Sompo Holdings, Inc.

ISIN JP3165000005

WKN A1CTAF

Market cap (in EUR)

29,822 m

Country

Japan

Sector

Finance

Dividend yield

2.59%

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.

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Finance Insurance Japan

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Financials

Key metrics

Market capitalisation, EUR	29,822 m
EPS, EUR	2.67
P/B ratio	1.0
P/E ratio	23.2
Dividend yield	2.59%

Income statement (2024)

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

What ETF is Sompo Holdings, Inc. in?

There are 325 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 iShares MSCI Japan SRI UCITS ETF USD (Acc).

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	18
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	845
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	0.72%	Equity Japan Social/Environmental Climate Change	1
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.34%	Equity World Value	364
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	682
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,099
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	38
Xtrackers MSCI World Value UCITS ETF 1C	0.07%	Equity World Value	3,717
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	28
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	1.44%	Equity Japan Social/Environmental Climate Change	195
State Street SPDR MSCI World Financials UCITS ETF USD	0.22%	Equity World Financials	271
Xtrackers MSCI World ex USA UCITS ETF 1C	0.13%	Equity World	4,981
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.27%	Equity World Low Volatility/Risk Weighted	67
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	25
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	0.51%	Equity Japan	60
Xtrackers Nikkei 225 UCITS ETF 1D	0.20%	Equity Japan	1,667
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,361
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.28%	Equity World Fundamental/Quality	9
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	0.50%	Equity Japan	46
UBS MSCI World ex USA UCITS ETF USD acc	0.12%	Equity World	82
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	36
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	3
L&G Global Quality Dividends UCITS ETF USD Acc	0.16%	Equity World Dividend	19
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	68
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	0.68%	Equity Japan Social/Environmental	28
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	480
iShares Core MSCI Japan IMI UCITS ETF	0.50%	Equity Japan	6,491
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	478
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.04%	Equity World Multi-Factor Strategy	220
UBS Core MSCI Japan UCITS ETF hUSD acc	0.64%	Equity Japan	144
HSBC MSCI Japan UCITS ETF USD (Acc)	0.63%	Equity Japan	13
Amundi Japan TOPIX II UCITS ETF JPY Dist	0.51%	Equity Japan	117
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - CHF Hedged (C)	3.59%	Equity Japan Social/Environmental	1
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	0.68%	Equity Japan Social/Environmental	61
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.70%	Equity Asia Pacific Social/Environmental Climate Change	162
Amundi MSCI World ESG Selection UCITS ETF Acc	0.07%	Equity World Social/Environmental	1,715
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	0.63%	Equity Japan	1,072
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	368
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	0.51%	Equity Japan	74
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	0.62%	Equity Japan	200
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	65
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.36%	Equity World Momentum Climate Change	492
iShares MSCI Japan SRI UCITS ETF USD (Dist)	3.74%	Equity Japan Social/Environmental	48
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	39
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,233
Xtrackers MSCI World ESG UCITS ETF 1C	0.08%	Equity World Social/Environmental	4,979
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	0.63%	Equity Japan	29
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.02%	Equity World Social/Environmental	457
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP Hedged (C)	3.59%	Equity Japan Social/Environmental	15
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	1.44%	Equity Japan Social/Environmental Climate Change	352
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	3.59%	Equity Japan Social/Environmental	198
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,067
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	558
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	0.51%	Equity Japan	1,225
State Street SPDR MSCI Japan UCITS ETF JPY Unhedged	0.64%	Equity Japan	806
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental	1
Amundi Core MSCI Japan UCITS ETF Acc	0.64%	Equity Japan	4,730
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.28%	Equity World Fundamental/Quality	3
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	88
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.33%	Equity Asia Pacific Social/Environmental	35
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.07%	Equity World Value	264
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	207
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	1,202
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.34%	Equity World Momentum	214
Vanguard FTSE Japan UCITS ETF (USD) Distributing	0.51%	Equity Japan	2,423
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.07%	Equity World Dividend	7,551
UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc	2.54%	Equity Japan Social/Environmental Climate Change	98
HSBC Japan Screened Equity UCITS ETF USD (Dist)	0.02%	Equity Japan Social/Environmental Climate Change	21
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	32
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.32%	Equity World Dividend	25
HSBC Japan Screened Equity UCITS ETF USD (Acc)	0.02%	Equity Japan Social/Environmental Climate Change	257
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	0.63%	Equity Japan	161
