Prudential Plc

ISIN GB0007099541

WKN 852069

Market cap (in EUR)

29,984 m

Country

Hong Kong

Sector

Finance

Dividend yield

1.93%

Overview

Quote

Back the AI boom. AI’s reshaping markets. Tired of watching? Invest with Xtrackers. Capital at risk. Find out more

In paid partnership.

Description

Prudential Plc engages in providing life and health insurance, as well as asset management services. The firm’s offerings include life and medical insurance, savings and investment-linked products, retirement and pension solutions, wealth and asset management services, and protection products designed for both individuals and businesses. It operates through the following geographical segments: Hong Kong, Indonesia, Mainland China, Malaysia, Singapore, Growth Markets and Other, and Eastspring. The company was founded on May 30, 1848 and is headquartered in Hong Kong.

Show more Show less

Finance Insurance Hong Kong

Chart

Financials

Key metrics

Market capitalisation, EUR	29,984 m
EPS, EUR	-
P/B ratio	1.7
P/E ratio	8.8
Dividend yield	1.93%

Income statement (2025)

Revenue, EUR	24,615 m
Net income, EUR	3,528 m
Profit margin	14.33%

JPM Equity Premium Income Active ETFs

Upgrade your income.

Explore

Capital at risk

What ETF is Prudential Plc in?

