MS&AD Insurance Group Holdings, Inc.

ISIN JP3890310000

WKN A0NFRH

Market cap (in EUR)

31,188 m

Country

Japan

Sector

Finance

Dividend yield

2.88%

Overview

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Description

MS&AD Insurance Group Holdings, Inc. engages in the management of its group companies which are in the insurance business. Its operations are carried out through the following segments: Domestic Non-Life Insurance Business, Domestic Life Insurance Business, International Business, and Others. The Domestic Non-Life Insurance Business segment provides property and casualty insurance services such as fire, marine, accident, and automobile liability insurances. The Domestic Life Insurance Business segment offers private insurance, private pension, group insurance, and other life insurance products. The International Business segment deals with life and non-life insurance products in foreign countries. The Others segment includes financial and risk-related services. The company was founded on April 1, 2008 and is headquartered in Tokyo, Japan.

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Finance Insurance Japan

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Financials

Key metrics

Market capitalisation, EUR	31,188 m
EPS, EUR	2.91
P/B ratio	1.3
P/E ratio	8.0
Dividend yield	2.88%

Income statement (2024)

Revenue, EUR	39,058 m
Net income, EUR	4,231 m
Profit margin	10.83%

What ETF is MS&AD Insurance Group Holdings, Inc. in?

There are 256 ETFs which contain MS&AD Insurance Group Holdings, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of MS&AD Insurance Group Holdings, Inc. is the Xtrackers MSCI Japan ESG UCITS ETF 1C.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.04%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	707
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	1.15%	Equity Japan Social/Environmental Climate Change	0
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	681
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	757
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	36
Xtrackers MSCI World Value UCITS ETF 1C	0.08%	Equity World Value	3,057
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.11%	Equity World Fundamental/Quality	3,803
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	0.80%	Equity Japan Social/Environmental Climate Change	203
SPDR MSCI World Financials UCITS ETF	0.19%	Equity World Financials	303
Xtrackers MSCI World ex USA UCITS ETF 1C	0.13%	Equity World	3,963
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	0.47%	Equity Japan	50
Xtrackers Nikkei 225 UCITS ETF 1D	0.23%	Equity Japan	1,521
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,322
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	0.46%	Equity Japan	150
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	0.08%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	64
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	0.71%	Equity Japan Social/Environmental	26
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	497
iShares Core MSCI Japan IMI UCITS ETF	0.46%	Equity Japan	6,308
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.05%	Equity World	375
UBS Core MSCI Japan UCITS ETF hUSD acc	0.58%	Equity Japan	152
HSBC MSCI Japan UCITS ETF USD (Acc)	0.59%	Equity Japan	11
Amundi Japan TOPIX II UCITS ETF JPY Dist	0.51%	Equity Japan	107
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	0.71%	Equity Japan Social/Environmental	64
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.63%	Equity Asia Pacific Social/Environmental Climate Change	159
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	1,001
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.18%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	0.47%	Equity Japan	77
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	0.57%	Equity Japan	192
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.05%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	33
Xtrackers MSCI World UCITS ETF 1D	0.06%	Equity World	4,531
Xtrackers MSCI World ESG UCITS ETF 1C	0.08%	Equity World Social/Environmental	5,840
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	0.67%	Equity Japan	19
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.04%	Equity World Social/Environmental	444
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	0.80%	Equity Japan Social/Environmental Climate Change	301
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	1,902
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.12%	Equity World Fundamental/Quality	2,286
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	642
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	0.47%	Equity Japan	1,177
SPDR MSCI Japan UCITS ETF	0.59%	Equity Japan	786
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	1
Amundi Core MSCI Japan UCITS ETF Acc	0.63%	Equity Japan	4,267
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	329
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.32%	Equity Asia Pacific Social/Environmental	26
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.07%	Equity World Value	214
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
Vanguard FTSE Japan UCITS ETF (USD) Distributing	0.47%	Equity Japan	2,372
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.07%	Equity World Dividend	6,740
HSBC JAPAN SCREENED EQUITY UCITS ETF USD (Dist)	0.66%	Equity Japan Social/Environmental Climate Change	13
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	30
HSBC JAPAN SCREENED EQUITY UCITS ETF USD	0.66%	Equity Japan Social/Environmental Climate Change	228
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	0.67%	Equity Japan	154
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.66%	Equity Japan Social/Environmental	26
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	896
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.52%	Equity Japan Social/Environmental	17
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	269
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.25%	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)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.26%	Equity World Multi-Factor Strategy	4
