Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

113,025 m

Country

Sweden

Sector

Finance

Dividend yield

1.33%

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	113,025 m
EPS, EUR	7.85
P/B ratio	1.2
P/E ratio	4.8
Dividend yield	1.33%

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 297 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	21
UBS Core MSCI World UCITS ETF hCHF acc	0.08%	Equity World	1,115
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.52%	Equity Europe	16,031
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,690
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.08%	Equity World	10
State Street SPDR MSCI World Financials UCITS ETF USD	0.51%	Equity World Financials	292
Xtrackers MSCI World ex USA UCITS ETF 1C	0.29%	Equity World	6,705
Invesco MSCI World UCITS ETF	0.08%	Equity World	8,478
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.33%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	1,977
UBS MSCI World ex USA UCITS ETF USD acc	0.30%	Equity World	384
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.83%	Equity Europe Multi-Factor Strategy	677
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.07%	Equity World	284
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	25
VanEck European Equal Weight Screened UCITS ETF A	1.02%	Equity Europe Equal Weighted	89
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	86
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.98%	Equity Europe Momentum	727
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.08%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.10%	Equity World Social/Environmental	600
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	57
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.47%	Equity Europe Social/Environmental Climate Change	183
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	746
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.21%	Equity World Multi-Factor Strategy	220
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.55%	Equity Europe Social/Environmental Climate Change	62
iShares OMX Stockholm Capped UCITS ETF	7.37%	Equity Sweden	192
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.41%	Equity Europe Covered Call Alternative Investments	28
Invesco MSCI Europe Equal Weight UCITS ETF	0.27%	Equity Europe Equal Weighted	214
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.49%	Equity Europe	21,036
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.58%	Equity Europe Social/Environmental	1,855
Amundi MSCI Europe UCITS ETF Acc	0.49%	Equity Europe	622
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.49%	Equity Europe	13
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	413
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.19%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.08%	Equity World	95
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C	4.47%	Equity Europe Social/Environmental Climate Change	42
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,758
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	605
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.41%	Equity Europe Social/Environmental	119
Amundi Core MSCI World Swap UCITS ETF Dist	0.08%	Equity World	6,603
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	0.61%	Equity Europe Low Volatility/Risk Weighted	904
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	2,225
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	707
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	74
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	97
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.51%	Equity Europe	10,753
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.78%	Equity World Momentum	258
Invesco MSCI Europe ex-UK UCITS ETF	0.65%	Equity Europe	66
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.65%	Equity Europe Social/Environmental	130
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.18%	Equity World Dividend	9,697
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.08%	Equity World	58
Amundi MSCI World Swap II UCITS ETF Acc	0.08%	Equity World	681
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.41%	Equity Europe Social/Environmental	2,843
Amundi Prime Europe UCITS ETF DR (D)	0.53%	Equity Europe	257
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.81%	Equity Europe Social/Environmental	92
Amundi MSCI Europe Growth UCITS ETF Dist	1.00%	Equity Europe Growth	92
Invesco Europe Enhanced Equity UCITS ETF Acc	0.27%	Equity Europe Multi-Factor Strategy	295
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	42
Amundi MSCI Europe Action UCITS ETF Dist	0.67%	Equity Europe Social/Environmental Climate Change	2,267
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	0
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.12%	Equity World Social/Environmental Climate Change	496
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	288
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	0.51%	Equity Europe	4,210
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.07%	Equity World Social/Environmental	62
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.66%	Equity World Value	286
Amundi MSCI World Swap II UCITS ETF Dist	0.08%	Equity World	8,711
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.33%	Equity Europe Social/Environmental	520
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	306
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	3,091
Amundi Core MSCI World Swap UCITS ETF Acc	0.08%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.09%	Equity World	13,739
Amundi MSCI Europe Momentum Factor UCITS ETF EUR (C)	0.98%	Equity Europe Momentum	136
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.30%	Equity World	2
Amundi MSCI Europe Growth UCITS ETF Acc	1.00%	Equity Europe Growth	180
L&G Global Equity UCITS ETF	0.09%	Equity World Social/Environmental	1,691
Xtrackers S&P Europe ex UK UCITS ETF	0.70%	Equity Europe	634
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.18%	Equity World Dividend	2,878
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	1,341
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	65
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	113
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,349
iShares MSCI World Swap UCITS ETF USD (Acc)	0.08%	Equity World	1,875
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	0.77%	Equity World Momentum	324
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	959
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.47%	Equity Europe Social/Environmental Climate Change	27
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.08%	Equity World	1
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.08%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.10%	Equity World Social/Environmental	235
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.49%	Equity Europe	128
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	1,177
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	446
Amundi Core MSCI World UCITS ETF Acc	0.08%	Equity World	14,613
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.51%	Equity Europe	104
