BPER Banca SpA

ISIN IT0000066123

WKN 897832

Market cap (in EUR)

23,883 m

Country

Italy

Sector

Finance

Dividend yield

6.11%

Overview

Quote

Description

BPER Banca S.p.A. engages in the provision of banking services. It operates through the following segments: Retail, Private, Corporate, Large Corporate, Finance, Corporate Center, and Other. The Retail segment refers to individuals and joint accounts not regulated by the BPERPrivate service; sole traders; and partnerships or limited companies. The Private segment deals with businesses conducted with individuals and from joint accounts regulated by the BPERPrivate service. The Corporate segment transacts with public administrations, non-financial and non-resident companies, and non-financial partnerships and companies. The Large Corporate segment also conducts business with non-financial partnerships and companies with high turnovers. The Finance segment derives its operations from treasury activities, investment portfolio management, and access to financial markets and specialist operational support for the commercial network. The Corporate Center focuses on the corporate governance of the company, strategic decisions and results, and activities directly connected to other areas of the business. The Other segment specializes in the non-banking companies of the group. BPER Banca was founded in 1867 and is headquartered in Modena, Italy.

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Finance Banking International Banks Italy

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Financials

Key metrics

Market capitalisation, EUR	23,883 m
EPS, EUR	1.08
P/B ratio	1.3
P/E ratio	10.6
Dividend yield	6.11%

Income statement (2025)

Revenue, EUR	8,482 m
Net income, EUR	1,818 m
Profit margin	21.44%

What ETF is BPER Banca SpA in?