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	465
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.34%	Equity Japan Social/Environmental	34
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	24
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.39%	Equity World Value	235
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	937
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.80%	Equity Japan Social/Environmental	69
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.12%	Equity World Social/Environmental	97
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.20%	Equity World Social/Environmental Climate Change	235
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.24%	Equity World Financials Social/Environmental	74
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	1,451
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	20
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	12,186
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.18%	Equity World Social/Environmental	219
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.16%	Equity World Social/Environmental Climate Change	3,714
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	0.64%	Equity Japan	18
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	949
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	0.72%	Equity Japan Social/Environmental Climate Change	1
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USD	0.54%	Equity Asia Pacific Dividend	244
Xtrackers Nikkei 225 UCITS ETF 1C	0.20%	Equity Japan	241
Invesco MSCI World Universal Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	208
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.07%	Equity World Dividend	1,885
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,298
UBS MSCI Japan Universal UCITS ETF JPY acc	0.76%	Equity Japan Social/Environmental Climate Change	126
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.28%	Equity World Fundamental/Quality	259
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.33%	Equity Asia Pacific Social/Environmental	226
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	33
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	117
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	1.11%	Equity Japan Social/Environmental	99
iShares MSCI Japan Screened UCITS ETF USD (Acc)	0.69%	Equity Japan Social/Environmental	1,695
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,349
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	3.74%	Equity Japan Social/Environmental	37
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.16%	Equity World Social/Environmental Climate Change	294
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	69
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Equity World Social/Environmental	172
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	0.63%	Equity Japan	813
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.10%	Equity World Low Volatility/Risk Weighted	17
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	320
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	398
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	3.59%	Equity Japan Social/Environmental	185
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.16%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.07%	Equity World Social/Environmental	277
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	1,541
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.08%	Equity World Social/Environmental	875
UBS MSCI World Selection UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	263
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
UBS Core MSCI Japan UCITS ETF hCHF acc	0.64%	Equity Japan	334
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.14%	Equity World Social/Environmental	199
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.12%	Equity World Social/Environmental	46
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	949
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	409
iShares Edge MSCI World Value Factor UCITS ETF	0.07%	Equity World Value	4,957
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	12,135
L&G Japan Equity UCITS ETF	0.60%	Equity Japan Social/Environmental	749
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	4,936
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.52%	Equity World Financials Social/Environmental	153
HSBC MSCI Japan UCITS ETF USD	0.63%	Equity Japan	182
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	22
Amundi Core MSCI Japan UCITS ETF Dist	0.64%	Equity Japan	360
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	39
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	1.82%	Equity Asia Pacific Social/Environmental Climate Change	101
Xtrackers MSCI Japan UCITS ETF 1C	0.63%	Equity Japan	4,284
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.14%	Equity World Momentum	3,332
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	722
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	0.04%	Equity World	373
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	109,579
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	1.82%	Equity Asia Pacific Social/Environmental Climate Change	617
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	78
BNP Paribas Easy MSCI Japan Min TE UCITS ETF GBP Hedged	0.85%	Equity Japan Social/Environmental	55
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.35%	Equity World Dividend	263
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	654
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.18%	Equity World Social/Environmental	2,657
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	47
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	53
L&G Global Quality Dividends UCITS ETF USD Dist	0.16%	Equity World Dividend	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	19,265
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.13%	Equity World Social/Environmental Climate Change	438
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.28%	Equity World Fundamental/Quality	607
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	8,261
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	0.14%	Equity World Momentum	1,545
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D	0.83%	Equity Japan Social/Environmental Climate Change	4
