Legal & General Group

ISIN GB0005603997

WKN 851584

Market cap (in EUR)

17,326 m

Country

United Kingdom

Sector

Finance

Dividend yield

8.09%

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 in June 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	17,326 m
EPS, EUR	-
P/B ratio	8.4
P/E ratio	31.8
Dividend yield	8.09%

Income statement (2025)

Revenue, EUR	28,106 m
Net income, EUR	555 m
Profit margin	1.98%

What ETF is Legal & General Group in?

There are 324 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)	0.06%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	907
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	695
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.58%	Equity United Kingdom	180
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.15%	Equity Europe	15,039
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,179
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	39
Xtrackers MSCI Europe High Dividend Yield ESG UCITS ETF 1D	1.40%	Equity Europe Dividend	34
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.33%	Equity World Social/Environmental Climate Change	29
UBS Core MSCI Europe UCITS ETF EUR dis	0.14%	Equity Europe	1,107
State Street SPDR MSCI World Financials UCITS ETF USD	0.15%	Equity World Financials	267
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	5,051
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	25
JPMorgan UK Equity Core UCITS ETF GBP (acc)	0.19%	Equity United Kingdom	464
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.61%	Equity United Kingdom	508
iShares MSCI UK UCITS ETF (Acc)	0.62%	Equity United Kingdom	130
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,680
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.29%	Equity Europe Social/Environmental Climate Change	30
UBS MSCI World ex USA UCITS ETF USD acc	0.08%	Equity World	89
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.27%	Equity Europe Social/Environmental	491
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	37
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.65%	Equity Europe Social/Environmental	27
VanEck European Equal Weight Screened UCITS ETF A	0.92%	Equity Europe Equal Weighted	88
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	5
L&G Global Quality Dividends UCITS ETF USD Acc	0.18%	Equity World Dividend	21
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	86
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	493
iShares World Equity High Income UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	280
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental Climate Change	153
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.57%	Equity United Kingdom	2,787
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	515
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.35%	Equity Europe Social/Environmental Climate Change	60
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.26%	Equity Europe Equal Weighted	373
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.13%	Equity Europe	17,985
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.15%	Equity Europe Social/Environmental	1,568
Amundi MSCI Europe UCITS ETF Acc	0.15%	Equity Europe	628
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.12%	Equity Europe	11
Amundi MSCI World ESG Selection UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,787
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	2
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.30%	Equity World Dividend	20
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	0.88%	Equity United Kingdom Social/Environmental Climate Change	55
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental Climate Change	383
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	68
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.58%	Equity United Kingdom	3,558
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	42
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.52%	Equity United Kingdom	383
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,262
Xtrackers MSCI World ESG UCITS ETF 1C	0.06%	Equity World Social/Environmental	4,804
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,184
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	657
iShares MSCI Europe Mid Cap UCITS ETF	0.86%	Equity Europe Mid Cap	26
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	212
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.15%	Equity Europe	10,690
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,215
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.30%	Equity Europe Social/Environmental	1,033
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.18%	Equity Europe Social/Environmental	125
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	7,839
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.67%	Equity Europe Social/Environmental	964
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.58%	Equity United Kingdom	17,461
Amundi Prime Europe UCITS ETF DR (D)	0.16%	Equity Europe	227
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.11%	Equity Europe Social/Environmental	130
Invesco Europe Enhanced Equity UCITS ETF Acc	0.25%	Equity Europe Multi-Factor Strategy	184
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.23%	Equity World Dividend	27
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.36%	Equity Europe Social/Environmental	906
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.18%	Equity World Social/Environmental Climate Change	456
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.14%	Equity World Low Volatility/Risk Weighted Climate Change	59
Amundi Core MSCI Europe UCITS ETF Acc	0.14%	Equity Europe	4,086
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	57
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	25
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	0.88%	Equity United Kingdom Social/Environmental Climate Change	12
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	981
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.05%	Equity World Social/Environmental Climate Change	236
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.15%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,591
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	4.99%	Equity United Kingdom Dividend	79
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	22
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,552
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.04%	Equity World Social/Environmental	220
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.11%	Equity World Social/Environmental Climate Change	3,815
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	1,032
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.13%	Equity World Social/Environmental Climate Change	1,309
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	2,075
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	230
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.29%	Equity Europe Social/Environmental Climate Change	439
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	54
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.58%	Equity United Kingdom	56
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	95
Xtrackers MSCI UK ESG UCITS ETF 1D	1.27%	Equity United Kingdom Social/Environmental	713
JPMorgan UK Equity Core UCITS ETF GBP (dist)	0.19%	Equity United Kingdom	113
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,778
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	307
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	73
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	1.51%	Equity United Kingdom Social/Environmental	15
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	1.80%	Equity World Dividend	125
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.31%	Equity Europe Social/Environmental Climate Change	2
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	321
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	592
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.18%	Equity World Mid Cap	6
