Investor AB

ISIN SE0015811963

WKN A3CMTG

Market cap (in EUR)

114,149 m

Country

Sweden

Sector

Finance

Dividend yield

1.32%

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	114,149 m
EPS, EUR	7.85
P/B ratio	1.2
P/E ratio	4.8
Dividend yield	1.32%

Income statement (2025)

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

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Capital at risk

What ETF is Investor AB in?

There are 327 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	0.09%	Equity World	1,119
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.52%	Equity Europe	15,831
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,702
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	47
UBS Core MSCI Europe UCITS ETF EUR dis	0.52%	Equity Europe	1,628
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.08%	Equity World	11
State Street SPDR MSCI World Financials UCITS ETF USD	0.49%	Equity World Financials	330
Xtrackers MSCI World ex USA UCITS ETF 1C	0.30%	Equity World	6,745
Invesco MSCI World UCITS ETF	0.08%	Equity World	8,525
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	29
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)	0.12%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,973
UBS MSCI World ex USA UCITS ETF USD acc	0.30%	Equity World	408
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.83%	Equity Europe Multi-Factor Strategy	662
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	1.04%	Equity Europe Equal Weighted	88
iShares MSCI All Country World UCITS ETF USD (Dist)	0.07%	Equity World	19
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	1.01%	Equity Europe Momentum	719
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	552
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.19%	Equity World	48
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	57
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.50%	Equity Europe	0
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.48%	Equity Europe Social/Environmental Climate Change	187
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	765
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.21%	Equity World Multi-Factor Strategy	221
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.56%	Equity Europe Social/Environmental Climate Change	61
iShares OMX Stockholm Capped UCITS ETF	7.38%	Equity Sweden	191
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.42%	Equity Europe Covered Call Alternative Investments	25
Invesco MSCI Europe Equal Weight UCITS ETF	0.27%	Equity Europe Equal Weighted	216
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.50%	Equity Europe	20,736
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.60%	Equity Europe Social/Environmental	1,869
Amundi MSCI Europe UCITS ETF Acc	0.50%	Equity Europe	611
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.50%	Equity Europe	12
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	404
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
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	64
Xtrackers Nordic Net Zero Pathway Paris Aligned UCITS ETF 1C	4.45%	Equity Europe Social/Environmental Climate Change	22
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,705
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	601
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.42%	Equity Europe Social/Environmental	116
Amundi Core MSCI World Swap UCITS ETF Dist	0.08%	Equity World	6,528
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.92%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.60%	Equity Europe Low Volatility/Risk Weighted	897
UBS MSCI ACWI Universal UCITS ETF USD dis	0.07%	Equity World Social/Environmental	2,199
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	633
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	96
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.51%	Equity Europe	10,564
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.84%	Equity World Momentum	276
Invesco MSCI Europe ex-UK UCITS ETF	0.66%	Equity Europe	68
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	0.13%	Equity World Financials Social/Environmental	0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.66%	Equity Europe Social/Environmental	128
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.18%	Equity World Dividend	9,871
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.08%	Equity World	57
Amundi MSCI World Swap II UCITS ETF Acc	0.08%	Equity World	691
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.42%	Equity Europe Social/Environmental	2,823
Amundi Prime Europe UCITS ETF DR (D)	0.54%	Equity Europe	263
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.83%	Equity Europe Social/Environmental	97
Amundi MSCI Europe Growth UCITS ETF Dist	1.04%	Equity Europe Growth	90
Invesco Europe Enhanced Equity UCITS ETF Acc	0.28%	Equity Europe Multi-Factor Strategy	295
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	41
Amundi MSCI Europe Action UCITS ETF Dist	0.68%	Equity Europe Social/Environmental Climate Change	2,215
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	0
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.12%	Equity World Social/Environmental Climate Change	488
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	281
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.58%	Equity Europe Social/Environmental Climate Change	7
Amundi Core MSCI Europe UCITS ETF Acc	0.51%	Equity Europe	4,141
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.07%	Equity World Social/Environmental	60
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.68%	Equity World Value	284
Amundi MSCI World Swap II UCITS ETF Dist	0.08%	Equity World	8,685
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.12%	Equity Europe Social/Environmental	520
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	273
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.56%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	3,176
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	29
Amundi Core MSCI World Swap UCITS ETF Acc	0.08%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.09%	Equity World	13,637
Amundi MSCI Europe Momentum Factor UCITS ETF EUR (C)	1.01%	Equity Europe Momentum	131
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.30%	Equity World	2
Amundi MSCI Europe Growth UCITS ETF Acc	1.04%	Equity Europe Growth	179
L&G Global Equity UCITS ETF	0.08%	Equity World Social/Environmental	1,774
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.06%	Equity World	556
Xtrackers S&P Europe ex UK UCITS ETF	0.71%	Equity Europe	642
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.18%	Equity World Dividend	2,949
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.17%	Equity World Social/Environmental Climate Change	1,317
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental	63
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.50%	Equity Europe	5
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	111
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	1,327
iShares FTSE All-World UCITS ETF USD (Dist)	0.07%	Equity World	0
iShares MSCI World Swap UCITS ETF USD (Acc)	0.08%	Equity World	1,937
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	202
Xtrackers MSCI World Momentum ESG UCITS ETF	0.84%	Equity World Momentum	323
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	965
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.48%	Equity Europe Social/Environmental Climate Change	26
