Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

887,817 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	887,817 m
EPS, EUR	28.99
P/B ratio	1.4
P/E ratio	14.2
Dividend yield	0.00%

Income statement (2025)

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

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What ETF is Berkshire Hathaway, Inc. in?

There are 305 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)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.94%	Equity United States Multi-Factor Strategy	8
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	0.82%	Equity World	982
Xtrackers MSCI USA Screened UCITS ETF 1C	1.29%	Equity United States Social/Environmental	728
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.96%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	743
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	45
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,271
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.99%	Equity World Social/Environmental	208
State Street SPDR MSCI World Financials UCITS ETF USD	5.07%	Equity World Financials	251
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.15%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.91%	Equity United States Social/Environmental	14,733
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.70%	Equity World Low Volatility/Risk Weighted	52
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.15%	Equity United States	44
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.57%	Equity United States	15,086
UBS Core MSCI World UCITS ETF USD dis	0.82%	Equity World	1,860
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.91%	Equity United States Social/Environmental	1,573
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Dist)	0.73%	Equity World	8
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.80%	Equity World Social/Environmental	89
UBS MSCI USA Value UCITS ETF USD dis	2.19%	Equity United States Value	515
Amundi Core MSCI USA UCITS ETF Acc	1.15%	Equity United States	3,556
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.38%	Equity United States Social/Environmental	1,048
Franklin U.S. Equity UCITS ETF	1.12%	Equity United States Multi-Factor Strategy	72
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.72%	Equity United States Social/Environmental	1,331
iShares World Equity High Income UCITS ETF USD (Dist)	0.82%	Equity World Social/Environmental	373
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	360
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	629
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.38%	Equity United States Social/Environmental	50
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.85%	Equity United States Social/Environmental	55
Invesco MSCI USA Universal Screened UCITS ETF Dist	1.00%	Equity United States Social/Environmental	38
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.21%	Equity World Low Volatility/Risk Weighted	960
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.78%	Equity World Multi-Factor Strategy	3
JPMorgan US Value Equity Active UCITS ETF USD (dist)	2.58%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.27%	Equity World Multi-Factor Strategy	0
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	12.48%	Equity United States Financials	539
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	16
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.92%	Equity United States Social/Environmental Multi-Asset Strategy	20
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.71%	Equity World	92
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.29%	Equity World Covered Call Alternative Investments	67
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.74%	Equity World	52
Xtrackers MSCI World UCITS ETF 1D	0.82%	Equity World	4,981
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.38%	Equity United States Social/Environmental	10,249
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.82%	Equity United States Covered Call Alternative Investments	36
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.60%	Equity United States Growth	10
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.70%	Equity World Social/Environmental	551
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.60%	Equity United States	439
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.29%	Equity World Covered Call Alternative Investments	19
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.46%	Equity World Social/Environmental Climate Change	138
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.82%	Equity United States Covered Call Alternative Investments	40
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.60%	Equity United States	56
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	268
UBS MSCI ACWI Universal UCITS ETF USD dis	0.67%	Equity World Social/Environmental	2,303
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.82%	Equity World	728
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.61%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.94%	Equity United States Multi-Factor Strategy	110
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.70%	Equity World Social/Environmental	69
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	225
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.10%	Equity United States Low Volatility/Risk Weighted	96
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	83
UBS Core S&P 500 UCITS ETF hGBP dis	1.57%	Equity United States	67
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)	1.57%	Equity United States	18,988
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.21%	Equity World Low Volatility/Risk Weighted	2,159
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.74%	Equity World Social/Environmental	61
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	1,014
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	1,117
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	1.37%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.33%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.15%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.83%	Equity World	2,005
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.94%	Equity United States Multi-Factor Strategy	27
