Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

909,733 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

Quote

Description

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

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Finance Insurance United States

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Financials

Key metrics

Market capitalisation, EUR	909,733 m
EPS, EUR	34.10
P/B ratio	1.4
P/E ratio	12.7
Dividend yield	0.00%

Income statement (2025)

Revenue, EUR	329,254 m
Net income, EUR	59,361 m
Profit margin	18.03%

What ETF is Berkshire Hathaway, Inc. in?

There are 399 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.79%	Equity World	1,110
Xtrackers MSCI USA Screened UCITS ETF 1C	1.20%	Equity United States Social/Environmental	1,146
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	1.13%	Equity United States Low Volatility/Risk Weighted	37
State Street SPDR MSCI World Financials UCITS ETF USD	4.72%	Equity World Financials	313
iShares S&P 500 Swap UCITS ETF USD (Acc)	1.46%	Equity United States	12,816
Invesco MSCI World UCITS ETF	0.80%	Equity World	8,433
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.97%	Equity United States Social/Environmental	15,778
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.82%	Equity World Low Volatility/Risk Weighted	56
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	1.46%	Equity United States	530
Xtrackers S&P 500 Swap UCITS ETF 1D	1.46%	Equity United States	4,363
iShares MSCI ACWI UCITS ETF USD (Dist)	0.70%	Equity World	20
UBS MSCI USA Value UCITS ETF USD dis	2.19%	Equity United States Value	705
Amundi Core MSCI USA UCITS ETF Acc	1.08%	Equity United States	3,726
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.29%	Equity United States Social/Environmental	1,101
iShares World Equity High Income UCITS ETF USD (Dist)	0.70%	Equity World Social/Environmental	568
JPMorgan Global Equity Active UCITS ETF EUR (acc)	0.16%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	444
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.70%	Equity World	748
Invesco S&P 500 UCITS ETF GBP Hedged Acc	1.46%	Equity United States	1,797
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	1.83%	Equity United States Social/Environmental	48
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.72%	Equity World Multi-Factor Strategy	4
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.70%	Equity World Social/Environmental	0
JPMorgan US Value Equity Active UCITS ETF USD (dist)	1.54%	Equity United States Value	17
Invesco MSCI USA UCITS ETF	1.09%	Equity United States	7,813
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.79%	Equity United States Social/Environmental Multi-Asset Strategy	18
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.33%	Equity World Covered Call Alternative Investments	66
Xtrackers MSCI USA Swap UCITS ETF 1D	1.09%	Equity United States	2,803
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.71%	Equity World	61
Xtrackers MSCI World UCITS ETF 1D	0.80%	Equity World	4,699
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.29%	Equity United States Social/Environmental	10,771
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.61%	Equity United States Covered Call Alternative Investments	40
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.30%	Equity United States Growth	7
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.70%	Equity World Social/Environmental	602
iShares S&P 500 Swap UCITS ETF USD (Dist)	1.46%	Equity United States	2,135
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.47%	Equity United States	465
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.33%	Equity World Covered Call Alternative Investments	30
Amundi Core MSCI World Swap UCITS ETF Dist	0.80%	Equity World	6,540
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	249
UBS MSCI ACWI Universal UCITS ETF USD dis	0.61%	Equity World Social/Environmental	2,196
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.79%	Equity World	672
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.62%	Equity World Social/Environmental	74
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.70%	Equity World Social/Environmental	97
JPMorgan Global Equity Active UCITS ETF USD (dist)	0.16%	Equity World Social/Environmental	1
Invesco MSCI North America Swap UCITS ETF Acc	1.06%	Equity North America	-
Amundi S&P 500 Swap UCITS ETF USD Acc	1.46%	Equity United States	3,216
UBS Core S&P 500 UCITS ETF hGBP dis	1.45%	Equity United States	70
iShares Core S&P 500 UCITS ETF USD (Dist)	1.46%	Equity United States	19,699
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	162
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.23%	Equity World Low Volatility/Risk Weighted	2,269
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	1.26%	Equity United States Buffer Alternative Investments	5
Xtrackers S&P 500 Swap UCITS ETF 7C GBP Hedged	1.46%	Equity United States	2
HSBC MSCI World UCITS ETF USD	0.79%	Equity World	13,619
UBS Core S&P 500 UCITS ETF hEUR acc	1.45%	Equity United States	214
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.78%	Equity United States Social/Environmental Multi-Asset Strategy	8
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	1.46%	Equity United States	415
Amundi Core MSCI USA Swap UCITS ETF Acc	1.09%	Equity United States	55
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.61%	Equity World Social/Environmental	63
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.61%	Equity World Social/Environmental	1,337
iShares MSCI World Swap UCITS ETF USD (Acc)	0.80%	Equity World	1,898
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.62%	Equity World Social/Environmental	204
Xtrackers MSCI USA UCITS ETF 1C	1.11%	Equity United States	11,344
