Shell Plc

ISIN GB00BP6MXD84

WKN A3C99G

Market cap (in EUR)

202,871 m

Country

United Kingdom

Sector

Energy

Dividend yield

3.45%

Overview

Quote

Description

Shell Plc engages in the business of producing oil and natural gas. It operates through the following segments: Integrated Gas, Upstream, Marketing, Chemicals and Products, Renewables and Energy Solutions, and Corporate. The Integrated Gas segment includes liquefied natural gas, and conversion of natural gas into gas-to-liquids fuels. The Upstream segment focuses on exploration and extraction of crude oil, natural gas, and natural gas liquids. The Marketing segment is involved in mobility, lubricants, and sectors and decarbonization businesses. The Chemicals and Products segment consists of chemicals manufacturing plants with marketing network and refineries, which turn crude oil and other feedstocks into a range of oil products. The Renewables and Energy Solutions segment provides renewable power generation, marketing, trading, and optimizing power and pipeline gas, as well as carbon credits and digitally enabled customer solutions. The Corporate segment covers non-operating activities supporting Shell such as holdings, treasury organization, self-insurance activities, and headquarters and central functions. The company was founded in February 1907 and is headquartered in London, the United Kingdom.

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Energy Integrated Oil and Gas Exploration and Production United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	202,871 m
EPS, EUR	2.80
P/B ratio	1.3
P/E ratio	12.9
Dividend yield	3.45%

Income statement (2025)

Revenue, EUR	228,221 m
Net income, EUR	15,819 m
Profit margin	6.93%

What ETF is Shell Plc in?

