Sompo Holdings, Inc.

ISIN JP3165000005

WKN A1CTAF

Market cap (in EUR)

28,188 m

Country

Japan

Sector

Finance

Dividend yield

2.69%

Overview

Quote

Description

Sompo Holdings, Inc. engages in the provision of insurance services. It operates through the following segments: Domestic Property and Casualty Insurance, Domestic Life Insurance, Overseas Insurance, Nursing Care and Healthcare, and Others. The Domestic Property and Casualty Insurance segment provides underwriting of property and casualty insurance, investment, and related services. The Domestic Life Insurance segment performs asset management and underwriting of life insurance. The Overseas Insurance segment handles the insurance underwriting and asset management business overseas. The Nursing Care and Healthcare segment provides nursing care services and healthcare services. The Others segment includes asset management business, risk management business and defined contribution pension business. The company was founded on April 1, 2010 and is headquartered in Tokyo, Japan.

Show more Show less

Finance Insurance Japan

Chart

Financials

Key metrics

Market capitalisation, EUR	28,188 m
EPS, EUR	4.01
P/B ratio	1.0
P/E ratio	7.9
Dividend yield	2.69%

Income statement (2025)

Revenue, EUR	35,691 m
Net income, EUR	3,669 m
Profit margin	10.28%

What ETF is Sompo Holdings, Inc. in?

There are 333 ETFs which contain Sompo Holdings, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Sompo Holdings, Inc. is the Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D).

