Sompo Holdings, Inc.

ISIN JP3165000005

WKN A1CTAF

Market cap (in EUR)

32,259 m

Country

Japan

Sector

Finance

Dividend yield

2.35%

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	32,259 m
EPS, EUR	4.01
P/B ratio	1.1
P/E ratio	9.1
Dividend yield	2.35%

Income statement (2025)

Revenue, EUR	35,244 m
Net income, EUR	3,669 m
Profit margin	10.41%

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What ETF is Sompo Holdings, Inc. in?

There are 343 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)	0.03%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	1,007
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	0.39%	Equity Japan Social/Environmental Climate Change	1
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.35%	Equity World Value	599
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	754
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,404
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	46
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.27%	Equity World Social/Environmental	222
Xtrackers MSCI World Value UCITS ETF 1C	0.07%	Equity World Value	4,328
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.13%	Equity World Social/Environmental Climate Change	25
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	1.12%	Equity Japan Social/Environmental Climate Change	195
State Street SPDR MSCI World Financials UCITS ETF USD	0.24%	Equity World Financials	266
Xtrackers MSCI World ex USA UCITS ETF 1C	0.13%	Equity World	5,711
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.29%	Equity World Low Volatility/Risk Weighted	52
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	28
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.13%	Equity World Low Volatility/Risk Weighted	238
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	0.53%	Equity Japan	80
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	0.19%	Equity Japan	2,157
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,854
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.29%	Equity World Fundamental/Quality	12
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	0.51%	Equity Japan	54
UBS MSCI World ex USA UCITS ETF USD acc	0.14%	Equity World	155
CT QR Series Global Equity Active UCITS ETF USD Dist	0.17%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	24
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	12
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	28
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	92
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	0.69%	Equity Japan Social/Environmental	28
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	597
iShares Core MSCI Japan IMI UCITS ETF	0.51%	Equity Japan	7,003
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	668
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	225
UBS Core MSCI Japan UCITS ETF hUSD acc	0.65%	Equity Japan	159
HSBC MSCI Japan UCITS ETF USD (Acc)	0.66%	Equity Japan	15
Amundi Japan TOPIX II UCITS ETF JPY Dist	0.54%	Equity Japan	125
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - CHF Hedged (C)	3.94%	Equity Japan Social/Environmental	1
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	0.69%	Equity Japan Social/Environmental	77
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.69%	Equity Asia Pacific Social/Environmental Climate Change	177
Amundi MSCI World ESG Selection UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,813
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	0.66%	Equity Japan	1,329
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.08%	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	0.53%	Equity Japan	100
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	0.66%	Equity Japan	231
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.08%	Equity World	28
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	94
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.37%	Equity World Momentum Climate Change	546
iShares MSCI Japan SRI UCITS ETF USD (Dist)	3.71%	Equity Japan Social/Environmental	50
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,884
Xtrackers MSCI World ESG UCITS ETF 1C	0.08%	Equity World Social/Environmental	5,200
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	0.65%	Equity Japan	32
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.02%	Equity World Social/Environmental	558
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP Hedged (C)	3.94%	Equity Japan Social/Environmental	15
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	1.12%	Equity Japan Social/Environmental Climate Change	408
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	3.94%	Equity Japan Social/Environmental	222
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	2,287
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	733
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	0.53%	Equity Japan	1,290
State Street SPDR MSCI Japan UCITS ETF JPY Unhedged	0.66%	Equity Japan	932
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	2
Amundi Core MSCI Japan UCITS ETF Acc	0.67%	Equity Japan	5,442
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.29%	Equity World Fundamental/Quality	3
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	71
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.33%	Equity Asia Pacific Social/Environmental	50
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.07%	Equity World Value	400
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	230
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	1,251
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.37%	Equity World Momentum	225
Vanguard FTSE Japan UCITS ETF (USD) Distributing	0.53%	Equity Japan	2,799
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.08%	Equity World Dividend	8,596
UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc	2.54%	Equity Japan Social/Environmental Climate Change	108
HSBC Japan Screened Equity UCITS ETF USD (Dist)	0.02%	Equity Japan Social/Environmental Climate Change	29
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	37
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.33%	Equity World Dividend	29
HSBC Japan Screened Equity UCITS ETF USD (Acc)	0.02%	Equity Japan Social/Environmental Climate Change	275
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	106
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	0.65%	Equity Japan	159
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	450