There are 371 ETFs which contain Prudential Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Prudential Plc is the Amundi STOXX Europe 600 Insurance UCITS ETF Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	1,227
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.93%	Equity United Kingdom	256
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.22%	Equity Europe	16,364
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	2,003
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	48
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.10%	Equity World Fundamental/Quality	5,967
UBS Core MSCI Europe UCITS ETF EUR dis	0.22%	Equity Europe	1,706
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.04%	Equity World	12
State Street SPDR MSCI World Financials UCITS ETF USD	0.21%	Equity World Financials	358
Xtrackers MSCI World ex USA UCITS ETF 1C	0.13%	Equity World	7,140
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	1
Invesco MSCI World UCITS ETF Acc	0.04%	Equity World	9,534
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	31
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	1.06%	Equity United Kingdom	619
UBS MSCI United Kingdom UCITS ETF hUSD acc	1.00%	Equity United Kingdom	1,061
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	1.00%	Equity United Kingdom	221
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.42%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	2,173
UBS MSCI World ex USA UCITS ETF USD acc	0.12%	Equity World	551
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.44%	Equity Europe Social/Environmental	697
CT QR Series Global Equity Active UCITS ETF USD Dist	0.10%	Equity World Fundamental/Quality	2
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.03%	Equity World	288
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	26
iShares MSCI All Country World UCITS ETF USD (Dist)	0.03%	Equity World	34
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	88
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.04%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	566
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.07%	Equity World	166
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.21%	Equity Europe	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.08%	Equity Europe Social/Environmental Climate Change	214
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.92%	Equity United Kingdom	2,341
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	864
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	180
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.29%	Equity Europe Social/Environmental Climate Change	63
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.18%	Equity Europe Covered Call Alternative Investments	27
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.25%	Equity Europe Equal Weighted	222
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.21%	Equity Europe	22,343
BNP Paribas Easy Alpha Enhanced World UCITS ETF EUR Acc	0.11%	Equity World Multi-Factor Strategy	21
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.25%	Equity Europe Social/Environmental	1,809
Goldman Sachs Alpha Enhanced World ex USA Equity Active UCITS ETF Class USD (Dist)	0.44%	Equity World Social/Environmental	2
Amundi MSCI Europe UCITS ETF Acc	0.23%	Equity Europe	618
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.21%	Equity Europe	15
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.05%	Equity World Multi-Factor Strategy	5
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	0.41%	Equity United Kingdom Social/Environmental Climate Change	49
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	449
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.08%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	105
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.93%	Equity United Kingdom	4,017
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	75
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.81%	Equity United Kingdom	398
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,740
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.03%	Equity World Social/Environmental	621
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.09%	Equity World Multi-Factor Strategy	76
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.18%	Equity Europe Social/Environmental	119
Amundi Core MSCI World Swap UCITS ETF Dist	0.04%	Equity World	6,750
Amundi Core MSCI World UCITS ETF 2 Acc	0.03%	Equity World	3
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,163
Xtrackers MSCI World Quality UCITS ETF 1C	0.10%	Equity World Fundamental/Quality	2,719
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	679
WisdomTree Megatrends UCITS ETF USD	0.03%	Equity World Social/Environmental Innovation	60
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.19%	Equity United Kingdom Multi-Factor Strategy	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	83
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	111
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.22%	Equity Europe	11,004
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.81%	Equity Europe Fundamental/Quality	631
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	0.12%	Equity World Financials Social/Environmental	0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.29%	Equity Europe Social/Environmental	135
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.07%	Equity World Dividend	10,416
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.04%	Equity World	56
Amundi MSCI World Swap II UCITS ETF Acc	0.04%	Equity World	767
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.93%	Equity United Kingdom	19,768
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.18%	Equity Europe Social/Environmental	2,941
Amundi Prime Europe UCITS ETF DR (D)	0.23%	Equity Europe	285
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.31%	Equity Europe Social/Environmental	109
Amundi MSCI Europe Quality Factor UCITS ETF EUR (C)	0.53%	Equity Europe Fundamental/Quality	267
Amundi MSCI Europe Growth UCITS ETF Dist	0.47%	Equity Europe Growth	93
Invesco Europe Enhanced Equity UCITS ETF Acc	0.41%	Equity Europe Multi-Factor Strategy	312
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	44
Amundi MSCI Europe Action UCITS ETF Dist	0.23%	Equity Europe Social/Environmental Climate Change	2,216
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.24%	Equity Europe Social/Environmental Climate Change	7
Amundi Core MSCI Europe UCITS ETF Acc	0.23%	Equity Europe	4,285
CT QR Series European Equity Active UCITS ETF EUR Dist	0.33%	Equity Europe Fundamental/Quality	1
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	0.41%	Equity United Kingdom Social/Environmental Climate Change	10
Amundi MSCI World Swap II UCITS ETF Dist	0.04%	Equity World	8,861
