Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

968,399 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	968,399 m
EPS, EUR	28.99
P/B ratio	1.5
P/E ratio	15.4
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 317 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 Franklin S&P 500 Financials UCITS ETF Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.83%	Equity United States Multi-Factor Strategy	10
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.72%	Equity World	1,100
Xtrackers MSCI USA Screened UCITS ETF 1C	1.13%	Equity United States Social/Environmental	1,098
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.97%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	764
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	47
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,679
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.87%	Equity World Social/Environmental	271
State Street SPDR MSCI World Financials UCITS ETF USD	4.81%	Equity World Financials	288
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.01%	Equity United States	2
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.88%	Equity United States Social/Environmental	15,560
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.79%	Equity World Low Volatility/Risk Weighted	55
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	29
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.99%	Equity United States	41
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.34%	Equity United States	16,247
UBS Core MSCI World UCITS ETF USD dis	0.72%	Equity World	2,026
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.88%	Equity United States Social/Environmental	1,528
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	45
iShares MSCI ACWI UCITS ETF USD (Dist)	0.64%	Equity World	20
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.71%	Equity World Social/Environmental	83
UBS MSCI USA Value UCITS ETF USD dis	1.99%	Equity United States Value	705
Amundi Core MSCI USA UCITS ETF Acc	1.01%	Equity United States	3,833
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.19%	Equity United States Social/Environmental	1,111
Franklin U.S. Equity UCITS ETF	0.98%	Equity United States Multi-Factor Strategy	71
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.47%	Equity United States Social/Environmental	1,432
iShares World Equity High Income UCITS ETF USD (Dist)	0.52%	Equity World Social/Environmental	541
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	436
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	734
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.71%	Equity World Multi-Factor Strategy	226
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.19%	Equity United States Social/Environmental	75
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	1.46%	Equity United States Social/Environmental	49
Invesco MSCI USA Universal Screened UCITS ETF	0.87%	Equity United States Social/Environmental	36
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.25%	Equity World Low Volatility/Risk Weighted	1,144
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.69%	Equity World Multi-Factor Strategy	4
JPMorgan US Value Equity Active UCITS ETF USD (dist)	1.49%	Equity United States Value	17
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	11.86%	Equity United States Financials	647
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	15
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.92%	Equity United States Social/Environmental Multi-Asset Strategy	19
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.61%	Equity World	96
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.26%	Equity World Covered Call Alternative Investments	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.66%	Equity World	59
Xtrackers MSCI World UCITS ETF 1D	0.76%	Equity World	4,902
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.19%	Equity United States Social/Environmental	11,068
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.77%	Equity United States Covered Call Alternative Investments	38
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.47%	Equity United States Growth	7
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.61%	Equity World Social/Environmental	600
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.39%	Equity United States	469
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.26%	Equity World Covered Call Alternative Investments	28
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.39%	Equity World Social/Environmental Climate Change	141
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.77%	Equity United States Covered Call Alternative Investments	42
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.39%	Equity United States	62
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	244
UBS MSCI ACWI Universal UCITS ETF USD dis	0.57%	Equity World Social/Environmental	2,263
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.74%	Equity World	688
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.56%	Equity World Social/Environmental	74
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.83%	Equity United States Multi-Factor Strategy	111
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.61%	Equity World Social/Environmental	98
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	241
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.28%	Equity United States Low Volatility/Risk Weighted	103
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	95
UBS Core S&P 500 UCITS ETF hGBP dis	1.32%	Equity United States	96
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.31%	Equity World Dividend	3
iShares Core S&P 500 UCITS ETF USD (Dist)	1.34%	Equity United States	20,252
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	2,291
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.63%	Equity World Social/Environmental	62
Invesco S&P 500 Equal Weight UCITS ETF	0.18%	Equity United States Equal Weighted	1,197
Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating	0.53%	Equity World Multi-Asset Strategy	1,214
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	1.29%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.39%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.01%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.75%	Equity World	3,101
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	28
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	2.17%	Equity World Value	7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.83%	Equity United States Multi-Factor Strategy	29
