Pearson

ISIN GB0006776081

WKN 858266

Market cap (in EUR)

9,293 m

Country

United Kingdom

Sector

Consumer Non-Cyclicals

Dividend yield

1.91%

Overview

Quote

Description

Pearson Plc engages in the business of education, business information, and consumer publishing markets. It operates through the following segments: Assessment and Qualifications, Virtual Learning, English Language Learning, Enterprise Learning and Skills, and Higher Education. The Assessment and Qualifications segment includes Pearson VUE, US school assessment, clinical assessment, UK GCSE, A levels and international academic qualifications, and associated courseware including the English-speaking Canadian and Australian K-12 businesses, and PDRI. The Virtual Learning segment is involved in virtual schools and online program management. The English Language Learning segment focuses on Pearson test of English, institutional courseware, and English online solutions. The Enterprise Learning and Skills segment offers vocational qualifications, GED, TalentLens, Faethm, Credly, and enterprise content and training. The Higher Education segment provides U.S., Canadian, and international higher education courseware businesses. The company was founded by Pearson Samuel in 1844 and is headquartered in London, the United Kingdom.

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Consumer Non-Cyclicals Household Services Personal Professional Services United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	9,293 m
EPS, EUR	-
P/B ratio	2.4
P/E ratio	25.6
Dividend yield	1.91%

Income statement (2025)

Revenue, EUR	4,181 m
Net income, EUR	392 m
Profit margin	9.37%

What ETF is Pearson in?

