Swedbank

ISIN SE0000242455

WKN 895705

Market cap (in EUR)

34,797 m

Country

Sweden

Sector

Finance

Dividend yield

6.07%

Overview

Quote

Description

Swedbank AB engages in the provision of financial products and services. It operates through the following segments: Swedish Banking, Large Corporates and Institutions, Baltic Banking, and Group Functions and Others. The Swedish Banking segment caters to customers through digital channels and branches, as well as through cooperating savings banks and franchises. The Large Corporates and Institutions segment develops corporate and capital market products for the rest of the bank and the savings banks. The Baltic Banking segment handles customers located in Estonia, Latvia, and Lithuania. The Group Functions and Others segment consists of centralized business support units and the product areas group lending and payments, and group savings. The company was founded by Eduard Ludendorff on October 28, 1820 and is headquartered in Sundbyberg, Sweden.

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Finance Banking International Banks Sweden

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Financials

Key metrics

Market capitalisation, EUR	34,797 m
EPS, EUR	2.60
P/B ratio	1.9
P/E ratio	11.9
Dividend yield	6.07%

Income statement (2025)

Revenue, EUR	11,509 m
Net income, EUR	2,968 m
Profit margin	25.79%

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Capital at risk

What ETF is Swedbank in?

There are 276 ETFs which contain Swedbank. All of these ETFs are listed in the table below. The ETF with the largest weighting of Swedbank is the iShares OMX Stockholm Capped UCITS ETF.

