EQT AB

ISIN SE0012853455

WKN A2PQ7G

Market cap (in EUR)

40,742 m

Country

Sweden

Sector

Finance

Dividend yield

1.21%

|Build your own ETF with Pies, choosing from 13,000 stocks & ETFs. Start now

Capital at risk. Execution-only service.

Overview

Quote

Start now: Build your own ETF with Pies, choosing from 13,000 stocks & ETFs. Open account

Capital at risk. Execution-only services.

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.

Show more Show less

Finance Investment Services Sweden

Chart

Financials

Key metrics

Market capitalisation, EUR	40,742 m
EPS, EUR	-
P/B ratio	5.1
P/E ratio	44.2
Dividend yield	1.21%

Income statement (2024)

Revenue, EUR	2,654 m
Net income, EUR	777 m
Profit margin	29.26%

Fixed income works harder with active ETFs

The home of active ETFs

Explore

Capital at risk

Learn more

What ETF is EQT AB in?

There are 266 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	0.01%	Equity World	688
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	670
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.10%	Equity Europe	13,802
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	722
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	35
UBS Core MSCI Europe UCITS ETF EUR dis	0.10%	Equity Europe	874
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	24
SPDR MSCI World Financials UCITS ETF	0.10%	Equity World Financials	299
Xtrackers MSCI World ex USA UCITS ETF 1C	0.06%	Equity World	3,812
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,287
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.16%	Equity World Fundamental/Quality	9
UBS MSCI World ex USA UCITS ETF USD acc	0.06%	Equity World	54
iShares Listed Private Equity UCITS ETF USD (Dist)	4.12%	Equity World Private Equity	1,120
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.42%	Equity Europe Social/Environmental	22
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	66
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	486
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	61
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.06%	Equity Europe Social/Environmental Climate Change	116
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	348
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.03%	Equity Europe Social/Environmental Climate Change	58
iShares OMX Stockholm Capped UCITS ETF	2.11%	Equity Sweden	154
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.24%	Equity Europe Equal Weighted	343
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.23%	Equity Europe	14,901
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.28%	Equity Europe Social/Environmental	1,439
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.24%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.10%	Equity Europe	583
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,727
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	32
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	1.34%	Equity Europe Social/Environmental Climate Change	155
Xtrackers MSCI World ESG UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,771
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.17%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,866
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	678
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.16%	Equity World Fundamental/Quality	2
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	186
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.09%	Equity Europe	10,361
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	1,167
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.27%	Equity Europe Fundamental/Quality	557
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.19%	Equity Europe Social/Environmental	1,003
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.19%	Equity Europe Social/Environmental	143
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.44%	Equity Europe Social/Environmental	1,237
Amundi Prime Europe UCITS ETF DR (D)	0.15%	Equity Europe	152
Amundi MSCI Europe Growth UCITS ETF Dist	0.20%	Equity Europe Growth	73
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	29
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.23%	Equity Europe Social/Environmental	1,133
Amundi MSCI Europe Action UCITS ETF Dist	0.15%	Equity Europe Social/Environmental Climate Change	1,332
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	0.10%	Equity Europe	4,021
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.27%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	865
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.33%	Equity World Social/Environmental	105
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	269
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.12%	Equity World Financials Social/Environmental	117
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	21
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.33%	Equity World Social/Environmental	902
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,514
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.08%	Equity World Social/Environmental	282
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	3,945
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.20%	Equity Europe Growth	110
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	941
Xtrackers S&P Europe ex UK UCITS ETF	0.13%	Equity Europe	466
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	204
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.16%	Equity World Fundamental/Quality	291
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	47
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	92
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,375
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	307
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	64
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental Climate Change	3
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	292
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.07%	Equity World Social/Environmental Climate Change	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.06%	Equity Europe Social/Environmental Climate Change	27
UBS MSCI World Selection UCITS ETF hEUR dis	0.03%	Equity World Social/Environmental	290
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	1,564
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.03%	Equity World Social/Environmental	892
UBS MSCI World Selection UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	221
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	0.03%	Equity World	17
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.33%	Equity World Social/Environmental	47
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.23%	Equity Europe	102
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	965
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	114
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	11,849
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.10%	Equity Europe	75
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.15%	Equity World Financials Social/Environmental	539
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	6
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.06%	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	19
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	662
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.10%	Equity Europe	118
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	108,821
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.24%	Equity Europe	900
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.27%	Equity World Fundamental/Quality	2
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	71
Amundi Core MSCI Europe UCITS ETF Dist	0.10%	Equity Europe	501
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	669
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.08%	Equity World Social/Environmental	3,039
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	21
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,591
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental Climate Change	570
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.16%	Equity World Fundamental/Quality	625
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	7,085
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	89
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.17%	Equity Europe Social/Environmental	10
iShares Listed Private Equity UCITS ETF USD (Acc)	4.12%	Equity World Private Equity	90
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.15%	Equity Europe	4,163
Amundi MSCI World Ex USA UCITS ETF Dist	0.05%	Equity World	83
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	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	960
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.42%	Equity Europe Financials	2,014
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	189
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.13%	Equity Europe Social/Environmental	166
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	720
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.03%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	917
Amundi MSCI World Ex USA UCITS ETF Acc	0.05%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	87
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	5,308
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.07%	Equity World Social/Environmental	91