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.42%	Equity Europe Social/Environmental	644
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	272
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.24%	Equity World Financials Social/Environmental	35
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	3,368
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	35
Amundi Core MSCI World Swap UCITS ETF Acc	0.04%	Equity World	15
Amundi STOXX Europe 600 Insurance UCITS ETF Dist	3.53%	Equity Europe Insurance	35
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	14,355
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.12%	Equity World	5
Amundi MSCI Europe Growth UCITS ETF Acc	0.47%	Equity Europe Growth	163
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	8
CT QR Series Global Equity Active UCITS ETF USD Acc	0.10%	Equity World Fundamental/Quality	179
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	2,026
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.03%	Equity World	4,009
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.07%	Equity World Dividend	3,313
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	280
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	66
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.93%	Equity United Kingdom	45
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.21%	Equity Europe	8
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	120
BNP Paribas Easy Alpha Enhanced Europe UCITS ETF Acc	0.36%	Equity Europe Multi-Factor Strategy	64
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity Emerging Markets Social/Environmental	36
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	1.06%	Equity United Kingdom	238
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,348
iShares FTSE All World UCITS ETF USD (Dist)	0.03%	Equity World	1
iShares MSCI World Swap UCITS ETF USD (Acc)	0.04%	Equity World	2,194
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	216
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	969
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.08%	Equity Europe Social/Environmental Climate Change	28
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.04%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	17
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	20
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.03%	Equity World Social/Environmental	167
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.21%	Equity Europe	139
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,139
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	1.00%	Equity United Kingdom	104
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	412
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	15,487
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.23%	Equity Europe	95
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	5,891
Amundi MSCI World Financials UCITS ETF EUR Acc	0.22%	Equity World Financials	136
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.12%	Equity World Financials Social/Environmental	204
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	0.93%	Equity United Kingdom	4
Amundi Core FTSE 100 Swap UCITS ETF Acc	0.93%	Equity United Kingdom	771
UBS Core MSCI Europe UCITS ETF USD acc	0.22%	Equity Europe	140
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.13%	Equity World Social/Environmental Climate Change	64
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.04%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.95%	Equity United Kingdom Social/Environmental Climate Change	6
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.04%	Equity World	1,722
BNP Paribas Easy Alpha Enhanced World UCITS ETF USD Acc	0.11%	Equity World Multi-Factor Strategy	20
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	8
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	500
Xtrackers MSCI World Swap UCITS ETF 1D	0.04%	Equity World	5,907
UBS Core MSCI Europe UCITS ETF hEUR acc	0.22%	Equity Europe	148
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.14%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	131,829
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.21%	Equity Europe	1,538
iShares Europe Equity Enhanced Active UCITS ETF EUR (Dist)	0.58%	Equity Europe Social/Environmental	0
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	111
Amundi Core MSCI Europe UCITS ETF Dist	0.23%	Equity Europe	438
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	993
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	70
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.03%	Equity World	1,924
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	62
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	23,986
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	18,366
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core MSCI Europe UCITS ETF hCHF acc	0.22%	Equity Europe	163
UBS MSCI World ex USA UCITS ETF USD dis	0.12%	Equity World	6
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	720
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.14%	Equity Europe Social/Environmental Climate Change	18
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.13%	Equity World	4
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.03%	Equity World	70
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	20
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.22%	Equity Europe	4,925
Xtrackers Stoxx Europe 600 II UCITS ETF 1D	0.21%	Equity Europe	5
Amundi MSCI World Ex USA UCITS ETF Dist	0.12%	Equity World	133
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	526
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	684
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	288
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.88%	Equity Europe Financials	652
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	216
Xtrackers MSCI World IMI UCITS ETF 1C	0.03%	Equity World	24
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.29%	Equity Europe Social/Environmental	186
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	1,138
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.29%	Equity Europe Social/Environmental Climate Change	61
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	2,075
Amundi MSCI World Ex USA UCITS ETF Acc	0.12%	Equity World	684
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	11,981
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.03%	Equity World	2,159
iShares FTSE All World UCITS ETF USD (Acc)	0.03%	Equity World	35
HSBC UK Screened Equity UCITS ETF GBP	0.95%	Equity United Kingdom Social/Environmental Climate Change	25
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	636
iShares UK Foreign Focus UCITS ETF GBP (Acc)	1.06%	Equity United Kingdom	3
Xtrackers FTSE 100 UCITS ETF 1C	0.93%	Equity United Kingdom	112
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	111