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,697
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	0.63%	Equity Japan	2
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	961
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	1.15%	Equity Japan Social/Environmental Climate Change	1
Xtrackers Nikkei 225 UCITS ETF 1C	0.23%	Equity Japan	226
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.07%	Equity World Dividend	1,492
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	208
UBS MSCI Japan Universal UCITS ETF JPY acc	0.72%	Equity Japan Social/Environmental Climate Change	96
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.32%	Equity Asia Pacific Social/Environmental	195
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	60
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	93
Franklin Global Quality Dividend UCITS ETF (Dist)	1.07%	Equity World Dividend	93
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	0.82%	Equity Japan Social/Environmental	91
iShares MSCI Japan Screened UCITS ETF USD (Acc)	0.64%	Equity Japan Social/Environmental	1,593
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,385
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	67
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	167
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	0.67%	Equity Japan	721
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	306
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	292
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.08%	Equity World Social/Environmental	895
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	223
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.05%	Equity World	17
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.11%	Equity World Value	107
UBS Core MSCI Japan UCITS ETF hCHF acc	0.58%	Equity Japan	287
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	979
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	117
iShares Edge MSCI World Value Factor UCITS ETF	0.07%	Equity World Value	4,307
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	11,849
L&G Japan Equity UCITS ETF	0.59%	Equity Japan Social/Environmental	717
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	5,235
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.06%	Equity World Financials Social/Environmental	545
HSBC MSCI Japan UCITS ETF USD	0.59%	Equity Japan	173
BNP Paribas Easy MSCI Japan Min TE UCITS ETF	0.64%	Equity Japan Social/Environmental	1,518
Amundi Core MSCI Japan UCITS ETF Dist	0.63%	Equity Japan	360
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	19
Xtrackers MSCI Japan UCITS ETF 1C	0.67%	Equity Japan	3,813
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	683
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.06%	Equity World	344
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	111,710
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	74
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	692
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)	0.03%	Equity World Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	19,168
SPDR MSCI All Country World UCITS ETF (Acc)	0.05%	Equity World	7,475
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C 1C	0.22%	Equity World	203
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D 1D	0.66%	Equity Japan Social/Environmental Climate Change	4
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.18%	Equity World Multi-Factor Strategy	195
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.23%	Equity Japan	151
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	18
Amundi MSCI World Ex USA UCITS ETF Dist	0.13%	Equity World	83
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	987
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	744
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	89
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	5,829
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	519
Invesco FTSE RAFI All World 3000 UCITS ETF	0.06%	Equity World Fundamental/Quality	144
WisdomTree Japan Equity UCITS ETF USD Acc	1.01%	Equity Japan Dividend	192
Invesco MSCI Japan Universal Screened UCITS ETF Acc	0.78%	Equity Japan Social/Environmental	8
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.66%	Equity Japan Social/Environmental	24
Franklin S&P World Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	6
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	814
UBS Core MSCI Japan UCITS ETF hEUR acc	0.58%	Equity Japan	159
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.04%	Equity World Social/Environmental	19
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,356
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	4,903
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	1,941
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.44%	Equity World Multi-Factor Strategy	803
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	399
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental Climate Change	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.06%	Equity World	4,171
UBS Core MSCI Japan UCITS ETF JPY acc	0.58%	Equity Japan	3,431
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	1,623
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.13%	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	0.03%	Equity World	14,103
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	0.58%	Equity Japan	50
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	0.63%	Equity Japan	170
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.06%	Equity World	74
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,563
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	672
Amundi Prime Japan UCITS ETF DR (D)	0.57%	Equity Japan	2,335
Xtrackers MSCI World ex USA UCITS ETF 1D	0.13%	Equity World	176
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	1.01%	Equity Japan Dividend	17
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.06%	Equity World	325
Xtrackers MSCI Japan UCITS ETF 1D	0.67%	Equity Japan	72
