Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

97,195 m

Country

Sweden

Sector

Finance

Dividend yield

1.53%

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	97,195 m
EPS, EUR	2.05
P/B ratio	1.2
P/E ratio	14.8
Dividend yield	1.53%

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 227 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	0.07%	Equity World	708
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	681
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.44%	Equity Europe	14,254
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	750
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	36
UBS Core MSCI Europe UCITS ETF EUR dis	0.44%	Equity Europe	897
SPDR MSCI World Financials UCITS ETF	0.42%	Equity World Financials	301
Xtrackers MSCI World ex USA UCITS ETF 1C	0.25%	Equity World	3,975
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	0.07%	Equity World	1,318
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	558
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	0.98%	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	0.06%	Equity World Social/Environmental	64
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.06%	Equity World Social/Environmental	495
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)	0.42%	Equity Europe Social/Environmental Climate Change	119
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	375
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.14%	Equity Europe Social/Environmental Climate Change	60
iShares OMX Stockholm Capped UCITS ETF	7.21%	Equity Sweden	161
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.27%	Equity Europe Equal Weighted	354
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.43%	Equity Europe	15,533
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.52%	Equity Europe Social/Environmental	1,479
Amundi MSCI Europe UCITS ETF Acc	0.44%	Equity Europe	583
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.40%	Equity Europe	11
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	3.60%	Equity Europe Social/Environmental Climate Change	160
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,528
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	442
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.40%	Equity Europe Social/Environmental	139
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.78%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	1,906
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	643
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)	0.06%	Equity World Social/Environmental	326
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	191
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.44%	Equity Europe	10,666
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.53%	Equity Europe Social/Environmental	147
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.15%	Equity World Dividend	6,609
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.40%	Equity Europe Social/Environmental	2,741
Amundi Prime Europe UCITS ETF DR (D)	0.46%	Equity Europe	203
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	1.03%	Equity Europe Social/Environmental	130
Amundi MSCI Europe Growth UCITS ETF Dist	0.88%	Equity Europe Growth	73
Invesco Europe Enhanced Equity UCITS ETF Acc	0.31%	Equity Europe Multi-Factor Strategy	159
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	0.68%	Equity Europe Social/Environmental Climate Change	2,471
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.50%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.44%	Equity Europe	3,957
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	886
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)	0.52%	Equity World Financials Social/Environmental	117
Amundi Prime Global UCITS ETF Acc	0.07%	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	0.07%	Equity World	12,704
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.88%	Equity Europe Growth	115
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.75%	Equity Europe Social/Environmental Climate Change	845
L&G Global Equity UCITS ETF	0.07%	Equity World Social/Environmental	953
Xtrackers S&P Europe ex UK UCITS ETF	0.59%	Equity Europe	479
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.15%	Equity World Dividend	1,448
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	48
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,390
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	166
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	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)	0.42%	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	0.43%	Equity Europe	107
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	974
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	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)	0.44%	Equity Europe	76
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,190
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.12%	Equity World Financials Social/Environmental	543
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.43%	Equity World Social/Environmental Climate Change	19
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	677
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	354
UBS Core MSCI Europe UCITS ETF hEUR acc	0.44%	Equity Europe	125
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.41%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	110,506
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.40%	Equity Europe	928
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	73
Amundi Core MSCI Europe UCITS ETF Dist	0.44%	Equity Europe	516
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	673
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	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	18,981
SPDR MSCI All Country World UCITS ETF (Acc)	0.07%	Equity World	7,348
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)	1.11%	Equity World Multi-Factor Strategy	72
UBS Core MSCI Europe UCITS ETF hCHF acc	0.44%	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)	0.14%	Equity Europe Social/Environmental Climate Change	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.12%	Equity World	13
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.41%	Equity Europe	4,289
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	187
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	977
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	1.91%	Equity Europe Financials	1,904
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	739
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.14%	Equity Europe Social/Environmental Climate Change	20
Amundi MSCI World Screened UCITS ETF Acc	0.09%	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	88
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	0.07%	Equity World	5,818
iShares Core MSCI World UCITS ETF USD (Dist)	0.07%	Equity World	514
