Legal & General Group

ISIN GB0005603997

WKN 851584

Market cap (in EUR)

18,398 m

Country

United Kingdom

Sector

Finance

Dividend yield

7.62%

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.

Show more Show less

Finance Insurance United Kingdom

Chart

Financials

Key metrics

Market capitalisation, EUR	18,398 m
EPS, EUR	-
P/B ratio	9.0
P/E ratio	34.2
Dividend yield	7.62%

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 341 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 iShares UK Dividend UCITS ETF.

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	20
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	1,019
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	758
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.60%	Equity United Kingdom	190
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.15%	Equity Europe	15,708
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,439
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI Europe High Dividend Yield ESG UCITS ETF 1D	1.45%	Equity Europe Dividend	35
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.31%	Equity World Social/Environmental Climate Change	26
UBS Core MSCI Europe UCITS ETF EUR dis	0.15%	Equity Europe	1,348
State Street SPDR MSCI World Financials UCITS ETF USD	0.15%	Equity World Financials	266
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	5,807
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	28
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	0.20%	Equity United Kingdom	489
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.65%	Equity United Kingdom	982
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	0.61%	Equity United Kingdom	131
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,912
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.86%	Equity Europe Social/Environmental Climate Change	5
UBS MSCI World ex USA UCITS ETF USD acc	0.08%	Equity World	172
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.28%	Equity Europe Social/Environmental	501
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.57%	Equity Europe Social/Environmental	20
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	18
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	29
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	87
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	597
iShares World Equity High Income UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	422
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental Climate Change	182
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.60%	Equity United Kingdom	2,228
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	675
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.36%	Equity Europe Social/Environmental Climate Change	62
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.25%	Equity Europe Equal Weighted	205
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.40%	Equity Europe	10
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.13%	Equity Europe	20,013
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.16%	Equity Europe Social/Environmental	1,776
Amundi MSCI Europe UCITS ETF Acc	0.14%	Equity Europe	612
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.13%	Equity Europe	12
Amundi MSCI World ESG Selection UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,835
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	3
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.34%	Equity World Dividend	21
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	0.88%	Equity United Kingdom Social/Environmental Climate Change	45
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Climate Change	409
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.05%	Equity World	28
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	95
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.60%	Equity United Kingdom	3,613
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	56
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.54%	Equity United Kingdom	384
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,911
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,232
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,269
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	702
iShares MSCI Europe Mid Cap UCITS ETF	0.81%	Equity Europe Mid Cap	30
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	233
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,615
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,279
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.29%	Equity Europe Social/Environmental	1,083
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.18%	Equity Europe Social/Environmental	121
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	8,685
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.63%	Equity Europe Social/Environmental	962
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.60%	Equity United Kingdom	18,384
Amundi Prime Europe UCITS ETF DR (D)	0.16%	Equity Europe	247
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.01%	Equity Europe Social/Environmental	97
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	37
Invesco Europe Enhanced Equity UCITS ETF Acc	0.07%	Equity Europe Multi-Factor Strategy	267
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.22%	Equity World Dividend	29
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.09%	Equity World Dividend	3
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.32%	Equity Europe Social/Environmental	1,151
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.17%	Equity World Social/Environmental Climate Change	486
Amundi Core MSCI Europe UCITS ETF Acc	0.15%	Equity Europe	4,122
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Low Volatility/Risk Weighted Climate Change	62
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	7
CT QR Series European Equity Active UCITS ETF EUR Dist	0.20%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	61
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	0.88%	Equity United Kingdom Social/Environmental Climate Change	10
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,165
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.05%	Equity World Social/Environmental Climate Change	186
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.16%	Equity World Financials Social/Environmental	27
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	2,729
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.05%	Equity United Kingdom Dividend	86
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,634
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.03%	Equity World Social/Environmental	233
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	4,332
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.08%	Equity World	0
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,529
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	1,369
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	2,567
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	276
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.86%	Equity Europe Social/Environmental Climate Change	453
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	67
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.60%	Equity United Kingdom	59
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	106
Xtrackers MSCI UK ESG UCITS ETF 1D	1.18%	Equity United Kingdom Social/Environmental	787
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	0.20%	Equity United Kingdom	129
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,431
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	359
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	87
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	1.56%	Equity United Kingdom Social/Environmental	17
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	1.91%	Equity World Dividend	129
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.12%	Equity World Multi-Factor Strategy	388
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	860
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.16%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental Climate Change	20
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	315
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,854
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	1,082