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	425
Amundi MSCI World Financials UCITS ETF USD Acc	0.22%	Equity World Financials	492
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.02%	Equity World Social/Environmental	6
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.03%	Equity World	104
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	30
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	0.25%	Equity Asia Pacific Social/Environmental	395
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.14%	Equity Europe Social/Environmental Climate Change	105
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.13%	Equity World	12
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.21%	Equity Europe	4,356
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	34
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	3,388
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,495
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.03%	Equity World Social/Environmental	35
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	6,159
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	1,764
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.04%	Equity World	28
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.41%	Equity World Multi-Factor Strategy	1,034
UBS MSCI United Kingdom UCITS ETF hEUR acc	1.00%	Equity United Kingdom	584
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	774
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	139
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	8,521
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.02%	Equity World Social/Environmental	4
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.11%	Equity World Social/Environmental Catholic principles	103
Amundi STOXX Europe 600 Insurance UCITS ETF Acc	3.53%	Equity Europe Insurance	121
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.31%	Equity Europe Social/Environmental Climate Change	647
UBS MSCI United Kingdom UCITS ETF GBP acc	1.00%	Equity United Kingdom	2,206
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	18,777
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.25%	Equity Europe Equal Weighted	62
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.92%	Equity United Kingdom	5,611
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	246
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.03%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.03%	Equity World	129
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.26%	Equity Europe Social/Environmental	816
UBS MSCI United Kingdom UCITS ETF hCHF acc	1.00%	Equity United Kingdom	387
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.14%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,199
Xtrackers MSCI World Swap UCITS ETF 1C	0.04%	Equity World	5,410
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	598
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.03%	Equity World	1,641
BNP Paribas Easy MSCI Europe UCITS ETF USD	0.22%	Equity Europe	0
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.03%	Equity World	2,501
Amundi Core FTSE 100 Swap UCITS ETF Dist	0.93%	Equity United Kingdom	51
Xtrackers MSCI World ex USA UCITS ETF 1D	0.13%	Equity World	249
UBS MSCI United Kingdom UCITS ETF GBP dis	1.00%	Equity United Kingdom	119
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.07%	Equity World	11
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	444
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.24%	Equity Europe Social/Environmental	87
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	361
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.03%	Equity World	90
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	194
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	6,509
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity Emerging Markets Social/Environmental	2,016
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	0.32%	Equity Europe	11
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	4,301
Scalable MSCI AC World Xtrackers UCITS ETF 1D	0.03%	Equity World	0
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	0.33%	Equity Europe Fundamental/Quality	77
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.21%	Equity World Fundamental/Quality	238
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	23
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,013
UBS MSCI ACWI SF UCITS ETF USD acc	0.03%	Equity World	3,978
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	195
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.22%	Equity Europe	129
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental	2
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.04%	Equity World	47
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.58%	Equity Europe Social/Environmental	768
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	93
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	5,173
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,620
Amundi UK Equity All Cap Index UCITS ETF Dist	0.88%	Equity United Kingdom	1,177
iShares Ageing Population UCITS ETF	0.50%	Equity World Health Care Social/Environmental Ageing Population	809
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	259
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,880
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.22%	Equity Europe	1,330
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.21%	Equity Europe	55
UBS MSCI United Kingdom UCITS ETF hEUR dis	1.00%	Equity United Kingdom	19
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	130
Amundi MSCI World Swap UCITS ETF USD Acc	0.04%	Equity World	81
HSBC MSCI Europe UCITS ETF EUR	0.23%	Equity Europe	370
UBS FTSE 100 UCITS ETF GBP dis	0.92%	Equity United Kingdom	93
Goldman Sachs Alpha Enhanced World ex USA Equity Active UCITS ETF Class USD (Acc)	0.44%	Equity World Social/Environmental	2
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.04%	Equity World	637
UBS MSCI World ex USA UCITS ETF hCHF acc	0.12%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.04%	Equity World	604
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	965
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	93
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental Climate Change	5
Amundi Prime Europe UCITS ETF DR (C)	0.23%	Equity Europe	347
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.23%	Equity Europe Social/Environmental Climate Change	23
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	8,455
VanEck World Equal Weight Screened UCITS ETF A	0.31%	Equity World Equal Weighted	1,568
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,824
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.04%	Equity World	1
Invesco MSCI World UCITS ETF Dist	0.04%	Equity World	-
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.03%	Equity World	523