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.35%	Equity Japan Social/Environmental	37
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	61
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.44%	Equity World Value	266
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,148
iShares MSCI Japan CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.83%	Equity Japan Social/Environmental	82
UBS Core MSCI Japan UCITS ETF USD acc	0.65%	Equity Japan	38
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.12%	Equity World Social/Environmental	107
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.15%	Equity World Social/Environmental Climate Change	184
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.26%	Equity World Financials Social/Environmental	27
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	2,595
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	0.12%	Equity World Value	6
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	13,545
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.21%	Equity World Social/Environmental	227
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental Climate Change	4,235
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.13%	Equity World	0
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	0.67%	Equity Japan	28
CT QR Series Global Equity Active UCITS ETF USD Acc	0.17%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,421
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	0.39%	Equity Japan Social/Environmental Climate Change	1
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USD	0.30%	Equity Asia Pacific Dividend	209
Xtrackers Nikkei 225 UCITS ETF 1C	0.19%	Equity Japan	432
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.08%	Equity World Dividend	2,444
Invesco MSCI World Universal Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	266
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,266
UBS MSCI Japan Universal UCITS ETF JPY acc	0.80%	Equity Japan Social/Environmental Climate Change	37
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.29%	Equity World Fundamental/Quality	227
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.33%	Equity Asia Pacific Social/Environmental	330
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	68
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	105
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	0.88%	Equity Japan Social/Environmental	120
iShares MSCI Japan Screened UCITS ETF USD (Acc)	0.71%	Equity Japan Social/Environmental	2,169
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,436
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	3.71%	Equity Japan Social/Environmental	25
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.16%	Equity World Social/Environmental Climate Change	350
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	83
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	219
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	0.65%	Equity Japan	861
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.42%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	821
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	3.94%	Equity Japan Social/Environmental	180
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	313
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.17%	Equity World Social/Environmental Climate Change	1,808
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.08%	Equity World Social/Environmental	1,112
UBS MSCI World Selection UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	291
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	0.03%	Equity World	19
UBS Core MSCI Japan UCITS ETF hCHF acc	0.65%	Equity Japan	368
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.08%	Equity World Social/Environmental	256
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.12%	Equity World Social/Environmental	50
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,165
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	434
iShares Edge MSCI World Value Factor UCITS ETF	0.07%	Equity World Value	6,401
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	13,923
iShares Japan Dividend UCITS ETF USD (Dist)	1.71%	Equity Japan Dividend	9
L&G Japan Equity UCITS ETF	0.62%	Equity Japan Social/Environmental	750
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	5,521
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.46%	Equity World Financials Social/Environmental	123
HSBC MSCI Japan UCITS ETF USD	0.66%	Equity Japan	210
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	30
Amundi Core MSCI Japan UCITS ETF Dist	0.67%	Equity Japan	431
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.20%	Equity World Social/Environmental Climate Change	53
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	1.83%	Equity Asia Pacific Social/Environmental Climate Change	116
Xtrackers MSCI Japan UCITS ETF 1C	0.65%	Equity Japan	5,737
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.16%	Equity World Momentum	4,909
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	879
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	460
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	123,285
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	1.83%	Equity Asia Pacific Social/Environmental Climate Change	605
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	97
BNP Paribas Easy MSCI Japan Min TE UCITS ETF GBP Hedged	0.86%	Equity Japan Social/Environmental	72
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.36%	Equity World Dividend	432
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	775
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.21%	Equity World Social/Environmental	3,089
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	59
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	180
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	22,594
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.13%	Equity World Social/Environmental Climate Change	491
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.29%	Equity World Fundamental/Quality	636
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	13,860
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	0.12%	Equity World Momentum	2,014
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D	0.86%	Equity Japan Social/Environmental Climate Change	5
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc)	0.97%	Equity Japan Social/Environmental	556
