EQT AB

ISIN SE0012853455

WKN A2PQ7G

Market cap (in EUR)

35,437 m

Country

Sweden

Sector

Finance

Dividend yield

1.42%

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	35,437 m
EPS, EUR	-
P/B ratio	4.4
P/E ratio	44.3
Dividend yield	1.42%

Income statement (2025)

Revenue, EUR	2,639 m
Net income, EUR	730 m
Profit margin	27.66%

What ETF is EQT AB in?

There are 265 ETFs which contain EQT AB. All of these ETFs are listed in the table below. The ETF with the largest weighting of EQT AB 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)	0.03%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	796
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	689
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	14,871
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,055
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	37
UBS Core MSCI Europe UCITS ETF EUR dis	0.12%	Equity Europe	1,051
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	27
SPDR MSCI World Financials UCITS ETF	0.14%	Equity World Financials	295
Xtrackers MSCI World ex USA UCITS ETF 1C	0.08%	Equity World	4,833
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,342
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.15%	Equity World Fundamental/Quality	10
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	81
iShares Listed Private Equity UCITS ETF USD (Dist)	4.17%	Equity World Private Equity	776
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	0.00%	Equity World Multi-Asset Strategy	35
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.55%	Equity Europe Social/Environmental	23
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	2
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	70
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	485
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	33
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.06%	Equity Europe Social/Environmental Climate Change	142
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	433
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.03%	Equity Europe Social/Environmental Climate Change	61
iShares OMX Stockholm Capped UCITS ETF	2.60%	Equity Sweden	183
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.20%	Equity Europe Equal Weighted	369
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.23%	Equity Europe	16,634
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.27%	Equity Europe Social/Environmental	1,436
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.24%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.10%	Equity Europe	625
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,791
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	65
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C	1.36%	Equity Europe Social/Environmental Climate Change	134
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,581
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,528
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.23%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,980
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	693
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.15%	Equity World Fundamental/Quality	3
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	202
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.12%	Equity Europe	10,880
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	1,211
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.36%	Equity Europe Fundamental/Quality	667
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.29%	Equity Europe Social/Environmental	1,042
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.19%	Equity Europe Social/Environmental	133
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.45%	Equity Europe Social/Environmental	1,223
Amundi Prime Europe UCITS ETF DR (D)	0.14%	Equity Europe	215
Amundi MSCI Europe Growth UCITS ETF Dist	0.20%	Equity Europe Growth	81
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	33
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.32%	Equity Europe Social/Environmental	1,106
Amundi MSCI Europe Action UCITS ETF Dist	0.14%	Equity Europe Social/Environmental Climate Change	2,337
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.20%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.09%	Equity Europe	4,014
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	60
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	920
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.27%	Equity World Social/Environmental	99
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	191
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.12%	Equity World Financials Social/Environmental	107
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,130
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	20
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.27%	Equity World Social/Environmental	884
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,434
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.08%	Equity World Social/Environmental	234
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.09%	Equity World Social/Environmental Climate Change	3,846
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.20%	Equity Europe Growth	161
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	907
Xtrackers S&P Europe ex UK UCITS ETF	0.13%	Equity Europe	284
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.15%	Equity World Fundamental/Quality	276
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	59
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	128
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,402
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	301
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	68
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	399
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental Climate Change	2
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.10%	Equity World Social/Environmental Climate Change	2
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.06%	Equity Europe Social/Environmental Climate Change	35
UBS MSCI World Selection UCITS ETF hEUR dis	0.03%	Equity World Social/Environmental	289
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	1,567
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	899
UBS MSCI World Selection UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	269
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.27%	Equity World Social/Environmental	45
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.23%	Equity Europe	122
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	982
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	124
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	12,216
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	83
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.33%	Equity World Financials Social/Environmental	521
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	6
Amundi European Strategic Autonomy UCITS ETF Acc	0.15%	Equity Europe	9
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	24
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	37
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	712
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	364
UBS Core MSCI Europe UCITS ETF hEUR acc	0.12%	Equity Europe	128
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.07%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	110,458
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.24%	Equity Europe	982
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.26%	Equity World Fundamental/Quality	4
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	78
Amundi Core MSCI Europe UCITS ETF Dist	0.09%	Equity Europe	568
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	675
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.08%	Equity World Social/Environmental	2,616
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	40
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,333
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental Climate Change	597
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.15%	Equity World Fundamental/Quality	635
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	8,095
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	0.12%	Equity Europe	112
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.20%	Equity Europe Social/Environmental	10
iShares Listed Private Equity UCITS ETF USD (Acc)	4.17%	Equity World Private Equity	86
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	32
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.15%	Equity Europe	4,469
Amundi MSCI World Ex USA UCITS ETF Dist	0.05%	Equity World	109
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	976
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.55%	Equity Europe Financials	1,957
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.19%	Equity Europe Equal Weighted	203
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.20%	Equity Europe Social/Environmental	173
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	732
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	0.01%	Equity World Social/Environmental	1,051
Amundi MSCI World Ex USA UCITS ETF Acc	0.05%	Equity World	537
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	92