There are 294 ETFs which contain BPER Banca SpA. All of these ETFs are listed in the table below. The ETF with the largest weighting of BPER Banca SpA is the Amundi Italy MIB ESG UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.04%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	979
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	729
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	15,224
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,259
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	44
Amundi MSCI EMU ESG Broad Transition UCITS ETF Acc	0.37%	Equity Europe Social/Environmental Climate Change	1,190
Xtrackers MSCI World Value UCITS ETF 1C	0.06%	Equity World Value	4,263
iShares EURO STOXX Banks 30-15 UCITS ETF (DE)	1.58%	Equity Europe Financials	2,373
UBS Core MSCI Europe UCITS ETF EUR dis	0.15%	Equity Europe	1,231
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	25
State Street SPDR MSCI World Financials UCITS ETF USD	0.14%	Equity World Financials	255
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	5,383
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	27
Amundi MSCI EMU SRI Climate Paris Aligned UCITS ETF DR (C)	1.39%	Equity Europe Social/Environmental	122
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,817
UBS MSCI World ex USA UCITS ETF USD acc	0.08%	Equity World	99
Amundi FTSE MIB UCITS ETF Dist	2.50%	Equity Italy	653
CT QR Series Global Equity Active UCITS ETF USD Dist	0.04%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	23
Xtrackers FTSE MIB UCITS ETF 1D	2.46%	Equity Italy	84
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	6
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	0.44%	Equity Europe Social/Environmental	457
UBS MSCI EMU Climate Paris Aligned UCITS ETF EUR acc	0.33%	Equity Europe Social/Environmental Climate Change	5
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	86
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.41%	Equity Europe Momentum	790
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	538
iShares World Equity High Income UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	363
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental Climate Change	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	601
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.16%	Equity Europe Social/Environmental Climate Change	60
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.25%	Equity Europe Equal Weighted	200
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.13%	Equity Europe	18,594
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.15%	Equity Europe Social/Environmental	1,723
Amundi MSCI Europe UCITS ETF Acc	0.15%	Equity Europe	592
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.14%	Equity Europe	12
UBS Core MSCI EMU UCITS ETF hUSD acc	0.27%	Equity Europe	1,149
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.10%	Equity World Multi-Factor Strategy	0
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.30%	Equity Europe Social/Environmental	527
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	90
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.23%	Equity World Momentum Climate Change	617
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	50
Xtrackers MSCI World UCITS ETF 1D	0.06%	Equity World	4,897
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,281
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	730
iShares MSCI Europe Mid Cap UCITS ETF	0.83%	Equity Europe Mid Cap	24
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.06%	Equity World Value	356
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,471
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.18%	Equity Europe Social/Environmental	120
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	8,267
iShares STOXX Europe 600 Banks UCITS ETF (DE)	0.94%	Equity Europe Financials	3,571
Amundi Prime Europe UCITS ETF DR (D)	0.13%	Equity Europe	237
Invesco Europe Enhanced Equity UCITS ETF Acc	0.12%	Equity Europe Multi-Factor Strategy	214
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	34
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.23%	Equity World Dividend	3
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.01%	Equity World Dividend	29
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.00%	Equity World Social/Environmental	104
First Trust Eurozone AlphaDEX UCITS ETF Acc	0.48%	Equity Europe Multi-Factor Strategy	108
Amundi Core MSCI EMU UCITS ETF Dist	0.27%	Equity Europe	625
iShares MSCI EMU UCITS ETF GBP Hedged (Dist)	0.27%	Equity Europe	298
Amundi Core MSCI Europe UCITS ETF Acc	0.14%	Equity Europe	4,047
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	58
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	6
CT QR Series European Equity Active UCITS ETF EUR Dist	0.20%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	59
iShares Core MSCI EMU UCITS ETF EUR (Dist)	0.27%	Equity Europe	507
First Trust Global Equity Income UCITS ETF Acc	0.47%	Equity World Fundamental/Quality	84
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	139
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,881
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	26
Xtrackers MSCI EMU UCITS ETF 1D	0.27%	Equity Europe	1,961
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,152
Amundi FTSE MIB UCITS ETF Acc	2.50%	Equity Italy	70
CT QR Series Global Equity Active UCITS ETF USD Acc	0.04%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,279
Xtrackers S&P Europe ex UK UCITS ETF	0.18%	Equity Europe	254
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,295
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	239
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	49
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	101
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,430
iShares FTSE MIB UCITS ETF (Acc)	2.47%	Equity Italy	356
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	0.32%	Equity Europe Social/Environmental Climate Change	662
Xtrackers MSCI World Momentum ESG UCITS ETF	0.24%	Equity World Momentum	223
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	796
iShares Core MSCI EMU UCITS ETF EUR (Acc)	0.27%	Equity Europe	6,182
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.16%	Equity World Mid Cap	7
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental Climate Change	28
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	19
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.13%	Equity Europe	125
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,129
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	459
iShares Edge MSCI World Value Factor UCITS ETF	0.06%	Equity World Value	6,222
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	13,392
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.15%	Equity Europe	97
Xtrackers MSCI EMU Climate Transition UCITS ETF 1C	0.34%	Equity Europe Social/Environmental Climate Change	17
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.04%	Equity World Financials Social/Environmental	120
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	7