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental Climate Change	30
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	0.05%	Equity World Social/Environmental	292
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	1,580
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.06%	Equity World Social/Environmental	967
UBS MSCI World Selection UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	270
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
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	131
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,026
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.61%	Equity United Kingdom	100
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	430
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	12,649
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	1.80%	Equity World Dividend	39
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	95
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.74%	Equity World Financials Social/Environmental	124
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	21
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.32%	Equity World Social/Environmental Climate Change	48
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	756
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.57%	Equity United Kingdom Social/Environmental Climate Change	4
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	427
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.53%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.14%	Equity Europe	130
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	113,685
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.12%	Equity Europe	1,060
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	82
Amundi Core MSCI Europe UCITS ETF Dist	0.14%	Equity Europe	702
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	695
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental	2,668
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	55
L&G Global Quality Dividends UCITS ETF USD Dist	0.18%	Equity World Dividend	99
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	20,151
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental Climate Change	584
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.44%	Equity United Kingdom Social/Environmental Climate Change	8
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	9,075
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
UBS Core MSCI Europe UCITS ETF hCHF acc	0.14%	Equity Europe	120
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.08%	Equity Europe Social/Environmental Climate Change	11
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	35
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.13%	Equity Europe	4,415
Amundi MSCI World Ex USA UCITS ETF Dist	0.08%	Equity World	117
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Social/Environmental Climate Change	3
L&G UK Equity UCITS ETF GBP Acc	0.64%	Equity United Kingdom Social/Environmental	198
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	733
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental	234
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.14%	Equity World Low Volatility/Risk Weighted Climate Change	3
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.61%	Equity Europe Financials	1,411
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	196
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.18%	Equity Europe Social/Environmental	211
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	1.51%	Equity United Kingdom Social/Environmental	71
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	789
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.35%	Equity Europe Social/Environmental Climate Change	22
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,184
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	4.66%	Equity United Kingdom Dividend	154
Amundi MSCI World Ex USA UCITS ETF Acc	0.08%	Equity World	565
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	95
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	7,539
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.11%	Equity World Social/Environmental	113
HSBC UK Screened Equity UCITS ETF GBP	0.57%	Equity United Kingdom Social/Environmental Climate Change	29
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	512
Xtrackers FTSE 100 UCITS ETF 1C	0.59%	Equity United Kingdom	100
Invesco FTSE RAFI All World 3000 UCITS ETF	0.04%	Equity World Fundamental/Quality	189
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.36%	Equity Europe Social/Environmental	33
Franklin S&P World Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	19
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.86%	Equity Europe Mid Cap	546
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.19%	Equity Europe Social/Environmental Climate Change	94
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.12%	Equity Europe	3,732
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,362
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,347
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,298
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.61%	Equity United Kingdom	418
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	436
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	110
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	4,727
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.09%	Equity World Social/Environmental Climate Change	36
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	93
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.46%	Equity Europe Social/Environmental Climate Change	548
UBS MSCI United Kingdom UCITS ETF GBP acc	0.61%	Equity United Kingdom	2,532
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	80
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	14,811
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.26%	Equity Europe Equal Weighted	168
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.57%	Equity United Kingdom	5,180
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	94
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.71%	Equity Europe Social/Environmental	212
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.17%	Equity Europe Social/Environmental	551
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.61%	Equity United Kingdom	236
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	3,611
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	646
iShares MSCI Europe SRI UCITS ETF (Acc)	0.65%	Equity Europe Social/Environmental	2,974
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	768
iShares MSCI World SRI UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	1,457
iShares UK Dividend UCITS ETF	4.59%	Equity United Kingdom Dividend	1,377
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.65%	Equity Europe Social/Environmental	194
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	215
UBS MSCI United Kingdom UCITS ETF GBP dis	0.61%	Equity United Kingdom	100
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.11%	Equity World Social/Environmental	58
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.06%	Equity World Social/Environmental	103
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	366
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.15%	Equity Europe Social/Environmental	80
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	268
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	4,777
Global X European SuperDividend UCITS ETF EUR Dist	2.96%	Equity Europe Dividend	39
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	87
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.09%	Equity World Social/Environmental Climate Change	35
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	2,697
UBS MSCI World Selection UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	42
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	54
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	20
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	1.51%	Equity United Kingdom Social/Environmental	36