UBS Core MSCI World UCITS ETF hEUR acc	0.79%	Equity World	953
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.09%	Equity United States	190
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	1.46%	Equity United States	0
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	2.57%	Equity United States Value	2
WisdomTree S&P 500 EUR Daily Hedged	1.46%	Equity United States	4
Amundi MSCI World Financials UCITS ETF EUR Acc	4.74%	Equity World Financials	136
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	2.92%	Equity World Financials Social/Environmental	123
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	1.46%	Equity United States	1,118
iShares Core MSCI World UCITS ETF USD (Acc)	0.79%	Equity World	126,744
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.20%	Equity United States Equal Weighted	10
iShares Core S&P 500 UCITS ETF USD (Acc)	1.46%	Equity United States	132,640
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.46%	Equity United States	2,518
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.79%	Equity World	850
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.70%	Equity World	1,858
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.62%	Equity World Social/Environmental	59
UBS Core MSCI USA UCITS ETF USD dis	1.09%	Equity United States	1,290
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.91%	Equity United States Social/Environmental	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.95%	Equity World Social/Environmental	428
iShares MSCI USA UCITS ETF (Acc)	1.10%	Equity United States	4,320
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.31%	Equity World Social/Environmental Climate Change	709
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.25%	Equity World Multi-Factor Strategy	255
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.55%	Equity United States Social/Environmental	96
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.93%	Equity United States Value Climate Change	4
JPMorgan Global Equity Active UCITS ETF USD (acc)	0.16%	Equity World Social/Environmental	12
L&G S&P 100 UCITS ETF USD Acc	2.04%	Equity United States Large Cap	38
Xtrackers S&P 500 GARP UCITS ETF 1C	4.55%	Equity United States Multi-Factor Strategy	5
JPMorgan US Value Equity Active UCITS ETF USD (acc)	1.54%	Equity United States Value	238
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.70%	Equity World	2,131
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.42%	Equity World Social/Environmental Climate Change	169
iShares Core MSCI World UCITS ETF USD (Dist)	0.79%	Equity World	802
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	11,520
Amundi MSCI World Financials UCITS ETF USD Acc	4.74%	Equity World Financials	842
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.62%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.21%	Equity United States Social/Environmental Climate Change	13
Amundi Core S&P 500 Swap UCITS ETF GBP Hedged Dist	1.46%	Equity United States	1,708
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	1.13%	Equity United States Low Volatility/Risk Weighted	4
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.80%	Equity World	81
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.76%	Equity United States	227
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.33%	Equity World	24
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	636
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.57%	Equity World	7,196
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.19%	Equity United States Social/Environmental	1,439
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.46%	Equity United States	18,011
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.46%	Equity United States	280
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	1.76%	Equity United States	32
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.57%	Equity World	202
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	436
Vanguard FTSE Developed World UCITS ETF Distributing	0.73%	Equity World	4,137
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc)	0.64%	Equity World Social/Environmental Climate Change	0
Invesco RAFI US Fundamental Value UCITS ETF Dist	1.98%	Equity United States Value	1,000
Xtrackers MSCI World Swap UCITS ETF 1C	0.80%	Equity World	5,280
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.61%	Equity United States Covered Call Alternative Investments	16
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.30%	Equity United States Growth	1
UBS MSCI World Mega Cap UCITS ETF USD acc	2.03%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.61%	Equity World Social/Environmental	602
iShares MSCI USA Swap UCITS ETF USD (Acc)	1.09%	Equity United States	6,056
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.70%	Equity World	1,667
HSBC S&P 500 UCITS ETF USD	1.46%	Equity United States	8,565
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	81
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,552
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.20%	Equity United States Equal Weighted	12
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.80%	Equity World	174
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.77%	Equity World Social/Environmental	6,176
Invesco FTSE All-World UCITS ETF	0.71%	Equity World	3,888
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc)	0.64%	Equity World Social/Environmental Climate Change	1
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.93%	Equity United States Value Climate Change	19
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,020
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.45%	Equity United States	30,513
iShares MSCI World Screened UCITS ETF USD (Dist)	0.86%	Equity World Social/Environmental	1,075
