Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

104,675 m

Country

Sweden

Sector

Finance

Dividend yield

1.43%

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	104,675 m
EPS, EUR	4.65
P/B ratio	1.2
P/E ratio	7.1
Dividend yield	1.43%

Income statement (2025)

Revenue, EUR	7,338 m
Net income, EUR	14,267 m
Profit margin	194.41%

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	796
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	689
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.47%	Equity Europe	14,871
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,055
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	37
Xtrackers MSCI Europe High Dividend Yield ESG UCITS ETF 1D	0.26%	Equity Europe Dividend	33
UBS Core MSCI Europe UCITS ETF EUR dis	0.47%	Equity Europe	1,051
SPDR MSCI World Financials UCITS ETF	0.44%	Equity World Financials	295
Xtrackers MSCI World ex USA UCITS ETF 1C	0.28%	Equity World	4,833
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	1,342
UBS MSCI World ex USA UCITS ETF USD acc	0.26%	Equity World	81
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.76%	Equity Europe Multi-Factor Strategy	586
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	35
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	2
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity World Social/Environmental	70
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.06%	Equity World Social/Environmental	485
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	33
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.43%	Equity Europe Social/Environmental Climate Change	142
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	433
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.13%	Equity Europe Social/Environmental Climate Change	61
iShares OMX Stockholm Capped UCITS ETF	6.98%	Equity Sweden	183
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.30%	Equity Europe Equal Weighted	369
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.44%	Equity Europe	16,671
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.52%	Equity Europe Social/Environmental	1,437
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.44%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.44%	Equity Europe	625
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.07%	Equity World	65
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C	3.91%	Equity Europe Social/Environmental Climate Change	134
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,581
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	453
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.41%	Equity Europe Social/Environmental	131
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	805
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	1,980
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	693
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	89
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	202
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.46%	Equity Europe	10,880
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.57%	Equity Europe Social/Environmental	133
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.16%	Equity World Dividend	7,428
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.41%	Equity Europe Social/Environmental	2,882
Amundi Prime Europe UCITS ETF DR (D)	0.47%	Equity Europe	215
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	81
Invesco Europe Enhanced Equity UCITS ETF Acc	0.30%	Equity Europe Multi-Factor Strategy	176
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	33
Amundi MSCI Europe Action UCITS ETF Dist	0.69%	Equity Europe Social/Environmental Climate Change	2,337
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	259
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	4,027
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	60
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	920
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	191
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.51%	Equity World Financials Social/Environmental	107
Amundi Prime Global UCITS ETF Acc	0.08%	Equity World	1,130
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	20
HSBC MSCI World UCITS ETF USD	0.08%	Equity World	12,434
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.91%	Equity Europe Growth	161
L&G Global Equity UCITS ETF	0.07%	Equity World Social/Environmental	907
Xtrackers S&P Europe ex UK UCITS ETF	0.64%	Equity Europe	284
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.16%	Equity World Dividend	1,798
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	59
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	128
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,402
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	68
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	0.08%	Equity World	399
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental Climate Change	2
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.43%	Equity Europe Social/Environmental Climate Change	35
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
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	122
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	982
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	124
Amundi Core MSCI World UCITS ETF Acc	0.07%	Equity World	12,216
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.47%	Equity Europe	83
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	5,049
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	521
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.44%	Equity World Social/Environmental Climate Change	37
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	712
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	364
UBS Core MSCI Europe UCITS ETF hEUR acc	0.47%	Equity Europe	129
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	110,458
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.44%	Equity Europe	985
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	78
Amundi Core MSCI Europe UCITS ETF Dist	0.44%	Equity Europe	688
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	675
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.07%	Equity World	40
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	19,333
SPDR MSCI All Country World UCITS ETF (Acc)	0.07%	Equity World	8,095
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	29
UBS Core MSCI Europe UCITS ETF hCHF acc	0.47%	Equity Europe	112
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	32
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.42%	Equity Europe	4,469
Amundi MSCI World Ex USA UCITS ETF Dist	0.26%	Equity World	109
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	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	976
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	1.98%	Equity Europe Financials	1,957
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	203
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.06%	Equity World Social/Environmental	732
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.13%	Equity Europe Social/Environmental Climate Change	23
Amundi MSCI World Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,051
Amundi MSCI World Ex USA UCITS ETF Acc	0.26%	Equity World	537
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	92
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.12%	Equity Europe Social/Environmental Climate Change	244
