Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

95,992 m

Country

Sweden

Sector

Finance

Dividend yield

1.54%

Overview

Quote

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Description

Investor AB is an investment company, which engages in long-term investment perspective. It operates through the following segments: Listed Companies, Patricia Industries, Investments in EQT, and Investor Groupwide. The company was founded in 1916 and is headquartered in Stockholm, Sweden.

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Finance Investment Services Sweden

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Financials

Key metrics

Market capitalisation, EUR	95,992 m
EPS, EUR	2.05
P/B ratio	1.2
P/E ratio	14.7
Dividend yield	1.54%

Income statement (2024)

Revenue, EUR	6,934 m
Net income, EUR	9,916 m
Profit margin	143.01%

What ETF is Investor AB in?

There are 237 ETFs which contain Investor AB. All of these ETFs are listed in the table below. The ETF with the largest weighting of Investor 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	0.08%	Equity World	707
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	681
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.47%	Equity Europe	14,424
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	757
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	36
Xtrackers MSCI Europe High Dividend Yield ESG UCITS ETF 1D 1D	0.26%	Equity Europe Dividend	30
UBS Core MSCI Europe UCITS ETF EUR dis	0.47%	Equity Europe	896
SPDR MSCI World Financials UCITS ETF	0.44%	Equity World Financials	303
Xtrackers MSCI World ex USA UCITS ETF 1C	0.28%	Equity World	3,963
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	1,322
UBS MSCI World ex USA UCITS ETF USD acc	0.26%	Equity World	54
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.76%	Equity Europe Multi-Factor Strategy	561
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
VanEck European Equal Weight Screened UCITS ETF A	1.00%	Equity Europe Equal Weighted	81
iShares MSCI ACWI UCITS ETF USD (Dist)	0.06%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity World Social/Environmental	64
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.06%	Equity World Social/Environmental	497
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	62
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.43%	Equity Europe Social/Environmental Climate Change	120
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	375
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.13%	Equity Europe Social/Environmental Climate Change	60
iShares OMX Stockholm Capped UCITS ETF	6.98%	Equity Sweden	161
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.30%	Equity Europe Equal Weighted	354
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.44%	Equity Europe	15,515
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.52%	Equity Europe Social/Environmental	1,481
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.44%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.44%	Equity Europe	583
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.07%	Equity World	66
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	3.91%	Equity Europe Social/Environmental Climate Change	159
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,531
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	444
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.41%	Equity Europe Social/Environmental	139
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.84%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.25%	Equity Europe Low Volatility/Risk Weighted	776
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	1,902
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	642
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	329
SPDR S&P Europe Quality Aristocrats UCITS ETF EUR Unhedged (Acc)	0.73%	Equity Europe Fundamental/Quality	2
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.46%	Equity Europe	10,749
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.57%	Equity Europe Social/Environmental	148
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.16%	Equity World Dividend	6,740
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.41%	Equity Europe Social/Environmental	2,757
Amundi Prime Europe UCITS ETF DR (D)	0.47%	Equity Europe	202
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	1.05%	Equity Europe Social/Environmental	130
Amundi MSCI Europe Growth UCITS ETF Dist	0.91%	Equity Europe Growth	73
Invesco Europe Enhanced Equity UCITS ETF Acc	0.30%	Equity Europe Multi-Factor Strategy	167
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
Amundi MSCI Europe Action UCITS ETF Dist	0.69%	Equity Europe Social/Environmental Climate Change	2,400
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	253
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.54%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.44%	Equity Europe	3,952
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.06%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	896
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	269
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.51%	Equity World Financials Social/Environmental	117
Amundi Prime Global UCITS ETF Acc	0.08%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.08%	Equity World	12,697
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.91%	Equity Europe Growth	115
L&G Global Equity UCITS ETF	0.07%	Equity World Social/Environmental	961
Xtrackers S&P Europe ex UK UCITS ETF	0.64%	Equity Europe	478
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.16%	Equity World Dividend	1,492
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	60
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	93
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,385
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	67
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	167
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	306
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental Climate Change	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.43%	Equity Europe Social/Environmental Climate Change	28
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	0.07%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.13%	Equity World Social/Environmental	199
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.44%	Equity Europe	108
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	979
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	117
Amundi Core MSCI World UCITS ETF Acc	0.07%	Equity World	11,849
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.47%	Equity Europe	76
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	5,235
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental Climate Change	6
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.12%	Equity World Financials Social/Environmental	545
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.44%	Equity World Social/Environmental Climate Change	19
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	683
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	344
UBS Core MSCI Europe UCITS ETF hEUR acc	0.47%	Equity Europe	125
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.42%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	111,710
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.44%	Equity Europe	927
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	74
Amundi Core MSCI Europe UCITS ETF Dist	0.44%	Equity Europe	513
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	692
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.07%	Equity World	21
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	19,168
SPDR MSCI All Country World UCITS ETF (Acc)	0.07%	Equity World	7,475
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	1.12%	Equity World Multi-Factor Strategy	72
UBS Core MSCI Europe UCITS ETF hCHF acc	0.47%	Equity Europe	93
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	305
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.15%	Equity Europe Social/Environmental Climate Change	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.12%	Equity World	18
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.42%	Equity Europe	4,326
Amundi MSCI World Ex USA UCITS ETF Dist	0.26%	Equity World	83
