Sompo Holdings, Inc.

ISIN JP3165000005

WKN A1CTAF

Market cap (in EUR)

26,995 m

Country

Japan

Sector

Finance

Dividend yield

2.85%

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Overview

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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.

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Finance Insurance Japan

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Financials

Key metrics

Market capitalisation, EUR	26,995 m
EPS, EUR	2.67
P/B ratio	1.0
P/E ratio	21.1
Dividend yield	2.85%

Income statement (2024)

Revenue, EUR	32,936 m
Net income, EUR	1,487 m
Profit margin	4.52%

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What ETF is Sompo Holdings, Inc. in?

There are 314 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 (C).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.03%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	688
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	0.70%	Equity Japan Social/Environmental Climate Change	0
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	670
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	722
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.08%	Equity World Fundamental/Quality	3,672
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	0.81%	Equity Japan Social/Environmental Climate Change	197
SPDR MSCI World Financials UCITS ETF	0.21%	Equity World Financials	299
Xtrackers MSCI World ex USA UCITS ETF 1C	0.12%	Equity World	3,812
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Low Volatility/Risk Weighted	79
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	15
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	0.49%	Equity Japan	46
Xtrackers Nikkei 225 UCITS ETF 1D	0.20%	Equity Japan	1,508
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,287
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.25%	Equity World Fundamental/Quality	9
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	0.47%	Equity Japan	145
UBS MSCI World ex USA UCITS ETF USD acc	0.12%	Equity World	54
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	66
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	0.66%	Equity Japan Social/Environmental	26
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	486
iShares Core MSCI Japan IMI UCITS ETF	0.47%	Equity Japan	5,976
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	348
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	266
UBS Core MSCI Japan UCITS ETF hUSD acc	0.59%	Equity Japan	148
HSBC MSCI Japan UCITS ETF USD (Acc)	0.60%	Equity Japan	11
Amundi Japan TOPIX II UCITS ETF JPY Dist	0.47%	Equity Japan	107
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - CHF Hedged (C)	3.30%	Equity Japan Social/Environmental	2
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	0.66%	Equity Japan Social/Environmental	64
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.64%	Equity Asia Pacific Social/Environmental Climate Change	155
Amundi MSCI World ESG Selection UCITS ETF Acc	0.07%	Equity World Social/Environmental	1,727
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	0.58%	Equity Japan	988
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	0.49%	Equity Japan	71
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	0.57%	Equity Japan	185
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	65
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.34%	Equity World Momentum Climate Change	3
iShares MSCI Japan SRI UCITS ETF USD (Dist)	3.17%	Equity Japan Social/Environmental	78
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	32
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,771
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	0.63%	Equity Japan	19
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.02%	Equity World Social/Environmental	434
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP Hedged (C)	3.30%	Equity Japan Social/Environmental	14
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	0.81%	Equity Japan Social/Environmental Climate Change	290
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	3.30%	Equity Japan Social/Environmental	178
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	1,866
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.08%	Equity World Fundamental/Quality	2,220
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	678
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	0.49%	Equity Japan	1,119
SPDR MSCI Japan UCITS ETF	0.61%	Equity Japan	740
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	0.62%	Equity Japan	4,164
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.25%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	322
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.33%	Equity Asia Pacific Social/Environmental	25
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	186
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,167
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.34%	Equity World Momentum	207
Vanguard FTSE Japan UCITS ETF (USD) Distributing	0.49%	Equity Japan	2,291
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.07%	Equity World Dividend	6,425
UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc	2.29%	Equity Japan Social/Environmental Climate Change	103
HSBC JAPAN SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity Japan Social/Environmental Climate Change	13
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	29
HSBC JAPAN SCREENED EQUITY UCITS ETF USD	0.02%	Equity Japan Social/Environmental Climate Change	223
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	0.63%	Equity Japan	148
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.32%	Equity Japan Social/Environmental	25
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	59
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.00%	Equity World Low Volatility/Risk Weighted Climate Change	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.14%	Equity World Social/Environmental	24
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	0.38%	Equity World Value	236
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	865
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.76%	Equity Japan Social/Environmental	16
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.11%	Equity World Social/Environmental	105
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.19%	Equity World Social/Environmental Climate Change	269
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.23%	Equity World Financials Social/Environmental	117
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	21
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	902
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	12,514
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.13%	Equity World Social/Environmental	282
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.14%	Equity World Social/Environmental Climate Change	3,945
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	0.62%	Equity Japan	1
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	941
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	0.70%	Equity Japan Social/Environmental Climate Change	1
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF (Dist)	0.54%	Equity Asia Pacific Dividend	242
Xtrackers Nikkei 225 UCITS ETF 1C	0.20%	Equity Japan	221
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.07%	Equity World Dividend	1,396
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	204
UBS MSCI Japan Universal UCITS ETF JPY acc	0.73%	Equity Japan Social/Environmental Climate Change	94
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.25%	Equity World Fundamental/Quality	291
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.33%	Equity Asia Pacific Social/Environmental	172
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	47
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	92