There are 265 ETFs which contain Shell Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Shell Plc is the State Street SPDR MSCI Europe Energy UCITS ETF EUR.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.25%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.33%	Equity World	966
Xtrackers Portfolio UCITS ETF 1C	0.28%	Equity World Multi-Asset Strategy	719
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	8.28%	Equity United Kingdom	188
iShares Core MSCI Europe UCITS ETF EUR (Acc)	2.04%	Equity Europe	14,876
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	1,221
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	43
Xtrackers MSCI World Value UCITS ETF 1C	1.15%	Equity World Value	4,435
UBS Core MSCI Europe UCITS ETF EUR dis	2.03%	Equity Europe	1,167
Xtrackers MSCI World ex USA UCITS ETF 1C	1.18%	Equity World	5,266
Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist	30.24%	Equity Europe Energy Social/Environmental	44
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	27
JPMorgan UK Equity Core UCITS ETF GBP (acc)	7.70%	Equity United Kingdom	463
UBS MSCI United Kingdom UCITS ETF hUSD acc	8.72%	Equity United Kingdom	499
iShares MSCI UK UCITS ETF (Acc)	8.71%	Equity United Kingdom	127
UBS Core MSCI World UCITS ETF USD dis	0.33%	Equity World	1,776
UBS MSCI World ex USA UCITS ETF USD acc	1.16%	Equity World	96
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	1.23%	Equity Europe Multi-Factor Strategy	582
CT QR Series Global Equity Active UCITS ETF USD Dist	0.59%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.13%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	39
iShares MSCI ACWI UCITS ETF USD (Dist)	0.30%	Equity World	5
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.33%	Equity World Social/Environmental	84
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)	27.03%	Equity Europe Energy	600
iShares World Equity High Income UCITS ETF USD (Dist)	0.44%	Equity World Social/Environmental	338
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	8.29%	Equity United Kingdom	2,650
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.24%	Equity World	581
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	2.47%	Equity Europe Covered Call Alternative Investments	16
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.33%	Equity Europe Equal Weighted	197
Amundi Core Stoxx Europe 600 UCITS ETF Acc	1.85%	Equity Europe	18,043
Amundi MSCI Europe UCITS ETF Acc	1.97%	Equity Europe	577
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	1.92%	Equity Europe	12
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.47%	Equity World Multi-Factor Strategy	3
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.22%	Equity World Low Volatility/Risk Weighted	814
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.35%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	16
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	4.05%	Equity United Kingdom Social/Environmental Climate Change	53
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.33%	Equity World	92
iShares Core FTSE 100 UCITS ETF GBP (Acc)	8.28%	Equity United Kingdom	3,486
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.20%	Equity World Covered Call Alternative Investments	68
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.30%	Equity World	48
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	7.42%	Equity United Kingdom	374
Xtrackers MSCI World UCITS ETF 1D	0.31%	Equity World	4,429
iShares AEX UCITS ETF	15.94%	Equity Netherlands	681
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.46%	Equity World Social/Environmental	528
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.20%	Equity World Covered Call Alternative Investments	17
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	2.78%	Equity Europe Social/Environmental	115
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	2.51%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	1.92%	Equity Europe Low Volatility/Risk Weighted	827
UBS MSCI ACWI Universal UCITS ETF USD dis	0.28%	Equity World Social/Environmental	2,255
WisdomTree Megatrends UCITS ETF USD	0.50%	Equity World Social/Environmental Innovation	48
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.33%	Equity World	724
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.92%	Equity United Kingdom Multi-Factor Strategy	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.42%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.46%	Equity World Social/Environmental	77
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	1.14%	Equity World Value	329
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	220
iShares Core MSCI Europe UCITS ETF EUR (Dist)	2.04%	Equity Europe	10,426
iShares Edge MSCI Europe Quality Factor UCITS ETF	4.45%	Equity Europe Fundamental/Quality	710
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.67%	Equity World Dividend	8,028
iShares Core FTSE 100 UCITS ETF GBP (Dist)	8.28%	Equity United Kingdom	17,566
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	2.78%	Equity Europe Social/Environmental	2,629
Amundi Prime Europe UCITS ETF DR (D)	2.05%	Equity Europe	228
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	1.14%	Equity Europe Social/Environmental	98
Invesco Europe Enhanced Equity UCITS ETF Acc	2.08%	Equity Europe Multi-Factor Strategy	193
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.13%	Equity World Equal Weighted	34