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	19
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	954
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	729
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.21%	Equity Europe	15,078
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,295
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	45
Xtrackers MSCI World Value UCITS ETF 1C	0.08%	Equity World Value	4,343
UBS Core MSCI Europe UCITS ETF EUR dis	0.22%	Equity Europe	1,257
State Street SPDR MSCI World Financials UCITS ETF USD	0.21%	Equity World Financials	255
Xtrackers MSCI World ex USA UCITS ETF 1C	0.12%	Equity World	5,525
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	8
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.30%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,827
UBS MSCI World ex USA UCITS ETF USD acc	0.12%	Equity World	142
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	0.47%	Equity Europe Social/Environmental	481
CT QR Series Global Equity Active UCITS ETF USD Dist	0.21%	Equity World Fundamental/Quality	-
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.06%	Equity Europe Multi-Factor Strategy	587
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	41
VanEck European Equal Weight Screened UCITS ETF A	0.94%	Equity Europe Equal Weighted	84
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	11
Amundi Global Gender Equality UCITS ETF Acc	0.78%	Equity World Social/Environmental Gender Equality	36
L&G Global Quality Dividends UCITS ETF USD Acc	0.18%	Equity World Dividend	26
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	85
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.37%	Equity Europe Momentum	769
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	525
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.23%	Equity Europe Social/Environmental Climate Change	37
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.27%	Equity Europe Social/Environmental Climate Change	173
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	615
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.08%	Equity World Multi-Factor Strategy	214
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.06%	Equity Europe Social/Environmental Climate Change	60
iShares OMX Stockholm Capped UCITS ETF	3.79%	Equity Sweden	183
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.23%	Equity Europe Equal Weighted	199
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.65%	Equity Europe	10
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.21%	Equity Europe	19,053
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.25%	Equity Europe Social/Environmental	1,692
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.22%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.22%	Equity Europe	592
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.07%	Equity World	27
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	90
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.33%	Equity World Momentum Climate Change	507
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	50
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C	1.53%	Equity Europe Social/Environmental Climate Change	39
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,690
UBS Global Gender Equality UCITS ETF USD dis	1.11%	Equity World Social/Environmental Gender Equality	14
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.38%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,180
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	705
UBS Global Gender Equality UCITS ETF hUSD acc	1.11%	Equity World Social/Environmental Gender Equality	3
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.08%	Equity World Value	378
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	223
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.21%	Equity Europe	10,344
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.26%	Equity Europe Social/Environmental	115
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.07%	Equity World Dividend	8,359
iShares STOXX Europe 600 Banks UCITS ETF (DE)	1.50%	Equity Europe Financials	3,171
Amundi Prime Europe UCITS ETF DR (D)	0.22%	Equity Europe	237
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.02%	Equity Europe Social/Environmental	96
Invesco Europe Enhanced Equity UCITS ETF Acc	0.28%	Equity Europe Multi-Factor Strategy	250
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	36
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.35%	Equity World Dividend	3
Amundi MSCI Europe Action UCITS ETF Dist	0.32%	Equity Europe Social/Environmental Climate Change	2,547
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	103
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.30%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	288
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.26%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.21%	Equity Europe	3,997
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
CT QR Series European Equity Active UCITS ETF EUR Dist	0.31%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,098
First Trust Global Equity Income UCITS ETF Acc	0.39%	Equity World Fundamental/Quality	61
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.30%	Equity Europe Social/Environmental	479
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	177
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.25%	Equity World Financials Social/Environmental	26
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,974
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	25
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,012
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	0.81%	Equity Europe Dividend	297
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.12%	Equity World	0
CT QR Series Global Equity Active UCITS ETF USD Acc	0.21%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,287
Xtrackers S&P Europe ex UK UCITS ETF	0.31%	Equity Europe	254
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.07%	Equity World Dividend	2,328
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	241
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	65
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	102
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,374
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	81
Xtrackers MSCI World Momentum ESG UCITS ETF	0.33%	Equity World Momentum	256
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	787
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.27%	Equity Europe Social/Environmental Climate Change	20
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	18
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.21%	Equity Europe	133
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,125
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	423
iShares Edge MSCI World Value Factor UCITS ETF	0.08%	Equity World Value	6,278
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	13,328
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.21%	Equity Europe	99
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.25%	Equity World Financials Social/Environmental	120
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	7
Amundi European Strategic Autonomy UCITS ETF Acc	0.20%	Equity Europe	20
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.09%	Equity World Momentum	4,343
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	844
UBS Global Gender Equality UCITS ETF USD acc	1.11%	Equity World Social/Environmental Gender Equality	71
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI Nordic UCITS ETF 2C - GBP Hedged	1.94%	Equity Europe	43
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	455
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.45%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.22%	Equity Europe	130
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	118,613
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.22%	Equity Europe	1,106
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	5
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	151
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	93
Amundi Core MSCI Europe UCITS ETF Dist	0.21%	Equity Europe	443
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	751
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	62
L&G Global Quality Dividends UCITS ETF USD Dist	0.18%	Equity World Dividend	175
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	21,595
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	13,120
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Multi-Factor Strategy	25
Xtrackers MSCI World Momentum UCITS ETF 1C	0.06%	Equity World Momentum	1,823
UBS Core MSCI Europe UCITS ETF hCHF acc	0.22%	Equity Europe	130
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.34%	Equity Europe Social/Environmental	13
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	66
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.24%	Equity Europe Social/Environmental Climate Change	16
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	8
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.20%	Equity Europe	4,450
Amundi MSCI World Ex USA UCITS ETF Dist	0.12%	Equity World	120
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	760
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	251
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.88%	Equity Europe Financials	1,409
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	187
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.04%	Equity World	10
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.28%	Equity Europe Social/Environmental	191