Franklin Global Quality Dividend UCITS ETF (Dist)	1.13%	Equity World Dividend	91
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	0.78%	Equity Japan Social/Environmental	90
iShares MSCI Japan Screened UCITS ETF USD (Acc)	0.64%	Equity Japan Social/Environmental	1,574
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,375
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	3.17%	Equity Japan Social/Environmental	15
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	307
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	165
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	0.63%	Equity Japan	665
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	322
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	292
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	3.30%	Equity Japan Social/Environmental	207
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.15%	Equity World Social/Environmental Climate Change	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	290
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.14%	Equity World Social/Environmental Climate Change	1,564
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	892
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	221
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
UBS Core MSCI Japan UCITS ETF hCHF acc	0.59%	Equity Japan	285
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.08%	Equity World Social/Environmental	197
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.11%	Equity World Social/Environmental	47
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	965
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	114
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	11,849
L&G Japan Equity UCITS ETF	0.57%	Equity Japan Social/Environmental	697
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	5,121
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.53%	Equity World Financials Social/Environmental	539
HSBC MSCI Japan UCITS ETF USD	0.60%	Equity Japan	169
BNP Paribas Easy MSCI Japan Min TE UCITS ETF	0.77%	Equity Japan Social/Environmental	1,498
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	24
Amundi Core MSCI Japan UCITS ETF Dist	0.62%	Equity Japan	351
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	19
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	1.80%	Equity Asia Pacific Social/Environmental Climate Change	100
Xtrackers MSCI Japan UCITS ETF 1C	0.63%	Equity Japan	3,711
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.14%	Equity World Momentum	2,995
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	662
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	108,821
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	1.80%	Equity Asia Pacific Social/Environmental Climate Change	845
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	71
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.34%	Equity World Dividend	229
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	669
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.13%	Equity World Social/Environmental	3,039
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	21
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	18,591
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	570
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.25%	Equity World Fundamental/Quality	625
SPDR MSCI All Country World UCITS ETF (Acc)	0.03%	Equity World	7,085
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Momentum UCITS ETF 1C	0.15%	Equity World Momentum	1,569
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D 1D	0.56%	Equity Japan Social/Environmental Climate Change	4
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.20%	Equity Japan	139
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.19%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Ex USA UCITS ETF Dist	0.13%	Equity World	83
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.18%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	960
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.00%	Equity World Low Volatility/Risk Weighted Climate Change	4
iShares MSCI Japan SRI UCITS ETF EUR Hedged (Acc)	3.17%	Equity Japan Social/Environmental	0
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	720
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	917
Amundi MSCI World Ex USA UCITS ETF Acc	0.13%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	87
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	5,308
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.14%	Equity World Social/Environmental	91
iShares MSCI Japan SRI UCITS ETF USD (Acc)	3.17%	Equity Japan Social/Environmental	414
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	507
Invesco FTSE RAFI All World 3000 UCITS ETF	0.03%	Equity World Fundamental/Quality	136
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	182
WisdomTree Japan Equity UCITS ETF USD Acc	0.80%	Equity Japan Dividend	197
Invesco MSCI Japan Universal Screened UCITS ETF Acc	0.78%	Equity Japan Social/Environmental	7
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.32%	Equity Japan Social/Environmental	20
Franklin S&P World Screened UCITS ETF Acc	0.05%	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	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	5
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	814
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	3.30%	Equity Japan Social/Environmental	1
UBS Core MSCI Japan UCITS ETF hEUR acc	0.59%	Equity Japan	158
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,337
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.02%	Equity World Social/Environmental	17
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	4,756
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	1,907
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.34%	Equity World Multi-Factor Strategy	774
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	387
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental Climate Change	139
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	3,921
UBS Core MSCI Japan UCITS ETF JPY acc	0.59%	Equity Japan	3,348
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	2.29%	Equity Japan Social/Environmental Climate Change	69
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	1,570
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental Climate Change	35
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.12%	Equity World Social/Environmental Catholic principles	79
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.04%	Equity World	13,761
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	0.59%	Equity Japan	49
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	1.32%	Equity Japan Social/Environmental	297
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	0.62%	Equity Japan	166
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	71
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,486
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	565
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	782
iShares MSCI World SRI UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	1,446
Amundi Prime Japan UCITS ETF DR (D)	0.56%	Equity Japan	2,260
Xtrackers MSCI World ex USA UCITS ETF 1D	0.12%	Equity World	171
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	0.80%	Equity Japan Dividend	17
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.14%	Equity World Social/Environmental	53
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.13%	Equity World Social/Environmental	107
Xtrackers MSCI Japan UCITS ETF 1D	0.63%	Equity Japan	71
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	246
Amundi Japan TOPIX II UCITS ETF EUR Dist	0.47%	Equity Japan	325
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	121
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Japan Social/Environmental Climate Change	114