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.07%	Equity World Dividend	0
State Street SPDR MSCI Europe Energy UCITS ETF EUR	32.75%	Equity Europe Energy	695
Amundi Core MSCI Europe UCITS ETF Acc	1.97%	Equity Europe	3,922
Xtrackers Portfolio Income UCITS ETF 1D	0.10%	Equity World Multi-Asset Strategy	58
CT QR Series European Equity Active UCITS ETF EUR Dist	2.70%	Equity Europe Fundamental/Quality	-
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	2,097
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.30%	Equity World Social/Environmental	58
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	4.05%	Equity United Kingdom Social/Environmental Climate Change	11
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.21%	Equity World Multi-Asset Strategy	1,049
First Trust Global Equity Income UCITS ETF Acc	2.66%	Equity World Fundamental/Quality	83
Amundi Prime Global UCITS ETF Acc	0.33%	Equity World	1,773
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	24
iShares AEX UCITS ETF EUR (Acc)	15.94%	Equity Netherlands	63
iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)	30.05%	Equity Europe Energy	254
HSBC MSCI World UCITS ETF USD	0.33%	Equity World	13,001
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	2.18%	Equity Europe Social/Environmental Climate Change	449
CT QR Series Global Equity Active UCITS ETF USD Acc	0.59%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.34%	Equity World Social/Environmental	1,136
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.67%	Equity World Dividend	2,191
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.28%	Equity World Social/Environmental	41
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	8.28%	Equity United Kingdom	53
UBS Core MSCI World UCITS ETF hGBP dis	0.33%	Equity World	100
JPMorgan UK Equity Core UCITS ETF GBP (dist)	7.70%	Equity United Kingdom	114
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.28%	Equity World Social/Environmental	1,423
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.21%	Equity World Multi-Asset Strategy	78
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.42%	Equity World Social/Environmental	195
UBS Core MSCI World UCITS ETF hEUR acc	0.33%	Equity World	808
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.33%	Equity World	18
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	1.21%	Equity World Value	166
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity World Social/Environmental	225
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	1.85%	Equity Europe	132
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.34%	Equity World	1,096
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	8.72%	Equity United Kingdom	97
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.29%	Equity World Social/Environmental	449
iShares Edge MSCI World Value Factor UCITS ETF	1.14%	Equity World Value	6,044
Amundi Core MSCI World UCITS ETF Acc	0.33%	Equity World	13,335
HSBC MSCI Europe UCITS ETF EUR (Acc)	2.05%	Equity Europe	94
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.46%	Equity World Social/Environmental	5,320
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.60%	Equity World Social/Environmental Climate Change	6
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	802
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.01%	Equity United Kingdom Social/Environmental Climate Change	14
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.31%	Equity World	453
UBS Core MSCI Europe UCITS ETF hEUR acc	2.03%	Equity Europe	129
Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Acc	30.24%	Equity Europe Energy Social/Environmental	236
iShares Core MSCI World UCITS ETF USD (Acc)	0.34%	Equity World	118,221
Xtrackers Stoxx Europe 600 UCITS ETF 1D	1.92%	Equity Europe	1,086
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.60%	Equity World Social/Environmental Climate Change	2
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	155
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	89
Amundi Core MSCI Europe UCITS ETF Dist	1.97%	Equity Europe	689
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.33%	Equity World	734
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.33%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.42%	Equity World Social/Environmental	55
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.30%	Equity World	21,204
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.33%	Equity World	10,254
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.28%	Equity World Social/Environmental	396
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.30%	Equity World Multi-Factor Strategy	26
UBS Core MSCI Europe UCITS ETF hCHF acc	2.03%	Equity Europe	124
iShares MSCI World Energy Sector Advanced UCITS ETF USD (Dist)	6.67%	Equity World Energy Social/Environmental	145
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	61
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	1.06%	Equity World Social/Environmental Islamic Investing	91
Amundi S&P Global Energy Carbon Reduced UCITS ETF DR EUR (A)	3.10%	Equity World Energy Social/Environmental	229
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.35%	Equity World Multi-Factor Strategy	219
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.57%	Equity World	36
Vanguard FTSE Developed Europe UCITS ETF Distributing	1.98%	Equity Europe	4,359