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	921
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.06%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,481
Amundi MSCI World Ex USA UCITS ETF Acc	0.12%	Equity World	631
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	108
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	0.25%	Equity Europe Social/Environmental Climate Change	217
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	8,929
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental Climate Change	36
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	480
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	728
Invesco RAFI All-World Fundamental Value UCITS ETF	0.02%	Equity World Value	213
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	12
WisdomTree Europe Equity Income UCITS ETF Acc	0.19%	Equity Europe Dividend	40
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	23
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.14%	Equity Europe Social/Environmental Climate Change	90
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.22%	Equity Europe	4,022
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	76
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,886
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,403
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,327
UBS Global Gender Equality UCITS ETF hGBP acc	1.11%	Equity World Social/Environmental Gender Equality	3
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	16
WisdomTree Europe Equity Income UCITS ETF	0.19%	Equity Europe Dividend	162
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	496
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	116
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	5,577
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.07%	Equity Europe Social/Environmental Climate Change	570
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.04%	Equity World	15,992
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.25%	Equity Europe	3,233
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.23%	Equity Europe Equal Weighted	57
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.07%	Equity World	128
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.24%	Equity Europe Social/Environmental	587
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.24%	Equity Europe Social/Environmental Climate Change	9
Fidelity Europe Quality Income UCITS ETF ACC-GBP (hedged)	0.95%	Equity Europe Dividend	2
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,899
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.37%	Equity Europe Momentum	40
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	644
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.38%	Equity Europe Social/Environmental Climate Change	6
Xtrackers MSCI World ex USA UCITS ETF 1D	0.12%	Equity World	222
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	390
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.22%	Equity Europe Social/Environmental	82
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	298
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	151
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,642
UBS Global Gender Equality UCITS ETF hEUR acc	1.11%	Equity World Social/Environmental Gender Equality	19
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	3,204
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.31%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	21
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,106
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.27%	Equity Europe	199
First Trust Global Equity Income UCITS ETF Dist	0.39%	Equity World Fundamental/Quality	50
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	83
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	5,050
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,513
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	268
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,589
Amundi MSCI Nordic UCITS ETF EUR (C)	1.89%	Equity Europe	302
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.21%	Equity Europe	1,195
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.21%	Equity Europe	54
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.06%	Equity Europe Multi-Factor Strategy	200
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	109
HSBC MSCI Europe UCITS ETF EUR	0.21%	Equity Europe	337
L&G Europe ex UK Equity UCITS ETF	0.29%	Equity Europe Social/Environmental	945
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.22%	Equity Europe	213
Fidelity Europe Quality Income UCITS ETF ACC-Euro	0.95%	Equity Europe Dividend	32
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,854
VanEck World Equal Weight Screened UCITS ETF A	0.37%	Equity World Equal Weighted	1,273
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,708
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	40,005
HSBC Europe Screened Equity UCITS ETF EUR	0.18%	Equity Europe Social/Environmental Climate Change	22
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,824
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.25%	Equity World Financials Social/Environmental	1,208
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.89%	Equity Europe Financials	692
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	201
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,114
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	49
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	389
UBS Global Gender Equality UCITS ETF hCHF acc	1.11%	Equity World Social/Environmental Gender Equality	58
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.23%	Equity Europe Value	32
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	0.32%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	53
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	60
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.06%	Equity Europe Social/Environmental Climate Change	2,301
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.24%	Equity Europe Social/Environmental	3,243
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	27,994
UBS Global Gender Equality UCITS ETF hCHF dis	1.11%	Equity World Social/Environmental Gender Equality	6
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.24%	Equity Europe Social/Environmental	4,672
Fidelity Europe Quality Income UCITS ETF INC-Euro	0.95%	Equity Europe Dividend	27
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,530
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.22%	Equity Europe	272
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,202
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,110
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	21
iShares MSCI Europe ex-UK UCITS ETF	0.28%	Equity Europe	1,416
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.18%	Equity Europe Social/Environmental Climate Change	16
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	244
Xtrackers MSCI Nordic UCITS ETF 1C	1.94%	Equity Europe	58
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	98
Xtrackers MSCI Europe Financials UCITS ETF 1C	1.39%	Equity Europe Financials	137
Xtrackers MSCI Europe UCITS ETF 1D	0.22%	Equity Europe	126
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.35%	Equity World Dividend	120
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	102
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.86%	Equity Europe Social/Environmental Climate Change	33
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,503
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	18,689
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.06%	Equity Europe Social/Environmental	2,303
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.26%	Equity Europe Social/Environmental	34
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	520
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	16
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	967
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.45%	Equity Europe Social/Environmental Climate Change	39
UBS Core MSCI Europe UCITS ETF EUR acc	0.22%	Equity Europe	308
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	4,170
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.20%	Equity Europe	2,838
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.24%	Equity Europe Social/Environmental	473
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.09%	Equity World Multi-Factor Strategy	690
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.07%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,241
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	96
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	15
Xtrackers MSCI Europe UCITS ETF 1C	0.22%	Equity Europe	7,725
State Street SPDR MSCI Europe UCITS ETF EUR	0.22%	Equity Europe	403
Xtrackers MSCI World Financials UCITS ETF 1C	0.21%	Equity World Financials	760
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.06%	Equity Europe Social/Environmental	4,765
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	56
Xtrackers MSCI Nordic UCITS ETF 1D	1.94%	Equity Europe	1,016
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.25%	Equity Europe	1,351
HSBC Developed World Screened Equity UCITS ETF USD	0.06%	Equity World Social/Environmental Climate Change	389
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.12%	Equity World	2,876

Performance

Returns overview

YTD	+5.19%
1 month	+5.59%
3 months	-0.95%
6 months	+6.88%
1 year	+41.86%
3 years	+106.07%
5 years	+107.96%
Since inception (MAX)	+115.54%
2025	+64.06%
2024	-1.19%
2023	+12.02%
2022	-4.82%

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).