UBS MSCI ACWI SF UCITS ETF USD acc	0.70%	Equity World	3,839
WisdomTree S&P 500	1.46%	Equity United States	174
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	356
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	1.46%	Equity United States	121
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.80%	Equity World	44
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.20%	Equity United States Equal Weighted	0
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.70%	Equity World Social/Environmental	18
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	3.02%	Equity United States Large Cap	75
iShares MSCI World Screened UCITS ETF USD (Acc)	0.86%	Equity World Social/Environmental	5,307
Amundi Core MSCI World UCITS ETF USD Dist	0.77%	Equity World	1,633
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.61%	Equity World Social/Environmental	259
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.75%	Equity World Social/Environmental	2,864
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	1.46%	Equity United States	135
Invesco MSCI USA UCITS ETF EUR Hedged Acc	1.09%	Equity United States	352
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	1.11%	Equity United States	17
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.37%	Equity North America	2,971
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.80%	Equity World	704
Xtrackers S&P 500 UCITS ETF 4C	1.47%	Equity United States	2,224
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.29%	Equity United States Social/Environmental	1,263
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.70%	Equity World Social/Environmental	927
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.80%	Equity World	103
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.23%	Equity World Low Volatility/Risk Weighted	61
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.20%	Equity United States Social/Environmental	228
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.88%	Equity United States Low Volatility/Risk Weighted	1,585
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.79%	Equity World	1,807
Xtrackers MSCI USA Swap UCITS ETF 1C	1.09%	Equity United States	4,866
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.46%	Equity United States	2,683
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.80%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.73%	Equity World	49,048
HSBC MSCI World UCITS ETF USD (Acc)	0.79%	Equity World	1,993
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	1.46%	Equity United States	911
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.70%	Equity World	61
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	4,447
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.29%	Equity United States Social/Environmental	71
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.80%	Equity World	52
UBS S&P 500 SF UCITS ETF USD acc	1.46%	Equity United States	195
HSBC S&P 500 UCITS ETF USD (Acc)	1.46%	Equity United States	570
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.20%	Equity United States Equal Weighted	22
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.45%	Equity United States	45,480
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.04%	Equity United States Multi-Factor Strategy	25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.70%	Equity World	1,769
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	4,362
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.60%	Equity United States Large Cap	3
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	11.42%	Equity United States Financials	3
Xtrackers MSCI USA Financials UCITS ETF 1D	8.86%	Equity United States Financials	904
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.78%	Equity World	5,356
Xtrackers FTSE All-World UCITS ETF 1C	0.92%	Equity World	109
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.88%	Equity United States Low Volatility/Risk Weighted	138
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.10%	Equity World Private Equity	15
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.46%	Equity United States Multi-Factor Strategy	138
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.47%	Equity United States	63
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.19%	Equity United States Social/Environmental	15,667
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.42%	Equity World Social/Environmental Climate Change	-
Amundi MSCI World Swap UCITS ETF EUR Dist	0.80%	Equity World	442
Xtrackers MSCI World UCITS ETF 1C	0.80%	Equity World	20,584
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.70%	Equity World Social/Environmental	18
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.79%	Equity World	103
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.76%	Equity United States	1
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.97%	Equity United States Social/Environmental	473
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.86%	Equity World Social/Environmental	102
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.61%	Equity World Social/Environmental	1,224
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.19%	Equity United States Social/Environmental	703
Franklin S&P 500 Financials UCITS ETF Acc	11.35%	Equity United States Financials	1
Amundi MSCI USA Minimum Volatility Factor UCITS ETF DR	1.47%	Equity United States Low Volatility/Risk Weighted	35
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.61%	Equity United States Technology Covered Call Alternative Investments	6
Franklin Core US Enhanced Equity UCITS ETF Acc	0.56%	Equity United States Multi-Factor Strategy	8
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.71%	Equity World	72
