Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

111,153 m

Country

Sweden

Sector

Finance

Dividend yield

1.35%

Overview

Quote

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	111,153 m
EPS, EUR	5.69
P/B ratio	1.2
P/E ratio	6.5
Dividend yield	1.35%

Income statement (2025)

Revenue, EUR	7,584 m
Net income, EUR	14,267 m
Profit margin	188.13%

What ETF is Investor AB in?

There are 268 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	20
UBS Core MSCI World UCITS ETF hCHF acc	0.08%	Equity World	1,015
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	757
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.52%	Equity Europe	15,635
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,440
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	46
UBS Core MSCI Europe UCITS ETF EUR dis	0.53%	Equity Europe	1,345
State Street SPDR MSCI World Financials UCITS ETF USD	0.52%	Equity World Financials	270
Xtrackers MSCI World ex USA UCITS ETF 1C	0.29%	Equity World	5,798
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	28
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	1,910
UBS MSCI World ex USA UCITS ETF USD acc	0.31%	Equity World	171
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.82%	Equity Europe Multi-Factor Strategy	579
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
VanEck European Equal Weight Screened UCITS ETF A	1.00%	Equity Europe Equal Weighted	88
iShares MSCI ACWI UCITS ETF USD (Dist)	0.07%	Equity World	18
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.08%	Equity World Social/Environmental	85
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.98%	Equity Europe Momentum	763
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.10%	Equity World Social/Environmental	597
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	38
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.48%	Equity Europe Social/Environmental Climate Change	181
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	674
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.21%	Equity World Multi-Factor Strategy	219
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.51%	Equity Europe Social/Environmental Climate Change	62
iShares OMX Stockholm Capped UCITS ETF	7.07%	Equity Sweden	187
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.42%	Equity Europe Covered Call Alternative Investments	18
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.26%	Equity Europe Equal Weighted	205
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.49%	Equity Europe	19,938
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.59%	Equity Europe Social/Environmental	1,768
Amundi MSCI Europe UCITS ETF Acc	0.53%	Equity Europe	609
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.49%	Equity Europe	12
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	409
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.19%	Equity World	28
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	95
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C	4.49%	Equity Europe Social/Environmental Climate Change	40
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,902
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	565
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.42%	Equity Europe Social/Environmental	122
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.91%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.59%	Equity Europe Low Volatility/Risk Weighted	861
UBS MSCI ACWI Universal UCITS ETF USD dis	0.07%	Equity World Social/Environmental	2,264
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	705
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	77
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	233
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.51%	Equity Europe	10,565
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.79%	Equity World Momentum	251
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.65%	Equity Europe Social/Environmental	120
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.18%	Equity World Dividend	8,767
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.42%	Equity Europe Social/Environmental	2,800
Amundi Prime Europe UCITS ETF DR (D)	0.54%	Equity Europe	246
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	1.00%	Equity Europe Social/Environmental	97
Invesco Europe Enhanced Equity UCITS ETF Acc	0.33%	Equity Europe Multi-Factor Strategy	266
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	37
Amundi MSCI Europe Action UCITS ETF Dist	0.79%	Equity Europe Social/Environmental Climate Change	2,090
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.11%	Equity World Social/Environmental Climate Change	485
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	313
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.57%	Equity Europe Social/Environmental Climate Change	7
Amundi Core MSCI Europe UCITS ETF Acc	0.53%	Equity Europe	4,103
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	0.07%	Equity World Social/Environmental	61
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.66%	Equity World Value	267
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	1,166
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	186
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.59%	Equity World Financials Social/Environmental	28
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	2,733
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	26
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.31%	Equity World Value	6
HSBC MSCI World UCITS ETF USD	0.08%	Equity World	13,607
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.30%	Equity World	0
L&G Global Equity UCITS ETF	0.08%	Equity World Social/Environmental	1,527
Xtrackers S&P Europe ex UK UCITS ETF	0.69%	Equity Europe	264
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.18%	Equity World Dividend	2,614
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental	67
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	106
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	1,424
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	87
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	218
Xtrackers MSCI World Momentum ESG UCITS ETF	0.76%	Equity World Momentum	286
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	856
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.48%	Equity Europe Social/Environmental Climate Change	20
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	0.08%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.15%	Equity World Social/Environmental	258
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.49%	Equity Europe	106