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc)	0.90%	Equity Japan	142
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.20%	Equity Japan	198
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	32
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Ex USA UCITS ETF Dist	0.13%	Equity World	113
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	941
iShares MSCI Japan SRI UCITS ETF EUR Hedged (Acc)	3.74%	Equity Japan Social/Environmental	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	724
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,151
Amundi MSCI World Ex USA UCITS ETF Acc	0.13%	Equity World	538
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	91
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	7,314
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.15%	Equity World Social/Environmental	110
iShares MSCI Japan SRI UCITS ETF USD (Acc)	3.74%	Equity Japan Social/Environmental	430
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	471
WisdomTree Japan Equity UCITS ETF USD Acc	0.83%	Equity Japan Dividend	257
Invesco MSCI Japan Universal Screened UCITS ETF Acc	0.80%	Equity Japan Social/Environmental	8
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.34%	Equity Japan Social/Environmental	37
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)	0.01%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	16
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,175
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	3.59%	Equity Japan Social/Environmental	2
UBS Core MSCI Japan UCITS ETF hEUR acc	0.64%	Equity Japan	169
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,315
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.02%	Equity World Social/Environmental	22
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,005
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	1,560
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.34%	Equity World Multi-Factor Strategy	800
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	453
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	106
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	4,404
UBS Core MSCI Japan UCITS ETF JPY acc	0.64%	Equity Japan	3,760
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	2.54%	Equity Japan Social/Environmental Climate Change	68
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	1,603
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.13%	Equity World Social/Environmental Climate Change	27
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.12%	Equity World Social/Environmental Catholic principles	86
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	83
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.04%	Equity World	14,531
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	0.64%	Equity Japan	56
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	1.39%	Equity Japan Social/Environmental	297
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	0.64%	Equity Japan	189
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	85
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,516
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.13%	Equity World Social/Environmental Climate Change	583
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	629
iShares MSCI World SRI UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	1,435
Amundi Prime Japan UCITS ETF DR (D)	0.58%	Equity Japan	2,200
Xtrackers MSCI World ex USA UCITS ETF 1D	0.13%	Equity World	215
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	0.83%	Equity Japan Dividend	21
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.19%	Equity World Social/Environmental	98
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.15%	Equity World Social/Environmental	57
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	352
Xtrackers MSCI Japan UCITS ETF 1D	0.63%	Equity Japan	147
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	257
Amundi Japan TOPIX II UCITS ETF EUR Dist	0.51%	Equity Japan	2
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	117
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	9
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,080
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	2.54%	Equity Japan Social/Environmental Climate Change	267
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	0.80%	Equity Japan Social/Environmental	670
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	82
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.13%	Equity World Social/Environmental Climate Change	34
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,409
UBS MSCI World Selection UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	41
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	0.18%	Equity World Social/Environmental	51
Xtrackers MSCI World Climate Transition UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	19
Amundi Prime Japan UCITS ETF DR (C)	0.58%	Equity Japan	439
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	997
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	115
UBS Core MSCI Japan UCITS ETF hEUR dis	0.64%	Equity Japan	45
WisdomTree Japan Equity UCITS ETF GBP Hedged	0.83%	Equity Japan Dividend	29
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	73
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.08%	Equity World Social/Environmental	189
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,359
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,469
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	272
iShares MSCI Japan UCITS ETF USD (Acc)	0.63%	Equity Japan	1,116
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.13%	Equity World Social/Environmental Climate Change	643
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	194
UBS Core MSCI Japan UCITS ETF JPY dis	0.64%	Equity Japan	1,284
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.15%	Equity World Social/Environmental	254
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.27%	Equity World Low Volatility/Risk Weighted	233
Invesco Global Active ESG Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	1,384
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	100
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	803
