%	Equity United Kingdom	16,843
Amundi Prime Europe UCITS ETF DR (D)	0.14%	Equity Europe	212
Invesco Europe Enhanced Equity UCITS ETF Acc	0.10%	Equity Europe Multi-Factor Strategy	176
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	32
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.22%	Equity World Dividend	25
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.34%	Equity Europe Social/Environmental	1,071
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.16%	Equity World Social/Environmental Climate Change	472
Amundi Core MSCI Europe UCITS ETF Acc	0.14%	Equity Europe	3,982
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	60
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	6
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	24
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	1.00%	Equity United Kingdom Social/Environmental Climate Change	12
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	912
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.11%	Equity World Social/Environmental Climate Change	196
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.15%	Equity World Financials Social/Environmental	108
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,120
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	4.85%	Equity United Kingdom Dividend	71
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,481
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.04%	Equity World Social/Environmental	229
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	3,832
Invesco FTSE RAFI UK 100 UCITS ETF	0.90%	Equity United Kingdom Fundamental/Quality	17
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	909
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	1,704
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.28%	Equity Europe Social/Environmental Climate Change	433
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	57
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.58%	Equity United Kingdom	44
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	95
Xtrackers MSCI UK ESG UCITS ETF 1D	1.28%	Equity United Kingdom Social/Environmental	653
JPMorgan UK Equity Core UCITS ETF GBP (dist)	0.20%	Equity United Kingdom	95
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,393
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	297
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	68
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	1.42%	Equity United Kingdom Social/Environmental	16
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	1.33%	Equity World Dividend	123
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.32%	Equity Europe Social/Environmental Climate Change	3
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	388
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental Climate Change	28
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.10%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	289
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,554
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	902
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	344
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	14
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	17
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.13%	Equity Europe	155
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	985
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.63%	Equity United Kingdom	104
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	124
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	12,216
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	1.33%	Equity World Dividend	31
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	81
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.69%	Equity World Financials Social/Environmental	537
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	24
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.31%	Equity World Social/Environmental Climate Change	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	702
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.55%	Equity United Kingdom Social/Environmental Climate Change	12
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	367
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.52%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.14%	Equity Europe	128
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	110,236
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.13%	Equity Europe	974
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	74
Amundi Core MSCI Europe UCITS ETF Dist	0.14%	Equity Europe	557
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	684
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental	2,597
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	39
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,171
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental Climate Change	450
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.40%	Equity United Kingdom Social/Environmental Climate Change	9
SPDR MSCI All Country World UCITS ETF (Acc)	0.02%	Equity World	7,873
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF SD Dist	0.28%	Equity Europe Social/Environmental Climate Change	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.14%	Equity Europe	109
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.08%	Equity Europe Social/Environmental Climate Change	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	31
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.14%	Equity Europe	4,447
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Climate Change	3
Amundi MSCI World Ex USA UCITS ETF Dist	0.09%	Equity World	108
L&G UK Equity UCITS ETF GBP Acc	0.64%	Equity United Kingdom Social/Environmental	186
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	973
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.60%	Equity Europe Financials	2,039
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	194
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.20%	Equity Europe Social/Environmental	174
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	1.42%	Equity United Kingdom Social/Environmental	70
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	732
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.34%	Equity Europe Social/Environmental Climate Change	23
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,010
SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist)	4.57%	Equity United Kingdom Dividend	116
Amundi MSCI World Ex USA UCITS ETF Acc	0.09%	Equity World	514
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	91
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	6,332
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	85
HSBC UK Screened Equity UCITS ETF GBP	0.55%	Equity United Kingdom Social/Environmental Climate Change	32
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	483
Xtrackers FTSE 100 UCITS ETF 1C	0.59%	Equity United Kingdom	99
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.36%	Equity Europe Social/Environmental	38
Franklin S&P World Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	6
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.84%	Equity Europe Mid Cap	531
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.10%	Equity Europe Social/Environmental Climate Change	110
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.13%	Equity Europe	3,531
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,038
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,344
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,929
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.63%	Equity United Kingdom	441
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	377
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	132
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.04%	Equity World	4,236
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental Climate Change	34
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	89
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.32%	Equity Europe Social/Environmental Climate Change	625
UBS MSCI United Kingdom UCITS ETF GBP acc	0.63%	Equity United Kingdom	2,705
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	97
SPDR MSCI World UCITS ETF	0.02%	Equity World	13,906
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	166
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.58%	Equity United Kingdom	4,977
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.04%	Equity World	77
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.66%	Equity Europe Social/Environmental	233
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.17%	Equity Europe Social/Environmental	394
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.63%	Equity United Kingdom	229