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	1,183
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	436
Amundi Core MSCI World UCITS ETF Acc	0.08%	Equity World	14,070
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.51%	Equity Europe	102
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	5,541
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Climate Change	7
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.13%	Equity World Financials Social/Environmental	132
UBS Core MSCI Europe UCITS ETF USD acc	0.53%	Equity Europe	48
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.49%	Equity World Social/Environmental Climate Change	54
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.20%	Equity World Momentum	4,929
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	890
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI Nordic UCITS ETF 2C - GBP Hedged	4.73%	Equity Europe	44
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	441
UBS Core MSCI Europe UCITS ETF hEUR acc	0.53%	Equity Europe	134
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.47%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	123,901
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.49%	Equity Europe	1,167
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental Climate Change	5
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	99
Amundi Core MSCI Europe UCITS ETF Dist	0.53%	Equity Europe	445
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	795
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.08%	Equity World	62
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	59
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	22,675
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	14,181
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	1.22%	Equity World Multi-Factor Strategy	27
Xtrackers MSCI World Momentum UCITS ETF 1C	0.19%	Equity World Momentum	1,997
UBS Core MSCI Europe UCITS ETF hCHF acc	0.53%	Equity Europe	144
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental Climate Change	711
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.17%	Equity Europe Social/Environmental Climate Change	14
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.30%	Equity World	2
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.14%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.46%	Equity Europe	4,610
Amundi MSCI World Ex USA UCITS ETF Dist	0.30%	Equity World	125
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	4
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.21%	Equity World Social/Environmental	259
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	591
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.13%	Equity Europe Financials	1,523
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	191
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.08%	Equity World	12
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.10%	Equity World Social/Environmental	955
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.51%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,517
Amundi MSCI World Ex USA UCITS ETF Acc	0.30%	Equity World	659
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	114
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.37%	Equity Europe Social/Environmental Climate Change	227
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	9,904
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental Climate Change	38
iShares FTSE All-World UCITS ETF USD (Acc)	0.07%	Equity World	26
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental Climate Change	509
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	767
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	1.99%	Equity World Social/Environmental	72
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	4
Franklin S&P World Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental Climate Change	12
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.39%	Equity Europe Social/Environmental Climate Change	93
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.30%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.49%	Equity Europe	4,188
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.08%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.07%	Equity World	2,167
UBS MSCI World UCITS ETF USD dis	0.09%	Equity World	1,459
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.07%	Equity World Social/Environmental	28
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,647
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,740
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	15
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.05%	Equity World	14
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.63%	Equity World Multi-Factor Strategy	985
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	540
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	121
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.21%	Equity World Social/Environmental	3
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	6,207
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.29%	Equity Europe Social/Environmental Climate Change	596
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.08%	Equity World	17,127
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.64%	Equity Europe	3,305
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.26%	Equity Europe Equal Weighted	59
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.02%	Equity World	152
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.60%	Equity Europe Social/Environmental	608
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.17%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	4,055
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.98%	Equity Europe Momentum	40
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	667
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.91%	Equity Europe Social/Environmental Climate Change	6
Xtrackers MSCI World ex USA UCITS ETF 1D	0.29%	Equity World	235
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	410
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.53%	Equity Europe Social/Environmental	84
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	328
Xtrackers MSCI World Screened UCITS ETF 1D	0.09%	Equity World Social/Environmental	135
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.08%	Equity World	160
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.11%	Equity World Social/Environmental	17
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.08%	Equity World Social/Environmental	5,935