HSBC MSCI World UCITS ETF USD	0.74%	Equity World	13,843
UBS Core S&P 500 UCITS ETF hEUR acc	1.32%	Equity United States	249
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	8
L&G Global Equity UCITS ETF	0.76%	Equity World Social/Environmental	1,628
Invesco MSCI World Universal Screened UCITS ETF Acc	0.56%	Equity World Social/Environmental	262
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.57%	Equity World Social/Environmental	81
UBS Core MSCI World UCITS ETF hGBP dis	0.72%	Equity World	152
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.57%	Equity World Social/Environmental	1,760
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.47%	Equity United States Growth	476
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	93
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.56%	Equity World Social/Environmental	220
Xtrackers MSCI USA UCITS ETF 1C	1.05%	Equity United States	11,554
UBS Core MSCI World UCITS ETF hEUR acc	0.72%	Equity World	1,086
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.99%	Equity United States	194
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.94%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.11%	Equity World Social/Environmental	235
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.73%	Equity World	1,184
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.66%	Equity World Social/Environmental	451
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.99%	Equity United States	603
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	33
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.34%	Equity United States	92
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.91%	Equity United States Large Cap	38
Amundi Core MSCI World UCITS ETF Acc	0.74%	Equity World	14,657
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.61%	Equity World Social/Environmental	5,723
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.01%	Equity World Financials Social/Environmental	125
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	1.19%	Equity United States Social/Environmental	35
UBS Core MSCI USA UCITS ETF hGBP acc	0.99%	Equity United States	46
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	940
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.76%	Equity World	455
iShares Core MSCI World UCITS ETF USD (Acc)	0.73%	Equity World	127,926
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.34%	Equity United States	1,889
iShares Core S&P 500 UCITS ETF USD (Acc)	1.34%	Equity United States	135,214
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	104
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.61%	Equity United States	2,483
L&G US Equity UCITS ETF	1.06%	Equity United States Social/Environmental	1,327
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.73%	Equity World	847
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.74%	Equity World	61
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.56%	Equity World Social/Environmental	60
UBS Core MSCI USA UCITS ETF USD dis	0.99%	Equity United States	1,321
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.66%	Equity World	23,299
UBS MSCI USA Universal UCITS ETF USD acc	1.02%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.87%	Equity United States Social/Environmental	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.61%	Equity World	15,332
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.90%	Equity World Social/Environmental	434
iShares MSCI USA UCITS ETF (Acc)	1.01%	Equity United States	4,467
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.21%	Equity World Social/Environmental Climate Change	705
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.25%	Equity World Multi-Factor Strategy	245
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	1.46%	Equity United States Social/Environmental	4
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.35%	Equity World Social/Environmental	278
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	631
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.47%	Equity United States Social/Environmental	107
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.82%	Equity United States Value Climate Change	6
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.68%	Equity World	13
Xtrackers S&P 500 UCITS ETF 4D	1.39%	Equity United States	2
UBS Core S&P 500 UCITS ETF USD dis	1.32%	Equity United States	1,244
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	160
UBS Core S&P 500 UCITS ETF hCHF acc	1.32%	Equity United States	923
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	122
L&G S&P 100 UCITS ETF USD Acc	1.88%	Equity United States Large Cap	38
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.05%	Equity United States	652
Xtrackers S&P 500 GARP UCITS ETF 1C	4.44%	Equity United States Multi-Factor Strategy	5
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	1.29%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD acc	0.72%	Equity World	10,350
JPMorgan US Value Equity Active UCITS ETF USD (acc)	1.49%	Equity United States Value	233
iShares FTSE All-World UCITS ETF USD (Acc)	0.81%	Equity World	26
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.39%	Equity World Social/Environmental Climate Change	176
iShares Core MSCI World UCITS ETF USD (Dist)	0.73%	Equity World	789
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	11,215
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.87%	Equity United States Social/Environmental	2,724
Invesco RAFI All-World Fundamental Value UCITS ETF	0.90%	Equity World Value	260
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.63%	Equity World Social/Environmental Multi-Asset Strategy	123
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.56%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	13
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.66%	Equity United States Large Cap	9
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.66%	Equity World	31
UBS MSCI USA NSL UCITS ETF USD acc	0.99%	Equity United States	3,065
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.97%	Equity United States Low Volatility/Risk Weighted	5
HSBC MSCI USA Quality UCITS ETF USD	1.74%	Equity United States Fundamental/Quality	238
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.73%	Equity World	81
Amundi Prime All Country World UCITS ETF Acc	0.66%	Equity World	2,623
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.46%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.71%	Equity World	1,492