HSBC MSCI World UCITS ETF USD	0.82%	Equity World	13,337
UBS Core S&P 500 UCITS ETF hEUR acc	1.57%	Equity United States	225
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	8
L&G Global Equity UCITS ETF	0.85%	Equity World Social/Environmental	1,306
Invesco MSCI World Universal Screened UCITS ETF Acc	0.64%	Equity World Social/Environmental	249
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.67%	Equity World Social/Environmental	50
UBS Core MSCI World UCITS ETF hGBP dis	0.82%	Equity World	104
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.67%	Equity World Social/Environmental	1,458
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.60%	Equity United States Growth	341
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	82
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.61%	Equity World Social/Environmental	224
Xtrackers MSCI USA UCITS ETF 1C	1.18%	Equity United States	11,008
UBS Core MSCI World UCITS ETF hEUR acc	0.82%	Equity World	808
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.15%	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	1.07%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.30%	Equity World Social/Environmental	234
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.82%	Equity World	1,140
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.77%	Equity World Social/Environmental	453
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.15%	Equity United States	594
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	23
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.57%	Equity United States	86
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.00%	Equity United States Large Cap	29
Amundi Core MSCI World UCITS ETF Acc	0.83%	Equity World	13,666
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.70%	Equity World Social/Environmental	5,520
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.41%	Equity World Financials Social/Environmental	118
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	1.38%	Equity United States Social/Environmental	26
UBS Core MSCI USA UCITS ETF hGBP acc	1.15%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	847
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.76%	Equity United States Social/Environmental Climate Change	9
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	0.82%	Equity World	468
iShares Core MSCI World UCITS ETF USD (Acc)	0.82%	Equity World	122,210
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.57%	Equity United States	2,187
iShares Core S&P 500 UCITS ETF USD (Acc)	1.57%	Equity United States	128,938
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	95
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.61%	Equity United States	150
L&G US Equity UCITS ETF	1.21%	Equity United States Social/Environmental	1,316
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.83%	Equity World	769
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.83%	Equity World	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.61%	Equity World Social/Environmental	57
UBS Core MSCI USA UCITS ETF USD dis	1.15%	Equity United States	1,266
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.77%	Equity World	22,201
UBS MSCI USA Universal UCITS ETF USD acc	1.21%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	1.00%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.71%	Equity World	12,762
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	1.01%	Equity World Social/Environmental	416
iShares MSCI USA UCITS ETF (Acc)	1.16%	Equity United States	4,120
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.45%	Equity World Social/Environmental Climate Change	606
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.27%	Equity World Multi-Factor Strategy	225
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.41%	Equity World Social/Environmental	259
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.41%	Equity World Social/Environmental	781
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.72%	Equity United States Social/Environmental	104
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	3.06%	Equity United States Value Climate Change	5
Xtrackers S&P 500 UCITS ETF 4D	1.60%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	1.57%	Equity United States	1,174
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.21%	Equity World Low Volatility/Risk Weighted	157
UBS Core S&P 500 UCITS ETF hCHF acc	1.57%	Equity United States	689
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	109
L&G S&P 100 UCITS ETF USD Acc	2.18%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.18%	Equity United States	579
Xtrackers S&P 500 GARP UCITS ETF 1C	4.77%	Equity United States Multi-Factor Strategy	4
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	1.37%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD acc	0.82%	Equity World	9,171
JPMorgan US Value Equity Active UCITS ETF USD (acc)	2.58%	Equity United States Value	64
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.46%	Equity World Social/Environmental Climate Change	280
iShares Core MSCI World UCITS ETF USD (Dist)	0.82%	Equity World	735
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	9,023
Invesco MSCI USA Universal Screened UCITS ETF Acc	1.00%	Equity United States Social/Environmental	2,580
Invesco RAFI All-World Fundamental Value UCITS ETF	1.00%	Equity World Value	219
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.64%	Equity World Social/Environmental Multi-Asset Strategy	163
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.61%	Equity World Social/Environmental	3
Franklin S&P World Screened UCITS ETF Acc	0.26%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.96%	Equity United States Large Cap	9
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.74%	Equity World	24
UBS MSCI USA NSL UCITS ETF USD acc	1.16%	Equity United States	3,014
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.96%	Equity United States Low Volatility/Risk Weighted	4
HSBC MSCI USA Quality UCITS ETF USD	2.31%	Equity United States Fundamental/Quality	352
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.84%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.74%	Equity World	1,884