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	507
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.23%	Equity Europe Social/Environmental	44
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	5
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.08%	Equity Europe Social/Environmental Climate Change	162
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.24%	Equity Europe	3,387
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	814
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	0.36%	Equity World Dividend	11
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,337
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,756
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	387
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental Climate Change	139
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	3,921
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,570
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental Climate Change	35
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.23%	Equity Europe Social/Environmental Climate Change	568
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.01%	Equity World	13,761
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.20%	Equity Europe	3,209
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.24%	Equity Europe Equal Weighted	156
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	71
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.45%	Equity Europe Social/Environmental	216
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.11%	Equity Europe Social/Environmental	377
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,486
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	565
iShares Listed Private Equity UCITS ETF GBP Hedged (Acc)	4.12%	Equity World Private Equity	41
iShares MSCI Europe SRI UCITS ETF (Acc)	0.42%	Equity Europe Social/Environmental	2,957
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	782
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.17%	Equity Europe Social/Environmental Climate Change	6
iShares MSCI World SRI UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	1,446
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.42%	Equity Europe Social/Environmental	219
Xtrackers MSCI World ex USA UCITS ETF 1D	0.06%	Equity World	171
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.10%	Equity World Social/Environmental	107
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.07%	Equity World Social/Environmental	53
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.10%	Equity Europe Social/Environmental	76
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	246
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	4,912
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	80
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.06%	Equity World Social/Environmental Climate Change	31
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	2,133
UBS MSCI World Selection UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	45
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	48
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	946
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.13%	Equity Europe	192
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.27%	Equity World Social/Environmental	14
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1D	0.03%	Equity World Social/Environmental	279
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,491
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	286
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental Climate Change	763
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	133
Amundi MSCI Nordic UCITS ETF EUR (C)	0.87%	Equity Europe	261
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.07%	Equity World Social/Environmental	275
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.09%	Equity Europe	1,336
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.23%	Equity Europe	43
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	107
HSBC MSCI Europe UCITS ETF EUR	0.10%	Equity Europe	316
UBS MSCI World Selection UCITS ETF USD acc	0.03%	Equity World Social/Environmental	661
L&G Europe ex UK Equity UCITS ETF	0.19%	Equity Europe Social/Environmental	896
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.42%	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)	0.15%	Equity Europe	155
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.06%	Equity World Social/Environmental Climate Change	456
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.01%	Equity Europe Social/Environmental Climate Change	35
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,372
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.44%	Equity Europe Social/Environmental Climate Change	61
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental	6,228
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,527
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.09%	Equity Europe	60
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.19%	Equity Europe Social/Environmental	72
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	26,565
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	26
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,439
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.12%	Equity World Financials Social/Environmental	569
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	5.61%	Equity Europe Financials	80
SPDR MSCI Europe Financials UCITS ETF	0.43%	Equity Europe Financials	709
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,430
Invesco FTSE RAFI Europe UCITS ETF Dist	0.05%	Equity Europe Fundamental/Quality	24
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	0.16%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	49
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.03%	Equity Europe Social/Environmental Climate Change	2,337
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	21,304
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental	4,502
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental Climate Change	147
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.44%	Equity Europe Social/Environmental Climate Change	2
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	971
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.10%	Equity Europe	247
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	778
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,857
iShares MSCI Europe ex-UK UCITS ETF	0.13%	Equity Europe	1,233
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.04%	Equity Europe Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	182
Xtrackers MSCI Nordic UCITS ETF 1C	0.89%	Equity Europe	36
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.44%	Equity Europe Social/Environmental	84
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	86
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C 1C	0.63%	Equity Europe Financials Social/Environmental	141
Xtrackers MSCI Europe UCITS ETF 1D	0.10%	Equity Europe	125
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental Climate Change	208
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	1.63%	Equity Europe Social/Environmental Climate Change	35
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,002
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.03%	Equity Europe Social/Environmental	1,696
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.23%	Equity Europe Social/Environmental Catholic principles	25
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.19%	Equity Europe Social/Environmental	31
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	456
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)	0.27%	Equity Europe Fundamental/Quality	29
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	0.00%	Equity World Social/Environmental Climate Change	1,207
UBS Core MSCI Europe UCITS ETF EUR acc	0.10%	Equity Europe	94
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.07%	Equity Europe Social/Environmental Climate Change	35
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,634
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	2,025
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.11%	Equity Europe Social/Environmental	470
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.08%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,188
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	83
Xtrackers MSCI Europe UCITS ETF 1C	0.10%	Equity Europe	6,961
SPDR MSCI Europe UCITS ETF	0.10%	Equity Europe	368
Xtrackers MSCI World Financials UCITS ETF 1C	0.09%	Equity World Financials	2,560
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental Climate Change	242
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,129
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	15
Xtrackers MSCI Nordic UCITS ETF 1D	0.89%	Equity Europe	882
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.20%	Equity Europe	1,060
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	247
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.06%	Equity World	1,688

Performance

Returns overview

YTD	+31.12%
1 month	+15.57%
3 months	+8.08%
6 months	+37.32%
1 year	+32.50%
3 years	+68.39%
5 years	+65.70%
Since inception (MAX)	+310.03%
2024	-1.73%
2023	+25.66%
2022	-55.96%
2021	+112.92%

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).