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.61%	Equity World Social/Environmental	31
Vanguard FTSE Developed World UCITS ETF Acc	0.67%	Equity World	5,870
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.62%	Equity United States	219
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.61%	Equity World Social/Environmental	1,786
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.32%	Equity World	22
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	1,017
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	619
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.66%	Equity World Social/Environmental	571
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.53%	Equity World	6,931
iShares Edge MSCI USA Quality Factor UCITS ETF	1.74%	Equity United States Fundamental/Quality	1,604
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.26%	Equity World Covered Call Alternative Investments	1,242
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.82%	Equity United States Low Volatility/Risk Weighted	39
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.08%	Equity United States Social/Environmental	1,482
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.34%	Equity United States	296
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.34%	Equity United States	18,871
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	1.62%	Equity United States	32
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.73%	Equity World	17,786
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	1.83%	Equity United States Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.53%	Equity World	197
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	457
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.42%	Equity World Multi-Factor Strategy	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.67%	Equity World	4,185
Invesco RAFI US Fundamental Value UCITS ETF Dist	1.83%	Equity United States Value	981
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.25%	Equity North America	2,867
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.77%	Equity United States Covered Call Alternative Investments	17
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.47%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.77%	Equity United States Covered Call Alternative Investments	357
UBS MSCI World Mega Cap UCITS ETF USD acc	1.67%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.57%	Equity World Social/Environmental	757
HSBC S&P 500 UCITS ETF USD	1.34%	Equity United States	8,982
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	76
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,550
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.99%	Equity United States	754
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.76%	Equity World	442
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.73%	Equity World	345
Xtrackers MSCI World Screened UCITS ETF 1D	0.81%	Equity World Social/Environmental	141
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.73%	Equity World	155
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.71%	Equity World Social/Environmental	6,166
Invesco FTSE All-World UCITS ETF	0.66%	Equity World	3,806
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.82%	Equity United States Value Climate Change	22
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.60%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.34%	Equity United States	30,754
UBS Core MSCI USA UCITS ETF USD acc	0.99%	Equity United States	2,858
iShares MSCI World Screened UCITS ETF USD (Dist)	0.79%	Equity World Social/Environmental	1,090
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.63%	Equity World Social/Environmental Multi-Asset Strategy	56
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	358
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.88%	Equity United States Social/Environmental	8,273
HSBC MSCI World UCITS ETF CHF hedged	0.74%	Equity World	80
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.63%	Equity World Social/Environmental	17
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	2.73%	Equity United States Large Cap	79
iShares MSCI World Screened UCITS ETF USD (Acc)	0.79%	Equity World Social/Environmental	5,429
Amundi Core MSCI World UCITS ETF USD Dist	0.74%	Equity World	1,657
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.57%	Equity World Social/Environmental	366
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.69%	Equity World Social/Environmental	2,905
Amundi Core MSCI USA UCITS ETF Dist	1.01%	Equity United States	1,110
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	1.00%	Equity United States	14
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.38%	Equity United States	20
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.79%	Equity World Low Volatility/Risk Weighted	192
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.39%	Equity World Social/Environmental Climate Change	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	1.00%	Equity United States	18
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.57%	Equity World Social/Environmental	1
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.59%	Equity United States Value	901
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.25%	Equity North America	3,015
L&G Global Brands UCITS ETF USD Acc	3.20%	Equity World Fundamental/Quality Moat	46
Xtrackers S&P 500 UCITS ETF 4C	1.39%	Equity United States	2,241
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.19%	Equity United States Social/Environmental	1,286
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.61%	Equity World Social/Environmental	926
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	59
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.13%	Equity United States Social/Environmental	232
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.82%	Equity United States Low Volatility/Risk Weighted	1,584
iShares MSCI World UCITS ETF (Dist)	0.73%	Equity World	8,301
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	1.49%	Equity United States Value	6
Invesco S&P 500 QVM UCITS ETF	4.17%	Equity United States Multi-Factor Strategy	59
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.73%	Equity World	1,820
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.33%	Equity United States	1,428
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.34%	Equity United States	2,573