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	2.75%	Equity United States Value	2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	1.04%	Equity United States Multi-Factor Strategy	9
Xtrackers S&P 500 Swap UCITS ETF 1C	1.46%	Equity United States	3,525
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,699
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.93%	Equity World Social/Environmental	303
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.80%	Equity World	10
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.08%	Equity United States	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.09%	Equity United States	41
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.46%	Equity United States	16,052
UBS Core MSCI World UCITS ETF USD dis	0.79%	Equity World	1,963
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.70%	Equity World	283
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.97%	Equity United States Social/Environmental	1,536
Xtrackers S&P 500 Swap II UCITS ETF 1D	1.46%	Equity United States	344
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.77%	Equity World Social/Environmental	85
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.80%	Equity World	7
Franklin U.S. Equity UCITS ETF	0.99%	Equity United States Multi-Factor Strategy	66
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.55%	Equity United States Social/Environmental	1,439
Invesco US Enhanced Equity UCITS ETF EUR Hdg Acc	1.43%	Equity United States Multi-Factor Strategy	1
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.77%	Equity World Multi-Factor Strategy	219
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.29%	Equity United States Social/Environmental	77
Invesco MSCI USA Universal Screened UCITS ETF	0.91%	Equity United States Social/Environmental	36
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.24%	Equity World Low Volatility/Risk Weighted	1,196
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.25%	Equity World Multi-Factor Strategy	1
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	11.68%	Equity United States Financials	646
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.70%	Equity World	94
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.78%	Equity United States Social/Environmental Multi-Asset Strategy	0
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.42%	Equity World Social/Environmental Climate Change	139
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.61%	Equity United States Covered Call Alternative Investments	41
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.47%	Equity United States	61
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.04%	Equity United States Multi-Factor Strategy	111
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.32%	Equity United States Low Volatility/Risk Weighted	102
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	2.92%	Equity World Financials Social/Environmental	0
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.80%	Equity World	57
Amundi MSCI World Swap II UCITS ETF Acc	0.80%	Equity World	682
JPMorgan Global Equity Active UCITS ETF EUR Hedged (acc)	0.16%	Equity World Social/Environmental	1
Amundi Core S&P 500 Swap UCITS ETF USD Dist	1.46%	Equity United States	4,581
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc)	1.09%	Equity United States	153
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.70%	Equity World Social/Environmental	61
Invesco S&P 500 Equal Weight UCITS ETF	0.18%	Equity United States Equal Weighted	1,204
Amundi MSCI World Swap II UCITS ETF Dist	0.80%	Equity World	8,690
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.46%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.08%	Equity United States	1
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	2.57%	Equity United States Value	88
Amundi Prime Global UCITS ETF Acc	0.79%	Equity World	3,081
Amundi Core MSCI World Swap UCITS ETF Acc	0.80%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	2.25%	Equity World Value	7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.04%	Equity United States Multi-Factor Strategy	28
L&G Global Equity UCITS ETF	0.81%	Equity World Social/Environmental	1,737
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.71%	Equity World	9
Invesco MSCI World Universal Screened UCITS ETF Acc	0.58%	Equity World Social/Environmental	257
UBS Core MSCI World UCITS ETF hGBP dis	0.79%	Equity World	112
iShares FTSE All-World UCITS ETF USD (Dist)	0.89%	Equity World	0
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.30%	Equity United States Growth	456
iShares MSCI USA Swap UCITS ETF USD (Dist)	1.09%	Equity United States	338
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.80%	Equity World	1
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.99%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.19%	Equity World Social/Environmental	224
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.79%	Equity World	1,175
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.70%	Equity World Social/Environmental	442
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.09%	Equity United States	632
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	34
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.46%	Equity United States	92
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.02%	Equity United States Large Cap	37
Amundi Core MSCI World UCITS ETF Acc	0.77%	Equity World	14,497
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.70%	Equity World Social/Environmental	5,642
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	1.46%	Equity United States	307
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	1.29%	Equity United States Social/Environmental	35
