Pentair

ISIN IE00BLS09M33

WKN A115FG

Market cap (in EUR)

13,396 m

Country

United Kingdom

Sector

Industrials

Dividend yield

1.05%

Overview

Quote

Description

Pentair plc engages in the provision of water solutions for residential, commercial, industrial, infrastructure, and agricultural applications. It operates through the following segments: Flow, Water Solutions, and Pool. The Flow segment designs, manufactures, and sells various fluid treatment and pump products and systems, including pressure vessels, gas recovery solutions, membrane bioreactors, wastewater reuse systems and advanced membrane filtration, separation systems, water disposal pumps, water supply pumps, fluid transfer pumps, turbine pumps, solid handling pumps, and agricultural spray nozzles, while serving the global residential, commercial, and industrial markets. The Water Solutions segment covers commercial and residential water treatment products and systems, including pressure tanks, control valves, activated carbon products, commercial ice machines, conventional filtration products, and point-of-entry and point-of-use water treatment systems. The Pool segment refers to a line of energy-efficient residential and commercial pool equipment and accessories, including pumps, filters, heaters, lights, automatic controls, automatic cleaners, maintenance equipment, and pool accessories. The company was founded by Murray J. Harpole, Vern Stone, Vincent Follmer, Leroy Nelson, and Gary Ostrand on August 31, 1966 and is headquartered in London, the United Kingdom.

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Industrials Industrial Manufacturing Machinery Manufacturing United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	13,396 m
EPS, EUR	3.50
P/B ratio	4.2
P/E ratio	24.6
Dividend yield	1.05%

Income statement (2025)

Revenue, EUR	3,702 m
Net income, EUR	576 m
Profit margin	15.55%

What ETF is Pentair in?