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.47%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.83%	Equity World	1,444
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.70%	Equity World Social/Environmental	27
Vanguard FTSE Developed World UCITS ETF Acc	0.79%	Equity World	5,421
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.87%	Equity United States	188
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.70%	Equity World Social/Environmental	1,659
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	951
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	468
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.77%	Equity World Social/Environmental	510
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.62%	Equity World	5,597
iShares Edge MSCI USA Quality Factor UCITS ETF	2.30%	Equity United States Fundamental/Quality	1,506
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.29%	Equity World Covered Call Alternative Investments	1,200
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	2.00%	Equity United States Low Volatility/Risk Weighted	29
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.26%	Equity United States Social/Environmental	1,419
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.57%	Equity United States	304
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.57%	Equity United States	17,983
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.83%	Equity World	16,408
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.62%	Equity World	121
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	225
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.50%	Equity World Multi-Factor Strategy	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.79%	Equity World	3,982
Invesco RAFI US Fundamental Value UCITS ETF Dist	2.02%	Equity United States Value	729
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.47%	Equity North America	2,671
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.82%	Equity United States Covered Call Alternative Investments	18
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.60%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.82%	Equity United States Covered Call Alternative Investments	332
UBS MSCI World Mega Cap UCITS ETF USD acc	2.03%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.67%	Equity World Social/Environmental	686
HSBC S&P 500 UCITS ETF USD	1.57%	Equity United States	8,187
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	65
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,263
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.15%	Equity United States	701
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.82%	Equity World	401
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.83%	Equity World	297
Xtrackers MSCI World Screened UCITS ETF 1D	0.91%	Equity World Social/Environmental	131
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.84%	Equity World	147
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.80%	Equity World Social/Environmental	5,848
Invesco FTSE All-World UCITS ETF Acc	0.74%	Equity World	3,262
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	3.06%	Equity United States Value Climate Change	17
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.80%	Equity World Social/Environmental Climate Change	21
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.57%	Equity United States	29,018
UBS Core MSCI USA UCITS ETF USD acc	1.15%	Equity United States	2,659
iShares MSCI World Screened UCITS ETF USD (Dist)	0.90%	Equity World Social/Environmental	1,143
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.64%	Equity World Social/Environmental Multi-Asset Strategy	55
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	330
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.91%	Equity United States Social/Environmental	7,721
HSBC MSCI World UCITS ETF CHF hedged	0.82%	Equity World	86
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.74%	Equity World Social/Environmental	16
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	3.34%	Equity United States Large Cap	65
iShares MSCI World Screened UCITS ETF USD (Acc)	0.90%	Equity World Social/Environmental	5,207
Amundi Core MSCI World UCITS ETF USD Dist	0.83%	Equity World	1,550
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	20
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.67%	Equity World Social/Environmental	284
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.80%	Equity World Social/Environmental	2,651
Amundi Core MSCI USA UCITS ETF Dist	1.15%	Equity United States	1,054
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	1.18%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.57%	Equity United States	21
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.70%	Equity World Low Volatility/Risk Weighted	215
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.46%	Equity World Social/Environmental Climate Change	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	1.18%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.67%	Equity World Social/Environmental	113
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.91%	Equity United States Value	477
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.47%	Equity North America	2,854
L&G Global Brands UCITS ETF USD Acc	4.26%	Equity World Fundamental/Quality Moat	43
Xtrackers S&P 500 UCITS ETF 4C	1.60%	Equity United States	1,311
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.38%	Equity United States Social/Environmental	1,119
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.70%	Equity World Social/Environmental	908
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.29%	Equity United States Social/Environmental	166
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.21%	Equity World Low Volatility/Risk Weighted	57
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	2.00%	Equity United States Low Volatility/Risk Weighted	1,485
iShares MSCI World UCITS ETF (Dist)	0.83%	Equity World	8,076
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	2.58%	Equity United States Value	4
Invesco S&P 500 QVM UCITS ETF	4.58%	Equity United States Multi-Factor Strategy	64
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.82%	Equity World	1,761
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.57%	Equity United States	1,381