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.34%	Equity Japan Social/Environmental	385
iShares Nikkei 225 UCITS ETF (Acc)	0.19%	Equity Japan	441
UBS MSCI World Selection UCITS ETF USD acc	0.07%	Equity World Social/Environmental	643
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	1.44%	Equity Japan Social/Environmental Climate Change	392
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.21%	Equity World Social/Environmental Climate Change	4
Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc	2.70%	Equity Japan Social/Environmental Climate Change	63
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.35%	Equity World Value	310
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.13%	Equity World Social/Environmental Climate Change	379
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	0.64%	Equity Japan	14
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,213
VanEck World Equal Weight Screened UCITS ETF A	0.36%	Equity World Equal Weighted	1,180
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	0.50%	Equity Japan	140
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	0.83%	Equity Japan Dividend	59
WisdomTree Global Value UCITS ETF USD (Acc)	0.30%	Equity World Value	2
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.15%	Equity World Social/Environmental	6,118
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,541
State Street SPDR MSCI Japan UCITS ETF EUR Hedged	0.64%	Equity Japan	39
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	0.80%	Equity Japan Social/Environmental	1,165
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	30,766
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,522
iShares MSCI Japan UCITS ETF (Dist)	0.63%	Equity Japan	1,885
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.24%	Equity World Financials Social/Environmental	604
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	168
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	3,747
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	43
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.06%	Equity World Social/Environmental	431
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	409
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.35%	Equity World Dividend	1,161
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	0.83%	Equity Japan Dividend	83
UBS Core MSCI Japan UCITS ETF hGBP dis	0.64%	Equity Japan	230
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	0.40%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	41
Xtrackers MSCI Japan ESG UCITS ETF 1C	1.26%	Equity Japan Social/Environmental	3,002
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	22,692
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	0.83%	Equity Japan Social/Environmental	1
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.13%	Equity World Social/Environmental Climate Change	357
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.05%	Equity World Multi-Factor Strategy	372
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	3.59%	Equity Japan Social/Environmental	32
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,038
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Equity World Social/Environmental	16
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF JPY (acc)	0.34%	Equity Japan Social/Environmental	169
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	970
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	4,596
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	201
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	92
WisdomTree Japan Equity UCITS ETF USD Hedged	0.83%	Equity Japan Dividend	92
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.30%	Equity World Dividend	117
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	1.44%	Equity Japan Social/Environmental Climate Change	82
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.16%	Equity World Social/Environmental Climate Change	193
iShares MSCI Japan Screened UCITS ETF USD (Dist)	0.69%	Equity Japan Social/Environmental	368
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,142
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	16,437
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	7
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.34%	Equity Japan Social/Environmental	3
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	0.64%	Equity Japan	524
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	464
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	0.20%	Equity World Social/Environmental Climate Change	971
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.10%	Equity World Social/Environmental Catholic principles	140
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	0.68%	Equity Japan Social/Environmental	6
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	2,956
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	33
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	0.51%	Equity Japan	0
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,165
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	82
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	14
UBS MSCI Japan Socially Responsible UCITS ETF hUSD acc	2.54%	Equity Japan Social/Environmental Climate Change	4
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.34%	Equity World Multi-Factor Strategy	3
UBS MSCI Japan Socially Responsible UCITS ETF hCHF dis	2.54%	Equity Japan Social/Environmental Climate Change	51
Xtrackers MSCI Japan Screened UCITS ETF 1D	0.68%	Equity Japan Social/Environmental	315
Xtrackers MSCI World Financials UCITS ETF 1C	0.22%	Equity World Financials	769
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.16%	Equity World Social/Environmental Climate Change	299
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	32
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	1.38%	Equity Japan Social/Environmental	1
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.13%	Equity World	2,419
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.10%	Equity World Multi-Factor Strategy	119

Performance

Returns overview

YTD	+8.72%
1 month	-2.51%
3 months	+11.49%
6 months	+14.51%
1 year	+15.66%
3 years	+148.87%
5 years	+193.40%
Since inception (MAX)	+394.61%
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).