Amundi European Strategic Autonomy UCITS ETF Acc	0.12%	Equity Europe	17
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	50
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.10%	Equity World Momentum	4,388
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Acc)	0.32%	Equity Europe Social/Environmental Climate Change	1,488
UBS MSCI EMU Value UCITS ETF EUR dis	0.52%	Equity Europe Value	315
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.06%	Equity World	458
UBS Core MSCI Europe UCITS ETF hEUR acc	0.15%	Equity Europe	133
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.15%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	121,014
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Dist)	0.53%	Equity Europe Social/Environmental Climate Change	1
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.14%	Equity Europe	1,114
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	5
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	153
UBS MSCI EMU Universal UCITS ETF EUR acc	0.36%	Equity Europe Social/Environmental Climate Change	228
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	93
Amundi Core MSCI Europe UCITS ETF Dist	0.14%	Equity Europe	635
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	747
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	63
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	0.30%	Equity World Social/Environmental	3
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,747
Amundi Italy MIB ESG UCITS ETF	3.58%	Equity Italy Social/Environmental	173
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	11,234
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Dist	0.66%	Equity Europe Social/Environmental Climate Change	269
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.45%	Equity World Multi-Factor Strategy	26
Xtrackers MSCI World Momentum UCITS ETF 1C	0.10%	Equity World Momentum	1,828
UBS Core MSCI Europe UCITS ETF hCHF acc	0.15%	Equity Europe	129
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.24%	Equity Europe Social/Environmental	13
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	63
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.10%	Equity World Multi-Factor Strategy	224
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	10
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.13%	Equity Europe	4,500
Amundi MSCI World Ex USA UCITS ETF Dist	0.08%	Equity World	121
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	257
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	756
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.61%	Equity Europe Financials	1,435
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	193
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.19%	Equity Europe Social/Environmental	192
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	890
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.16%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,446
Amundi MSCI World Ex USA UCITS ETF Acc	0.08%	Equity World	631
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.40%	Equity World Dividend	7,888
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,658
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	703
Franklin S&P World Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	6
WisdomTree Europe Equity Income UCITS ETF Acc	0.13%	Equity Europe Dividend	39
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	23
Amundi MSCI EMU Climate Paris Aligned UCITS ETF Acc	0.16%	Equity Europe Social/Environmental Climate Change	250
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.83%	Equity Europe Mid Cap	525
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.11%	Equity Europe Social/Environmental Climate Change	91
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.14%	Equity Europe	3,867
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,742
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,433
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,841
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.19%	Equity World Multi-Factor Strategy	924
WisdomTree Europe Equity Income UCITS ETF	0.13%	Equity Europe Dividend	158
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	487
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.14%	Equity Europe Social/Environmental	5
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	117
UBS Core MSCI EMU UCITS ETF EUR dis	0.27%	Equity Europe	1,795
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	5,328
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	1,755
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	103
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.19%	Equity Europe Social/Environmental Climate Change	566
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	16,183
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.17%	Equity Europe	3,259
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.25%	Equity Europe Equal Weighted	57
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	109
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.16%	Equity Europe Social/Environmental	566
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Acc)	0.44%	Equity Europe Social/Environmental	3,275
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,916
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc)	0.27%	Equity Europe	760
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.41%	Equity Europe Momentum	48
iShares MSCI EMU Screened UCITS ETF EUR (Acc)	0.30%	Equity Europe Social/Environmental	1,462
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	669
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	223
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.06%	Equity World	391
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.15%	Equity Europe Social/Environmental	81
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	296
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	128
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,569
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	3,122
Xtrackers MSCI Europe Value UCITS ETF 1C	0.18%	Equity Europe Value	260
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.20%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI EMU UCITS ETF hCHF acc	0.27%	Equity Europe	795
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,131
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.19%	Equity Europe	200
First Trust Global Equity Income UCITS ETF Dist	0.47%	Equity World Fundamental/Quality	49
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	85
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	393
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,977
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,529
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	279
iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (Acc)	1.58%	Equity Europe Financials	229
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,173
Xtrackers MSCI EMU UCITS ETF 3C CHF hedged	0.27%	Equity Europe	105
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.14%	Equity Europe	1,350