There are 329 ETFs which contain Pearson. All of these ETFs are listed in the table below. The ETF with the largest weighting of Pearson is the iShares STOXX Europe 600 Media UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.02%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	1,053
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	755
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.28%	Equity United Kingdom	182
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.05%	Equity Europe	15,694
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,559
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI Europe High Dividend Yield ESG UCITS ETF 1D	0.52%	Equity Europe Dividend	37
iShares STOXX Europe 600 Media UCITS ETF (DE)	14.24%	Equity Europe Media	29
UBS Core MSCI Europe UCITS ETF EUR dis	0.06%	Equity Europe	1,510
Xtrackers MSCI World ex USA UCITS ETF 1C	0.03%	Equity World	6,041
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	28
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.27%	Equity United Kingdom	986
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	0.23%	Equity United Kingdom	133
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,952
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.36%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI World ex USA UCITS ETF USD acc	0.03%	Equity World	345
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.14%	Equity Europe Social/Environmental	515
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.12%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	44
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.21%	Equity Europe Social/Environmental	21
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	18
HSBC MSCI EUROPE ISLAMIC SCREENED UCITS ETF EUR (Acc)	0.20%	Equity Europe Social/Environmental Islamic Investing	130
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	82
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	598
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental Climate Change	182
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.28%	Equity United Kingdom	2,225
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.00%	Equity World	703
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.06%	Equity Europe Social/Environmental Climate Change	59
Invesco MSCI Europe Equal Weight UCITS ETF	0.31%	Equity Europe Equal Weighted	207
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.06%	Equity Europe	20,147
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.07%	Equity Europe Social/Environmental	1,806
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.06%	Equity Europe	14
Amundi MSCI Europe UCITS ETF	0.06%	Equity Europe	611
Amundi MSCI World ESG Selection UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,830
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
Invesco FTSE All Share Screened & Tilted UCITS ETF	1.04%	Equity United Kingdom Social/Environmental Climate Change	46
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	409
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.03%	Equity World	44
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	95
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.28%	Equity United Kingdom	3,661
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	55
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.25%	Equity United Kingdom	391
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,822
Xtrackers MSCI World ESG UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,131
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.07%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.47%	Equity Europe Low Volatility/Risk Weighted	874
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,240
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	783
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.81%	Equity United Kingdom Multi-Factor Strategy	9
iShares MSCI Europe Mid Cap UCITS ETF	0.30%	Equity Europe Mid Cap	30
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	235
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.05%	Equity Europe	10,612
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	1,261
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.13%	Equity Europe Social/Environmental	1,075
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.08%	Equity Europe Social/Environmental	122
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	9,106
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A)	0.14%	Equity World Consumer Discretionary Social/Environmental	261
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.28%	Equity United Kingdom	18,662
Amundi Prime Europe UCITS ETF DR (D)	0.06%	Equity Europe	251
Amundi MSCI Europe Growth UCITS ETF Dist	0.06%	Equity Europe Growth	90
Invesco Europe Enhanced Equity UCITS ETF Acc	0.15%	Equity Europe Multi-Factor Strategy	272
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.12%	Equity World Equal Weighted	41
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.08%	Equity World Dividend	25
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.11%	Equity Europe Social/Environmental	1,110
Amundi MSCI Europe Action UCITS ETF Dist	0.09%	Equity Europe Social/Environmental Climate Change	2,288
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental	109
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	488
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.16%	Equity World Low Volatility/Risk Weighted Climate Change	63
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity Europe Social/Environmental Climate Change	7
Amundi Core MSCI Europe UCITS ETF Acc	0.06%	Equity Europe	4,116
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	58
CT QR Series European Equity Active UCITS ETF EUR Dist	0.09%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	61
Invesco FTSE All Share Screened & Tilted UCITS ETF	1.04%	Equity United Kingdom Social/Environmental Climate Change	10
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,192
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	312
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	2,790
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	27
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,729
iShares Digital Entertainment and Education UCITS ETF USD (Acc)	0.99%	Equity World Social/Environmental Digitalisation	59
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.04%	Equity World Social/Environmental Climate Change	4,258
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.03%	Equity World	0
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.06%	Equity Europe Growth	175
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,519
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	2,715
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,349
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	258
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.36%	Equity Europe Social/Environmental Climate Change	411
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	65
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.28%	Equity United Kingdom	60
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	108
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,413
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.04%	Equity World Social/Environmental Climate Change	353
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	89
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	0.50%	Equity United Kingdom Social/Environmental	16
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	889
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.04%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.11%	Equity Europe Social/Environmental Climate Change	26
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.04%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.02%	Equity World Social/Environmental	316
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	1,815
UBS MSCI World Selection UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	294
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.02%	Equity World Social/Environmental	1,078
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	19
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.06%	Equity Europe	125
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	1,203
