EQT AB

ISIN SE0012853455

WKN A2PQ7G

Market cap (in EUR)

34,581 m

Country

Sweden

Sector

Finance

Dividend yield

1.41%

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	34,581 m
EPS, EUR	-
P/B ratio	4.4
P/E ratio	44.6
Dividend yield	1.41%

Income statement (2025)

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

What ETF is EQT AB in?

There are 269 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)	0.02%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	976
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	722
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.11%	Equity Europe	14,963
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,224
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	43
UBS Core MSCI Europe UCITS ETF EUR dis	0.12%	Equity Europe	1,178
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	28
State Street SPDR MSCI World Financials UCITS ETF USD	0.12%	Equity World Financials	263
Xtrackers MSCI World ex USA UCITS ETF 1C	0.06%	Equity World	5,301
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,790
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.14%	Equity World Fundamental/Quality	12
UBS MSCI World ex USA UCITS ETF USD acc	0.06%	Equity World	97
iShares Listed Private Equity UCITS ETF USD (Dist)	4.05%	Equity World Private Equity	709
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.08%	Equity Europe Multi-Factor Strategy	586
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	39
iShares MSCI Europe SRI UCITS ETF USD (Acc)	0.48%	Equity Europe Social/Environmental	21
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	5
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	85
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	528
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	36
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.05%	Equity Europe Social/Environmental Climate Change	163
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	585
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	2.22%	Equity Sweden	183
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.26%	Equity Europe Equal Weighted	195
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.19%	Equity Europe	18,193
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.22%	Equity Europe Social/Environmental	1,693
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.20%	Equity Europe	13
Amundi MSCI Europe UCITS ETF Acc	0.12%	Equity Europe	582
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,767
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.00%	Equity World	92
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	48
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Europe Social/Environmental Climate Change	64
Xtrackers MSCI World ESG UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,213
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,267
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	728
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.14%	Equity World Fundamental/Quality	3
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	222
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.11%	Equity Europe	10,514
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	1,269
iShares Edge MSCI Europe Quality Factor UCITS ETF	0.32%	Equity Europe Fundamental/Quality	714
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.24%	Equity Europe Social/Environmental	1,008
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.16%	Equity Europe Social/Environmental	116
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C)	0.48%	Equity Europe Social/Environmental	926
Amundi Prime Europe UCITS ETF DR (D)	0.12%	Equity Europe	231
Amundi MSCI Europe Growth UCITS ETF Dist	0.24%	Equity Europe Growth	83
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.26%	Equity Europe Social/Environmental	982
Amundi MSCI Europe Action UCITS ETF Dist	0.17%	Equity Europe Social/Environmental Climate Change	2,485
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.13%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.11%	Equity Europe	3,954
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	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,059
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.25%	Equity World Social/Environmental	102
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	249
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.11%	Equity World Financials Social/Environmental	30
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,787
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	25
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,101
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.11%	Equity World Social/Environmental	225
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.08%	Equity World Social/Environmental Climate Change	4,003
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.24%	Equity Europe Growth	171
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,145
Xtrackers S&P Europe ex UK UCITS ETF	0.12%	Equity Europe	262
Invesco MSCI World Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	241
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.14%	Equity World Fundamental/Quality	220
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	41
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	101
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,430
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.09%	Equity World Social/Environmental Climate Change	325
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	79
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	812
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.09%	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	26
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	307
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	1,675
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.04%	Equity World Social/Environmental	1,044
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	289
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	0.25%	Equity World Social/Environmental	49
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.19%	Equity Europe	133
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,116
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	452
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	13,483
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.11%	Equity Europe	95
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.35%	Equity World Financials Social/Environmental	116
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	7
Amundi European Strategic Autonomy UCITS ETF Acc	0.13%	Equity Europe	15
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	22
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	49
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	807
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	1.03%	Equity Europe	41
UBS Core MSCI Europe UCITS ETF hEUR acc	0.12%	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	119,106
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.20%	Equity Europe	1,095
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	90
Amundi Core MSCI Europe UCITS ETF Dist	0.11%	Equity Europe	691
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	738
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.11%	Equity World Social/Environmental	2,830
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	64
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,374
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental Climate Change	486
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.14%	Equity World Fundamental/Quality	613
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	10,339
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	125
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.19%	Equity Europe Social/Environmental	12
iShares Listed Private Equity UCITS ETF USD (Acc)	4.05%	Equity World Private Equity	80
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	36
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,394
Amundi MSCI World Ex USA UCITS ETF Dist	0.06%	Equity World	119
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 EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	246
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	750
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	0.48%	Equity Europe Financials	1,393
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	191
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.15%	Equity Europe Social/Environmental	187
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	863
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.03%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,407
Amundi MSCI World Ex USA UCITS ETF Acc	0.06%	Equity World	583
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	99
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,454
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	122
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	692