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	294
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	19
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.13%	Equity Europe	108
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,183
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.65%	Equity United Kingdom	96
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	437
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	14,087
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	1.91%	Equity World Dividend	38
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	102
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.41%	Equity World Financials Social/Environmental	131
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	30
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.33%	Equity World Social/Environmental Climate Change	54
UBS Core MSCI Europe UCITS ETF USD acc	0.15%	Equity Europe	49
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	890
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.60%	Equity United Kingdom Social/Environmental Climate Change	15
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	442
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.55%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.15%	Equity Europe	135
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	124,082
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.13%	Equity Europe	1,172
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	98
Amundi Core MSCI Europe UCITS ETF Dist	0.15%	Equity Europe	447
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	781
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.03%	Equity World Social/Environmental	3,171
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	65
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	197
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	22,694
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental Climate Change	499
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	1.52%	Equity United Kingdom Social/Environmental Climate Change	10
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	14,176
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.15%	Equity Europe	145
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.09%	Equity Europe Social/Environmental Climate Change	15
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.08%	Equity World	2
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.14%	Equity Europe	4,636
Amundi MSCI World Ex USA UCITS ETF Dist	0.08%	Equity World	126
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Social/Environmental Climate Change	4
L&G UK Equity UCITS ETF GBP Acc	0.67%	Equity United Kingdom Social/Environmental	207
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental	260
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	592
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.08%	Equity World Low Volatility/Risk Weighted Climate Change	40
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.57%	Equity Europe Financials	1,513
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.23%	Equity Europe Equal Weighted	191
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.03%	Equity World	12
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.19%	Equity Europe Social/Environmental	211
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	1.56%	Equity United Kingdom Social/Environmental	72
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	955
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.36%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,549
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	4.76%	Equity United Kingdom Dividend	119
Amundi MSCI World Ex USA UCITS ETF Acc	0.08%	Equity World	661
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	114
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	9,824
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	127
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	26
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.60%	Equity United Kingdom Social/Environmental Climate Change	28
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	769
Xtrackers FTSE 100 UCITS ETF 1C	0.63%	Equity United Kingdom	101
Invesco RAFI All-World Fundamental Value UCITS ETF	0.01%	Equity World Value	234
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.32%	Equity Europe Social/Environmental	34
Franklin S&P World Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	26
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.81%	Equity Europe Mid Cap	523
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.19%	Equity Europe Social/Environmental Climate Change	94
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.08%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.13%	Equity Europe	4,203
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	80
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	2,149
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,461
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,658
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	13
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.65%	Equity United Kingdom	575
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	541
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	121
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	6,196
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental Climate Change	39
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.07%	Equity World Social/Environmental Catholic principles	103
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.46%	Equity Europe Social/Environmental Climate Change	599
UBS MSCI United Kingdom UCITS ETF GBP acc	0.65%	Equity United Kingdom	2,045
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	93
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	17,028
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.25%	Equity Europe Equal Weighted	58
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.60%	Equity United Kingdom	5,236
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.04%	Equity World	151
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.77%	Equity Europe Social/Environmental	232
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.16%	Equity Europe Social/Environmental	611
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.65%	Equity United Kingdom	355
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.09%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,066
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	740
iShares MSCI Europe SRI UCITS ETF (Acc)	0.57%	Equity Europe Social/Environmental	3,318
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	671
iShares MSCI World SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,620
iShares UK Dividend UCITS ETF	5.13%	Equity United Kingdom Dividend	1,465
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.57%	Equity Europe Social/Environmental	203
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	235
UBS MSCI United Kingdom UCITS ETF GBP dis	0.65%	Equity United Kingdom	120
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.09%	Equity World Social/Environmental	64
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.06%	Equity World Social/Environmental	118
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	417
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.15%	Equity Europe Social/Environmental	85
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	328
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	135
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	158
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.17%	Equity World Social/Environmental	17
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,898
Global X European SuperDividend UCITS ETF EUR Dist	3.18%	Equity Europe Dividend	56
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	98
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	47
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	3,512
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	42
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.20%	Equity Europe Fundamental/Quality	-
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.03%	Equity World Social/Environmental	70
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	1.56%	Equity United Kingdom Social/Environmental	32