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	5,718
Amundi MSCI World Financials UCITS ETF EUR Acc	0.50%	Equity World Financials	134
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	123
UBS Core MSCI Europe UCITS ETF USD acc	0.52%	Equity Europe	49
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.49%	Equity World Social/Environmental Climate Change	56
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.19%	Equity World Momentum	5,211
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.08%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.08%	Equity World	1,628
Xtrackers MSCI Nordic UCITS ETF 2C - GBP Hedged	4.77%	Equity Europe	46
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	452
Xtrackers MSCI World Swap UCITS ETF 1D	0.08%	Equity World	5,760
UBS Core MSCI Europe UCITS ETF hEUR acc	0.52%	Equity Europe	147
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	127,736
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.49%	Equity Europe	1,298
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental Climate Change	5
Amundi Core MSCI Europe UCITS ETF Dist	0.51%	Equity Europe	459
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	851
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.08%	Equity World	62
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.07%	Equity World	1,869
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	60
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	23,361
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	15,746
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	1.24%	Equity World Multi-Factor Strategy	28
Xtrackers MSCI World Momentum UCITS ETF 1C	0.19%	Equity World Momentum	2,015
UBS Core MSCI Europe UCITS ETF hCHF acc	0.52%	Equity Europe	154
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Climate Change	705
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.17%	Equity Europe Social/Environmental Climate Change	17
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.29%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.07%	Equity World	60
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.13%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.47%	Equity Europe	4,826
Amundi MSCI World Ex USA UCITS ETF Dist	0.29%	Equity World	130
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	2
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.21%	Equity World Social/Environmental	279
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	667
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.08%	Equity Europe Financials	1,699
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	214
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.08%	Equity World	23
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.10%	Equity World Social/Environmental	1,029
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.55%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,642
Amundi MSCI World Ex USA UCITS ETF Acc	0.29%	Equity World	662
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.30%	Equity Europe Social/Environmental Climate Change	217
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	10,530
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental Climate Change	38
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.07%	Equity World	2,136
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	555
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	794
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	1.96%	Equity World Social/Environmental	72
Amundi MSCI World Financials UCITS ETF USD Acc	0.50%	Equity World Financials	839
Franklin S&P World Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	5
iShares MSCI ACWI Swap UCITS ETF USD (Acc)	0.07%	Equity World	52
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.37%	Equity Europe Social/Environmental Climate Change	103
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.29%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.49%	Equity Europe	4,312
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.08%	Equity World	82
Amundi Prime All Country World UCITS ETF Acc	0.07%	Equity World	2,728
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.07%	Equity World Social/Environmental	32
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,896
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,747
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	18
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.05%	Equity World	24
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	643
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	135
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.21%	Equity World Social/Environmental	4
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	7,173
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.53%	Equity Europe Social/Environmental Climate Change	624
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	17,745
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.65%	Equity Europe	3,391
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.27%	Equity Europe Equal Weighted	60
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	201
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.07%	Equity World	49
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.56%	Equity Europe Social/Environmental	647
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	4,166
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.98%	Equity Europe Momentum	41
Xtrackers MSCI World Swap UCITS ETF 1C	0.08%	Equity World	5,320
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	608
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.91%	Equity Europe Social/Environmental Climate Change	6
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.07%	Equity World	1,677
Amundi MSCI All Country World UCITS ETF EUR Acc	0.07%	Equity World	2,371
Xtrackers MSCI World ex USA UCITS ETF 1D	0.29%	Equity World	253
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	447
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.53%	Equity Europe Social/Environmental	86
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	347
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.07%	Equity World	86
Xtrackers MSCI World Screened UCITS ETF 1D	0.09%	Equity World Social/Environmental	139
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.08%	Equity World	173
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.12%	Equity World Social/Environmental	18
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.08%	Equity World Social/Environmental	6,184
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	0.75%	Equity Europe	11
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.61%	Equity Europe Low Volatility/Risk Weighted	24
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,084
UBS MSCI ACWI SF UCITS ETF USD acc	0.07%	Equity World	3,866
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	187
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.51%	Equity Europe	116
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.65%	Equity Europe	211
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.08%	Equity World	44