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	0.04%	Equity World	979
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	0.44%	Equity Japan Social/Environmental Climate Change	1
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.39%	Equity World Value	432
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	729
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,259
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	44
Xtrackers MSCI World Value UCITS ETF 1C	0.08%	Equity World Value	4,263
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.08%	Equity World Social/Environmental	206
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.15%	Equity World Social/Environmental Climate Change	25
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	1.21%	Equity Japan Social/Environmental Climate Change	178
State Street SPDR MSCI World Financials UCITS ETF USD	0.27%	Equity World Financials	255
Xtrackers MSCI World ex USA UCITS ETF 1C	0.15%	Equity World	5,383
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.30%	Equity World Low Volatility/Risk Weighted	53
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.13%	Equity World Low Volatility/Risk Weighted	232
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	0.60%	Equity Japan	73
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	8
Xtrackers Nikkei 225 UCITS ETF 1D	0.23%	Equity Japan	1,883
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,817
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.33%	Equity World Fundamental/Quality	12
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	0.57%	Equity Japan	49
UBS MSCI World ex USA UCITS ETF USD acc	0.14%	Equity World	99
CT QR Series Global Equity Active UCITS ETF USD Dist	0.19%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	6
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	25
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	86
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	0.77%	Equity Japan Social/Environmental	30
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	538
iShares Core MSCI Japan IMI UCITS ETF	0.57%	Equity Japan	6,587
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	601
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	222
UBS Core MSCI Japan UCITS ETF hUSD acc	0.73%	Equity Japan	147
HSBC MSCI Japan UCITS ETF USD (Acc)	0.74%	Equity Japan	15
Amundi Japan TOPIX II UCITS ETF JPY Dist	0.58%	Equity Japan	109
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - CHF Hedged (C)	4.11%	Equity Japan Social/Environmental	2
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	0.77%	Equity Japan Social/Environmental	72
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.73%	Equity Asia Pacific Social/Environmental Climate Change	170
Amundi MSCI World ESG Selection UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,747
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	0.72%	Equity Japan	1,191
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.09%	Equity World Multi-Factor Strategy	3
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	408
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	0.60%	Equity Japan	84
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	0.72%	Equity Japan	219
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	0.37%	Equity World Momentum Climate Change	617
iShares MSCI Japan SRI UCITS ETF USD (Dist)	3.96%	Equity Japan Social/Environmental	49
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	50
Xtrackers MSCI World UCITS ETF 1D	0.07%	Equity World	4,897
Xtrackers MSCI World ESG UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,225
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	0.72%	Equity Japan	31
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.02%	Equity World Social/Environmental	544
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP Hedged (C)	4.11%	Equity Japan Social/Environmental	15
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	1.21%	Equity Japan Social/Environmental Climate Change	377
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	4.11%	Equity Japan Social/Environmental	201
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	2,281
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	730
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	0.60%	Equity Japan	1,213
State Street SPDR MSCI Japan UCITS ETF JPY Unhedged	0.74%	Equity Japan	874
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	1
Amundi Core MSCI Japan UCITS ETF Acc	0.72%	Equity Japan	5,175
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.33%	Equity World Fundamental/Quality	3
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	67
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.39%	Equity Asia Pacific Social/Environmental	44
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.08%	Equity World Value	356
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	221
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.19%	Equity World Social/Environmental Climate Change	1,273
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.41%	Equity World Momentum	209
Vanguard FTSE Japan UCITS ETF (USD) Distributing	0.60%	Equity Japan	2,700
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.08%	Equity World Dividend	8,267
UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc	2.81%	Equity Japan Social/Environmental Climate Change	99
HSBC Japan Screened Equity UCITS ETF USD (Dist)	0.02%	Equity Japan Social/Environmental Climate Change	28
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.38%	Equity World Dividend	29
HSBC Japan Screened Equity UCITS ETF USD (Acc)	0.02%	Equity Japan Social/Environmental Climate Change	262
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	104
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	0.72%	Equity Japan	146
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	447
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.39%	Equity Japan Social/Environmental	35
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	58
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	59
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.48%	Equity World Value	258
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,078
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.93%	Equity Japan Social/Environmental	76
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.14%	Equity World Social/Environmental	104
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.16%	Equity World Social/Environmental Climate Change	139
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.28%	Equity World Financials Social/Environmental	26
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	1,881
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	26
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.37%	Equity World Value	5
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	13,152
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.24%	Equity World Social/Environmental	227
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.19%	Equity World Social/Environmental Climate Change	4,024
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	0.72%	Equity Japan	19
CT QR Series Global Equity Active UCITS ETF USD Acc	0.19%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.05%	Equity World Social/Environmental	1,279
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	0.44%	Equity Japan Social/Environmental Climate Change	1
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USD	0.29%	Equity Asia Pacific Dividend	220
Xtrackers Nikkei 225 UCITS ETF 1C	0.23%	Equity Japan	285
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.08%	Equity World Dividend	2,295
Invesco MSCI World Universal Screened UCITS ETF Acc	0.07%	Equity World Social/Environmental	239
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,246
UBS MSCI Japan Universal UCITS ETF JPY acc	0.89%	Equity Japan Social/Environmental Climate Change	133
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.33%	Equity World Fundamental/Quality	220
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.39%	Equity Asia Pacific Social/Environmental	260
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	49
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	101