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.19%	Equity Japan	283
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental Climate Change	4
Amundi MSCI World Ex USA UCITS ETF Dist	0.14%	Equity World	125
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	824
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	259
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.04%	Equity World	12
iShares MSCI Japan SRI UCITS ETF EUR Hedged (Acc)	3.71%	Equity Japan Social/Environmental	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	951
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,543
Amundi MSCI World Ex USA UCITS ETF Acc	0.14%	Equity World	655
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	111
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	9,348
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.16%	Equity World Social/Environmental	126
iShares MSCI Japan SRI UCITS ETF USD (Acc)	3.71%	Equity Japan Social/Environmental	443
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	755
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	234
WisdomTree Japan Equity UCITS ETF USD Acc	0.85%	Equity Japan Dividend	379
Invesco MSCI Japan Universal Screened UCITS ETF Acc	0.83%	Equity Japan Social/Environmental	12
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.35%	Equity Japan Social/Environmental	42
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	12
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.02%	Equity World Social/Environmental	4
Invesco Global Buyback Achievers UCITS ETF	1.03%	Equity World Buyback	136
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	25
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.04%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	2,047
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	3.94%	Equity Japan Social/Environmental	2
UBS Core MSCI Japan UCITS ETF hEUR acc	0.65%	Equity Japan	269
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,459
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.02%	Equity World Social/Environmental	28
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,595
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	1,728
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.34%	Equity World Multi-Factor Strategy	979
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	523
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	120
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	6,030
UBS Core MSCI Japan UCITS ETF JPY acc	0.65%	Equity Japan	4,366
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	2.54%	Equity Japan Social/Environmental Climate Change	77
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	1,806
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.13%	Equity World Social/Environmental Climate Change	39
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.12%	Equity World Social/Environmental Catholic principles	106
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental	91
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	16,848
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	0.65%	Equity Japan	61
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	1.05%	Equity Japan Social/Environmental	297
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	0.67%	Equity Japan	204
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	143
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.24%	Equity World Multi-Factor Strategy	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,039
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.13%	Equity World Social/Environmental Climate Change	718
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	673
iShares MSCI World SRI UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	1,597
Amundi Prime Japan UCITS ETF DR (D)	0.62%	Equity Japan	2,566
Xtrackers MSCI World ex USA UCITS ETF 1D	0.13%	Equity World	231
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	0.85%	Equity Japan Dividend	24
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.20%	Equity World Social/Environmental	114
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.16%	Equity World Social/Environmental	64
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	419
Xtrackers MSCI Japan UCITS ETF 1D	0.65%	Equity Japan	183
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	320
Amundi Japan TOPIX II UCITS ETF EUR Dist	0.54%	Equity Japan	2
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	140
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Japan Social/Environmental Climate Change	182
Franklin FTSE Japan UCITS ETF (Acc)	0.52%	Equity Japan	10
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.04%	Equity World	159
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental	17
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,903
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	2.54%	Equity Japan Social/Environmental Climate Change	305
iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist)	0.83%	Equity Japan Social/Environmental	788
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	96
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.13%	Equity World Social/Environmental Climate Change	46
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	3,414
UBS MSCI World Selection UCITS ETF hEUR acc	0.07%	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	0.21%	Equity World Social/Environmental	68
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.07%	Equity World Social/Environmental Climate Change	22
Amundi Prime Japan UCITS ETF DR (C)	0.62%	Equity Japan	587
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,154
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	191
UBS Core MSCI Japan UCITS ETF hEUR dis	0.65%	Equity Japan	53
WisdomTree Japan Equity UCITS ETF GBP Hedged	0.85%	Equity Japan Dividend	35
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	84
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	17
Xtrackers MSCI World ESG UCITS ETF 1D	0.08%	Equity World Social/Environmental	21
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	5,293
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,576
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	278
iShares MSCI Japan UCITS ETF USD (Acc)	0.66%	Equity Japan	1,412
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.13%	Equity World Social/Environmental Climate Change	814
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,734
UBS Core MSCI Japan UCITS ETF JPY dis	0.65%	Equity Japan	1,396