UBS Core MSCI USA UCITS ETF hGBP acc	1.09%	Equity United States	31
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.80%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.80%	Equity World	1,623
Xtrackers MSCI USA Swap II UCITS ETF 1C	1.09%	Equity United States	97
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.80%	Equity World	446
Xtrackers MSCI World Swap UCITS ETF 1D	0.80%	Equity World	5,700
Invesco S&P 500 EUR Hedged UCITS ETF	1.46%	Equity United States	2,762
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.46%	Equity United States	1,759
L&G US Equity UCITS ETF	1.14%	Equity United States Social/Environmental	1,296
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.77%	Equity World	61
Invesco S&P 500 UCITS ETF Dist	1.46%	Equity United States	8,826
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.73%	Equity World	23,230
UBS MSCI USA Universal UCITS ETF USD acc	1.10%	Equity United States Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.70%	Equity World	15,758
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.70%	Equity World	59
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	1.83%	Equity United States Social/Environmental	4
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	1.46%	Equity United States	3,138
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.38%	Equity World Social/Environmental	675
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.38%	Equity World Social/Environmental	276
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.72%	Equity World	23
Xtrackers S&P 500 UCITS ETF 4D	1.47%	Equity United States	2
UBS Core S&P 500 UCITS ETF USD dis	1.45%	Equity United States	1,216
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.23%	Equity World Low Volatility/Risk Weighted	163
UBS Core S&P 500 UCITS ETF hCHF acc	1.45%	Equity United States	739
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.11%	Equity United States	655
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	1.26%	Equity United States Buffer Alternative Investments	8
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc	1.09%	Equity United States	3
UBS Core MSCI World UCITS ETF USD acc	0.79%	Equity World	10,523
iShares FTSE All-World UCITS ETF USD (Acc)	0.89%	Equity World	34
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.91%	Equity United States Social/Environmental	2,674
Invesco RAFI All-World Fundamental Value UCITS ETF	1.06%	Equity World Value	271
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.76%	Equity World Social/Environmental Multi-Asset Strategy	124
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	1.46%	Equity United States	556
iShares MSCI ACWI Swap UCITS ETF USD (Acc)	0.70%	Equity World	70
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.76%	Equity United States Large Cap	9
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.71%	Equity World	22
UBS MSCI USA NSL UCITS ETF USD acc	1.10%	Equity United States	3,031
HSBC MSCI USA Quality UCITS ETF USD	1.85%	Equity United States Fundamental/Quality	243
Amundi Prime All Country World UCITS ETF Acc	0.68%	Equity World	2,739
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.47%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.70%	Equity World Social/Environmental	32
Vanguard FTSE Developed World UCITS ETF Acc	0.73%	Equity World	5,860
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.70%	Equity World Social/Environmental	1,724
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.70%	Equity World Social/Environmental	639
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.67%	Equity World Social/Environmental	4
iShares Edge MSCI USA Quality Factor UCITS ETF	1.84%	Equity United States Fundamental/Quality	1,624
Amundi S&P 500 Swap UCITS ETF USD Dist	1.46%	Equity United States	8
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.33%	Equity World Covered Call Alternative Investments	1,270
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.88%	Equity United States Low Volatility/Risk Weighted	41
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.79%	Equity World	17,717
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	1.66%	Equity United States Social/Environmental	0
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.71%	Equity World	9
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.70%	Equity World	49
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.45%	Equity World Multi-Factor Strategy	6
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	1.46%	Equity United States	1,677
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.37%	Equity North America	2,838
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.61%	Equity United States Covered Call Alternative Investments	467
Amundi MSCI All Country World UCITS ETF EUR Acc	0.70%	Equity World	2,373
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.09%	Equity United States	744
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.80%	Equity World	440
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.79%	Equity World	345
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.70%	Equity World	86
Xtrackers MSCI World Screened UCITS ETF 1D	0.86%	Equity World Social/Environmental	138
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.63%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	1.09%	Equity United States	2,829
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.76%	Equity World Social/Environmental Multi-Asset Strategy	56
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.97%	Equity United States Social/Environmental	8,119
HSBC MSCI World UCITS ETF CHF hedged	0.79%	Equity World	81
Amundi Core MSCI USA UCITS ETF Dist	1.08%	Equity United States	1,088
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	1.11%	Equity United States	14