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	0.99%	Equity Japan Social/Environmental	106
iShares MSCI Japan Screened UCITS ETF USD (Acc)	0.80%	Equity Japan Social/Environmental	1,939
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,430
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	3.96%	Equity Japan Social/Environmental	30
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.19%	Equity World Social/Environmental Climate Change	329
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	79
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	200
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	0.72%	Equity Japan	786
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.44%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	796
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	4.11%	Equity Japan Social/Environmental	181
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.19%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.08%	Equity World Social/Environmental	307
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.19%	Equity World Social/Environmental Climate Change	1,700
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.10%	Equity World Social/Environmental	1,046
UBS MSCI World Selection UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	288
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	0.04%	Equity World	19
UBS Core MSCI Japan UCITS ETF hCHF acc	0.73%	Equity Japan	347
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.10%	Equity World Social/Environmental	228
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.14%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,129
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	459
iShares Edge MSCI World Value Factor UCITS ETF	0.08%	Equity World Value	6,222
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	13,392
L&G Japan Equity UCITS ETF	0.67%	Equity Japan Social/Environmental	716
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	5,456
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.50%	Equity World Financials Social/Environmental	120
HSBC MSCI Japan UCITS ETF USD	0.74%	Equity Japan	199
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	22
Amundi Core MSCI Japan UCITS ETF Dist	0.72%	Equity Japan	396
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.22%	Equity World Social/Environmental Climate Change	50
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	1.99%	Equity Asia Pacific Social/Environmental Climate Change	109
Xtrackers MSCI Japan UCITS ETF 1C	0.72%	Equity Japan	5,396
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.15%	Equity World Momentum	4,388
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	826
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	0.07%	Equity World	458
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	121,014
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	1.99%	Equity Asia Pacific Social/Environmental Climate Change	647
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	93
BNP Paribas Easy MSCI Japan Min TE UCITS ETF GBP Hedged	0.96%	Equity Japan Social/Environmental	67
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.40%	Equity World Dividend	406
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	747
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.24%	Equity World Social/Environmental	2,874
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	55
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	136
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	21,747
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental Climate Change	484
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.33%	Equity World Fundamental/Quality	621
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)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI World Momentum UCITS ETF 1C	0.15%	Equity World Momentum	1,828
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D	0.98%	Equity Japan Social/Environmental Climate Change	4
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc)	1.03%	Equity Japan Social/Environmental	208
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.23%	Equity Japan	240
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.07%	Equity World	10
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental Climate Change	3
Amundi MSCI World Ex USA UCITS ETF Dist	0.14%	Equity World	121
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental	257
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	756
iShares MSCI Japan SRI UCITS ETF EUR Hedged (Acc)	3.96%	Equity Japan Social/Environmental	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	890
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,446
Amundi MSCI World Ex USA UCITS ETF Acc	0.14%	Equity World	631
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	104
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	8,658
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.18%	Equity World Social/Environmental	124
iShares MSCI Japan SRI UCITS ETF USD (Acc)	3.96%	Equity Japan Social/Environmental	434
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	703
Invesco RAFI All-World Fundamental Value UCITS ETF	0.04%	Equity World Value	209
WisdomTree Japan Equity UCITS ETF USD Acc	0.92%	Equity Japan Dividend	341
Invesco MSCI Japan Universal Screened UCITS ETF Acc	0.91%	Equity Japan Social/Environmental	11
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.39%	Equity Japan Social/Environmental	40
Franklin S&P World Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.02%	Equity World Social/Environmental	3
Invesco Global Buyback Achievers UCITS ETF	1.14%	Equity World Buyback	136
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	23
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	1,742
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	4.11%	Equity Japan Social/Environmental	1
UBS Core MSCI Japan UCITS ETF hEUR acc	0.73%	Equity Japan	220
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,433
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.02%	Equity World Social/Environmental	27
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,841
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	1,643
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.34%	Equity World Multi-Factor Strategy	924
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	487
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	117
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	5,328
UBS Core MSCI Japan UCITS ETF JPY acc	0.73%	Equity Japan	3,994
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	2.81%	Equity Japan Social/Environmental Climate Change	73
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental	1,755
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.15%	Equity World Social/Environmental Climate Change	37
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.15%	Equity World Social/Environmental Catholic principles	103
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	87
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.04%	Equity World	16,183
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	0.73%	Equity Japan	59
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	1.18%	Equity Japan Social/Environmental	297
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	0.72%	Equity Japan	194
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	109
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.27%	Equity World Multi-Factor Strategy	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,916
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	659
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	669
iShares MSCI World SRI UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	1,547
Amundi Prime Japan UCITS ETF DR (D)	0.66%	Equity Japan	2,463
Xtrackers MSCI World ex USA UCITS ETF 1D	0.15%	Equity World	223
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	0.92%	Equity Japan Dividend	24
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.22%	Equity World Social/Environmental	116
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.18%	Equity World Social/Environmental	61
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.07%	Equity World	391
Xtrackers MSCI Japan UCITS ETF 1D	0.72%	Equity Japan	170
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	296