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,034
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental Climate Change	119
Global X SuperDividend UCITS ETF Dist	1.19%	Equity World Dividend	722
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	0.03%	Equity World	78
Xtrackers MSCI World ESG UCITS ETF 1D	0.06%	Equity World Social/Environmental	15
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	383
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,533
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,420
Amundi UK Equity All Cap UCITS ETF Dist	0.56%	Equity United Kingdom	834
iShares Ageing Population UCITS ETF	0.49%	Equity World Health Care Social/Environmental Ageing Population	590
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	377
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental Climate Change	853
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	432
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.11%	Equity World Social/Environmental	261
Invesco Global Active ESG Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	1,540
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.15%	Equity Europe	1,107
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.13%	Equity Europe	51
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.61%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	1
HSBC MSCI Europe UCITS ETF EUR	0.14%	Equity Europe	342
UBS FTSE 100 UCITS ETF GBP dis	0.57%	Equity United Kingdom	90
UBS MSCI World Selection UCITS ETF USD acc	0.05%	Equity World Social/Environmental	677
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.65%	Equity Europe Social/Environmental	6
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.16%	Equity Europe	193
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.67%	Equity Europe Social/Environmental Climate Change	36
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.09%	Equity World Social/Environmental Climate Change	548
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,446
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.64%	Equity Europe Social/Environmental Climate Change	56
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.44%	Equity United Kingdom Social/Environmental Climate Change	895
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)	0.11%	Equity World Social/Environmental	6,183
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,641
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.30%	Equity Europe Social/Environmental	71
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	33,887
HSBC Europe Screened Equity UCITS ETF EUR	0.31%	Equity Europe Social/Environmental Climate Change	21
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,611
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.15%	Equity World Financials Social/Environmental	584
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.61%	Equity Europe Financials	730
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	3,787
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	45
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.61%	Equity United Kingdom	11
Invesco Global Enhanced Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	481
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.15%	Equity Europe Fundamental/Quality	30
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	0.15%	Equity World Financials Social/Environmental	4
Global X SuperDividend® UCITS ETF USD Accumulating	1.19%	Equity World Dividend	2
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	45
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	61
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.35%	Equity Europe Social/Environmental Climate Change	2,320
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	24,501
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.17%	Equity Europe Social/Environmental	4,804
Xtrackers FTSE 100 UCITS ETF Income 1D	0.59%	Equity United Kingdom	98
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.09%	Equity World Social/Environmental Climate Change	371
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.64%	Equity Europe Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,215
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.14%	Equity Europe	267
HSBC FTSE 100 UCITS ETF GBP	0.58%	Equity United Kingdom	885
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,054
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,963
iShares Edge MSCI Europe Size Factor UCITS ETF	0.46%	Equity Europe Mid Cap	33
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD	1.26%	Equity World Dividend	1,319
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.23%	Equity Europe Social/Environmental Climate Change	16
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	212
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.67%	Equity Europe Social/Environmental	35
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	95
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	0.93%	Equity Europe Financials Social/Environmental	135
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	127
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.19%	Equity World Dividend	114
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental Climate Change	193
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.52%	Equity United Kingdom	446
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	99
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	33
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,120
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	17,365
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	7
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.37%	Equity Europe Social/Environmental	2,179
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.34%	Equity Europe Social/Environmental Catholic principles	32
iShares World Equity High Income UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	15
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.18%	Equity Europe Social/Environmental	34
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	486
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	0.05%	Equity World Social/Environmental Climate Change	947
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	258
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.09%	Equity World Social/Environmental Catholic principles	129
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	34
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	3,680
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.13%	Equity Europe	2,457
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.17%	Equity Europe Social/Environmental	435
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	91
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,211
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	1.44%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.14%	Equity Europe	7,337
Xtrackers MSCI World Financials UCITS ETF 1C	0.15%	Equity World Financials	741
State Street SPDR MSCI Europe UCITS ETF EUR	0.14%	Equity Europe	392
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.25%	Equity Europe Insurance	438
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	308
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.37%	Equity Europe Social/Environmental	4,514
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	36
HSBC Developed World Screened Equity UCITS ETF USD	0.06%	Equity World Social/Environmental Climate Change	253
Global X UK SuperDividend UCITS ETF GBP Dist	4.15%	Equity United Kingdom Dividend	3
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.44%	Equity United Kingdom Social/Environmental Climate Change	99
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.08%	Equity World	2,671
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.13%	Equity World Multi-Factor Strategy	143

Performance

Returns overview

YTD	+4.94%
1 month	+8.66%
3 months	+2.99%
6 months	+15.48%
1 year	+9.96%
3 years	+8.66%
5 years	-2.47%
Since inception (MAX)	+7.39%
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).