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,155
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental Climate Change	192
Global X SuperDividend UCITS ETF Distributing	1.00%	Equity World Dividend	774
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	17
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	78
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	21
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	386
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,610
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	5,317
Amundi UK Equity All Cap UCITS ETF Dist	0.57%	Equity United Kingdom	1,002
iShares Ageing Population UCITS ETF	0.50%	Equity World Health Care Social/Environmental Ageing Population	715
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	278
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental Climate Change	822
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,772
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.09%	Equity World Social/Environmental	285
Invesco Global Active ESG Equity UCITS ETF Acc	0.12%	Equity World Multi-Factor Strategy	2,335
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	1,120
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.13%	Equity Europe	56
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.65%	Equity United Kingdom	8
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	115
HSBC MSCI Europe UCITS ETF EUR	0.14%	Equity Europe	352
UBS FTSE 100 UCITS ETF GBP dis	0.61%	Equity United Kingdom	88
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	731
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.57%	Equity Europe Social/Environmental	7
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	5
Amundi Prime Europe UCITS ETF DR (C)	0.16%	Equity Europe	224
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.70%	Equity Europe Social/Environmental Climate Change	18
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.08%	Equity World Social/Environmental Climate Change	506
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,132
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.65%	Equity Europe Social/Environmental Climate Change	61
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	1.52%	Equity United Kingdom Social/Environmental Climate Change	840
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.19%	Equity World Social/Environmental Multi-Asset Strategy	21
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental	7,042
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,765
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.29%	Equity Europe Social/Environmental	57
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	43,730
HSBC Europe Screened Equity UCITS ETF EUR	0.31%	Equity Europe Social/Environmental Climate Change	19
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,929
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.16%	Equity World Financials Social/Environmental	1,275
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.58%	Equity Europe Financials	754
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	215
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	4,437
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	54
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.65%	Equity United Kingdom	14
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	736
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.19%	Equity Europe Value	32
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	0.17%	Equity World Financials Social/Environmental	4
Global X SuperDividend UCITS ETF USD Accumulating	1.00%	Equity World Dividend	2
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	57
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	58
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.36%	Equity Europe Social/Environmental Climate Change	2,390
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.25%	Equity Europe Social/Environmental	3,351
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,658
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.16%	Equity Europe Social/Environmental	4,858
Xtrackers FTSE 100 UCITS ETF Income 1D	0.63%	Equity United Kingdom	95
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental Climate Change	396
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.65%	Equity Europe Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,636
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.14%	Equity Europe	292
HSBC FTSE 100 UCITS ETF GBP	0.61%	Equity United Kingdom	1,015
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,314
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,282
iShares Edge MSCI Europe Size Factor UCITS ETF	0.47%	Equity Europe Mid Cap	33
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	35
iShares UK Domestic Focus UCITS ETF GBP (Acc)	2.72%	Equity United Kingdom	3
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD	1.38%	Equity World Dividend	1,401
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.17%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	262
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.63%	Equity Europe Social/Environmental	46
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
Xtrackers MSCI Europe Financials UCITS ETF 1C	0.57%	Equity Europe Financials	148
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	277
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.09%	Equity World Dividend	130
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental Climate Change	226
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.54%	Equity United Kingdom	447
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	106
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.13%	Equity Europe	8
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	34
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,578
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	19,685
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	8
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.38%	Equity Europe Social/Environmental	2,503
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.33%	Equity Europe Social/Environmental Catholic principles	34
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	18
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.18%	Equity Europe Social/Environmental	35
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	539
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	1,037
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.56%	Equity Europe Social/Environmental Climate Change	37
UBS Core MSCI Europe UCITS ETF EUR acc	0.15%	Equity Europe	368
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.07%	Equity World Social/Environmental Catholic principles	166
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	80
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	4,551
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	2,766
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	489
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,302
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	98
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	1.52%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.14%	Equity Europe	7,969
State Street SPDR MSCI Europe UCITS ETF EUR	0.14%	Equity Europe	428
Xtrackers MSCI World Financials UCITS ETF 1C	0.14%	Equity World Financials	796
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.31%	Equity Europe Insurance	554
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	340
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.38%	Equity Europe Social/Environmental	4,860
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	60
HSBC Developed World Screened Equity UCITS ETF USD	0.06%	Equity World Social/Environmental Climate Change	430
Global X UK SuperDividend UCITS ETF GBP Dist	4.57%	Equity United Kingdom Dividend	3
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	1.52%	Equity United Kingdom Social/Environmental Climate Change	111
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.08%	Equity World	3,036
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.12%	Equity World Multi-Factor Strategy	159

Performance

Returns overview

YTD	+6.46%
1 month	+11.55%
3 months	+12.90%
6 months	+10.24%
1 year	+8.95%
3 years	+14.75%
5 years	+0.72%
Since inception (MAX)	+8.95%
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).