There are 366 ETFs which contain Pentair. All of these ETFs are listed in the table below. The ETF with the largest weighting of Pentair is the Global X Clean Water UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.03%	Equity United States Multi-Factor Strategy	10
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	796
Xtrackers MSCI USA Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	257
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.21%	Equity World Value	346
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	688
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.04%	Equity United States Social/Environmental Climate Change	346
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,007
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	37
iShares Global Water UCITS ETF	3.10%	Equity World Water	2,088
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.30%	Equity World Social/Environmental Climate Change	27
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.29%	Equity United States Value	98
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.16%	Equity United States Social/Environmental	12,631
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	16
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	9
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.13%	Equity United States Social/Environmental	29
Amundi MSCI USA Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	439
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	46
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.05%	Equity United States Social/Environmental	207
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.04%	Equity United States Social/Environmental	504
SPDR S&P 500 UCITS ETF (Acc)	0.03%	Equity United States	11,393
Xtrackers MSCI Global Clean Water & Sanitation UCITS ETF 1C	1.51%	Equity World Social/Environmental Water	7
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,342
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.01%	Equity World Fundamental/Quality	10
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.34%	Equity United States Equal Weighted	730
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States Social/Environmental	1,738
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	35
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	2
SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.44%	Equity United States Dividend	14
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	69
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C	0.14%	Equity United States Fundamental/Quality	5
UBS MSCI USA Value UCITS ETF USD dis	0.06%	Equity United States Value	441
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	1,775
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.04%	Equity United States Social/Environmental Climate Change	395
Amundi Core MSCI USA UCITS ETF Acc	0.03%	Equity United States	2,641
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	484
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.03%	Equity United States Social/Environmental	1,064
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	350
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	433
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)	0.29%	Equity United States Dividend	597
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.13%	Equity United States Social/Environmental Climate Change	681
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.03%	Equity United States Social/Environmental	8
HSBC MSCI USA Islamic Screened UCITS ETF USD (Acc)	0.23%	Equity United States Social/Environmental Islamic Investing	44
Amundi MSCI World ESG Selection UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,790
Franklin Future Of Food UCITS ETF	1.96%	Equity World Social/Environmental Future of Food	5
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.68%	Equity United States Dividend	8
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.15%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Climate Change	369
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.03%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.05%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	65
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,581
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,532
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.03%	Equity United States Social/Environmental	8,744
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.13%	Equity United States Social/Environmental	19
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.03%	Equity United States Social/Environmental Climate Change	152
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.28%	Equity United States Fundamental/Quality Climate Change	47
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.34%	Equity United States Equal Weighted	1,375
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.03%	Equity United States	470
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.13%	Equity United States Social/Environmental Climate Change	19
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	221
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.03%	Equity United States	47
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.13%	Equity United States Social/Environmental Climate Change	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	1,980
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.17%	Equity United States Social/Environmental Climate Change	1,603
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	692
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	13
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.03%	Equity United States Multi-Factor Strategy	98
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.01%	Equity World Fundamental/Quality	3
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.08%	Equity United States	35
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	202
L&G Clean Water UCITS ETF	1.78%	Equity World Social/Environmental Water	597
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.34%	Equity United States Equal Weighted	3
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	1,211
Global X Clean Water UCITS ETF	8.14%	Equity World Water	22
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.13%	Equity United States Social/Environmental Climate Change	358
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.29%	Equity United States Multi-Factor Strategy	73
Xtrackers MSCI World Industrials UCITS ETF 1C	0.19%	Equity World Industrials	700
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.13%	Equity United States Social/Environmental Climate Change	120
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	32
UBS Core S&P 500 UCITS ETF hGBP dis	0.03%	Equity United States	64
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.28%	Equity United States Fundamental/Quality Climate Change	741
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.31%	Equity United States Equal Weighted	2,552
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.13%	Equity United States Social/Environmental	257
iShares Core S&P 500 UCITS ETF USD (Dist)	0.03%	Equity United States	16,813
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.28%	Equity World Social/Environmental Climate Change	467
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Climate Change	259
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	59
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	60
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	909
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	24
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	0.11%	Equity World Value	239
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	2
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	920
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.04%	Equity United States Social/Environmental	22
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.43%	Equity World Social/Environmental	99
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.13%	Equity World Social/Environmental Climate Change	193
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.28%	Equity United States Fundamental/Quality Climate Change	56
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.74%	Equity World Industrials Social/Environmental	93
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.03%	Equity United States Multi-Factor Strategy	25
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.43%	Equity World Social/Environmental	884
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,433
UBS Core S&P 500 UCITS ETF hEUR acc	0.03%	Equity United States	263
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.22%	Equity World Social/Environmental	234
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	3,846
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.17%	Equity World Social/Environmental Climate Change	1,364
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.01%	Equity World Fundamental/Quality	277
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	59
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	0.37%	Equity United States Industrials	436