Invesco FTSE RAFI All World 3000 UCITS ETF	0.08%	Equity World Fundamental/Quality	139
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	0.33%	Equity Europe Social/Environmental Climate Change	167
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.40%	Equity Europe	3,478
Amundi Prime All Country World UCITS ETF Acc	0.07%	Equity World	814
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,357
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	18
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	4,872
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,934
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.63%	Equity World Multi-Factor Strategy	798
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	400
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	4,067
SPDR MSCI World UCITS ETF	0.07%	Equity World	14,002
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.57%	Equity Europe	3,301
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.27%	Equity Europe Equal Weighted	161
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	73
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.49%	Equity Europe Social/Environmental	389
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.14%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,527
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	789
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.78%	Equity Europe Social/Environmental Climate Change	6
Xtrackers MSCI World ex USA UCITS ETF 1D	0.25%	Equity World	177
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	322
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.44%	Equity Europe Social/Environmental	78
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	250
Xtrackers MSCI World Screened UCITS ETF 1D	0.07%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.06%	Equity World Social/Environmental	5,009
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	0.04%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	959
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.57%	Equity Europe	198
HSBC MSCI World UCITS ETF CHF hedged	0.07%	Equity World	51
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	4,708
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	292
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	144
Amundi MSCI Nordic UCITS ETF EUR (C)	4.00%	Equity Europe	274
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.44%	Equity Europe	1,385
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.76%	Equity Europe Multi-Factor Strategy	170
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.43%	Equity Europe	45
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	109
HSBC MSCI Europe UCITS ETF EUR	0.44%	Equity Europe	325
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	800
L&G Europe ex UK Equity UCITS ETF	0.60%	Equity Europe Social/Environmental	923
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.67%	Equity World Value	216
Amundi Prime Europe UCITS ETF DR (C)	0.46%	Equity Europe	161
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	7,451
VanEck World Equal Weight Screened UCITS ETF A	0.38%	Equity World Equal Weighted	1,188
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.07%	Equity World	1,543
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C 1C	0.34%	Equity Europe	62
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	27,447
HSBC MSCI World UCITS ETF USD (Acc)	0.07%	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)	0.52%	Equity World Financials Social/Environmental	569
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	10.53%	Equity Europe Financials	82
SPDR MSCI Europe Financials UCITS ETF	1.90%	Equity Europe Financials	714
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.09%	Equity World Multi-Factor Strategy	150
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,476
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	37
Invesco FTSE RAFI Europe UCITS ETF Dist	0.31%	Equity Europe Fundamental/Quality	24
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.06%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.59%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.07%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	50
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.14%	Equity Europe Social/Environmental Climate Change	2,400
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	21,922
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.51%	Equity Europe Social/Environmental	4,632
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	987
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	0.42%	Equity Europe	260
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.09%	Equity World Multi-Factor Strategy	816
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.07%	Equity World	4,898
iShares MSCI Europe ex-UK UCITS ETF	0.58%	Equity Europe	1,278
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.29%	Equity Europe Social/Environmental Climate Change	13
Xtrackers MSCI Nordic UCITS ETF 1C	3.82%	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	2.69%	Equity Europe Financials Social/Environmental	142
Xtrackers MSCI Europe UCITS ETF 1D	0.42%	Equity Europe	134
Amundi Prime Global UCITS ETF Dist	0.07%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	16,467
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	1,746
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.53%	Equity Europe Social/Environmental	32
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	478
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	0.44%	Equity Europe	93
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.41%	Equity Europe Social/Environmental Climate Change	36
Amundi Prime All Country World UCITS ETF Dist	0.07%	Equity World	2,634
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.41%	Equity Europe	2,111
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.11%	Equity World Multi-Factor Strategy	646
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.51%	Equity Europe Social/Environmental	467
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.14%	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	1,213
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.63%	Equity World Multi-Factor Strategy	1
Xtrackers MSCI Europe UCITS ETF 1C	0.42%	Equity Europe	7,115
SPDR MSCI Europe UCITS ETF	0.44%	Equity Europe	378
Xtrackers MSCI World Financials UCITS ETF 1C	0.41%	Equity World Financials	2,495
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	4,242
Xtrackers MSCI Nordic UCITS ETF 1D	3.82%	Equity Europe	928
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.57%	Equity Europe	1,106
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)	0.26%	Equity World	1,786

Performance

Returns overview

YTD	+2.52%
1 month	+6.76%
3 months	+12.48%
6 months	+24.08%
1 year	+25.39%
3 years	+75.06%
5 years	+96.05%
Since inception (MAX)	+370.86%
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).