Amundi Japan TOPIX II UCITS ETF EUR Dist	0.58%	Equity Japan	2
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	128
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Japan Social/Environmental Climate Change	145
Franklin FTSE Japan UCITS ETF (Acc)	0.57%	Equity Japan	9
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,569
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	2.81%	Equity Japan Social/Environmental Climate Change	287
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	0.93%	Equity Japan Social/Environmental	756
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	92
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	43
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	3,122
UBS MSCI World Selection UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.24%	Equity World Social/Environmental	56
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.08%	Equity World Social/Environmental Climate Change	21
Amundi Prime Japan UCITS ETF DR (C)	0.66%	Equity Japan	520
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,131
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	126
UBS Core MSCI Japan UCITS ETF hEUR dis	0.73%	Equity Japan	50
WisdomTree Japan Equity UCITS ETF GBP Hedged	0.92%	Equity Japan Dividend	32
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	85
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.10%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,977
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,529
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	279
iShares MSCI Japan UCITS ETF USD (Acc)	0.73%	Equity Japan	1,294
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental Climate Change	770
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	2,173
UBS Core MSCI Japan UCITS ETF JPY dis	0.73%	Equity Japan	1,289
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.18%	Equity World Social/Environmental	270
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.30%	Equity World Low Volatility/Risk Weighted	215
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	111
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	902
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.39%	Equity Japan Social/Environmental	422
iShares Nikkei 225 UCITS ETF (Acc)	0.23%	Equity Japan	701
UBS MSCI World Selection UCITS ETF USD acc	0.08%	Equity World Social/Environmental	702
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	1.21%	Equity Japan Social/Environmental Climate Change	418
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	4
Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc	3.24%	Equity Japan Social/Environmental Climate Change	62
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.44%	Equity World Value	238
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.15%	Equity World Social/Environmental Climate Change	425
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	0.72%	Equity Japan	16
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,010
VanEck World Equal Weight Screened UCITS ETF A	0.42%	Equity World Equal Weighted	1,292
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	0.57%	Equity Japan	164
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	0.92%	Equity Japan Dividend	64
WisdomTree Global Value UCITS ETF USD (Acc)	0.34%	Equity World Value	1
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.18%	Equity World Social/Environmental	6,604
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,734
State Street SPDR MSCI Japan UCITS ETF EUR Hedged	0.74%	Equity Japan	48
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	0.93%	Equity Japan Social/Environmental	1,217
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	38,965
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	1,839
iShares MSCI Japan UCITS ETF (Dist)	0.73%	Equity Japan	2,373
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.28%	Equity World Financials Social/Environmental	1,133
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	200
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	4,041
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.07%	Equity World	48
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	403
Invesco Global Enhanced Equity UCITS ETF Acc	0.09%	Equity World Multi-Factor Strategy	578
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.40%	Equity World Dividend	1,318
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	0.92%	Equity Japan Dividend	90
UBS Core MSCI Japan UCITS ETF hGBP dis	0.73%	Equity Japan	232
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.44%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	49
Xtrackers MSCI Japan ESG UCITS ETF 1C	1.44%	Equity Japan Social/Environmental	2,655
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	28,030
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	0.96%	Equity Japan Social/Environmental	1
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.15%	Equity World Social/Environmental Climate Change	384
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.05%	Equity World Multi-Factor Strategy	555
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	4.11%	Equity Japan Social/Environmental	33
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,525
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	20
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF JPY (acc)	0.39%	Equity Japan Social/Environmental	207
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,180
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,149
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	240
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	97
WisdomTree Japan Equity UCITS ETF USD Hedged	0.92%	Equity Japan Dividend	99
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	1.21%	Equity Japan Social/Environmental Climate Change	92
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.19%	Equity World Social/Environmental Climate Change	208
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	105
iShares MSCI Japan Screened UCITS ETF USD (Dist)	0.80%	Equity Japan Social/Environmental	335
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,551
Xtrackers MSCI World UCITS ETF 1C	0.07%	Equity World	18,831
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.09%	Equity World Multi-Factor Strategy	8
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.39%	Equity Japan Social/Environmental	2
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	0.72%	Equity Japan	479
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	531
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	1,000
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.12%	Equity World Social/Environmental Catholic principles	164
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	0.77%	Equity Japan Social/Environmental	5
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	4,018
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	78
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	0.58%	Equity Japan	1
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,265
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	98
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	15
UBS MSCI Japan Socially Responsible UCITS ETF hUSD acc	2.81%	Equity Japan Social/Environmental Climate Change	4
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.34%	Equity World Multi-Factor Strategy	4
UBS MSCI Japan Socially Responsible UCITS ETF hCHF dis	2.81%	Equity Japan Social/Environmental Climate Change	55
Xtrackers MSCI Japan Screened UCITS ETF 1D	0.77%	Equity Japan Social/Environmental	295
Xtrackers MSCI World Financials UCITS ETF 1C	0.26%	Equity World Financials	750
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.19%	Equity World Social/Environmental Climate Change	327
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	50
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	1.18%	Equity Japan Social/Environmental	0
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.15%	Equity World	2,885

Performance

Returns overview

YTD	+4.54%
1 month	-2.39%
3 months	-7.28%
6 months	+6.51%
1 year	+20.35%
3 years	+125.45%
5 years	+182.11%
Since inception (MAX)	+375.58%
2025	+22.36%
2024	+62.05%
2023	+4.41%
2022	+16.35%

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).