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.26%	Equity Europe Social/Environmental	31
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	21
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.07%	Equity Europe Social/Environmental Climate Change	89
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.20%	Equity Europe	3,799
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,653
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	0.31%	Equity World Dividend	20
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,418
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,708
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	480
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	116
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,187
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental Climate Change	30
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,711
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.04%	Equity Europe Social/Environmental Climate Change	554
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	86
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	15,929
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.16%	Equity Europe	3,172
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.26%	Equity Europe Equal Weighted	56
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	106
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.59%	Equity Europe Social/Environmental	204
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.12%	Equity Europe Social/Environmental	552
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,802
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	662
iShares Listed Private Equity UCITS ETF GBP Hedged (Acc)	4.05%	Equity World Private Equity	50
iShares MSCI Europe SRI UCITS ETF (Acc)	0.48%	Equity Europe Social/Environmental	3,089
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	668
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.20%	Equity Europe Social/Environmental Climate Change	6
iShares MSCI World SRI UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,521
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.48%	Equity Europe Social/Environmental	194
Xtrackers MSCI World ex USA UCITS ETF 1D	0.06%	Equity World	215
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.10%	Equity World Social/Environmental	114
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.08%	Equity World Social/Environmental	60
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.12%	Equity Europe Social/Environmental	80
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	294
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	127
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,522
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.07%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	91
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	3,013
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	44
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	0.11%	Equity World Social/Environmental	55
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	21
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,116
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	83
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.04%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,896
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,509
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	279
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental Climate Change	764
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	1,465
Amundi MSCI Nordic UCITS ETF EUR (C)	1.04%	Equity Europe	286
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.08%	Equity World Social/Environmental	269
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.11%	Equity Europe	1,204
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.19%	Equity Europe	53
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.08%	Equity Europe Multi-Factor Strategy	193
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	109
HSBC MSCI Europe UCITS ETF EUR	0.11%	Equity Europe	333
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	737
L&G Europe ex UK Equity UCITS ETF	0.16%	Equity Europe Social/Environmental	927
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.48%	Equity Europe Social/Environmental	5
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.12%	Equity Europe	202
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.07%	Equity World Social/Environmental Climate Change	424
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.04%	Equity Europe Social/Environmental Climate Change	36
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,884
UBS MSCI Europe Socially Responsible UCITS ETF EUR acc	0.52%	Equity Europe Social/Environmental Climate Change	56
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental	6,516
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,722
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	0.24%	Equity Europe Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	37,627
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,772
HSBC EUROPE SCREENED EQUITY UCITS ETF EUR	0.01%	Equity Europe Social/Environmental Climate Change	22
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.11%	Equity World Financials Social/Environmental	578
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	4.77%	Equity Europe Financials	96
State Street SPDR MSCI Europe Financials UCITS ETF EUR	0.49%	Equity Europe Financials	712
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	197
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	3,907
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.03%	Equity Europe Value	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	49
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	62
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.03%	Equity Europe Social/Environmental Climate Change	2,303
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	26,817
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	4,754
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental Climate Change	388
UBS MSCI Europe Socially Responsible UCITS ETF hEUR acc	0.52%	Equity Europe Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	1,437
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.11%	Equity Europe	275
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,143
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,174
iShares MSCI Europe ex-UK UCITS ETF	0.15%	Equity Europe	1,354
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	233
Xtrackers MSCI Nordic UCITS ETF 1C	1.03%	Equity Europe	45
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.48%	Equity Europe Social/Environmental	40
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	135
Xtrackers MSCI Europe UCITS ETF 1D	0.11%	Equity Europe	126
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental Climate Change	205
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	104
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	32
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,184
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.03%	Equity Europe Social/Environmental	2,158
Invesco MSCI Europe Catholic Principles UCITS ETF Dist	0.27%	Equity Europe Social/Environmental Catholic principles	32
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.16%	Equity Europe Social/Environmental	35
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	525
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.32%	Equity Europe Fundamental/Quality	29
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	986
UBS Core MSCI Europe UCITS ETF EUR acc	0.12%	Equity Europe	281
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.06%	Equity Europe Social/Environmental Climate Change	39
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	3,977
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	2,738
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	450
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.07%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,255
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	97
Xtrackers MSCI Europe UCITS ETF 1C	0.11%	Equity Europe	7,544
Xtrackers MSCI World Financials UCITS ETF 1C	0.12%	Equity World Financials	730
State Street SPDR MSCI Europe UCITS ETF EUR	0.11%	Equity Europe	392
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental Climate Change	324
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental	4,515
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	47
Xtrackers MSCI Nordic UCITS ETF 1D	1.03%	Equity Europe	1,011
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	1,313
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	362
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.07%	Equity World	2,824

Performance

Returns overview

YTD	-18.00%
1 month	-2.61%
3 months	+1.81%
6 months	-9.99%
1 year	+5.62%
3 years	+50.50%
5 years	+8.85%
Since inception (MAX)	+242.23%
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).