Franklin FTSE Japan UCITS ETF (Acc)	0.53%	Equity Japan	8
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	4,912
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	2.29%	Equity Japan Social/Environmental Climate Change	255
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	0.76%	Equity Japan Social/Environmental	446
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	80
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	31
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	2,133
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C 1C	0.33%	Equity World Fundamental/Quality	124
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.13%	Equity World Social/Environmental	48
Xtrackers MSCI World Climate Transition UCITS ETF	0.05%	Equity World Social/Environmental Climate Change	22
Amundi Prime Japan UCITS ETF DR (C)	0.56%	Equity Japan	300
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	946
UBS Core MSCI Japan UCITS ETF hEUR dis	0.59%	Equity Japan	43
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
WisdomTree Japan Equity UCITS ETF GBP Hedged	0.80%	Equity Japan Dividend	23
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.14%	Equity World Social/Environmental	14
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1D	0.07%	Equity World Social/Environmental	279
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,309
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,491
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	286
iShares MSCI Japan UCITS ETF USD (Acc)	0.59%	Equity Japan	1,084
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	763
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	133
UBS Core MSCI Japan UCITS ETF JPY dis	0.59%	Equity Japan	1,119
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.14%	Equity World Social/Environmental	275
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.23%	Equity World Low Volatility/Risk Weighted	254
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.08%	Equity World Multi-Factor Strategy	1,184
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	107
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	791
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.32%	Equity Japan Social/Environmental	332
iShares Nikkei 225 UCITS ETF (Acc)	0.18%	Equity Japan	382
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	661
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	0.81%	Equity Japan Social/Environmental Climate Change	366
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.13%	Equity World Social/Environmental Climate Change	4
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	456
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	0.62%	Equity Japan	10
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,372
VanEck World Equal Weight Screened UCITS ETF A	0.34%	Equity World Equal Weighted	1,144
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	0.47%	Equity Japan	70
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	0.80%	Equity Japan Dividend	91
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.14%	Equity World Social/Environmental	6,228
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,527
SPDR MSCI Japan EUR Hedged UCITS ETF	0.61%	Equity Japan	31
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	0.76%	Equity Japan Social/Environmental	1,172
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	26,565
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,439
iShares MSCI Japan UCITS ETF (Dist)	0.59%	Equity Japan	1,556
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.23%	Equity World Financials Social/Environmental	569
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental	4,430
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.03%	Equity World Social/Environmental	385
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	267
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.34%	Equity World Dividend	1,124
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	0.80%	Equity Japan Dividend	80
UBS Core MSCI Japan UCITS ETF hGBP dis	0.59%	Equity Japan	119
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.29%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	3
Xtrackers MSCI Japan ESG UCITS ETF 1C	1.21%	Equity Japan Social/Environmental	2,845
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	21,304
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	0.77%	Equity Japan Social/Environmental	1
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	147
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.05%	Equity World Multi-Factor Strategy	621
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	3.30%	Equity Japan Social/Environmental	59
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	971
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	1
Franklin Global Quality Dividend UCITS ETF (Acc)	1.13%	Equity World Dividend	3
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF JPY (acc)	0.32%	Equity Japan Social/Environmental	146
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	778
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,857
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	182
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	86
WisdomTree Japan Equity UCITS ETF USD Hedged	0.80%	Equity Japan Dividend	78
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.30%	Equity World Dividend	123
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	0.81%	Equity Japan Social/Environmental Climate Change	14
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental Climate Change	208
iShares MSCI Japan Screened UCITS ETF USD (Dist)	0.64%	Equity Japan Social/Environmental	333
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,002
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	0
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.32%	Equity Japan Social/Environmental	2
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	0.57%	Equity Japan	401
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	456
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	980
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.19%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.09%	Equity World Social/Environmental Catholic principles	143
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	0.66%	Equity Japan Social/Environmental	4
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	2,634
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	0.47%	Equity Japan	61
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,188
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	83
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	9
UBS MSCI Japan Socially Responsible UCITS ETF hUSD acc	2.29%	Equity Japan Social/Environmental Climate Change	4
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.34%	Equity World Multi-Factor Strategy	1
UBS MSCI Japan Socially Responsible UCITS ETF hCHF dis	2.29%	Equity Japan Social/Environmental Climate Change	50
Xtrackers MSCI Japan Screened UCITS ETF 1D	0.66%	Equity Japan Social/Environmental	280
Xtrackers MSCI World Financials UCITS ETF 1C	0.20%	Equity World Financials	2,560
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental Climate Change	242
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	15
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	1.32%	Equity Japan Social/Environmental	1
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.11%	Equity World	1,688
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.08%	Equity World Multi-Factor Strategy	117

Performance

Returns overview

YTD	+22.31%
1 month	+1.85%
3 months	+6.88%
6 months	+16.51%
1 year	+20.16%
3 years	+108.48%
5 years	+158.47%
Since inception (MAX)	+354.76%
2024	+62.05%
2023	+4.41%
2022	+16.35%
2021	+6.59%

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).