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	128
Rize Environmental Impact 100 UCITS ETF	1.04%	Equity World Social/Environmental Climate Change	114
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,402
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.09%	Equity World Social/Environmental Climate Change	301
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	69
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	0.91%	Equity World Infrastructure Social/Environmental	365
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	374
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	9,101
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	399
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	264
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.09%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	289
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,567
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	893
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	269
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	17
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.43%	Equity World Social/Environmental	45
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	982
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.31%	Equity United States Equal Weighted	67
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	124
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	33
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	487
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.03%	Equity North America Social/Environmental	24
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	12,209
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.68%	Equity United States Dividend	1
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.05%	Equity United States Social/Environmental	432
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	24
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	712
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.12%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	363
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	110,458
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	2,980
iShares Core S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	112,676
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	77
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	266
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.03%	Equity United States	142
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	675
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.22%	Equity World Social/Environmental	2,616
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	40
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	309
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,147
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,323
UBS MSCI USA Universal UCITS ETF USD acc	0.04%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.04%	Equity United States Social/Environmental	961
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental Climate Change	597
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.01%	Equity World Fundamental/Quality	635
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	8,092
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA UCITS ETF (Acc)	0.03%	Equity United States	2,920
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental Islamic Investing	65
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.15%	Equity World Multi-Factor Strategy	207
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	32
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.13%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.07%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	976
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	3
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.04%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.28%	Equity United States Fundamental/Quality Climate Change	33
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.29%	Equity United States Value Climate Change	5
Amundi MSCI Smart Cities UCITS ETF - Acc	1.20%	Equity World Infrastructure Social/Environmental	72
Xtrackers S&P 500 UCITS ETF 4D	0.03%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	732
Amundi S&P 500 Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	3,284
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,051
Xtrackers MSCI USA ESG UCITS ETF 1C	0.07%	Equity United States Social/Environmental	7,769
UBS Core S&P 500 UCITS ETF USD dis	0.03%	Equity United States	1,048
UBS Core S&P 500 UCITS ETF hCHF acc	0.03%	Equity United States	559
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	92
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	547
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.14%	Equity United States Social/Environmental Climate Change	402
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,035
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental Climate Change	41
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	112
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.04%	Equity United States Social/Environmental	319
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.32%	Equity United States Mid Cap	283
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental Climate Change	325
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	488
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,414
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.39%	Equity United States Dividend	53
SPDR S&P US Dividend Aristocrats UCITS ETF	0.39%	Equity United States Dividend	3,079
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.06%	Equity United States Social/Environmental	27
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,770
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	33
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.04%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,334
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,929
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.04%	Equity United States	333
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	17
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	398
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	433
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.06%	Equity World	4,338
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental Climate Change	36
UBS MSCI USA Selection UCITS ETF USD acc	0.05%	Equity United States Social/Environmental	2,091
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	89
Franklin S&P 500 Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	1,279
SPDR S&P 500 UCITS ETF (Dist)	0.03%	Equity United States	14,738
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	87
SPDR MSCI World UCITS ETF	0.03%	Equity World	14,048
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating	1.11%	Equity United States Infrastructure	501
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	168
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.06%	Equity United States Social/Environmental	273
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.06%	Equity World	81
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,526
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.13%	Equity United States Social/Environmental Climate Change	235
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	590
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,094
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	786
iShares MSCI World SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,430
Amundi MSCI Water UCITS ETF Dist	5.39%	Equity World Social/Environmental Water	1,610
HSBC S&P 500 UCITS ETF USD	0.03%	Equity United States	7,203
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.04%	Equity United States Social/Environmental Climate Change	2,234
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	72
HSBC USA SCREENED EQUITY UCITS ETF USD	0.03%	Equity United States Social/Environmental Climate Change	604
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,444
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.04%	Equity United States Social/Environmental	1,710
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.17%	Equity World Social/Environmental	103
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.09%	Equity World Social/Environmental	57
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	661
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	360
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	257
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,129
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	83
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	31
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.06%	Equity United States Social/Environmental	164
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	41
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.29%	Equity United States Value Climate Change	19
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.22%	Equity World Social/Environmental	53