Amundi MSCI World Ex USA UCITS ETF Dist	1.15%	Equity World	118
L&G UK Equity UCITS ETF GBP Acc	9.02%	Equity United Kingdom Social/Environmental	195
Amundi MSCI World Screened UCITS ETF Acc	0.37%	Equity World Social/Environmental	1,372
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	164
Amundi MSCI World Ex USA UCITS ETF Acc	1.15%	Equity World	579
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	99
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	3.84%	Equity World Dividend	7,569
UBS Core MSCI World UCITS ETF USD acc	0.33%	Equity World	8,354
iShares Core MSCI World UCITS ETF USD (Dist)	0.34%	Equity World	680
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.01%	Equity United Kingdom Social/Environmental Climate Change	26
Xtrackers FTSE 100 UCITS ETF 1C	8.34%	Equity United Kingdom	98
Invesco RAFI All-World Fundamental Value UCITS ETF	0.93%	Equity World Value	198
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.88%	Equity World Social/Environmental Multi-Asset Strategy	177
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.42%	Equity World Social/Environmental	3
Franklin S&P World Screened UCITS ETF Acc	0.27%	Equity United States Social/Environmental Climate Change	6
Invesco Global Buyback Achievers UCITS ETF	6.26%	Equity World Buyback	133
Amundi S&P Global Energy Carbon Reduced UCITS ETF DR EUR (D)	3.10%	Equity World Energy Social/Environmental	15
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.30%	Equity World	21
iShares MSCI World Energy Sector UCITS ETF USD (Dist)	7.14%	Equity World Energy	1,106
Xtrackers STOXX Europe 600 UCITS ETF 1C	1.92%	Equity Europe	3,770
Amundi Prime All Country World UCITS ETF Acc	0.30%	Equity World	1,638
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.46%	Equity World Social/Environmental	26
UBS MSCI World UCITS ETF USD dis	0.33%	Equity World	1,407
Vanguard FTSE Developed World UCITS ETF Acc	0.32%	Equity World	5,660
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.46%	Equity World Social/Environmental	1,615
UBS MSCI United Kingdom UCITS ETF hEUR acc	8.72%	Equity United Kingdom	402
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.29%	Equity World Social/Environmental	477
State Street Global Screened Enhanced Equity Fund UCITS ETF	1.68%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.29%	Equity World	5,131
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.20%	Equity World Covered Call Alternative Investments	1,207
UBS MSCI United Kingdom UCITS ETF GBP acc	8.72%	Equity United Kingdom	2,462
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.33%	Equity World	15,808
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.33%	Equity Europe Equal Weighted	56
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	8.29%	Equity United Kingdom	5,122
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.29%	Equity World	104
Amundi MSCI Europe Screened UCITS ETF (Acc)	2.29%	Equity Europe Social/Environmental	545
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.05%	Equity World Multi-Factor Strategy	5
UBS MSCI United Kingdom UCITS ETF hCHF acc	8.72%	Equity United Kingdom	234
Vanguard FTSE Developed World UCITS ETF Distributing	0.32%	Equity World	3,772
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.28%	Equity World Social/Environmental	665
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	2.51%	Equity Europe Social/Environmental Climate Change	6
iShares UK Dividend UCITS ETF	3.58%	Equity United Kingdom Dividend	1,396
Xtrackers MSCI World ex USA UCITS ETF 1D	1.18%	Equity World	213
UBS MSCI United Kingdom UCITS ETF GBP dis	8.72%	Equity United Kingdom	121
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.31%	Equity World	386
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.33%	Equity World	291
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.33%	Equity World Social/Environmental	5,477
Invesco FTSE All-World UCITS ETF Acc	0.30%	Equity World	2,992
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	1.92%	Equity Europe Low Volatility/Risk Weighted	27
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	2.70%	Equity Europe Fundamental/Quality	-
iShares MSCI World Islamic UCITS ETF	1.24%	Equity World Islamic Investing	1,063
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.88%	Equity World Social/Environmental Multi-Asset Strategy	47
First Trust Global Equity Income UCITS ETF Dist	2.66%	Equity World Fundamental/Quality	49
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	2.41%	Equity Europe Social/Environmental Multi-Asset Strategy	546
HSBC MSCI World UCITS ETF CHF hedged	0.33%	Equity World	83
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.30%	Equity World Social/Environmental	16
iShares STOXX Europe 50 UCITS ETF	3.86%	Equity Europe	567
Amundi Core MSCI World UCITS ETF USD Dist	0.33%	Equity World	1,494
Amundi UK Equity All Cap UCITS ETF Dist	7.57%	Equity United Kingdom	899
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.28%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental	1,434
iShares MSCI Europe Energy Sector UCITS ETF EUR (Dist)	30.05%	Equity Europe Energy	36
iShares Core MSCI Europe UCITS ETF EUR (Acc)	2.04%	Equity Europe	1,194
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	1.85%	Equity Europe	53
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	1.23%	Equity Europe Multi-Factor Strategy	192