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.08%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.03%	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	0.11%	Equity World Social/Environmental	210
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.50%	Equity Europe	166
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	1,143
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	444
Amundi Core MSCI World UCITS ETF Acc	0.08%	Equity World	14,530
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.52%	Equity Europe	96
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	5,609
Amundi MSCI World Financials UCITS ETF EUR Acc	0.48%	Equity World Financials	134
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Climate Change	9
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.13%	Equity World Financials Social/Environmental	122
UBS Core MSCI Europe UCITS ETF USD acc	0.52%	Equity Europe	48
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.51%	Equity World Social/Environmental Climate Change	56
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.21%	Equity World Momentum	5,352
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	1,560
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI Nordic UCITS ETF 2C - GBP Hedged	4.80%	Equity Europe	46
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	504
Xtrackers MSCI World Swap UCITS ETF 1D	0.08%	Equity World	5,692
UBS Core MSCI Europe UCITS ETF hEUR acc	0.52%	Equity Europe	146
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.48%	Equity Europe Social/Environmental Climate Change	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	127,092
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.50%	Equity Europe	1,337
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental Climate Change	3
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	108
Amundi Core MSCI Europe UCITS ETF Dist	0.51%	Equity Europe	454
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	857
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	1,860
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	23,450
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	16,487
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	1.25%	Equity World Multi-Factor Strategy	40
Xtrackers MSCI World Momentum UCITS ETF 1C	0.22%	Equity World Momentum	2,008
UBS Core MSCI Europe UCITS ETF hCHF acc	0.52%	Equity Europe	153
UBS MSCI World ex USA UCITS ETF USD dis	0.30%	Equity World	0
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Climate Change	706
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	6
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	0.30%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.07%	Equity World	65
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.14%	Equity World	21
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.47%	Equity Europe	4,765
Amundi MSCI World Ex USA UCITS ETF Dist	0.29%	Equity World	131
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 USD (Dist)	0.22%	Equity World Social/Environmental	661
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.22%	Equity World Social/Environmental	276
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.01%	Equity Europe Financials	1,715
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	208
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	1,049
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.56%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.09%	Equity World Social/Environmental	2,109
Amundi MSCI World Ex USA UCITS ETF Acc	0.29%	Equity World	666
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.30%	Equity Europe Social/Environmental Climate Change	211
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	10,682
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	2,126
iShares FTSE All-World UCITS ETF USD (Acc)	0.07%	Equity World	34
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental Climate Change	551
iShares Core MSCI World UCITS ETF USD (Dist)	0.09%	Equity World	797
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	2.05%	Equity World Social/Environmental	73
Amundi MSCI World Financials UCITS ETF USD Acc	0.48%	Equity World Financials	769
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 All Country World Swap UCITS ETF USD (Acc)	0.07%	Equity World	70
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	33
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.39%	Equity Europe Social/Environmental Climate Change	101
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.30%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.50%	Equity Europe	4,259
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.08%	Equity World	41
Amundi Prime All Country World UCITS ETF Acc	0.07%	Equity World	2,906
UBS MSCI World UCITS ETF USD dis	0.08%	Equity World	1,449
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	0.08%	Equity World	5,892
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,718
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	17
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.07%	Equity World	24
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	639
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	134
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	7,487
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.54%	Equity Europe Social/Environmental Climate Change	623
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	17,748
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.67%	Equity Europe	3,376
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.27%	Equity Europe Equal Weighted	59
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	215
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.07%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.06%	Equity World	9
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.59%	Equity Europe Social/Environmental	637
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	0.08%	Equity World	4,135
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.01%	Equity Europe Momentum	40
Xtrackers MSCI World Swap UCITS ETF 1C	0.08%	Equity World	5,263
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	601
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.92%	Equity Europe Social/Environmental Climate Change	6
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.07%	Equity World	1,666
Amundi MSCI All Country World UCITS ETF EUR Acc	0.07%	Equity World	2,392
Xtrackers MSCI World ex USA UCITS ETF 1D	0.30%	Equity World	254
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.19%	Equity World	8
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	437
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.54%	Equity Europe Social/Environmental	84
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	343
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.07%	Equity World	88
Xtrackers MSCI World Screened UCITS ETF 1D	0.09%	Equity World Social/Environmental	138
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.08%	Equity World	187
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.12%	Equity World Social/Environmental	17
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.08%	Equity World Social/Environmental	6,230
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	0.77%	Equity Europe	10
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	3,947
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.60%	Equity Europe Low Volatility/Risk Weighted	24