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	987
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	1.98%	Equity Europe Financials	1,918
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	192
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.06%	Equity World Social/Environmental	744
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.13%	Equity Europe Social/Environmental Climate Change	20
Amundi MSCI World Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	917
Amundi MSCI World Ex USA UCITS ETF Acc	0.26%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	89
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.12%	Equity Europe Social/Environmental Climate Change	237
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	5,829
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	44
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	209
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	519
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	144
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.34%	Equity Europe Social/Environmental Climate Change	167
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.44%	Equity Europe	3,471
Amundi Prime All Country World UCITS ETF Acc	0.06%	Equity World	814
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,356
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.07%	Equity World Social/Environmental	19
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	4,903
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,941
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	3
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.63%	Equity World Multi-Factor Strategy	803
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	399
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.08%	Equity World Social/Environmental Climate Change	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	4,171
SPDR MSCI World UCITS ETF	0.07%	Equity World	14,103
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.58%	Equity Europe	3,329
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	162
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	74
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.50%	Equity Europe Social/Environmental	388
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.15%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,563
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	672
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.84%	Equity Europe Social/Environmental Climate Change	6
Xtrackers MSCI World ex USA UCITS ETF 1D	0.28%	Equity World	176
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	325
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.49%	Equity Europe Social/Environmental	78
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,031
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.25%	Equity Europe Low Volatility/Risk Weighted	23
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.08%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	965
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.61%	Equity Europe	200
HSBC MSCI World UCITS ETF CHF hedged	0.08%	Equity World	51
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	4,761
Amundi Core MSCI World UCITS ETF USD Dist	0.07%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	291
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	145
Amundi MSCI Nordic UCITS ETF EUR (C)	4.13%	Equity Europe	272
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.46%	Equity Europe	1,410
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.76%	Equity Europe Multi-Factor Strategy	171
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.44%	Equity Europe	45
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	108
HSBC MSCI Europe UCITS ETF EUR	0.47%	Equity Europe	324
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	806
L&G Europe ex UK Equity UCITS ETF	0.62%	Equity Europe Social/Environmental	930
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.76%	Equity World Value	216
Amundi Prime Europe UCITS ETF DR (C)	0.47%	Equity Europe	161
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	7,513
VanEck World Equal Weight Screened UCITS ETF A	0.39%	Equity World Equal Weighted	1,193
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,556
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C 1C	0.37%	Equity Europe	61
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	27,971
HSBC MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	1,470
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	26
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.51%	Equity World Financials Social/Environmental	569
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	10.92%	Equity Europe Financials	82
SPDR MSCI Europe Financials UCITS ETF	2.00%	Equity Europe Financials	723
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.09%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,504
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	37
Invesco FTSE RAFI Europe UCITS ETF Dist	0.30%	Equity Europe Fundamental/Quality	24
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.10%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.60%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.08%	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)	0.13%	Equity Europe Social/Environmental Climate Change	2,397
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	22,108
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.54%	Equity Europe Social/Environmental	4,670
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	1,017
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	4
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.48%	Equity Europe	260
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.09%	Equity World Multi-Factor Strategy	831
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.07%	Equity World	4,927
iShares MSCI Europe ex-UK UCITS ETF	0.61%	Equity Europe	1,289
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.38%	Equity Europe Social/Environmental Climate Change	13
Xtrackers MSCI Nordic UCITS ETF 1C	4.35%	Equity Europe	43
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C 1C	3.02%	Equity Europe Financials Social/Environmental	143
Xtrackers MSCI Europe UCITS ETF 1D	0.48%	Equity Europe	134
Amundi Prime Global UCITS ETF Dist	0.08%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	16,473
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	1,759
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.57%	Equity Europe Social/Environmental	33
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.07%	Equity World	480
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	0.02%	Equity World Social/Environmental Climate Change	1,207
UBS Core MSCI Europe UCITS ETF EUR acc	0.47%	Equity Europe	93
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.42%	Equity Europe Social/Environmental Climate Change	36
Amundi Prime All Country World UCITS ETF Dist	0.06%	Equity World	2,634
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.42%	Equity Europe	2,143
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.12%	Equity World Multi-Factor Strategy	650
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.54%	Equity Europe Social/Environmental	466
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.15%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,211
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.63%	Equity World Multi-Factor Strategy	1
Xtrackers MSCI Europe UCITS ETF 1C	0.48%	Equity Europe	7,094
SPDR MSCI Europe UCITS ETF	0.47%	Equity Europe	380
Xtrackers MSCI World Financials UCITS ETF 1C	0.46%	Equity World Financials	2,506
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	4,270
Xtrackers MSCI Nordic UCITS ETF 1D	4.35%	Equity Europe	921
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.58%	Equity Europe	1,129
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	251
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.27%	Equity World	1,807

Performance

Returns overview

YTD	+3.64%
1 month	+7.85%
3 months	+14.56%
6 months	+24.20%
1 year	+25.96%
3 years	+76.20%
5 years	+98.21%
Since inception (MAX)	+376.03%
2025	+26.08%
2024	+15.59%
2023	+19.87%
2022	-18.54%

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).