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	56,306
HSBC Europe Screened Equity UCITS ETF EUR	0.23%	Equity Europe Social/Environmental Climate Change	19
Amundi Core Stoxx Europe 600 UCITS ETF Dist	0.21%	Equity Europe	8
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	1
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	2,268
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.24%	Equity World Financials Social/Environmental	762
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.89%	Equity Europe Financials	813
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.03%	Equity World	75
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	246
Invesco MSCI Europe UCITS ETF	0.22%	Equity Europe	56
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,638
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	57
UBS MSCI United Kingdom UCITS ETF hUSD dis	1.00%	Equity United Kingdom	51
Invesco Global Enhanced Equity UCITS ETF Acc	0.05%	Equity World Multi-Factor Strategy	1,397
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.16%	Equity Europe Value	34
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.23%	Equity World Financials Social/Environmental	6
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.07%	Equity Emerging Markets Social/Environmental	177
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	218
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.21%	Equity World Social/Environmental Multi-Asset Strategy	43
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	60
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.29%	Equity Europe Social/Environmental Climate Change	2,390
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.23%	Equity Europe Social/Environmental	3,809
iShares MSCI All Country World UCITS ETF USD (Acc)	0.03%	Equity World	31,530
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.26%	Equity Europe Social/Environmental	5,090
Xtrackers FTSE 100 UCITS ETF Income 1D	0.93%	Equity United Kingdom	102
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.46%	Equity Europe Social/Environmental	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,809
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	23
Amundi Core MSCI ACWI Swap UCITS ETF Acc	0.03%	Equity World	100
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.23%	Equity Europe	326
HSBC FTSE 100 UCITS ETF GBP	0.93%	Equity United Kingdom	1,048
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,492
Invesco FTSE 100 UCITS ETF	0.93%	Equity United Kingdom	44
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,387
Xtrackers FTSE All-World UCITS ETF 1C	0.03%	Equity World	183
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.31%	Equity Europe Social/Environmental Climate Change	18
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	292
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.13%	Equity World Social/Environmental	1
Xtrackers MSCI Europe Financials UCITS ETF 1C	0.88%	Equity Europe Financials	148
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.18%	Equity Europe Covered Call Alternative Investments	128
Xtrackers MSCI Europe UCITS ETF 1D	0.23%	Equity Europe	382
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.03%	Equity World	129
VanEck Multi-Asset Growth Allocation UCITS ETF	0.29%	Equity World Social/Environmental Multi-Asset Strategy	35
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	0.93%	Equity United Kingdom	38
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.81%	Equity United Kingdom	474
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	99
Amundi MSCI World Swap UCITS ETF EUR Dist	0.04%	Equity World	462
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.21%	Equity Europe	13
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.12%	Equity Europe Social/Environmental Climate Change	35
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,761
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	22,038
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.05%	Equity World Multi-Factor Strategy	10
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.19%	Equity Europe Social/Environmental	2,394
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.56%	Equity Europe Social/Environmental Catholic principles	56
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.29%	Equity Europe Social/Environmental	37
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	551
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	18
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.81%	Equity Europe Fundamental/Quality	30
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.03%	Equity World	138
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,162
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.03%	Equity World	44
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.19%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,455
UBS Core MSCI Europe UCITS ETF EUR acc	0.22%	Equity Europe	803
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.14%	Equity Europe Social/Environmental Climate Change	38
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.11%	Equity World Social/Environmental Catholic principles	175
Invesco STOXX Europe 600 UCITS ETF	0.21%	Equity Europe	525
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	5,183
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.22%	Equity Europe	3,292
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.26%	Equity Europe Social/Environmental	498
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,256
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	96
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.41%	Equity World Multi-Factor Strategy	21
Xtrackers MSCI Europe UCITS ETF 1C	0.23%	Equity Europe	7,950
State Street SPDR MSCI Europe UCITS ETF EUR	0.23%	Equity Europe	392
Xtrackers MSCI World Financials UCITS ETF 1C	0.22%	Equity World Financials	1,366
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.13%	Equity World Social/Environmental	34
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	3.53%	Equity Europe Insurance	660
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.11%	Equity World Fundamental/Quality	58
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.19%	Equity Europe Social/Environmental	5,301
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	73
Amundi MSCI World Swap UCITS ETF EUR Acc	0.04%	Equity World	6,907
HSBC Developed World Screened Equity UCITS ETF USD	0.06%	Equity World Social/Environmental Climate Change	479
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.12%	Equity World	3,382

Performance

Returns overview

YTD	-18.79%
1 month	+0.86%
3 months	-9.72%
6 months	-15.72%
1 year	-14.42%
3 years	+3.65%
5 years	-36.62%
Since inception (MAX)	-40.56%
2025	+80.75%
2024	-28.28%
2023	-22.12%
2022	-10.90%

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).