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,035
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	112
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	488
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.35%	Equity Europe Social/Environmental	30
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.08%	Equity Europe Social/Environmental Climate Change	110
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.24%	Equity Europe	3,563
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,079
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	0.36%	Equity World Dividend	15
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,334
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,944
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	434
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	131
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	4,339
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.08%	Equity World Social/Environmental Climate Change	36
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,612
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.23%	Equity Europe Social/Environmental Climate Change	637
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	87
SPDR MSCI World UCITS ETF	0.02%	Equity World	14,071
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.19%	Equity Europe	3,265
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.20%	Equity Europe Equal Weighted	167
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	81
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.45%	Equity Europe Social/Environmental	234
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.16%	Equity Europe Social/Environmental	394
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,513
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	590
iShares Listed Private Equity UCITS ETF GBP Hedged (Acc)	4.17%	Equity World Private Equity	43
iShares MSCI Europe SRI UCITS ETF (Acc)	0.55%	Equity Europe Social/Environmental	2,934
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	786
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.23%	Equity Europe Social/Environmental Climate Change	6
iShares MSCI World SRI UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,430
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.55%	Equity Europe Social/Environmental	222
Xtrackers MSCI World ex USA UCITS ETF 1D	0.08%	Equity World	206
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.09%	Equity World Social/Environmental	103
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.09%	Equity World Social/Environmental	57
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	361
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.14%	Equity Europe Social/Environmental	80
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	259
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,125
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	83
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	31
UBS MSCI World Selection UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	41
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	53
Xtrackers MSCI World Climate Transition UCITS ETF	0.00%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	978
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.17%	Equity Europe	192
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	53
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	191
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,874
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,354
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	284
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental Climate Change	777
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	178
Amundi MSCI Nordic UCITS ETF EUR (C)	0.89%	Equity Europe	271
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.09%	Equity World Social/Environmental	274
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.12%	Equity Europe	1,475
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.23%	Equity Europe	48
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	107
HSBC MSCI Europe UCITS ETF EUR	0.13%	Equity Europe	333
UBS MSCI World Selection UCITS ETF USD acc	0.03%	Equity World Social/Environmental	646
L&G Europe ex UK Equity UCITS ETF	0.18%	Equity Europe Social/Environmental	910
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.55%	Equity Europe Social/Environmental	9
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.14%	Equity Europe	174
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.08%	Equity World Social/Environmental Climate Change	500
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,331
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.58%	Equity Europe Social/Environmental Climate Change	62
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental	6,272
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,607
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.09%	Equity Europe Social/Environmental	63
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.19%	Equity Europe Social/Environmental	79
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	29,558
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	29
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,498
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.12%	Equity World Financials Social/Environmental	669
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	5.72%	Equity Europe Financials	85
SPDR MSCI Europe Financials UCITS ETF	0.55%	Equity Europe Financials	747
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	162
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	3,818
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	43
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	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	38
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	57
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.03%	Equity Europe Social/Environmental Climate Change	2,439
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	22,563
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental	4,671
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.08%	Equity World Social/Environmental Climate Change	213
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.58%	Equity Europe Social/Environmental Climate Change	2
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,062
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.14%	Equity Europe	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	913
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,827
iShares MSCI Europe ex-UK UCITS ETF	0.17%	Equity Europe	1,301
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.07%	Equity Europe Social/Environmental Climate Change	13
Xtrackers MSCI Nordic UCITS ETF 1C	1.21%	Equity Europe	41
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.45%	Equity Europe Social/Environmental	88
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	92
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	0.85%	Equity Europe Financials Social/Environmental	139
Xtrackers MSCI Europe UCITS ETF 1D	0.13%	Equity Europe	139
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental Climate Change	206
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	1.63%	Equity Europe Social/Environmental Climate Change	37
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,118
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	16,479
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.04%	Equity Europe Social/Environmental	2,183
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.30%	Equity Europe Social/Environmental Catholic principles	26
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.19%	Equity Europe Social/Environmental	35
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	475
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	15
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.36%	Equity Europe Fundamental/Quality	30
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	920
UBS Core MSCI Europe UCITS ETF EUR acc	0.12%	Equity Europe	176
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.07%	Equity Europe Social/Environmental Climate Change	39
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,987
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	2,293
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental	456
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.08%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,184
Xtrackers MSCI Europe UCITS ETF 1C	0.13%	Equity Europe	7,315
SPDR MSCI Europe UCITS ETF	0.13%	Equity Europe	391
Xtrackers MSCI World Financials UCITS ETF 1C	0.13%	Equity World Financials	2,511
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	286
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	4,431
Xtrackers MSCI Nordic UCITS ETF 1D	1.21%	Equity Europe	931
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.19%	Equity Europe	1,233
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	271
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.07%	Equity World	2,191

Performance

Returns overview

YTD	-17.80%
1 month	-18.46%
3 months	-7.04%
6 months	-8.65%
1 year	-10.80%
3 years	+22.37%
5 years	+10.86%
Since inception (MAX)	+243.08%
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).