UBS MSCI United Kingdom UCITS ETF hEUR dis	8.72%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.28%	Equity World Social/Environmental	109
HSBC MSCI Europe UCITS ETF EUR	2.05%	Equity Europe	331
UBS FTSE 100 UCITS ETF GBP dis	8.30%	Equity United Kingdom	86
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.46%	Equity World Social/Environmental	866
Amundi MSCI World Ex USA Screened UCITS ETF Acc	1.29%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	2.05%	Equity Europe	199
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	58
iShares MSCI World UCITS ETF (Dist)	0.34%	Equity World	7,824
WisdomTree Global Value UCITS ETF USD (Acc)	0.66%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.34%	Equity World	1,709
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	2.16%	Equity Europe Social/Environmental	69
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.30%	Equity World	37,131
HSBC MSCI World UCITS ETF USD (Acc)	0.33%	Equity World	1,758
HSBC EUROPE SCREENED EQUITY UCITS ETF EUR	0.09%	Equity Europe Social/Environmental Climate Change	21
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.39%	Equity World Multi-Factor Strategy	195
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.31%	Equity World	48
UBS MSCI United Kingdom UCITS ETF hUSD dis	8.72%	Equity United Kingdom	12
Invesco Global Enhanced Equity UCITS ETF Acc	0.47%	Equity World Multi-Factor Strategy	539
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	4.90%	Equity Europe Value	30
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.33%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.33%	Equity World	49
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	62
iShares MSCI ACWI UCITS ETF USD (Acc)	0.30%	Equity World	26,560
Xtrackers FTSE 100 UCITS ETF Income 1D	8.34%	Equity United Kingdom	96
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.47%	Equity World Multi-Factor Strategy	500
State Street Europe Screened Enhanced Equity Fund UCITS ETF	1.68%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.33%	Equity World	1,418
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.42%	Equity World Social/Environmental	21
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	2.06%	Equity Europe	273
HSBC FTSE 100 UCITS ETF GBP	8.37%	Equity United Kingdom	1,008
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.39%	Equity World Multi-Factor Strategy	1,136
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.33%	Equity World	5,143
Invesco FTSE All-World UCITS ETF Dist	0.30%	Equity World	230
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	96
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	2.47%	Equity Europe Covered Call Alternative Investments	39
Xtrackers MSCI Europe UCITS ETF 1D	2.06%	Equity Europe	125
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.07%	Equity World Dividend	116
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	7.42%	Equity United Kingdom	437
Xtrackers MSCI World Energy UCITS ETF 1C	7.10%	Equity World Energy	1,691
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.29%	Equity World Social/Environmental	104
Amundi Prime Global UCITS ETF Dist	0.33%	Equity World	1,174
First Trust Bloomberg Scarce Resources UCITS ETF Class A USD ACC	2.87%	Equity World	1
Xtrackers MSCI World UCITS ETF 1C	0.31%	Equity World	18,477
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.47%	Equity World Multi-Factor Strategy	8
iShares World Equity High Income UCITS ETF USD (Acc)	0.44%	Equity World Social/Environmental	16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.33%	Equity World Social/Environmental Multi-Asset Strategy	57
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.34%	Equity World	521
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	4.45%	Equity Europe Fundamental/Quality	29
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.88%	Equity World Social/Environmental Multi-Asset Strategy	1,622
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	2.92%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	2.03%	Equity Europe	274
Amundi Prime All Country World UCITS ETF Dist	0.30%	Equity World	3,946
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	1.98%	Equity Europe	2,716
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.30%	Equity World Multi-Factor Strategy	689
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.28%	Equity World Social/Environmental	1,247
Xtrackers MSCI Europe UCITS ETF 1C	2.06%	Equity Europe	7,470
State Street SPDR MSCI Europe UCITS ETF EUR	2.04%	Equity Europe	388
State Street SPDR MSCI World Energy UCITS ETF USD	7.20%	Equity World Energy	511
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.30%	Equity World	47
WisdomTree Battery Solutions UCITS ETF USD Acc	4.19%	Equity World Technology Social/Environmental Battery Technology	182
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.22%	Equity World Low Volatility/Risk Weighted	11
HSBC Developed World Screened Equity UCITS ETF USD	0.03%	Equity World Social/Environmental Climate Change	370
iShares MSCI World ex-USA UCITS ETF USD (Acc)	1.19%	Equity World	2,806

Performance

Returns overview

YTD	+15.14%
1 month	-8.45%
3 months	+8.73%
6 months	+9.52%
1 year	+23.52%
3 years	+29.81%
5 years	+124.61%
Since inception (MAX)	+44.90%
2025	+10.36%
2024	-5.22%
2023	+10.84%
2022	+44.47%

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).