Legal & General Group

ISIN GB0005603997

WKN 851584

Market cap (in EUR)

17,214 m

Country

United Kingdom

Sector

Finance

Dividend yield

8.16%

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	17,214 m
EPS, EUR	-
P/B ratio	7.8
P/E ratio	66.1
Dividend yield	8.16%

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	796
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	689
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.58%	Equity United Kingdom	171
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	14,871
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,055
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	33
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	1,051
SPDR MSCI World Financials UCITS ETF	0.14%	Equity World Financials	295
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	4,833
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	433
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.63%	Equity United Kingdom	493
iShares MSCI UK UCITS ETF (Acc)	0.63%	Equity United Kingdom	128
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,342
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	81
SPDR STOXX Europe 600 SRI UCITS ETF	0.27%	Equity Europe Social/Environmental	534
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	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	81
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	70
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	485
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental Climate Change	142
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.58%	Equity United Kingdom	2,786
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	433
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	369
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.13%	Equity Europe	16,671
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.16%	Equity Europe Social/Environmental	1,437
Amundi MSCI Europe UCITS ETF Acc	0.15%	Equity Europe	625
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	1,791
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	15
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	1.00%	Equity United Kingdom Social/Environmental Climate Change	56
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Climate Change	369
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	3,413
SPDR FTSE UK All Share UCITS ETF	0.52%	Equity United Kingdom	140
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,581
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,528
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,980
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	693
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	202
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,880
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,211
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.30%	Equity Europe Social/Environmental	1,042
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.18%	Equity Europe Social/Environmental	133
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	7,428
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.61%	Equity Europe Social/Environmental	1,217
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.58%	Equity United Kingdom	16,813
Amundi Prime Europe UCITS ETF DR (D)	0.14%	Equity Europe	215
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	33
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	1,106
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.16%	Equity World Social/Environmental Climate Change	468
Amundi Core MSCI Europe UCITS ETF Acc	0.14%	Equity Europe	4,027
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	920
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.11%	Equity World Social/Environmental Climate Change	191
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.15%	Equity World Financials Social/Environmental	107
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,130
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	4.85%	Equity United Kingdom Dividend	73
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	20
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,434
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.04%	Equity World Social/Environmental	234
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	3,846
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	907
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	1,798
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.28%	Equity Europe Social/Environmental Climate Change	435
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	59
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.58%	Equity United Kingdom	46
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	128
Xtrackers MSCI UK ESG UCITS ETF 1D	1.28%	Equity United Kingdom Social/Environmental	657
JPMorgan UK Equity Core UCITS ETF GBP (dist)	0.20%	Equity United Kingdom	97
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,402
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	301
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	127
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.32%	Equity Europe Social/Environmental Climate Change	2
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	399
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental Climate Change	35
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	1,567
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	899
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	269
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	122
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	982
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.63%	Equity United Kingdom	103
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	32
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	83
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.69%	Equity World Financials Social/Environmental	521
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	37
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	712
HSBC UK Screened Equity UCITS ETF GBP (Dist)	0.55%	Equity United Kingdom Social/Environmental Climate Change	7
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	364
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	129
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	110,458
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.13%	Equity Europe	985
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	78
Amundi Core MSCI Europe UCITS ETF Dist	0.14%	Equity Europe	688
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	675
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental	2,616
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	40
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,333
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental Climate Change	597
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	8,095
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	112
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	32
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.14%	Equity Europe	4,469
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Ex USA UCITS ETF Dist	0.09%	Equity World	109
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	976
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.60%	Equity Europe Financials	1,957
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	203
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.20%	Equity Europe Social/Environmental	173
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	1.42%	Equity United Kingdom Social/Environmental	69
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	1,051
SPDR S&P UK Dividend Aristocrats UCITS ETF (Dist)	4.57%	Equity United Kingdom Dividend	151
Amundi MSCI World Ex USA UCITS ETF Acc	0.09%	Equity World	537
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	92
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,035