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	0.74%	Equity Europe	11
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.59%	Equity Europe Low Volatility/Risk Weighted	24
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 1C	0.10%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,153
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	192
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.65%	Equity Europe	208
HSBC MSCI World UCITS ETF CHF hedged	0.08%	Equity World	78
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	5,309
Amundi Core MSCI World UCITS ETF USD Dist	0.08%	Equity World	1,608
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	2,829
Amundi MSCI Nordic UCITS ETF EUR (C)	4.71%	Equity Europe	308
Xtrackers Global Equity Top Active UCITS ETF 1C	0.32%	Equity World Fundamental/Quality	6
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.51%	Equity Europe	1,115
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.82%	Equity Europe Multi-Factor Strategy	203
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.49%	Equity Europe	58
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.07%	Equity World Social/Environmental	114
HSBC MSCI Europe UCITS ETF EUR	0.51%	Equity Europe	350
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	885
L&G Europe ex UK Equity UCITS ETF	0.69%	Equity Europe Social/Environmental	978
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.34%	Equity World Social/Environmental Climate Change	5
Amundi Prime Europe UCITS ETF DR (C)	0.54%	Equity Europe	224
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,120
VanEck World Equal Weight Screened UCITS ETF A	0.39%	Equity World Equal Weighted	1,399
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,757
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.40%	Equity Europe Social/Environmental	67
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	43,916
HSBC MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	1,926
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	19
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.59%	Equity World Financials Social/Environmental	1,290
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	12.34%	Equity Europe Financials	96
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.15%	Equity Europe Financials	757
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.14%	Equity World Multi-Factor Strategy	213
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.21%	Equity World Social/Environmental	4,429
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	52
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.08%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.70%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.08%	Equity World	57
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	59
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.51%	Equity Europe Social/Environmental Climate Change	2,379
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.39%	Equity Europe Social/Environmental	3,377
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	29,634
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.59%	Equity Europe Social/Environmental	4,835
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.21%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,630
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	27
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.50%	Equity Europe	290
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.14%	Equity World Multi-Factor Strategy	1,316
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	5,271
Xtrackers FTSE All-World UCITS ETF 1C	0.06%	Equity World	44
iShares MSCI Europe ex-UK UCITS ETF	0.65%	Equity Europe	1,467
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.53%	Equity Europe Social/Environmental Climate Change	17
Xtrackers MSCI Nordic UCITS ETF 1C	4.73%	Equity Europe	59
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
Xtrackers MSCI Europe Financials UCITS ETF 1C	2.07%	Equity Europe Financials	149
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.42%	Equity Europe Covered Call Alternative Investments	69
Xtrackers MSCI Europe UCITS ETF 1D	0.50%	Equity Europe	275
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	106
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.49%	Equity Europe	8
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.84%	Equity Europe Social/Environmental Climate Change	34
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,575
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	19,658
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.90%	Equity Europe Social/Environmental	2,487
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.65%	Equity Europe Social/Environmental	35
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	539
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	17
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	0.02%	Equity World Social/Environmental Climate Change	1,039
UBS Core MSCI Europe UCITS ETF EUR acc	0.53%	Equity Europe	405
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.48%	Equity Europe Social/Environmental Climate Change	37
Amundi Prime All Country World UCITS ETF Dist	0.07%	Equity World	4,546
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.46%	Equity Europe	2,764
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.22%	Equity World Multi-Factor Strategy	728
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.59%	Equity Europe Social/Environmental	487
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.14%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	98
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental	1,299
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.63%	Equity World Multi-Factor Strategy	3
Xtrackers MSCI Europe UCITS ETF 1C	0.50%	Equity Europe	7,912
State Street SPDR MSCI Europe UCITS ETF EUR	0.52%	Equity Europe	426
Xtrackers MSCI World Financials UCITS ETF 1C	0.50%	Equity World Financials	815
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.90%	Equity Europe Social/Environmental	4,835
Xtrackers MSCI Nordic UCITS ETF 1D	4.73%	Equity Europe	1,011
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.64%	Equity Europe	1,404
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	428
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.30%	Equity World	3,038

Performance

Returns overview

YTD	+17.94%
1 month	+4.70%
3 months	+9.10%
6 months	+19.38%
1 year	+44.19%
3 years	+101.15%
5 years	+85.26%
Since inception (MAX)	+441.72%
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).