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.16%	Equity World Social/Environmental	281
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.29%	Equity World Low Volatility/Risk Weighted	215
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	114
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	888
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.35%	Equity Japan Social/Environmental	451
iShares Nikkei 225 UCITS ETF (Acc)	0.19%	Equity Japan	619
UBS MSCI World Selection UCITS ETF USD acc	0.07%	Equity World Social/Environmental	718
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	1.12%	Equity Japan Social/Environmental Climate Change	448
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental Climate Change	5
Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc	2.89%	Equity Japan Social/Environmental Climate Change	35
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.38%	Equity World Value	279
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.13%	Equity World Social/Environmental Climate Change	501
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	0.67%	Equity Japan	17
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,130
VanEck World Equal Weight Screened UCITS ETF A	0.38%	Equity World Equal Weighted	1,358
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	0.51%	Equity Japan	115
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	0.85%	Equity Japan Dividend	69
WisdomTree Global Value UCITS ETF USD (Acc)	0.31%	Equity World Value	1
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.16%	Equity World Social/Environmental	6,959
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,772
State Street SPDR MSCI Japan UCITS ETF EUR Hedged	0.66%	Equity Japan	56
iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Acc)	0.83%	Equity Japan Social/Environmental	1,339
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	42,727
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	1,904
iShares MSCI Japan UCITS ETF (Dist)	0.65%	Equity Japan	2,715
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.26%	Equity World Financials Social/Environmental	1,286
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	210
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	4,338
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	51
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	405
Invesco Global Enhanced Equity UCITS ETF Acc	0.08%	Equity World Multi-Factor Strategy	676
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.36%	Equity World Dividend	1,376
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	0.85%	Equity Japan Dividend	96
UBS Core MSCI Japan UCITS ETF hGBP dis	0.65%	Equity Japan	249
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	0.39%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	57
Xtrackers MSCI Japan ESG UCITS ETF 1C	1.26%	Equity Japan Social/Environmental	2,869
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	29,594
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	0.86%	Equity Japan Social/Environmental	0
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.13%	Equity World Social/Environmental Climate Change	392
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.05%	Equity World Multi-Factor Strategy	574
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	3.94%	Equity Japan Social/Environmental	26
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,602
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	27
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF JPY (acc)	0.35%	Equity Japan Social/Environmental	235
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,292
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,333
Xtrackers FTSE All-World UCITS ETF 1C	0.03%	Equity World	35
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	257
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100
WisdomTree Japan Equity UCITS ETF USD Hedged	0.85%	Equity Japan Dividend	107
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	1.12%	Equity Japan Social/Environmental Climate Change	103
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.16%	Equity World Social/Environmental Climate Change	220
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	105
iShares MSCI Japan Screened UCITS ETF USD (Dist)	0.71%	Equity Japan Social/Environmental	363
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,561
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	19,498
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	8
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.35%	Equity Japan Social/Environmental	2
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	0.66%	Equity Japan	512
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	536
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	0.15%	Equity World Social/Environmental Climate Change	1,035
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.10%	Equity World Social/Environmental Catholic principles	164
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	0.69%	Equity Japan Social/Environmental	5
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	4,411
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	80
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	0.54%	Equity Japan	1
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	1,303
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	99
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	15
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	4
UBS MSCI Japan Socially Responsible UCITS ETF hCHF dis	2.54%	Equity Japan Social/Environmental Climate Change	58
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Dist)	0.97%	Equity Japan Social/Environmental	3
Xtrackers MSCI Japan Screened UCITS ETF 1D	0.69%	Equity Japan Social/Environmental	337
Xtrackers MSCI World Financials UCITS ETF 1C	0.23%	Equity World Financials	775
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.16%	Equity World Social/Environmental Climate Change	339
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	59
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	1.05%	Equity Japan Social/Environmental	0
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.13%	Equity World	2,986

Performance

Returns overview

YTD	+13.65%
1 month	+5.61%
3 months	+3.37%
6 months	+18.13%
1 year	+31.69%
3 years	+144.48%
5 years	+213.04%
Since inception (MAX)	+417.06%
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).