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	252
Amundi Japan TOPIX II UCITS ETF EUR Dist	0.51%	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	116
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	5,031
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	0.52%	Equity Japan Social/Environmental	461
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	2,248
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.05%	Equity World Social/Environmental Climate Change	22
Amundi Prime Japan UCITS ETF DR (C)	0.57%	Equity Japan	338
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	965
UBS Core MSCI Japan UCITS ETF hEUR dis	0.58%	Equity Japan	44
WisdomTree Japan Equity UCITS ETF GBP Hedged	1.01%	Equity Japan Dividend	26
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1D	0.08%	Equity World Social/Environmental	283
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	4,761
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	291
iShares MSCI Japan UCITS ETF USD (Acc)	0.59%	Equity Japan	1,039
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	145
UBS Core MSCI Japan UCITS ETF JPY dis	0.58%	Equity Japan	1,160
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	108
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	806
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.66%	Equity Japan Social/Environmental	347
iShares Nikkei 225 UCITS ETF (Acc)	0.19%	Equity Japan	395
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	653
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	0.80%	Equity Japan Social/Environmental Climate Change	379
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.35%	Equity World Value	216
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	0.63%	Equity Japan	12
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,513
VanEck World Equal Weight Screened UCITS ETF A	0.31%	Equity World Equal Weighted	1,193
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	0.46%	Equity Japan	74
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	1.01%	Equity Japan Dividend	91
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,556
SPDR MSCI Japan EUR Hedged UCITS ETF	0.59%	Equity Japan	31
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	0.52%	Equity Japan Social/Environmental	1,212
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	27,971
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,470
iShares MSCI Japan UCITS ETF (Dist)	0.59%	Equity Japan	1,605
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.25%	Equity World Financials Social/Environmental	569
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,504
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.06%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.04%	Equity World Social/Environmental	392
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	1.01%	Equity Japan Dividend	77
UBS Core MSCI Japan UCITS ETF hGBP dis	0.58%	Equity Japan	123
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
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.29%	Equity World Social/Environmental Multi-Asset Strategy	38
Xtrackers MSCI Japan ESG UCITS ETF 1C	1.29%	Equity Japan Social/Environmental	2,902
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	22,108
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	0.64%	Equity Japan Social/Environmental	1
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.10%	Equity World Multi-Factor Strategy	632
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	1,017
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	4
Franklin Global Quality Dividend UCITS ETF (Acc)	1.07%	Equity World Dividend	3
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF JPY (acc)	0.66%	Equity Japan Social/Environmental	148
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	831
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,927
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	193
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
WisdomTree Japan Equity UCITS ETF USD Hedged	1.01%	Equity Japan Dividend	79
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	0.80%	Equity Japan Social/Environmental Climate Change	16
VanEck Multi-Asset Growth Allocation UCITS ETF	0.38%	Equity World Social/Environmental Multi-Asset Strategy	31
iShares MSCI Japan Screened UCITS ETF USD (Dist)	0.64%	Equity Japan Social/Environmental	343
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.06%	Equity World	16,473
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.66%	Equity Japan Social/Environmental	3
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	0.57%	Equity Japan	420
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	480
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	15
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.14%	Equity World Social/Environmental Catholic principles	146
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	0.71%	Equity Japan Social/Environmental	5
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	2,634
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	0.51%	Equity Japan	61
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,211
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	10
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.44%	Equity World Multi-Factor Strategy	1
Xtrackers MSCI Japan Screened UCITS ETF 1D	0.71%	Equity Japan Social/Environmental	286
Xtrackers MSCI World Financials UCITS ETF 1C	0.22%	Equity World Financials	2,506
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.34%	Equity World Fundamental/Quality	92
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	16
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.06%	Equity World Social/Environmental Climate Change	251
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.12%	Equity World	1,807

Performance

Returns overview

YTD	+4.84%
1 month	+6.85%
3 months	+11.99%
6 months	+17.95%
1 year	+10.25%
3 years	+110.53%
5 years	+135.60%
Since inception (MAX)	+259.37%
2025	+1.33%
2024	+68.48%
2023	+15.90%
2022	+15.80%

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).