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	112
HSBC UK Screened Equity UCITS ETF GBP	0.55%	Equity United Kingdom Social/Environmental Climate Change	31
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	488
Xtrackers FTSE 100 UCITS ETF 1C	0.59%	Equity United Kingdom	98
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.36%	Equity Europe Social/Environmental	30
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	514
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	3,563
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,079
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,334
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,944
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.63%	Equity United Kingdom	407
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	434
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	131
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.04%	Equity World	4,339
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental Climate Change	36
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	637
UBS MSCI United Kingdom UCITS ETF GBP acc	0.63%	Equity United Kingdom	2,709
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	87
SPDR MSCI World UCITS ETF	0.02%	Equity World	14,071
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	167
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.58%	Equity United Kingdom	4,989
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.04%	Equity World	81
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.66%	Equity Europe Social/Environmental	234
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	235
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	3,513
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	590
iShares MSCI Europe SRI UCITS ETF (Acc)	0.62%	Equity Europe Social/Environmental	2,934
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	786
iShares MSCI World SRI UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	1,430
iShares UK Dividend UCITS ETF	4.65%	Equity United Kingdom Dividend	1,373
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.62%	Equity Europe Social/Environmental	222
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	206
UBS MSCI United Kingdom UCITS ETF GBP dis	0.63%	Equity United Kingdom	61
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.10%	Equity World Social/Environmental	57
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.05%	Equity World Social/Environmental	103
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	259
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	5,125
Global X European SuperDividend UCITS ETF EUR Dist	3.12%	Equity Europe Dividend	28
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	83
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	31
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	978
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental Climate Change	116
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	191
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	369
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,874
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,354
Amundi UK Equity All Cap UCITS ETF Dist	0.55%	Equity United Kingdom	787
iShares Ageing Population UCITS ETF	0.45%	Equity World Health Care Social/Environmental Ageing Population	570
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	284
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental Climate Change	777
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	178
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.10%	Equity World Social/Environmental	274
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	1,475
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.13%	Equity Europe	48
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	107
HSBC MSCI Europe UCITS ETF EUR	0.14%	Equity Europe	333
UBS FTSE 100 UCITS ETF GBP dis	0.58%	Equity United Kingdom	94
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	646
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	175
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	500
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,331
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	873
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)	0.10%	Equity World Social/Environmental	6,272
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,607
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	29,558
HSBC Europe Screened Equity UCITS ETF EUR	0.32%	Equity Europe Social/Environmental Climate Change	29
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,498
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.15%	Equity World Financials Social/Environmental	669
SPDR MSCI Europe Financials UCITS ETF	0.61%	Equity Europe Financials	747
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	162
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	3,818
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	43
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	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	0.10%	Equity World Financials Social/Environmental	4
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	57
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.34%	Equity Europe Social/Environmental Climate Change	2,442
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	22,563
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.16%	Equity Europe Social/Environmental	4,671
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	213
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	1,062
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.15%	Equity Europe	250
HSBC FTSE 100 UCITS ETF GBP	0.61%	Equity United Kingdom	870
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	913
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,827
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	1,300
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	92
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	0.90%	Equity Europe Financials Social/Environmental	139
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	139
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	206
SPDR FTSE UK All Share UCITS ETF	0.52%	Equity United Kingdom	449
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,118
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	16,479
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.39%	Equity Europe Social/Environmental	2,183
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	35
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	475
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	920
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	176
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	147
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	2,987
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	2,293
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	456
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,184
Xtrackers MSCI Europe UCITS ETF 1C	0.14%	Equity Europe	7,315
SPDR MSCI Europe UCITS ETF	0.14%	Equity Europe	391
Xtrackers MSCI World Financials UCITS ETF 1C	0.14%	Equity World Financials	2,511
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.08%	Equity Europe Insurance	424
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	286
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.38%	Equity Europe Social/Environmental	4,431
HSBC Developed World Screened Equity UCITS ETF USD	0.06%	Equity World Social/Environmental Climate Change	271
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	114
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.08%	Equity World	2,191

Performance

Returns overview

YTD	+6.08%
1 month	+4.10%
3 months	+15.77%
6 months	+6.08%
1 year	+13.88%
3 years	+5.28%
5 years	+3.33%
Since inception (MAX)	+8.56%
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).