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.33%	Equity United States	9,022
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.74%	Equity United States Fundamental/Quality	427
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.66%	Equity World	47,509
HSBC MSCI World UCITS ETF USD (Acc)	0.74%	Equity World	1,982
Xtrackers MSCI USA UCITS ETF 1D	1.05%	Equity United States	290
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	4,413
iShares MSCI North America UCITS ETF	0.97%	Equity North America	1,289
Franklin US Mega Cap 100 UCITS ETF Acc	1.39%	Equity United States Large Cap	88
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.61%	Equity United States	129
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.19%	Equity United States Social/Environmental	71
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.76%	Equity World	53
Invesco Global Enhanced Equity UCITS ETF Acc	0.69%	Equity World Multi-Factor Strategy	898
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	1.34%	Equity United States	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.71%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.72%	Equity World	83
iShares MSCI ACWI UCITS ETF USD (Acc)	0.64%	Equity World	30,645
HSBC S&P 500 UCITS ETF USD (Acc)	1.34%	Equity United States	660
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	607
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.34%	Equity United States	46,515
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.83%	Equity United States Multi-Factor Strategy	31
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.61%	Equity World	1,710
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.56%	Equity World Social/Environmental	29
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	4,487
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.31%	Equity United States Large Cap	2
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	12.03%	Equity United States Financials	3
Xtrackers MSCI USA Financials UCITS ETF 1D	9.11%	Equity United States Financials	698
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.73%	Equity World	5,390
Xtrackers FTSE All-World UCITS ETF 1C	0.85%	Equity World	80
Invesco FTSE All-World UCITS ETF	0.66%	Equity World	283
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.82%	Equity United States Low Volatility/Risk Weighted	138
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	1.34%	Equity United States	83
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.11%	Equity World Private Equity	15
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	102
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.39%	Equity United States Multi-Factor Strategy	140
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.39%	Equity United States	65
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.08%	Equity United States Social/Environmental	16,094
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.31%	Equity World Dividend	143
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.82%	Equity United States Value Climate Change	117
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.66%	Equity World Social/Environmental	110
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.27%	Equity United States Low Volatility/Risk Weighted	122
Amundi Prime Global UCITS ETF Dist	0.75%	Equity World	1,630
Xtrackers MSCI World UCITS ETF 1C	0.76%	Equity World	20,417
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.69%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	1.46%	Equity United States Social/Environmental	5
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.52%	Equity World Social/Environmental	21
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	75
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.73%	Equity World	557
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.63%	Equity World Social/Environmental Multi-Asset Strategy	1,766
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.62%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.32%	Equity United States	1,922
Amundi Prime All Country World UCITS ETF Dist	0.66%	Equity World	4,707
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.40%	Equity United States Social/Environmental	575
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.88%	Equity United States Social/Environmental	477
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.79%	Equity World Social/Environmental	102
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.57%	Equity World Social/Environmental	1,374
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.08%	Equity United States Social/Environmental	699
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.84%	Equity United States Low Volatility/Risk Weighted	89
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	5
Franklin S&P 500 Financials UCITS ETF Acc	12.04%	Equity United States Financials	1
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.05%	Equity United States	369
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.90%	Equity United States Social/Environmental	1,127
Xtrackers MSCI World Financials UCITS ETF 1C	4.79%	Equity World Financials	1,221
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.77%	Equity United States Technology Covered Call Alternative Investments	5
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.81%	Equity United States Financials	2,143
Franklin Core US Enhanced Equity UCITS ETF Acc	0.54%	Equity United States Multi-Factor Strategy	9
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.66%	Equity World	64
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.83%	Equity United States Social/Environmental	355
Invesco US Enhanced Equity UCITS ETF Acc	1.36%	Equity United States Multi-Factor Strategy	158
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.18%	Equity World Low Volatility/Risk Weighted	11
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	2.73%	Equity United States Large Cap	466
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.39%	Equity United States	693
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	1,427
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	2.75%	Equity United States Value	2
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.34%	Equity United States	11
UBS MSCI USA UCITS ETF USD dis	0.99%	Equity United States	491

Performance

Returns overview

YTD	+3.93%
1 month	+1.79%
3 months	+11.92%
6 months	+3.08%
1 year	+10.53%
3 years	+40.71%
5 years	+91.47%
Since inception (MAX)	+290.77%
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).