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.27%	Equity United Kingdom	91
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	441
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	14,325
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.05%	Equity Europe	103
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	7
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	30
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	54
UBS Core MSCI Europe UCITS ETF USD acc	0.06%	Equity Europe	49
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	905
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.49%	Equity United Kingdom Social/Environmental Climate Change	16
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.01%	Equity World	448
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.12%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.06%	Equity Europe	136
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	125,594
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.06%	Equity Europe	1,227
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	5
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	100
Amundi Core MSCI Europe UCITS ETF Dist	0.06%	Equity Europe	454
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	826
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	59
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	0.53%	Equity World Social/Environmental	3
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	22,940
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental Climate Change	182
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	0.62%	Equity United Kingdom Social/Environmental Climate Change	11
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	14,596
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.06%	Equity Europe	147
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Islamic Investing	110
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.03%	Equity World	2
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.01%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.06%	Equity Europe	4,679
Amundi MSCI World Ex USA UCITS ETF Dist	0.03%	Equity World	127
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	2
L&G UK Equity UCITS ETF GBP Acc	0.28%	Equity United Kingdom Social/Environmental	217
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	272
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	600
Invesco Global Active Defensive ESG Equity UCITS ETF	0.16%	Equity World Low Volatility/Risk Weighted Climate Change	50
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.23%	Equity Europe Equal Weighted	195
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.08%	Equity Europe Social/Environmental	211
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	0.50%	Equity United Kingdom Social/Environmental	74
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	981
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.06%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	1,612
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP	1.83%	Equity United Kingdom Dividend	125
Amundi MSCI World Ex USA UCITS ETF Acc	0.03%	Equity World	633
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	118
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	9,953
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	129
iShares FTSE All-World UCITS ETF USD (Acc)	0.01%	Equity World	26
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.49%	Equity United Kingdom Social/Environmental Climate Change	29
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	776
iShares UK Foreign Focus UCITS ETF GBP (Acc)	0.32%	Equity United Kingdom	3
Xtrackers FTSE 100 UCITS ETF 1C	0.29%	Equity United Kingdom	103
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	239
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.11%	Equity Europe Social/Environmental	32
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	26
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.30%	Equity Europe Mid Cap	570
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.13%	Equity Europe Social/Environmental Climate Change	102
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.03%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.06%	Equity Europe	4,218
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF EUR (Acc)	0.05%	Equity Europe Low Volatility/Risk Weighted	29
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	80
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	2,342
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,472
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,724
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.01%	Equity World	16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.05%	Equity World Multi-Factor Strategy	997
UBS MSCI United Kingdom UCITS ETF hEUR acc	0.27%	Equity United Kingdom	579
Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR)	1.06%	Equity Europe Social/Environmental	17
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	561
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	122
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.10%	Equity World Social/Environmental	4
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	6,513
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (D)	0.14%	Equity World Consumer Discretionary Social/Environmental	12
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	1,823
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental Climate Change	37
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.03%	Equity World Social/Environmental Catholic principles	102
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.03%	Equity Europe Social/Environmental Climate Change	602
UBS MSCI United Kingdom UCITS ETF GBP acc	0.27%	Equity United Kingdom	2,086
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	83
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	17,443
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.31%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.28%	Equity United Kingdom	5,349
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	165
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.26%	Equity Europe Social/Environmental	233
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.07%	Equity Europe Social/Environmental	606
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.27%	Equity United Kingdom	355
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,096
Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C	0.09%	Equity World Consumer Discretionary	359
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist)	0.20%	Equity World Consumer Discretionary	93
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	742
iShares MSCI Europe SRI UCITS ETF (Acc)	0.21%	Equity Europe Social/Environmental	3,308
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	644
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.07%	Equity Europe Social/Environmental Climate Change	6
iShares MSCI World SRI UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,534
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental	203
Xtrackers MSCI World ex USA UCITS ETF 1D	0.03%	Equity World	241
UBS MSCI United Kingdom UCITS ETF GBP dis	0.27%	Equity United Kingdom	122
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.03%	Equity World Social/Environmental	63
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	436
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.06%	Equity Europe Social/Environmental	85
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	333
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	137
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	143
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental	17
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,983
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	0.09%	Equity Europe	11
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	96
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.03%	Equity World Social/Environmental Climate Change	46
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	3,611
UBS MSCI World Selection UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	94
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.47%	Equity Europe Low Volatility/Risk Weighted	25