Xtrackers MSCI World Climate Transition UCITS ETF	0.09%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Islamic UCITS ETF	0.08%	Equity World Islamic Investing	860
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,193
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.03%	Equity United States	25,563
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	978
Amundi MSCI Water UCITS ETF Acc	5.39%	Equity World Social/Environmental Water	63
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental Climate Change	116
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.07%	Equity United States Social/Environmental	264
SPDR MSCI World Industrials UCITS ETF	0.19%	Equity World Industrials	146
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	294
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.16%	Equity United States Social/Environmental	6,935
iShares MSCI USA Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	0.29%	Equity United States Dividend	4
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	53
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	191
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental Climate Change	80
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	369
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,354
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,874
iShares Global Water UCITS ETF USD (Acc)	3.10%	Equity World Water	49
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	284
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental Climate Change	777
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	178
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.16%	Equity North America Social/Environmental Climate Change	458
Amundi Core MSCI USA UCITS ETF Dist	0.03%	Equity United States	894
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.03%	Equity United States	6
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.09%	Equity World Social/Environmental	274
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.05%	Equity United States Value	357
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,472
Xtrackers S&P 500 UCITS ETF 4C	0.03%	Equity United States	934
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.03%	Equity United States Social/Environmental	951
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	646
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.35%	Equity United States Industrials	304
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.27%	Equity World Social/Environmental Climate Change	4
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity United States Social/Environmental	41
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.08%	Equity World Social/Environmental Climate Change	500
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.05%	Equity United States Social/Environmental	1,026
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,331
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	72
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental	6,272
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,607
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.13%	Equity United States Social/Environmental Climate Change	463
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.03%	Equity United States	1,241
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.03%	Equity United States	7,795
SPDR S&P 500 EUR Hedged UCITS ETF	0.03%	Equity United States	2,355
iShares MSCI USA Islamic UCITS ETF	0.14%	Equity United States Islamic Investing	274
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	29,542
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,495
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	247
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	162
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	3,818
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,051
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.03%	Equity United States Social/Environmental	58
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.03%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	43
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.19%	Equity World Social/Environmental	415
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.13%	Equity United States Social/Environmental	6
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.03%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	93
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	57
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.04%	Equity United States Social/Environmental	505
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	22,563
HSBC S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	436
iShares S&P 500 Industrials Sector UCITS ETF	0.37%	Equity United States Industrials	560
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental Climate Change	213
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.22%	Equity World Multi-Factor Strategy	633
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.03%	Equity United States Multi-Factor Strategy	33
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.03%	Equity United States	41,259
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,062
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	4,499
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	909
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental	2,521
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,827
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.25%	Equity United States Social/Environmental	157
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	0.91%	Equity World Infrastructure Social/Environmental	24
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.06%	Equity United States Social/Environmental	3,954
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.03%	Equity United States	70
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.13%	Equity United States Social/Environmental	204
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	92
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental	49
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	13,425
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.03%	Equity United States	59
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.29%	Equity United States Value Climate Change	178
JPMorgan Climate Change Solutions UCITS ETF USD (Acc)	1.20%	Equity World Social/Environmental Climate Change	73
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental Climate Change	206
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	137
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	2,604
Xtrackers MSCI USA ESG UCITS ETF 1D	0.07%	Equity United States Social/Environmental	266
Global X U.S. Infrastructure Development UCITS ETF USD Distributing	1.11%	Equity United States Infrastructure	22
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	16,475
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	475
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	379
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.04%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.13%	Equity World Social/Environmental Climate Change	920
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	147
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.20%	Equity World Social/Environmental Climate Change	33
UBS Core S&P 500 UCITS ETF USD acc	0.03%	Equity United States	1,357
SPDR MSCI Resilient Future UCITS ETF USD Unhedged (Acc)	0.60%	Equity World Social/Environmental	4
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.16%	Equity United States Social/Environmental	519
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,184
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.19%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	927
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.16%	Equity North America Social/Environmental Climate Change	33
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.13%	Equity United States Social/Environmental	1,335
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	291
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental Climate Change	286
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.13%	Equity United States Social/Environmental Climate Change	26
Invesco US Enhanced Equity UCITS ETF Acc	0.10%	Equity United States Multi-Factor Strategy	52
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.04%	Equity United States Social/Environmental Climate Change	1
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	271
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental	316
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.03%	Equity United States	534
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.03%	Equity United States	6
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	432

Performance

Returns overview

YTD	-4.93%
1 month	-7.18%
3 months	-6.06%
6 months	-3.86%
1 year	-3.14%
3 years	+58.33%
5 years	-
Since inception (MAX)	+63.40%
2025	-1.66%
2024	+38.77%
2023	+52.26%
2022	-30.39%

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).