HSBC MSCI World UCITS ETF CHF hedged	0.09%	Equity World	81
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	5,351
Amundi Core MSCI World UCITS ETF USD Dist	0.08%	Equity World	1,647
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	260
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	2,882
Amundi MSCI Nordic UCITS ETF EUR (C)	4.74%	Equity Europe	303
Xtrackers Global Equity Top Active UCITS ETF 1C	0.32%	Equity World Fundamental/Quality	8
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.51%	Equity Europe	1,248
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.83%	Equity Europe Multi-Factor Strategy	222
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.49%	Equity Europe	57
Amundi MSCI World Swap UCITS ETF USD Acc	0.08%	Equity World	73
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	119
HSBC MSCI Europe UCITS ETF EUR	0.51%	Equity Europe	355
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental	3
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.08%	Equity World	702
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.08%	Equity World	619
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	909
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	106
L&G Europe ex UK Equity UCITS ETF	0.69%	Equity Europe Social/Environmental	463
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	7
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.33%	Equity World Social/Environmental Climate Change	5
Amundi Prime Europe UCITS ETF DR (C)	0.53%	Equity Europe	261
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,223
VanEck World Equal Weight Screened UCITS ETF A	0.38%	Equity World Equal Weighted	1,490
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,819
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.40%	Equity Europe Social/Environmental	69
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.08%	Equity World	1
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.07%	Equity World	521
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	48,874
HSBC MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	1,975
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C)	0.61%	Equity Europe Low Volatility/Risk Weighted	80
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	12.69%	Equity Europe Financials	101
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.10%	Equity Europe Financials	795
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.14%	Equity World Multi-Factor Strategy	228
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.07%	Equity World	60
Invesco MSCI Europe UCITS ETF	0.51%	Equity Europe	60
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.21%	Equity World Social/Environmental	4,463
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	53
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	0.69%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.08%	Equity World	63
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.59%	Equity World Social/Environmental Multi-Asset Strategy	44
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	65
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.55%	Equity Europe Social/Environmental Climate Change	2,424
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.50%	Equity Europe Social/Environmental	3,502
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	30,833
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.58%	Equity Europe Social/Environmental	4,786
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.21%	Equity Europe Social/Environmental	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	1,710
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	29
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.51%	Equity Europe	300
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.14%	Equity World Multi-Factor Strategy	1,407
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	5,374
Xtrackers FTSE All-World UCITS ETF 1C	0.06%	Equity World	109
iShares MSCI Europe ex-UK UCITS ETF	0.65%	Equity Europe	1,512
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.53%	Equity Europe Social/Environmental Climate Change	17
Xtrackers MSCI Nordic UCITS ETF 1C	4.77%	Equity Europe	59
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.28%	Equity World Social/Environmental	0
Xtrackers MSCI Europe Financials UCITS ETF 1C	2.08%	Equity Europe Financials	156
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.41%	Equity Europe Covered Call Alternative Investments	86
Xtrackers MSCI Europe UCITS ETF 1D	0.51%	Equity Europe	398
Amundi MSCI All Country World UCITS ETF USD Acc	0.07%	Equity World	126
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	111
Amundi MSCI World Swap UCITS ETF EUR Dist	0.08%	Equity World	436
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.49%	Equity Europe	7
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.85%	Equity Europe Social/Environmental Climate Change	43
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,627
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	20,651
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.91%	Equity Europe Social/Environmental	2,537
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	556
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	17
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.08%	Equity World	103
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.07%	Equity World	44
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,105
UBS Core MSCI Europe UCITS ETF EUR acc	0.52%	Equity Europe	634
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.47%	Equity Europe Social/Environmental Climate Change	37
Invesco STOXX Europe 600 UCITS ETF	0.49%	Equity Europe	581
Amundi Prime All Country World UCITS ETF Dist	0.07%	Equity World	4,644
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.47%	Equity Europe	2,997
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.24%	Equity World Multi-Factor Strategy	751
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.58%	Equity Europe Social/Environmental	495
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.15%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	102
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,223
Xtrackers MSCI Europe UCITS ETF 1C	0.51%	Equity Europe	7,833
State Street SPDR MSCI Europe UCITS ETF EUR	0.52%	Equity Europe	398
Xtrackers MSCI World Financials UCITS ETF 1C	0.50%	Equity World Financials	1,235
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.28%	Equity World Social/Environmental	33
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.91%	Equity Europe Social/Environmental	5,004
Amundi MSCI World Swap UCITS ETF EUR Acc	0.08%	Equity World	6,502
Xtrackers MSCI Nordic UCITS ETF 1D	4.77%	Equity Europe	1,020
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.65%	Equity Europe	1,461
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	456
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.30%	Equity World	3,137

Performance

Returns overview

YTD	+21.06%
1 month	+4.57%
3 months	+7.18%
6 months	+6.61%
1 year	+41.51%
3 years	+119.09%
5 years	+85.03%
Since inception (MAX)	+456.03%
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).