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	7,035
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	41
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	325
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	488
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	165
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	110
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.44%	Equity Europe	3,563
Amundi Prime All Country World UCITS ETF Acc	0.06%	Equity World	1,079
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,334
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.07%	Equity World Social/Environmental	21
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	4,944
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,832
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	17
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.63%	Equity World Multi-Factor Strategy	828
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	434
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.08%	Equity World Social/Environmental Climate Change	131
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	4,339
SPDR MSCI World UCITS ETF	0.07%	Equity World	14,071
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.58%	Equity Europe	3,265
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	167
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	81
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.53%	Equity Europe Social/Environmental	394
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	3,513
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	786
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	206
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	361
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.49%	Equity Europe Social/Environmental	80
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	259
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,125
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.25%	Equity Europe Low Volatility/Risk Weighted	27
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	978
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.61%	Equity Europe	192
HSBC MSCI World UCITS ETF CHF hedged	0.08%	Equity World	53
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	4,874
Amundi Core MSCI World UCITS ETF USD Dist	0.07%	Equity World	1,354
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	284
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	178
Amundi MSCI Nordic UCITS ETF EUR (C)	4.13%	Equity Europe	271
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.46%	Equity Europe	1,475
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.76%	Equity Europe Multi-Factor Strategy	179
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.44%	Equity Europe	48
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	107
HSBC MSCI Europe UCITS ETF EUR	0.47%	Equity Europe	333
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	848
L&G Europe ex UK Equity UCITS ETF	0.62%	Equity Europe Social/Environmental	910
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	0.76%	Equity World Value	265
Amundi Prime Europe UCITS ETF DR (C)	0.47%	Equity Europe	175
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	7,331
VanEck World Equal Weight Screened UCITS ETF A	0.39%	Equity World Equal Weighted	1,232
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,607
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.37%	Equity Europe Social/Environmental	63
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	29,558
HSBC MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	1,498
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	29
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.51%	Equity World Financials Social/Environmental	669
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	10.92%	Equity Europe Financials	85
SPDR MSCI Europe Financials UCITS ETF	2.00%	Equity Europe Financials	747
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.09%	Equity World Multi-Factor Strategy	162
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	3,818
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	43
Invesco FTSE RAFI Europe UCITS ETF Dist	0.30%	Equity Europe Fundamental/Quality	30
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	4
UBS Core MSCI World UCITS ETF hGBP acc	0.08%	Equity World	38
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	57
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.13%	Equity Europe Social/Environmental Climate Change	2,442
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	22,563
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.54%	Equity Europe Social/Environmental	4,671
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	1,062
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	16
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.48%	Equity Europe	250
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.09%	Equity World Multi-Factor Strategy	913
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.07%	Equity World	4,827
iShares MSCI Europe ex-UK UCITS ETF	0.61%	Equity Europe	1,301
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.38%	Equity Europe Social/Environmental Climate Change	13
Xtrackers MSCI Nordic UCITS ETF 1C	4.35%	Equity Europe	41
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	92
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	3.02%	Equity Europe Financials Social/Environmental	139
Xtrackers MSCI Europe UCITS ETF 1D	0.48%	Equity Europe	139
Amundi Prime Global UCITS ETF Dist	0.08%	Equity World	1,118
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	16,479
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.13%	Equity Europe Social/Environmental	2,183
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.57%	Equity Europe Social/Environmental	35
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	475
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	920
UBS Core MSCI Europe UCITS ETF EUR acc	0.47%	Equity Europe	176
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.42%	Equity Europe Social/Environmental Climate Change	39
Amundi Prime All Country World UCITS ETF Dist	0.06%	Equity World	2,987
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.42%	Equity Europe	2,293
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.12%	Equity World Multi-Factor Strategy	644
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.54%	Equity Europe Social/Environmental	456
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.14%	Equity World Social/Environmental	15
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	1,184
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.63%	Equity World Multi-Factor Strategy	3
Xtrackers MSCI Europe UCITS ETF 1C	0.48%	Equity Europe	7,315
SPDR MSCI Europe UCITS ETF	0.47%	Equity Europe	391
Xtrackers MSCI World Financials UCITS ETF 1C	0.46%	Equity World Financials	2,511
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	4,431
Xtrackers MSCI Nordic UCITS ETF 1D	4.35%	Equity Europe	931
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.58%	Equity Europe	1,233
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	271
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.27%	Equity World	2,191

Performance

Returns overview

YTD	+11.82%
1 month	+5.19%
3 months	+18.40%
6 months	+30.72%
1 year	+23.87%
3 years	+83.32%
5 years	+116.34%
Since inception (MAX)	+413.62%
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).