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.09%	Equity Europe Fundamental/Quality	-
iShares MSCI World Islamic UCITS ETF	0.03%	Equity World Islamic Investing	1,286
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	0.50%	Equity United Kingdom Social/Environmental	32
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,144
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	187
iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc)	0.77%	Equity Europe Consumer Discretionary	95
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	17
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	79
Xtrackers MSCI World ESG UCITS ETF 1D	0.02%	Equity World Social/Environmental	15
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	390
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,336
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,630
Amundi UK Equity All Cap UCITS ETF Dist	0.28%	Equity United Kingdom	1,018
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	278
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental Climate Change	808
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,852
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.03%	Equity World Social/Environmental	269
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.05%	Equity Europe	1,202
Xtrackers MSCI Global SDGs UCITS ETF 1C	0.60%	Equity World Social/Environmental	6
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.06%	Equity Europe	55
UBS MSCI United Kingdom UCITS ETF hEUR dis	0.27%	Equity United Kingdom	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	119
HSBC MSCI Europe UCITS ETF EUR	0.05%	Equity Europe	351
UBS FTSE 100 UCITS ETF GBP dis	0.28%	Equity United Kingdom	90
UBS MSCI World Selection UCITS ETF USD acc	0.02%	Equity World Social/Environmental	646
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.21%	Equity Europe Social/Environmental	7
Amundi MSCI World Ex USA Screened UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	5
Amundi Prime Europe UCITS ETF DR (C)	0.06%	Equity Europe	227
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF	0.21%	Equity Europe Social/Environmental Climate Change	18
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.03%	Equity World Social/Environmental Climate Change	500
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,179
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.27%	Equity Europe Social/Environmental Climate Change	59
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	0.62%	Equity United Kingdom Social/Environmental Climate Change	864
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental	6,999
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,778
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.36%	Equity Europe Social/Environmental	68
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.13%	Equity Europe Social/Environmental	57
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	45,097
HSBC Europe Screened Equity UCITS ETF EUR	0.03%	Equity Europe Social/Environmental Climate Change	19
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,938
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	217
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,349
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.01%	Equity World	53
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.27%	Equity United Kingdom	11
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	380
Invesco RAFI Europe Fundamental Value UCITS ETF	0.09%	Equity Europe Value	33
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	60
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.06%	Equity Europe Social/Environmental Climate Change	2,386
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.09%	Equity Europe Social/Environmental	3,370
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	29,940
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.06%	Equity Europe Social/Environmental	4,672
Xtrackers FTSE 100 UCITS ETF Income 1D	0.29%	Equity United Kingdom	96
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental Climate Change	141
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.09%	Equity World Multi-Factor Strategy	590
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.27%	Equity Europe Social/Environmental Climate Change	3
State Street SPDR MSCI World Consumer Discretionary UCITS ETF USD	0.08%	Equity World Consumer Discretionary	58
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.10%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	1,640
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.05%	Equity Europe	290
HSBC FTSE 100 UCITS ETF GBP	0.28%	Equity United Kingdom	1,030
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,346
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,293
iShares Edge MSCI Europe Size Factor UCITS ETF	0.46%	Equity Europe Mid Cap	34
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.02%	Equity World Islamic Investing	947
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	61
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.08%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	269
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100
Xtrackers MSCI Europe UCITS ETF 1D	0.05%	Equity Europe	143
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental Climate Change	183
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.25%	Equity United Kingdom	454
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	107
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.06%	Equity Europe	8
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.13%	Equity Europe Social/Environmental Climate Change	43
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,592
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	19,934
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.19%	Equity Europe Social/Environmental	2,383
Invesco MSCI Europe Catholic Principles UCITS ETF	0.14%	Equity Europe Social/Environmental Catholic principles	41
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.49%	Equity World Social/Environmental Climate Change	17
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.08%	Equity Europe Social/Environmental	34
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	548
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.81%	Equity United Kingdom Multi-Factor Strategy	4
State Street SPDR MSCI Europe Consumer Discretionary UCITS ETF EUR	0.78%	Equity Europe Consumer Discretionary	113
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	1,054
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.13%	Equity Europe Social/Environmental Climate Change	37
UBS Core MSCI Europe UCITS ETF EUR acc	0.06%	Equity Europe	505
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.03%	Equity World Social/Environmental Catholic principles	165
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	81
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,604
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.06%	Equity Europe	2,828
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.06%	Equity Europe Social/Environmental	496
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	101
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,270
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	17
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	0.62%	Equity United Kingdom Social/Environmental Climate Change	0
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	0
Xtrackers MSCI Europe UCITS ETF 1C	0.05%	Equity Europe	8,001
State Street SPDR MSCI Europe UCITS ETF EUR	0.05%	Equity Europe	392
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental Climate Change	337
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.19%	Equity Europe Social/Environmental	4,843
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	62
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	0.62%	Equity United Kingdom Social/Environmental Climate Change	49
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.03%	Equity World	2,982

Performance

Returns overview

YTD	+16.56%
1 month	+7.50%
3 months	+16.67%
6 months	+24.95%
1 year	+16.45%
3 years	+45.97%
5 years	+52.29%
Since inception (MAX)	-5.52%
2025	-17.74%
2024	+32.07%
2023	+2.96%
2022	+56.46%

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).