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.08%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,537
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	583
iShares MSCI Europe SRI UCITS ETF (Acc)	0.62%	Equity Europe Social/Environmental	2,935
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	663
iShares MSCI World SRI UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	1,417
iShares UK Dividend UCITS ETF	4.65%	Equity United Kingdom Dividend	1,376
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.62%	Equity Europe Social/Environmental	226
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	194
UBS MSCI United Kingdom UCITS ETF GBP dis	0.63%	Equity United Kingdom	62
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.10%	Equity World Social/Environmental	56
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.05%	Equity World Social/Environmental	101
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	361
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.15%	Equity Europe Social/Environmental	80
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	258
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,112
Global X European SuperDividend UCITS ETF EUR Dist	3.12%	Equity Europe Dividend	22
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	82
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	30
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	41
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	0.04%	Equity World Social/Environmental	53
Xtrackers MSCI World Climate Transition UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	1.42%	Equity United Kingdom Social/Environmental	42
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	955
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental Climate Change	129
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	53
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	192
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	363
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,908
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,367
Amundi UK Equity All Cap UCITS ETF Dist	0.55%	Equity United Kingdom	781
iShares Ageing Population UCITS ETF	0.45%	Equity World Health Care Social/Environmental Ageing Population	575
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	288
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental Climate Change	647
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	179
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.10%	Equity World Social/Environmental	269
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	1,460
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.13%	Equity Europe	47
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.65%	Equity United Kingdom	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	105
HSBC MSCI Europe UCITS ETF EUR	0.14%	Equity Europe	333
UBS FTSE 100 UCITS ETF GBP dis	0.58%	Equity United Kingdom	95
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	637
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.62%	Equity Europe Social/Environmental	9
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.14%	Equity Europe	171
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.70%	Equity Europe Social/Environmental Climate Change	36
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.08%	Equity World Social/Environmental Climate Change	354
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,362
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.62%	Equity Europe Social/Environmental Climate Change	62
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.40%	Equity United Kingdom Social/Environmental Climate Change	896
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.19%	Equity World Social/Environmental Multi-Asset Strategy	20
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.10%	Equity World Social/Environmental	6,221
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,595
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.28%	Equity Europe Social/Environmental	79
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	28,956
HSBC Europe Screened Equity UCITS ETF EUR	0.32%	Equity Europe Social/Environmental Climate Change	27
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,492
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.15%	Equity World Financials Social/Environmental	679
SPDR MSCI Europe Financials UCITS ETF	0.61%	Equity Europe Financials	765
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	159
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	3,889
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	42
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.63%	Equity United Kingdom	12
Invesco FTSE RAFI Europe UCITS ETF Dist	0.20%	Equity Europe Fundamental/Quality	27
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.10%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	50
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.34%	Equity Europe Social/Environmental Climate Change	2,434
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	22,393
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.16%	Equity Europe Social/Environmental	4,631
Xtrackers FTSE 100 UCITS ETF Income 1D	0.59%	Equity United Kingdom	96
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental Climate Change	210
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.62%	Equity Europe Social/Environmental Climate Change	2
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,033
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.15%	Equity Europe	249
HSBC FTSE 100 UCITS ETF GBP	0.61%	Equity United Kingdom	885
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	894
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,878
iShares Edge MSCI Europe Size Factor UCITS ETF	0.45%	Equity Europe Mid Cap	32
SPDR S&P Global Dividend Aristocrats UCITS ETF	0.99%	Equity World Dividend	1,320
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.23%	Equity Europe Social/Environmental Climate Change	13
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.61%	Equity Europe Social/Environmental	88
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	91
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	0.90%	Equity Europe Financials Social/Environmental	145
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	138
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.19%	Equity World Dividend	126
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental Climate Change	205
SPDR FTSE UK All Share UCITS ETF	0.52%	Equity United Kingdom	450
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,124
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	16,495
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.39%	Equity Europe Social/Environmental	2,184
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.30%	Equity Europe Social/Environmental Catholic principles	26
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.18%	Equity Europe Social/Environmental	33
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	481
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	926
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.53%	Equity Europe Social/Environmental Climate Change	39
UBS Core MSCI Europe UCITS ETF EUR acc	0.14%	Equity Europe	163
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	146
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	33
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	2,939
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	2,246
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	466
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	85
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,182
Xtrackers MSCI Europe UCITS ETF 1C	0.14%	Equity Europe	7,255
SPDR MSCI Europe UCITS ETF	0.14%	Equity Europe	385
Xtrackers MSCI World Financials UCITS ETF 1C	0.14%	Equity World Financials	2,604
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.08%	Equity Europe Insurance	420
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	270
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.38%	Equity Europe Social/Environmental	4,322
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.06%	Equity World Social/Environmental Climate Change	245
Global X UK SuperDividend UCITS ETF GBP Dist	4.16%	Equity United Kingdom Dividend	2
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.40%	Equity United Kingdom Social/Environmental Climate Change	99
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.08%	Equity World	1,997

Performance

Returns overview

YTD	+3.80%
1 month	+1.87%
3 months	+11.43%
6 months	+5.41%
1 year	+13.28%
3 years	+5.41%
5 years	+5.41%
Since inception (MAX)	+6.23%
2025	+14.85%
2024	-8.40%
2023	+0.00%
2022	-16.67%

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).