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.41%	Equity United States	21
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.82%	Equity World Low Volatility/Risk Weighted	194
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.42%	Equity World Social/Environmental Climate Change	9
iShares MSCI USA Swap UCITS ETF GBP Hedged (Dist)	1.09%	Equity United States	9
Xtrackers S&P 500 Swap II UCITS ETF 1C	1.46%	Equity United States	4,631
Amundi MSCI World Swap UCITS ETF USD Acc	0.80%	Equity World	79
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.61%	Equity World Social/Environmental	119
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.57%	Equity United States Value	936
L&G Global Brands UCITS ETF USD Acc	3.65%	Equity World Fundamental/Quality Moat	45
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.80%	Equity World	652
iShares MSCI World UCITS ETF (Dist)	0.80%	Equity World	8,153
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	1.54%	Equity United States Value	6
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.44%	Equity United States	1,414
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.44%	Equity United States	8,832
Invesco MSCI USA UCITS ETF Dist	1.09%	Equity United States	1,363
UBS MSCI USA SF UCITS ETF USD acc	1.09%	Equity United States	475
iShares MSCI North America Swap UCITS ETF USD (Acc)	1.06%	Equity North America	2
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.84%	Equity United States Fundamental/Quality	1,015
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.70%	Equity World	518
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist)	1.09%	Equity United States	1
Xtrackers MSCI USA UCITS ETF 1D	1.11%	Equity United States	295
iShares MSCI North America UCITS ETF	1.06%	Equity North America	1,326
Franklin US Mega Cap 100 UCITS ETF Acc	1.49%	Equity United States Large Cap	83
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.46%	Equity United States	132
Invesco Global Enhanced Equity UCITS ETF Acc	0.72%	Equity World Multi-Factor Strategy	957
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	1.47%	Equity United States	1
Invesco S&P 500 UCITS ETF	1.46%	Equity United States	36,862
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.77%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.79%	Equity World	62
iShares MSCI ACWI UCITS ETF USD (Acc)	0.70%	Equity World	30,763
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.62%	Equity World Social/Environmental	29
Invesco FTSE All-World UCITS ETF	0.71%	Equity World	281
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	1.47%	Equity United States	82
Amundi MSCI All Country World UCITS ETF USD Acc	0.70%	Equity World	126
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.93%	Equity United States Value Climate Change	103
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.70%	Equity World Social/Environmental	110
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.28%	Equity United States Low Volatility/Risk Weighted	121
Amundi Prime Global UCITS ETF Dist	0.79%	Equity World	1,617
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.72%	Equity World Multi-Factor Strategy	9
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	1.83%	Equity United States Social/Environmental	6
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.17%	Equity World Social/Environmental Multi-Asset Strategy	77
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.78%	Equity World	555
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.76%	Equity World Social/Environmental Multi-Asset Strategy	1,795
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.70%	Equity World	43
Amundi Core S&P 500 Swap UCITS ETF Acc	1.46%	Equity United States	15,781
UBS Core S&P 500 UCITS ETF USD acc	1.45%	Equity United States	1,940
Amundi Prime All Country World UCITS ETF Dist	0.68%	Equity World	4,590
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.47%	Equity United States Social/Environmental	600
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.88%	Equity United States Low Volatility/Risk Weighted	94
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.11%	Equity United States	368
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.95%	Equity United States Social/Environmental	1,139
Xtrackers MSCI World Financials UCITS ETF 1C	4.74%	Equity World Financials	1,263
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.58%	Equity United States Financials	2,096
Amundi S&P 500 Swap UCITS ETF EUR Acc	1.46%	Equity United States	2,794
Amundi S&P 500 Climate Transition UCITS ETF (Acc)	0.60%	Equity United States Social/Environmental Climate Change	98
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.66%	Equity United States Social/Environmental	341
Invesco US Enhanced Equity UCITS ETF Acc	1.43%	Equity United States Multi-Factor Strategy	171
Amundi MSCI World Swap UCITS ETF EUR Acc	0.80%	Equity World	6,484
Xtrackers MSCI USA Swap II UCITS ETF 1D	1.09%	Equity United States	0
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.23%	Equity World Low Volatility/Risk Weighted	11
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.02%	Equity United States Large Cap	446
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.47%	Equity United States	695
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.78%	Equity United States Social/Environmental Multi-Asset Strategy	1,493
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.46%	Equity United States	12

Performance

Returns overview

YTD	-0.32%
1 month	-0.50%
3 months	+2.29%
6 months	+1.49%
1 year	+2.22%
3 years	+30.96%
5 years	+76.83%
Since inception (MAX)	+274.81%
2025	+2.90%
2024	+28.15%
2023	+9.86%
2022	+14.89%

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).