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.57%	Equity United States	2,465
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.57%	Equity United States	8,774
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	2.30%	Equity United States Fundamental/Quality	313
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.77%	Equity World	40,588
HSBC MSCI World UCITS ETF USD (Acc)	0.82%	Equity World	1,865
Xtrackers MSCI USA UCITS ETF 1D	1.18%	Equity United States	277
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.41%	Equity World Social/Environmental	4,227
iShares MSCI North America UCITS ETF	1.11%	Equity North America	1,303
Franklin US Mega Cap 100 UCITS ETF Acc	1.63%	Equity United States Large Cap	119
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.61%	Equity United States	14
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.38%	Equity United States Social/Environmental	66
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.82%	Equity World	51
Invesco Global Enhanced Equity UCITS ETF Acc	0.78%	Equity World Multi-Factor Strategy	596
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	1.57%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.80%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.82%	Equity World	55
iShares MSCI ACWI UCITS ETF USD (Acc)	0.73%	Equity World	28,619
HSBC S&P 500 UCITS ETF USD (Acc)	1.57%	Equity United States	639
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	566
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.57%	Equity United States	45,121
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.94%	Equity United States Multi-Factor Strategy	25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.71%	Equity World	1,559
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.61%	Equity World Social/Environmental	22
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,673
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.82%	Equity United States Large Cap	2
Xtrackers MSCI USA Financials UCITS ETF 1D	9.48%	Equity United States Financials	593
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.81%	Equity World	5,216
Invesco FTSE All-World UCITS ETF Dist	0.74%	Equity World	247
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	2.00%	Equity United States Low Volatility/Risk Weighted	126
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	1.57%	Equity United States	80
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	98
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.33%	Equity United States Multi-Factor Strategy	105
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.60%	Equity United States	65
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.26%	Equity United States Social/Environmental	15,445
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.31%	Equity World Dividend	123
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	3.06%	Equity United States Value Climate Change	135
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.77%	Equity World Social/Environmental	107
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.09%	Equity United States Low Volatility/Risk Weighted	111
Amundi Prime Global UCITS ETF Dist	0.83%	Equity World	1,554
Xtrackers MSCI World UCITS ETF 1C	0.82%	Equity World	19,165
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.78%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.85%	Equity United States Social/Environmental	3
iShares World Equity High Income UCITS ETF USD (Acc)	0.82%	Equity World Social/Environmental	16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	63
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.82%	Equity World	537
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.64%	Equity World Social/Environmental Multi-Asset Strategy	1,764
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)	1.87%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.57%	Equity United States	1,486
Amundi Prime All Country World UCITS ETF Dist	0.74%	Equity World	4,300
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.60%	Equity United States Social/Environmental	481
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.91%	Equity United States Social/Environmental	425
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.90%	Equity World Social/Environmental	99
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.67%	Equity World Social/Environmental	1,293
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.26%	Equity United States Social/Environmental	744
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	4
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.21%	Equity United States Low Volatility/Risk Weighted	89
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.18%	Equity United States	352
BNP Paribas Easy MSCI USA Min TE UCITS ETF	1.07%	Equity United States Social/Environmental	1,170
Xtrackers MSCI World Financials UCITS ETF 1C	5.12%	Equity World Financials	740
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.82%	Equity United States Technology Covered Call Alternative Investments	3
iShares S&P 500 Financials Sector UCITS ETF (Acc)	12.45%	Equity United States Financials	1,769
Franklin Core US Enhanced Equity UCITS ETF Acc	0.62%	Equity United States Multi-Factor Strategy	5
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.74%	Equity World	59
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.72%	Equity United States Social/Environmental	272
Invesco US Enhanced Equity UCITS ETF Acc	1.56%	Equity United States Multi-Factor Strategy	86
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.21%	Equity World Low Volatility/Risk Weighted	11
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.34%	Equity United States Large Cap	500
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.60%	Equity United States	665
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	1,210
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.57%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	1.16%	Equity United States	497

Performance

Returns overview

YTD	-1.29%
1 month	+6.30%
3 months	-2.32%
6 months	-3.21%
1 year	+1.79%
3 years	+38.22%
5 years	+77.63%
Since inception (MAX)	+271.15%
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).