EQT

ISIN SE0012853455

WKN A2PQ7G

Market cap (in EUR)

36,345 m

Country

Sweden

Sector

Finance

Dividend yield

1.36%

Overview

Quote

Description

EQT AB engages in the provision of investment advisory services. The firm operates through the following segments: Private Capital and Real Assets. The Private Capital segment comprises four business lines such as private equity, mid market Asia, ventures and public value. The Real Assets segment comprises two business lines such as infrastructure and real estate. The company was founded by Yngve Conni Jonsson in 1994 and is headquartered in Stockholm, Sweden.

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Finance Investment Services Sweden

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Financials

Key metrics

Market capitalisation, EUR	36,345 m
EPS, EUR	-
P/B ratio	4.6
P/E ratio	46.3
Dividend yield	1.36%

Income statement (2025)

Revenue, EUR	2,289 m
Net income, EUR	730 m
Profit margin	31.87%

What ETF is EQT in?

There are 271 ETFs which contain EQT. All of these ETFs are listed in the table below. The ETF with the largest weighting of EQT is the iShares STOXX Europe 600 Financial Services UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.02%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	914
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	704
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.11%	Equity Europe	14,975
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	1,288
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	40
UBS Core MSCI Europe UCITS ETF EUR dis	0.10%	Equity Europe	1,155
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	27
State Street SPDR MSCI World Financials UCITS ETF USD	0.12%	Equity World Financials	266
Xtrackers MSCI World ex USA UCITS ETF 1C	0.06%	Equity World	5,231
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	25
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,713
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.13%	Equity World Fundamental/Quality	12
UBS MSCI World ex USA UCITS ETF USD acc	0.06%	Equity World	91
iShares Listed Private Equity UCITS ETF USD (Dist)	4.08%	Equity World Private Equity	743
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	37
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.46%	Equity Europe Social/Environmental	27
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	87
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	507
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	35
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.05%	Equity Europe Social/Environmental Climate Change	152
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	522
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.03%	Equity Europe Social/Environmental Climate Change	60
iShares OMX Stockholm Capped UCITS ETF	2.02%	Equity Sweden	194
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.20%	Equity Europe Equal Weighted	372
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.19%	Equity Europe	17,928
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.22%	Equity Europe Social/Environmental	1,575
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.19%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.12%	Equity Europe	595
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,806
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	69
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	43
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,311
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	77
Xtrackers MSCI World ESG UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,021
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.19%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,229
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	676
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.13%	Equity World Fundamental/Quality	2
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	215
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.10%	Equity Europe	10,690
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	1,240
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.30%	Equity Europe Fundamental/Quality	720
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.23%	Equity Europe Social/Environmental	1,031
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.14%	Equity Europe Social/Environmental	121
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.41%	Equity Europe Social/Environmental	954
Amundi Prime Europe UCITS ETF DR (D)	0.12%	Equity Europe	229
Amundi MSCI Europe Growth UCITS ETF Dist	0.23%	Equity Europe Growth	83
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	34
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.27%	Equity Europe Social/Environmental	908
Amundi MSCI Europe Action UCITS ETF Dist	0.16%	Equity Europe Social/Environmental Climate Change	2,478
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.12%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.11%	Equity Europe	4,073
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	58
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,004
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.23%	Equity World Social/Environmental	103
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	241
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.11%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,650
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	23
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,694
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.08%	Equity World Social/Environmental	215
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	3,887
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.23%	Equity Europe Growth	182
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,045
Xtrackers S&P Europe ex UK UCITS ETF	0.11%	Equity Europe	261
Invesco MSCI World Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	233
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.13%	Equity World Fundamental/Quality	218
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	38
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	97
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,404
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	313
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	76
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	705
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.08%	Equity World Social/Environmental Climate Change	2
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.05%	Equity Europe Social/Environmental Climate Change	30
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	295
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	1,611
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.04%	Equity World Social/Environmental	987
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	275
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	0.02%	Equity World	18
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.23%	Equity World Social/Environmental	48
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.19%	Equity Europe	136
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,024
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	433
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	12,941
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.10%	Equity Europe	95
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.29%	Equity World Financials Social/Environmental	124
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	6
Amundi European Strategic Autonomy UCITS ETF Acc	0.13%	Equity Europe	14
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	21
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	48
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	770
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI Nordic UCITS ETF 2C - GBP Hedged	0.99%	Equity Europe	40
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	408
UBS Core MSCI Europe UCITS ETF hEUR acc	0.10%	Equity Europe	130
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.06%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	115,524
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.19%	Equity Europe	1,060
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	85
Amundi Core MSCI Europe UCITS ETF Dist	0.11%	Equity Europe	696
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	705
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.08%	Equity World Social/Environmental	2,729
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	57
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	20,492
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental Climate Change	471
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.13%	Equity World Fundamental/Quality	618
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	9,477
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
UBS Core MSCI Europe UCITS ETF hCHF acc	0.10%	Equity Europe	121
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.17%	Equity Europe Social/Environmental	12
iShares Listed Private Equity UCITS ETF USD (Acc)	4.08%	Equity World Private Equity	82
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	35
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,394
Amundi MSCI World Ex USA UCITS ETF Dist	0.07%	Equity World	116
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	730
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	236
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.44%	Equity Europe Financials	1,404
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.17%	Equity Europe Equal Weighted	196
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.14%	Equity Europe Social/Environmental	208
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	813
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.03%	Equity Europe Social/Environmental Climate Change	22
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,282
Amundi MSCI World Ex USA UCITS ETF Acc	0.07%	Equity World	572
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	96