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	1
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	1,002
UBS MSCI ACWI SF UCITS ETF USD acc	0.07%	Equity World	3,831
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	188
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.52%	Equity Europe	115
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.66%	Equity Europe	207
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.08%	Equity World	47
HSBC MSCI World UCITS ETF CHF hedged	0.09%	Equity World	89
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	5,245
Amundi Core MSCI World UCITS ETF USD Dist	0.08%	Equity World	1,616
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental	257
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	2,874
Amundi MSCI Nordic UCITS ETF EUR (C)	4.80%	Equity Europe	307
Xtrackers Global Equity Top Active UCITS ETF 1C	0.34%	Equity World Fundamental/Quality	8
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.51%	Equity Europe	1,220
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.83%	Equity Europe Multi-Factor Strategy	221
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.50%	Equity Europe	57
Amundi MSCI World Swap UCITS ETF USD Acc	0.08%	Equity World	74
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.07%	Equity World Social/Environmental	123
HSBC MSCI Europe UCITS ETF EUR	0.52%	Equity Europe	355
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.08%	Equity World	683
UBS MSCI World ex USA UCITS ETF hCHF acc	0.30%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.08%	Equity World	646
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	906
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	102
L&G Europe ex UK Equity UCITS ETF	0.70%	Equity Europe Social/Environmental	457
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	4
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	298
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,132
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,506
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.09%	Equity World	1,811
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.28%	Equity Europe Social/Environmental	68
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	520
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	50,681
HSBC MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	2,001
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)	0.60%	Equity Europe Low Volatility/Risk Weighted	81
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.56%	Equity World Financials Social/Environmental	1,272
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	12.28%	Equity Europe Financials	101
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.04%	Equity Europe Financials	817
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.14%	Equity World Multi-Factor Strategy	234
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.07%	Equity World	65
Invesco MSCI Europe UCITS ETF	0.52%	Equity Europe	59
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	4,599
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	0.65%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.09%	Equity World	65
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.58%	Equity World Social/Environmental Multi-Asset Strategy	43
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	63
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.56%	Equity Europe Social/Environmental Climate Change	2,379
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.51%	Equity Europe Social/Environmental	3,489
iShares MSCI All Country World UCITS ETF USD (Acc)	0.07%	Equity World	31,188
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.60%	Equity Europe Social/Environmental	4,810
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	1,761
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	28
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.52%	Equity Europe	296
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.14%	Equity World Multi-Factor Strategy	1,428
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	5,357
Xtrackers FTSE All-World UCITS ETF 1C	0.07%	Equity World	134
iShares MSCI Europe ex-UK UCITS ETF	0.67%	Equity Europe	1,504
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.54%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	279
Xtrackers MSCI Nordic UCITS ETF 1C	4.80%	Equity Europe	60
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.29%	Equity World Social/Environmental	1
Xtrackers MSCI Europe Financials UCITS ETF 1C	2.02%	Equity Europe Financials	157
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.42%	Equity Europe Covered Call Alternative Investments	98
Xtrackers MSCI Europe UCITS ETF 1D	0.52%	Equity Europe	401
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	0.06%	Equity World Social/Environmental	108
Amundi MSCI World Swap UCITS ETF EUR Dist	0.08%	Equity World	440
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.50%	Equity Europe	7
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.87%	Equity Europe Social/Environmental Climate Change	43
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,634
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	20,873
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.91%	Equity Europe Social/Environmental	2,435
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.66%	Equity Europe Social/Environmental	34
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	550
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	112
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.07%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,099
UBS Core MSCI Europe UCITS ETF EUR acc	0.52%	Equity Europe	730
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.49%	Equity Europe Social/Environmental Climate Change	37
Invesco STOXX Europe 600 UCITS ETF	0.50%	Equity Europe	520
Amundi Prime All Country World UCITS ETF Dist	0.07%	Equity World	4,610
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.47%	Equity Europe	3,028
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.25%	Equity World Multi-Factor Strategy	749
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.60%	Equity Europe Social/Environmental	485
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.15%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	101
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental	1,229
Xtrackers MSCI Europe UCITS ETF 1C	0.52%	Equity Europe	7,673
State Street SPDR MSCI Europe UCITS ETF EUR	0.53%	Equity Europe	393
Xtrackers MSCI World Financials UCITS ETF 1C	0.48%	Equity World Financials	1,286
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.29%	Equity World Social/Environmental	33
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.91%	Equity Europe Social/Environmental	4,905
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	72
Amundi MSCI World Swap UCITS ETF EUR Acc	0.08%	Equity World	6,507
Xtrackers MSCI Nordic UCITS ETF 1D	4.80%	Equity Europe	1,027
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.67%	Equity Europe	1,452
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	463
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.30%	Equity World	3,180

Performance

Returns overview

YTD	+15.32%
1 month	-5.94%
3 months	+2.06%
6 months	+6.67%
1 year	+35.81%
3 years	+100.65%
5 years	+80.81%
Since inception (MAX)	+429.66%
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).