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.13%	Equity Europe	53
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	111
HSBC MSCI Europe UCITS ETF EUR	0.15%	Equity Europe	339
L&G Europe ex UK Equity UCITS ETF	0.19%	Equity Europe Social/Environmental	952
Amundi Prime Eurozone UCITS ETF DR (D)	0.28%	Equity Europe	76
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.13%	Equity Europe	207
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.40%	Equity Europe Social/Environmental Climate Change	37
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	8,010
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.37%	Equity Europe Social/Environmental Climate Change	154
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,734
Xtrackers MSCI EMU UCITS ETF 1C - USD Hedged	0.27%	Equity Europe	316
UBS Core MSCI EMU UCITS ETF hGBP dis	0.27%	Equity Europe	74
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	38,965
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,839
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.62%	Equity Europe Financials	727
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	200
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,041
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.06%	Equity World	48
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.14%	Equity Europe Social/Environmental	539
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.00%	Equity World Social/Environmental	403
Amundi Core MSCI EMU UCITS ETF Acc	0.27%	Equity Europe	482
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.18%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	49
iShares Edge MSCI Europe Value Factor UCITS ETF	0.18%	Equity Europe Value	2,605
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.16%	Equity Europe Social/Environmental Climate Change	2,319
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	28,030
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.17%	Equity Europe Social/Environmental	4,868
State Street SPDR MSCI EMU UCITS ETF EUR	0.27%	Equity Europe	344
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.05%	Equity World Multi-Factor Strategy	555
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,525
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-UKdis	0.27%	Equity Europe	90
iShares MSCI EMU Mid Cap UCITS ETF	1.58%	Equity Europe Mid Cap	637
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.14%	Equity Europe	270
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,180
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,149
iShares Edge MSCI Europe Size Factor UCITS ETF	0.45%	Equity Europe Mid Cap	33
iShares MSCI Europe ex-UK UCITS ETF	0.18%	Equity Europe	1,414
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.18%	Equity Europe Social/Environmental Climate Change	16
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	240
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Acc)	0.53%	Equity Europe Social/Environmental Climate Change	4
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	129
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.23%	Equity World Dividend	115
Xtrackers MSCI EMU Screened UCITS ETF 1D	0.28%	Equity Europe Social/Environmental	12
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	105
UBS MSCI EMU Select Factor Mix UCITS ETF EUR acc	0.12%	Equity Europe Multi-Factor Strategy	16
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.02%	Equity Europe Social/Environmental Climate Change	33
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,551
First Trust Eurozone AlphaDEX UCITS ETF B Dist	0.48%	Equity Europe Multi-Factor Strategy	20
Xtrackers MSCI World UCITS ETF 1C	0.06%	Equity World	18,831
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.22%	Equity Europe Social/Environmental	2,219
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.33%	Equity Europe Social/Environmental Catholic principles	33
iShares World Equity High Income UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	16
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.18%	Equity Europe Social/Environmental	36
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	531
Xtrackers EMU Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	9
Amundi MSCI EMU Value Factor UCITS ETF Dist	0.52%	Equity Europe Value	237
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core MSCI EMU UCITS ETF hUSD dis	0.27%	Equity Europe	19
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,000
UBS Core MSCI Europe UCITS ETF EUR acc	0.15%	Equity Europe	285
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.15%	Equity Europe Social/Environmental Climate Change	40
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.09%	Equity World Social/Environmental Catholic principles	164
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	4,018
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.13%	Equity Europe	2,830
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.45%	Equity World Multi-Factor Strategy	707
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.17%	Equity Europe Social/Environmental	474
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.05%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,265
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	98
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.00%	Equity World Social/Environmental	15
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.19%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI Europe UCITS ETF 1C	0.14%	Equity Europe	7,697
Xtrackers MSCI EMU UCITS ETF 2C - GBP Hedged	0.27%	Equity Europe	22
Xtrackers MSCI World Financials UCITS ETF 1C	0.15%	Equity World Financials	750
State Street SPDR MSCI Europe UCITS ETF EUR	0.14%	Equity Europe	402
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.18%	Equity Europe Value	107
iShares FTSE MIB UCITS ETF EUR (Dist)	2.47%	Equity Italy	163
iShares MSCI EMU USD Hedged UCITS ETF (Acc)	0.27%	Equity Europe	246
UBS Core MSCI EMU UCITS ETF hGBP acc	0.27%	Equity Europe	37
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.22%	Equity Europe Social/Environmental	4,660
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	50
UBS Core MSCI EMU UCITS ETF EUR acc	0.27%	Equity Europe	4,243
Amundi Euro Stoxx Banks UCITS ETF Acc	1.57%	Equity Europe Financials	5,069
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Acc	0.66%	Equity Europe Social/Environmental Climate Change	2,571
iShares MSCI EMU CHF Hedged UCITS ETF (Acc)	0.27%	Equity Europe	178
Amundi Prime Eurozone UCITS ETF DR (C)	0.28%	Equity Europe	93
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.17%	Equity Europe	1,348
UBS MSCI EMU Value UCITS ETF EUR acc	0.52%	Equity Europe Value	87
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.09%	Equity World	2,885

Performance

Returns overview

YTD	-2.17%
1 month	-5.71%
3 months	-8.42%
6 months	+9.76%
1 year	+49.77%
3 years	+336.12%
5 years	+478.95%
Since inception (MAX)	+106.25%
2025	+99.61%
2024	+92.78%
2023	+53.80%
2022	+11.76%

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).