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,974
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.07%	Equity World Social/Environmental	116
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	515
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.27%	Equity Europe Social/Environmental	33
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	19
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.07%	Equity Europe Social/Environmental Climate Change	91
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.19%	Equity Europe	3,716
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,430
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	0.29%	Equity World Dividend	18
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,363
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,412
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	443
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	112
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	4,818
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental Climate Change	29
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	1,672
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.04%	Equity Europe Social/Environmental Climate Change	548
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	82
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	15,000
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.14%	Equity Europe	3,122
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.20%	Equity Europe Equal Weighted	168
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	97
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.55%	Equity Europe Social/Environmental	209
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.13%	Equity Europe Social/Environmental	548
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,655
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	635
iShares Listed Private Equity UCITS ETF GBP Hedged (Acc)	4.08%	Equity World Private Equity	50
iShares MSCI Europe SRI UCITS ETF (Acc)	0.46%	Equity Europe Social/Environmental	3,077
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	658
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.19%	Equity Europe Social/Environmental Climate Change	6
iShares MSCI World SRI UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	1,472
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.46%	Equity Europe Social/Environmental	194
Xtrackers MSCI World ex USA UCITS ETF 1D	0.06%	Equity World	210
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.08%	Equity World Social/Environmental	105
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.07%	Equity World Social/Environmental	58
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	367
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.11%	Equity Europe Social/Environmental	80
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	276
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,169
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	48
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	88
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	2,785
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	43
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.08%	Equity World Social/Environmental	54
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	20
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,067
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.14%	Equity Europe	193
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	80
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.04%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,608
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,435
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	282
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental Climate Change	737
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	1,372
Amundi MSCI Nordic UCITS ETF EUR (C)	1.01%	Equity Europe	288
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.07%	Equity World Social/Environmental	263
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.10%	Equity Europe	1,077
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.19%	Equity Europe	51
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	105
HSBC MSCI Europe UCITS ETF EUR	0.10%	Equity Europe	341
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	686
L&G Europe ex UK Equity UCITS ETF	0.14%	Equity Europe Social/Environmental	921
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.46%	Equity Europe Social/Environmental	6
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.12%	Equity Europe	195
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.07%	Equity World Social/Environmental Climate Change	411
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.03%	Equity Europe Social/Environmental Climate Change	36
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,605
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.47%	Equity Europe Social/Environmental Climate Change	56
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental	6,270
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,649
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.08%	Equity Europe Social/Environmental	69
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.23%	Equity Europe Social/Environmental	68
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	34,942
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,646
HSBC Europe Screened Equity UCITS ETF EUR	0.01%	Equity Europe Social/Environmental Climate Change	21
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.11%	Equity World Financials Social/Environmental	584
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	4.57%	Equity Europe Financials	100
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.45%	Equity Europe Financials	723
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	184
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	3,783
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	46
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.04%	Equity Europe Fundamental/Quality	30
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.10%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	46
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	60
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.03%	Equity Europe Social/Environmental Climate Change	2,312
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	25,282
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.12%	Equity Europe Social/Environmental	4,786
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental Climate Change	379
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.47%	Equity Europe Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	1,261
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.11%	Equity Europe	250
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,079
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,031
iShares MSCI Europe ex-UK UCITS ETF	0.14%	Equity Europe	1,327
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.06%	Equity Europe Social/Environmental Climate Change	16
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	217
Xtrackers MSCI Nordic UCITS ETF 1C	0.99%	Equity Europe	45
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.41%	Equity Europe Social/Environmental	35
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	96
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	0.74%	Equity Europe Financials Social/Environmental	133
Xtrackers MSCI Europe UCITS ETF 1D	0.11%	Equity Europe	125
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental Climate Change	196
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	101
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.08%	Equity Europe Social/Environmental Climate Change	32
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,141
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	17,844
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.03%	Equity Europe Social/Environmental	2,168
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.25%	Equity Europe Social/Environmental Catholic principles	32
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.14%	Equity Europe Social/Environmental	34
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	492
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.30%	Equity Europe Fundamental/Quality	28
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	0.00%	Equity World Social/Environmental Climate Change	963
UBS Core MSCI Europe UCITS ETF EUR acc	0.10%	Equity Europe	265
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.05%	Equity Europe Social/Environmental Climate Change	39
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	3,768
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,452
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.12%	Equity Europe Social/Environmental	433
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.06%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	92
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,229
Xtrackers MSCI Europe UCITS ETF 1C	0.11%	Equity Europe	7,305
Xtrackers MSCI World Financials UCITS ETF 1C	0.11%	Equity World Financials	750
State Street SPDR MSCI Europe UCITS ETF EUR	0.10%	Equity Europe	391
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental Climate Change	312
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,495
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	39
Xtrackers MSCI Nordic UCITS ETF 1D	0.99%	Equity Europe	985
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	1,324
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	255
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.06%	Equity World	2,705

Performance

Returns overview

YTD	-14.48%
1 month	+13.93%
3 months	-15.77%
6 months	-4.17%
1 year	+19.25%
3 years	+52.32%
5 years	+7.58%
Since inception (MAX)	+256.92%
2025	+33.47%
2024	-1.73%
2023	+25.66%
2022	-55.96%

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).